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Speaker 3: Switching gears a little bit. N video reported last week
Speaker 3: that was the news of the last week, and this
Speaker 3: stock is going down ever since.
Speaker 2: Well, it was, it was, it was, it settled, and
Speaker 2: then it opened, and it tanked a little bit, and
Speaker 2: then it closed. There was like a miraculous rally at
Speaker 2: the end of Friday and it got back up to
Speaker 2: one twenty six and then today, yeah, roller coaster ride again.
Speaker 3: So yeah, so we're seeing we're seeing the whole chip sector.
Speaker 3: In video Hoover run around one sixteen, we see smates
Speaker 3: down the TSM is down twenty TSM is actually in
Speaker 3: bear territories, yes, and you all of these things are
Speaker 3: down bro Co yep so and as the broader stock
Speaker 3: markets continue to going down and brought it, uh, Nasdaq
Speaker 3: has going down as well. So in video is pretty
Speaker 3: much video negative the other day like eleven Yeah, yeah,
Speaker 3: it's been free falling for a while. So where are
Speaker 3: we at with in video?
Speaker 1: You should listen to what I tell you. Some shit
Speaker 1: gonna fall apart. Shot to stock club if you want
Speaker 1: to know where the price would to get in and
Speaker 1: go to eninvest dot com. Most people in stock club
Speaker 1: not the real price. I see it's getting below one
Speaker 1: oh five. Might want to look to invest there. But okay,
Speaker 1: public service announcement, the chip trade is over. It's done.
Speaker 1: It's a good investment. I'm gonna be real. It's a
Speaker 1: great investment long term. But for everyone who missed out
Speaker 1: in the last two years, you're not going to get
Speaker 1: seven hundred percent return off of this trade anymore. And
Speaker 1: there's a lot of geopolitical concern about if they're smuggling
Speaker 1: chips in China. We have to have a real conversation.
Speaker 1: While he's focusing on tariffs, that don't matter. We have
Speaker 1: a war, a technological war going on with China.
Speaker 3: We could lose.
Speaker 1: You've seen a Chinese stock start and take off, and
Speaker 1: hedgephones are rotating to potentially get in.
Speaker 2: About well, that's why I don't think the trip trade
Speaker 2: is done.
Speaker 1: It's only gonna be a few playing and video is
Speaker 1: one of the ones that are gonna do well.
Speaker 2: So they're they're gonna be playing, they're gonna be good.
Speaker 2: So I won't go that far. I don't think it's done.
Speaker 2: I think what we're seeing. Obviously, we talked about how
Speaker 2: the FED has an impact on the market. There was
Speaker 2: supposed to be two rate cuts, now that it might
Speaker 2: be one. The lingering tariffs on these countries is weighing
Speaker 2: on the economy, Like if we're gonna like that, weighs
Speaker 2: on the economy. Deep Seat still had an impact. Even
Speaker 2: when we were talking about the conversation at Conegie Hall
Speaker 2: backstage with some of the leading people in AI, we
Speaker 2: could say it had an impact, had an impact, but
Speaker 2: it was real threat, but it was overblown.
Speaker 1: It was overblown, but it was a trojan horse. The
Speaker 1: real concern is all of China teaming up together at
Speaker 1: the right time to toward how well we're doing.
Speaker 2: And here's what I'm thinking. And hit me the other
Speaker 2: night when we talked about all these these CEOs going
Speaker 2: to the White House to speak, and we were like,
Speaker 2: you know, Zuckerberg was there, right, and he was there,
Speaker 2: everybody was there, and then Jensen Way, and I'm thinking
Speaker 2: to myself, like, why these guys going, Why these guys going?
Speaker 2: At some point, do you think they discussed tariffs to China?
Speaker 2: Because what they have to right this is probably like
Speaker 2: one of the prime conversations that happened. When I looked
Speaker 2: at the ecosystem of the Video prior to the Biden
Speaker 2: administration putting a band on advanced ships going to China,
Speaker 2: I was twenty percent of their business.
