1 00:00:00,040 --> 00:00:03,600 Speaker 1: An illegal alien from Guatemala charged with raping a child 2 00:00:03,680 --> 00:00:07,480 Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador 3 00:00:07,720 --> 00:00:11,840 Speaker 1: accused of murdering a Texas man of Venezuelan charged with 4 00:00:11,920 --> 00:00:15,840 Speaker 1: filming and selling child pornography in Michigan. These are just 5 00:00:15,920 --> 00:00:19,680 Speaker 1: some of the heinous migrant criminals caught because of President 6 00:00:19,720 --> 00:00:23,320 Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States 7 00:00:23,320 --> 00:00:28,120 Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border 8 00:00:28,160 --> 00:00:31,680 Speaker 1: crossings are at the lowest levels ever recorded, and over 9 00:00:31,760 --> 00:00:34,960 Speaker 1: one hundred thousand illegal aliens have been arrested. If you 10 00:00:35,040 --> 00:00:38,920 Speaker 1: are here illegally, your next you will be fined nearly 11 00:00:39,000 --> 00:00:43,000 Speaker 1: one thousand dollars a day, imprisoned, and deported. You will 12 00:00:43,040 --> 00:00:46,680 Speaker 1: never return. But if you register using our CBP home 13 00:00:46,720 --> 00:00:50,120 Speaker 1: app and leave now, you could be allowed to return legally. 14 00:00:50,479 --> 00:00:55,240 Speaker 1: Do what's right. Leave now. Under President Trump, America's laws, 15 00:00:55,400 --> 00:00:57,840 Speaker 1: border and families will be protected. 16 00:00:57,920 --> 00:01:00,360 Speaker 2: Sponsored by the United States Department of Homeland Security. 17 00:01:00,280 --> 00:01:01,880 Speaker 3: Nasdak's record run. 18 00:01:02,400 --> 00:01:06,600 Speaker 4: NASDAK just hit another record high. Is this a fresh 19 00:01:06,920 --> 00:01:11,680 Speaker 4: AI led bull leg or will it soon be undone? 20 00:01:12,560 --> 00:01:14,119 Speaker 3: I want everyone to be very clear. 21 00:01:14,160 --> 00:01:17,000 Speaker 4: I want you to stop wishing for a NASDAK pullback 22 00:01:17,080 --> 00:01:19,520 Speaker 4: because you may have gotten in too late or not 23 00:01:19,600 --> 00:01:19,959 Speaker 4: at all. 24 00:01:21,680 --> 00:01:23,080 Speaker 3: I think in Vidio. 25 00:01:25,080 --> 00:01:28,280 Speaker 4: Had ushered in probably the if we're looking at like 26 00:01:28,319 --> 00:01:32,360 Speaker 4: the class, like the ninety six draft class, this twenty 27 00:01:32,440 --> 00:01:35,560 Speaker 4: twenty five twenty twenty four class of tech companies are 28 00:01:35,640 --> 00:01:38,880 Speaker 4: probably some of the best we have ever seen in 29 00:01:38,920 --> 00:01:45,760 Speaker 4: the history of American enterprise. So will there be a pullback, Absolutely, 30 00:01:46,319 --> 00:01:48,960 Speaker 4: But I'm seeing a lot of correction talk, a lot 31 00:01:48,960 --> 00:01:52,960 Speaker 4: of recession talk. Is there a recession in the economy, yes, 32 00:01:53,840 --> 00:01:56,400 Speaker 4: and NASDAK and Nvidia not so much. 33 00:01:56,400 --> 00:01:58,000 Speaker 3: Two things can be true at the same time. 34 00:01:59,200 --> 00:02:01,600 Speaker 4: I think that may be a probability of NAZAC pulling 35 00:02:01,640 --> 00:02:05,600 Speaker 4: back to twenty three seventy one somewhere in the area. 36 00:02:05,760 --> 00:02:09,320 Speaker 4: But as far as a long term twenty thirty percent drop, 37 00:02:09,400 --> 00:02:13,160 Speaker 4: the companies are too strong. In Nvidia MD and I 38 00:02:13,200 --> 00:02:16,000 Speaker 4: know that chart keeps circling around of in Nvidia's growth 39 00:02:16,040 --> 00:02:20,520 Speaker 4: versus Cisco's growth. The difference is Cisco didn't have the 40 00:02:20,600 --> 00:02:25,079 Speaker 4: margins or Netscape during the dot com bubble, didn't have 41 00:02:25,160 --> 00:02:31,040 Speaker 4: the same kind of architecture in the business model for 42 00:02:31,120 --> 00:02:33,480 Speaker 4: a multi trillion dollar company. For them, to still be 43 00:02:33,600 --> 00:02:37,000 Speaker 4: operating at fifty one percent net margin. 