Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator
The Compound and Friends
Josh Brown
4.7 • 2.2K Ratings
🗓️ 6 January 2026
⏱️ 70 minutes
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| 0:00.0 | Ladies and gentlemen, welcome to the compound and friends. |
| 0:03.7 | Tonight's show is an all-new edition. |
| 0:05.6 | First one of the year of what are your thoughts with Michael Batnik and I, and we got |
| 0:10.7 | directly into it. |
| 0:13.0 | Software stocks versus semi-stocks for this year. |
| 0:16.2 | Savita Supremanian sell side indicator. |
| 0:19.6 | We took a look at some of the big stuff that was announced by Nvidia and Amazon at |
| 0:25.0 | the Consumer Electronics Show yesterday. |
| 0:28.2 | Did a little bit of a level set on the AI trade with some really great charts. |
| 0:34.0 | And my recipe for fighting communism in the year 2006. We looked at the Trump accounts, |
| 0:41.0 | which are going to include a federal seed contribution of $1,000 into a stock market account |
| 0:51.0 | for every baby born between now and December 31st, 2008. |
| 0:57.9 | I love this idea and I want to see it continue to take root and take flight. |
| 1:04.1 | And we'll get into that as well. |
| 1:05.4 | So thank you guys so much for listening. |
| 1:07.3 | We're sponsored by public tonight. |
| 1:08.8 | More on public in just a moment. |
| 1:10.5 | I'll send you into the show right now. |
| 1:16.6 | Welcome to The Compound and Friends. |
| 1:19.6 | All opinions expressed by Josh Brown, Michael Batnik, and their castmates are solely their own opinions and do not reflect the opinion of Ridholt's wealth management. |
| 1:28.0 | This podcast is for informational purposes only and should not be relied upon for any investment |
| 1:32.4 | decisions. Clients of Ridholt's wealth management may maintain positions in the securities |
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