1 00:00:01,280 --> 00:00:03,520 Speaker 1: This episode is brought to you by P and C Bank. 2 00:00:03,920 --> 00:00:06,680 Speaker 1: A lot of people think podcasts about work are boring, 3 00:00:06,880 --> 00:00:10,719 Speaker 1: and sure they definitely can be, but understanding of professionals 4 00:00:10,800 --> 00:00:14,040 Speaker 1: routine shows us how they achieve their success little by little, 5 00:00:14,440 --> 00:00:18,079 Speaker 1: day after day. It's like banking with P and C Bank. 6 00:00:18,560 --> 00:00:21,360 Speaker 1: It might seem boring to save, plan and make calculated 7 00:00:21,400 --> 00:00:24,479 Speaker 1: decisions with your bank, but keeping your money boring is 8 00:00:24,520 --> 00:00:27,840 Speaker 1: what helps you live or more happily fulfilled life. P 9 00:00:27,960 --> 00:00:32,800 Speaker 1: and C Bank Brilliantly Boring since eighteen sixty five. Brilliantly 10 00:00:32,840 --> 00:00:35,479 Speaker 1: Boring since eighteen sixty five is a service mark of 11 00:00:35,520 --> 00:00:38,760 Speaker 1: the PNC Financial Service Group, Inc. P and C Bank 12 00:00:39,159 --> 00:00:41,360 Speaker 1: National Association Member FDIC. 13 00:00:43,240 --> 00:00:45,680 Speaker 2: So I want to go to something that you know 14 00:00:46,240 --> 00:00:48,400 Speaker 2: is right up there as far as an importance level. 15 00:00:48,680 --> 00:00:52,440 Speaker 2: If you was in the Eyo University class last Thursday, 16 00:00:52,440 --> 00:00:55,280 Speaker 2: put some fire in the chat. Yeah, I know you 17 00:00:55,360 --> 00:00:59,480 Speaker 2: had spoken about a company, right, and then there was 18 00:00:59,520 --> 00:01:02,600 Speaker 2: some news broke on that. So talk about that we're 19 00:01:02,600 --> 00:01:05,320 Speaker 2: gonna give them some window into the university. 20 00:01:05,400 --> 00:01:07,800 Speaker 1: Just just said just give it away. Yeah. Yeah. So 21 00:01:08,240 --> 00:01:09,880 Speaker 1: one of the things we've been studying the obviously is 22 00:01:09,920 --> 00:01:13,080 Speaker 1: the Ai Revolution. Uh, we said that the AI revolution 23 00:01:13,200 --> 00:01:16,600 Speaker 1: will be monetized. So we've been breaking this down like 24 00:01:16,880 --> 00:01:21,240 Speaker 1: to a fundamental matter where it's like, yeah, we know 25 00:01:21,360 --> 00:01:23,440 Speaker 1: the big players, we know the n videos of the world, 26 00:01:23,520 --> 00:01:25,399 Speaker 1: and we know the broad comms of the world, and 27 00:01:25,400 --> 00:01:29,840 Speaker 1: we know the AMDs, but those systems don't work without 28 00:01:30,200 --> 00:01:33,119 Speaker 1: some of these precursors. And so we've been doing very grandualarly. 29 00:01:33,200 --> 00:01:36,199 Speaker 1: We started with the memory sector when we were talking 30 00:01:36,200 --> 00:01:38,880 Speaker 1: about Micron, and we talked about Western Digital, and we 31 00:01:38,920 --> 00:01:41,600 Speaker 1: talked about sea gape, and we talked about connectivity, and when 32 00:01:41,560 --> 00:01:44,800 Speaker 1: we talk about broad comm and we started to look 33 00:01:44,840 --> 00:01:46,880 Speaker 1: even deeper, right, and I started thinking about how we 34 00:01:46,920 --> 00:01:54,240 Speaker 1: can treat AI and really artificial intelligence from a power standpoint, 35 00:01:54,640 --> 00:01:57,720 Speaker 1: also from a connectivity standpoint, like a human body. Right. 36 00:01:57,760 --> 00:02:00,000 Speaker 1: So if I'm looking at what company is the heart 37 00:02:00,080 --> 00:02:02,120 Speaker 1: of this, right, that would be easy, you would tell 38 00:02:02,120 --> 00:02:04,840 Speaker 1: me in video. Well, if I looked at broad coom 39 00:02:05,000 --> 00:02:07,400 Speaker 1: as like the connectivity, that would be like the veins 40 00:02:07,400 --> 00:02:10,400 Speaker 1: and the arteries of this, right. But in order for 41 00:02:10,440 --> 00:02:13,280 Speaker 1: the heart to work, it needs to have blood flow, right, 42 00:02:13,320 --> 00:02:16,200 Speaker 1: and it needs to have valves. And so I started 43 00:02:16,240 --> 00:02:18,080 Speaker 1: to look like what would be the valves. And then 44 00:02:18,120 --> 00:02:21,320 Speaker 1: I found a company called Fabrinet. Right, so if you 45 00:02:21,360 --> 00:02:24,239 Speaker 1: think about it, Fabrinet is almost like that valve that 46 00:02:24,440 --> 00:02:26,840 Speaker 1: allows the connectivity to run faster. I'm like, all right, 47 00:02:26,880 --> 00:02:29,040 Speaker 1: this is great, and so we talked about that. We 48 00:02:29,040 --> 00:02:32,799 Speaker 1: actually talked about that in stock Club a couple of 49 00:02:32,840 --> 00:02:34,720 Speaker 1: weeks ago, and I told people do the research on it. 50 00:02:35,000 --> 00:02:37,400 Speaker 1: Then we dug a little bit deeper, and I was like, okay, 51 00:02:38,000 --> 00:02:40,840 Speaker 1: we've got that. Let's go back to this memory thing. 52 00:02:40,840 --> 00:02:43,600 Speaker 1: Because as I'm watching a video pull back and I'm 53 00:02:43,600 --> 00:02:47,160 Speaker 1: watching broad Com go down and I'm watching Microsoft, I'm 54 00:02:47,200 --> 00:02:49,600 Speaker 1: noticing that this memory sector is not moving at the 55 00:02:49,600 --> 00:02:53,720 Speaker 1: same length. So obviously we see Microme appreciate it not 56 00:02:53,760 --> 00:02:55,640 Speaker 1: even pulled back, but it was up over two hundred percent, 57 00:02:55,680 --> 00:02:57,800 Speaker 1: but Western Digital was up two hundred and sixty percent. 58 00:02:57,880 --> 00:03:00,079 Speaker 1: People kept putting in the chat. I'm like, yo, this 59 00:03:00,120 --> 00:03:02,360 Speaker 1: is this company, this company, Troy, this company. I'm like, okay, great. 60 00:03:02,639 --> 00:03:04,840 Speaker 1: So I'm studying Western Digital and part of the research 61 00:03:04,840 --> 00:03:07,840 Speaker 1: I see they have a spinoff. Said there's a spinoff 62 00:03:07,880 --> 00:03:11,200 Speaker 1: here and it's called sand Disk, And I'm like, I've 63 00:03:11,200 --> 00:03:14,120 Speaker 1: heard this name before. Yes, if you're in recording and 64 00:03:14,160 --> 00:03:17,240 Speaker 1: you're doing photos or you're in music and you're using 65 00:03:17,280 --> 00:03:20,160 Speaker 1: a file a hard drive, right, you know, sand disk, 66 00:03:20,840 --> 00:03:23,360 Speaker 1: And then I look in February, they actually spun off 67 00:03:23,520 --> 00:03:25,839 Speaker 1: and started to be publicly traded, and I started looking 68 00:03:25,880 --> 00:03:28,400 Speaker 1: at the chart. I'm like, oh man, this is something, 69 00:03:28,440 --> 00:03:32,760 Speaker 1: and then I started to understand this. Okay, Western Digital said, okay, 70 00:03:33,000 --> 00:03:36,480 Speaker 1: we have the hard drive right and we have the 71 00:03:36,560 --> 00:03:39,360 Speaker 1: flash drive. These are two different businesses that we can 72 00:03:39,400 --> 00:03:41,880 Speaker 1: actually reap the benefits from. And so that actually went 73 00:03:41,920 --> 00:03:44,320 Speaker 1: public in February. It has been going crazy. But I 74 00:03:44,320 --> 00:03:46,800 Speaker 1: started to think about why why is this chart moving 75 00:03:46,880 --> 00:03:50,960 Speaker 1: this way? Started studying even more and then you realize, yes, 76 00:03:51,080 --> 00:03:55,000 Speaker 1: memory is important. But Samsung said something two weeks ago 77 00:03:55,480 --> 00:03:58,080 Speaker 1: that was even more important to hear. They said, we 78 00:03:58,160 --> 00:04:01,720 Speaker 1: don't even have enough to build the orders. And so 79 00:04:01,800 --> 00:04:03,640 Speaker 1: if we don't have enough, it goes back to this, 80 00:04:03,720 --> 00:04:07,240 Speaker 1: how do we get this going at the immediate time? 81 00:04:07,360 --> 00:04:09,600 Speaker 1: Like we need this. We can talk about energy and 82 00:04:09,640 --> 00:04:12,080 Speaker 1: we need it immediately, right, we don't have time, we 83 00:04:12,120 --> 00:04:13,960 Speaker 1: don't have ten years away. How do we get a meeting? 