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Speaker 1: Biotech, biotech checking. We haven't talked about biotech in a while,

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Speaker 1: but you know in in in the Age of ai

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Speaker 1: H and I thought it was interesting that in video

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Speaker 1: when we spoke, when we spoke with some of the

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Speaker 1: people in the video, that we had a couple of

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Speaker 1: panels that some of the employees spoke on and probably

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Speaker 1: the number one thing that was talked about was medical Okay, yep,

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Speaker 1: probably for like over twenty minutes, they had a detailed

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Speaker 1: conversation about medical advancements and how their technology is going

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Speaker 1: to change medicine as far as you know, hospital experiences

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Speaker 1: and inpatient visits, doctors, different things that nature. That gave

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Speaker 1: us a whole a whole blueprint of how you know,

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Speaker 1: the medical industry will change because of artificial intelligence and

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Speaker 1: their technology specifically and the things that they were working

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Speaker 1: on when it comes to the medical field. So that's

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Speaker 1: one aspect of it. But you know, the biotech is

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Speaker 1: a big industry, So what's the biotech check in?

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Speaker 2: And I want to say, off of that point, for

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Speaker 2: those who think that in video trade is done, I

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Speaker 2: just want to be very clear, not just because I

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Speaker 2: picked it and YadA YadA. In video is like the

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Speaker 2: Blackrock of AI. I will say that we can talk

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Speaker 2: about it more in detail, but given how much they're

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Speaker 2: investing into the space and how they have their partnership structure,

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Speaker 2: I think it's fascinating. But on the biotech side, these

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Speaker 2: are three that you can write down, so you have

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Speaker 2: the ETF side. IBB great return, so if you don't

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Speaker 2: want to have to guess which ones to invest in,

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Speaker 2: you can just invest in the basket of them. Number

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Speaker 2: two Gilead, Gilead Scientists is an incredible company, has been

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Speaker 2: through and through. And number three is one that's been

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Speaker 2: in stock club forever and one that I don't talk

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Speaker 2: about publicly, and it's outpacing a lot of companies year

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Speaker 2: over year, and that's Amgen. I think Amgen's probably one

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Speaker 2: one of the greatest companies on the planet and one

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Speaker 2: of the best run ones in the biotech space. And

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Speaker 2: also Nvidia and Lily has the partnership. So it's a

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Speaker 2: lot of exciting things with AI. This happened as a result.

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Speaker 2: But if I had to put my money all on three,

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Speaker 2: it would be IBB, Amgen, which has been a top

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Speaker 2: picking stock stock club forever, and Gilead Sciences. That will

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Speaker 2: round up my top three.

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Speaker 3: There's a solid three. That's a solid three. Obviously we'll go,

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Speaker 3: We'll go, Lily, And I think, like you said, just

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Speaker 3: sometimes things don't need to be explicitly explained to you.

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Speaker 3: It's like the implicit intrinsic value of what's being said.

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Speaker 3: And like you said, when you sit there and you

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Speaker 3: listen to engineers in the field of healthcare when it

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Speaker 3: relates to AI and how the timeframes that it takes

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Speaker 3: to do things has just been shortened by technology.

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Speaker 2: Right.

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Speaker 3: They talked about doing genail and how it used to

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Speaker 3: take eight years and now they've got it down to

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Speaker 3: four hours, and like, what's that going to be in

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Speaker 3: the next three years? Is it take two? I mean,

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Speaker 3: just insanity, So I would take a different three. I

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Speaker 3: love your three. I just want to add and give

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Speaker 3: people as much value as possible. So I have literally

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Speaker 3: obviously as one, I have biogen. And this is interesting

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Speaker 3: because when when you hear biogen, the ticker is b

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Speaker 3: I I B. This is one that focuses on specific things, right,

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Speaker 3: So when I'm talking about in the world of biotech,

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Speaker 3: do they dominate in a specific area, right, Like when

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Speaker 3: we talk about GLPS, who's the dominant player in that,

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Speaker 3: like Biogen is a dominant in the neuro degenerative drugs. Right,

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Speaker 3: So we're talking about things that help treat Alzheimer's, things

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Speaker 3: that help to treat Parkinson's disease. They are leaders in that,

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Speaker 3: So Biogen would be one because I think the science

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Speaker 3: that is going to prevail in the future will go

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Speaker 3: into that space. How do we make things that were

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Speaker 3: once not curable now curable?

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Speaker 1: Right?

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Speaker 3: How do we shorten the time for that? And then

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Speaker 3: I got a sleeper here, man, I watched the chart

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Speaker 3: and obviously you know the topic list here, but Vertex's

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Speaker 3: pharmaceuticals ticker vr X another one that if you look

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Speaker 3: specifically at what they do and what they dominate at, Yeah,

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Speaker 3: is it an over leveraging the sense because they're dominant

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Speaker 3: at one thing? Well, we just talked about the riches

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Speaker 3: in those niches, right, and so they specifically focus on

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Speaker 3: being dominant in the treatment and care of CISTE fibrosis.

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Speaker 3: That is their thing, right, They're not doing glps. That

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Speaker 3: is their thing. That's been their thing, and they've dominated

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Speaker 3: at that. And so when you and this is a tricky,

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Speaker 3: tricky sector when we're talking about biotech, we talked about

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Speaker 3: this years ago. Yeah, it can come and it can go,

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Speaker 3: and it's tough to predict because science takes time. Cures

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Speaker 3: take time, treatments take time, testing, trials, all those things

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Speaker 3: factor in, pricing, factors in, and so it's a tough

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Speaker 3: sector to deal with. But I like the ones that

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Speaker 3: dominate in specific things, and so Lily, obviously, Biogen and

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Speaker 3: Vertex all have different dominant features, different things that they do,

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Speaker 3: but they're leading in those spaces.

