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Speaker 1: I wanted to continue to cover what's up my brother.

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Speaker 2: You and month for real show at this point.

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Speaker 3: Oh yeah, absolutely, man, listen, I am listen, y'all. Haven't

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Speaker 3: need to add a testimony or something.

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Speaker 4: Bro right now, First, Dave share something my brother So, Dave, So,

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Speaker 4: we had a conversation offline. But you know, I think

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Speaker 4: that what you said is vitally important because I'm pretty

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Speaker 4: sure it's a lot of people that kind of feel

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Speaker 4: the same way. So I'll give I'll give the audience

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Speaker 4: the background. They're not familiar Dave Shance. This was six

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Speaker 4: months ago, maybe January January and Dave Shant I walked

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Speaker 4: Dave Shance through his first option play.

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Speaker 1: He never made an option play before, right absolutely. I

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Speaker 1: was like, Yo, what typic like? You didn't know?

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Speaker 4: Like but long story short, he got into an AMD

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Speaker 4: call and the AMD call was a rollercoaster. It was up,

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Speaker 4: then it was down, then it was down more, then

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Speaker 4: it was down really bad. He stayed with it. He

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Speaker 4: called me a few times accent should he sell? He

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Speaker 4: was like, Yo, if you sell, let me know because

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Speaker 4: I'm in a call with him.

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Speaker 5: Can we add a piece of this story, dude, I'm

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Speaker 5: getting the call like, Yo, Bro, you shore about this.

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Speaker 2: I didn't pick up, bro, Like, like, Yo, what we're doing?

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Speaker 3: Bro?

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Speaker 2: Just trust me on this one. Just trust me.

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Speaker 1: So fast forward to now he's up three hundred How

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Speaker 1: much you up? Three hundred and what?

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Speaker 2: Well today? I'm down fifteen dollars percentage wise? How much

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Speaker 2: you up since you've been in I want all, I

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Speaker 2: asked him.

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Speaker 6: You got two plaques on the wall talking about I'm

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Speaker 6: down for fifty dollars.

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Speaker 3: Let me hate, but I'm up three hundred and seventy percent,

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Speaker 3: twenty two thousand dollars.

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Speaker 2: Things are happening right now. Giving a dollar, okay, just

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Speaker 2: say hello, thank you.

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Speaker 4: Queshana's a three hundred and thirty eight percent in less

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Speaker 4: than one year.

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Speaker 1: Okay.

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Speaker 4: But you had a vital you text me today and

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Speaker 4: you was concerned about AMD going into earnings.

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Speaker 1: So you said, should you sell?

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Speaker 4: So this is something that, like I said, a lot

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Speaker 4: of people knowing when to sell is something that a

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Speaker 4: lot of people have questions about making three hundred percent

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Speaker 4: and not wanting to lose money is a valid concern

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Speaker 4: for sure. So these are all things that I'm sure

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Speaker 4: a lot of people have the same questions about, right

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Speaker 4: and you. I just think it's dope because you're a

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Speaker 4: content creator and you're in the space and you're learning

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Speaker 4: in real time. So we're going to talk about our

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Speaker 4: advice to you. But what's your emotions right now? As

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Speaker 4: far as this option trade?

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Speaker 3: So far, I have earning this call past trauma. Bro,

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Speaker 3: I've experienced trauma in what.

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Speaker 2: Netflix?

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Speaker 6: Bro?

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Speaker 2: Netflix? Look you hear me. But that's how with your trauma,

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Speaker 2: let's fix your life.

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Speaker 6: And video earnings and Netflix earnings are different from a

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Speaker 6: m D, so I know that pain is still there.

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Speaker 6: But first and foremost, when you got into the option,

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Speaker 6: did you know what percentage game you wanted to get

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Speaker 6: before you acted it?

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Speaker 2: You asked me this in front of people? Here, these

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Speaker 2: are like be how to see his conversations? Bro, Welcome

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Speaker 2: to shot new segment trader there, No, I did not.

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Speaker 2: This is the trading hot seat might be a showy No,

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Speaker 2: I didn't know. I didn't.

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Speaker 4: Okay, Well, you know the earnings cooked a lot of people.

