Speaker 1: An illegal alien from Guatemala charged with raping a child
Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
Speaker 1: accused of murdering a Texas man of Venezuelan charged with
Speaker 1: filming and selling child pornography in Michigan. These are just
Speaker 1: some of the heinous migrant criminals caught because of President
Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
Speaker 1: crossings are at the lowest levels ever recorded, and over
Speaker 1: one hundred thousand illegal aliens have been arrested. If you
Speaker 1: are here illegally, your next you will be fined nearly
Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
Speaker 1: never return. But if you register using our CBP home
Speaker 1: app and leave now, you could be allowed to return legally.
Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
Speaker 1: border and families will be protected.
Speaker 2: Sponsored by the United States Department of Homeland Security.
Speaker 3: Microsoft has surpassed Apple as the world as the world's
Speaker 3: largest company by market cap. So the great thing is
Speaker 3: that is that we posted that like a week ago
Speaker 3: that they were Microsoft was only one hundred billion dollars
Speaker 3: away from passing Apple in market cap, and at that time,
Speaker 3: you know, there's a lot of people in the comments
Speaker 3: that was like, laugh out loud, only one hundred billion, Like.
Speaker 4: Yeah, but you know it's a teachable moment as far
Speaker 4: as for corporate finance, and you know how things that
Speaker 4: can look like a large number to some is a
Speaker 4: very small number to somebody else.
Speaker 3: Perception is everything, and that's that's that's the thing about life.
Speaker 3: One person's mountain is another person's hill, right, One person's
Speaker 3: trash is another man's treasure. We could go down the
Speaker 3: line here.
Speaker 5: So no, pun intended, reception isn't very important.
Speaker 6: Perception is a very important thing.
Speaker 3: So one hundred one hundred billion, yeah to an average person.
Speaker 3: To me, like as I'm looking at it from a
Speaker 3: bank account standpoint, if I was looking at it from
Speaker 3: that standpoint, then yeah, I'll be like, oh yeah, one
Speaker 3: hundred billion dollars. That's crazy. But I think it's important.
Speaker 3: Part of the job is to educate people. So we
Speaker 3: wasn't look, we wasn't talking about it as far as
Speaker 3: like in somebody's net worth.
Speaker 7: Yeah, just in our bank America Mark America, I have.
Speaker 6: One hundred million, So it's a teachable moment.
Speaker 3: But so Microsoft has surpassed Apple that quickly, one hundred
Speaker 3: billion dollars.
Speaker 6: They caught up that quickly.
Speaker 3: So do you do you foresee Microsoft maintaining this lead
Speaker 3: and how does this play out for the future of
Speaker 3: both companies? Do you see Apple reclaiming the petition? Does
Speaker 3: it matter? Is it like just a celebroteatory thing that
Speaker 3: you know doesn't really matter in the grand scheme of things,
Speaker 3: or is it actually important?
Speaker 7: I think it's actually important. Anytime you lose pole position
Speaker 7: and you're not number one, you have to start to
Speaker 7: be worried. Some stats around Microsoft profit margin. This is
Speaker 7: a multi trillion dollar company. Thirty four percent profit margin, amazing,
Speaker 7: operate margin forty three percent, gross margin sixty eight percent,
Speaker 7: return on assets nineteen percent, institutional ownership seventy two percent.
Speaker 7: So at a time when Apple is not the innovator,
Speaker 7: the leader and breaking edge technology wants you, and we
Speaker 7: have to compare this to Apple is also a consumer
Speaker 7: based company that does some enterprise and some BDG. Microsoft
Speaker 7: does a ton of BDG, ton of enterprise with wider margins.
Speaker 7: You have to be worried when someone passes you up.
Speaker 7: This isn't just like some milestone that does not matter.
Speaker 7: And normally when these companies are number one, and of
Speaker 7: course for the next year or two, I think they
Speaker 7: go back and forth in terms of market cap. But
Speaker 7: once again, if they don't innovate, I can see Microsoft
Speaker 7: keeping that lead and with the interest in AI.
Speaker 8: And it's the interesting part. Microsoft hasn't partner with.
Speaker 7: Anybody to make an electronic vehicle, which we can talk
Speaker 7: about that's Space Slater. They have not gotten into healthcare,
Speaker 7: and they don't have a consumer product that people love.
Speaker 7: If they actually innovate and make a product that people
Speaker 7: really love at scale with the leadership, with Satia just
Speaker 7: being focused on the business, this could be the era.
