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Speaker 2: Okay, let's get into the big story of today, which
Speaker 2: is amd So amd uh one up twenty seven percent
Speaker 2: on the morning, fueled by news that open AI partnership
Speaker 2: twenty five percent and did that.
Speaker 3: It shot up thirty five percent temper.
Speaker 4: Cent state.
Speaker 2: And yeah, that that led to a frenzy in the
Speaker 2: stock market. Anybody that had amd options obviously, you know,
Speaker 2: look at their portfolio. Our text on Dave Shance today
Speaker 2: was going, he was like, Dann, that's crazy because Obviously,
Speaker 2: if you watch market Moneys, you see that Dave Shan's
Speaker 2: invested in the AMD options a few months ago. So
Speaker 2: I know that's something that you. We posted it actually
Speaker 2: on Instagram. That was one of your stock picks, Troy
Speaker 2: at the beginning of the year or last year.
Speaker 4: He thought AMD and so yeah, talk about am D.
Speaker 1: Yeah, it kind of in the clip was encompassed where
Speaker 1: we were talking about in video being obviously the leader
Speaker 1: of the space when it comes to GPUs and who
Speaker 1: that number two player was going to be, and sometimes
Speaker 1: in business is okay to be number two. And it
Speaker 1: was for this reason when we think about in video,
Speaker 1: every time we talk about it, we're talking about another
Speaker 1: Max seven company that is acquiring ships. Because of the
Speaker 1: price point, it kind of alienate some of the audience.
Speaker 1: And so when Meta buys millions of chips for its
Speaker 1: data centers, when Amazon is buying, when Microsoft is buying
Speaker 1: obviously through open ai, you're talking about millions and millions.
Speaker 3: I think one.
Speaker 1: Of the key pieces of what was said from the
Speaker 1: president of open Ai, he said, this is so core
Speaker 1: to our mission. If we really want to be able
Speaker 1: to scale to reach all of humanity, this is what
Speaker 1: we have to do in regards to the partnership.
Speaker 3: And so when he says.
Speaker 1: All of humanity, he's no longer talking about just corporate
Speaker 1: accounts and big Max seven companies. He's saying, we need
Speaker 1: to have enough GPUs to make sure that everyone on
Speaker 1: the planet can use our service. Now, if you just
Speaker 1: look at the cap table, how much that would cost,
Speaker 1: and we'll break down how this is a circular economy.
Speaker 3: This is really a circular economy.
Speaker 1: Can we use the real word later, we can use
Speaker 1: the word circular economy.
Speaker 3: That's exactly what this is. That's exactly what this is.
Speaker 1: This is, Hey, we have infrastructure, right Oracle, we have
Speaker 1: connectivity bro com, we have capital from in video and
Speaker 1: video and the more we make and the more demand,
Speaker 1: all those things will start working together. Now, we need
Speaker 1: to make sure that we have enough bandwidth. We need
Speaker 1: to have enough hardware so that everyone can use it.
Speaker 1: So I think the order they have like over eight
Speaker 1: hundred million users now for Chat, Yeah, you're approaching a
Speaker 1: billion mark. That's only going to increase with the amount
Speaker 1: of people that are actually becoming more familiar with it.
Speaker 1: And we talk about we use it every day. There
Speaker 1: are still people who don't have the app downloaded. That's
Speaker 1: going through change in the next two to three years,
Speaker 1: so the demand's going to be even higher. So they
Speaker 1: need to have more GPUs at a price point that
Speaker 1: can be sustainable for their growth, which is why the
Speaker 1: ten percent stake inside of AMD, the number two player,
Speaker 1: makes a lot of sense for them. But what they
Speaker 1: actually did wasn't a warrant, so you're not familiar with
Speaker 1: what a warrant is. It's like an option in a sense, right,
Speaker 1: like they have the right, not the obligation, to buy
Speaker 1: or own the shares of AMD at a certain price point.
Speaker 1: They didn't disclose it yet, but that's what this is.
Speaker 1: It makes perfect sense. So in Vidio as a partner,
Speaker 1: AMD is now under their ownership ten percent.
Speaker 3: State. This is just going to keep going in a cycle.
Speaker 1: This is why you gotta follow and track the money
Speaker 1: because it'll lead you right to it.