84 00:04:14,560 --> 00:04:17,240 Speaker 1: So now flash becomes a thing, SSD becomes a thing, 85 00:04:17,279 --> 00:04:20,880 Speaker 1: and who's leading that stand this, yeah, all right, and 86 00:04:20,960 --> 00:04:22,880 Speaker 1: so if you look at sand diis it was great. 87 00:04:22,880 --> 00:04:25,159 Speaker 1: I was talking about this in Dubai. We were having 88 00:04:25,279 --> 00:04:27,240 Speaker 1: dinners and I was talking about this. Even some of 89 00:04:27,240 --> 00:04:28,520 Speaker 1: the people in the tech world didn't even know it 90 00:04:28,560 --> 00:04:30,240 Speaker 1: was publicly traded. I'm like, now there's something here to 91 00:04:30,320 --> 00:04:33,320 Speaker 1: something here. Thursday, in the class we went over it, 92 00:04:33,360 --> 00:04:36,280 Speaker 1: I said, these are the reasons why breaking it down. 93 00:04:37,160 --> 00:04:39,039 Speaker 1: Friday we saw it tick up. I said, oh, this 94 00:04:39,080 --> 00:04:41,279 Speaker 1: is perfect. Before close, I got to get into this position. 95 00:04:42,320 --> 00:04:44,719 Speaker 1: Today we watched sand dis open up at two twenty 96 00:04:46,880 --> 00:04:50,000 Speaker 1: after the bell, huge announcement. Guess what just got added 97 00:04:50,000 --> 00:04:51,200 Speaker 1: to the S and P five hundred. 98 00:04:52,240 --> 00:04:54,440 Speaker 3: This amazing company has been doing well even before they 99 00:04:54,480 --> 00:04:55,040 Speaker 3: went public. 100 00:04:56,000 --> 00:04:58,919 Speaker 1: So now this company is now part of the S 101 00:04:58,960 --> 00:05:01,600 Speaker 1: and P five hundred, which no means that could now 102 00:05:01,640 --> 00:05:04,080 Speaker 1: be added inside index funds and added to the investment 103 00:05:04,080 --> 00:05:07,160 Speaker 1: portfolios of a bunch of people. But a company that 104 00:05:07,320 --> 00:05:12,120 Speaker 1: just went public technically went public in February of this year, 105 00:05:12,240 --> 00:05:15,880 Speaker 1: but it's part of this AI ecosystem, like the polls 106 00:05:15,920 --> 00:05:18,040 Speaker 1: and the like. We always talk about the levers and 107 00:05:18,080 --> 00:05:21,000 Speaker 1: the pulleys and the shovels. These are those companies now 108 00:05:21,040 --> 00:05:23,880 Speaker 1: and so that body analogy. When I was talking about 109 00:05:23,880 --> 00:05:25,400 Speaker 1: it after the class, I'm like, I should really just 110 00:05:25,440 --> 00:05:27,719 Speaker 1: draw a diagram for it. And so I started thinking, 111 00:05:27,760 --> 00:05:29,800 Speaker 1: all right, well, here's the heart, Here are the veins, 112 00:05:30,000 --> 00:05:32,640 Speaker 1: here the valves. Who's going to be the brain of this? 113 00:05:32,920 --> 00:05:35,720 Speaker 1: You could say that you know AMD or if it 114 00:05:35,880 --> 00:05:38,520 Speaker 1: could be brain and heart. Start to think of it 115 00:05:38,560 --> 00:05:40,280 Speaker 1: in terms of the body and how it runs and 116 00:05:40,320 --> 00:05:44,080 Speaker 1: how it functions, and if anything goes wrong right then 117 00:05:44,080 --> 00:05:46,640 Speaker 1: it won't function at as high as form. These are 118 00:05:46,640 --> 00:05:48,160 Speaker 1: the type of things we got to look for, which 119 00:05:48,160 --> 00:05:50,240 Speaker 1: is why we thought Cilesica early in the year would 120 00:05:50,240 --> 00:05:52,880 Speaker 1: be great. And it's performed outstanding, which is why we 121 00:05:52,920 --> 00:05:55,640 Speaker 1: thought memory, Like, if we have a brain, we need memory, 122 00:05:55,720 --> 00:05:58,880 Speaker 1: right Like your brain is broken down into different components, 123 00:05:58,920 --> 00:06:01,360 Speaker 1: and we know memory is part that you have to 124 00:06:01,360 --> 00:06:05,440 Speaker 1: start thinking in that way. So these companies that are 125 00:06:05,480 --> 00:06:08,400 Speaker 1: going to be essential and crucial. If AID development is 126 00:06:08,440 --> 00:06:11,279 Speaker 1: going to continue and flourish, which with all science points 127 00:06:11,320 --> 00:06:13,600 Speaker 1: that it will, you got to take advantage of it. 128 00:06:13,640 --> 00:06:15,080 Speaker 1: So shout out to everybody that was in class and 129 00:06:15,120 --> 00:06:17,600 Speaker 1: took advantage of it. I know we're probably up like 130 00:06:17,640 --> 00:06:20,720 Speaker 1: seventy percent in like twenty four hours or forty eight hours. 131 00:06:21,080 --> 00:06:23,200 Speaker 1: These are the type of those moments when you see opportunities, 132 00:06:23,279 --> 00:06:25,760 Speaker 1: especially when we pulled back last week it got up 133 00:06:25,800 --> 00:06:27,240 Speaker 1: to two eighty nine. I saw it down at one 134 00:06:27,320 --> 00:06:30,760 Speaker 1: eighty six. Execute execute. 135 00:06:31,360 --> 00:06:34,440 Speaker 3: It's a prime example of a classic company that is retooled. 136 00:06:34,560 --> 00:06:37,159 Speaker 3: We talked about Google a lot, but this is another 137 00:06:37,200 --> 00:06:39,480 Speaker 3: company that is retooled and recalibrated for. 138 00:06:39,440 --> 00:06:40,680 Speaker 4: The new economy that we're in. 139 00:06:41,400 --> 00:06:45,320 Speaker 3: Operate gross profit margins twenty seven point nine percent. But 140 00:06:45,400 --> 00:06:48,400 Speaker 3: this company's been well run even before it went publicly traded, 141 00:06:48,520 --> 00:06:51,560 Speaker 3: and I love the adjustments they've made to this economy. 142 00:06:52,000 --> 00:06:54,119 Speaker 3: Unlike my baby Apple, who has not done the best, 143 00:06:54,560 --> 00:06:57,080 Speaker 3: they are in that class that have done incredibly well 144 00:06:57,120 --> 00:07:00,720 Speaker 3: at understanding where they how important they are now, and 145 00:07:00,800 --> 00:07:02,520 Speaker 3: we'll be over the next four or five years as 146 00:07:02,560 --> 00:07:04,640 Speaker 3: well as into like the quantum era as well. So 147 00:07:05,360 --> 00:07:07,880 Speaker 3: great breakdown, great assessment. I agree, one hundred percent. 148 00:07:08,160 --> 00:07:11,680 Speaker 1: Yeah, you know, the deeper conversation is that, especially if 149 00:07:11,680 --> 00:07:14,720 Speaker 1: you've been into photography or even what we're doing in 150 00:07:14,800 --> 00:07:19,680 Speaker 1: terms of media, this company has been around you for years. Yeah, 151 00:07:20,040 --> 00:07:22,320 Speaker 1: I've been playing I walked in here. I have a 152 00:07:22,360 --> 00:07:25,480 Speaker 1: say in this drive sitting here right, I have a car. 153 00:07:25,520 --> 00:07:28,800 Speaker 1: It's fifty two two fifty six one TERRIBI sants car. 154 00:07:29,560 --> 00:07:32,679 Speaker 1: I'm not even thinking in terms of memory memory, memory storage, storage, 155 00:07:32,680 --> 00:07:33,320 Speaker 1: storage storage. 156 00:07:33,720 --> 00:07:34,240 Speaker 4: Oh wow. 157 00:07:35,040 --> 00:07:37,280 Speaker 1: The signs have always been there, but when you start 158 00:07:37,320 --> 00:07:40,559 Speaker 1: doing the research, it's like everything starts to come together. 