WEBVTT - Nasdaq’s Record Highs: Is the AI Boom Here to Stay?

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<v Speaker 1>An illegal alien from Guatemala charged with raping a child

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<v Speaker 1>in Massachusetts. An MS thirteen gang member from Al Salvador

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<v Speaker 1>accused of murdering a Texas man of Venezuelan charged with

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<v Speaker 1>filming and selling child pornography in Michigan. These are just

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<v Speaker 1>some of the heinous migrant criminals caught because of President

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<v Speaker 1>Donald J. Trump's leadership. I'm Christy nom the United States

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<v Speaker 1>Secretary of Homeland Security. Under President Trump, attempted illegal border

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<v Speaker 1>crossings are at the lowest levels ever recorded, and over

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<v Speaker 1>one hundred thousand illegal aliens have been arrested. If you

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<v Speaker 1>are here illegally, your next you will be fined nearly

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<v Speaker 1>one thousand dollars a day, imprisoned, and deported. You will

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<v Speaker 1>never return. But if you register using our CBP home

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<v Speaker 1>app and leave now, you could be allowed to return legally.

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<v Speaker 1>Do what's right. Leave now. Under President Trump, America's laws,

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<v Speaker 1>border and families will be protected.

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<v Speaker 2>Sponsored by the United States Department of Homeland Security.

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<v Speaker 3>Nasdak's record run.

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<v Speaker 4>NASDAK just hit another record high. Is this a fresh

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<v Speaker 4>AI led bull leg or will it soon be undone?

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<v Speaker 3>I want everyone to be very clear.

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<v Speaker 4>I want you to stop wishing for a NASDAK pullback

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<v Speaker 4>because you may have gotten in too late or not

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<v Speaker 4>at all.

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<v Speaker 3>I think in Vidio.

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<v Speaker 4>Had ushered in probably the if we're looking at like

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<v Speaker 4>the class, like the ninety six draft class, this twenty

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<v Speaker 4>twenty five twenty twenty four class of tech companies are

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<v Speaker 4>probably some of the best we have ever seen in

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<v Speaker 4>the history of American enterprise. So will there be a pullback, Absolutely,

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<v Speaker 4>But I'm seeing a lot of correction talk, a lot

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<v Speaker 4>of recession talk. Is there a recession in the economy, yes,

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<v Speaker 4>and NASDAK and Nvidia not so much.

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<v Speaker 3>Two things can be true at the same time.

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<v Speaker 4>I think that may be a probability of NAZAC pulling

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<v Speaker 4>back to twenty three seventy one somewhere in the area.

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<v Speaker 4>But as far as a long term twenty thirty percent drop,

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<v Speaker 4>the companies are too strong. In Nvidia MD and I

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<v Speaker 4>know that chart keeps circling around of in Nvidia's growth

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<v Speaker 4>versus Cisco's growth. The difference is Cisco didn't have the

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<v Speaker 4>margins or Netscape during the dot com bubble, didn't have

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<v Speaker 4>the same kind of architecture in the business model for

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<v Speaker 4>a multi trillion dollar company. For them, to still be

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<v Speaker 4>operating at fifty one percent net margin.

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<v Speaker 3>As absolutely five fifty.

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<v Speaker 4>That's like a small business operating at ninety eight percent

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<v Speaker 4>net margin. So this is one of the best companies

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<v Speaker 4>ever testa solid Apple starting to fight back Google a solid.

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<v Speaker 4>Now is not the time to shorten the market. The

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<v Speaker 4>real move is to buy in and hold for a

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<v Speaker 4>long period of time and don't change that as I

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<v Speaker 4>prep for investments and everything that I want to keep

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<v Speaker 4>talking about, like go someone put in chat what is Microsoft?

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<v Speaker 4>And in videos all time return. That's the power work

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<v Speaker 4>Rashard is talking about, Hey, I had an opportunity to

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<v Speaker 4>buy a property. Now I take the games from that

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<v Speaker 4>property and put it into something long term and twenty

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<v Speaker 4>years he'll be able to look up and from that

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<v Speaker 4>initial investment, maybe make five or six million dollars just

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<v Speaker 4>holding twenty years. I know now is being an NBA

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<v Speaker 4>making three hundred million of years sold back. But this

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<v Speaker 4>is the power of investing in quality companies and in

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<v Speaker 4>twenty ten and for twenty fifteen.

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<v Speaker 5>This episode is brought to you by P and C Bank.

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<v Speaker 1>An illegal alien from Guatemala charged with raping a child

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<v Speaker 1>in Massachusetts. An MS thirteen gang member from El Salvador

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<v Speaker 1>accused of murdering a Texas man of Venezuelan charged with

0:05:46.920 --> 0:05:50.800
<v Speaker 1>filming and selling child pornography in Michigan. These are just

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<v Speaker 1>some of the heinous migrant criminals caught because of President

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<v Speaker 1>Donald J. Trump's leadership. I'm Christine Nohm, the United States

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<v Speaker 1>Secretary of Homeland Security. Under President Trump, attempted illegal border

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<v Speaker 1>crossings are at the lowest levels ever recorded, and over

0:06:06.720 --> 0:06:09.960
<v Speaker 1>one hundred thousand illegal aliens have been arrested. If you

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<v Speaker 1>were here illegally, your next you will be fine Nearly

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<v Speaker 1>one thousand dollars a day imprisoned and deported, you will

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<v Speaker 1>never return. But if you register using our CBP home

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<v Speaker 1>app and leave now, you could be allowed to return legally.