Speaker 3: Everything's pretty evident.
Speaker 5: Yeah, I know we've been talking a lot about circular
Speaker 5: investments in circular deals, but I want to frame it,
Speaker 5: try don't worry as an indestructible technological mode.
Speaker 3: So AMD has been a picking.
Speaker 5: Stock club for six years, and Vidia took the helm
Speaker 5: open AI like don't you love when the babies get
Speaker 5: along and just bring the technological and financial vibe to you.
Speaker 5: This partnerships ensures the safety of that sector being AI
Speaker 5: and the safety of open ai as they start to
Speaker 5: become public.
Speaker 3: And Vidia, of course took a different route.
Speaker 5: They paid open Ai amb issue a warrant so that
Speaker 5: way you're covered on both ends.
Speaker 3: That's even a hedge in itself.
Speaker 5: And then, like you said, with Oracle being in that infrastructure,
Speaker 5: it sets them up to be the leader not only
Speaker 5: in AI, but potentially in quantum having all those assets
Speaker 5: in line.
Speaker 3: The thing that I do look like about open ai.
Speaker 5: It reminds me when he said that, it reminds me
Speaker 5: of Bill Gates. I want a PC in every home
Speaker 5: in the world. I think open ai has a very
Speaker 5: good chance to touch or have a touch point to
Speaker 5: every user on Earth. And they did an amazing job
Speaker 5: with the rollout of sore as well, so on every front, enterprise, eventually, government, consumer,
Speaker 5: they're doing incredibly well.
Speaker 3: Job. Well done to AMD and it helps at least
Speaker 3: and Jensen, our cousins.
Speaker 5: You can't leave your cousin out of your favorite cousins
Speaker 5: out out of the deal structure so.
Speaker 3: This is to me.
Speaker 5: Our technological mote that will not be destructed anytime soon.
Speaker 3: Yeah. And we had.
Speaker 1: Again an interesting call or class the other week when
Speaker 1: we talked about energy and open as is going to
Speaker 1: deploy six gigawattes of AMD's GPU six, Like we're talking
Speaker 1: about that's the size that could power like Los Angeles
Speaker 1: as much as energy is gonna need. I'm gonna I
Speaker 1: want to break this down because I wrote it. I
Speaker 1: was like, I gotta explain this, but I got to
Speaker 1: write it down to So here's how this we called
Speaker 1: this circular.
Speaker 3: Economy in this mote. We'll say moright, We'll say right, yeah,
Speaker 3: say so in.
Speaker 1: Video last week AI Open AI announced that partnership with
Speaker 1: the VIGION and it was big news.
Speaker 3: We saw it was one hundred billion dollars. So in
Speaker 3: video and we broke that down.
Speaker 1: If they helped build those data centers, right, which one
Speaker 1: gigawate data center could us up to fifty billion to
Speaker 1: get online twenty five million to thirty five twenty five
Speaker 1: billion to thirty billion of that is going to go
Speaker 1: just to the GPUs obviously through the infrastructure. So Nvidia
Speaker 1: is helping provide hardware and they're providing capital film to
Speaker 1: get that infrastructure up. AMD now comes on, right, they're
Speaker 1: providing hardware. Right, So we've got hardware with video hardware
Speaker 1: with AMD. And then you got broad coom stepping in
Speaker 1: as a supplier for interconnected systems. Right, we talked about
Speaker 1: that's the role that they play, and they're huge in that.
Speaker 1: Obviously they have GPUs as well, but inconnected systems is
Speaker 1: what they'll do. And then you got Oracle with Stargate
Speaker 1: that's going to provide data center operations and cloud lease.
Speaker 3: And don't forget about the cloud.
Speaker 1: Right when we talked about those servers, we talked about AWS,
Speaker 1: we talked about Google, we talked about a Zora with Microsoft.
Speaker 1: Oracle's going to provide that. So here's how this works.
Speaker 1: The better open AI does, the more it consumes infrastructure,
Speaker 1: the more infrastructure is built, the more demand can scale,
Speaker 1: the more hardware capacity, the more advanced A becomes, creating
Speaker 1: more demand.
Speaker 3: In turn, circular.
