1
00:00:01,360 --> 00:00:03,640
Speaker 1: This episode is brought to you by P and C Bank.

2
00:00:04,000 --> 00:00:06,760
Speaker 1: A lot of people think podcasts about work are boring,

3
00:00:07,000 --> 00:00:10,840
Speaker 1: and sure they definitely can be, but understanding a professionals

4
00:00:10,920 --> 00:00:14,160
Speaker 1: routine shows us how they achieve their success little by little,

5
00:00:14,560 --> 00:00:18,200
Speaker 1: day after day. It's like banking with P and C Bank.

6
00:00:18,680 --> 00:00:21,480
Speaker 1: It might seem boring to safe plan and make calculated

7
00:00:21,480 --> 00:00:24,599
Speaker 1: decisions with your bank, but keeping your money boring is

8
00:00:24,640 --> 00:00:27,960
Speaker 1: what helps you live or more happily fulfilled life. P

9
00:00:28,080 --> 00:00:32,879
Speaker 1: and C Bank Brilliantly Boring since eighteen sixty five. Brilliantly

10
00:00:32,960 --> 00:00:35,600
Speaker 1: Boring since eighteen sixty five is a service mark of

11
00:00:35,600 --> 00:00:38,840
Speaker 1: the PNC Financial Service Group, Inc. P and C Bank

12
00:00:39,280 --> 00:00:42,000
Speaker 1: National Association Member FDIC.

13
00:00:44,600 --> 00:00:45,279
Speaker 2: Erness What's Up?

14
00:00:45,360 --> 00:00:47,839
Speaker 1: You ever walk into a small business and everything just

15
00:00:47,960 --> 00:00:51,159
Speaker 1: works like the checkout is fast, the receipts are digital,

16
00:00:51,680 --> 00:00:54,640
Speaker 1: tipping is a breeze, and you're out the door before

17
00:00:54,680 --> 00:00:58,840
Speaker 1: the line even builds. Odds are they're using Square? We

18
00:00:58,960 --> 00:01:01,520
Speaker 1: love supporting business that run on Square because it just

19
00:01:01,560 --> 00:01:04,800
Speaker 1: feels seamless. Whether it's a local coffee shop, a vendor

20
00:01:04,840 --> 00:01:07,080
Speaker 1: at a pop up market, or even one of our

21
00:01:07,160 --> 00:01:10,800
Speaker 1: merch partners. Square makes it easy for them to take payments,

22
00:01:11,040 --> 00:01:14,760
Speaker 1: manage inventory, and run their business with confidence, all from

23
00:01:14,840 --> 00:01:18,240
Speaker 1: one simple system. If you're a business owner or even

24
00:01:18,360 --> 00:01:21,880
Speaker 1: just thinking about launching something soon, Square is hands down

25
00:01:21,880 --> 00:01:24,280
Speaker 1: one of the best tools out there to help you start,

26
00:01:24,600 --> 00:01:28,200
Speaker 1: run and grow. It's not just about payments, it's about

27
00:01:28,200 --> 00:01:30,640
Speaker 1: giving you time back so you can focus on.

28
00:01:30,560 --> 00:01:32,000
Speaker 2: What matters most ready.

29
00:01:32,040 --> 00:01:35,399
Speaker 1: To see how Square can transform your business, visit Square

30
00:01:35,480 --> 00:01:40,000
Speaker 1: dot com backslash, go backslash eyl to learn more that

31
00:01:40,200 --> 00:01:45,640
Speaker 1: Square dot com backslash, go backslash eyl. Don't wait, don't hesitate.

32
00:01:45,760 --> 00:01:48,160
Speaker 1: Let's Square handle the back end so you can keep

33
00:01:48,160 --> 00:01:49,400
Speaker 1: pushing your vision forward.

34
00:01:51,680 --> 00:01:54,720
Speaker 3: All right, So the question is that everybody wants to

35
00:01:54,720 --> 00:01:59,240
Speaker 3: know is too far? How far will the stock market fall?

