Best Stock of the Year, Holy Amazon!, JPM and BlackRock Report, Semis Explode

**Josh Brown** (0:13)
That's right, no, make it louder. What are we doing? All right.
Duncan, don't make me call John. Welcome to an all new edition of What Are Your Thoughts? We are back, we are live. Super excited to see all my pounders in the chat. With me tonight is my co-host, Michael Batnick. Michael, say hello.

**Michael Batnick** (0:32)
Hello, hello.

**Josh Brown** (0:33)
All right, welcome. If this is your first time watching, this is the very best investing livestream. Happens every week right here on YouTube at 5 p.m. Eastern on Tuesdays.
And most of the time we are live. And I'm super excited to see you guys. I want to just say a couple of quick hellos. Matt Evans in the chat says we need the Andoril IPO. I know, right? I think that's a 2027 IPO. That's going to be a very big deal. People are going to go nuts for it.
Wessel's 1980, Michael. He says, time to whack off. You know why he's saying that? I know, because that's what you say.

**Michael Batnick** (1:14)
It's whack on. We're in whack on mode.

**Josh Brown** (1:18)
Oh, the market is whacking on right now.

**Michael Batnick** (1:20)
Whack on, whack off.

**Josh Brown** (1:21)
We really have to stop you from saying that if it's at all possible.

**Michael Batnick** (1:26)
I wasn't going to go there.

**Josh Brown** (1:28)
And I don't know if it is. Anyway, we have all kinds of live action happening in the chat. Thank you guys so much for being here. We appreciate you. We have a sponsor tonight.
Let's let people know about Betterment. What do we have to say about Betterment?

**Michael Batnick** (1:42)
Listen up.
What growth strategies are leading RAs using that most firms don't? Segmentation. Hello? Duh. Some clients' needs are sophisticated and require deep, ongoing planning. And some clients' needs are simple, like those in the wealth accumulation stage. The smartest firms know planning shouldn't look the same for every client, but the experience should always be exceptional. And now it can be with Betterment Advisor Solutions. It's the platform built for segmenting your book and streamlining those smaller and simpler accounts. The onboarding experience is automated and paperless. The portfolio management is streamlined and tax efficient. The client experience is consistent and modern. And the impact isn't just felt by your clients, it's felt across your entire practice. Imagine a back office that's humming, a team that's thriving, and a service model ready to scale. Betterment Advisor Solutions, your biggest regret will be not doing it sooner.

**Josh Brown** (2:31)
What a read.

**Michael Batnick** (2:32)
Thank you.

**Josh Brown** (2:32)
What a read, 10 out of 10

**SPEAKER_1** (2:35)
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Tax Act, let's get them over with.

**Josh Brown** (3:04)
All right, listen up, guys. We have a lot to get to. It's an action-packed show. We are in the very early innings of earnings season so far. Some interesting stuff to talk about, and we're gonna get to so much more tonight.

**Michael Batnick** (3:17)
But first.

**Josh Brown** (3:18)
Oh, what are we doing first?

**Michael Batnick** (3:20)
But first, creator of Halo, Josh Brown.

**Josh Brown** (3:23)
Yeah, yeah.

**Michael Batnick** (3:24)
We uncovered that the reason why everybody is ripping you off is because in your blog post.

**Josh Brown** (3:31)
Oh, say more.

**Michael Batnick** (3:32)
This is the best thing ever. So Josh coined the term of the year, which you've been doing this a long time. First time, pretty cool. Josh wrote, this emerging theme does not currently have a name, which I am going to fix right now.
I hereby give you express permission to use it and teach others what it means and why it's working. So you, that's good.

**Josh Brown** (3:55)
You think you got me?

**Michael Batnick** (3:56)
No, I didn't get you.

**Josh Brown** (3:59)
I hereby give others permission to use the term.

**Michael Batnick** (4:02)
And they did.

**Josh Brown** (4:02)
Not use it for money making activities that don't involve me.

**Michael Batnick** (4:06)
Well, then you should have specified that as your lawyer. You should have specified that.

**Josh Brown** (4:09)
Listen, I'm not an animal, okay? Oh, yes, you are. No, no, no, no, no, no. I just, I need a taste.