Speaker 5: Circular is the word also, but on another lesson, this
Speaker 5: is how generation and wealth look tent should work. I
Speaker 5: invest in your own business, you invest into mine long
Speaker 5: term partnership. Let's build a mote that cannot be advanced
Speaker 5: or encroached upon and make sure we protect each other
Speaker 5: at all costs.
Speaker 3: Like that aspect of it.
Speaker 5: With Jensen and Lisa being family, Sam coming into the
Speaker 5: tech family. Larry Ellison, if you know about his lineage
Speaker 5: and how he's helping this son. This is a master
Speaker 5: class in how to do long term partnerships and a
Speaker 5: great onboarding for open AI. For one, the market potentially
Speaker 5: tanks in twenty seven and twenty eight for them to
Speaker 5: come on board and probably be Opening are.
Speaker 3: The greatest startup in American history.
Speaker 1: It's crazy you said that, because I was just going
Speaker 1: to say that it has now passed SpaceX to have
Speaker 1: the largest valuation of any private company in history history.
Speaker 3: This rollout is this.
Speaker 5: I haven't seen nothing as good since they rolled out
Speaker 5: fifty Mouth soundtrack.
Speaker 3: This is better. This is amazing, yo.
Speaker 1: The interesting thing is when they did the video call
Speaker 1: the video announcement last week, a part of the interview,
Speaker 1: Sam Aldman is saying that, hey, we still have a
Speaker 1: bunch of announcements still to come this year. That was
Speaker 1: just last week last Friday, the evaluation came out of
Speaker 1: five hundred. Now that you add this tempent Steak in
Speaker 1: AMD we're going way past five hundred billion now, so
Speaker 1: at this point I'm thinking this he's in the running
Speaker 1: for maybe like Person of the Year at this point
Speaker 1: with the.
Speaker 3: Amount of deals that he's done.
Speaker 5: For sure, and the hard wad hadn't even dropped yet.
Speaker 3: It's pretty remarkable. Yeah, it's absolutely incredible.
Speaker 4: For sure.
Speaker 2: We also we got some insight on AMD earlier too
Speaker 2: in it before last year from a friend of ours.
Speaker 4: Too, so perhaps it's.
Speaker 2: Good that well we said it on Market Mondays said
Speaker 2: it's helpful to you know, know what's coming down the pipeline.
Speaker 3: But that's part of it, is doing the research too.
Speaker 1: So even when when a friend of us said it
Speaker 1: it was for me, it was felt like, oh, it's
Speaker 1: confident research, that it.
Speaker 3: Was done right, like we're on the right path.
Speaker 1: Even now, I still get text from people in the
Speaker 1: AI space like yo, bro, you're spot on, Like you're
Speaker 1: spot on. So now it's even more conviction when we
Speaker 1: talk to the audience here, because not only are we
Speaker 1: saying it like that's why I said market Mondays, and
Speaker 1: I'm not just saying because we're I'm here.
Speaker 3: It has to be one.
Speaker 1: Of the greatest shows for investment ever ever, because the
Speaker 1: people that are watching it in these spaces are confirming
Speaker 1: it and saying you know what. In fact, just what
Speaker 1: you're saying is right. Here's some other things to look.
Speaker 5: For, yep, and banking, crypto, all sides of tech being
Speaker 5: at the video. But yeah, three year price AMD three
Speaker 5: sixty six seventy nine and three year price four in
Speaker 5: video three oh five forty four.
Speaker 4: Yeah. Sure, and shout out to Dave Chance two once again.
Speaker 3: Lunch on you that.
Speaker 2: So man, You guys Eyo University. The options class choice
Speaker 2: options class vitally important if you in Uya University. Take
Speaker 2: advantage of that because those options have been going crazy. Obviously,
Speaker 2: if you see the marketers at all time, Aldy know
Speaker 2: that the options are going.
Speaker 3: To be.
Speaker 4: Pretty well positioned.
Speaker 2: So yeah, a lot of those options are going crazy
Speaker 2: over the last couple of months.
Speaker 3: Sure we show a Micron hit two hundred today. I
Speaker 3: mean it's been a hell over year, man, it's been
Speaker 3: over Yeah, Ernest, what's up? Look?
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