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: Oh yeah, let's talk about it in video then, So
Speaker 3: we talked about them having a market cap, Well, they
Speaker 3: passed Google.
Speaker 4: They passed Amazon one day, and then two days later
Speaker 4: they passed Google.
Speaker 3: So we we talked about it. Hit the like button
Speaker 3: and share ladies and gentlemen. You know when XRP a
Speaker 3: few years ago was going crazy, and I remember the
Speaker 3: CEO of Ripple had a net worth he was like
Speaker 3: the seventh richest person in the world, and they you know,
Speaker 3: it was the old saying that when things start to
Speaker 3: not make sense anymore, then that's when they start to
Speaker 3: fall apart. And then shortly after that then the company
Speaker 3: the coin that's never reached that however since. So in Video, yeah,
Speaker 3: it's a great company. But I mean when a chip
Speaker 3: company that the vast majority of people never even heard
Speaker 3: about eighteen months ago becomes has a large market cap,
Speaker 3: larger than Amazon and Google, all right, at a certain
Speaker 3: point in time, it starts to not make sense. Right,
Speaker 3: So in Vidia, that doesn't make sense. It's not it's
Speaker 3: not a it's not a more.
Speaker 5: Power predicting the death of the video. No, no, no,
Speaker 5: it's not. It's not it's not clip it up. No, no,
Speaker 5: we do not do that.
Speaker 3: It's not the death of the video. But it just
Speaker 3: doesn't it doesn't make sense, right. And video is not
Speaker 3: the same as Google. It's not the same as Amazon,
Speaker 3: So is it overpriced and well a will a correction come?
Speaker 5: So that that that's the interesting part, right is it
Speaker 5: as important?
Speaker 4: Well if you take those companies, you say, if you
Speaker 4: take those companies and you look what they're a forward
Speaker 4: initiative is it's all in artificial intelligence, right, Like that
Speaker 4: is the thing Google is trying to figure out. They
Speaker 4: just said that we're doing away with bard Gemini is
Speaker 4: the new thing. We already know what Microsoft is done
Speaker 4: open AI. Apple is starting to tease something in their
Speaker 4: their jewel call. They're going to announce whatever their AI
Speaker 4: initiative is. You have the top seven that are pretty
Speaker 4: much relying on this company to deliver its chips so
Speaker 4: that it can produce that high level efficiency and that
Speaker 4: high level of innovation, and so they kind of need them, right.
Speaker 4: You kind of got to knock on their door if
Speaker 4: you want to move forward. So if you're one of
Speaker 4: those companies, it don't even matter if you're better or not.
Speaker 4: They need you until there's a competitor that that that
Speaker 4: comes through and says, all right, we have something that
Speaker 4: can perform at a similar, if not more efficient way,
Speaker 4: and the price point makes more sense. It's kind of
Speaker 4: like this vision pro versus versus the ocolus, right, Like
Speaker 4: there's a vast difference. It's a vast difference in pricing, right,
Speaker 4: but there's also going to be a vast difference in
Speaker 4: the overall function and quality of it and the expansion
Speaker 4: of it.
Speaker 5: And so I don't know if it has to be better.
Speaker 5: I just think as long as they rely on them,
Speaker 5: they're going.
Speaker 2: To be needed.
Speaker 4: And for the next two, three, four or five years,
Speaker 4: it's very clear that they're the company that's going to
Speaker 4: need it, and they're going to be the company that
Speaker 4: these companies call on, whether it be from Apple to Amazon,
Speaker 4: to Google to Microsoft, opening eyes inside that we're going
Speaker 4: to come and sit meta as well. They already told
Speaker 4: you that how many billions that they're spending. That's just
Speaker 4: what they're putting on. Who knows how much more they're
Speaker 4: going to spend. As long as they're needed, I could
Speaker 4: see them passing them. It wouldn't surprise me. It would
Speaker 4: not surprise me if they were to lead in.
Speaker 6: The next time. And Vidia is more important Amazon. I
Speaker 6: love Amazon. Dearly profit margins are thinner though. Let's look
Speaker 6: at some of the numbers. Forty four billion revenue for
Speaker 6: in video revenues of two hundred and five percent quarter
Speaker 6: over quarter, operated margins forty five percent.
Speaker 5: Profit margin is sixteen percent.
Speaker 6: All of the major companies on Earth are relying on
Speaker 6: them and the sector that matters the most to the
Speaker 6: United States of America.
Speaker 5: They have by the webolls, what are we talking about?
Speaker 6: Like, I wish Google would have innovated a lot of
Speaker 6: fast shot to everyone a Google corporate because I need
Speaker 6: you all right listen.
Speaker 5: I wish they would have innovated faster.
