Big Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Radar, Robots Take White Collar Jobs at Amazon
The Compound and Friends
Josh Brown
4.7 • 2.2K Ratings
🗓️ 28 October 2025
⏱️ 70 minutes
🧾️ Download transcript
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| 0:00.0 | Ladies and gentlemen, welcome to an all-new edition of the compound and friends. |
| 0:05.3 | Tonight's show is sponsored by our friends at Public. |
| 0:09.1 | More on Public in just a moment. |
| 0:11.0 | I want to spend a second just saying thank you to everybody who came out to the live event we did in New York. |
| 0:16.6 | And to all of you guys who listened to it on Apple and Spotify or watched it on YouTube, |
| 0:23.9 | the reviews, all the comments. |
| 0:26.5 | We love you back. |
| 0:28.1 | And that was, as you guys could tell, a pretty emotional moment for me. |
| 0:33.3 | Kramer is somebody that I grew up reading and idolized and having the opportunity to talk to him about his career in front of a hundred, 20 or so of our biggest fans. |
| 0:44.4 | It just meant the world to me. |
| 0:46.3 | So I just wanted to say thank you. |
| 0:48.4 | All right. |
| 0:48.7 | Tonight is, what are your thoughts? |
| 0:50.6 | We had a special guest, Alex Cantowitz, popped by to get us ready for tech earnings week, or what I call earnings week at the AI circus. |
| 1:01.0 | So Alex walked us through all the big storylines for Alphabet, Amazon, Apple, Microsoft, meta. |
| 1:08.1 | We got into some Nvidia stuff, some Open AI stuff. |
| 1:11.0 | There's just, there's a lot in there and I really want you to hear it. |
| 1:13.8 | So let's get into the show and enjoy. |
| 1:23.0 | Welcome to The Compoundin Friends. |
| 1:25.0 | All opinions expressed by Josh Brown, Michael Batnick, and their castmates are solely their own opinions and do not reflect the opinion of Ridholt's wealth management. |
| 1:33.0 | This podcast is for informational purposes only and should not be relied upon for any investment decisions. |
| 1:38.5 | Clients of Ridholt's wealth management may maintain positions in the securities discussed in this podcast. |
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