44 00:02:36,760 --> 00:02:39,519 Speaker 3: As absolutely five fifty. 45 00:02:40,320 --> 00:02:43,440 Speaker 4: That's like a small business operating at ninety eight percent 46 00:02:43,560 --> 00:02:48,359 Speaker 4: net margin. So this is one of the best companies 47 00:02:48,400 --> 00:02:54,040 Speaker 4: ever testa solid Apple starting to fight back Google a solid. 48 00:02:55,680 --> 00:02:57,880 Speaker 4: Now is not the time to shorten the market. The 49 00:02:58,000 --> 00:03:00,320 Speaker 4: real move is to buy in and hold for a 50 00:03:00,320 --> 00:03:03,600 Speaker 4: long period of time and don't change that as I 51 00:03:03,639 --> 00:03:06,639 Speaker 4: prep for investments and everything that I want to keep 52 00:03:06,639 --> 00:03:10,320 Speaker 4: talking about, like go someone put in chat what is Microsoft? 53 00:03:10,360 --> 00:03:15,000 Speaker 4: And in videos all time return. That's the power work 54 00:03:15,160 --> 00:03:18,760 Speaker 4: Rashard is talking about, Hey, I had an opportunity to 55 00:03:18,919 --> 00:03:21,000 Speaker 4: buy a property. Now I take the games from that 56 00:03:21,080 --> 00:03:23,880 Speaker 4: property and put it into something long term and twenty 57 00:03:24,000 --> 00:03:27,080 Speaker 4: years he'll be able to look up and from that 58 00:03:27,240 --> 00:03:31,320 Speaker 4: initial investment, maybe make five or six million dollars just 59 00:03:31,360 --> 00:03:34,040 Speaker 4: holding twenty years. I know now is being an NBA 60 00:03:34,120 --> 00:03:37,960 Speaker 4: making three hundred million of years sold back. But this 61 00:03:38,080 --> 00:03:41,040 Speaker 4: is the power of investing in quality companies and in 62 00:03:41,040 --> 00:03:43,440 Speaker 4: twenty ten and for twenty fifteen. 63 00:03:44,720 --> 00:03:46,920 Speaker 5: This episode is brought to you by P and C Bank. 64 00:03:47,320 --> 00:03:50,080 Speaker 5: A lot of people think podcasts about work are boring, 65 00:03:50,320 --> 00:03:54,160 Speaker 5: and sure they definitely can be, but understanding a professionals 66 00:03:54,240 --> 00:03:57,480 Speaker 5: routine shows us how they achieve their success, little by little, 67 00:03:57,880 --> 00:04:01,520 Speaker 5: day after day. It's like banking with P and C Bank. 68 00:04:02,000 --> 00:04:04,800 Speaker 5: It might seem boring to safe plan and make calculated 69 00:04:04,800 --> 00:04:07,920 Speaker 5: decisions with your bank, but keeping your money boring is 70 00:04:07,960 --> 00:04:11,280 Speaker 5: what helps you live or more happily fulfilled life. 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It's not just about payments, 90 00:05:11,040 --> 00:05:13,719 Speaker 5: it's about giving you time back so you can focus 91 00:05:13,720 --> 00:05:16,440 Speaker 5: on what matters most ready. To see how Square can 92 00:05:16,480 --> 00:05:21,240 Speaker 5: transform your business, visit Square dot com backslash go backslash 93 00:05:21,360 --> 00:05:25,520 Speaker 5: eyl to learn more that Square dot com backslash, go 94 00:05:25,960 --> 00:05:30,159 Speaker 5: backslash eyl. Don't wait, don't hesitate. Let's Square handle the 95 00:05:30,200 --> 00:05:32,720 Speaker 5: back end so you can keep pushing your vision forward. 