36
00:02:00,880 --> 00:02:02,560
Speaker 3: So they can know when to get in. And then

37
00:02:02,680 --> 00:02:06,440
Speaker 3: also a lot of companies are down right and Video

38
00:02:06,480 --> 00:02:09,440
Speaker 3: is down over twenty five percent Microsoft, Microsoft is down,

39
00:02:09,520 --> 00:02:14,519
Speaker 3: Apple is down to TSM is down over twenty percent.

40
00:02:15,480 --> 00:02:18,399
Speaker 3: Out of all of those like major blue chip companies,

41
00:02:19,320 --> 00:02:22,000
Speaker 3: what's the what's the most attractive right now in this

42
00:02:22,800 --> 00:02:23,880
Speaker 3: down market that we're in.

43
00:02:24,800 --> 00:02:29,120
Speaker 4: I will go Microsoft first, TIA some second, and Video third. Really,

44
00:02:31,280 --> 00:02:34,680
Speaker 4: I'm here to give truth if y'all have got good

45
00:02:36,240 --> 00:02:38,480
Speaker 4: almostly DC. I don't care. Y'all should have been looking.

46
00:02:38,520 --> 00:02:41,080
Speaker 4: I told you when it was gonna fall. Yeah, And

47
00:02:41,200 --> 00:02:43,720
Speaker 4: notice when everybody start copying on CNBC and some of

48
00:02:43,720 --> 00:02:47,239
Speaker 4: you Internet gurus, everyone's like it's easy analysis. I'm like,

49
00:02:47,280 --> 00:02:49,440
Speaker 4: why didn't you say it two months ago? Like if

50
00:02:49,440 --> 00:02:52,240
Speaker 4: a company goes up eleven x over a two or

51
00:02:52,240 --> 00:02:55,360
Speaker 4: three year period, how many deviations does it have to

52
00:02:55,400 --> 00:02:57,520
Speaker 4: revert to the mean for the price to level up?

53
00:02:58,960 --> 00:03:01,079
Speaker 4: So I think the MV be a move right now,

54
00:03:01,280 --> 00:03:05,960
Speaker 4: is overvalued. I think TSM may be underpriced.

55
00:03:06,200 --> 00:03:06,359
Speaker 2: Now.

56
00:03:06,360 --> 00:03:08,960
Speaker 5: Who's going to win in the end? Microsoft because they

57
00:03:09,000 --> 00:03:11,520
Speaker 5: have relationships on both sides. They're buying from both cartels,

58
00:03:11,520 --> 00:03:14,040
Speaker 5: so they'll be fine. But I will put TSMS second.

59
00:03:14,040 --> 00:03:16,360
Speaker 5: For everybody in stock club, you're not paying our price

60
00:03:16,440 --> 00:03:18,120
Speaker 5: is our price? If I made you money, please put

61
00:03:18,160 --> 00:03:22,800
Speaker 5: yes in chat. But normally we're moved. I'm not looking

62
00:03:22,840 --> 00:03:27,080
Speaker 5: for the obvious investment. I'm looking for a contrarian investment.

63
00:03:27,440 --> 00:03:30,760
Speaker 5: And unless China overtakes, I don't think it happened this year.

64
00:03:30,840 --> 00:03:34,800
Speaker 4: Maybe next please please I hope not, because if not,

65
00:03:34,920 --> 00:03:38,119
Speaker 4: we really we Why two K didn't happen. But why

66
00:03:38,200 --> 00:03:40,440
Speaker 4: two twenty five four if they get if.

67
00:03:40,320 --> 00:03:43,560
Speaker 1: They get ts, yeah, let's overweight twenty thirty or something

68
00:03:43,600 --> 00:03:46,000
Speaker 1: like that. Maybe hopefully never, but at least by that

69
00:03:46,040 --> 00:03:49,440
Speaker 1: time when we have boundaries here on on all soil.