159 00:07:40,680 --> 00:07:42,600 Speaker 1: Oh that's why I keep seeing this, That's why I 160 00:07:42,680 --> 00:07:45,160 Speaker 1: keep seeing this. Here's what it's being used for. Here's 161 00:07:45,160 --> 00:07:47,440 Speaker 1: how it's going to benefit from the AI revolution. Like 162 00:07:47,520 --> 00:07:49,080 Speaker 1: I said, it's going to be monetized, and we're going 163 00:07:49,160 --> 00:07:51,040 Speaker 1: to make sure that we're the ones monetizing from. 164 00:07:50,960 --> 00:07:55,320 Speaker 2: It for sure. So you see me on my phone. 165 00:07:55,400 --> 00:07:57,240 Speaker 2: I'm working through some things in real time right now. 166 00:07:57,280 --> 00:08:01,040 Speaker 2: Apparently YouTube has two links that they just started a 167 00:08:01,080 --> 00:08:02,880 Speaker 2: new feature where you can see a vertical and then 168 00:08:02,920 --> 00:08:06,640 Speaker 2: you can see a horizontal. It's it's like splitting the audience. 169 00:08:07,000 --> 00:08:10,160 Speaker 2: So on a chat, it's not showing like everybody's not 170 00:08:10,240 --> 00:08:11,800 Speaker 2: in the same the same chat. 171 00:08:13,480 --> 00:08:16,440 Speaker 3: Oh really, Okay, so they have a mobile link and 172 00:08:16,560 --> 00:08:17,760 Speaker 3: a and. 173 00:08:17,840 --> 00:08:18,920 Speaker 2: A desktop TV. 174 00:08:20,800 --> 00:08:22,960 Speaker 1: Okay that happen. Okay, Streaming is doing that. 175 00:08:24,520 --> 00:08:24,720 Speaker 2: Doing it? 176 00:08:24,840 --> 00:08:27,560 Speaker 1: Yeah, stream yeah, yeah, Okay, that's good. 177 00:08:27,760 --> 00:08:28,120 Speaker 3: Now we know. 178 00:08:28,760 --> 00:08:31,480 Speaker 1: Yeah, I's see it over there and over here too. Okay, 179 00:08:31,760 --> 00:08:35,640 Speaker 1: but where is it? Says here? How vertical? Let's see. 180 00:08:35,840 --> 00:08:39,480 Speaker 1: I'm gonna click it. Let's see what happens. Looks the same? 181 00:08:40,320 --> 00:08:43,240 Speaker 1: How's it knowing? Let me see? I see it the same? 182 00:08:43,840 --> 00:08:47,800 Speaker 2: Chat chat, let me know, chat? How are you? 183 00:08:49,280 --> 00:08:52,440 Speaker 3: I do have a question which in a year, which 184 00:08:52,520 --> 00:08:56,760 Speaker 3: companies that are AI adjacent will not do well because 185 00:08:56,880 --> 00:09:01,280 Speaker 3: it's been discovered they aren't uh class A or class 186 00:09:01,440 --> 00:09:03,120 Speaker 3: B as some are advertising. 187 00:09:03,360 --> 00:09:05,160 Speaker 1: That's a great question. I'll tell you the best way 188 00:09:05,200 --> 00:09:08,000 Speaker 1: to figure this out. This is exactly what I've been doing. 189 00:09:08,520 --> 00:09:10,480 Speaker 1: Right because again, before I ever. 190 00:09:10,600 --> 00:09:12,320 Speaker 2: But before I let me just say something. He's about 191 00:09:12,320 --> 00:09:14,040 Speaker 2: to kill a vertical link. So if you if you're 192 00:09:14,040 --> 00:09:15,880 Speaker 2: watching this and its vertical and he kills it and 193 00:09:15,960 --> 00:09:18,120 Speaker 2: you don't see it anymore, just come back on YouTube 194 00:09:18,160 --> 00:09:20,080 Speaker 2: and watch it from the other one. So it's only 195 00:09:20,080 --> 00:09:21,280 Speaker 2: gonna be one link on YouTube. 196 00:09:22,880 --> 00:09:23,520 Speaker 4: Gracias. 197 00:09:24,520 --> 00:09:29,720 Speaker 1: Yeah, So when before we ever talk to the community 198 00:09:29,840 --> 00:09:31,240 Speaker 1: or we talk to market money is like I told you, 199 00:09:31,280 --> 00:09:33,480 Speaker 1: I'm going to research the company, probably three to four weeks, 200 00:09:33,480 --> 00:09:35,400 Speaker 1: sometimes a couple of months before we talk about it. 201 00:09:35,640 --> 00:09:37,360 Speaker 1: We've been talking about this company for over a month. 202 00:09:37,400 --> 00:09:40,080 Speaker 1: Like I said, we've had dinners. I know the question 203 00:09:40,200 --> 00:09:41,400 Speaker 1: is going to be like, well, how do you know? 204 00:09:41,640 --> 00:09:43,439 Speaker 1: This is going to be the first thing I do. 205 00:09:44,280 --> 00:09:46,240 Speaker 1: Who are its hyper scale partners? 206 00:09:48,480 --> 00:09:48,920 Speaker 2: It matters. 207 00:09:50,120 --> 00:09:52,160 Speaker 1: It's the first thing I look at because I know 208 00:09:52,440 --> 00:09:56,440 Speaker 1: if hyper axism, I mean hyper ex scalers, the matters 209 00:09:56,440 --> 00:09:58,880 Speaker 1: of the world, the Googles of the world, the Amazons 210 00:09:58,920 --> 00:10:02,760 Speaker 1: and the Microsoft's apples, if they're involved, I know the 211 00:10:02,880 --> 00:10:04,559 Speaker 1: catpac Spin is going to be there. 212 00:10:04,760 --> 00:10:06,679 Speaker 3: And if they have priority, because some of them are 213 00:10:06,720 --> 00:10:10,959 Speaker 3: reporting and acting as if they have deeper partnership with Nvidia, 214 00:10:11,160 --> 00:10:13,720 Speaker 3: Meta in exactly exactly. 215 00:10:13,920 --> 00:10:18,200 Speaker 1: So the key is now, if it's just one, I'm 216 00:10:18,240 --> 00:10:22,559 Speaker 1: not convinced. Yeah, if I see three, oh I know 217 00:10:22,679 --> 00:10:26,079 Speaker 1: something's here. If I see four, this is pretty I'm 218 00:10:26,120 --> 00:10:28,320 Speaker 1: pretty confident in this. And so a lot of times 219 00:10:28,360 --> 00:10:30,080 Speaker 1: I'll look it will be the same hyper scale as 220 00:10:30,400 --> 00:10:32,920 Speaker 1: And then when I watch those hyper scales report, I'm 221 00:10:32,920 --> 00:10:35,480 Speaker 1: always listening. That's I always talk about cappex. Has the 222 00:10:35,559 --> 00:10:38,520 Speaker 1: cappacks going down? Has Meta said we're going to spend less? No, 223 00:10:38,720 --> 00:10:42,000 Speaker 1: they said enough more. Today Amazon announced that they're spending 224 00:10:42,000 --> 00:10:46,199 Speaker 1: an additional fifty billion catpacks are still going right, So 225 00:10:46,400 --> 00:10:48,680 Speaker 1: these pieces that no one talks about, Like we can 226 00:10:48,760 --> 00:10:51,640 Speaker 1: talk about the large scale things, we can talk about GPUs, 227 00:10:52,040 --> 00:10:53,679 Speaker 1: and we can talk about the racks, and we can 228 00:10:53,720 --> 00:10:57,360 Speaker 1: talk about liquid cooling, but these other pieces that make 229 00:10:57,480 --> 00:11:00,120 Speaker 1: this engine go are going to be vitally important. If 230 00:11:00,120 --> 00:11:03,040 Speaker 1: those cappax numbers are being spent from the hyperscal is, 231 00:11:03,240 --> 00:11:04,800 Speaker 1: then we got to file the money, just a lot 232 00:11:04,840 --> 00:11:05,160 Speaker 1: of money. 233 00:11:05,600 --> 00:11:10,240 Speaker 3: And look at the partnership matter in Google are now 234 00:11:10,320 --> 00:11:16,160 Speaker 3: working on TPU integration together, which is really important because 235 00:11:16,200 --> 00:11:17,280 Speaker 3: my biggest fear. 236 00:11:18,520 --> 00:11:21,920 Speaker 4: In the Nvidia trade is Wildwei and. 237 00:11:21,920 --> 00:11:27,040 Speaker 3: Deep Seek working together in tandem because Huawei isn't publicly traded, 238 00:11:27,679 --> 00:11:30,800 Speaker 3: Deep Sek is still private, so they don't have to 239 00:11:30,880 --> 00:11:37,520 Speaker 3: report everything that's going on. So I do love seeing Meta, Google, Amazon, Microsoft, 240 00:11:37,600 --> 00:11:40,000 Speaker 3: that excuse me, Apple and Google working together because the 241 00:11:40,280 --> 00:11:43,959 Speaker 3: big monster that we have to defeat is China beating 242 00:11:44,040 --> 00:11:46,920 Speaker 3: us to this race. But look at the partnership layers 243 00:11:46,920 --> 00:11:49,440 Speaker 3: as well. And if people are not integrated into the ecosystem, 244 00:11:49,960 --> 00:11:51,520 Speaker 3: they're not going to be I know there's a lot 245 00:11:51,559 --> 00:11:53,920 Speaker 3: of reports of this company, this AI company is going 246 00:11:54,000 --> 00:11:56,679 Speaker 3: to be the next one hundred bagger is not many 247 00:11:56,760 --> 00:11:58,520 Speaker 3: of them out there. 