Josh Brown

That's the one part we all know.

No one's going to put anything back into Pandora's box.

AI is not like, ah, we're bored with it.

Okay, so we know the usage will be explosive.

We don't know what the cost is of that usage to your point, but we also don't know the profitability for the companies that are making the investment to build it.

We assume the profitability will be there, but how can we be sure?

So what if, right?

So this is, so you asked me, am I sure one way or the other?

Holy shit.

And weights have actually come down since this.

Holy cow.

There is nothing good happening.

Nothing good happening in this group of stocks.

Yeah, and what's weird is you would think that there's like some desperation to unload houses afoot and there just isn't.

Like there's no collapsing housing market anywhere in the country that's relevant.

None of the 20 metropolitan areas have like a collapsing housing market.

They have stagnant markets.

But I think what that goes to show is these companies that are suppliers to the housing market, they need turnover.

They need more buying and selling for Whirlpool.

That's the problem.