70
00:03:49,560 --> 00:03:52,240
Speaker 3: So Microsoft is the most attractive thing that you see

71
00:03:52,280 --> 00:03:53,440
Speaker 3: right now, hands down.

72
00:03:54,160 --> 00:03:58,560
Speaker 1: So I'm going to disagree with you, okay, and I'm

73
00:03:58,600 --> 00:04:03,360
Speaker 1: going to put in videos still at number one. Well

74
00:04:03,400 --> 00:04:06,360
Speaker 1: a couple of reasons, and Microsoft is part of the reason.

75
00:04:06,480 --> 00:04:09,400
Speaker 1: If we're talking about Capex and even with Microsoft reported

76
00:04:09,440 --> 00:04:12,480
Speaker 1: that was an issue and Amazon reported That's when.

77
00:04:12,360 --> 00:04:14,040
Speaker 2: I was like, all right, this is glaring, this is

78
00:04:14,080 --> 00:04:15,080
Speaker 2: clear and meta as well.

79
00:04:15,160 --> 00:04:19,120
Speaker 1: But Microsoft, Amazon specifically, which we noticed my is my

80
00:04:19,200 --> 00:04:21,880
Speaker 1: favorite company. When I was looking at the spendshers and

81
00:04:21,880 --> 00:04:24,440
Speaker 1: I'm like, well they increased spending by forty three percent,

82
00:04:25,000 --> 00:04:26,680
Speaker 1: Like wow, well where did it go?

83
00:04:27,120 --> 00:04:30,000
Speaker 2: Yep AI Innovation who they spending it with.

84
00:04:31,520 --> 00:04:33,760
Speaker 4: Of course you got to spend it with half, right,

85
00:04:33,839 --> 00:04:34,120
Speaker 4: So you.

86
00:04:34,080 --> 00:04:36,839
Speaker 1: Spend it with them, that's Amazon. Well, then you go

87
00:04:36,920 --> 00:04:41,280
Speaker 1: into Microsoft and the same thing. Cap X were obviously

88
00:04:41,279 --> 00:04:44,520
Speaker 1: already know their relationship with open Ai, which is getting

89
00:04:45,200 --> 00:04:47,880
Speaker 1: you got to keep eye on that relationship. Because it's

90
00:04:48,640 --> 00:04:51,279
Speaker 1: it feels like something tricky is about to happen. But again,

91
00:04:51,360 --> 00:04:55,400
Speaker 1: AI innovation, who are they spending it with? And video matter?

92
00:04:55,440 --> 00:04:56,960
Speaker 4: Sam Allman. If you think you're gonna run off of

93
00:04:56,960 --> 00:04:59,320
Speaker 4: the plug of Microsoft, it feels yea, I'll put you

94
00:04:59,360 --> 00:05:00,479
Speaker 4: on a plane with both. First.

95
00:05:01,080 --> 00:05:02,400
Speaker 2: Now you look like you're trying to run off with

96
00:05:02,440 --> 00:05:02,760
Speaker 2: the plane.

97
00:05:03,200 --> 00:05:05,919
Speaker 4: You can try. You're going to be one eight some rumblings.

98
00:05:07,080 --> 00:05:12,080
Speaker 1: Right, So now you've got Amazon, you got Microsoft, and

99
00:05:12,160 --> 00:05:15,320
Speaker 1: now Meta again when you they already told you their

100
00:05:15,360 --> 00:05:18,560
Speaker 1: commitment to it, to the spending, and they've said, look,

101
00:05:18,560 --> 00:05:21,440
Speaker 1: we're in the beginning stages of this. We're not slowing

102
00:05:21,480 --> 00:05:23,880
Speaker 1: down for a second, right, And so you got these

103
00:05:23,920 --> 00:05:27,720
Speaker 1: three major huge mega caap you're talking about trillion dollar

104
00:05:28,040 --> 00:05:31,640
Speaker 1: evaluations or market caps if all of them are spending

105
00:05:31,680 --> 00:05:35,400
Speaker 1: with this person, that person still remains dominant to me.

