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Speaker 1: This episode is brought to you by P and C Bank.

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Speaker 1: A lot of people think podcasts about work are boring,

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Speaker 1: and sure they definitely can be, but understanding a professionals

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Speaker 1: It might seem boring to safe plan and make calculated

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Speaker 1: decisions with your bank, but keeping your money boring is

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Speaker 1: what helps you live or more happily fulfilled life. P

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Speaker 1: and C Bank Brilliantly Boring since eighteen sixty five. Brilliantly

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Speaker 1: the PNC Financial Service Group, Inc. P and C Bank

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Speaker 1: National Association Member FDIC.

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Speaker 2: Erness What's Up?

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Speaker 1: You ever walk into a small business and everything just

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Speaker 1: Let's Square handle the back end so you can keep

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Speaker 1: pushing your vision forward.

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Speaker 2: Well.

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Speaker 3: Top stocks of twenty twenty four like Pound ten, Pista,

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Speaker 3: and Video That Airlines will they have similar success this year.

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Speaker 4: I think Parlaentteer will do great, even though I'm not

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Speaker 4: theoretically shot that Alex Love Alex a big fan of

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Speaker 4: Peter intellectually, Polunteer will do great, and Video would do great.

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Speaker 4: Of course, Vistra, I don't think they have the same

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Speaker 4: year that they did in twenty twenty four. I don't

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Speaker 4: care if you United Airlines goes up seven thousand percent.

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Speaker 2: With you, I'm with you.

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Speaker 4: I don't give you could put on every flight with

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Speaker 4: me and I fly UL all the time. To me,

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Speaker 4: airlines is uninvestable, So that's a hard that's if we

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Speaker 4: bring back there or alive, they'll always be dead to me.

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Speaker 2: GV will be okay.

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Speaker 4: But I think out of this category, the only two

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Speaker 4: that have the same year or better will be Pallenteer

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Speaker 4: and in video, and I think Pallentteer in video and

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Speaker 4: the real starlink Dad is going to end up being

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Speaker 4: like a the New War Index when all of those

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Speaker 4: are publicly traded.

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Speaker 2: For sure.

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Speaker 1: Yeah, I agree with you on United Airlines Palenteer, I'm

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Speaker 1: questioning why, and I think it's relative. Right, If we're

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Speaker 1: talking about having the same year or something similar, you're

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Speaker 1: talking about two hundred and seventy eight percent increase.

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Speaker 4: Well, yeah, that's gonna be tough to cull off, right,

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Speaker 4: So I can see a world where they do one

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Speaker 4: hundred percent.

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Speaker 1: That's but we just got to keep things in perspective,

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Speaker 1: right because well it didn't get to two hundred and

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Speaker 1: fifty percent. Yeah, well that doesn't usually happen, right, So

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Speaker 1: like if it does seventy percent next year, that's an

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Speaker 1: amazing year. If it does forty percent, that's still a

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Speaker 1: really good year. I've been noticing a lot of selling

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Speaker 1: off don't happening in Palenter from execs, from CEO, and

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Speaker 1: I know obviously what Palenter does, and we spoke about

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Speaker 1: this for the past two years, especially when we were

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Speaker 1: out in doubles and we went to Palenteer and I'm like, wait,

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Speaker 1: what they're doing collect information? Yeah, I don't think people

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Speaker 1: really have a clear understanding of what this means, especially

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Speaker 1: when an agency like that, it's artificial intelligence working with

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Speaker 1: the government, surveillance, all that tied into one. I don't

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Speaker 1: think people really have an understanding of it. But I'm

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Speaker 1: I put a question mark just because of the selling

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Speaker 1: off from a lot of the execs. Obviously, you've got

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Speaker 1: to take profits when the company runs up, so question

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Speaker 1: mark on that. Be sure, I think it's going to

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Speaker 1: have another strong year. And again relative right, this is

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Speaker 1: the largest return on the S and P five hundred

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Speaker 1: last year. But I think it has another strong year

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Speaker 1: because the aid demand is not going anywhere.

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Speaker 4: No, it's only going to increase.

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Speaker 1: It's only to increase, and there they were in prime

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Speaker 1: position to benefit from that increase.

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Speaker 2: When you're talking about energy for data centers.

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Speaker 1: I think they stay for the same reason that g

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Speaker 1: GV stays, right, that energy consumption and efficiency to power

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Speaker 1: data centers, which will in turn.

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Speaker 2: Empower the AI revolution.

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Speaker 1: So I like both Feature and GV and Nvidia of course,

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Speaker 1: right if it has so if VideA, I mean, if

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Speaker 1: it does sixty percent, I still think it's a great year.

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Speaker 1: It's that a three trillion dollar company. If it grows

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Speaker 1: by fifteen percent, that's a really solid number. So question mark, Pounteer, Vishra,

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Speaker 1: GV and video for sure, United Airlines.

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Speaker 2: You can have them. I know were touched on it quickly.

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Speaker 4: But what did you think about what Jensen said at CS.

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Speaker 2: In terms of quantum computing, Well, we final computed. That

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Speaker 2: was a hot take, but I agree.

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Speaker 4: And the overall presentation on in video making, PCs and blackwell.

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Speaker 1: Yeah, when I was watching it, a couple things were interesting.

