Speaker 1: An illegal alien from Guatemala charged with raping a child
Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
Speaker 1: accused of murdering a Texas man of Venezuelan charged with
Speaker 1: filming and selling child pornography in Michigan. These are just
Speaker 1: some of the heinous migrant criminals caught because of President
Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
Speaker 1: crossings are at the lowest levels ever recorded, and over
Speaker 1: one hundred thousand illegal aliens have been arrested. If you
Speaker 1: are here illegally, your next you will be fined nearly
Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
Speaker 1: never return. But if you register using our CBP home
Speaker 1: app and leave now, you could be allowed to return legally.
Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
Speaker 1: border and families will be protected.
Speaker 2: Sponsored by the United States Department of Homeland Security.
Speaker 3: Microsoft wins approval for a sixty nine billion dollar acquisition
Speaker 3: of Activision Blizzard. This is something that we talked about
Speaker 3: for a while. I guess it's finally approved. What will
Speaker 3: this do for both companies. What will this do for
Speaker 3: the stock of Microsoft? And it's just a good play
Speaker 3: a lot of money. Sixty nine billion dollars Activision Blizzard.
Speaker 3: We're talking about Activision Blizzard.
Speaker 4: Activision Blizzard.
Speaker 5: If you have a gaming console, you have private perfect
Speaker 5: purchase one of their games called a Duty, probably being
Speaker 5: the biggest, one, biggest, one of the biggest ones in the.
Speaker 4: World the world of was it Minecraft they also are
Speaker 4: part of but I.
Speaker 5: Mean active actively is one of these companies that historically
Speaker 5: hasn't had a system, but they just have the games
Speaker 5: to put out.
Speaker 4: This merger makes sense.
Speaker 5: So the issue here was are they taking competition out
Speaker 5: of the space?
Speaker 4: Right?
Speaker 5: And so when you look at from the UN the EU,
Speaker 5: I'm sorry, and you look from the FTC. That was
Speaker 5: the investigation. It came back in Micropofre's favor, which is good.
Speaker 5: This is good news for the brand news. So one
Speaker 5: of the areas that the regulator's question was if Activision
Speaker 5: Games just being on Microsoft makes it a complete US
Speaker 5: giant and knocks out competitors such as Sony and other
Speaker 5: streaming platforms. They ruled that it doesn't, and actually one
Speaker 5: of the benefits that it does do is that it
Speaker 5: allows people who have purchased games from a streaming standpoint
Speaker 5: to now have the game in the cloud.
Speaker 4: So if I have Call.
Speaker 5: Of Duty, right and I come to your house and
Speaker 5: you don't have Call of Duty, we can't play it.
Speaker 5: But now if I come over it's in my cloud.
Speaker 5: I can now play on your system, which is like
Speaker 5: revolutionary in the gaming world, right because it rather than
Speaker 5: buying it because I'm over your house or I'm out
Speaker 5: the country and I have to I don't have my console,
Speaker 5: I have to buy the game again, it now becomes
Speaker 5: a cloud space. And does Microsoft have that infrastructure already
Speaker 5: in place. Absolutely, So that's that's a that's a plus
Speaker 5: for them in the business side. The only part of
Speaker 5: it that's interesting is that, yes, that's the European judgment,
Speaker 5: they still have to get past the FTC, the Federal
Speaker 5: Trade Commission here in the United States, they still have
Speaker 5: to answer the Sony and so this is a win
Speaker 5: from the European standpoint, but they still have some battles
Speaker 5: to face here in America.
Speaker 2: Yeah, I agree, but I think this is a good
Speaker 2: sign that this will swing in their favor.
Speaker 6: And normally when people are worried about monopolies being formed.
Speaker 6: Usually it is the consumer that is raising an issue
Speaker 6: about the monopolies or they're not receiving like fair enough treatment.
Speaker 6: But as far as what it does for the value
Speaker 6: of Microsoft, it makes them even bigger.
Speaker 2: If we look over the.
Speaker 6: Last six months, they have returned twenty seven point seven
Speaker 6: six percent. Over the last five years two hundred and
Speaker 6: seventeen percent all time's three hundred and nine thousand percent return.
Speaker 6: This is definitely over the next few years pushing to
Speaker 6: that four hundred dollars mark profit margins and Microsoft are
Speaker 6: already great, there is that thirty six percent, which is
Speaker 6: amazing for trillion dollar company, and it gives them more
Speaker 6: market share in the space that is needed. Like if
Speaker 6: you look, most people may not love business right, but
Speaker 6: once you get hooked into those video games Call of
Speaker 6: Duty that have crashed Bandicoot, I think they have Tony
Speaker 6: one of Tony Hawk's games.