106
00:05:35,600 --> 00:05:38,839
Speaker 1: The fact that it's come down under ninety and we

107
00:05:38,920 --> 00:05:40,719
Speaker 1: kind of hinted it last week when we were like,

108
00:05:40,760 --> 00:05:43,760
Speaker 1: what what's the number? We hinted at it. Now that

109
00:05:43,800 --> 00:05:46,640
Speaker 1: it's down at I think it hit ninety four today.

110
00:05:46,680 --> 00:05:51,800
Speaker 1: I was on a plane pissed somebody, right, Oh my gosh,

111
00:05:51,960 --> 00:05:54,320
Speaker 1: I like it at this number, and so I put

112
00:05:54,360 --> 00:05:58,120
Speaker 1: them at number one. I have TSM at three, and

113
00:05:58,279 --> 00:06:01,080
Speaker 1: I'm I'm I'm going to move.

114
00:06:00,920 --> 00:06:01,839
Speaker 2: Apple back in there.

115
00:06:03,160 --> 00:06:06,880
Speaker 1: Even with the sell off from the oral of Omaha,

116
00:06:07,400 --> 00:06:08,280
Speaker 1: I still like Apple.

117
00:06:08,440 --> 00:06:10,120
Speaker 4: We got to talk about it.

118
00:06:09,800 --> 00:06:11,159
Speaker 2: The service business.

119
00:06:11,200 --> 00:06:13,240
Speaker 1: When I looked at the earnings, I said, oh, my gosh,

120
00:06:13,440 --> 00:06:15,720
Speaker 1: you're talking about eighty three billion. I mean, how many

121
00:06:15,720 --> 00:06:18,760
Speaker 1: companies even have that evaluation, which is ridiculous. But the

122
00:06:18,839 --> 00:06:22,320
Speaker 1: technology inside of the New sixteam, from what everybody's saying,

123
00:06:22,360 --> 00:06:24,119
Speaker 1: and I know this is still in the beta phase,

124
00:06:24,160 --> 00:06:26,599
Speaker 1: is that this isn't one of those situations where oh,

125
00:06:26,640 --> 00:06:28,360
Speaker 1: I'll wait to get the next phone. If you want

126
00:06:28,360 --> 00:06:31,520
Speaker 1: to have the capabilities, you have to get this phone. Yeah,

127
00:06:31,880 --> 00:06:35,640
Speaker 1: So I throwing them in there, and then I'll put TSM.

128
00:06:37,640 --> 00:06:40,320
Speaker 4: Speaking of capabilities, so you're still having video b A

129
00:06:40,400 --> 00:06:41,960
Speaker 4: number one. Even though they put black Ball.

130
00:06:41,800 --> 00:06:44,039
Speaker 2: On hold, they didn't put it on hold.

131
00:06:45,080 --> 00:06:48,520
Speaker 4: So what the kids saying, So this is good.

132
00:06:48,520 --> 00:06:49,280
Speaker 2: I'm glad you said that.

133
00:06:49,320 --> 00:06:49,839
Speaker 3: So the.

134
00:06:52,680 --> 00:06:54,360
Speaker 2: Rumblings are that it is being delayed.

135
00:06:55,000 --> 00:06:56,799
Speaker 1: They're not going to be shipped out at the same

136
00:06:56,960 --> 00:06:59,120
Speaker 1: capacity that they said they were going to. They're still

137
00:06:59,120 --> 00:07:00,599
Speaker 1: going to be shipped out at the and this year

138
00:07:00,839 --> 00:07:03,000
Speaker 1: it won't be at the same level of capacity, and

139
00:07:03,080 --> 00:07:04,280
Speaker 1: it has to do with TSM.

140
00:07:04,360 --> 00:07:05,640
Speaker 2: Really, TSM does it.

