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Speaker 3: All right, So the question is that everybody wants to
Speaker 3: know is too far? How far will the stock market fall?
Speaker 3: So they can know when to get in. And then
Speaker 3: also a lot of companies are down right and Video
Speaker 3: is down over twenty five percent Microsoft, Microsoft is down,
Speaker 3: Apple is down to TSM is down over twenty percent.
Speaker 3: Out of all of those like major blue chip companies,
Speaker 3: what's the what's the most attractive right now in this
Speaker 3: down market that we're in.
Speaker 4: I will go Microsoft first, TIA some second, and Video third. Really,
Speaker 4: I'm here to give truth if y'all have got good
Speaker 4: almostly DC. I don't care. Y'all should have been looking.
Speaker 4: I told you when it was gonna fall. Yeah, And
Speaker 4: notice when everybody start copying on CNBC and some of
Speaker 4: you Internet gurus, everyone's like it's easy analysis. I'm like,
Speaker 4: why didn't you say it two months ago? Like if
Speaker 4: a company goes up eleven x over a two or
Speaker 4: three year period, how many deviations does it have to
Speaker 4: revert to the mean for the price to level up?
Speaker 4: So I think the MV be a move right now,
Speaker 4: is overvalued. I think TSM may be underpriced.
Speaker 2: Now.
Speaker 5: Who's going to win in the end? Microsoft because they
Speaker 5: have relationships on both sides. They're buying from both cartels,
Speaker 5: so they'll be fine. But I will put TSMS second.
Speaker 5: For everybody in stock club, you're not paying our price
Speaker 5: is our price? If I made you money, please put
Speaker 5: yes in chat. But normally we're moved. I'm not looking
Speaker 5: for the obvious investment. I'm looking for a contrarian investment.
Speaker 5: And unless China overtakes, I don't think it happened this year.
Speaker 4: Maybe next please please I hope not, because if not,
Speaker 4: we really we Why two K didn't happen. But why
Speaker 4: two twenty five four if they get if.
Speaker 1: They get ts, yeah, let's overweight twenty thirty or something
Speaker 1: like that. Maybe hopefully never, but at least by that
Speaker 1: time when we have boundaries here on on all soil.
Speaker 3: So Microsoft is the most attractive thing that you see
Speaker 3: right now, hands down.
Speaker 1: So I'm going to disagree with you, okay, and I'm
Speaker 1: going to put in videos still at number one. Well
Speaker 1: a couple of reasons, and Microsoft is part of the reason.
Speaker 1: If we're talking about Capex and even with Microsoft reported
Speaker 1: that was an issue and Amazon reported That's when.
Speaker 2: I was like, all right, this is glaring, this is
Speaker 2: clear and meta as well.
Speaker 1: But Microsoft, Amazon specifically, which we noticed my is my
Speaker 1: favorite company. When I was looking at the spendshers and
Speaker 1: I'm like, well they increased spending by forty three percent,
Speaker 1: Like wow, well where did it go?
Speaker 2: Yep AI Innovation who they spending it with.
Speaker 4: Of course you got to spend it with half, right,
Speaker 4: So you.
Speaker 1: Spend it with them, that's Amazon. Well, then you go
Speaker 1: into Microsoft and the same thing. Cap X were obviously
Speaker 1: already know their relationship with open Ai, which is getting
Speaker 1: you got to keep eye on that relationship. Because it's
Speaker 1: it feels like something tricky is about to happen. But again,
Speaker 1: AI innovation, who are they spending it with? And video matter?
Speaker 4: Sam Allman. If you think you're gonna run off of
Speaker 4: the plug of Microsoft, it feels yea, I'll put you
Speaker 4: on a plane with both. First.
Speaker 2: Now you look like you're trying to run off with
Speaker 2: the plane.
Speaker 4: You can try. You're going to be one eight some rumblings.
Speaker 1: Right, So now you've got Amazon, you got Microsoft, and
Speaker 1: now Meta again when you they already told you their
Speaker 1: commitment to it, to the spending, and they've said, look,
Speaker 1: we're in the beginning stages of this. We're not slowing
Speaker 1: down for a second, right, And so you got these
Speaker 1: three major huge mega caap you're talking about trillion dollar
Speaker 1: evaluations or market caps if all of them are spending
Speaker 1: with this person, that person still remains dominant to me.
Speaker 1: The fact that it's come down under ninety and we
Speaker 1: kind of hinted it last week when we were like,
Speaker 1: what what's the number? We hinted at it. Now that
Speaker 1: it's down at I think it hit ninety four today.