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Speaker 1: Number one, I heard what I thought would happen to

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Speaker 1: presentation when he's talking about memory and Mike Cron being

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Speaker 1: a partner there.

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Speaker 2: That was exciting news.

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Speaker 1: When I heard him coming into the CPU space, I

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Speaker 1: was like, okay, well that's AMD space now. So again

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Speaker 1: I know that there's there's some family type did but

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Speaker 1: this is like, now we've come to take it all.

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Speaker 2: There's no la.

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Speaker 1: This is not a laughing matter, like we're coming to

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Speaker 1: conquer everything. So we're already dominating GPUs and now we're

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Speaker 1: coming I know you thought we forgot about gaming, but no,

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Speaker 1: here's what we're doing for gaming, and we're coming back

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Speaker 1: for your CPU market as well. So that was interesting

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Speaker 1: to watching a MD. I was like, oh man, this

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Speaker 1: is this is.

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Speaker 2: Not something, but can you have it all?

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Speaker 4: I mean, actually, Detroy Arashot can a company dominate both

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Speaker 4: sectors because at some point your attention has to go somewhere.

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Speaker 1: And I think that's the interesting part, right, because yes,

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Speaker 1: you can be great at some things.

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Speaker 2: You just can't be great at everything. Yep.

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Speaker 1: And they're great at the GPUs, it's been well documented.

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Speaker 1: In fact, their market ship will dictate that if they

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Speaker 1: start focusing on lesser tier things CPUs and mistake because

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Speaker 1: the price points aren't going to be the same. But

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Speaker 1: what you really want to do is about the competition.

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Speaker 1: Who was now taking the lead right until falls am

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Speaker 1: D takes over. They announced their product.

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Speaker 2: Just the.

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Speaker 1: Family ties, right, they announced that m I think it's

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Speaker 1: the M three hundred and then the video has this

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Speaker 1: whole the first three minutes is not even talking about

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Speaker 1: what they're doing AI. It's about, you know, this is

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Speaker 1: what we're coming to put inside of the computers and

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Speaker 1: for gaming, And I was like, damn. Then I'm watching

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Speaker 1: him present it. I'm like, did he rehearse this? Did

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Speaker 1: he like look at the slides? So the presentation part

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Speaker 1: was a little tricky for me. And then obviously the

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Speaker 1: quantum computing part was like, okay, okay, what what what

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Speaker 1: are we watching here? Is he setting this up for

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Speaker 1: a pullback in this space because they're innovating, and then

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Speaker 1: not really to release that. And then obviously you saw

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Speaker 1: what happened with the quantum computing socks the next day.

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Speaker 2: They all dropped. Some of them are recovered a little bit,

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Speaker 2: but that was a have to pull back in that space.

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Speaker 1: And he said twenty to thirty years right, And then

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Speaker 1: you had a couple of CEOs from the quantum space

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Speaker 1: say no, he's off.

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Speaker 2: He's throwing you off.

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Speaker 1: In fact, if he's talking about it, that means that

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Speaker 1: they're working on it and they're not far from revealing

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Speaker 1: what they've done, which sounds more like tech CEOs.

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Speaker 2: They're not.

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Speaker 1: They're not working on it and saying it We're thirty

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Speaker 1: years away now. They're trying to figure out how to

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Speaker 1: innovate faster than the competition.

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Speaker 4: I mean, and I'll say this again, I like that

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Speaker 4: the quantum stocks rose, but when Google hasn't put out

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Speaker 4: a demo of Willow yet, I don't think qubts whoever

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Speaker 4: has the solution and Google has not figured it out.

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Speaker 4: But Rishard, if I'm your distant cousin, you're gonna stop

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Speaker 4: me out if I'm a stump you out.

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Speaker 3: No, they don't, you know, it's one of these things.

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Speaker 2: They't.

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Speaker 3: They didn't even know each other until they was like

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Speaker 3: forty years old.

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Speaker 2: But they know each other now.

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Speaker 4: Forty years they were like, we ain't grow up anyway.

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Speaker 2: I know you now is different. Golf.

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Speaker 5: That's a fat an illegal alien from Guatemala charged with

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Speaker 5: raping a child in Massachusetts. An MS thirteen gang member

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Speaker 5: from Al Salvador accused of murdering a Texas man of

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Speaker 5: Venezuelan charged with filming and selling child pornography in Michigan.

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Speaker 5: These are just some of the heinous migrant criminals caught

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Speaker 5: because of President Donald J. Trump's leadership. I'm Christy Noman,

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Speaker 5: the United States Secretary of Homeland Security. Under President Trump,

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Speaker 5: attempted illegal border crossings are at the lowest levels ever recorded,

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Speaker 5: and over one hundred thousand illegal aliens have been arrested.

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Speaker 5: If you are here illegally, your next you will be

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Speaker 5: fine nearly one thousand dollars a day, imprisoned and deported,

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Speaker 5: you will never return. But if you register using our

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Speaker 5: CBP home app and leave now, you could be allowed

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Speaker 5: to return legally. Do what's right, leave now. Under President Trump,

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Speaker 5: America's laws, border and families will be protected.

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Speaker 2: Sponsored by the United States Department of Homeland Security,