Josh Brown says 'divergence' in AI stocks is hallmark of healthy bull market
December 18, 2025 • 1m 39s
Josh Brown (CEO)
00:00.110
i
think
with
micron
and
this
is
a
really
important
concept
just
for
all
of
our
viewers
no
matter
what
stage
of
investing
you're
at
one
of
the
hallmarks
of
a
healthy
bull
market
is
that
it
takes
out
its
own
trash
and
when
it
builds
conviction
in
a
strong
powerful
company
that
it
Josh Brown (CEO)
00:18.550
really
believes
in
you
can
see
the
divergence
in
price
very
early
micron
has
been
a
strong
stock
but
it's
actually
building
in
strength
and
as
it
reports
numbers
it
doesn't
always
go
up
following
each
report
but
you
see
how
quickly
it
recovers
and
look
at
this
chart
the
story
Josh Brown (CEO)
00:35.070
tells
itself
contrast
that
with
SMCI
the
market
decided
this
was
trash
was
a
hundred
and
eighteen
dollars
stock
in
march
of
twenty
twenty
four
and
look
how
how
it
is
spent
the
last
i
don't
know
twenty
months
or
so
just
continuously
declining
it
is
now
a
thirty
dollar
stock
both
Josh Brown (CEO)
00:54.350
of
these
are
suppliers
to
this
AI
data
center
build
out
theme
but
the
market
has
decided
micron
is
gold
and
and
smci
is
not
and
that's
where
you
get
that
divergent
and
it's
not
that
there
aren't
opportunities
to
buy
a
stock
that
declines
from
one
twenty
to
thirty
along
the
way
Josh Brown (CEO)
01:13.270
if
that's
really
the
game
that
you
want
to
play
the
better
game
and
i
think
the
game
that
bill
would
prefer
to
play
and
i
would
prefer
to
play
is
to
add
the
stocks
on
strength
provided
the
fundamentals
continue
to
come
in
in
your
favor
a
healthy
bull
market
sorts
out
trash
from
Josh Brown (CEO)
01:29.670
from
the
winners
and
that's
what
we
continue
to
see
and
i
think
again
that's
what
keeps
this
from
being
some
sort
of
a
speculative
hype
bubble
it's
just
not
what's
going
on
right
now
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