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
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Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
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Speaker 2: Sponsored by the United States Department of Homeland Security.
Speaker 3: Let's talk about AMD launching a competitive chip to in video.
Speaker 4: Will they be able to overtake Nvidia this year or next? So?
Speaker 3: Obviously in video has led the race, especially this year
Speaker 3: when it comes to chips. So AMD is, you know,
Speaker 3: probably their second number runner up. Yeah, do anything. So, yeah,
Speaker 3: let's talk about the new product and will they be
Speaker 3: able to take the crown from in video.
Speaker 5: I don't know if they'll be able to take the
Speaker 5: crown per se, but it was necessary for them to
Speaker 5: have a competitive offering. We've seen this in with excuse me,
Speaker 5: with Chat GPT, then Google Bar came out. Google Bar
Speaker 5: probably won't surpass Chat GPT, but you have to at
Speaker 5: least have an offering. AMB chips are amazing, especially on
Speaker 5: a gaming side.
Speaker 6: I love in video.
Speaker 5: I've been using their chips for like maybe three or
Speaker 5: four years. But their CEO I love though. That's why
Speaker 5: I said, like when she was like starting to sell
Speaker 5: off some of her shares, I wasn't concerned, but if
Speaker 5: she steps down, I'll get concerned. D in about AMD,
Speaker 5: but they had to put out a competitive product to
Speaker 5: at least keep the evaluation high enough and also for
Speaker 5: this hyper growth to happen in the stock as well.
Speaker 5: So I think it was well time, well played, and
Speaker 5: they've been battling for a while for a few years,
Speaker 5: like AMD was in the league in terms of perception
Speaker 5: and then Nvidio just ramped everything up. So there's been
Speaker 5: a great joustond match between in video and CEO and AMDs.
Speaker 6: I think it was well played.
Speaker 5: They'll be the number two player in the space for
Speaker 5: a while, but it was definitely needed. So like an
Speaker 5: Intel or TSM didn't put out a product and it
Speaker 5: would be in a second place.
Speaker 4: So it was well played.
Speaker 7: Yeah, I think they're number two, and that's okay. It's
Speaker 7: okay to be number two, especially when we talk about
Speaker 7: being one or two in your in your sector, and
Speaker 7: this is like a subsector when we talk about semiconductors.
Speaker 7: But like you said, I think the most important thing
Speaker 7: is that they didn't rush.
Speaker 6: Yep.
Speaker 7: So when we talk about timing chat GBT becomes a
Speaker 7: real conversation. February March, we start to see and videos
Speaker 7: start to pick up. Obviously it's had a crazy year.
Speaker 7: They didn't rush, right, This wasn't they took their time.
Speaker 7: It wasn't like what Microsoft says, Hey, we're we're invested
Speaker 7: in opening I open AI and Google says all right,
Speaker 7: well here comes our version. And it was rushed and
Speaker 7: there was mistakes and now you got to go back
Speaker 7: to the drawing board and see how we can correct bart.
Speaker 6: It's okay to be number two. Will they pass them
Speaker 6: this year?
Speaker 4: No?
Speaker 7: What it does do is now it's like, okay, if
Speaker 7: these are the clear cut favorites, who else can be
Speaker 7: a part of this conversation now? And so you start
Speaker 7: looking at and we talked about this AI as a company.
Speaker 6: If you even look at Oracle, Oracles, how a hell
Speaker 6: of them?
Speaker 7: Like I was surprised during this if you look at Oracle,
Speaker 7: this is like and when we talk about these just
Speaker 7: storewarth companies that have been here for a while. Larry Ellison,
Speaker 7: one of the wealthiest people in the world, one of
Speaker 7: the best CEOs, one of the best CEOs. The company
Speaker 7: just has quietly when we're talking about software enterprise, it's
Speaker 7: quietly going on a run fifty percent of this year.