Speaker 1: I was on a plane pissed somebody, right, Oh my gosh,
Speaker 1: I like it at this number, and so I put
Speaker 1: them at number one. I have TSM at three, and
Speaker 1: I'm I'm I'm going to move.
Speaker 2: Apple back in there.
Speaker 1: Even with the sell off from the oral of Omaha,
Speaker 1: I still like Apple.
Speaker 4: We got to talk about it.
Speaker 2: The service business.
Speaker 1: When I looked at the earnings, I said, oh, my gosh,
Speaker 1: you're talking about eighty three billion. I mean, how many
Speaker 1: companies even have that evaluation, which is ridiculous. But the
Speaker 1: technology inside of the New sixteam, from what everybody's saying,
Speaker 1: and I know this is still in the beta phase,
Speaker 1: is that this isn't one of those situations where oh,
Speaker 1: I'll wait to get the next phone. If you want
Speaker 1: to have the capabilities, you have to get this phone. Yeah,
Speaker 1: So I throwing them in there, and then I'll put TSM.
Speaker 4: Speaking of capabilities, so you're still having video b A
Speaker 4: number one. Even though they put black Ball.
Speaker 2: On hold, they didn't put it on hold.
Speaker 4: So what the kids saying, So this is good.
Speaker 2: I'm glad you said that.
Speaker 3: So the.
Speaker 2: Rumblings are that it is being delayed.
Speaker 1: They're not going to be shipped out at the same
Speaker 1: capacity that they said they were going to. They're still
Speaker 1: going to be shipped out at the and this year
Speaker 1: it won't be at the same level of capacity, and
Speaker 1: it has to do with TSM.
Speaker 2: Really, TSM does it.
Speaker 1: They're trying to keep up with the demand and have
Speaker 1: the actual technology that they need to create those ships
Speaker 1: for blackwell, yeah, it's super challenging, and so they're trying
Speaker 1: to keep up with the demand, which now again supply
Speaker 1: chain situation. Now that's when put out class Yeah, yeah, yeah,
Speaker 1: it's it's tricky because the slogan was new product every year,
Speaker 1: and the first year that you announced it, we're having
Speaker 1: a delay on.
Speaker 2: The first product. So that is a little shaky.
Speaker 3: So okay. For n Video, they are facing an anti
Speaker 3: trust lawsuit. Florida based hedge fund with seventy billion dollars
Speaker 3: in assets, sent a letter to their clients recently saying
Speaker 3: mega megacap technology stocks were in a bubble and it
Speaker 3: was very skeptical that big tech companies would keep buying
Speaker 3: chip makers graphics processing units GPUs in such high value.
Speaker 3: Hedge Fund warns that chip stocks may be in a bubble,
Speaker 3: which have enjoyed a huge rally from driven investors fevering
Speaker 3: over genitive AI. So long story short, they were they
Speaker 3: were they're bullish on their bearish on in video they
Speaker 3: said that gob hype bubble. The demand is going to
Speaker 3: slow down, and like I said, they have they have
Speaker 3: a pending lawsuit from the government anti trust.
Speaker 4: Sounds good, you gotta go kiss the listen. You already
Speaker 4: sold two million bricks. You y'all lost some black Well,
Speaker 4: like ho there back in the day, It's okay, it's okay.
Speaker 4: The truth. Is there going to be some slow down
Speaker 4: as the person that made this a catalyst stock? Yeah?
Speaker 4: Is it going to fall to the floor? No, no, absolutely,
Speaker 4: But is there going to be as like it's all okay.
Speaker 4: I'll ask you guys, have you ever seen a company
Speaker 4: have seven x growth every year over year for a
Speaker 4: five or six year period. We're I take the stock
Speaker 4: and product out of it, we're entering a mathematical anomaly.
Speaker 3: Well, remember I don't know if remember, but remember when
Speaker 3: I I was talking about Ripple, and then I also
Speaker 3: was saying that, like, you know, when Ripple got to
Speaker 3: the point where it's market cap made the CEO like
Speaker 3: the fifth richest person in the world, and it really
Speaker 3: just and then I was saying, like, you know, I
Speaker 3: just didn't think that in video was a more like
Speaker 3: when they had when they have market caps and they're
Speaker 3: bigger than every company in the world. Damn there, Google, Amazon.
Speaker 3: I just don't think that in video is a is
Speaker 3: a company that is more valuable than a lot of
Speaker 3: these companies that they have higher valuations than it just
Speaker 3: at a certain point time such.
