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Speaker 1: An illegal alien from Guatemala charged with raping a child

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Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador

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Speaker 1: accused of murdering a Texas man of Venezuelan charged with

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Speaker 1: filming and selling child pornography in Michigan. These are just

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Speaker 1: some of the heinous migrant criminals caught because of President

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Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States

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Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border

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Speaker 1: crossings are at the lowest levels ever recorded, and over

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Speaker 1: one hundred thousand illegal aliens have been arrested. If you

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Speaker 1: are here illegally, your next you will be fined nearly

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Speaker 1: one thousand dollars a day, imprisoned, and deported. You will

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Speaker 1: never return. But if you register using our CBP home

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Speaker 1: app and leave now, you could be allowed to return legally.

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Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,

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Speaker 1: border and families will be protected.

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

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Speaker 3: Oh yeah, let's talk about it in video then, So

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Speaker 3: we talked about them having a market cap, Well, they

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Speaker 3: passed Google.

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Speaker 4: They passed Amazon one day, and then two days later

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Speaker 4: they passed Google.

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Speaker 3: So we we talked about it. Hit the like button

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Speaker 3: and share ladies and gentlemen. You know when XRP a

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Speaker 3: few years ago was going crazy, and I remember the

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Speaker 3: CEO of Ripple had a net worth he was like

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Speaker 3: the seventh richest person in the world, and they you know,

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Speaker 3: it was the old saying that when things start to

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Speaker 3: not make sense anymore, then that's when they start to

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Speaker 3: fall apart. And then shortly after that then the company

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Speaker 3: the coin that's never reached that however since. So in Video, yeah,

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Speaker 3: it's a great company. But I mean when a chip

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Speaker 3: company that the vast majority of people never even heard

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Speaker 3: about eighteen months ago becomes has a large market cap,

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Speaker 3: larger than Amazon and Google, all right, at a certain

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Speaker 3: point in time, it starts to not make sense. Right,

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Speaker 3: So in Vidia, that doesn't make sense. It's not it's

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Speaker 3: not a it's not a more.

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Speaker 5: Power predicting the death of the video. No, no, no,

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Speaker 5: it's not. It's not it's not clip it up. No, no,

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Speaker 5: we do not do that.

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Speaker 3: It's not the death of the video. But it just

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Speaker 3: doesn't it doesn't make sense, right. And video is not

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Speaker 3: the same as Google. It's not the same as Amazon,

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Speaker 3: So is it overpriced and well a will a correction come?

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Speaker 5: So that that that's the interesting part, right is it

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Speaker 5: as important?

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Speaker 4: Well if you take those companies, you say, if you

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Speaker 4: take those companies and you look what they're a forward

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Speaker 4: initiative is it's all in artificial intelligence, right, Like that

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Speaker 4: is the thing Google is trying to figure out. They

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Speaker 4: just said that we're doing away with bard Gemini is

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Speaker 4: the new thing. We already know what Microsoft is done

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Speaker 4: open AI. Apple is starting to tease something in their

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Speaker 4: their jewel call. They're going to announce whatever their AI

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Speaker 4: initiative is. You have the top seven that are pretty

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Speaker 4: much relying on this company to deliver its chips so

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Speaker 4: that it can produce that high level efficiency and that

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Speaker 4: high level of innovation, and so they kind of need them, right.

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Speaker 4: You kind of got to knock on their door if

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Speaker 4: you want to move forward. So if you're one of

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Speaker 4: those companies, it don't even matter if you're better or not.

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Speaker 4: They need you until there's a competitor that that that

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Speaker 4: comes through and says, all right, we have something that

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Speaker 4: can perform at a similar, if not more efficient way,

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Speaker 4: and the price point makes more sense. It's kind of

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Speaker 4: like this vision pro versus versus the ocolus, right, Like

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Speaker 4: there's a vast difference. It's a vast difference in pricing, right,

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Speaker 4: but there's also going to be a vast difference in

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Speaker 4: the overall function and quality of it and the expansion

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Speaker 4: of it.

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Speaker 5: And so I don't know if it has to be better.

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Speaker 5: I just think as long as they rely on them,

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Speaker 5: they're going.

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Speaker 2: To be needed.

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Speaker 4: And for the next two, three, four or five years,

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Speaker 4: it's very clear that they're the company that's going to

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Speaker 4: need it, and they're going to be the company that

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Speaker 4: these companies call on, whether it be from Apple to Amazon,

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Speaker 4: to Google to Microsoft, opening eyes inside that we're going

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Speaker 4: to come and sit meta as well. They already told

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Speaker 4: you that how many billions that they're spending. That's just

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Speaker 4: what they're putting on. Who knows how much more they're

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Speaker 4: going to spend. As long as they're needed, I could

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Speaker 4: see them passing them. It wouldn't surprise me. It would

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Speaker 4: not surprise me if they were to lead in.