Speaker 7: And it's because they're figuring out how they incorporate AI
Speaker 7: inside of what they're doing already. Yeah, and so AMD
Speaker 7: and video clear cut favorites. But especially for people who
Speaker 7: are listening and watching, look at the companies who have
Speaker 7: been around for a while, not Intel, We're trying to
Speaker 7: figure out how we incorporate this because we already know
Speaker 7: they have the capital and they have the longevity, they
Speaker 7: have the infrastructure and the infrastructures there we talked about IBM.
Speaker 7: We were in Toronto, like be onok. These companies are
Speaker 7: going to figure out a way because they have the
Speaker 7: enterprise from a software standpoint, the clienteles, their infrastructures, their.
Speaker 5: Infrastructures, capitals there fitzcloud computing well exactly as well played.
Speaker 5: And I think we should kill like a little index
Speaker 5: of like companies that are quietly executed, because even AMD
Speaker 5: AMD went from what sixty to I think now is
Speaker 5: that one twenty.
Speaker 6: It got down here. It was that sixty seven dollars that.
Speaker 5: Was a steal at the time, now to be at
Speaker 5: one to twenty probably in the year round one third.
Speaker 5: But the companies that are being really quiet, those are
Speaker 5: the ones you need to keep your eyes on. The
Speaker 5: ones that are making announcements all the time or ended
Speaker 5: up in like the Reddit forums as the next hot thing,
Speaker 5: they usually don't make it. But Oracle surprise me, they're
Speaker 5: so all the compete. Will Microsoft on the zor side
Speaker 5: a little bit more so? That is a dark horse
Speaker 5: in an AS space for sure.
Speaker 4: I mean it's never okay to be number two.
Speaker 6: Talk that talk tell us a lot. No no, no for them,
Speaker 6: for them.
Speaker 7: Of course you want to be number one, But I'm
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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 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 Nohm, 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: 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.
Speaker 2: Will be protected sponsored by the United States Department of
Speaker 2: Homeland Security.
Speaker 7: Right, if we talk about the top two companies in
Speaker 7: the world, and we're talking about now too and not too,
Speaker 7: is it okay that your Microsoft and Apple's number one?
Speaker 3: Oh, it's not okay, Like I said, it's it's are
Speaker 3: you Are you gonna kill yourself?
Speaker 7: No?
Speaker 4: Are you gonna like you know, dismantle your company?
Speaker 5: No?
Speaker 3: But don't think for a minute like business is more
Speaker 3: competitive than anything in the world. So don't think for
Speaker 3: a minute that any company is satisfied with being number two.
Speaker 3: And if they are in their SEO, it should be fired.
Speaker 3: Until now there has to be a number. There has
Speaker 3: to be a number two, right, it's just everybody can't
Speaker 3: be number one. But I just want the entrepreneurs as
Speaker 3: to understand that that's it. You could never you should
Speaker 3: never be okay with being number two. Now you might
Speaker 3: be number two, right, and you tried your hardest, and
Speaker 3: that's all you can be is number two. But you
Speaker 3: shouldn't be satisfied with just being number two.
Speaker 4: Correct.
Speaker 7: So again, and just so we're clear, I'm not saying
Speaker 7: entrepreneurs that's different. Right, I'm talking about these megacap enterprises.
Speaker 7: So when I'm looking at a Microsoft and I'm taking
Speaker 7: us to talk about AMD and video, right, here's what
Speaker 7: you risk, right when you are the number two in
Speaker 7: the space. Not saying that you should not strive to
Speaker 7: be number one, right, that should be the goal. But
Speaker 7: what you risk is making a crucial mistake that now
Speaker 7: takes you out of that position. Right, And so you
Speaker 7: try to make something and you rush. That's why I
Speaker 7: said timing is so important because they took their time.
Speaker 6: It took three months.
Speaker 7: They might have been working on a product before they
Speaker 7: said all right here it is to the public. What
Speaker 7: could happen is that they put something out, they rush it,
Speaker 7: it goes bad. Now forget numbers. You're not even in
Speaker 7: the top two in the sector. You might fall out
Speaker 7: of the top five in the sector. Right, So when
Speaker 7: we're talking about number if you're in the top two,
Speaker 7: that means that you could be number one safety right,
Speaker 7: you elevated yourself from the rest of the pack.