141
00:07:05,720 --> 00:07:07,760
Speaker 1: They're trying to keep up with the demand and have

142
00:07:08,480 --> 00:07:11,280
Speaker 1: the actual technology that they need to create those ships

143
00:07:11,280 --> 00:07:14,560
Speaker 1: for blackwell, yeah, it's super challenging, and so they're trying

144
00:07:14,600 --> 00:07:17,280
Speaker 1: to keep up with the demand, which now again supply

145
00:07:17,400 --> 00:07:22,040
Speaker 1: chain situation. Now that's when put out class Yeah, yeah, yeah,

146
00:07:22,200 --> 00:07:27,400
Speaker 1: it's it's tricky because the slogan was new product every year,

147
00:07:27,920 --> 00:07:30,040
Speaker 1: and the first year that you announced it, we're having

148
00:07:30,040 --> 00:07:30,560
Speaker 1: a delay on.

149
00:07:30,520 --> 00:07:32,360
Speaker 2: The first product. So that is a little shaky.

150
00:07:32,520 --> 00:07:36,760
Speaker 3: So okay. For n Video, they are facing an anti

151
00:07:36,800 --> 00:07:41,560
Speaker 3: trust lawsuit. Florida based hedge fund with seventy billion dollars

152
00:07:41,600 --> 00:07:44,440
Speaker 3: in assets, sent a letter to their clients recently saying

153
00:07:44,480 --> 00:07:48,760
Speaker 3: mega megacap technology stocks were in a bubble and it

154
00:07:48,840 --> 00:07:52,800
Speaker 3: was very skeptical that big tech companies would keep buying

155
00:07:52,920 --> 00:07:57,960
Speaker 3: chip makers graphics processing units GPUs in such high value.

156
00:07:58,760 --> 00:08:03,280
Speaker 3: Hedge Fund warns that chip stocks may be in a bubble,

157
00:08:03,680 --> 00:08:07,520
Speaker 3: which have enjoyed a huge rally from driven investors fevering

158
00:08:07,600 --> 00:08:12,080
Speaker 3: over genitive AI. So long story short, they were they

159
00:08:12,080 --> 00:08:15,120
Speaker 3: were they're bullish on their bearish on in video they

160
00:08:15,120 --> 00:08:19,520
Speaker 3: said that gob hype bubble. The demand is going to

161
00:08:19,520 --> 00:08:22,720
Speaker 3: slow down, and like I said, they have they have

162
00:08:22,760 --> 00:08:25,520
Speaker 3: a pending lawsuit from the government anti trust.

163
00:08:27,760 --> 00:08:31,080
Speaker 4: Sounds good, you gotta go kiss the listen. You already

164
00:08:31,080 --> 00:08:33,880
Speaker 4: sold two million bricks. You y'all lost some black Well,

165
00:08:33,880 --> 00:08:36,719
Speaker 4: like ho there back in the day, It's okay, it's okay.

166
00:08:37,040 --> 00:08:39,440
Speaker 4: The truth. Is there going to be some slow down

167
00:08:39,720 --> 00:08:44,800
Speaker 4: as the person that made this a catalyst stock? Yeah?

168
00:08:46,000 --> 00:08:49,160
Speaker 4: Is it going to fall to the floor? No, no, absolutely,

169
00:08:49,480 --> 00:08:52,160
Speaker 4: But is there going to be as like it's all okay.

170
00:08:52,160 --> 00:08:54,439
Speaker 4: I'll ask you guys, have you ever seen a company

171
00:08:54,480 --> 00:08:58,840
Speaker 4: have seven x growth every year over year for a

172
00:08:58,880 --> 00:09:02,800
Speaker 4: five or six year period. We're I take the stock

173
00:09:02,880 --> 00:09:06,120
Speaker 4: and product out of it, we're entering a mathematical anomaly.