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Speaker 4: Meta notoriously. I mean they just dropped eighty dollar was

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Speaker 4: last week? Before that? Meta, they had the worst drop

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Speaker 4: in history a few years ago. A few years ago,

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Speaker 4: so that that earnings can definitely hurt, especially if it's options,

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Speaker 4: because whatever you feel in the stock, you want to

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Speaker 4: field three times more in options call. So okay, so

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Speaker 4: that's that's a valid concern that you have.

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Speaker 5: Quick question around the Netflix because did you boy call

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Speaker 5: leading into earnings or.

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Speaker 2: You've been in the call already.

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Speaker 3: No, I've been in it. I've been in it, and

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Speaker 3: then it was like a but then I was buying

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Speaker 3: down though, like when it drive come up. Yeah, I'm

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Speaker 3: still getting cooked right now.

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Speaker 2: But it's part do you believe in the company?

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Speaker 3: Yeah?

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Speaker 2: Absolutely?

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Speaker 1: Okay, okay, all right.

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Speaker 4: So so Dave Shams wants to know shit, he sell

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Speaker 4: a m D before earnings.

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Speaker 1: What's the unanimous decision?

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Speaker 2: Let me tell you what happened.

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Speaker 3: So I said it before the call, and then one

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Speaker 3: of y'all on the speakers like y'all to call the

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Speaker 3: next year. So he didn't give me financial advice, but

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Speaker 3: the way he said it was secure.

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Speaker 2: I said, Okay, I'm a chill, I'm gonna care.

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Speaker 6: For another year to work through whatever. Yeah, sip its

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Speaker 6: decline or upside that they have. And the thing that

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Speaker 6: we're trying to stress to you because you're starting off

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Speaker 6: when you're like, oh, tany you started off with a

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Speaker 6: home run, stay in for the long term because not

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Speaker 6: only will your confidence get built off of this win,

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Speaker 6: look how many people in your family lives. You'll be

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Speaker 6: able to guide and help through the same kind of situation.

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Speaker 6: So don't get out early. And I think it's a

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Speaker 6: mistake for any trader or any investor to only look

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Speaker 6: at the short side, because what if you miss out

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Speaker 6: on another one hundred and twenty percent to the upside?

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Speaker 3: I think here's my question too, Yeah, but so how

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Speaker 3: do you know? So the last time I was on market,

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Speaker 3: mondays like we had the testimonial joints shot up and

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Speaker 3: I don't have to contracts, and one of the advice

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Speaker 3: was like, yo, you could just sell one and then

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Speaker 3: keep the other. But if I'd have done that, I'd

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Speaker 3: have missed out on a whole bunch of money. So

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Speaker 3: how do I know, Like what's the top or do

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Speaker 3: I just ride it out period?

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Speaker 2: Or am I looking for something?

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Speaker 5: I think that's what the intern knowing where you're going

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Speaker 5: to exit the position before you enter it plays in right.

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Speaker 2: So I always say, like, I like to get one.

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Speaker 5: Hundred percent return if I'm investing, and so if I

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Speaker 5: bought ten contracts, or like you did, you bought two contracts.

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Speaker 5: If I get to one hundred percent, then my initial

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Speaker 5: investment comes out, so it gives it gives me the

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Speaker 5: capital to say, all right, if the one that I

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Speaker 5: still have remaining continues to grow, now I can re

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Speaker 5: enter perhaps a later position because I believe in the

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Speaker 5: company so much, and maybe get three contracts, right, because

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Speaker 5: it's going to be a little bit cheaper. So you

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Speaker 5: always got to have the position mapped out, which is

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Speaker 5: why I always said by time, right, So when you

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Speaker 5: bought that, and I think it's important, your story is important,

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Speaker 5: your testimony is important, because this wasn't a home run

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Speaker 5: at first, right, Like I think people need to realize that,

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Speaker 5: Like when when you bought the call, it actually pulled

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Speaker 5: back because DC happened at the end of January, right,

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Speaker 5: and then April seventh happened and we saw a pulled back,

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Speaker 5: but you didn't sell, right, you kept it. So it

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Speaker 5: actually was a negative contract that actually turned out to

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Speaker 5: be a three hundred percent which is why when we

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Speaker 5: started the show was like, well, what's your stop laws?

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Speaker 5: If they put a stop laws, he would have sold

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Speaker 5: all that and missed out.

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Speaker 2: On all the upside.

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Speaker 3: But also if like let's say, for instance, my target

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Speaker 3: was to be up two hundred percent, if I had

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Speaker 3: hit the two hundred percent and I'd have sold, I would.

