WEBVTT - Nvidia's Market Cap Goes Past $1 Trillion

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<v Speaker 1>An illegal alien from Guatemala charged with raping a child

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<v Speaker 1>in Massachusetts. An MS thirteen gang member from Al Salvador

0:00:07.720 --> 0:00:11.840
<v Speaker 1>accused of murdering a Texas man of Venezuelan charged with

0:00:11.920 --> 0:00:15.840
<v Speaker 1>filming and selling child pornography in Michigan. These are just

0:00:15.920 --> 0:00:19.680
<v Speaker 1>some of the heinous migrant criminals caught because of President

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

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<v Speaker 1>Secretary of Homeland Security. Under President Trump, attempted illegal border

0:00:28.160 --> 0:00:31.680
<v Speaker 1>crossings are at the lowest levels ever recorded, and over

0:00:31.760 --> 0:00:34.960
<v Speaker 1>one hundred thousand illegal aliens have been arrested. If you

0:00:35.040 --> 0:00:38.920
<v Speaker 1>are here illegally, your next you will be fined nearly

0:00:39.000 --> 0:00:43.000
<v Speaker 1>one thousand dollars a day, imprisoned, and deported. You will

0:00:43.040 --> 0:00:46.680
<v Speaker 1>never return. But if you register using our CBP home

0:00:46.720 --> 0:00:50.120
<v Speaker 1>app and leave now, you could be allowed to return legally.

0:00:50.479 --> 0:00:55.240
<v Speaker 1>Do what's right. Leave now. Under President Trump, America's laws,

0:00:55.400 --> 0:00:57.840
<v Speaker 1>border and families will be protected.

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<v Speaker 2>Sponsored by the United States Department of Homeland Security.

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<v Speaker 3>Oh yeah, let's talk about it in video then, So

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<v Speaker 3>we talked about them having a market cap, Well, they

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<v Speaker 3>passed Google.

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<v Speaker 4>They passed Amazon one day, and then two days later

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<v Speaker 4>they passed Google.

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<v Speaker 3>So we we talked about it. Hit the like button

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<v Speaker 3>and share ladies and gentlemen. You know when XRP a

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<v Speaker 3>few years ago was going crazy, and I remember the

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<v Speaker 3>CEO of Ripple had a net worth he was like

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<v Speaker 3>the seventh richest person in the world, and they you know,

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<v Speaker 3>it was the old saying that when things start to

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<v Speaker 3>not make sense anymore, then that's when they start to

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<v Speaker 3>fall apart. And then shortly after that then the company

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

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<v Speaker 3>it's a great company. But I mean when a chip

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<v Speaker 3>company that the vast majority of people never even heard

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<v Speaker 3>about eighteen months ago becomes has a large market cap,

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<v Speaker 3>larger than Amazon and Google, all right, at a certain

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<v Speaker 3>point in time, it starts to not make sense. Right,

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

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<v Speaker 3>not a it's not a more.

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<v Speaker 5>Power predicting the death of the video. No, no, no,

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<v Speaker 5>it's not. It's not it's not clip it up. No, no,

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<v Speaker 5>we do not do that.

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<v Speaker 3>It's not the death of the video. But it just

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<v Speaker 3>doesn't it doesn't make sense, right. And video is not

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<v Speaker 3>the same as Google. It's not the same as Amazon,

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<v Speaker 3>So is it overpriced and well a will a correction come?

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<v Speaker 5>So that that that's the interesting part, right is it

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<v Speaker 5>as important?

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<v Speaker 4>Well if you take those companies, you say, if you

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<v Speaker 4>take those companies and you look what they're a forward

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<v Speaker 4>initiative is it's all in artificial intelligence, right, Like that

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<v Speaker 4>is the thing Google is trying to figure out. They

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<v Speaker 4>just said that we're doing away with bard Gemini is

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<v Speaker 4>the new thing. We already know what Microsoft is done

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<v Speaker 4>open AI. Apple is starting to tease something in their

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<v Speaker 4>their jewel call. They're going to announce whatever their AI

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<v Speaker 4>initiative is. You have the top seven that are pretty

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<v Speaker 4>much relying on this company to deliver its chips so

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<v Speaker 4>that it can produce that high level efficiency and that

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<v Speaker 4>high level of innovation, and so they kind of need them, right.

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<v Speaker 4>You kind of got to knock on their door if

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<v Speaker 4>you want to move forward. So if you're one of

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

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<v Speaker 4>They need you until there's a competitor that that that

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<v Speaker 4>comes through and says, all right, we have something that

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<v Speaker 4>can perform at a similar, if not more efficient way,

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<v Speaker 4>and the price point makes more sense. It's kind of

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<v Speaker 4>like this vision pro versus versus the ocolus, right, Like

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<v Speaker 4>there's a vast difference. It's a vast difference in pricing, right,

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<v Speaker 4>but there's also going to be a vast difference in

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<v Speaker 4>the overall function and quality of it and the expansion

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<v Speaker 4>of it.

