What Josh Brown thinks about semiconductors
Co-founder and CEO of Ritholtz Wealth Management. He wrote The Reformed Broker for over a decade, now publishes the Downtown Josh Brown newsletter, and co-hosts The Compound and Friends.
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2 dated positions, 2026, in their own words. Our reading of what Josh Brown has said — not written or endorsed by them.
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Our readingThe current rate of upside shocks in semiconductor earnings expectations is unsustainable.
Their wordsThe rate of this upside shock is obviously unsustainable. Eventually, the analysts catch up with their forecasts.
↗Unsustainable Things Rarely Sustaindowntownjoshbrown.com 2nd of 2 in this piece
- 3 months earlier
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Their wordsFor right now, the stocks of companies that inhabit the physical world - trucks, semiconductors, agriculture and construction equipment, chocolate, coffee, senior living facilities, medical offices, houses - these are the place to be while the disruption question hangs over the asset-light world of software and services.
↗The Analog Worlddowntownjoshbrown.com 2nd of 3 in this piece