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Speaker 1: You right now? Sure?

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Speaker 4: So the thing about is this you can never lose

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Speaker 4: by taking profit that and also chat gvts your mentor

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Speaker 4: so you should be having daily conversations with chat GBT

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Speaker 4: because it's not going to tell you exactly what's going

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Speaker 4: to happen, but it's going to give you a very

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Speaker 4: educated sentiment of everything that's happening in the world. And

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Speaker 4: the good thing with chat TBT is that after at

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Speaker 4: the end of it, because how I use chat GBT,

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Speaker 4: I asked you the question and it types it out,

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Speaker 4: but I'll hit the record because nine times out of

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Speaker 4: time I'm too busy to read a bunch.

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Speaker 1: Of different stuff. So it it voices it. It's like

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Speaker 1: a voice.

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Speaker 4: It'll say okay, and then they say, okay, now is

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Speaker 4: this is this sufficient?

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Speaker 2: On?

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Speaker 1: Do you want more?

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Speaker 4: So it'll tell you the the traps, the the.

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Speaker 1: Highlights, what to look forward to.

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Speaker 4: You know, are they still bullish on the situation as

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Speaker 4: far as the market sentiment, what are all of the

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Speaker 4: analysts saying and aggregate. What is what's fueling it? Is

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Speaker 4: the AI? Is the AI crave right? What's what could

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Speaker 4: be potentially harmful to it? What's the So do you

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Speaker 4: have a better instead of guessing right, instead of guessing

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Speaker 4: to say, is it gonna go up? Is not going

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Speaker 4: to go up? Who knows? You can have daily conversations,

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Speaker 4: so it's almost like you're getting so like a CEO

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Speaker 4: gets daily reports from his company because they don't know

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Speaker 4: exactly everything that's going on in the company. If the

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Speaker 4: company's so big, you can't know everything that's going on,

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Speaker 4: so the leadership has to report. It's like government leadership

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Speaker 4: has to report to the person to give them a briefing.

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Speaker 4: So you can structure AI to have briefings on a

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Speaker 4: daily basis on all your investments, so that way you

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Speaker 4: are at very least highly educated. You watch Mark on

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Speaker 4: Mondays and now you can say, Okay, I made three hundred,

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Speaker 4: I'm gonna take some off the table, I'm gonna let

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Speaker 4: some ride. I got another eighteen months. I'm pretty confident

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Speaker 4: that it's still gonna go up and might pull back

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Speaker 4: in the short term, but I have a high level

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Speaker 4: of confidence that over the next eighteen months, the stock

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Speaker 4: is going to be higher than it is right now today.

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Speaker 6: And in the spirit of investments, even though you didn't

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Speaker 6: ask Dave a good prompt act as a world class investor.

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Speaker 6: Based on our last five years data, what's the average

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Speaker 6: that AMD goes up over a three month or one

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Speaker 6: year period in this option, and it will start to

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Speaker 6: break down the options and how much they will go up.

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Speaker 6: To know if you are have some meat left on

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Speaker 6: a bone pulse or if there you should start to

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Speaker 6: take profit, you don't have to guess because it'll tell

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Speaker 6: you the exact calculation of how much each option future

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Speaker 6: asset classes went up and went down, so you can

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Speaker 6: know if you have three hundred percent of the averages

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Speaker 6: hypothetically three point fifteen, you know how much more room

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Speaker 6: you have to go if you want to maximize or

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Speaker 6: if you want to take the money off the table.

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Speaker 2: That's it.

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Speaker 5: You got a point. So tomorrow's earning. So you're talking

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Speaker 5: about earning's form of fear. But you got to look

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Speaker 5: at how the market has performed and how that sector

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Speaker 5: has performed. So we can look at Broadcom, and we

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Speaker 5: can look at micro we can look at all these

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Speaker 5: Semis and see how they performed, and then we can

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Speaker 5: ask ourselves what's the sentiment for the sector?

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Speaker 2: Right?

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Speaker 5: And then what still is the bullish sediment around AI?

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Speaker 5: Have data center expansions increased? Well, we just heard Amazon

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Speaker 5: saying they're about to go of one hundred and twenty billion, right.

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Speaker 5: We just heard Meta which pulled back because they said

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Speaker 5: our capax is going to increase in spending. And so

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Speaker 5: that AI story is still there, The data center story

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Speaker 5: is still there. And then you look at what's happened

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Speaker 5: in the quarter for AMD. Yeah, they've been on a

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Speaker 5: nice run. Do they have any catalyst events inside the quarter?