248 00:11:58,600 --> 00:12:01,559 Speaker 1: I promise you a problem. I like I like the 249 00:12:01,640 --> 00:12:03,839 Speaker 1: TPU talk. You want to go there, you want to 250 00:12:03,840 --> 00:12:04,080 Speaker 1: go there? 251 00:12:04,280 --> 00:12:06,839 Speaker 2: Well, yeah, let's let's talk about that. We get back 252 00:12:06,920 --> 00:12:10,880 Speaker 2: in there like by and share. Yeah, let's talk about that. Obviously, 253 00:12:11,080 --> 00:12:15,920 Speaker 2: Google has had a big day today, let's talk. Let's 254 00:12:15,920 --> 00:12:19,640 Speaker 2: talk about that. As far as what's next on the horizon. 255 00:12:20,440 --> 00:12:23,560 Speaker 3: I think Google is one of the best run companies 256 00:12:23,600 --> 00:12:26,079 Speaker 3: in history, and at a time where they were about 257 00:12:26,120 --> 00:12:30,080 Speaker 3: to be counted out. You can argue right now, Google's 258 00:12:30,080 --> 00:12:32,520 Speaker 3: the best AI company in the United States of America. 259 00:12:34,600 --> 00:12:37,360 Speaker 1: It's one off. You can argue, okay, okay, okay, okay, 260 00:12:37,400 --> 00:12:41,920 Speaker 1: you can argue it. Yes, yeah, yes, yes, because in. 261 00:12:41,960 --> 00:12:43,679 Speaker 3: Business we can be very let's just talk like it's 262 00:12:43,720 --> 00:12:46,679 Speaker 3: just us one of the and they had to do it. 263 00:12:46,960 --> 00:12:51,200 Speaker 3: But when in video became the Darling, every other company 264 00:12:51,360 --> 00:12:56,679 Speaker 3: or the Big twelve and tech re tooled their business. 265 00:12:56,400 --> 00:12:57,000 Speaker 1: To then. 266 00:12:58,559 --> 00:13:00,319 Speaker 4: Take a piece of their business and markets. 267 00:13:00,360 --> 00:13:05,679 Speaker 3: Here, Apple's now working on their own version of that 268 00:13:05,920 --> 00:13:09,800 Speaker 3: now Google, of course, because the thought is, okay, I 269 00:13:09,880 --> 00:13:12,480 Speaker 3: can either let you cannibalize my business, well, I can 270 00:13:12,520 --> 00:13:16,160 Speaker 3: make Gemini so amazing that it cannibalizes the business itself. 271 00:13:16,559 --> 00:13:19,360 Speaker 3: But now there's even ads starting to be integrated into Gemini. 272 00:13:20,400 --> 00:13:22,280 Speaker 3: So I've always said since the beginning of the show, 273 00:13:22,720 --> 00:13:24,920 Speaker 3: the companies with the most money are going to find 274 00:13:24,920 --> 00:13:27,120 Speaker 3: a way to lead the revolution and the next technology. 275 00:13:27,120 --> 00:13:30,000 Speaker 3: They're not going to get left behind. And as soon 276 00:13:30,080 --> 00:13:32,480 Speaker 3: as Sam had his mistake and cro fail for with 277 00:13:32,559 --> 00:13:36,959 Speaker 3: brad Gersner, look how quickly other companies are encroaching and 278 00:13:37,080 --> 00:13:40,240 Speaker 3: getting better at a time. And you can you can 279 00:13:40,320 --> 00:13:43,160 Speaker 3: make the argument that Anthropics doing better than Open Ai 280 00:13:43,679 --> 00:13:47,839 Speaker 3: in terms of deliverables in the LLM. So, but the 281 00:13:47,920 --> 00:13:50,520 Speaker 3: partnership is for secure in the future. And once again 282 00:13:50,559 --> 00:13:54,040 Speaker 3: when metafl a bunch after earnings, I'm like, they're making 283 00:13:54,080 --> 00:13:56,400 Speaker 3: the right investments at the right time. I think it 284 00:13:56,600 --> 00:14:00,959 Speaker 3: was mistimed how much they dropped, and I think the 285 00:14:01,000 --> 00:14:02,880 Speaker 3: stock will go up a lot as a result. But 286 00:14:03,080 --> 00:14:07,079 Speaker 3: in times of crisis and economic crunches, you're going to 287 00:14:07,120 --> 00:14:10,120 Speaker 3: see the top players work with each other. Ten years ago, 288 00:14:10,200 --> 00:14:12,520 Speaker 3: it was Apple and Google for the search engine. Now 289 00:14:12,600 --> 00:14:15,120 Speaker 3: it's Apple and Google for AI. But this Meta in 290 00:14:15,200 --> 00:14:19,440 Speaker 3: Google partnership, I think it's going to do incredibly well 291 00:14:19,480 --> 00:14:23,040 Speaker 3: for both companies, but of course Google has the lead. 292 00:14:22,920 --> 00:14:26,080 Speaker 1: As of today. Google is amazing. I'm agreeing with you 293 00:14:26,160 --> 00:14:28,200 Speaker 1: with that. I think you touched on something really important. 294 00:14:28,240 --> 00:14:31,240 Speaker 1: I'm going to go back to it a year ago. 295 00:14:31,680 --> 00:14:33,880 Speaker 1: And if we think about what we were saying about 296 00:14:33,920 --> 00:14:38,200 Speaker 1: open Ai and how they looked at Google almost in 297 00:14:38,280 --> 00:14:41,200 Speaker 1: a mocking fashion. Yes, it's almost like, hey, you guys 298 00:14:41,240 --> 00:14:42,080 Speaker 1: will never catch us. 299 00:14:42,520 --> 00:14:44,360 Speaker 4: Hey can we really quick? Can we talk how big 300 00:14:44,440 --> 00:14:44,960 Speaker 4: of a mistake? 301 00:14:45,040 --> 00:14:46,720 Speaker 1: That is a huge one? 302 00:14:46,720 --> 00:14:48,720 Speaker 4: Why are you throwing a rock at a sleeping giant? 303 00:14:50,120 --> 00:14:54,520 Speaker 1: Yeah? And so it got me thinking, right, and I 304 00:14:54,600 --> 00:14:56,960 Speaker 1: still think of it. Obviously in video the art, you 305 00:14:57,000 --> 00:14:59,720 Speaker 1: could make the argument right in terms of performance and 306 00:14:59,760 --> 00:15:04,400 Speaker 1: what they're putting out. Yes, the performance is superior. I 307 00:15:04,480 --> 00:15:06,520 Speaker 1: think the smartest move they did. And we watched this 308 00:15:06,760 --> 00:15:10,000 Speaker 1: move happen with Broadcom and we kind of talked about it. 309 00:15:10,040 --> 00:15:12,280 Speaker 1: When they said, look, you can have the GPU market. 310 00:15:14,360 --> 00:15:18,440 Speaker 1: It's yours. You're so dominant, have it. AMDA said, all right, 311 00:15:18,520 --> 00:15:20,560 Speaker 1: we'll be number two. We'll take some of the market 312 00:15:20,640 --> 00:15:23,520 Speaker 1: share that it looks like it's working out for them, 313 00:15:23,600 --> 00:15:25,600 Speaker 1: right There wasn't going to be a number three. So 314 00:15:25,640 --> 00:15:27,800 Speaker 1: they said, we're not doing GPUs, we'll do the XPU. 315 00:15:29,080 --> 00:15:32,280 Speaker 1: I think while while this is happening, Google says, we're not. 316 00:15:33,040 --> 00:15:35,080 Speaker 1: We'll rely on you for now, but we've got to 317 00:15:35,120 --> 00:15:38,080 Speaker 1: create something that we can internally do and we can 318 00:15:38,160 --> 00:15:40,760 Speaker 1: internally rely upon, and that's the TPU. So that's the 319 00:15:40,840 --> 00:15:43,160 Speaker 1: tensor processing unit. So if you've hurt TPU over the 320 00:15:43,200 --> 00:15:46,320 Speaker 1: past couple of days, that's why. Why is it important? 321 00:15:46,400 --> 00:15:49,840 Speaker 1: Because it makes them self reliant. They won't need Nvidio 322 00:15:49,920 --> 00:15:52,720 Speaker 1: at the same level they once did. Why did we 323 00:15:52,880 --> 00:15:57,520 Speaker 1: see another company run up, that company being named Broadcom. 