Reasons to keep Nvidia, Amazon and Apple

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 7 June 2024

⏱️ 93 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 145 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson and Alex Kantrowitz to discuss: the return of Roaring Kitty, Apple and the WWDC, what an AI powered phone might look like, the best bear argument for Nvidia, the Tesla drawdown, if Elon Musk's days as CEO are numbered, and much more! This episode is sponsored by Kraneshares. They're doing a webinar on June 11 at 10am ET with former US Ambassador to China under the Trump Administration, Terry Branstad, and former US Ambassador to Singapore under the Obama Administration, David Adelman. Sign up at: Kraneshares.com Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Do we have a sharpie? Somebody sign? Something. Eric. Who's hotter right now? Eric can do this one.
0:17.0	The side angle? The best part about that photo was the were there where they stand
0:26.9	standby guys who were just like taking it all in like one guy with the Yankees cap just like
0:32.1	to see why doesn't he have handlers that stop that sort of thing from happening do you think that doesn't sound like a big investment
0:39.1	Even was like I don't know if this is a good idea right before he did it no it's definitely not you should have people
0:44.3	he should have people that say things like oh uh you know mister mister wang would love to you do that, but we can't allow him to.
0:55.0	If somehow this is not a top, not saying it's a top yesterday or today.
1:00.0	In fact, it's not a top.
1:01.0	Oh, he literally ordered to top.
1:03.0	Like, you guys thought that good-looking Dan Ives in the New York Post was the top.
1:07.0	No, I'll raise you one.
1:09.0	It's Jensen doing what he just did.
1:10.0	If this is not a, if we're not, if we're not near a're not your local top then nobody can ever call anything a top ever again
1:17.3	Eric was just on there like five minutes ago being like this isn't a bubble so he you got to defend this man
1:21.8	mention a magazine indicator or anything nothing a thing. The first time I saw that photo that was on the for you page for for Twitter and I swear it was like within
1:40.0	whatever five hours of it happening. And every tweet was, oh, that's a top, top, top, top, top, top.
1:46.8	It's so, because it's such an obvious, it's so obviously should be.
1:50.7	I was, well, it also costs nothing to say this at the top, right?
1:53.2	Like, what are you, if you're wrong, who cares?
1:55.5	So I was at a New York Tech Week event right before that happened and I had it was all about
2:00.3	public relations and I just said, I have to applaud a Jensen and
2:03.6	NVIDIA's approach to the public you know he's really out there talking and the
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