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Speaker 6: The next time. And Vidia is more important Amazon. I

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Speaker 6: love Amazon. Dearly profit margins are thinner though. Let's look

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Speaker 6: at some of the numbers. Forty four billion revenue for

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Speaker 6: in video revenues of two hundred and five percent quarter

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Speaker 6: over quarter, operated margins forty five percent.

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Speaker 5: Profit margin is sixteen percent.

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Speaker 6: All of the major companies on Earth are relying on

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Speaker 6: them and the sector that matters the most to the

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Speaker 6: United States of America.

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Speaker 5: They have by the webolls, what are we talking about?

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Speaker 6: Like, I wish Google would have innovated a lot of

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Speaker 6: fast shot to everyone a Google corporate because I need

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Speaker 6: you all right listen.

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Speaker 5: I wish they would have innovated faster.

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Speaker 6: I think Andy has done a great job at Amazon,

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Speaker 6: but if we look at where you're skating to, where

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Speaker 6: the puck will be going back to that gresspeek quote

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Speaker 6: everyone in tech for the last three or four years

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Speaker 6: when you had the Zerp initiative, people weren't applying as

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Speaker 6: as much pressure in terms of innovation as they should.

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Speaker 6: And then in Vidio came to take their launch three

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Speaker 6: and a half years ago, AMD was at eleven shot.

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Speaker 6: Everyone in redpan who got in at the time, it's

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Speaker 6: up fifteen. That's now you put one thousand dollars in

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Speaker 6: in video.

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Speaker 4: keep pushing your vision forward.

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Speaker 1: An illegal alien from Guatemala charged with raping a child

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Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador

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Speaker 1: accused of murdering a Texas. Man of Venezuelan charged with

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Speaker 1: filming and selling child pornography in Michigan. These are just

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Speaker 1: some of the heinous migrant criminals caught because of President

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Speaker 1: Donald J. Trump's leadership. I'm Christy Noman, the United States

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Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border

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Speaker 1: crossings are at the lowest levels ever recorded, and over

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Speaker 1: one hundred thousand illegal aliens have been arrested. If you

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Speaker 1: are here illegally, your next you will be fined Nearly

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Speaker 1: one thousand dollars a day. Imprisoned and deported, you will

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Speaker 1: never return. But if you register using our CBP home

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Speaker 1: app and leave now, you could be allowed to return legally.

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Speaker 1: Do what's right. Leave now. Under President Trump America's laws,

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Speaker 1: border and families.

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Speaker 2: Will be protected. Sponsored by the United States Department of Homeldsecurity.

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Speaker 6: Four years ago, you could have one hundred brand Now listen,

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Speaker 6: the ones that move the market are going to range

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Speaker 6: supreme and you usually have one player that is dominant

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Speaker 6: per sector. Invested those and the few that did that,

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Speaker 6: you would have made a lot of money. The even

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Speaker 6: the margin is forty nine point three nine percent. The

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Speaker 6: current ratio is three point five. This is a blockbuster company.

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Speaker 6: This is like our like the our kids generation version

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Speaker 6: of Microsoft or Apple. But at some point it has

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Speaker 6: to pull back, right, Like, yeah, it's gonna pull back.

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Speaker 6: It's gonna pull So it's not a situation where ten

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Speaker 6: to fifteen percent, but that'd be a good buying point

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Speaker 6: ten to fifteen percent, that would be a heavy drop, right,

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Speaker 6: But that doesn't mean that.

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Speaker 4: We don't believe in the company long term. A correction

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Speaker 4: sometime is needed, right. We always talk about having a reset,

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Speaker 4: when when companies have to go through this. When we

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Speaker 4: start seeing it, we start seeing layoffs, We start seeing

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Speaker 4: we'll talk about a little bit later. We start seeing

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Speaker 4: exactly and CEOs selling shares. Right, we start to see

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Speaker 4: those signs that usually means there's a pullback coming. That's

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Speaker 4: not happening with in video. We've seen it happen with Amazon.

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Speaker 4: We've seen it happen with Meta. It hasn't happened with

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Speaker 4: in video yet. There's a couple of things that could happen.

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Speaker 4: We start to see when when when companies are taking

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Speaker 4: in large sums of money, do they start to offer

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Speaker 4: a dividend?

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Speaker 5: Do they have a split?

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Speaker 4: A split willod we're starting to get into We're starting

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Speaker 4: to get into that range where if it becomes a

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Speaker 4: thousand dollars stock we saw that happen with Amazon, right,

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Speaker 4: they never split, they got up to thirty four hundred.

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Speaker 4: This becomes something that's not as obtainable to jump. Now

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Speaker 4: we split one of five and videos is treading in

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Speaker 4: that direction.

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Speaker 2: Will they split?

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Speaker 5: We'll see the.