Speaker 3: That's a huge part of it.
Speaker 2: So now think about that's over the past three years
Speaker 2: and Video has had this run without that China component in.
Speaker 2: Can you imagine what that looks like when you get
Speaker 2: some of that business back, even if it's not the
Speaker 2: rule bind, even if it's not black Well, we still
Speaker 2: try to figure out how the hopper gut in there,
Speaker 2: two hundred thousand of them, allegedly. We don't know how
Speaker 2: I got in there, right, We got to figure that
Speaker 2: part out. But I know he's saying ten percent and
Speaker 2: then he's had another ten percent. But at a certain point,
Speaker 2: the president is a business man and he has to
Speaker 2: know that he has these tarrice in places. Yes, you're
Speaker 2: trying to make a stand, but you're hurting American's greatest companies.
Speaker 2: Apple's going to be affected and Vidio is going to
Speaker 2: be affected. Microsoft and we've seen it, we seen them
Speaker 2: pull back. They're going to be affected. So I don't
Speaker 2: think the trip trade is done. I think we got
Speaker 2: to figure this out right, Like I think the tab
Speaker 2: is going to effect tomorrow for Mexico and Canada. Yeah,
Speaker 2: and I think the China want to start this week
Speaker 2: as well.
Speaker 1: Why are we selling our greatest technology to China unless
Speaker 1: we know the game's over anyway, that's the point we
Speaker 1: have to talk about. If you want to ship Blackwell
Speaker 1: and our best chips to China, it's one or two scenarios.
Speaker 1: Either Jensen doesn't care about America, which isn't true for
Speaker 1: the record, or a lot of people on the inside
Speaker 1: not that America trade is over and we got to
Speaker 1: get every dollar we can hint to five million dollar
Speaker 1: citizen card. This is real global business war, right, and
Speaker 1: if bricks trade is heating up, that's why Zelenski got
Speaker 1: so much heat. There's a lot of yea, like the
Speaker 1: DeepC thing, like you said, was overblown. I think the
Speaker 1: concern is if that that Big seven in China, can
Speaker 1: they beat our Big seven and right now is looking
Speaker 1: like yees.
Speaker 2: So that would be the thing where where would be
Speaker 2: the spend if it's not coming from American business that
Speaker 2: you'd have like China would be that place.
Speaker 3: Right.
Speaker 2: You're not looking at India just yet, not your EU,
Speaker 2: not really, Africa is not doesn't have the infrastructure, so
Speaker 2: you're kind of a looking at that space. Right if
Speaker 2: we look at where all those Max sevens are spending, right,
Speaker 2: we had that chart. I think he posted it where
Speaker 2: that capex is going. I mean there's a clear sign
Speaker 2: that is pointing to this company yep. That goes by
Speaker 2: the name of the video. I think Microsoft is over
Speaker 2: twenty billion last yeah, insane, like everybody is coming. So
Speaker 2: I don't think that trade is over Yes, there's been
Speaker 2: some pullback, but it's one of these things when you
Speaker 2: talk about growth over a quarter of seventy nine.
Speaker 3: And that's not good well, I think the trade is
Speaker 3: like as far as the entire semispace.
Speaker 2: Right, and but they lead that they go then.
Speaker 3: You have to look at it from this standpoint like, okay,
Speaker 3: and videos down twenty five percent from is high? Right?
Speaker 3: Do you think in four years it'll be higher than
Speaker 3: it is today? Yes, then that would be a good investment.
Speaker 3: Now do you think in six months? We don't know
Speaker 3: what's going to happen six months, three months, So if
Speaker 3: you're trading it, you have to be careful because long
Speaker 3: term projections are positive. You would have to think that
Speaker 3: if you invest now, it's a good investment for sure,
Speaker 3: because that's going to double at some point.
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