Speaker 7: Well Microsoft remains dominant for a decade, and I keep
Speaker 7: saying that if it wasn't for Barber, there would be
Speaker 7: no Microsoft.
Speaker 6: Kudos to Barmber and everything that you're doing.
Speaker 7: I think you're amazing, but he wasn't right for the
Speaker 7: CEO position, and Gates had a lot to do with
Speaker 7: that with the infighting. But I think this is probably
Speaker 7: and I still love Apple for everyone who's messaging me
Speaker 7: like should I sell Apple?
Speaker 6: No?
Speaker 7: But I think we are seeing a passing of the
Speaker 7: guard if you will. And most importantly, we need publicly
Speaker 7: traded companies to build things that actually work and that
Speaker 7: people need.
Speaker 6: We don't and I have three of them.
Speaker 7: We don't need another iPhone seven upgrade that's called a fifteen.
Speaker 8: Microsoft is actually innovated.
Speaker 7: And then once they got into the AI space, amazing
Speaker 7: partnership with like their joint venture that they did with
Speaker 7: Open Ai and put them in a different category. So
Speaker 7: if I was Apple, I would be a little bit worried.
Speaker 7: And Microsoft as of now definitely is a better company.
Speaker 6: A lot there, there's a lot there. They're earners. What's up?
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Speaker 1: An illegal alien from Guatemala charged with raping a child
Speaker 1: in Massachusetts. An MS thirteen gang member from El Salvador
Speaker 1: accused of murdering a Texas man of Venezuelan charged with
Speaker 1: filming and selling child pornography in Michigan. These are just
Speaker 1: some of the heinous migrant criminals caught because of President
Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
Speaker 1: crossings are at the lowest levels ever recorded, and over
Speaker 1: one hundred thousand illegal as have been arrested. If you
Speaker 1: were here illegally, your next you will be fine nearly
Speaker 1: one thousand dollars a day, imprisoned and deported, you will
Speaker 1: never return. But if you register using our CBP home
Speaker 1: app and leave now, you could be allowed to return legally.
Speaker 1: Do what's right, leave now. Under President Trump, America's laws,
Speaker 1: border and families will be protected.
Speaker 2: Sponsored by the United States Department of Homeland Security.
Speaker 5: See I mean it was short lived, right, So Apple
Speaker 5: did go back on top as the number one as
Speaker 5: far as market cap, But I'm with you. In twenty
Speaker 5: twenty four definitely, And we said the six months ago
Speaker 5: when we were looking at the market caps were analyzed
Speaker 5: and the same based on the four momentum that Microsoft has,
Speaker 5: especially with the partnership, like you said in open Ai,
Speaker 5: there's a chance here that they're going to pass them in.
Speaker 5: That day came, and I think it's gonna be prolonged
Speaker 5: for a couple of reasons, but I think that AI
Speaker 5: space is one of them. You mentioned that there hasn't
Speaker 5: been a product that Microsoft has had, a consumer product,
Speaker 5: and so I had to when you said it, I
Speaker 5: started thinking, like, was there a product?
Speaker 6: Is Windows the last product? Right?
Speaker 5: Is that the last thing that people could say that
Speaker 5: we really loved in the nineties in the nineties, right?
Speaker 5: And interestingly enough, what they've now done with open Ai
Speaker 5: and creating Copilot, this might be the thing. So if
Speaker 5: you look at the numbers on Copilot that just did
Speaker 5: a quick research on it, nearly half of Fortune one
Speaker 5: hundred companies have incorporated into the enterprise software already. And
Speaker 5: so you're talking about large revenue right when you're talking
Speaker 5: about Fortune one hundred companies. But they're going to have
Speaker 5: it for consumers as part as their their their office package.
Speaker 5: Uh and this year what that does now when you
Speaker 5: have open ai right and you have copilot using that,
Speaker 5: now you need more cloud space. And so what has
Speaker 5: been increasing over the past three quarters for them bazoor right,
Speaker 5: And it's kind of dented in the space where Amazon
Speaker 5: Aws was is far by far the leader. It's cracked
Speaker 5: the dent in their in their their their lead, it's
Speaker 5: cracked that in Google Clouds lead. And Ozor is that
Speaker 5: third place player with a lot of momentum. And so
Speaker 5: if you're looking at these two things alone, and last
Speaker 5: week we talked about it, what's the innovation? What is
Speaker 5: the thing that Apple will have and we don't know
Speaker 5: it yet?
