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Speaker 1: What's the best research tools to follow for people that

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Speaker 1: want to, you know, learn about investing.

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Speaker 2: If you want to know how to follow the money,

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Speaker 2: it's three sites that I love. One is fintail dot io,

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Speaker 2: no relationship, no affiliate anything, just fintail dot io and

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Speaker 2: go to institutional ownership. It's one of my favorite sites

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Speaker 2: to see where big money is going. Number two is

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Speaker 2: money flows dot com and then number three is Old

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Speaker 2: school value dot com. So those three are the three

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Speaker 2: that I look at every week to see where the

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Speaker 2: big money is flowing in and out of. So when

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Speaker 2: you talk about circular investment and set the rotation, you

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Speaker 2: can start to see where the money is flowing there

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Speaker 2: first by using those three intendo.

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Speaker 3: I'll give three, uy lu please bear with me. I know,

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Speaker 3: like this is something we've been using. Investors Business Daily

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Speaker 3: is an incredible site. Use that every single day so

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Speaker 3: you can outpha Barians, Wall Street Journal, Stimize, and there's

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Speaker 3: a few others, but I won't give those lections. Yes,

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Speaker 3: but that that is that is a good core right there,

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Speaker 3: Follow the money, file the.

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Speaker 1: Money, and then I'll give Because what we're not going

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Speaker 1: to do is act like we haven't already, Like we're

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Speaker 1: not gonna play this game. The book is called You

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Speaker 1: Deserve to Be Rich. The show is called Earn Your Lesia,

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Speaker 1: and it's also called Market Mondays. The institutions if you

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Speaker 1: want to be part of a community is called Red

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Speaker 1: Pin at e Y University. We're not going to act

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Speaker 1: like we haven't already created the answer, the answer, the answer,

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Speaker 1: the answer. There's a time to be modest, but we're not.

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Speaker 1: What we're not going to do is look past the

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Speaker 1: solutions that we've already curated.

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Speaker 4: Yep, talk to them. Battle or the Best?

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Speaker 3: Mm hmm, let's run it down, all right, Well, I'll

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Speaker 3: run it down for you, Ian and this is this

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Speaker 3: is tough, and maybe we all go back and forth

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Speaker 3: with it really quickly.

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Speaker 4: We got the battle of the best, Micron versus Palatil.

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Speaker 5: You got.

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Speaker 2: I'm going with Micron for sure, not only for political

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Speaker 2: reasons and spiritual reasons, but just pure return.

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Speaker 5: I'm leaning on Micron. What about you?

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Speaker 4: I think it's safe to say that I'm gonna go

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Speaker 4: with Micron.

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Speaker 3: I see some people in the chat saying that they

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Speaker 3: will stay invested more in Micron. I'm still there. Mimery

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Speaker 3: is still going to be a story. We're not done

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Speaker 3: yet with Micron. I'm going with Micron. Let's let's go

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Speaker 3: AMD versus Intel. I think I think I got a

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Speaker 3: fear understanding here what you got.

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Speaker 2: I know AMD has had a precipitous increase the last

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Speaker 2: eight weeks, even despite that thirteen percent drop last week.

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Speaker 2: I won't rail on Intel as much as I used to.

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Speaker 2: I still don't think there's a quality company, even if

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Speaker 2: Trump and Baron Junior will benefit from it.

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Speaker 5: I'm definitely going to AMD.

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Speaker 3: This is interesting because when you're watching a company actually appreciate,

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Speaker 3: like we saw Intel do from being at twenty seven

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Speaker 3: now I think got up to fifty, and you understand

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Speaker 3: that the government is invested in it, but you still

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Speaker 3: know down, like deep down, like the core principles.

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Speaker 5: Of it, it's.

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Speaker 3: Just not really good, which is why you saw them

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Speaker 3: drop fifteen percent. AMD has been in the portfolio from

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Speaker 3: the beginning. It will remain in the portfolio. We got

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Speaker 3: a bunch of calls on that. I'm going with AMD.

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Speaker 3: Let's do this one generack first. Seagate. Seagate is an

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Speaker 3: interesting one. We talked about that in the memory space,

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Speaker 3: so you got.

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Speaker 5: This is tough. I like both, but I'm gonna lean

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Speaker 5: on Seagate.

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Speaker 2: I think that the memory story is too big, and

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Speaker 2: this is such a well run company that is like

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Speaker 2: a hidden gym. I'm gonna go with Sagate. What do

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Speaker 2: you guys think, and what do you guys thinking chat.

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Speaker 4: I'm with you on Seagate.

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Speaker 3: I feel like, you know, when we were talking about

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Speaker 3: this for the past two years, about memory and memory early,

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Speaker 3: and like it felt like it was a thing that

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Speaker 3: our community was really like locked in on and focusing on.

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Speaker 3: And now I see it everywhere. I see it on Instagram,

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Speaker 3: I see it on CNBC. I feel like everybody knows

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Speaker 3: that is happening. So I'm I'm curious to watch how

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Speaker 3: the space moves. I don't know if we're gonna have

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Speaker 3: those you know, those quick run ups that we've seen

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Speaker 3: in Cgate and Western Digital sand this is another one,

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Speaker 3: mi Ron, So I'm interested to see what happens here.

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Speaker 3: I know they got Earnest come up. We'll talk about that,

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Speaker 3: but I'm still going with Cgate here. Okay, all right,

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Speaker 3: let's we got one more ticker O n d S

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Speaker 3: versus n BIS.

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Speaker 5: Is that nibbeas yeah, nimbus? Yeah? I got this one.

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Speaker 4: Yeah, got gott.

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Speaker 2: Yeah, I like Nimbias in this matchup, but only if

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Speaker 2: I can get it at twenty five dollars and sixty

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Speaker 2: four cent like it has to be pritty specific. The

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Speaker 2: other ones, I would be fine dollar costs averaging. But Nimbius,

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Speaker 2: I have to get it this particular price to be

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Speaker 2: okay with it.

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Speaker 5: But I have them as the winner of this one.

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Speaker 4: All right, Nibias or core Weave, same space.

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Speaker 5: That's great, that's a.

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Speaker 2: Both are price dependent. Yeah, both are price dependent. I

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Speaker 2: would have to get core Weave at stock club.

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Speaker 5: Don't kill me. Well you shouldn't care, because it's not

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Speaker 5: a mind all.

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Speaker 4: Right, while you while you read it, I'll give context

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Speaker 4: to it.

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Speaker 3: Nibias UH signed a deal with Meta about three months

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Speaker 3: ago to provide sort of that that UH that data

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Speaker 3: for companies, the same way that core Weave has worked

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Speaker 3: with Nvidia. Nvidia actually owns a percentage of core Weave

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Speaker 3: and provides it with its GPUs, So similar spaces, similar functions.

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Speaker 3: I guess it comes down to preference at this point, right.

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Speaker 2: Yeah, I would have to get it a sixty eight

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Speaker 2: ninety three if I can get it at sixty eight

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Speaker 2: ninety three. Yeah, they're washing them, of course, because of

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Speaker 2: the added incentive of the Nvidia investment. Do I think

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Speaker 2: they'll shoot back up to that one eighty seven price

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Speaker 2: anytime soon? No, But if I can get it at

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Speaker 2: sixty eight ninety three, I can pretty much guarantee by

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Speaker 2: the summertime it should be a one forty. I'll be

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Speaker 2: happy with the return on investment.