96 00:05:34,960 --> 00:05:38,640 Speaker 1: An illegal alien from Guatemala charged with raping a child 97 00:05:38,640 --> 00:05:42,440 Speaker 1: in Massachusetts. An MS thirteen gang member from El Salvador 98 00:05:42,680 --> 00:05:46,839 Speaker 1: accused of murdering a Texas man of Venezuelan charged with 99 00:05:46,920 --> 00:05:50,800 Speaker 1: filming and selling child pornography in Michigan. These are just 100 00:05:50,880 --> 00:05:54,640 Speaker 1: some of the heinous migrant criminals caught because of President 101 00:05:54,680 --> 00:05:58,279 Speaker 1: Donald J. Trump's leadership. I'm Christine Nohm, the United States 102 00:05:58,279 --> 00:06:03,080 Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border 103 00:06:03,120 --> 00:06:06,680 Speaker 1: crossings are at the lowest levels ever recorded, and over 104 00:06:06,720 --> 00:06:09,960 Speaker 1: one hundred thousand illegal aliens have been arrested. If you 105 00:06:10,000 --> 00:06:13,880 Speaker 1: were here illegally, your next you will be fine Nearly 106 00:06:13,960 --> 00:06:17,960 Speaker 1: one thousand dollars a day imprisoned and deported, you will 107 00:06:18,000 --> 00:06:21,640 Speaker 1: never return. But if you register using our CBP home 108 00:06:21,680 --> 00:06:25,080 Speaker 1: app and leave now, you could be allowed to return legally. 109 00:06:25,440 --> 00:06:30,200 Speaker 1: Do what's right. Leave now. Under President Trump America's laws, 110 00:06:30,360 --> 00:06:32,359 Speaker 1: border and families will. 111 00:06:32,200 --> 00:06:35,000 Speaker 2: Be protected sponsored by the United States Department of Homeland Security. 112 00:06:35,040 --> 00:06:37,080 Speaker 4: And if I told you a multi triggion dollar company 113 00:06:37,520 --> 00:06:40,160 Speaker 4: was going to usher in this wave and open AI 114 00:06:40,200 --> 00:06:42,839 Speaker 4: hasn't even republic yet, now is not the time to 115 00:06:42,880 --> 00:06:43,640 Speaker 4: shorten NaSTA. 116 00:06:43,720 --> 00:06:44,320 Speaker 3: The Russell. 117 00:06:45,600 --> 00:06:48,680 Speaker 4: The hedge funds have the largest number of shorts on 118 00:06:48,880 --> 00:06:52,400 Speaker 4: the Russell two thousand and history. That's dramatically different from 119 00:06:52,400 --> 00:06:55,120 Speaker 4: what's happening in NASTAC. Please continue to hold for the 120 00:06:55,160 --> 00:06:57,680 Speaker 4: next five years. Yeah, I think it's an interesting time. 121 00:06:58,240 --> 00:07:00,080 Speaker 5: And if you look at the book case obviously, I 122 00:07:00,120 --> 00:07:02,080 Speaker 5: mean just following the trend, if you just from a 123 00:07:02,080 --> 00:07:05,240 Speaker 5: technical now, it's a standpoint, you don't see a big 124 00:07:05,360 --> 00:07:09,080 Speaker 5: market approaching. In fact, when we talk about you know, 125 00:07:09,600 --> 00:07:12,960 Speaker 5: economic indicators, I know CPI, something gets brought up a lot, 126 00:07:13,120 --> 00:07:14,680 Speaker 5: and we'll see where inflation is at. 127 00:07:14,720 --> 00:07:17,280 Speaker 3: But all signs of pointing to rate cuts. 128 00:07:17,760 --> 00:07:20,120 Speaker 5: And if you know anything about rate cuts for large 129 00:07:20,120 --> 00:07:22,320 Speaker 5: scale enterprise companies, that's gonna help. 130 00:07:22,760 --> 00:07:22,960 Speaker 3: Yees. 131 00:07:23,120 --> 00:07:24,960 Speaker 5: So if there's two that are being baked in for 132 00:07:25,000 --> 00:07:26,520 Speaker 5: this year, we've been saying it's gonna be too it's 133 00:07:26,560 --> 00:07:28,360 Speaker 5: gonna be two September. It looks like it's gonna be 134 00:07:28,400 --> 00:07:30,680 Speaker 5: the month. We're just a month away from that. You're 135 00:07:30,720 --> 00:07:34,680 Speaker 5: talking about rate cuts that's gonna help. You're talking about 136 00:07:36,160 --> 00:07:40,680 Speaker 5: another delay on this China tariff that helps. You're talking about, 137 00:07:40,840 --> 00:07:43,520 Speaker 5: now we're going to be able to sell not our 138 00:07:43,640 --> 00:07:47,440 Speaker 5: top tier product in backwell, but maybe some of hoppers 139 00:07:47,880 --> 00:07:52,040 Speaker 5: to China with a fifteen percent quote unquote tariff, and Trump. 140 00:07:51,880 --> 00:07:54,080 Speaker 4: Said he may even let them sell a higher chip 141 00:07:54,160 --> 00:07:54,960 Speaker 4: version to China. 