324 00:15:58,200 --> 00:16:03,200 Speaker 1: It's because Broadcom can help design that TP right, which 325 00:16:03,240 --> 00:16:05,360 Speaker 1: is why when they said XPU, look, that means we'll 326 00:16:05,440 --> 00:16:08,440 Speaker 1: make any PU for anyone will help you make this. 327 00:16:08,600 --> 00:16:11,520 Speaker 1: And so we watched broad comrades. Right, they were up 328 00:16:11,640 --> 00:16:14,960 Speaker 1: ten percent today. Google was leading the charge up I 329 00:16:15,080 --> 00:16:18,000 Speaker 1: think like nine percent. Those two companies were starting to move, 330 00:16:18,280 --> 00:16:20,480 Speaker 1: and Video hasn't moved at the same level. Right it 331 00:16:20,640 --> 00:16:23,160 Speaker 1: had its earnings And I heard a shout out to 332 00:16:23,240 --> 00:16:25,600 Speaker 1: Josh Brown. He says something very interesting. He's like Nvidia 333 00:16:25,600 --> 00:16:29,160 Speaker 1: at this point is like Jordan in ninety six, comparing 334 00:16:29,280 --> 00:16:32,360 Speaker 1: himself to what he did in ninety five. Yeah, you're 335 00:16:32,400 --> 00:16:33,320 Speaker 1: the champion, you're the. 336 00:16:33,360 --> 00:16:35,600 Speaker 4: Best player, but you're so exceptional. 337 00:16:35,760 --> 00:16:37,160 Speaker 1: It's so exceptional, like you're not. 338 00:16:37,240 --> 00:16:39,720 Speaker 4: Going to have an exponential growth from where you are. 339 00:16:40,040 --> 00:16:42,880 Speaker 1: Yeah, Carmel owles MVP. You know what I'm saying. You're that, 340 00:16:43,120 --> 00:16:44,880 Speaker 1: but you're but we know who the best player is. 341 00:16:45,720 --> 00:16:50,320 Speaker 1: The TPU thing is is important because number one, it's cheaper, 342 00:16:51,720 --> 00:16:55,680 Speaker 1: it's faster. But right now, and I'm just saying right now, 343 00:16:56,280 --> 00:17:00,080 Speaker 1: it's really designed just for Google Cloud products. 344 00:17:00,040 --> 00:17:02,480 Speaker 3: Which is smart because it keeps the ecosystem inside and 345 00:17:02,520 --> 00:17:05,600 Speaker 3: from a branding lesson, going back to the ocean strategy. 346 00:17:05,960 --> 00:17:08,600 Speaker 3: I love companies when they create a market that they 347 00:17:08,760 --> 00:17:09,840 Speaker 3: have dominant sharing. 348 00:17:10,440 --> 00:17:13,480 Speaker 1: Right. So now it says to me, Okay, if Google 349 00:17:13,560 --> 00:17:18,680 Speaker 1: does it, Amazonal'll be next. H Right, Microsoft is already 350 00:17:18,720 --> 00:17:21,359 Speaker 1: there with open Ai. And so does that take some 351 00:17:21,560 --> 00:17:27,960 Speaker 1: business away from Nvidia? It will take some away some 352 00:17:28,960 --> 00:17:33,000 Speaker 1: until Oh that's wrong. That's where I'm going. I'm going 353 00:17:33,080 --> 00:17:38,320 Speaker 1: there right so here, you can't. So right now, the 354 00:17:38,960 --> 00:17:41,280 Speaker 1: TPUs that that Google makes, and it is phenomenal and 355 00:17:41,359 --> 00:17:42,800 Speaker 1: we can see the results of some of the products 356 00:17:42,800 --> 00:17:45,840 Speaker 1: they put out. It can't do general purpose workloads like 357 00:17:45,960 --> 00:17:49,080 Speaker 1: GPUs do. And again it's multi for Google Cloud. That's 358 00:17:49,160 --> 00:17:51,480 Speaker 1: the not right, So it works on Google Internal AI 359 00:17:51,600 --> 00:17:57,040 Speaker 1: and Google Cloud workloads. Great. Obviously GUS for AI training 360 00:17:57,320 --> 00:18:00,560 Speaker 1: does inference. Uh, and it's more excess, right, you can 361 00:18:00,680 --> 00:18:02,879 Speaker 1: use that on different type of workloads. So that's just 362 00:18:02,960 --> 00:18:06,080 Speaker 1: in that market, right, if we're talking about large language models. 363 00:18:07,359 --> 00:18:17,159 Speaker 1: But where is the next trillion dollar industry quantum and robotics? Robotics? 364 00:18:17,960 --> 00:18:21,199 Speaker 1: So then you start putting the pieces together. Who did 365 00:18:21,280 --> 00:18:27,520 Speaker 1: we see Jensen sitting with last week? Yeah, that guy, 366 00:18:29,080 --> 00:18:32,119 Speaker 1: that guy who told us that money will be irrelevant 367 00:18:32,720 --> 00:18:34,560 Speaker 1: when I start. When you start seeing these signs, you 368 00:18:34,640 --> 00:18:37,080 Speaker 1: start to put the pieces together. He's sitting next to 369 00:18:37,160 --> 00:18:40,000 Speaker 1: the guy who's going to be integral in that robotics space. 370 00:18:40,320 --> 00:18:42,440 Speaker 1: He's sitting next to the guy who's already integral in 371 00:18:42,480 --> 00:18:46,360 Speaker 1: the EV space. Those products in those sectors are going 372 00:18:46,480 --> 00:18:49,520 Speaker 1: to need GPUs and so yeah, it might lose some 373 00:18:49,760 --> 00:18:54,080 Speaker 1: from the Googles when they do CPUs TPUs, but you 374 00:18:54,200 --> 00:18:59,800 Speaker 1: got a whole sector of robotics evs that they are 375 00:19:00,119 --> 00:19:02,840 Speaker 1: still going to be the king of. And if when 376 00:19:02,880 --> 00:19:06,240 Speaker 1: we went to GtC, what's the last thing he brought 377 00:19:06,280 --> 00:19:08,800 Speaker 1: on stage? Yeah, a little robot. 378 00:19:09,520 --> 00:19:11,560 Speaker 4: Robot come out on stage, interact with whatever. 379 00:19:12,080 --> 00:19:15,119 Speaker 1: Then we went we went into the assembly hall. It 380 00:19:15,280 --> 00:19:18,320 Speaker 1: was the robot that was cleaning your kitchen and taking 381 00:19:18,359 --> 00:19:19,600 Speaker 1: your food out the oven. 382 00:19:19,800 --> 00:19:20,920 Speaker 4: Putting groceries away. 383 00:19:21,160 --> 00:19:26,480 Speaker 1: But the groceries away right GtC happened in uh DC 384 00:19:26,680 --> 00:19:30,120 Speaker 1: a few weeks ago. Robotics again, why is he talking 385 00:19:30,160 --> 00:19:33,359 Speaker 1: about that? He's talking about it for a reason. He 386 00:19:33,520 --> 00:19:35,640 Speaker 1: knows that's where the pivot is going to be. If 387 00:19:35,680 --> 00:19:38,000 Speaker 1: we lose some of this market share, we're about to 388 00:19:38,040 --> 00:19:43,359 Speaker 1: go dominate that one. So everybody the Nvidia training is old, No, no, 389 00:19:43,840 --> 00:19:44,919 Speaker 1: it's not going anywhere. 390 00:19:45,040 --> 00:19:48,720 Speaker 3: And even their mote, as you've highlighted, the moat in 391 00:19:48,800 --> 00:19:51,040 Speaker 3: Nvidio has because people asking me all this was people 392 00:19:51,040 --> 00:19:54,040 Speaker 3: are encroaching in the territory. How would it defended. They 393 00:19:54,080 --> 00:19:56,560 Speaker 3: were defended by being in partnership with everyone who's encroaching. 