Speaker 2: People are on that platform for hours.
Speaker 6: So look at the kind of ads that you can
Speaker 6: even deploy there, and that mind share and time share
Speaker 6: that you have a user there.
Speaker 2: Amazing acquisition. If they get this pass.
Speaker 6: Through the United States would definitely push them eventually past
Speaker 6: four hundred bucks and it's probably the second greatest company
Speaker 6: publicly traded of all time.
Speaker 2: And I can.
Speaker 6: Argue if Barmber wouldn't have ran Microsoft for those ten years,
Speaker 6: there probably will be no trillion dollar market cap for Apple.
Speaker 6: That's probably I think from the time he ran it
Speaker 6: to the time he left, I think the stock was
Speaker 6: down seventy percent over a decade.
Speaker 2: Microsoft is on an incredible job.
Speaker 3: Gaming culture is bigger than ever. Yeah, that Call of
Speaker 3: Duty has been, you know, one of the top games,
Speaker 3: if not the top game forward decade. So yeah, the
Speaker 3: Xbox Microsoft's gaming to integrate that completely with one of
Speaker 3: the top games, I think it's beneficial for sure. I
Speaker 3: guess you know, the risk would be if another game
Speaker 3: comes out that becomes bigger than that next year.
Speaker 5: The other part of it is that and this is
Speaker 5: from a Sony standpoint, right if Activision is now a
Speaker 5: part of Microsoft, they've been emerged.
Speaker 4: That's worry was Hey, they'll make it exclusive for Xbox. Yeah, Ernest,
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Speaker 1: An illegal alien from Guatemala charged with raping a child
Speaker 1: in Massachusetts. An MS thirteen gang member from El Salvador
Speaker 1: accused of murdering a Texas man of Venezuelan charged with
Speaker 1: filming and selling child pornography in Michigan. These are just
Speaker 1: some of the heinous migrant criminals caught because of President
Speaker 1: Donald J. Trump's leadership. I'm Christine nom the United States
Speaker 1: Secretary of Homeland Security. Under said Trump, attempted illegal border
Speaker 1: crossings are at the lowest levels ever recorded, and over
Speaker 1: one hundred thousand illegal aliens have been arrested. If you
Speaker 1: were here illegally, your next you will be fine nearly
Speaker 1: one thousand dollars a day. Imprisoned and deported, you will
Speaker 1: never return but if you register using our CBP home
Speaker 1: app and leave now, you could be allowed to return legally,
Speaker 1: do what's right. Leave now. Under President Trump America's laws,
Speaker 1: border and families will be protected sponsored by the United
Speaker 1: States Department of Homeland Security.
Speaker 5: That's a huge concern, right because now you're losing now
Speaker 5: on millions of gamers that won't be able to play
Speaker 5: it on your console. From everything they said that they're
Speaker 5: not looking to do that, right because that loses money.
Speaker 4: You don't want to lose money, so you keep it open.
Speaker 5: But another thing that works in that favor when we
Speaker 5: talk about the European Commission that they've had judgments in
Speaker 5: the past, and every judgment that they've had, the United
Speaker 5: States when it had to have his judgment has kind.
Speaker 4: Of leaned in the same in the same favor.
Speaker 5: So that works for the deal getting done, which is
Speaker 5: great for Microsoft and great for gaming. Like I said,
Speaker 5: that's revolutionary, right if I don't have to repurchase the
Speaker 5: game because I'm not with my console, that's the game change.
Speaker 5: And now you're really using technology to your advantage. Like
Speaker 5: that cloud service piece is really really important, and that
Speaker 5: adds to the expansion of that vertical right, because now,
Speaker 5: how much is the cloud service going to cost you?
Speaker 5: If you can outstore all your games up there.
Speaker 6: A zor is going to grow as a result tremendously
Speaker 6: because we know kids are going to eat up a
Speaker 6: bunch of playing time and a bunch of space on there. Anyway,
Speaker 6: when we're looking at it, so they have I if
Speaker 6: I came to you and said, hey, Tesla is now
Speaker 6: going to run the office space, They're going to put
Speaker 6: the call of Duty in the car and they have
Speaker 6: a cloud service, everyone will be like, Tesla's going to
Speaker 6: a thousand. That iteration that I just created for you
Speaker 6: is Microsoft's.
Speaker 4: Yeah, it's like that quiet.