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

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<v Speaker 5>I just think as long as they rely on them,

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<v Speaker 5>they're going.

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<v Speaker 2>To be needed.

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<v Speaker 4>And for the next two, three, four or five years,

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<v Speaker 4>it's very clear that they're the company that's going to

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<v Speaker 4>need it, and they're going to be the company that

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<v Speaker 4>these companies call on, whether it be from Apple to Amazon,

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<v Speaker 4>to Google to Microsoft, opening eyes inside that we're going

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<v Speaker 4>to come and sit meta as well. They already told

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<v Speaker 4>you that how many billions that they're spending. That's just

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<v Speaker 4>what they're putting on. Who knows how much more they're

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

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<v Speaker 4>see them passing them. It wouldn't surprise me. It would

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<v Speaker 4>not surprise me if they were to lead in.

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<v Speaker 6>The next time. And Vidia is more important Amazon. I

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<v Speaker 6>love Amazon. Dearly profit margins are thinner though. Let's look

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<v Speaker 6>at some of the numbers. Forty four billion revenue for

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<v Speaker 6>in video revenues of two hundred and five percent quarter

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<v Speaker 6>over quarter, operated margins forty five percent.

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<v Speaker 5>Profit margin is sixteen percent.

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<v Speaker 6>All of the major companies on Earth are relying on

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<v Speaker 6>them and the sector that matters the most to the

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<v Speaker 6>United States of America.

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<v Speaker 5>They have by the webolls, what are we talking about?

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<v Speaker 6>Like, I wish Google would have innovated a lot of

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<v Speaker 6>fast shot to everyone a Google corporate because I need

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<v Speaker 6>you all right listen.

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<v Speaker 5>I wish they would have innovated faster.

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<v Speaker 6>I think Andy has done a great job at Amazon,

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<v Speaker 6>but if we look at where you're skating to, where

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<v Speaker 6>the puck will be going back to that gresspeek quote

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<v Speaker 6>everyone in tech for the last three or four years

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<v Speaker 6>when you had the Zerp initiative, people weren't applying as

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<v Speaker 6>as much pressure in terms of innovation as they should.

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<v Speaker 6>And then in Vidio came to take their launch three

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<v Speaker 6>and a half years ago, AMD was at eleven shot.

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<v Speaker 6>Everyone in redpan who got in at the time, it's

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<v Speaker 6>up fifteen. That's now you put one thousand dollars in

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<v Speaker 6>in video.

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<v Speaker 4>This episode is brought to you by P and C Bank.

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<v Speaker 1>An illegal alien from Guatemala charged with raping a child

0:07:10.120 --> 0:07:13.920
<v Speaker 1>in Massachusetts. An MS thirteen gang member from Al Salvador

0:07:14.160 --> 0:07:18.280
<v Speaker 1>accused of murdering a Texas. Man of Venezuelan charged with

0:07:18.360 --> 0:07:22.240
<v Speaker 1>filming and selling child pornography in Michigan. These are just

0:07:22.360 --> 0:07:26.120
<v Speaker 1>some of the heinous migrant criminals caught because of President

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

0:07:29.760 --> 0:07:34.520
<v Speaker 1>Secretary of Homeland Security. Under President Trump, attempted illegal border

0:07:34.560 --> 0:07:38.120
<v Speaker 1>crossings are at the lowest levels ever recorded, and over

0:07:38.200 --> 0:07:41.400
<v Speaker 1>one hundred thousand illegal aliens have been arrested. If you

0:07:41.480 --> 0:07:45.320
<v Speaker 1>are here illegally, your next you will be fined Nearly

0:07:45.400 --> 0:07:49.440
<v Speaker 1>one thousand dollars a day. Imprisoned and deported, you will

0:07:49.480 --> 0:07:53.120
<v Speaker 1>never return. But if you register using our CBP home

0:07:53.160 --> 0:07:56.520
<v Speaker 1>app and leave now, you could be allowed to return legally.

0:07:56.880 --> 0:08:01.640
<v Speaker 1>Do what's right. Leave now. Under President Trump America's laws,

0:08:01.800 --> 0:08:03.800
<v Speaker 1>border and families.

0:08:03.400 --> 0:08:06.520
<v Speaker 2>Will be protected. Sponsored by the United States Department of Homeldsecurity.

