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.
Speaker 2: Trump's leadership.
Speaker 1: I'm Christy nom the United States Secretary of Homeland Security.
Speaker 1: Under President Trump, attempted illegal border crossings are at the
Speaker 1: lowest levels ever recorded, and over one hundred thousand illegal
Speaker 1: aliens have been arrested. If you are here illegally, your
Speaker 1: next you will be fined nearly one thousand dollars a day, imprisoned,
Speaker 1: and deported.
Speaker 2: You will never return.
Speaker 1: But if you register using our CBP home app and
Speaker 1: leave now, you could be allowed to return legally.
Speaker 2: Do what's right. Leave now.
Speaker 1: Under President Trump, America's laws, border and families will be protected.
Speaker 3: Sponsored by the United States Department of Homeland Security.
Speaker 4: You have one stock to invest in, given all factors included,
Speaker 4: and you can only invest in one stock over the
Speaker 4: next ten years.
Speaker 5: I like, I'm gonna have to listen.
Speaker 3: Did it this week too?
Speaker 4: Go ahead, what stock would you invest in? And it
Speaker 4: could be that stock could be an index, it could
Speaker 4: be an ETF, it could be an individual stock just.
Speaker 5: Starting from today going forward, or earlier this year, today
Speaker 5: going forward.
Speaker 3: Eli Lily, Eli Lilly.
Speaker 5: Why hands down I actually want to put this as
Speaker 5: a topic is I think Eli Lily has been slept
Speaker 5: on for the longest period of time. Just think if
Speaker 5: like Tesla actually owned Eli Lilly, what the multiple of
Speaker 5: that would be. I think Eli Lily's trading excuse me,
Speaker 5: Telsa trading in like twenty seven or fifty times sales
Speaker 5: something ridiculous, Right, You have to factor in a They
Speaker 5: have an amazing management team. The drugs are flying off
Speaker 5: the shelf, the profit margins are incredibly strong, and they've
Speaker 5: been on a consistent run for like ten or fifteen years,
Speaker 5: like the Drake of the pharmaceutical industry. Like, regardless of
Speaker 5: what you feel about it, you may not have liked
Speaker 5: his little you know, playa album with the vibes in Santorini,
Speaker 5: but he, but like Eli Lilly, consistently outperforms and I
Speaker 5: think now they may be like in tenth place. So
Speaker 5: if I had to bet, if we're going into a
Speaker 5: recession and they actually announced it, which they won't. But
Speaker 5: I am also concerned going into this political environment what
Speaker 5: health risk or health scare will come up to suppress
Speaker 5: votes later next year. Farmer companies and oil and gas
Speaker 5: companies in a recession normally do incredibly well because the
Speaker 5: margins are so wide. Because if you own a drug,
Speaker 5: you normally have a twenty year window where you can
Speaker 5: mark the product up as much as you want, and
Speaker 5: tech you may have three x five X maximum ten X.
Speaker 5: Some prescriptions have a twenty seven x forty seven X
Speaker 5: markup on them. It's kind of hard to lose money.
Speaker 5: So if we're going into a recession or even like
Speaker 5: the economic pullback, I'm definitely gonna lean on pharma.
Speaker 3: What would you invest now?
Speaker 6: I'm gonna go Amazon. Still, I'm still gonna go Amazon
Speaker 6: just because the amount of verticals. It's crazy, because I'm
Speaker 6: looking at it right now. When you talk about the
Speaker 6: ecosystem that is Amazon, you're touching all cells. There's healthcare
Speaker 6: they have they have, and they're building on media they have,
Speaker 6: and they're building on retail they have, and they're building
Speaker 6: on but most importantly cloud they have, and they're building
Speaker 6: on So when you take out all these verticals, if
Speaker 6: you had to make a super company, this would be
Speaker 6: it Apple.
Speaker 3: That would probably be the obvious choice.
Speaker 6: I think people would think that, But some of those concerns, right,
Speaker 6: if there isn't any innovation, if that is continuous cycle
Speaker 6: and phones look different and they're so far had now,
Speaker 6: but what does that look like in ten fifteen years.
