Tim Cook the GOAT? Snowflake earnings preview, the software comeback, reactions to Ed Zitron

**Michael Batnick** (0:15)
I love it.

**Josh Brown** (0:16)
Turn my headphones out.

**Michael Batnick** (0:20)
You turn them on.

**Josh Brown** (0:20)
Alright. I just want to...
It's our first time with me in our new Long Island hideaway. Want to make sure everybody can hear me.

**Michael Batnick** (0:31)
The sound quality.

**Josh Brown** (0:33)
Is it good?

**Michael Batnick** (0:34)
It's good enough.

**Josh Brown** (0:35)
It'll get better.
Alright, we're going to work on the soundproofing. It's going to have to do. Hey, everybody, welcome to an all new edition of What Are Your Thoughts? America's favorite investing live stream. We do this every week, usually live at 5 p.m. Eastern with me, as always, my co-host, Mr. Michael Batnick. Michael, say hello.

**Michael Batnick** (0:57)
Hello, hello. I like your name today. It's very clever.

**Josh Brown** (0:59)
Look at me. So clever. Just a wash in cleverness.
The chat is going off right now.

**Michael Batnick** (1:06)
Let's see what we see here. Hold on. Before we get to the chat, I was thinking that your away message game must have been absolutely insane, but were you too old for that? Was that after your time?

**Josh Brown** (1:15)
What's an away message?

**Michael Batnick** (1:16)
Like iMessage? Remember like iMessage back in the day?

**Josh Brown** (1:20)
Oh, I don't care if I...

**Michael Batnick** (1:22)
Like aim, aim, aim.

**Josh Brown** (1:23)
Yeah, I wasn't clever with that.

**Michael Batnick** (1:26)
Those were the original tweets.

**Josh Brown** (1:28)
Yeah, I was a big ringtone guy. Like, if you called me, I controlled what song you heard as the ring.

**Michael Batnick** (1:34)
That was your thing.

**Josh Brown** (1:35)
That was my thing, and I was DJing. I was DJing my ringtones. All right, who's here? Georgie Dee is in the house. Chris Hayes, Magnus, some of the regulars. Super excited to see you guys.
Thanks for being here live. We appreciate it. Michael Skyro says, good day, everyone.

**Michael Batnick** (1:53)
Good day, sir.

**Josh Brown** (1:53)
Noah Turner, what up, what up? Yup.
I don't know, guys talking about football, talking about why does everyone hate Nvidia. I wasn't aware that that was a thing. All right, everybody's here. All the gangsters and gangstarets are in the house. We appreciate you guys. We have a sponsor tonight, Betterment Advisor Solutions. Michael, what do we need to know about Betterment Advisor Solutions?

**Michael Batnick** (2:16)
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**Josh Brown** (3:08)
Thank you so much to Betterment Advisor Solutions for sponsoring the show. And full disclosure, we are not only sponsored by Betterment Advisor Solutions, we are a customer for one of our client service tiers.

**Michael Batnick** (3:22)
And full disclosure, I got accounts there.

**Josh Brown** (3:26)
So there you go. And it works. All right.
Snowflake earnings coming and well, all right. So there's a bunch of earnings. Palo Alto and Dell are already out today after the close. And I think MongoDB. And maybe you'll take a live look at those real quick for us to see.

**Michael Batnick** (3:46)
Dell is flying. It's up 8%.
Happy we own that important house. Mongo, it's got a head like a drive-in movie theater. Mongo is getting mongoed. The stock is down quite a bit.
What's the ticker here? Thank you, Josh. MongoDB. And what was the other one that you said?

**Josh Brown** (4:07)
What is the, the DB stands for database, I hope?

**Michael Batnick** (4:09)
Sure. Down 13, down 12 and a half percent. And what was the last one, Josh?

**Josh Brown** (4:14)
Palo Alto, PANW.

**Michael Batnick** (4:15)
I don't think it reported yet because it's literally flat unless maybe it's just flat. That could be too. Oh no, no, it's five o'clock. Five o'clock, it's not flat.