Speaker 6: I think Andy has done a great job at Amazon,
Speaker 6: but if we look at where you're skating to, where
Speaker 6: the puck will be going back to that gresspeek quote
Speaker 6: everyone in tech for the last three or four years
Speaker 6: when you had the Zerp initiative, people weren't applying as
Speaker 6: as much pressure in terms of innovation as they should.
Speaker 6: And then in Vidio came to take their launch three
Speaker 6: and a half years ago, AMD was at eleven shot.
Speaker 6: Everyone in redpan who got in at the time, it's
Speaker 6: up fifteen. That's now you put one thousand dollars in
Speaker 6: in video.
Speaker 4: This episode is brought to you by P and C Bank.
Speaker 4: A lot of people think podcasts about work are boring
Speaker 4: and sure, they definitely can be, but understanding of professionals
Speaker 4: routine shows us how they achieve their success, little by little,
Speaker 4: day after day. It's like banking with P and C Bank.
Speaker 4: It might seem boring to save, plan and make calculated
Speaker 4: decisions with your bank, but keeping your money boring is
Speaker 4: what helps you live or more happily fulfilled life. P
Speaker 4: and C Bank Brilliantly Boring since eighteen sixty five. Brilliantly
Speaker 4: Boring since eighteen sixty five is a service mark of
Speaker 4: the P and C Financial Service Group, Inc. P and
Speaker 4: C Bank National Association Member FDIC.
Speaker 5: Earners. What's Up?
Speaker 4: You ever walk into a small business and everything just
Speaker 4: works like the checkout is fast, the receipts or digital
Speaker 4: tipping is a breeze, and you're out the door before
Speaker 4: the line even builds Odds are they're using Square? We
Speaker 4: love supporting businesses that run on Square because it just
Speaker 4: feels seamless. Whether it's a local coffee shop, a vendor
Speaker 4: at a pop up market, or even one of our
Speaker 4: merch partners. Square makes it easy for them to take payments,
Speaker 4: manage inventory, and run their business with confidence, all from
Speaker 4: one simple system. If you're a business owner, or even
Speaker 4: just thinking about launching something soon. Square is hands down
Speaker 4: one of the best tools out there to help you start,
Speaker 4: run and grow. It's not just about payments, it's about
Speaker 4: giving you time back so you can focus on what
Speaker 4: matters most ready. To see how Square can transform your business,
Speaker 4: visit Square dot com backslash go backslash eyl to learn
Speaker 4: more that Square dot com backslash, go backslash eyl. Don't wait,
Speaker 4: don't let's Square handle the back end so you can
Speaker 4: keep pushing your vision forward.
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 Noman, 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.
Speaker 2: Will be protected. Sponsored by the United States Department of Homeldsecurity.
Speaker 6: Four years ago, you could have one hundred brand Now listen,
Speaker 6: the ones that move the market are going to range
Speaker 6: supreme and you usually have one player that is dominant
Speaker 6: per sector. Invested those and the few that did that,
Speaker 6: you would have made a lot of money. The even
Speaker 6: the margin is forty nine point three nine percent. The
Speaker 6: current ratio is three point five. This is a blockbuster company.
Speaker 6: This is like our like the our kids generation version
Speaker 6: of Microsoft or Apple. But at some point it has
Speaker 6: to pull back, right, Like, yeah, it's gonna pull back.
Speaker 6: It's gonna pull So it's not a situation where ten
Speaker 6: to fifteen percent, but that'd be a good buying point
Speaker 6: ten to fifteen percent, that would be a heavy drop, right,
Speaker 6: But that doesn't mean that.
Speaker 4: We don't believe in the company long term. A correction
Speaker 4: sometime is needed, right. We always talk about having a reset,
Speaker 4: when when companies have to go through this. When we
Speaker 4: start seeing it, we start seeing layoffs, We start seeing
Speaker 4: we'll talk about a little bit later. We start seeing
Speaker 4: exactly and CEOs selling shares. Right, we start to see
Speaker 4: those signs that usually means there's a pullback coming. That's
Speaker 4: not happening with in video. We've seen it happen with Amazon.
Speaker 4: We've seen it happen with Meta. It hasn't happened with
Speaker 4: in video yet. There's a couple of things that could happen.
Speaker 4: We start to see when when when companies are taking
Speaker 4: in large sums of money, do they start to offer
Speaker 4: a dividend?
Speaker 5: Do they have a split?
Speaker 4: A split willod we're starting to get into We're starting
Speaker 4: to get into that range where if it becomes a
Speaker 4: thousand dollars stock we saw that happen with Amazon, right,
Speaker 4: they never split, they got up to thirty four hundred.
Speaker 4: This becomes something that's not as obtainable to jump. Now
Speaker 4: we split one of five and videos is treading in
Speaker 4: that direction.
Speaker 2: Will they split?