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<v Speaker 6>Four years ago, you could have one hundred brand Now listen,

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<v Speaker 6>the ones that move the market are going to range

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<v Speaker 6>supreme and you usually have one player that is dominant

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<v Speaker 6>per sector. Invested those and the few that did that,

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<v Speaker 6>you would have made a lot of money. The even

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<v Speaker 6>the margin is forty nine point three nine percent. The

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<v Speaker 6>current ratio is three point five. This is a blockbuster company.

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<v Speaker 6>This is like our like the our kids generation version

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<v Speaker 6>of Microsoft or Apple. But at some point it has

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<v Speaker 6>to pull back, right, Like, yeah, it's gonna pull back.

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<v Speaker 6>It's gonna pull So it's not a situation where ten

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<v Speaker 6>to fifteen percent, but that'd be a good buying point

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<v Speaker 6>ten to fifteen percent, that would be a heavy drop, right,

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<v Speaker 6>But that doesn't mean that.

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<v Speaker 4>We don't believe in the company long term. A correction

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<v Speaker 4>sometime is needed, right. We always talk about having a reset,

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<v Speaker 4>when when companies have to go through this. When we

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<v Speaker 4>start seeing it, we start seeing layoffs, We start seeing

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<v Speaker 4>we'll talk about a little bit later. We start seeing

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<v Speaker 4>exactly and CEOs selling shares. Right, we start to see

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<v Speaker 4>those signs that usually means there's a pullback coming. That's

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<v Speaker 4>not happening with in video. We've seen it happen with Amazon.

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<v Speaker 4>We've seen it happen with Meta. It hasn't happened with

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

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<v Speaker 4>We start to see when when when companies are taking

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<v Speaker 4>in large sums of money, do they start to offer

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<v Speaker 4>a dividend?

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<v Speaker 5>Do they have a split?

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<v Speaker 4>A split willod we're starting to get into We're starting

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<v Speaker 4>to get into that range where if it becomes a

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<v Speaker 4>thousand dollars stock we saw that happen with Amazon, right,

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<v Speaker 4>they never split, they got up to thirty four hundred.

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<v Speaker 4>This becomes something that's not as obtainable to jump. Now

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<v Speaker 4>we split one of five and videos is treading in

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<v Speaker 4>that direction.

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<v Speaker 2>Will they split?

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<v Speaker 5>We'll see the.

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<v Speaker 6>Difference between all of those businesses and insanities that we named,

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<v Speaker 6>like how many boxes of wet wipes do you need

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<v Speaker 6>to order for yourself. You don't need man wipes like

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<v Speaker 6>three times a month like they They are actually probably

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<v Speaker 6>one of the most important parts to the digital infrastructure

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<v Speaker 6>of the country and the world.

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<v Speaker 5>So while Google is.

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<v Speaker 6>Really import I think they stress themselves to things with

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<v Speaker 6>other products, and Vidia is really focused in on a

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<v Speaker 6>couple of sectors and a couple of clients that matter

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

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<v Speaker 6>doing so well.

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<v Speaker 5>Yeah, they're all important.

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<v Speaker 4>Like I said, when we talk about Amazon, yes, from

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<v Speaker 4>an e commerce point of view, but also from an

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<v Speaker 4>a WUS cloud point of view, they're still a leader.

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<v Speaker 2>Right.

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<v Speaker 4>We talked about them going into healthcare, that adds another

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<v Speaker 4>stem to to the umbrella. We talked about them going

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<v Speaker 4>to automotives, which could be extremely disruptive for anybody in

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<v Speaker 4>that space. Carvana, like all these companies that were relying

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<v Speaker 4>or we have a certain.

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<v Speaker 6>Amazon detloff strimp and the video Carmelo or what let's

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<v Speaker 6>get that lift.

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<v Speaker 5>That lift.

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<v Speaker 4>First of all, that was a greazy that your wild

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<v Speaker 4>for that shout to mellow Uh that lift.

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<v Speaker 5>We're not they're not. It's not compair. We're not gonna

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<v Speaker 5>use that lift. We gotta get somebody better than that

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<v Speaker 5>lift don't do that.

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

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<v Speaker 4>So if we take those two companies right, mellow would be.

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

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<v Speaker 4>This is a sports argument when you when it comes

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<v Speaker 4>down to the history of Denver, there's only going to

0:11:09.000 --> 0:11:14.160
<v Speaker 4>be one number fifteen that gets retired. So yeah, yeah,

0:11:14.160 --> 0:11:15.560
<v Speaker 4>I mean in that sense, maybe here it.

0:11:15.440 --> 0:11:17.679
<v Speaker 5>Is almost too big to fail at this point. It's

0:11:17.720 --> 0:11:18.600
<v Speaker 5>feeling that way.

0:11:18.720 --> 0:11:21.080
<v Speaker 4>But I think that goes to Shoty's apprehension of if

0:11:21.120 --> 0:11:23.720
<v Speaker 4>it's too big to fail and one.

