Josh Brown on Amazon: "This is the new Apple"

Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to explain why he believes Amazon is the new Apple.

[@abvincent12]

This is the smartest commentary I have ever seen on CNBC - thank you Josh Brown!

[@streetsmarts404]

Amazon is the only company reinvesting aggressively still in growth. Rest all mega tech companies have no other place to invest so offering dividend and buybacks etc.

[@abvincent12]

100% right

[@navsofour2892]

It was always the most magnificent of the mag 7, not sure why WS talk heads just discovered it, the only comparable is MSFT i think is worth to own both.

[@DanielGoldMcduckRose]

Msft has been right track

[@matthew.m.stevick]

Just read Jassy’s last earnings report and call. It’s literally beautiful.

[@sirus312]

Amazon is absolutely dominating

[@keto6789]

Liz Always wrong Young

[@karthikkumaresan1091]

if so, do the opposite and make money son

[@jamesm.3967]

Always hot though. 😮

[@valetudo1569]

The new apple is way hyperbolic but the stock/company is doing well

[@darrenhere5856]

DOWNTOWN !!!!!

[@super_hero2]

google is a better buy they are well positioned to take advantage of the AI boom. There is already AI model helping scientists make drugs, and there are plenty of these type of application for AI and google is the only company that is doing this sort of things.

[@DSergey-j1h]

It’s true. Im buying it now. I have a lot of amzn. Everybody is excited about it. But goog is a better buy now. Good price and good surprises will come soon.

[@supadave422]

Both Amazon and Google

[@Mr.Eeeeeeeee]

I like and respect Josh but sorry, Amazon is not Apple.

[@twyscape]

No it’s not but it’s starting to dominate like Apple used to. I don’t see much growth in Apple due to lack of new innovation, Amazon on the other hand still has massive growth potential with Ai, AWS and with retail due to brick and mortar high rents and crime.

[@Mr.Eeeeeeeee]

@@twyscape Utter nonsense. When someone else can make a super mobile computer that is better than an iPhone then talk to me. Until then Apple will always dominate.

[@GallantNite]

@@Mr.Eeeeeeeee Apple has no more growth and losing market share. cause china is banning it soon. if usa, eu is saturated already for iphone, mac, ipad, airpods. what is the next apple product that they gonna make to break through?

[@xxxxl2333]

new Apple🤣🤣🤣🤣🤣

[@valetudo1569]

Way hyperbolic

[@abvincent12]

Amazon will have the same free cash flow as Apple in less than 2 years. Apple is in decline (simply look at its revenues), Amazon is growing revenues by 13-15% year over year. Not only is Amazon the new Apple it will eclipse apple in FCF in a matter of a few years. So I don't understand why you are laughing other than you don't know what you don't know.

[@Stavros_Steve_Deriziotis]

Yup!

[@cedricvervaeck6100]

Nvidia and Dell Technologies less Forward P/E’s in the coming years.

[@podangadubukus]

Josh tends to take himself too seriously , starring at the camera for no reason

[@davidshaw5872]

I’m buying Apple and Amazon. I’m never selling 😎

[@zappex92]

I Sell

[@wa210]

Go ahead David. WS loves guys like you. When the economic sheeeeeit hits the fan, just hold and watch the market timberrrrrrrr....seen this song and dance play out a few times before.

[@jamesm.3967]

@@wa210actually they hate buy and hold. 😮

[@dupreetv7851]

Amazon will reach 200 before the mth out, 250 mid June!!! 🚀

[@Viv8ldi]

?

[@Enissay272]

He owns amzn

[@knt3219]

Mr. Josh. What The 🇺🇸 Love . Sincerely ❤❤❤, KNT.

[@cedricvervaeck6100]

Microsoft is better I guess. Follow the positive momentum on the AI stocks WITH earnings. In % more chance that they move higher than Apple what didn’t have much positive momentum for now.

[@dougmanzo9648]

It’ll be a great day when everyone realizes they don’t need amazon apple meta and google

[@navsofour2892]

Every large or mid size cap in the world needs AMZN, prepare for a $1,000 stock price within the decade.

[@mikeshawn5864]

To go down…😮😅😊

[@chrischaruwat9476]

Only comment is if Josh is excited about AWS annual run rate if $100 billion / MSFT has an annual run rate of $110 billion

[@abvincent12]

Not in cloud they don't - not even close. In 2023 Azure had $24 billion in revenue, which is chump change compared to AWS.

[@chrischaruwat9476]

@@abvincent12 MSFT just reported - This quarter Microsoft Cloud revenue was $35.1 billion, up 23% year-over-year, driven by strong execution by our sales teams and partners,” said Amy Hood, executive vice president and chief financial officer of Microsoft.

[@far1762]

👁️

[@gloriajaimesa2811]

People dont understand lol ! This guy is cocky and batting avg isnt impressive, in particular, his breakout calls are bad.

[@kitpanasy]

Sell Apple…company can’t innovate. Keeps over charging for accessories

[@Mr.Eeeeeeeee]

Clown comment

[@wa210]

Been overcharging for decades. Just wait till a real crisis crunch happens, but it will be too late for the gullible. The rich will already pulled out, and you know the rest about pigs.