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: What are the top performing tech stocks in the first
Speaker 3: half of twenty twenty three.
Speaker 4: I've been waiting for this all week, So the first
Speaker 4: half of the year things have done pretty well.
Speaker 5: In video of one hundred and ninety percent.
Speaker 4: Yes, Mark Zuckerberg put on he took out forty five,
Speaker 4: he put back on his twenty three jersey. Been in
Speaker 4: the zone. I can't lie. Matters up one hundred and
Speaker 4: thirty eight percent. Telsa's up one hundred and thirteen percent. Troy,
Speaker 4: you talked about this one being a stock of the year.
Speaker 4: Amazon is up fifty five percent, Apple is up fifty
Speaker 4: Netflix is up forty nine, Microsoft is up forty three
Speaker 4: and Google is up thirty six percent for the year
Speaker 4: as well.
Speaker 5: So the big message I want to give is, even.
Speaker 4: Though there's a lot of discussion week to week, day
Speaker 4: to day on the news outlets about what companies matter,
Speaker 4: it's the same five to eight companies that matter the most,
Speaker 4: and the ones the people that held the most are
Speaker 4: the ones who end up getting the biggest gains in
Speaker 4: video is one that I was screaming about all last
Speaker 4: year on top of this year. So for those of
Speaker 4: you who are still in it, I'm very proud of you.
Speaker 4: But I think the lesson here is not to try
Speaker 4: and sect or rotate or chase the news that you
Speaker 4: may see on CNBC and just to focus on the
Speaker 4: ones that are producing quality games and that has an
Speaker 4: edge in this new generation. Like the old tech model
Speaker 4: is over, the social media model is dead, and of
Speaker 4: course with the innovation of AI and video, AMD are
Speaker 4: going to be some major players. But if you miss
Speaker 4: out on those apples still printing fifty two per Microsoft
Speaker 4: is up forty three, Meta has done incredibly well, and
Speaker 4: of course Bitcoin has made a great surge as well.
Speaker 4: I don't know if you want to classify that as tech,
Speaker 4: but bitcoin has had a hell of a return this year.
Speaker 5: I got I'm gonna run down some more tech, right.
Speaker 6: Those are those are the major players, but there's there's
Speaker 6: some other ones inside of tech that are having incredible years.
Speaker 6: Let's start with cybersecurity power Alco up eighty three, semi conductors,
Speaker 6: AMD up seventy six percent, Salesforce up sixty percent, Broadcom
Speaker 6: up fifty five percent, four Inite up fifty four percent,
Speaker 6: LAMB Research up fifty three percent, on semi conductor up
Speaker 6: fifty one percent. We're talking about real numbers, right, and
Speaker 6: so like, even if you weren't inside of the.
Speaker 5: Big core five or six, there was still.
Speaker 6: Games and we'll talk about another one later on tonight,
Speaker 6: that there's still opportunities for games. Right, when we talk
Speaker 6: about technology and we talk about SEMIS, I mean we've
Speaker 6: covered it extensively and we will continue to there's places
Speaker 6: inside there. There doesn't have to be a sector rotation.
Speaker 6: Every time that you hear that on the news, like,
Speaker 6: stick to your script, stick to your plan, and stick
Speaker 6: to the things you know.
Speaker 4: Stick to the power systems. They were up fifty percent.
Speaker 4: Like Carnival Cruise longs.
Speaker 5: You can bring them up. I'm still not a fan
Speaker 5: of them, but you can't deny the games.
Speaker 4: They've been up. I think almost ninety percent. This year
Speaker 4: was a rebound year. The interesting part is while all
Speaker 4: of those are up, the Dow is up three percent
Speaker 4: for the year, right, unbelievable. So like at the top
Speaker 4: of your I was saying.
Speaker 5: That we were going to be flat.
Speaker 4: That was relatively flat. The S and P has not
Speaker 4: moved that much. Outside of those eight the SFP's up
Speaker 4: fourteen percent. Yeah, I think it'll pull back maybe August,
Speaker 4: so not a lot. But it's really interesting that the
Speaker 4: Dow has not moved. But that's because of the waiting
Speaker 4: how the Dow is constructed that they haven't had more gains,
Speaker 4: And I think at some point that needs to change.
Speaker 6: Yeah, and then we got we got nastak. I think
Speaker 6: up at twenty seven percent.
Speaker 4: It's cooking, yeah, two index, no stress.
Speaker 5: Yeah, think about that though.
Speaker 6: Right like last year, at this time, we were looking
Speaker 6: at the nastack down thirty percent.
Speaker 5: And so that's when we talk.
Speaker 6: About being in the game and thinking from a long
Speaker 6: term perspective from investing.
Speaker 7: This is what we're talking about.
Speaker 6: In one year, you watch something be down thirty percent
Speaker 6: and now come back a year later it's twenty seven percent,
Speaker 6: but you know, good signs of showing that there's still
Speaker 6: more growth to happen, Which was the.