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Speaker 2: Well?

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Speaker 5: Yeah, they announced that they're partnering with this company called

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Speaker 5: open ai, who actually owns chat.

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Speaker 2: Gbt right, and so now they have a ten percent stake.

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Speaker 5: So it's more advantageous for open ai to perform, and

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Speaker 5: we're seeing it. They're about to hit a billion monthly

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Speaker 5: monthly users having a ten percent stak. Well, where they

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Speaker 5: going to get that compute from? Yes, it's going to

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Speaker 5: be from nvideo, but it makes even more sense to

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Speaker 5: have something that's going to cost less which they can

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Speaker 5: have in house, right, which is AMD. And in addition,

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Speaker 5: they have new products. Right, So we've been talking about

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Speaker 5: this on Market Monday for a while, but the M

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Speaker 5: one three fifty is about to start getting into that

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Speaker 5: cycle of revenue.

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Speaker 2: Christ that's that GPU that is the next tier.

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Speaker 5: Right, So when we talk about video and we're talking

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Speaker 5: about obviously Hopper, but now Blackwell and Barkwell Alter. In

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Speaker 5: a few months, AMD is now putting that second tier

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Speaker 5: GPU in market, and the people who can't afford at

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Speaker 5: this level will be able to get at this level.

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Speaker 5: So you take all that into account. You see that

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Speaker 5: the moves that they're making. You see that at least

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Speaker 5: of Sue is becoming more visible. You see the partnership

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Speaker 5: she's having. It feels like there's a bullish case. So

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Speaker 5: we'll see.

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Speaker 2: I like it.

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Speaker 5: But the reason why I like to say by time

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Speaker 5: is because you buy in those catalyus events. So when

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Speaker 5: you did it in January, I'm already calculating if I

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Speaker 5: do something else to June next year, that's at least

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Speaker 5: four to five earnings reports.

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Speaker 2: It gives yourself time, got it, right, That's at least

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Speaker 2: four to five of them that we're going to calculate.

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Speaker 5: Inside there, there's gonna be innovation inside there, there's gonna

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Speaker 5: be partnerships announced inside there, there's gonna be volatility that's

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Speaker 5: going to be pricing side there, and so we're using

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Speaker 5: all that to our advantage when we make that call.

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Speaker 5: When it goes out over a year plus the taxing centives. Right,

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Speaker 5: if you would have bought a January contract, there's going

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Speaker 5: to be some short term capital gains, whereas now when

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Speaker 5: you're in June is long term capital gains. Because the

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Speaker 5: great thing is like, yeah, you've made this money, right

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Speaker 5: that three hundred or four hundred percent potentially by tomorrow.

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Speaker 5: But if you got to pay capital gains tax on that,

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Speaker 5: then you got to make sure that when you get

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Speaker 5: those games that are realized, that you have the money

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Speaker 5: to pay those taxes as well, which is a lot

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Speaker 5: of people have to remember.

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Speaker 2: Inside of an investment, I realized that I need to ask.

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Speaker 3: A really immature question of like what should I do

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Speaker 3: versus finding out what's happening, and even ask you all

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Speaker 3: the questions, cause I know people come up to you, yo,

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Speaker 3: should I buy this? Or I think the next conversation

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Speaker 3: that I have with you all will be backed by

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Speaker 3: some reasoning of what I'm doing saying Okay, I.

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Speaker 2: See this, I see this, I see this.

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Speaker 3: What do you make of that in terms of my

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Speaker 3: question asking, because then I'll get a better answer versus, Yo,

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Speaker 3: what do you think I should do?

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Speaker 2: So, but it's still still a great question.

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Speaker 1: You have to be educated to ask the question. Yeah.

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Speaker 1: I like this segment with you, Dave.

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Speaker 4: Yeah, we should have you back as a regular at

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Speaker 4: least once a month because now people can actually see

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Speaker 4: your trading journey in real time and go through all

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Speaker 4: of the aspects as far as the emotionals and ups

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Speaker 4: and downs. But before you leave, my last thing is

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Speaker 4: the bigcoin situation. Remember we was on stage and you

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Speaker 4: asked Ian about bitcoin and I think it was like,

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Speaker 4: I don't know where it was at eighty seventy around

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Speaker 4: that rage, and he was like, now it's a good

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Speaker 4: time to buy it. And then you was like, well

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Speaker 4: how do you know, Like how are you sure?