174
00:09:06,800 --> 00:09:08,839
Speaker 3: Well, remember I don't know if remember, but remember when

175
00:09:08,840 --> 00:09:11,360
Speaker 3: I I was talking about Ripple, and then I also

176
00:09:11,520 --> 00:09:15,119
Speaker 3: was saying that, like, you know, when Ripple got to

177
00:09:15,160 --> 00:09:17,320
Speaker 3: the point where it's market cap made the CEO like

178
00:09:17,360 --> 00:09:19,520
Speaker 3: the fifth richest person in the world, and it really

179
00:09:19,559 --> 00:09:21,920
Speaker 3: just and then I was saying, like, you know, I

180
00:09:21,960 --> 00:09:24,280
Speaker 3: just didn't think that in video was a more like

181
00:09:24,320 --> 00:09:26,719
Speaker 3: when they had when they have market caps and they're

182
00:09:26,720 --> 00:09:30,120
Speaker 3: bigger than every company in the world. Damn there, Google, Amazon.

183
00:09:30,280 --> 00:09:33,320
Speaker 3: I just don't think that in video is a is

184
00:09:33,360 --> 00:09:37,240
Speaker 3: a company that is more valuable than a lot of

185
00:09:37,280 --> 00:09:39,840
Speaker 3: these companies that they have higher valuations than it just

186
00:09:40,040 --> 00:09:41,320
Speaker 3: at a certain point time such.

187
00:09:41,520 --> 00:09:44,040
Speaker 2: Which one, Yeah, who would you put there?

188
00:09:45,120 --> 00:09:48,920
Speaker 4: Well, and then we have a conversation about the AI

189
00:09:48,960 --> 00:09:50,480
Speaker 4: bubble being true and over.

190
00:09:51,679 --> 00:09:53,559
Speaker 3: I just don't think that in video is a more

191
00:09:53,600 --> 00:09:56,600
Speaker 3: important company like in the grand scheme of life right

192
00:09:56,640 --> 00:10:01,240
Speaker 3: now and what Google has built, what Amazon has built.

193
00:10:01,640 --> 00:10:06,600
Speaker 3: At one point they was more valuable than Apple, Like

194
00:10:06,880 --> 00:10:10,800
Speaker 3: I mean, you know, it's it's it's difficult, Like you

195
00:10:10,840 --> 00:10:12,400
Speaker 3: know what I mean. It's like somebody that just got

196
00:10:12,480 --> 00:10:16,880
Speaker 3: drafted and they are ready in the goat conversation after

197
00:10:16,880 --> 00:10:20,719
Speaker 3: two years, I'm saying, Lebron, that's twenty years. So it's like,

198
00:10:20,760 --> 00:10:22,520
Speaker 3: all right, so if you so now you say Anthony

199
00:10:22,640 --> 00:10:25,240
Speaker 3: Edwards is better than Michael Joyan, right, if you want to.

200
00:10:25,280 --> 00:10:29,319
Speaker 4: Ti of them first two three years, maybe if he

201
00:10:29,400 --> 00:10:31,240
Speaker 4: came out to Game one. Okay, this is the true

202
00:10:31,320 --> 00:10:35,600
Speaker 4: and video is powering all the major tech companies at

203
00:10:35,600 --> 00:10:37,839
Speaker 4: some point though, if Blackwell does not coming out of

204
00:10:37,920 --> 00:10:41,760
Speaker 4: the speed that it needs to, somebody could take that lead.

205
00:10:41,760 --> 00:10:44,000
Speaker 4: That lead could go to TSM. We're in a battle

206
00:10:44,000 --> 00:10:48,080
Speaker 4: off than that, Like that was aie that co pilot

207
00:10:48,160 --> 00:10:51,080
Speaker 4: runs off of. Everyone reacts the ship.

208
00:10:51,559 --> 00:10:55,480
Speaker 1: It's still contingent though, right, Like so it's still contingent

209
00:10:55,559 --> 00:10:58,680
Speaker 1: on TSM producing. So they actually they need each other.