394 00:19:57,520 --> 00:20:00,360 Speaker 3: So I'll give you part of this business in lieu 395 00:20:00,440 --> 00:20:04,520 Speaker 3: of national interest. But these are the markets stay away from. 396 00:20:05,320 --> 00:20:06,840 Speaker 3: And it's lining that perfectly that way. 397 00:20:07,000 --> 00:20:09,080 Speaker 1: And it's and so last week we were talking about 398 00:20:09,119 --> 00:20:11,520 Speaker 1: what this run isn't over right, It's not just about 399 00:20:11,560 --> 00:20:13,800 Speaker 1: the product now, it's about the region, right, so they're 400 00:20:13,800 --> 00:20:17,639 Speaker 1: in South Korea. Now they're in the UAE. But lo 401 00:20:17,760 --> 00:20:22,119 Speaker 1: and behold, wait, there's a press conference for an Ai 402 00:20:22,560 --> 00:20:25,760 Speaker 1: holds on this this talk that China might come back 403 00:20:25,760 --> 00:20:29,160 Speaker 1: into the full. China might come back in the fifth 404 00:20:30,200 --> 00:20:34,720 Speaker 1: allegedly a fifty billion dollar opportunity may come back into 405 00:20:34,760 --> 00:20:35,160 Speaker 1: the fold. 406 00:20:35,520 --> 00:20:39,200 Speaker 2: Yeah, yeah, yeah, Well we're gonna talk about the China 407 00:20:39,280 --> 00:20:43,040 Speaker 2: thing and Trump later on. I want to I want 408 00:20:43,080 --> 00:20:45,800 Speaker 2: to do this. We want to have a brief segue 409 00:20:46,000 --> 00:20:49,560 Speaker 2: into something, and we're gonna have another conversation. But I 410 00:20:49,720 --> 00:20:54,120 Speaker 2: put that rent is up over one hundred and fifty 411 00:20:54,280 --> 00:20:57,919 Speaker 2: percent since two thousand. The average car average new car 412 00:20:58,040 --> 00:21:01,320 Speaker 2: jump from sixteen thousand and nineteen ninety to forty eight 413 00:21:01,600 --> 00:21:06,280 Speaker 2: thousand today. That's a three x in one generation. College 414 00:21:06,320 --> 00:21:09,480 Speaker 2: tuition is up more than seven hundred and fifty percent 415 00:21:09,560 --> 00:21:14,040 Speaker 2: since the nineteen eighties. So the thing about it is 416 00:21:14,119 --> 00:21:17,080 Speaker 2: that when I worded it was that it's only getting worse. 417 00:21:17,720 --> 00:21:20,840 Speaker 2: By the time you finally make more money, it's worth 418 00:21:21,000 --> 00:21:24,160 Speaker 2: half of what it used to be. Nothing is more 419 00:21:24,200 --> 00:21:28,800 Speaker 2: expensive than not having enough. You can't save your way 420 00:21:29,040 --> 00:21:31,720 Speaker 2: or work your way out of the rat race. Investing 421 00:21:31,960 --> 00:21:35,119 Speaker 2: in business are the only real exits. The reason why 422 00:21:35,160 --> 00:21:38,680 Speaker 2: I say that is because I'm gonna talk about the 423 00:21:38,760 --> 00:21:40,920 Speaker 2: option class and I'm gonna talk about red PAT. I 424 00:21:40,960 --> 00:21:42,560 Speaker 2: want talk about Redpaan the first because. 425 00:21:43,840 --> 00:21:44,119 Speaker 1: I and. 426 00:21:45,720 --> 00:21:49,080 Speaker 2: When we do, you have the Eli Lilly on market mondays, 427 00:21:49,080 --> 00:21:51,159 Speaker 2: and this is free information. Anybody can take advantage of it, 428 00:21:52,280 --> 00:21:55,200 Speaker 2: me personally. You know, it is one of these things 429 00:21:55,359 --> 00:21:57,960 Speaker 2: like the timing that you put money into things. That's 430 00:21:57,960 --> 00:21:59,480 Speaker 2: the thing with red pain is the time that you 431 00:21:59,560 --> 00:22:03,399 Speaker 2: put money. And he was like, yeah, Eli Lilly, it 432 00:22:03,440 --> 00:22:06,480 Speaker 2: looks like you know, it's around that time. And you 433 00:22:06,560 --> 00:22:08,880 Speaker 2: know I just put money. I didn't buy an option. 434 00:22:08,920 --> 00:22:12,840 Speaker 2: I just put money in the stock, right, And to 435 00:22:12,960 --> 00:22:15,320 Speaker 2: be fully transparent, I put one hundred thousand dollars into 436 00:22:15,359 --> 00:22:19,840 Speaker 2: the stock and I'm up fifty seven percent. Yeah, so 437 00:22:21,320 --> 00:22:24,440 Speaker 2: that's just a quick fifty ball. But the reality of 438 00:22:24,560 --> 00:22:28,840 Speaker 2: it is for the free yeah. And the reality of 439 00:22:28,920 --> 00:22:30,679 Speaker 2: it is that that's why the information can change your 440 00:22:30,720 --> 00:22:34,520 Speaker 2: whole situation because you know, growing up, fifty thousand dollars 441 00:22:34,680 --> 00:22:36,560 Speaker 2: was a good salary. 442 00:22:36,920 --> 00:22:40,440 Speaker 4: Absolutely in nineteen ninety six, ninety eight. 443 00:22:40,960 --> 00:22:43,560 Speaker 1: That what I started teaching in two thousand and eight. 444 00:22:43,640 --> 00:22:44,840 Speaker 1: My salary was fifty three. 445 00:22:44,720 --> 00:22:47,280 Speaker 3: Thousand, fifty grand a year was getting it done? 446 00:22:47,800 --> 00:22:51,520 Speaker 2: Yeah, So that and then with the options, you know, 447 00:22:51,920 --> 00:22:55,480 Speaker 2: I've done multiple different options that Troy has recommended, whether 448 00:22:55,520 --> 00:22:59,920 Speaker 2: this MU, where this TSM and video a few times, 449 00:23:02,320 --> 00:23:05,120 Speaker 2: and multiple options that have gotten over you know, three 450 00:23:05,240 --> 00:23:09,080 Speaker 2: hundred percent. So when you have, like when we're saying 451 00:23:09,520 --> 00:23:12,840 Speaker 2: that the car price is three x, how do you 452 00:23:12,960 --> 00:23:15,440 Speaker 2: fight that by three x in your money? 453 00:23:16,119 --> 00:23:16,239 Speaker 4: Right? 454 00:23:16,400 --> 00:23:20,080 Speaker 2: And that's that's the whole point of why the information 455 00:23:20,240 --> 00:23:26,200 Speaker 2: is so vitally important because it's something that you only 456 00:23:26,280 --> 00:23:29,000 Speaker 2: are going to win this game if you find ways 457 00:23:29,520 --> 00:23:34,960 Speaker 2: to multiply your money. It's not an option, and the 458 00:23:35,080 --> 00:23:40,200 Speaker 2: most optimal, the most optimal way possible. So buying buying 459 00:23:40,320 --> 00:23:44,639 Speaker 2: low is the optimal way of utilizing of multiplying your money, right, 460 00:23:44,720 --> 00:23:49,400 Speaker 2: Panda learning how to trade efficiently h is another way 461 00:23:49,520 --> 00:23:51,920 Speaker 2: that you can, you know, optimize your portfolio. Take a 462 00:23:52,040 --> 00:23:53,639 Speaker 2: portion of it, not the whole thing, will take a 463 00:23:53,680 --> 00:23:56,000 Speaker 2: portion of it. And and you know, have some some 464 00:23:56,200 --> 00:23:58,080 Speaker 2: level of exposure to that, but you got to know 465 00:23:58,160 --> 00:24:02,840 Speaker 2: what you're doing, so you know, that's that's important. So 466 00:24:03,000 --> 00:24:08,199 Speaker 2: kudos to you guys, because love definitely, you know, it's 467 00:24:08,240 --> 00:24:10,960 Speaker 2: one of these things that's that's a game changer, not 468 00:24:11,119 --> 00:24:15,040 Speaker 2: just in our community, but any anybody that's interested in, 469 00:24:16,280 --> 00:24:19,960 Speaker 2: you know, furthering their financial portfolio. 470 00:24:20,080 --> 00:24:21,040 Speaker 4: And here's a great part about that. 471 00:24:21,119 --> 00:24:23,320 Speaker 3: If you went to a fund manager, shot to all 472 00:24:23,359 --> 00:24:25,119 Speaker 3: the great fund managers out there, but you would have 473 00:24:25,200 --> 00:24:27,879 Speaker 3: had to give up minimum twenty percent and then a 474 00:24:28,000 --> 00:24:32,680 Speaker 3: more aggressive established fund thirty of that too. Whoever you 475 00:24:32,800 --> 00:24:38,280 Speaker 3: partner with money, please put us in chat aller the 476 00:24:38,359 --> 00:24:39,720 Speaker 3: guys speak t shirt for Christmas. 477 00:24:39,760 --> 00:24:45,280 Speaker 2: Man Having said that, you know we're going to do 478 00:24:45,400 --> 00:24:50,600 Speaker 2: something once again that we've the Black Friday. Yes, the 479 00:24:50,720 --> 00:24:53,520 Speaker 2: time is called so you know how I like to 480 00:24:53,560 --> 00:24:55,720 Speaker 2: look at it, and market Mondays is free for everybody 481 00:24:55,800 --> 00:24:59,439 Speaker 2: and it's always going to be like that for now 482 00:25:00,000 --> 00:25:03,679 Speaker 2: seeable future. So you can you get now, you can 483 00:25:03,840 --> 00:25:06,840 Speaker 2: just get ship, you can get you can education. But 484 00:25:07,680 --> 00:25:10,880 Speaker 2: we're doing something for a very limited slot. We opened 485 00:25:10,960 --> 00:25:15,040 Speaker 2: up fifty to fifty slots for this, and you'll understand 486 00:25:15,080 --> 00:25:17,280 Speaker 2: why it's fifty by the time I said it. This 487 00:25:17,520 --> 00:25:22,600 Speaker 2: isn't for everybody, but this is for a few, select few. 488 00:25:23,119 --> 00:25:25,840 Speaker 2: So we're going to do lifetime access to Red Panda. 