Speaker 3: At the highest levels of the world, they're not happy
Speaker 3: with being number two. It doesn't matter if you're a
Speaker 3: local entrepreneur or China who's number two, who wants to
Speaker 3: be number one arguably, or or like I read Steve
Speaker 3: Jobs book, I understand how he felt about Microsoft.
Speaker 4: He was very about Microsoft.
Speaker 3: So don't ever think that just because the company is
Speaker 3: a trillion dollar company or somebody's a billionaire that they're
Speaker 3: comfortable like at the highest level, damn, they fighting harder
Speaker 3: than anybody to become number one.
Speaker 4: Everybody wants to be number one. AMD was a.
Speaker 6: Dollar for such a long time. Twenty eighteen.
Speaker 5: I think their stock was at twenty seven bucks and
Speaker 5: they were the darling tax stock to invest in. And
Speaker 5: that in it past them. They're going to jockey back home.
Speaker 5: Same with Lebron.
Speaker 7: They've been in the peak position before, yeah, right, and
Speaker 7: they want to get there or they could be into.
Speaker 6: Know what I'm saying is right, you make that mistake.
Speaker 5: Oh yeah, Intel got so comfortable, and there's a whole
Speaker 5: bunch of those companies that have just historically gotten comfortable
Speaker 5: with their gains. Going back to the complacency thing, because like,
Speaker 5: if you start to slide down that leader board, people
Speaker 5: end up passing you up and you can't always get
Speaker 5: that fire back from the retail side or the hedge
Speaker 5: fund side to one. And also if the products are
Speaker 5: not good, like have any of us in here use
Speaker 5: the Intel product the last five years?
Speaker 4: Chill into you.
Speaker 6: These are my thoughts, my views.
Speaker 3: So that's why E Y L Market Monday's number one.
Speaker 3: And that's and that's difficult. If I've made your money,
Speaker 3: please put yes and chat And that's difficult to handle.
Speaker 3: And I'm sure a lot of people want the spot,
Speaker 3: but they.
Speaker 6: Work is but they've got to be okay to be
Speaker 6: a number two.
Speaker 7: What I was saying, hey, Mike, what you're saying, and
Speaker 7: I'm not saying they shouldn't strive to be number one,
Speaker 7: but some it.
Speaker 4: Is what it is.
Speaker 5: All information is that listen, get rich off your own
Speaker 5: information first before everybody try and.
Speaker 4: Go teach that's a fact. How about that? Yeah? Try
Speaker 4: that one.
Speaker 6: You want to slide to to an argument of one
Speaker 6: and two. He's just been sliding. Slid man.
Speaker 8: Von my graduates from my school being forced bad drop
Speaker 8: bag drop Mike, drop back, drop drop.
Speaker 1: An illegal alien from Guatemala charged with raping a child
Speaker 1: in massachue U. An MS thirteen gang member from Al
Speaker 1: Salvador accused of murdering a Texas man of Venezuelan charged
Speaker 1: with filming and selling child pornography in Michigan. These are
Speaker 1: just some of the heinous migrant criminals caught because of
Speaker 1: President Donald J. Trump's leadership. I'm Christy nom the United
Speaker 1: States Secretary of Homeland Security. Under President Trump, attempted illegal
Speaker 1: border crossings are at the lowest levels ever recorded, and
Speaker 1: over one hundred thousand illegal aliens have been arrested. If
Speaker 1: you are here illegally, your next you will be fined
Speaker 1: nearly one thousand dollars a day, imprisoned, and deported. You
Speaker 1: will never return. But if you register using our CBP
Speaker 1: home app and leave now, you could be allowed to
Speaker 1: return legally. Do what's right. Leave now. Under President Trump
Speaker 1: America's laws, border and families will
Speaker 2: Be Protected sponsored by the United States Department of Homeland Security,