210
00:10:59,720 --> 00:11:02,120
Speaker 1: They don't until and Video decides that.

211
00:11:02,160 --> 00:11:06,079
Speaker 4: But that, I mean, it's an inevitable and video cannot

212
00:11:06,440 --> 00:11:10,200
Speaker 4: Number three rule and branding. You cannot be attached to

213
00:11:10,240 --> 00:11:12,320
Speaker 4: a supplier for a long period of time if you

214
00:11:12,360 --> 00:11:14,480
Speaker 4: want to be the pre eminent leader in the world.

215
00:11:14,559 --> 00:11:16,880
Speaker 4: Apple went through this. But like you've got to detach

216
00:11:16,920 --> 00:11:19,719
Speaker 4: and make your own stuff on ground especially so now

217
00:11:19,720 --> 00:11:22,920
Speaker 4: you the point now, now, yeah, that was the point

218
00:11:22,920 --> 00:11:23,440
Speaker 4: I was going to.

219
00:11:23,520 --> 00:11:26,120
Speaker 1: It's like, yes, they will detach, right, and then if

220
00:11:26,160 --> 00:11:29,319
Speaker 1: they detach, which is going to take ten years, right,

221
00:11:29,400 --> 00:11:32,400
Speaker 1: if you even get to the technologies, what happens to

222
00:11:32,400 --> 00:11:36,040
Speaker 1: the revenue If you're not spending with the company that

223
00:11:36,160 --> 00:11:39,320
Speaker 1: is building your chips, the revenue goes up. The valuation

224
00:11:39,400 --> 00:11:41,840
Speaker 1: is going to go higher. If everybody That's why I said,

225
00:11:41,840 --> 00:11:45,480
Speaker 1: if it's a slow down, then go read Meta's earnings report. Correct,

226
00:11:45,760 --> 00:11:49,320
Speaker 1: Go read Microsofts, Go read Amazons, go read Apples. Where

227
00:11:49,400 --> 00:11:52,040
Speaker 1: is their capecks going? If it's a slowdown, then those

228
00:11:52,120 --> 00:11:54,480
Speaker 1: companies wouldn't be spending at that levels that they are.

229
00:11:54,840 --> 00:11:58,000
Speaker 1: And each of those CEOs said that we're not slowing

230
00:11:58,000 --> 00:11:59,320
Speaker 1: down anytime soon.

231
00:12:00,480 --> 00:12:04,320
Speaker 4: Yep, also too. Y'all know, historically I've hated RSI, but

232
00:12:04,360 --> 00:12:08,120
Speaker 4: if we look at the RSI on the Monkey, my

233
00:12:08,160 --> 00:12:09,880
Speaker 4: real numbers is ninety five and five. It is the

234
00:12:09,920 --> 00:12:11,959
Speaker 4: last like big ninety fives.

235
00:12:12,040 --> 00:12:12,880
Speaker 2: Which one are you looking at?

236
00:12:12,880 --> 00:12:18,400
Speaker 4: What company? Nvidia currently? They're currently at sixty nine right now,

237
00:12:18,760 --> 00:12:21,880
Speaker 4: So if we're going off mathematical averages, they should pull

238
00:12:21,960 --> 00:12:26,480
Speaker 4: back for sixty two to ninety four days as a result.

239
00:12:27,000 --> 00:12:30,840
Speaker 4: Great bond opportunity if it gets there. But we have

240
00:12:30,960 --> 00:12:33,680
Speaker 4: been over sold, and I do agree with evaluation metric,

241
00:12:33,760 --> 00:12:36,920
Speaker 4: but we have to have a bigger conversation in corporate America.