142 00:07:55,240 --> 00:07:58,840 Speaker 5: I was getting there now, So now you're talking about 143 00:07:58,880 --> 00:08:01,960 Speaker 5: you're expanding that market where you had lost maybe a 144 00:08:02,000 --> 00:08:06,040 Speaker 5: fifteen percent part of your episode, like that's there on 145 00:08:06,120 --> 00:08:08,280 Speaker 5: top of it. Now this talks that you may be 146 00:08:08,320 --> 00:08:10,640 Speaker 5: able to sell a higher chip to them. So now 147 00:08:10,680 --> 00:08:13,200 Speaker 5: you're growing that base. That's and we're just talking about 148 00:08:13,200 --> 00:08:18,440 Speaker 5: in video, right, We're talking about that hyperscaler, that economy 149 00:08:18,520 --> 00:08:22,640 Speaker 5: that thrives and grows off the production in the progress. 150 00:08:22,240 --> 00:08:23,800 Speaker 3: Of the video is just as strong. 151 00:08:23,840 --> 00:08:27,320 Speaker 5: When you're talking about a broad coom and you're talking 152 00:08:27,360 --> 00:08:32,320 Speaker 5: about Adell, all these companies that are going to benefit 153 00:08:32,360 --> 00:08:32,719 Speaker 5: from it. 154 00:08:33,200 --> 00:08:36,199 Speaker 3: All these things help. So will there be a pullback? 155 00:08:36,640 --> 00:08:40,280 Speaker 3: I think we saw every week. I thought we saw 156 00:08:40,320 --> 00:08:43,560 Speaker 3: two already, Like we saw one in January. For sure, 157 00:08:43,600 --> 00:08:44,880 Speaker 3: we saw one on April. 158 00:08:45,679 --> 00:08:48,240 Speaker 5: Could we see one here in the next four to 159 00:08:48,280 --> 00:08:50,559 Speaker 5: six weeks. I think we'll see a slight pullback. I 160 00:08:50,559 --> 00:08:54,080 Speaker 5: don't think it'll be something that will over twenty percent 161 00:08:54,160 --> 00:08:57,280 Speaker 5: like a correction. I'm starting to see some analysts starting 162 00:08:57,280 --> 00:08:59,240 Speaker 5: to predict that there might be one at the top 163 00:08:59,240 --> 00:08:59,880 Speaker 5: of next year. 164 00:09:00,400 --> 00:09:03,200 Speaker 3: But right now, deph Flag is green Man. 165 00:09:04,120 --> 00:09:11,280 Speaker 4: The top companies in the NASTAK Nvidia, Microsoft, Apple, Google, Amazon, Meta, Broadcom, Tesla. 166 00:09:13,240 --> 00:09:16,880 Speaker 4: That's not a top seven or top five. 167 00:09:16,920 --> 00:09:20,760 Speaker 1: I want to short an illegal alien from Guatemala charged 168 00:09:20,880 --> 00:09:24,440 Speaker 1: with raping a child in Massachusetts. An MS thirteen gang 169 00:09:24,480 --> 00:09:28,360 Speaker 1: member from Al Salvador accused of murdering a Texas man 170 00:09:28,520 --> 00:09:33,160 Speaker 1: of Venezuelan charged with filming and selling child pornography in Michigan. 171 00:09:33,520 --> 00:09:36,840 Speaker 1: These are just some of the heinous migrant criminals caught 172 00:09:37,120 --> 00:09:40,720 Speaker 1: because of President Donald J. Trump's leadership. I'm Christy Noman, 173 00:09:40,840 --> 00:09:44,760 Speaker 1: the United States Secretary of Homeland Security. Under President Trump, 174 00:09:45,040 --> 00:09:49,319 Speaker 1: attempted illegal border crossings are at the lowest levels ever recorded, 175 00:09:49,640 --> 00:09:52,680 Speaker 1: and over one hundred thousand illegal aliens have been arrested. 176 00:09:52,960 --> 00:09:56,520 Speaker 1: If you are here illegally, your next you will be 177 00:09:56,559 --> 00:10:00,400 Speaker 1: fine nearly one thousand dollars a day, imprisoned, and reported. 178 00:10:00,920 --> 00:10:04,160 Speaker 1: You will never return. But if you register using our 179 00:10:04,160 --> 00:10:07,360 Speaker 1: CBP home app and leave now, you could be allowed 180 00:10:07,400 --> 00:10:12,360 Speaker 1: to return legally. Do what's right, leave now. Under President Trump, 181 00:10:12,520 --> 00:10:16,120 Speaker 1: America's laws, border and families will be protected. 182 00:10:16,200 --> 00:10:18,360 Speaker 2: Sponsored by the United States Department of Homeland Security,