Speaker 6: Yeah.
Speaker 5: No, the fact that they are already in the lead
Speaker 5: in this AI space with these mountain factors. I like
Speaker 5: them for twenty twenty four and maybe for twenty twenty
Speaker 5: five if we don't see the exact innovation. I know
Speaker 5: people in the comments, actually read the comments on the
Speaker 5: other day when we did market Mondays, and they're like
Speaker 5: people said the same things when Steve Jobs passed. They
Speaker 5: don't innovate enough, they don't innovate enough. Okay, they have products,
Speaker 5: they have had products, but that wasn't true. Well, this
Speaker 5: is what the comments were saying. Right, they've had products,
Speaker 5: and yes, right, we've seen what Tim Cook has done.
Speaker 5: And I mean there's an argument that he could be
Speaker 5: when it goes down right in history and we look back,
Speaker 5: he might have been a greater CEO than Jobs.
Speaker 6: Was also a question, that's right question.
Speaker 5: Yeah, And so now now is the time, right over
Speaker 5: the next twelve to sixteen months, it's going to be
Speaker 5: important time. And I know it's like it's sematics, right,
Speaker 5: your market cap.
Speaker 6: Is number one. I was his number two.
Speaker 5: But it means something right in those headquarters, right, it
Speaker 5: means something. And Amazon's right there too. Right in the
Speaker 5: past I think twelve years, there's only been three companies
Speaker 5: that have been in that one and two spot, Amazon,
Speaker 5: Apple and Microsoft. So it definitely means something amongst them.
Speaker 5: And whoever comes out with the most innovative and is
Speaker 5: leading in a way of the future, especially for technology.
Speaker 5: I mean, they get the crown. And I'm sure that
Speaker 5: people able to think about it the same way that
Speaker 5: Amazon and Microsoft.
Speaker 6: Doo. Everybody wants to be the top spot.
Speaker 7: Yeah, if the enterprise value or the market cap value
Speaker 7: is the same. Apple's profit margin is twenty five percent.
Speaker 7: Microsoft is thirty four. For a multi trillion dollar company
Speaker 7: that's like a one hundred million dollar business having an
Speaker 7: eighty percent profit margin, it does matter. And if they
Speaker 7: make another acquisition being Microsoft, that can give them a Furtherly,
Speaker 7: it's never a good thing when you have a brand
Speaker 7: and people are before it comes out are saying, I'm
Speaker 7: not going to buy that product. Even Apple fans are
Speaker 7: saying unless it can shoot out laser beams or transport
Speaker 7: me to Davo, so put me in game and throw
Speaker 7: I don't even I'm not even going.
Speaker 6: To consider it. We're here, right, We walked the streets
Speaker 6: for two hours.
Speaker 5: Every ten feet two letters are posted all throughout the
Speaker 5: streets and it's AI everywhere, and yeah, every single it's AI.
Speaker 6: It's AI.
Speaker 5: And if we think about AI, especially from the consumer side,
Speaker 5: who's leading that space?
Speaker 6: There's no doubt it's Microsoft. It's no doubt, not even
Speaker 6: a question. So what I'll tell you what? You take
Speaker 6: two index, no stress.
Speaker 7: I even even remember people saying Microsoft wouldn't have the
Speaker 7: number one spot.
Speaker 8: Investing those two, you'll be good. But I still want
Speaker 8: the companies that I'm invested in to keep their and
Speaker 8: keep innovator.
Speaker 1: An illegal alien from Guatemala charged with raping a child
Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
Speaker 1: accused of murdering a Texas. Man of Venezuelan charged with
Speaker 1: filming and selling child pornography in Michigan. These are just
Speaker 1: some of the heinous migrant criminals caught because of President
Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
Speaker 1: crossings are at the lowest levels ever recorded, and over
Speaker 1: one hundred thousand illegal aliens have been arrested. If you
Speaker 1: are here illegally, your next you will be fine nearly
Speaker 1: one thousand dollars a day, imprisoned and deported, you will
Speaker 1: never return. But if you register using our CBP home
Speaker 1: app and leave now, you could be allowed to return legally.
Speaker 1: Do what's right, leave now. Under President Trump, America's laws,
Speaker 1: border and families will be protected.
Speaker 2: Answered by the United States Department of Homeland Security