Stock Opinions by Josh Brown, CEO, Ritholtz…

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Josh Brown, CEO, Ritholtz Wealth Management

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1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by Josh Brown, CEO, Ritholtz Wealth Management

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DON'T BUY

It's too late to buy it. It up 219% this year. MU is seeing a massive uptick in earnings growth due to price increases. This situation rarely lasts after a couple of years when peers compete and become suppliers. Also, the LLMs and data centres will eventually find ways to use less memory. All it takes is for someone to say that they have found 20% more memory efficiency and MU stock could be $700 in two seconds.

COMMENT

He doesn't hate the stock here, and he owns some software stocks, but they all live under the cloud that AI will threaten their business. When they report today, if they can assure the market in their guidance that their customers are using their AI products, then this is the answer to putting a floor to these software-apocalypse news. If they don't, there will be new lows.

BUY

They announced they will let AI agents trade. It's a good thing. This is where the business is going, using AI tools. He hopes people don't use these tools recklessly.They announced they will let AI agents trade.JoshIt's a good thing. This is where the business is going, using AI tools. He hopes people don't use these tools recklessly.

BUY

He sold Archer Aviation to double his position in Joby. Joby has revenues and a clearer path to FAA certification and will get their vehicles working as taxis quicker than Archer.

SELL

He sold Archer Aviation to double his position in Joby. Joby has revenues and a clearer path to FAA certification and will get their vehicles working as taxis quicker than Archer.

PARTIAL BUY

He just bought a small position. The CEO has a good track record, aggressively buying and absorbing companies (XPO is an example). QXO is in one of the last gigantically fragmented markets.

TRADE

It broke out last December. After consolidating, it's breaking out again. For traders, he likes $43, the rising 50-day average, at a minimum will lock in a gain but allow you to stay in the stock long enough. For investors, $43-44 is support and will take out $47. There's earnings growth. Will pass $50.

BUY

Upgraded today. Will remain strong despite the day to day headlines out of the Middle East, because their earnings are steady. He remains long.Upgraded todayWill remain strong despite the day to day headlines out of the Middle East, because their earnings are steady. He remains long.

BUY

A good way to play gold which is a buying opportunity now. Can play this against its rising 200-day moving average (which hasn't been breached in over a year). Yesterday, its RSI touched 30. Likes this as a tactical play for a bounce, which is happening today.

BUY

They will stream MLB's opening night. Anything under $100 is free money; he just added more. Only this and YouTube are the only entertainment companies worth owning. Is -3% this year, but +17% since they ended the Warners deal. NFLX should grow 10% or more annually, and should earn $5 per share by 2028. A 20-25x PE is justified. He targets $100-120.

BUY

Since 2019, their Roundel ad business delivers to thousands of corporate customer first-party insights. They're pushing this and their stores in this turnaround.

BUY

Bought it recently. They were lumped in with the software sell-off. But in commercial real estate, relationships play a big part in who gets business. It isn't just about software. These names will trade higher.

BUY

Was upgraded today. Is high-end finally getting credit under a new CEO who will scale this business. Are efficient and marketing well. They will nail the expansion.

HOLD

Big oil names like this have lots of traders have been up for a long time, but today aren't doing anything. That means big money is not buying in on $150 crude. We are in a war. There's along weekend ahead. Things seems orderly and it makes sense.

DON'T BUY

They need a new PR firm. Messaging is important when you hold assets that are in question and don't price on a day to day basis. This is very different from public markets. It can be fixed. But he doesn't hold private credit.

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Josh Brown, CEO, Ritholtz Wealth Management

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Stock Opinions by Josh Brown, CEO, Ritholtz Wealth Management

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Micron Technology(MU)

SalesForce.com Inc.(CRM)

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