Josh Brown

And we all know what they are.

And it's the same ones that are now.

But the story is that there's 20 new ones or 25 new ones.

And we know what those are.

Those are Lamb Research and, I don't know, Applied Materials, Micron.

I don't know, is Seagate or Western Digital or those now?

It must be.

Maybe Dell?

Has Dell joined the $100 billion club?

Oh, yeah.

All right, timeout.

From the chat, Sam Ebby says, Josh, the Verizon and AT&T underperformance is a consequence of government regulation.

The companies became regulated utilities with pricing needing approval.

They did?

Did I miss...

I don't think that's the key.

You might be saying like de facto, they're having trouble raising prices.

I think what actually happened is T-Mobile bought Sprint, got its shit together and became a third competitor that was willing to out advertise the other two on lower prices.

While simultaneously somehow building a network that was comparable, which crushed pricing for, I don't know, the last seven years.

And I also think they did a lot of dumb stuff.