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Speaker 6: Difference between all of those businesses and insanities that we named,

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Speaker 6: like how many boxes of wet wipes do you need

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Speaker 6: to order for yourself. You don't need man wipes like

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Speaker 6: three times a month like they They are actually probably

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Speaker 6: one of the most important parts to the digital infrastructure

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Speaker 6: of the country and the world.

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Speaker 5: So while Google is.

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Speaker 6: Really import I think they stress themselves to things with

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Speaker 6: other products, and Vidia is really focused in on a

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Speaker 6: couple of sectors and a couple of clients that matter

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Speaker 6: the most of them, and that's why I think they're

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Speaker 6: doing so well.

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Speaker 5: Yeah, they're all important.

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Speaker 4: Like I said, when we talk about Amazon, yes, from

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Speaker 4: an e commerce point of view, but also from an

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Speaker 4: a WUS cloud point of view, they're still a leader.

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Speaker 2: Right.

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Speaker 4: We talked about them going into healthcare, that adds another

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Speaker 4: stem to to the umbrella. We talked about them going

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Speaker 4: to automotives, which could be extremely disruptive for anybody in

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Speaker 4: that space. Carvana, like all these companies that were relying

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Speaker 4: or we have a certain.

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Speaker 6: Amazon detloff strimp and the video Carmelo or what let's

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Speaker 6: get that lift.

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Speaker 5: That lift.

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Speaker 4: First of all, that was a greazy that your wild

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Speaker 4: for that shout to mellow Uh that lift.

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Speaker 5: We're not they're not. It's not compair. We're not gonna

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Speaker 5: use that lift. We gotta get somebody better than that

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Speaker 5: lift don't do that.

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Speaker 4: Yeah, okay, I mean that's a good hour you made.

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Speaker 4: So if we take those two companies right, mellow would be.

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Speaker 4: But here's a reality, and we had this argument before.

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Speaker 4: This is a sports argument when you when it comes

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Speaker 4: down to the history of Denver, there's only going to

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Speaker 4: be one number fifteen that gets retired. So yeah, yeah,

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Speaker 4: I mean in that sense, maybe here it.

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Speaker 5: Is almost too big to fail at this point. It's

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Speaker 5: feeling that way.

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Speaker 4: But I think that goes to Shoty's apprehension of if

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Speaker 4: it's too big to fail and one.

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Speaker 5: Too big to call it too big to fail.

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Speaker 6: When I told you how to get it into twenty

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Speaker 6: two top of twenty three, you know, it's all about time.

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Speaker 6: Like something goes up four or five x, you can't

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Speaker 6: wait to make your primary position in then yeah, wait

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Speaker 6: for a pullback and you'll be good.

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Speaker 4: So we'll see Wednesday, we'll see uh and we even

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Speaker 4: have to have the doarkment. We'll see very clearly they

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Speaker 4: report after market on Wednesday, and so I'll be interested.

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Speaker 5: I'll be sitting waiting to see what comes back.

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Speaker 4: I'll be looking forward to the future guidance because we

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Speaker 4: already heard from Meta or the amount of money they're spending.

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Speaker 4: I'd be interested to see some of their other partners

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Speaker 4: and what they'll be spending. I'm sure it's in the

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Speaker 4: billions and hundreds of billions of dollars, so more revenue.

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Speaker 5: I think there's an estimate with there.

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Speaker 4: I think the APS, the difference in EPs of what's

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Speaker 4: expected to what the actual might be, might be a

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Speaker 4: difference of nine to ten.

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Speaker 5: Dollars, which would be that's ridiculous.

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Speaker 2: That's ridiculous.

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Speaker 4: If you beat it by three cents, great, beatated by

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Speaker 4: nine to ten dollars is out of this wild and

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Speaker 4: they've done it already.

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Speaker 2: So we'll see an.

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Speaker 1: Illegal alien from Guatemala charged with raping a child in Massachusetts,

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Speaker 1: an MS thirteen gang member from Al Salvador accused of

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Speaker 1: murdering a Texas man of Venezuelan charged with filming and

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Speaker 1: selling child pornography in Michigan. These are just some of

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Speaker 1: the heinous migrant criminals caught because of President Donald J.

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Speaker 1: Trump's leadership. I'm Christy nom the United States Secretary of

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Speaker 1: Homeland Security. Under President Trump, attempted illegal border crossings are

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Speaker 1: at the lowest levels ever recorded. And over one hundred

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Speaker 1: thousand illegal aliens have been arrested. If you are here illegally,

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Speaker 1: your next you will be fine nearly one thousand dollars

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Speaker 1: a day, imprisoned, and deported. You will never return. But

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Speaker 1: if you register using our CBP home app and leave now,

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Speaker 1: you could be allowed to return legally. Do what's right.

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Speaker 4: Leave now.

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Speaker 1: Under President Trump America's laws, border and families will be protected.

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