Speaker 6: I just think that Amazon's ecosystem is built for I mean,
Speaker 6: Apple is too, but I just think the ecosystem that
Speaker 6: is Amazon and all the verticals that they have, it's
Speaker 6: tough to me not to go with them.
Speaker 4: Shut about you, well, I think that defense is always
Speaker 4: the best offense yep. And you have considering all factors, right,
Speaker 4: So it's like the safest thing to say would be
Speaker 4: to invest in the S and P five hundred for
Speaker 4: ten years, right, But that's probably not going to outperform market.
Speaker 4: Then you can say, okay, do an individual stock Apple, Microsoft, Eli, Lilly, Google, Amazon.
Speaker 4: There's risk, there's always risk anythinking happen. So I think
Speaker 4: the best of both worlds is QQQ. I just you know,
Speaker 4: when you look at the risk reward ratio you have
Speaker 4: if you have the holdings of Apple, Microsoft, Amazon, Navidio, Meta, Apple,
Speaker 4: Apple Out, Google, Google and Tesla, Broadcom and Adobe. I
Speaker 4: just feel like, you know, it's the safest bet with
Speaker 4: the high probability of outperforming the s and P five
Speaker 4: hundred in the general stock market was still downside protection
Speaker 4: because you're not putting all your eggs in one basket,
Speaker 4: and it can be you know, adjusted over the cost
Speaker 4: of time ass stocks. But I just feel like tech
Speaker 4: is has led obviously but will continue to lead, especially
Speaker 4: artificial intelligence, different things in that nature. So the technology
Speaker 4: sector which is kind of broad range because technology is
Speaker 4: a very broad range sector.
Speaker 3: But I just feel like.
Speaker 4: That's the safest way to go while still getting real returns,
Speaker 4: like you can ten years, you might be up one
Speaker 4: hundred and fifty percent two d percent, that's realistic, right
Speaker 4: with SMP might be up thirty percent, forty percent, Like
Speaker 4: you're still not bad, but you probably would have now
Speaker 4: you probably could be up a thousand percent if the
Speaker 4: video goes crazy. But it's a risk the risk, so
Speaker 4: for the risk reward ratio to me, I think that
Speaker 4: that's the safest play to get the best of both worlds.
Speaker 6: We all got tech companies. How long is the time
Speaker 6: is it for the rest of our life or is
Speaker 6: it for a time period ten years, ten years? Because
Speaker 6: I mean, I just feel like you brought up in
Speaker 6: video and that was the first thing I was taking,
Speaker 6: because I know the next three to five years are
Speaker 6: going to be incredible, just because it's so far ahead
Speaker 6: when we're talking about semiconductors and the growth potential and
Speaker 6: the reliance that people are going to have on them
Speaker 6: when we talk about anything.
Speaker 3: When we were talking.
Speaker 6: About the EV market in Tesla and how they're going
Speaker 6: to be needing the semis that in video are producing.
Speaker 6: I think the next three to five if I had
Speaker 6: to take a short term, it's in video. If I
Speaker 6: go ten to fifteen, twenty, I might still take them.
Speaker 5: But they're close enough they're gonna have a lot a
Speaker 5: lot more competition.
Speaker 3: Yeah, the competition is building now.
Speaker 5: We just don't know who it is yet, who will
Speaker 5: be the front runner.
Speaker 3: They're just so far ahead three to five years.
Speaker 5: And it's gonna be the same Tesla, Microsoft Meta, even
Speaker 5: Meta is starting to make a push. He attack opening
Speaker 5: out like one. Zuckerberg's shutting that dose.
Speaker 3: Yeah, what is he?
Speaker 5: I'm sorry about your loss, but they've been incredibly focused Google,
Speaker 5: It's gonna be the because the biggest com.
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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 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.
Speaker 2: Trump's leadership. I'm Christy Noman, the.
Speaker 1: United States Secretary of Homeland Security under President Trump, attempted
Speaker 1: illegal border crossings are at the lowest levels ever recorded,
Speaker 1: and over one hundred thousand illegal aliens have been arrested.
Speaker 2: If you are here.
Speaker 1: Illegally, your next you will be fine nearly one thousand
Speaker 1: dollars a day.
Speaker 2: Imprisoned and deported, you will never return.