Speaker 5: Ideal time to buy?
Speaker 4: Like if the SMP is down like fourteen to twenty percent,
Speaker 4: and now's that because down like twenty five percent, that's
Speaker 4: really an ideal time to buy.
Speaker 5: And that's why I always tell everyone who's listening, like, don't.
Speaker 4: Get dissuaded by the news to not invest, Like when
Speaker 4: things are at its worst and you're hearing all the
Speaker 4: negative news, that's an ideal time to buy. Like, and
Speaker 4: most importantly, it's just consistently buying and blocking out the
Speaker 4: noise is more key than anything, because I hate when
Speaker 4: people are incredibly optimistic to buy at the top of
Speaker 4: the market, and I'm like, that's not the time to buy.
Speaker 5: Last year was the time to like load the boat.
Speaker 5: We're in a.
Speaker 4: Cycle of acquisition and now that you know, AI has
Speaker 4: become like the new NFT or new crypto rally as
Speaker 4: a result, the market's want up and hell of a lot. So.
Speaker 4: But the biggest lesson I want everyone to take away
Speaker 4: from this is pick four that you love, hold on
Speaker 4: to them for their life, and pour money into them
Speaker 4: every month.
Speaker 5: Do it, put it, put it in chat. Investment is easy.
Speaker 7: Yeah.
Speaker 3: Also, if anybody remembers, I'll go back to this again.
Speaker 7: The presidential cycle.
Speaker 5: Mm hmm.
Speaker 3: Remember we spoke about this. We spoke about this. We
Speaker 3: spoke about like three different times. Put yes in chat.
Speaker 3: If you remember when we spoke about the presidential.
Speaker 5: Copyright ahead.
Speaker 4: Drip report by Dunlap coming something.
Speaker 7: So you know, we spoke about this.
Speaker 3: And it's crazy because during the historical information for the
Speaker 3: presidential cycles, the second year is usually the worst for
Speaker 3: stock market, the second year of a presidency, the third,
Speaker 3: the third year is the best, and then it kind
Speaker 3: of cools off a little bit going into the fourth year.
Speaker 3: So it's crazy because that's actually what that is happening. Yeah,
Speaker 3: And it's almost like right around the time it was like,
Speaker 3: you know, around like early spring, first quarter to late
Speaker 3: fall is the bear earners.
Speaker 7: What's up?
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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 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 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 at
Speaker 2: Homeland Security.
Speaker 3: Run like I mean a bull run, like a really
Speaker 3: big bull run. Historically, it's actually played out exactly how
Speaker 3: history has dictated in the past, which is kind of
Speaker 3: crazy if you think about it, because we actually spoke
Speaker 3: about it multitude.
Speaker 4: I think even Caleb talked about it as well. I
Speaker 4: think one of the guests may maybe Peter talked about
Speaker 4: it as well. We went over to art your charge
Speaker 4: your chart guy.
Speaker 5: Oh yeah, yeah, jac shot to Jac Yeah, he went
Speaker 5: over it as well.
Speaker 7: He went over the chart. He actually showed the chart when.
Speaker 6: Everybody was saying, hey, this is not a bull run.
Speaker 6: This is not a bull run. There's gonna be a
Speaker 6: band market coming. And he's showing us otherwise and saying, look,
Speaker 6: I don't make these things out. I'm just looking at
Speaker 6: the data and what it's showing. And the data has
Speaker 6: been correct. That's well, here's the thing I want the
Speaker 6: audience to know. Also, July is like one of the.
Speaker 4: Best months to buy stocks as well, so like even
Speaker 4: in the first fifteen days, like we should get a
Speaker 4: nice run. But like most stocks that are publicly traded
Speaker 4: and most funds that buying them are buying them in
Speaker 4: like long only strategies, meaning they're not shortened.
Speaker 5: So even when Apple hit we'll talk about it later.
Speaker 4: The evaluation of three trillions, some people are like, well,
Speaker 4: should be shorter now, and I'm like, for what with
Speaker 4: ninety percent of the funds that are buying it are
Speaker 4: buying it long only. There are some stocks you could short,
Speaker 4: like if you look at the worst performance.
Speaker 5: Stocks ap ets, CBS, truest.
Speaker 4: Financial corporation, you can short those, But the ones that
Speaker 4: are printing fifty percent, seventy percent, there are funds that
Speaker 4: are only putting money into them on the long term side,
Speaker 4: in the same cycles that you see like in let's
Speaker 4: say the NBA, there's only maybe eight what Rashot and trum,
Speaker 4: maybe eight or nine teams historically that are gonna win
Speaker 4: titles year over year. You want to act as if
Speaker 4: that the Indiana Pacers have a chance to win. Shout
Speaker 4: out to Indiana paces as my hometown right a home state,
Speaker 4: But the pace I win the title this year. So
Speaker 4: in the same fashion, these same cycles work over and
Speaker 4: over again. There's best months to buy, best months to
Speaker 4: stay away, best months of short. It is your job
Speaker 4: to follow the information here and take advantage of it
Speaker 4: so we can make your money.