489 00:25:26,240 --> 00:25:35,399 Speaker 2: Are we We spoke about this okay text where you 490 00:25:35,520 --> 00:25:37,600 Speaker 2: get all of that stock information, where you get the 491 00:25:37,680 --> 00:25:40,040 Speaker 2: right prices to buy. We're going to do like access 492 00:25:40,119 --> 00:25:44,840 Speaker 2: to e Yo University Choice Options class, the Communities home 493 00:25:44,880 --> 00:25:49,359 Speaker 2: Buyers blueprint financial planning called the whole Gambit. VIP Tickets 494 00:25:49,400 --> 00:25:51,719 Speaker 2: to invest Best twenty twenty six invest Best legendary. 495 00:25:51,760 --> 00:25:54,760 Speaker 3: This is the sixth year investments. You thought it was over, 496 00:25:55,480 --> 00:25:57,960 Speaker 3: It's reloaded. It's reloaded. 497 00:25:58,040 --> 00:26:02,000 Speaker 2: Actually, we IRP Tickets to Invest Fest twenty twenty six. 498 00:26:02,640 --> 00:26:06,480 Speaker 2: We are doing an in person Mastermind. We are doing 499 00:26:06,520 --> 00:26:09,240 Speaker 2: an in person Mastermind. We don't do market Monday's events anymore, 500 00:26:09,560 --> 00:26:11,159 Speaker 2: so once a yeah, we do this in person mastermin 501 00:26:11,200 --> 00:26:14,240 Speaker 2: We're doing an in person Mastermind. We're gonna bring our friend, 502 00:26:14,280 --> 00:26:17,359 Speaker 2: the Queen of AI. She actually killed the invest fstage, 503 00:26:18,119 --> 00:26:20,280 Speaker 2: and she's gonna talk about AI and then we're gonna 504 00:26:20,280 --> 00:26:22,200 Speaker 2: talk about trading. We're gonna talk about investing. Were gonna 505 00:26:22,200 --> 00:26:29,320 Speaker 2: do in person masterminding. In person Mastermind is in Capitol Hill. Yeah, 506 00:26:29,440 --> 00:26:35,479 Speaker 2: in person Matthew Monus athlete. Then we will take an 507 00:26:35,480 --> 00:26:43,879 Speaker 2: exclusive tour of Capitol Hill, first hand access congressman, senators, 508 00:26:45,640 --> 00:26:49,720 Speaker 2: one of the political friends that we know. We're gonna 509 00:26:49,760 --> 00:26:50,200 Speaker 2: be talking. 510 00:26:50,440 --> 00:26:57,159 Speaker 3: We're gonna, we're gonna be Nancy Pelosi, Marchie, Margie Taylor 511 00:26:57,240 --> 00:27:01,520 Speaker 3: Green came into Congress with seven hundred and fifty four 512 00:27:01,600 --> 00:27:04,399 Speaker 3: years later exited with two twenty five million. 513 00:27:05,119 --> 00:27:07,480 Speaker 1: Fact. That's a that's a fact. 514 00:27:07,960 --> 00:27:11,760 Speaker 2: It's a certain things. But the last thing that we're gonna. 515 00:27:11,520 --> 00:27:16,639 Speaker 3: Do, Oh boy, oh baby, we are we are taking 516 00:27:16,760 --> 00:27:18,359 Speaker 3: we got were taking a TOURV in video. 517 00:27:20,720 --> 00:27:21,840 Speaker 4: My baby, we're back. 518 00:27:24,440 --> 00:27:25,840 Speaker 2: We're taking the TOWELV in video. 519 00:27:26,800 --> 00:27:31,720 Speaker 1: No, let that really sink in Let that. 520 00:27:32,800 --> 00:27:39,560 Speaker 3: We are bringing big gang to headquarters to headquarters. Yes, 521 00:27:39,840 --> 00:27:43,600 Speaker 3: we're gonna be talking to high level executives. We're taking 522 00:27:43,680 --> 00:27:46,400 Speaker 3: the tour. We're looking at the new tech coming down 523 00:27:46,440 --> 00:27:48,439 Speaker 3: the pipeline. We are going to in video. We talk 524 00:27:48,480 --> 00:27:50,560 Speaker 3: about in video all the time. And video is the 525 00:27:50,640 --> 00:27:53,960 Speaker 3: largest company in the history of the world. And video 526 00:27:54,040 --> 00:27:56,920 Speaker 3: is the largest country company in the history of mankind. 527 00:27:58,320 --> 00:27:59,920 Speaker 3: Very rare opportunity. 528 00:28:00,280 --> 00:28:00,600 Speaker 1: Mm hm. 529 00:28:02,680 --> 00:28:04,919 Speaker 2: And we we're gonna we're gonna go to in video. 530 00:28:05,800 --> 00:28:08,560 Speaker 3: Get your asking questions up close and personal. Get to 531 00:28:08,600 --> 00:28:10,359 Speaker 3: see the culture, what they're working on. 532 00:28:10,640 --> 00:28:16,320 Speaker 5: The rags hopefully blackwell open door keys, open doors, and 533 00:28:17,119 --> 00:28:22,320 Speaker 5: you know, information and relationships change my life, Yeah, for sure. 534 00:28:23,400 --> 00:28:25,719 Speaker 2: And you know what else can we do? I mean, 535 00:28:25,720 --> 00:28:27,160 Speaker 2: I don't know what else we can do. We're gonna 536 00:28:27,200 --> 00:28:34,639 Speaker 2: give you invest best legendary Capitol Hill politicians, Crazy Red Pan, 537 00:28:34,760 --> 00:28:38,720 Speaker 2: the lifetime ey University, Lifetime in Person Mastermind, and then 538 00:28:38,800 --> 00:28:40,200 Speaker 2: we're gonna go to in video. Now. 539 00:28:40,240 --> 00:28:42,280 Speaker 3: If you can't make it to the in person Mastermind, 540 00:28:42,360 --> 00:28:44,760 Speaker 3: don't worry, you will get the recording. 541 00:28:45,720 --> 00:28:48,160 Speaker 2: If you can't make it to in video, don't worry, 542 00:28:48,680 --> 00:28:52,280 Speaker 2: you will get the recording. But it's fifty slots only. 543 00:28:52,600 --> 00:28:56,160 Speaker 2: But only the first forty can go to in video 544 00:28:56,320 --> 00:29:01,240 Speaker 2: because that's an extremely limited situation. It's fifty slots for 545 00:29:01,360 --> 00:29:04,920 Speaker 2: the whole entire thing. The first forty people will get 546 00:29:04,960 --> 00:29:06,680 Speaker 2: the in video offer. How do you know if the 547 00:29:06,760 --> 00:29:09,520 Speaker 2: n video offer is still valid? If you still see 548 00:29:09,520 --> 00:29:11,920 Speaker 2: it on the website, it's still valid. If you no 549 00:29:12,120 --> 00:29:14,120 Speaker 2: longer see the in video offer on the website, that 550 00:29:14,200 --> 00:29:16,520 Speaker 2: means that is no fifty people. 551 00:29:16,640 --> 00:29:23,480 Speaker 3: That's what we're doing. Go to Market Monday's Deal dot com. 552 00:29:24,320 --> 00:29:28,120 Speaker 3: Market Mondays would have asked Market Monday's Deal. 553 00:29:29,520 --> 00:29:33,840 Speaker 2: Dot com fifty slots only. 554 00:29:34,280 --> 00:29:36,560 Speaker 3: And one of the best questions you can ask for 555 00:29:36,720 --> 00:29:39,440 Speaker 3: anyone that you meet at in video who works there, 556 00:29:40,280 --> 00:29:43,760 Speaker 3: how long have you been invested in the stop You're 557 00:29:43,800 --> 00:29:46,520 Speaker 3: going to see some correlations that they know in that 558 00:29:46,640 --> 00:29:50,560 Speaker 3: ecosystem about whole times that have made a bunch of 559 00:29:50,640 --> 00:29:53,840 Speaker 3: people millionaires and billionaires. It's one of the most fascinating 560 00:29:54,720 --> 00:29:57,480 Speaker 3: corporate environments I've been in in terms of how they work, 561 00:29:58,240 --> 00:30:03,760 Speaker 3: but how knowledgeable every one is an investment and investing schedule. Yeah, 562 00:30:04,000 --> 00:30:06,600 Speaker 3: if it felt like talking to fund managers, to