Speaker 1: But if you register using our DBP home app and
Speaker 1: leave now, you could be allowed to return legally.
Speaker 2: Do what's right, leave now.
Speaker 1: Under President Trump America's laws, border and families will be protected.
Speaker 3: Sponsored by the United States Department of Homeland Security.
Speaker 5: Companies like think of all of these companies as kingdoms.
Speaker 5: The kingdoms with the most amount of capital are capital
Speaker 5: are going to acquire all the small players, especially as
Speaker 5: the startup environment is getting a lot tighter. So like
Speaker 5: talk about Instacart later. But like valuations are being cut
Speaker 5: like crazy startups are not having the same amount of capital.
Speaker 5: Even private equity is starting to stumble a little bit.
Speaker 5: Like the ones that have had cash on hand are
Speaker 5: the ones that are going to buy up all the
Speaker 5: small companies that have all the innovation and put them
Speaker 5: underneath their wing so that they can continue to produce
Speaker 5: higher gains in the market. Like UH investment is really
Speaker 5: a simple concept, Like investing in best companies. Yes, you
Speaker 5: may find an outlier that can dominate, even when I
Speaker 5: called them. Video last year is one of my socks
Speaker 5: of the year. Like I've been in the video four
Speaker 5: years already, already have been to AMD. There aren't many
Speaker 5: new players in an environment where the interest rates are
Speaker 5: high and there's not a lot of money flowing around
Speaker 5: that you're going to be able to, like just grow
Speaker 5: your way to innovation and pass up Google or Microsoft
Speaker 5: or Adobe or Cisco or cost Co. Stand there impossible.
Speaker 5: The game is designed to do that, and a lot
Speaker 5: of times it's investors we straight from what works because
Speaker 5: we're chasing excitement, put in chat. We're here to get
Speaker 5: rich all that talking. That's why I love to see
Speaker 5: the people like who come to invest us in market
Speaker 5: mondays who have executed them, like bro I started with
Speaker 5: ten grand and now I'm up one hundred and fifteen thousand,
Speaker 5: I'm up two hundred thousand. The ones who didn't listen, sorry,
Speaker 5: I'm sorry, should have listened Microsoft, AMD and Video. But
Speaker 5: if we go to Eli Lilly Return invested on capitol
Speaker 5: twenty nine point nine percent, debate of the stock zero
Speaker 5: point five percent, So there's lower risk and it most
Speaker 5: analysts have it as a buy, which is absolutely amazing.
Speaker 5: Enterprise of sales value is fifteen x and the market
Speaker 5: is normally three point six in comparison. And if we
Speaker 5: go back over the last five years, the stock going
Speaker 5: from one hundred and twenty three dollars currently surgeon at
Speaker 5: five eighty six.
Speaker 3: Yes, it'll pull back.
Speaker 5: On some point, but if you hold for the next
Speaker 5: ten years, if you think America's Americans consumers are going
Speaker 5: to get healthier, got another thing coming for you or not?
Speaker 5: And if they split, oh god, to do a five
Speaker 5: to one split, then what ninety six five ninety six
Speaker 5: game set match?
Speaker 4: Another thing, another one along the lines of QQQ, which
Speaker 4: is a little bit more probably a little bit more
Speaker 4: risk involved, but the same concept as SMH. Once again,
Speaker 4: anything can happen. One thing I learned early on is
Speaker 4: that you never put all your chips in one basket.
Speaker 4: Sure sure, a sure win is a sure win.
Speaker 3: Until you lose.
Speaker 4: So it's just you.
Speaker 5: You.
Speaker 4: You always just have to be apprehensive about investing just
Speaker 4: in one company. But like I said, this AI thing
Speaker 4: is is going to be big. Like I said, Deionna
Speaker 4: saying this thing, that thing was going to be big,
Speaker 4: A new Colorado was gonna gonna win, and they're winning
Speaker 4: from every single person that we've spoken to and just
Speaker 4: real life application. Artificial intelligence is at the beginning stages
Speaker 4: stages of this. This thing is going to It's like
Speaker 4: pre O l AOL Internet. Right, we haven't even bubbled yet. No,
Speaker 4: for sure AI is going to go crazy and anybody
Speaker 4: that is involved in AI is going to benefit from it.