Speaker 7: I will say this also that.
Speaker 3: Remember when I said I said a while ago when
Speaker 3: tech was going crazy and after the pandemic, and I'm like,
Speaker 3: this is overinflated and it's going to come down. And
Speaker 3: right after that it came down. I don't think we're
Speaker 3: at that point now, but we're fastly approaching. You have
Speaker 3: to understand when things start to not make sense anymore,
Speaker 3: and when something's not sustainable, even AI, well, AI is
Speaker 3: here to stay. But I'm just saying just to hype
Speaker 3: around it for companies to just go up fifty eight percent,
Speaker 3: one hundred and twenty percent. It's not sustainable. This is
Speaker 3: not so we will see a pullback in tech for sure.
Speaker 3: For sure.
Speaker 5: And I want to pre recorded shows.
Speaker 7: Uh huh?
Speaker 5: Can we open a lot Marina back up a song? Boy?
Speaker 3: Hey, So, so I say that to say, just you
Speaker 3: have to be patient. I know if you missed, if
Speaker 3: you missed this run, I mean, it's not like it's
Speaker 3: you can steal it. But you never want to buy high.
Speaker 3: You never want to buy at a fifty two weeks high.
Speaker 3: That's that's it. That's important. Unless your dollar cost averaging,
Speaker 3: then it doesn't matter. But if you just want if
Speaker 3: you just you don't want to try to time the
Speaker 3: market and put money in at the high, so you
Speaker 3: will you will have an opportunity to put money into
Speaker 3: the market.
Speaker 7: But you just have to be patient. It's true. You
Speaker 7: must practice patients. It's true.
Speaker 5: I'll be I'll be like one hundred percent transparent.
Speaker 6: Like this Tesla run that has been on over the
Speaker 6: past two months, I wasn't in and I've been trying
Speaker 6: to like just be patient with it.
Speaker 7: Like I have shares of it.
Speaker 6: Obviously I'm making money on that side, but you know,
Speaker 6: I like to do like leaps in the options and
Speaker 6: the timing hasn't.
Speaker 5: Been right for it, and so I just got to its.
Speaker 6: Yeah, every time, I'm like, I'm like, nah, to say't it,
Speaker 6: to say the time to saint the moment. But that's
Speaker 6: something you have to learn. Like there have been times
Speaker 6: in the past where it was like I'm going to
Speaker 6: catch this thing on the way up and then it
Speaker 6: goes up and then huge, huge slide, right, And so
Speaker 6: this is one of those times whe're experiencing patience and
Speaker 6: discipline comes into work and now it works in your favor.
Speaker 6: It's like, I'm happy for everybody that is in Tesla,
Speaker 6: Like it's a company that I believe and it's.
Speaker 7: Why I have shares in it.
Speaker 6: But watching people like wins like that's dope, and in
Speaker 6: the back of your mind like all right, that's great,
Speaker 6: I missed it. That's cool. Where I gotta be cool
Speaker 6: with that. I'll have wins because we in this game
Speaker 6: for a long time.
Speaker 4: Yeah, And for those who are investing long term, just
Speaker 4: hold on for ten years.
Speaker 5: Block out all noise.
Speaker 4: One of the biggest mistakes I see people is taking
Speaker 4: in too much information, trying to get a confirmation bias
Speaker 4: one way or another. When if you just let the
Speaker 4: EQUI sit in your portfolio and add to it, you'll
Speaker 4: have Like how many people do we know that probably
Speaker 4: have been watching the show for a year and a half,
Speaker 4: two years and still haven't executed yet because they're afraid
Speaker 4: or taking in too much information when you could have
Speaker 4: just had the gains if you would have just applied
Speaker 4: the information.
Speaker 5: So my biggest suggestion to everyone, I.
Speaker 4: Mean even and the reason why I love Apple, and
Speaker 4: when they even close above the three three trillion valuation,
Speaker 4: like they're still printing amazing games.
Speaker 5: Like if you have a big for those of you
Speaker 5: have more money, let's.
Speaker 4: Say you want to put one hundred thousand into the market,
Speaker 4: five hundred thousand, you're like, where's the safe place. Apple's
Speaker 4: going to give you the slowest and smallest drawdown of
Speaker 4: any big company and you'll still be able to have
Speaker 4: predictable gains out of that. So if you're working with
Speaker 4: a smaller account, you may want to pick something more
Speaker 4: volatile if you will, to try and get a game there.
Speaker 4: But if you have less money, and that's an Apple
Speaker 4: our safeway. So regardless of any market, as Jim Kramer
Speaker 4: will say, there's a bull market somewhere.
Speaker 8: My graduates from my school being forced back drop bag dropdroproft.
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 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 will be protected.
Speaker 2: Sponsored by the United States Department of Homeland Security,