The Compound and Friends: Momentum Stock Slaughterhouse

Author

Michael Batnick
February 06, 2026

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This episode is sponsored by WisdomTree.  Learn more about OPPJ and the broader suite of geopolitical opportunity ETFs at https://www.wisdomtree.com/geopolitical-opportunities

The Compound and Friends:

The Compound and Friends

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What is more likely - an enterprise rips out all its software replacing it with something someone built with a chatbot. ORRRRRR....AI chatbots help coders make existing software do more and run better. A or B?

— Downtown Josh Brown (@downtownjoshbrown.bsky.social)2026-02-04T20:21:45.287Z

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