Speaker 4: So the chip companies, all of the chip trunk and
Speaker 4: video and video is the lead, and they look like
Speaker 4: they will continue to be in the lead, but anything
Speaker 4: can happen. They might not always be in the lead.
Speaker 4: But regardless, if they go crazy, all other companies are
Speaker 4: going to do well as well. So I just feel
Speaker 4: like SMMH is another one of those what all do
Speaker 4: I'm saying all of them that let's get to it,
Speaker 4: all of them that's in so essimates you have in
Speaker 4: video you have I want.
Speaker 6: What I'm saying is like every single correct right, So
Speaker 6: like in video, success is not gonna help Intel to
Speaker 6: the certain extent.
Speaker 5: Intel's dead, IBM's dead. Shout out to old boy who
Speaker 5: kept calming by IBM. Listen, this is what I Wanted
Speaker 5: twenty twenty three. Every investments decision that you make has
Speaker 5: to be backed up with some dollars.
Speaker 6: Yo, Intel is such a trigger for you, Like every
Speaker 6: time I like to say it, that's respond.
Speaker 5: So I guess. So that's like me saying Yahoo's gonna
Speaker 5: make a comeback. Shout out to Marissa, Shout out to IBM, Intel,
Speaker 5: this ship's fornito. You know what I'm saying. I'm telling
Speaker 5: you Morta, it's over with. These are jokes written by
Speaker 5: eighty five South DC. We're ahead, go ahead and shout him.
Speaker 4: Sorry, I mean yeah, I mean, but it's the it's
Speaker 4: the ETF manager's job to make sure that the allocation
Speaker 4: is done responsibly so that you know they can so
Speaker 4: like right now in videos twenty of the fun, Taiwan
Speaker 4: Semiconductor is ten percent, broad Comm is five percent, ASML
Speaker 4: is four point eight percent.
Speaker 3: Love them, lamb.
Speaker 4: You have Texas Texas Instruments, you have Qualcom, you have.
Speaker 3: Intel, Qualcom, Big News, you have.
Speaker 4: Applied Materials, and you have analog device. You don't have
Speaker 4: a m D not showing, not showing for me.
Speaker 3: I mean, that's interesting. I remember the days when the
Speaker 3: video was six percent.
Speaker 4: Well that's the good thing with et so they're flexible
Speaker 4: to change. So there's also your game put in the
Speaker 4: right player exactly. It's like a game you're scoring. You're
Speaker 4: scoring thirty points a game you're gonna play more. Say,
Speaker 4: if you start, if you start to dwindle your production down,
Speaker 4: you're gonna become a six man coming off the bench. Yeah,
Speaker 4: all right, Well there's some insight for you.
Speaker 5: For you stars, the term investment is so easy if
Speaker 5: you continue to invest in the right companies and be consistent.
Speaker 3: Four percent.
Speaker 5: Yeah, wow, I think I think that should be a
Speaker 5: higher percentage. But yeah, I mean they don't have to
Speaker 5: readjust next year twenty one percent nearly fan video. That's interesting,
Speaker 5: I mean makes sense. No, it makes sense. Can you.
Speaker 4: It's like XLSA. I think Apple and Microsoft make up
Speaker 4: forty percent of it.
Speaker 5: Okay, that's great. I've seen a lot of all the
Speaker 5: managers to y'all copied at the wrong time. Sorry.
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.
Speaker 2: Trump's leadership.
Speaker 1: I'm Christinoman, the United States Secretary of Homeland Security. Under
Speaker 1: President Trump, attempted illegal border crossings are at the lowest
Speaker 1: levels ever recorded, and over one hundred thousand illegal aliens
Speaker 1: have been arrested. If you are here illegally, your next
Speaker 1: you will be fined nearly one thousand dollars a day, imprisoned,
Speaker 1: and deported.
Speaker 2: You will never return.
Speaker 1: But if you register using our CBP home app and
Speaker 1: leave now, you could be allowed to return legally.
Speaker 2: Do what's right. Leave now.
Speaker 1: Under President Trump, America's laws, border and families.
Speaker 2: Will be protected.
Speaker 3: Sponsored by the United States Department of Homeland Security.