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Speaker 2: Yeah, they remind me a little bit of Nvidio when

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Speaker 2: a m D was in the leite. They were so

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Speaker 2: good at one thing, eventually you would see them branch

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Speaker 2: out to others. Definitely a sleeper, and in this case,

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Speaker 2: the cream rises to the top. Like they've had some

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Speaker 2: tumultuous years. Twenty two is kind of tough. But with

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Speaker 2: this list Vertex, Amgen, Biogen, gilly ad like the cream

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Speaker 2: rose to the top. The players that were kind of

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Speaker 2: on the fringes have died out, So I don't think

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Speaker 2: you can go wrong with this list.

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Speaker 3: Yes, shout outs to the chat they got some of

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Speaker 3: these in their portfolios already already, Yep, after them.

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Speaker 1: Okay, but what do these be? What these be advisable investments.

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Speaker 2: No, absolutely, Amgen is one of the top performers in

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Speaker 2: stock Club. Stock Club. If you're in the chat for

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Speaker 2: fire and chat, if am Gen has been performing well,

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Speaker 2: for sure, Amgen, for sure, IBB great exposure, Gilliat would

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Speaker 2: be third. But if you just do ib am Gin

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Speaker 2: and Lily, Holy Trinity, Holy Trinity, you think speed felt good?

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Speaker 2: What I show speed portfolio for sure, IBB, am Gen

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Speaker 2: and Lily together, great combination, great combination.

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Speaker 1: Shout out to in Video once again. Yeah, they definitely

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Speaker 1: talked a lot about healthcare, and I think that was

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Speaker 1: the key takeaway at least for me, was you know,

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Speaker 1: they really hammered it that they're not they don't make anything.

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Speaker 1: They said that Haraian different times. It's like, we don't,

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Speaker 1: we don't make anything. You know, they're a software company.

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Speaker 1: They talked about that also, like most people think their

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Speaker 1: hardware company is actually a software company. And so when

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Speaker 1: you think of in video, most people thinking video as

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Speaker 1: a chip company. But I look at in video as

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Speaker 1: a medical company, as a gaming company, as a sports company,

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Speaker 1: because it's every it's everything everybody anything you put their

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Speaker 1: technology in, that's what it is. So medical industry. They

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Speaker 1: was very very enthusiastic about that, spoke a lot about that,

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Speaker 1: So that should give you some insight if you're interested

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Speaker 1: as far as where they're thinking about going. They also

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Speaker 1: spoke about robotics. They also spoke about autonomous driving vehicles,

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Speaker 1: and they showed us their garage, the autonomous driving garage.

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Speaker 1: So that's a few things that you guys might be

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Speaker 1: interested in if they if you're interested in as far

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Speaker 1: as some insight into the company, and shout out to

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Speaker 1: Peter and Nas. You know, when we came back, when

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Speaker 1: we came back from in Video, we had dinner with

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Speaker 1: Nas and we was talking about in video.

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Speaker 3: We gotta let that breathe like that brief in two seconds.

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Speaker 2: He's been breathing over these things. So I was on

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Speaker 2: the phone with a million the other.

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Speaker 3: Day like, oh yeah that Nas, Yeah, that got you

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Speaker 3: that That never that always is going to be like

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Speaker 3: pretty surreal, Like you walk into the restaurant and it's no,

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Speaker 3: what's up, Troy, It's good, let's go, Like it's just

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Speaker 3: huh what man.

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Speaker 2: He's one of the greatest investors, like hands out of

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Speaker 2: this era. Like if you put his returns up against

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Speaker 2: any VC firm. It's not talked about in that light,

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Speaker 2: but he's outperformed majority of them.

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Speaker 1: Well, the thing and the reason why I said that

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Speaker 1: is the reason why could you know obviously he's on

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Speaker 1: a run right now. He's involved in the casino. You know,

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Speaker 1: everybody's seeing his investment portfolio. Massive Pill arguably had the

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Speaker 1: best year in rap as far as all the albums

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Speaker 1: that they put out. But you know, with him, he

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Speaker 1: was just like, yo, damn, I gotta learn about He's like, yo,

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Speaker 1: y'all gotta next time. Y'all got to take me like

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Speaker 1: d like asking us questions like Yo, what they what

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Speaker 1: was they talking about? What did they have?

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Speaker 3: Like?

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Speaker 1: So I say that to say he's obviously extremely successful person. Right,

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Speaker 1: That's that goes what I'm saying. But he spent more

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Speaker 1: time asking questions than talking. So somebody like somebody like

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Speaker 1: that who's a legend icon, can you know, spend time

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Speaker 1: asking questions? You gotta you gotta be able to you know,

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Speaker 1: receive the information. And that's why this show is so

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Speaker 1: And his partner Peter, he was like he actually he

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Speaker 1: actually watches market mondays and implements on the information. So

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Speaker 1: you know, it's just at the highest level possible. People

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Speaker 1: is paying attention and listening, so never take the information

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Speaker 1: for granted.

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Speaker 3: Please don't, please don't. It was so dope because he

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Speaker 3: references in video on the new album when he heard

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Speaker 3: that we win, it was just like he was like

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Speaker 3: a sponge like yo word. He's like, I think I

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Speaker 3: met the CEO once, man, like he's a good guy.

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Speaker 1: It was.

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Speaker 3: It was really surreal. Man.

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Speaker 1: Yeah, shout out to nas Man. Somebody said, Nazia Jones.

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Speaker 1: There's only one