242
00:12:37,040 --> 00:12:40,240
Speaker 4: Enough companies are not producing shit that really matters. That's

243
00:12:40,280 --> 00:12:44,280
Speaker 4: my issue. So if they are the supplier the cartel

244
00:12:44,400 --> 00:12:47,520
Speaker 4: to all the tech monopolies and only seven companies can

245
00:12:47,520 --> 00:12:50,560
Speaker 4: really buy from them, what about the military companies that

246
00:12:50,559 --> 00:12:54,120
Speaker 4: are falling apart would have low profit margin three percent

247
00:12:54,160 --> 00:12:56,280
Speaker 4: profit marks. You can't run a company off three percent

248
00:12:56,320 --> 00:12:56,960
Speaker 4: profit margins.

249
00:12:57,040 --> 00:12:57,760
Speaker 2: Do you ask that question?

250
00:12:57,800 --> 00:12:59,439
Speaker 4: No, great rate cuts.

251
00:13:00,080 --> 00:13:02,960
Speaker 1: So we spoke about data dump and the answer to

252
00:13:03,000 --> 00:13:06,480
Speaker 1: that question is the number two supply. So even during

253
00:13:06,520 --> 00:13:09,920
Speaker 1: this pullback, if you watch AMD over the past week

254
00:13:10,000 --> 00:13:12,920
Speaker 1: two weeks, it's been kind of steady. There's actually been

255
00:13:13,000 --> 00:13:15,800
Speaker 1: up maybe two or three percent because of some of

256
00:13:15,800 --> 00:13:17,680
Speaker 1: that issue. But I agree with you, right, and we

257
00:13:17,760 --> 00:13:19,160
Speaker 1: kind of went over this a few weeks ago. But

258
00:13:20,520 --> 00:13:22,200
Speaker 1: we have to get to the point where they're going

259
00:13:22,280 --> 00:13:27,400
Speaker 1: to have to start seeing the byproduct of the spend. Right,

260
00:13:27,520 --> 00:13:31,679
Speaker 1: has it increased efficiency? Probably has it increased revenue? We

261
00:13:31,760 --> 00:13:32,160
Speaker 1: don't know.

262
00:13:33,320 --> 00:13:36,360
Speaker 3: Well, the hotel only to hotel, an.

263
00:13:36,280 --> 00:13:40,880
Speaker 6: Illegal alien from Guatemala charged with raping a child in Massachusetts.

264
00:13:41,120 --> 00:13:44,520
Speaker 6: An MS thirteen gang member from El Salvador accused of

265
00:13:44,600 --> 00:13:48,600
Speaker 6: murdering a Texas man of Venezuelan charged with filming and

266
00:13:48,720 --> 00:13:52,560
Speaker 6: selling child pornography in Michigan. These are just some of

267
00:13:52,600 --> 00:13:56,240
Speaker 6: the heinous migrant criminals caught because of President Donald J.

268
00:13:56,360 --> 00:14:00,160
Speaker 6: Trump's leadership. I'm Christine Noman, the United States Secretary of

269
00:14:00,200 --> 00:14:04,960
Speaker 6: Homeland Security. Under President Trump, attempted illegal border crossings are

270
00:14:05,000 --> 00:14:08,440
Speaker 6: at the lowest levels ever recorded, and over one hundred

271
00:14:08,440 --> 00:14:12,320
Speaker 6: thousand illegal aliens have been arrested. If you are here illegally,

272
00:14:12,840 --> 00:14:16,120
Speaker 6: your next you will be fine nearly one thousand dollars

273
00:14:16,160 --> 00:14:20,320
Speaker 6: a day, imprisoned, and deported. You will never return. But

274
00:14:20,400 --> 00:14:23,920
Speaker 6: if you register using our CBP home app and leave now,

275
00:14:24,280 --> 00:14:27,400
Speaker 6: you could be allowed to return legally. Do what's right,

276
00:14:27,960 --> 00:14:32,920
Speaker 6: leave now. Under President Trump, America's laws, border and families

277
00:14:33,120 --> 00:14:33,960
Speaker 6: will be protected.

278
00:14:34,040 --> 00:14:36,200
Speaker 4: Sponsored by the United States Department of Homeland Security,