Speaker 5: Even like now when we're sending like files to Google,
Speaker 5: it's like, all right, well you can pay ten nine
Speaker 5: for two hundred gigs of storage. Well you get enough
Speaker 5: people to pay nine ninety nine for two hundred gigs
Speaker 5: of storage. I mean one game is like seventy gigs
Speaker 5: of storage, yes, not to include the add ons that
Speaker 5: come with it, you know, I mean the downloadable content
Speaker 5: that you get on top of it, on top of
Speaker 5: saving inside of the game. So you can imagine where
Speaker 5: they have a package where it's like, yeah, we're saving
Speaker 5: there's going to be a terabyte of storage and that'll
Speaker 5: be the bare minimum. And now that becomes nineteen ninety nine.
Speaker 5: Just think about what that does to the vertical of
Speaker 5: a zoor.
Speaker 6: Yeah, the enterprise value of Microsoft is currently a two
Speaker 6: point zero eight trillion. Revenue is at two hundred and
Speaker 6: seven billion, Like, this is just a monster of a
Speaker 6: And another great point to look at is if you
Speaker 6: look at institutional ownership, so that's pension funds, mutual funds,
Speaker 6: et cetera, seventy two percent ownership is there. This is
Speaker 6: almost a perfect company. It shows no signs of slowing down.
Speaker 6: I know sometimes the audience get tired of me talking
Speaker 6: about Apple and Microsoft and two inde's. But a trillion
Speaker 6: dollar company in the last three months is up fifteen
Speaker 6: percent to almost double the s and P of eight
Speaker 6: percent of the month, and over the last five years
Speaker 6: is up two hundred percent. Like that's an easy win
Speaker 6: while most things are down, and they continue to innovate
Speaker 6: and get better over time.
Speaker 4: Yeah, a lot of analysts that have.
Speaker 5: Raised the price on it for the end of the
Speaker 5: year to three twenty three, twenty five. So it's currently
Speaker 5: sitting at like three ten, which is optimistic. Right, you're
Speaker 5: telling an almost a fifteen dollars increase over the next
Speaker 5: six months.
Speaker 2: Yeah, we think it happened.
Speaker 6: I agree, I have it at fourteen by the middle
Speaker 6: of next year. Continued a hole for the long term.
Speaker 6: And it's crazy because earlier in the years that were
Speaker 6: to twenty four So hell of a return for one
Speaker 6: of the safest companies in the world, Like, especially in
Speaker 6: a recession. I know they keep delaying saying that we're
Speaker 6: in a recession. Right, we got to talk about your
Speaker 6: boy later, big t. He went on CNN and dominated
Speaker 6: by the way. But in a recession things tend to condense.
Speaker 6: And if they can get this one to go through.
Speaker 6: While they're making their iterations on aim, interested to see
Speaker 6: what kind of data they pull to your point where shot,
Speaker 6: Like what if another game comes out because Fortnite really
Speaker 6: is like the kid's version of Call of Duty. And
Speaker 6: I'm wondering what all that data in the cloud if
Speaker 6: they begin to build games and buy a developer to
Speaker 6: make games off the data that they're collecting in the cloud.
Speaker 2: Wants to have Activision under underneath their win.
Speaker 4: Nintendo just did that, which is crazy. Yep.
Speaker 5: They literally took the feedback and the data from.
Speaker 4: Zelda the what's it called the Breath of the Breath
Speaker 4: thing It's called. So they just released part two and.
Speaker 5: Again got a perfect ten out of ten rating. But
Speaker 5: all they did was they took the data and the
Speaker 5: feedback from the first game. They say, like, this is
Speaker 5: a ten out of ten, how can we improve? They
Speaker 5: implemented it to the new one.
Speaker 3: Well play my graduates from my school being forced back
Speaker 3: drop drop.
Speaker 5: Droft.
Speaker 1: An illegal alien from Guatemala charged with raping a child
Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
Speaker 1: accused of murdering a Texas man of Venezuelan charged with
Speaker 1: filming and selling child pornography in Michigan. These are just
Speaker 1: some of the heinous migrant criminals caught because of President
Speaker 1: Donald J. Trump's leadership. I'm Christy Noman, the United States
Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
Speaker 1: crossings are at the lowest levels ever recorded, and over
Speaker 1: one hundred thousand illegal aliens have been arrested. If you
Speaker 1: are here illegally, your next you will be fine nearly
Speaker 1: one thousand dollars a day. Imprisoned and deported, you will
Speaker 1: never return. But if you register using our CBP home
Speaker 1: app and leave now, you could be allowed to return legally.
Speaker 1: Do what's right, leave now. Under President Trump America's laws,
Speaker 1: border and families will be protected.
Speaker 2: Sponsored by the United States Department of Homeland Security,