Speaker 2: Which one, Yeah, who would you put there?
Speaker 4: Well, and then we have a conversation about the AI
Speaker 4: bubble being true and over.
Speaker 3: I just don't think that in video is a more
Speaker 3: important company like in the grand scheme of life right
Speaker 3: now and what Google has built, what Amazon has built.
Speaker 3: At one point they was more valuable than Apple, Like
Speaker 3: I mean, you know, it's it's it's difficult, Like you
Speaker 3: know what I mean. It's like somebody that just got
Speaker 3: drafted and they are ready in the goat conversation after
Speaker 3: two years, I'm saying, Lebron, that's twenty years. So it's like,
Speaker 3: all right, so if you so now you say Anthony
Speaker 3: Edwards is better than Michael Joyan, right, if you want to.
Speaker 4: Ti of them first two three years, maybe if he
Speaker 4: came out to Game one. Okay, this is the true
Speaker 4: and video is powering all the major tech companies at
Speaker 4: some point though, if Blackwell does not coming out of
Speaker 4: the speed that it needs to, somebody could take that lead.
Speaker 4: That lead could go to TSM. We're in a battle
Speaker 4: off than that, Like that was aie that co pilot
Speaker 4: runs off of. Everyone reacts the ship.
Speaker 1: It's still contingent though, right, Like so it's still contingent
Speaker 1: on TSM producing. So they actually they need each other.
Speaker 1: They don't until and Video decides that.
Speaker 4: But that, I mean, it's an inevitable and video cannot
Speaker 4: Number three rule and branding. You cannot be attached to
Speaker 4: a supplier for a long period of time if you
Speaker 4: want to be the pre eminent leader in the world.
Speaker 4: Apple went through this. But like you've got to detach
Speaker 4: and make your own stuff on ground especially so now
Speaker 4: you the point now, now, yeah, that was the point
Speaker 4: I was going to.
Speaker 1: It's like, yes, they will detach, right, and then if
Speaker 1: they detach, which is going to take ten years, right,
Speaker 1: if you even get to the technologies, what happens to
Speaker 1: the revenue If you're not spending with the company that
Speaker 1: is building your chips, the revenue goes up. The valuation
Speaker 1: is going to go higher. If everybody That's why I said,
Speaker 1: if it's a slow down, then go read Meta's earnings report. Correct,
Speaker 1: Go read Microsofts, Go read Amazons, go read Apples. Where
Speaker 1: is their capecks going? If it's a slowdown, then those
Speaker 1: companies wouldn't be spending at that levels that they are.
Speaker 1: And each of those CEOs said that we're not slowing
Speaker 1: down anytime soon.
Speaker 4: Yep, also too. Y'all know, historically I've hated RSI, but
Speaker 4: if we look at the RSI on the Monkey, my
Speaker 4: real numbers is ninety five and five. It is the
Speaker 4: last like big ninety fives.
Speaker 2: Which one are you looking at?
Speaker 4: What company? Nvidia currently? They're currently at sixty nine right now,
Speaker 4: So if we're going off mathematical averages, they should pull
Speaker 4: back for sixty two to ninety four days as a result.
Speaker 4: Great bond opportunity if it gets there. But we have
Speaker 4: been over sold, and I do agree with evaluation metric,
Speaker 4: but we have to have a bigger conversation in corporate America.
Speaker 4: Enough companies are not producing shit that really matters. That's
Speaker 4: my issue. So if they are the supplier the cartel
Speaker 4: to all the tech monopolies and only seven companies can
Speaker 4: really buy from them, what about the military companies that
Speaker 4: are falling apart would have low profit margin three percent
Speaker 4: profit marks. You can't run a company off three percent
Speaker 4: profit margins.
Speaker 2: Do you ask that question?
Speaker 4: No, great rate cuts.
Speaker 1: So we spoke about data dump and the answer to
Speaker 1: that question is the number two supply. So even during
Speaker 1: this pullback, if you watch AMD over the past week
Speaker 1: two weeks, it's been kind of steady. There's actually been
Speaker 1: up maybe two or three percent because of some of
Speaker 1: that issue. But I agree with you, right, and we
Speaker 1: kind of went over this a few weeks ago. But
Speaker 1: we have to get to the point where they're going
Speaker 1: to have to start seeing the byproduct of the spend. Right,
Speaker 1: has it increased efficiency? Probably has it increased revenue? We
Speaker 1: don't know.
Speaker 3: Well, the hotel only to hotel, an.
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