0:11:23.640 --> 0:11:25.400
<v Speaker 5>Too big to call it too big to fail.

0:11:25.400 --> 0:11:27.160
<v Speaker 6>When I told you how to get it into twenty

0:11:27.200 --> 0:11:30.760
<v Speaker 6>two top of twenty three, you know, it's all about time.

0:11:31.040 --> 0:11:32.880
<v Speaker 6>Like something goes up four or five x, you can't

0:11:33.200 --> 0:11:35.640
<v Speaker 6>wait to make your primary position in then yeah, wait

0:11:35.679 --> 0:11:36.839
<v Speaker 6>for a pullback and you'll be good.

0:11:37.960 --> 0:11:40.280
<v Speaker 4>So we'll see Wednesday, we'll see uh and we even

0:11:40.320 --> 0:11:42.199
<v Speaker 4>have to have the doarkment. We'll see very clearly they

0:11:42.280 --> 0:11:45.920
<v Speaker 4>report after market on Wednesday, and so I'll be interested.

0:11:45.920 --> 0:11:48.280
<v Speaker 5>I'll be sitting waiting to see what comes back.

0:11:48.559 --> 0:11:50.400
<v Speaker 4>I'll be looking forward to the future guidance because we

0:11:50.440 --> 0:11:52.840
<v Speaker 4>already heard from Meta or the amount of money they're spending.

0:11:52.880 --> 0:11:55.280
<v Speaker 4>I'd be interested to see some of their other partners

0:11:55.320 --> 0:11:57.160
<v Speaker 4>and what they'll be spending. I'm sure it's in the

0:11:57.200 --> 0:11:59.960
<v Speaker 4>billions and hundreds of billions of dollars, so more revenue.

0:12:00.000 --> 0:12:02.280
<v Speaker 5>I think there's an estimate with there.

0:12:03.160 --> 0:12:07.400
<v Speaker 4>I think the APS, the difference in EPs of what's

0:12:07.440 --> 0:12:09.760
<v Speaker 4>expected to what the actual might be, might be a

0:12:09.840 --> 0:12:11.080
<v Speaker 4>difference of nine to ten.

0:12:11.000 --> 0:12:13.640
<v Speaker 5>Dollars, which would be that's ridiculous.

0:12:13.880 --> 0:12:14.560
<v Speaker 2>That's ridiculous.

0:12:14.600 --> 0:12:17.480
<v Speaker 4>If you beat it by three cents, great, beatated by

0:12:17.600 --> 0:12:19.280
<v Speaker 4>nine to ten dollars is out of this wild and

0:12:19.320 --> 0:12:20.160
<v Speaker 4>they've done it already.

0:12:20.160 --> 0:12:21.400
<v Speaker 2>So we'll see an.

0:12:21.320 --> 0:12:25.840
<v Speaker 1>Illegal alien from Guatemala charged with raping a child in Massachusetts,

0:12:26.160 --> 0:12:29.560
<v Speaker 1>an MS thirteen gang member from Al Salvador accused of

0:12:29.679 --> 0:12:33.680
<v Speaker 1>murdering a Texas man of Venezuelan charged with filming and

0:12:33.760 --> 0:12:37.600
<v Speaker 1>selling child pornography in Michigan. These are just some of

0:12:37.640 --> 0:12:41.320
<v Speaker 1>the heinous migrant criminals caught because of President Donald J.

0:12:41.400 --> 0:12:45.200
<v Speaker 1>Trump's leadership. I'm Christy nom the United States Secretary of

0:12:45.240 --> 0:12:50.040
<v Speaker 1>Homeland Security. Under President Trump, attempted illegal border crossings are

0:12:50.080 --> 0:12:53.439
<v Speaker 1>at the lowest levels ever recorded. And over one hundred

0:12:53.480 --> 0:12:57.360
<v Speaker 1>thousand illegal aliens have been arrested. If you are here illegally,

0:12:57.880 --> 0:13:01.160
<v Speaker 1>your next you will be fine nearly one thousand dollars

0:13:01.240 --> 0:13:05.360
<v Speaker 1>a day, imprisoned, and deported. You will never return. But

0:13:05.440 --> 0:13:09.000
<v Speaker 1>if you register using our CBP home app and leave now,

0:13:09.360 --> 0:13:12.440
<v Speaker 1>you could be allowed to return legally. Do what's right.

0:13:13.040 --> 0:13:13.880
<v Speaker 4>Leave now.

0:13:14.200 --> 0:13:19.000
<v Speaker 1>Under President Trump America's laws, border and families will be protected.

0:13:19.080 --> 0:13:21.240
<v Speaker 2>Sponsored by the United States Department of Homeland Security,