every 563 00:30:06,640 --> 00:30:07,560 Speaker 3: employee that we talked to. 564 00:30:08,000 --> 00:30:11,280 Speaker 1: It's interesting, Like we talk about our visit in March 565 00:30:11,400 --> 00:30:13,600 Speaker 1: and how much that's meant to us just from an 566 00:30:13,640 --> 00:30:16,360 Speaker 1: internal standpoint, But what that has allowed us to do 567 00:30:16,600 --> 00:30:19,760 Speaker 1: is actually teach and get more in depth research to 568 00:30:19,880 --> 00:30:22,520 Speaker 1: now get back to the community so that now the 569 00:30:22,600 --> 00:30:24,400 Speaker 1: community gets to see And I just want to give 570 00:30:24,400 --> 00:30:26,840 Speaker 1: a huge, huge shout out to our partners over that 571 00:30:26,920 --> 00:30:30,479 Speaker 1: in video. They have been extremely gracious, extremely excited. They 572 00:30:30,560 --> 00:30:32,280 Speaker 1: love the work that we're doing, which is why they 573 00:30:32,320 --> 00:30:35,480 Speaker 1: invited us, and they said, look, what else can we do? 574 00:30:35,600 --> 00:30:38,080 Speaker 1: How can we be even more meaningful to the community. 575 00:30:38,600 --> 00:30:42,400 Speaker 1: And I said, we said, we got some ideas, So 576 00:30:42,520 --> 00:30:44,960 Speaker 1: this is going to be I'm excited for everybody. I'm 577 00:30:45,000 --> 00:30:48,360 Speaker 1: excited myself to be there. You never stop learning. As 578 00:30:48,400 --> 00:30:51,560 Speaker 1: a lifelong learner, you can't pass up with the opportunities 579 00:30:51,600 --> 00:30:53,720 Speaker 1: to learn. And this is definitely going to be one. 580 00:30:53,960 --> 00:30:55,480 Speaker 2: And the thing about it is too is like I 581 00:30:55,640 --> 00:31:00,840 Speaker 2: was telling them, like, you know, I was saying, I 582 00:31:00,960 --> 00:31:03,440 Speaker 2: told you, I'm like, look, this don't really make sense 583 00:31:03,720 --> 00:31:07,080 Speaker 2: because you sometimes in life you do you do too 584 00:31:07,200 --> 00:31:11,040 Speaker 2: much and then you gotta hold things for other Like, 585 00:31:11,280 --> 00:31:12,960 Speaker 2: you know, we utilizing a lot of. 586 00:31:14,480 --> 00:31:15,520 Speaker 4: Relationships capital. 587 00:31:15,680 --> 00:31:19,680 Speaker 2: Yeah, we utilizing a lot of resources in relationship capital here. 588 00:31:20,120 --> 00:31:24,200 Speaker 1: No fact, that's what this is a real conversation. I'm like, 589 00:31:26,000 --> 00:31:29,080 Speaker 1: gotta do it, all right, you gotta do it. 590 00:31:29,080 --> 00:31:30,440 Speaker 2: It is what it is, man. 591 00:31:30,600 --> 00:31:32,640 Speaker 3: See you on the other side. You got to tap shotty, 592 00:31:33,800 --> 00:31:37,920 Speaker 3: yeah for sure. Yeah, all right, okay. And the second 593 00:31:37,960 --> 00:31:42,160 Speaker 3: most important question, which companies in the valley have the 594 00:31:42,240 --> 00:31:44,400 Speaker 3: most promise over the next four or five years. 595 00:31:45,440 --> 00:31:47,320 Speaker 2: Well, that's the next thing I want to go to 596 00:31:47,520 --> 00:31:50,280 Speaker 2: at all right, So that's the deal. First fifty first come, 597 00:31:50,360 --> 00:31:54,360 Speaker 2: first serve, see you guys. Yeah, we'll see there in DC. 598 00:31:56,040 --> 00:31:58,000 Speaker 2: And once again, if you can't make it, don't worry. 599 00:31:58,080 --> 00:31:59,760 Speaker 2: We're gonna give you the We're gonna give you the video. 600 00:32:00,080 --> 00:32:01,960 Speaker 2: I know it's a lot to travel and do that. 601 00:32:02,160 --> 00:32:04,959 Speaker 2: So even if you can't make it, you'll still be there. 602 00:32:05,040 --> 00:32:07,560 Speaker 2: You'll still get the exclusive access conversation and all that, 603 00:32:09,360 --> 00:32:11,160 Speaker 2: which actually might be better as far as you know, 604 00:32:11,240 --> 00:32:13,680 Speaker 2: from a logistics standpoint, because like I said, you know, 605 00:32:13,760 --> 00:32:15,720 Speaker 2: you do have to you know, travel, get hotel and 606 00:32:15,760 --> 00:32:17,880 Speaker 2: all of that. So even if you can't make it, 607 00:32:17,920 --> 00:32:18,800 Speaker 2: you're still going to be there. 608 00:32:19,080 --> 00:32:21,400 Speaker 1: And those conversations are so important because, like I said, 609 00:32:21,400 --> 00:32:23,400 Speaker 1: when you think of the company, you think GPU. But 610 00:32:24,320 --> 00:32:27,240 Speaker 1: he was going to so many different sectors, whether it's education, 611 00:32:27,560 --> 00:32:31,040 Speaker 1: or it's defence tech, or it's finance. There's just so 612 00:32:31,200 --> 00:32:35,040 Speaker 1: many sectors that these GPUs touched and so there's experts 613 00:32:35,120 --> 00:32:38,720 Speaker 1: from all of those sectors over that are willing to say, hey, 614 00:32:39,600 --> 00:32:41,760 Speaker 1: nobody's ever asked me what I do. I would love 615 00:32:41,800 --> 00:32:43,960 Speaker 1: to tell you so yeah, life changing. 616 00:32:44,400 --> 00:32:47,480 Speaker 2: Yeah, it's a great it's actually a great idea and uh. 617 00:32:49,320 --> 00:32:50,000 Speaker 4: Brilliant idea. 618 00:32:50,480 --> 00:32:52,600 Speaker 2: Everybody can't do it. Like that's why it's like when 619 00:32:52,640 --> 00:32:55,080 Speaker 2: the investments, when we're going you know, we brought Magic 620 00:32:55,160 --> 00:32:59,920 Speaker 2: Johnson and you know Tyler Perry is like people can 621 00:33:00,080 --> 00:33:01,600 Speaker 2: and do what we do, man earners. 622 00:33:01,640 --> 00:33:03,720 Speaker 1: What's up? 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One of the things we 632 00:33:33,840 --> 00:33:37,680 Speaker 1: love most is seeing neighborhood businesses level up. Business West 633 00:33:37,760 --> 00:33:40,600 Speaker 1: Indian spired writing our community that started with a small 634 00:33:40,680 --> 00:33:44,120 Speaker 1: takeout counter. Now with Square they've been able to expand 635 00:33:44,200 --> 00:33:47,200 Speaker 1: into a full sit down restaurant and even started catering 636 00:33:47,280 --> 00:33:50,440 Speaker 1: events across the city. That's the kind of growth that 637 00:33:50,560 --> 00:33:54,360 Speaker 1: inspires us, and it's powered by Square. Square is built 638 00:33:54,400 --> 00:33:57,240 Speaker 1: for all types of businesses, from the corner bagel shop 639 00:33:57,360 --> 00:34:00,480 Speaker 1: that turned into a local chain, to the special market 640 00:34:00,560 --> 00:34:03,479 Speaker 1: with thousands of unique items, to the stylist who's been 641 00:34:03,560 --> 00:34:06,480 Speaker 1: holding you down for years. If you're a business owner 642 00:34:06,720 --> 00:34:10,080 Speaker 1: or even just thinking about launching something soon, Square is 643 00:34:10,239 --> 00:34:12,239 Speaker 1: hands down one of the best tools out there to 644 00:34:12,320 --> 00:34:16,240 Speaker 1: help you start, run, and grow. It's not just about payments, 645 00:34:16,680 --> 00:34:19,280 Speaker 1: it's about giving you time back so you can focus 646 00:34:19,360 --> 00:34:22,040 Speaker 1: on what matters most ready. To see how Square can 647 00:34:22,080 --> 00:34:26,840 Speaker 1: transform your business, visit Square dot com backslash, go backslash 648 00:34:27,000 --> 00:34:31,080 Speaker 1: eyl to learn more that Square dot com backslash, go 649 00:34:31,600 --> 00:34:35,759 Speaker 1: backslash eyl. Don't wait, don't hesitate. Let's Square handle the 650 00:34:35,800 --> 00:34:38,320 Speaker 1: back end so you can keep pushing your vision forward.