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<v Speaker 1>Do what's right. Leave now. Under President Trump America's laws,

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<v Speaker 1>border and families will.

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<v Speaker 2>Be protected sponsored by the United States Department of Homeland Security.

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<v Speaker 4>And if I told you a multi triggion dollar company

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<v Speaker 4>was going to usher in this wave and open AI

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<v Speaker 4>hasn't even republic yet, now is not the time to

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<v Speaker 4>shorten NaSTA.

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<v Speaker 3>The Russell.

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<v Speaker 4>The hedge funds have the largest number of shorts on

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<v Speaker 4>the Russell two thousand and history. That's dramatically different from

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<v Speaker 4>what's happening in NASTAC. Please continue to hold for the

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<v Speaker 4>next five years. Yeah, I think it's an interesting time.

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<v Speaker 5>And if you look at the book case obviously, I

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<v Speaker 5>mean just following the trend, if you just from a

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<v Speaker 5>technical now, it's a standpoint, you don't see a big

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<v Speaker 5>market approaching. In fact, when we talk about you know,

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<v Speaker 5>economic indicators, I know CPI, something gets brought up a lot,

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<v Speaker 5>and we'll see where inflation is at.

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<v Speaker 3>But all signs of pointing to rate cuts.

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<v Speaker 5>And if you know anything about rate cuts for large

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<v Speaker 5>scale enterprise companies, that's gonna help.

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<v Speaker 3>Yees.

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<v Speaker 5>So if there's two that are being baked in for

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<v Speaker 5>this year, we've been saying it's gonna be too it's

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<v Speaker 5>gonna be two September. It looks like it's gonna be

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<v Speaker 5>the month. We're just a month away from that. You're

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<v Speaker 5>talking about rate cuts that's gonna help. You're talking about

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<v Speaker 5>another delay on this China tariff that helps. You're talking about,

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<v Speaker 5>now we're going to be able to sell not our

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<v Speaker 5>top tier product in backwell, but maybe some of hoppers

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<v Speaker 5>to China with a fifteen percent quote unquote tariff, and Trump.

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<v Speaker 4>Said he may even let them sell a higher chip

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<v Speaker 4>version to China.

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<v Speaker 5>I was getting there now, So now you're talking about

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<v Speaker 5>you're expanding that market where you had lost maybe a

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<v Speaker 5>fifteen percent part of your episode, like that's there on

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<v Speaker 5>top of it. Now this talks that you may be

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<v Speaker 5>able to sell a higher chip to them. So now

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<v Speaker 5>you're growing that base. That's and we're just talking about

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<v Speaker 5>in video, right, We're talking about that hyperscaler, that economy

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<v Speaker 5>that thrives and grows off the production in the progress.

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<v Speaker 3>Of the video is just as strong.

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<v Speaker 5>When you're talking about a broad coom and you're talking

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<v Speaker 5>about Adell, all these companies that are going to benefit

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<v Speaker 5>from it.

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<v Speaker 3>All these things help. So will there be a pullback?

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<v Speaker 3>I think we saw every week. I thought we saw

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<v Speaker 3>two already, Like we saw one in January. For sure,

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<v Speaker 3>we saw one on April.

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<v Speaker 5>Could we see one here in the next four to

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<v Speaker 5>six weeks. I think we'll see a slight pullback. I

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<v Speaker 5>don't think it'll be something that will over twenty percent

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<v Speaker 5>like a correction. I'm starting to see some analysts starting

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<v Speaker 5>to predict that there might be one at the top

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<v Speaker 5>of next year.

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<v Speaker 3>But right now, deph Flag is green Man.

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<v Speaker 4>The top companies in the NASTAK Nvidia, Microsoft, Apple, Google, Amazon, Meta, Broadcom, Tesla.

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<v Speaker 4>That's not a top seven or top five.

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<v Speaker 1>I want to short an illegal alien from Guatemala charged

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<v Speaker 1>with raping a child in Massachusetts. An MS thirteen gang

0:09:24.480 --> 0:09:28.360
<v Speaker 1>member from Al Salvador accused of murdering a Texas man

0:09:28.520 --> 0:09:33.160
<v Speaker 1>of Venezuelan charged with filming and selling child pornography in Michigan.

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<v Speaker 1>These are just some of the heinous migrant criminals caught

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<v Speaker 1>because of President Donald J. Trump's leadership. I'm Christy Noman,

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<v Speaker 1>the United States Secretary of Homeland Security. Under President Trump,

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<v Speaker 1>attempted illegal border crossings are at the lowest levels ever recorded,

0:09:49.640 --> 0:09:52.680
<v Speaker 1>and over one hundred thousand illegal aliens have been arrested.

0:09:52.960 --> 0:09:56.520
<v Speaker 1>If you are here illegally, your next you will be

0:09:56.559 --> 0:10:00.400
<v Speaker 1>fine nearly one thousand dollars a day, imprisoned, and reported.

0:10:00.920 --> 0:10:04.160
<v Speaker 1>You will never return. But if you register using our

0:10:04.160 --> 0:10:07.360
<v Speaker 1>CBP home app and leave now, you could be allowed

0:10:07.400 --> 0:10:12.360
<v Speaker 1>to return legally. Do what's right, leave now. Under President Trump,

0:10:12.520 --> 0:10:16.120
<v Speaker 1>America's laws, border and families will be protected.

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<v Speaker 2>Sponsored by the United States Department of Homeland Security,