On this episode of What Are Your Thoughts, Josh Brown and Michael Batnick discuss: Anthropic’s massive S-1 filing, what’s happening beneath the surface of the stock market, and why Amazon’s upcoming earnings report could be a major test for the AI trade. They break down Amazon’s accelerating AWS growth, its massive AI spending, and whether the company can finally convince investors that the returns justify the investment. Plus, the rising cost of capital, tightening credit markets, and what it all means for the future of AI infrastructure. Finally, Josh unveils the “Dirty Dozen,” 12 of the strongest stock charts in the market, Michael makes the case for a stock, and Josh brings a mystery chart to the table. This episode is sponsored by Betterment Advisor Solutions. Learn more at https://betterment.com/advisors 👕 Check out The Compound shop: https://www.idontshop.com 🎙️Listen to our podcasts: TCAF: https://podcasts.thecompoundnews.com/show/TCAF/ Animal Spirits: https://podcasts.thecompoundnews.com/show/animalspirits/ Ask The Compound: https://podcasts.thecompoundnews.com/show/ATC/ The Compound Newsletter: https://www.thecompoundnews.com/subscribe Linkedin: https://www.linkedin.com/company/the-compound-media/ Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews Tik Tok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Michael Batnick are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. #thecompound #investing #stockmarket #stocks