Speaker 5: We'll see the.
Speaker 6: Difference between all of those businesses and insanities that we named,
Speaker 6: like how many boxes of wet wipes do you need
Speaker 6: to order for yourself. You don't need man wipes like
Speaker 6: three times a month like they They are actually probably
Speaker 6: one of the most important parts to the digital infrastructure
Speaker 6: of the country and the world.
Speaker 5: So while Google is.
Speaker 6: Really import I think they stress themselves to things with
Speaker 6: other products, and Vidia is really focused in on a
Speaker 6: couple of sectors and a couple of clients that matter
Speaker 6: the most of them, and that's why I think they're
Speaker 6: doing so well.
Speaker 5: Yeah, they're all important.
Speaker 4: Like I said, when we talk about Amazon, yes, from
Speaker 4: an e commerce point of view, but also from an
Speaker 4: a WUS cloud point of view, they're still a leader.
Speaker 2: Right.
Speaker 4: We talked about them going into healthcare, that adds another
Speaker 4: stem to to the umbrella. We talked about them going
Speaker 4: to automotives, which could be extremely disruptive for anybody in
Speaker 4: that space. Carvana, like all these companies that were relying
Speaker 4: or we have a certain.
Speaker 6: Amazon detloff strimp and the video Carmelo or what let's
Speaker 6: get that lift.
Speaker 5: That lift.
Speaker 4: First of all, that was a greazy that your wild
Speaker 4: for that shout to mellow Uh that lift.
Speaker 5: We're not they're not. It's not compair. We're not gonna
Speaker 5: use that lift. We gotta get somebody better than that
Speaker 5: lift don't do that.
Speaker 4: Yeah, okay, I mean that's a good hour you made.
Speaker 4: So if we take those two companies right, mellow would be.
Speaker 4: But here's a reality, and we had this argument before.
Speaker 4: This is a sports argument when you when it comes
Speaker 4: down to the history of Denver, there's only going to
Speaker 4: be one number fifteen that gets retired. So yeah, yeah,
Speaker 4: I mean in that sense, maybe here it.
Speaker 5: Is almost too big to fail at this point. It's
Speaker 5: feeling that way.
Speaker 4: But I think that goes to Shoty's apprehension of if
Speaker 4: it's too big to fail and one.
Speaker 5: Too big to call it too big to fail.
Speaker 6: When I told you how to get it into twenty
Speaker 6: two top of twenty three, you know, it's all about time.
Speaker 6: Like something goes up four or five x, you can't
Speaker 6: wait to make your primary position in then yeah, wait
Speaker 6: for a pullback and you'll be good.
Speaker 4: So we'll see Wednesday, we'll see uh and we even
Speaker 4: have to have the doarkment. We'll see very clearly they
Speaker 4: report after market on Wednesday, and so I'll be interested.
Speaker 5: I'll be sitting waiting to see what comes back.
Speaker 4: I'll be looking forward to the future guidance because we
Speaker 4: already heard from Meta or the amount of money they're spending.
Speaker 4: I'd be interested to see some of their other partners
Speaker 4: and what they'll be spending. I'm sure it's in the
Speaker 4: billions and hundreds of billions of dollars, so more revenue.
Speaker 5: I think there's an estimate with there.
Speaker 4: I think the APS, the difference in EPs of what's
Speaker 4: expected to what the actual might be, might be a
Speaker 4: difference of nine to ten.
Speaker 5: Dollars, which would be that's ridiculous.
Speaker 2: That's ridiculous.
Speaker 4: If you beat it by three cents, great, beatated by
Speaker 4: nine to ten dollars is out of this wild and
Speaker 4: they've done it already.
Speaker 2: So we'll see an.
Speaker 1: Illegal alien from Guatemala charged with raping a child in Massachusetts,
Speaker 1: an MS thirteen gang member from Al Salvador accused of
Speaker 1: murdering a Texas man of Venezuelan charged with filming and
Speaker 1: selling child pornography in Michigan. These are just some of
Speaker 1: the heinous migrant criminals caught because of President Donald J.
Speaker 1: Trump's leadership. I'm Christy nom the United States Secretary of
Speaker 1: Homeland Security. Under President Trump, attempted illegal border crossings are
Speaker 1: at the lowest levels ever recorded. And over one hundred
Speaker 1: thousand illegal aliens have been arrested. If you are here illegally,
Speaker 1: your next you will be fine nearly one thousand dollars
Speaker 1: a day, imprisoned, and deported. You will never return. But
Speaker 1: if you register using our CBP home app and leave now,
Speaker 1: you could be allowed to return legally. Do what's right.
Speaker 4: Leave now.
Speaker 1: Under President Trump America's laws, border and families will be protected.
Speaker 2: Sponsored by the United States Department of Homeland Security,