Josh Brown
👤 SpeakerAppearances Over Time
Podcast Appearances
Yeah, that is the best.
I love it.
I'm a value investor allocating to Micron because on my screen, it's the cheapest stock in the market.
I love it.
It's amazing.
It's amazing.
It's bigger than every company you've ever heard of with the exception of nine others.
Bravo.
I mean, was it bigger than JP Morgan at 10?
J&J?
All of it, dude.
All of it.
Like every blue chip stock.
Does that sound right to you?
That doesn't sound right to me.
That sounds like one of these things doesn't belong.
I don't think so.
I literally can't imagine it.
All right, so keeping on this theme, I want to point to a piece at the Wall Street Journal contemplating AI as an industrial bubble.
And just we've been living in this reality for the last three years where more CapEx is better.