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Speaker 1: Da da da?

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Speaker 4: So bitcoin now, like I said, run around one hundred

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Speaker 4: and ten thousand dollars. So from that from that standpoint,

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Speaker 4: in less than a year, bitcoin is up forty thousand dollars.

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Speaker 1: So did you buy it?

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Speaker 5: Buy it?

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Speaker 2: Bro? Like, leave me alone. No, I'm listen to your boy.

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Speaker 6: I know, man, I know, I have faith, You'll have

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Speaker 6: faith in me.

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Speaker 2: It will never happen again. Thank you. I bought a

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Speaker 2: bitcoin at that time. Yeah, that was a hell of

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Speaker 2: a time. That was a layuprime. But it's okay.

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Speaker 5: I just I just showed Shoty your text I got

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Speaker 5: from a dude in my neighborhood and it says today,

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Speaker 5: I'm the Dave Shance. In my line it says or

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Speaker 5: whatever the dude's name is. I said, laugh out Dave Shance.

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Speaker 5: He's like, yo, yeah, I'm gonna beat him.

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Speaker 2: So people are.

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Speaker 5: Hearing your story on Market Mondays every week and they're like,

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Speaker 5: that's gonna be me.

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Speaker 3: I like this, yeah, this is yo. That that chat man,

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Speaker 3: I hope they was listening to that chat. GPT, like

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Speaker 3: just finding out what's going the wealth of the world is.

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Speaker 6: Also what's going on in the world. Biggest piece of advice,

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Speaker 6: Your targets for your exit have to remain the same. Yeah,

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Speaker 6: So regardless what happens with Trump or whoever wins next

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Speaker 6: to Peter Teel Picks, my targets and futures remain the

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Speaker 6: same year round.

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Speaker 2: It takes a lot of the frustration.

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Speaker 6: That's why I kept saying, Listen, if you take profit,

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Speaker 6: you don't lose that way. So if your first target

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Speaker 6: is one hundred percent and your second is four hundred,

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Speaker 6: it doesn't matter who's in office.

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Speaker 2: Those should always be your targets. Let me ask this though.

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Speaker 3: Let's say, for instance, you hit your target, but you

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Speaker 3: see something that gives you confidence to stay in. Are

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Speaker 3: you in a disciplined space where it's like, yo, I'm

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Speaker 3: going to take it and then maybe go back in,

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Speaker 3: or based on what's happening, do you let it ride?

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Speaker 2: You should follow your planning and start the size up. Yeah.

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Speaker 2: If I this is great, because we talked about this

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Speaker 2: last week as well.

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Speaker 5: If I've hit my target and I've taken out my

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Speaker 5: initial investment and it's a strong company, like I literally

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Speaker 5: have done this probably five or six times, I like

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Speaker 5: to call it, I start stacking my calls, right so,

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Speaker 5: like I've done it with in video, and I shout

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Speaker 5: to everybody that gave me the congratulations. I've stacked in

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Speaker 5: video calls from twenty dollars, which obviously stop split take

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Speaker 5: into account forty five dollars to eighty dollars to one hundred.

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Speaker 5: I have probably eight calls on the video, and as

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Speaker 5: I see that price and the announcements and the Callus

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Speaker 5: events and the innovation that they announced, I keep stacking.

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Speaker 5: I've done it with Micron, I've done it with Broadcom, right,

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Speaker 5: I've done it with Silestica. If I believe in the

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Speaker 5: company and the fundamentals of it and the technicals are

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Speaker 5: showing me that this is something that's going to continue,

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Speaker 5: I do it right. So like I always invest the money,

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Speaker 5: Like I said, I don't treat it like a checking

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Speaker 5: account where it's like, yeah, we made twenty thousand, we

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Speaker 5: made thirty thousand.

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Speaker 2: You know, I'm looking at like, okayty more.

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Speaker 5: Can I go back into this position and grab some

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Speaker 5: more contracts so we can let this run?

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Speaker 2: Can we do one hundred percent again?

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Speaker 6: Then you can talk real crazy on them hot seats?

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Speaker 6: What made you put this dumb ass business?

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Speaker 3: You can't your beard off?

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Speaker 2: How are you a barber man?

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Speaker 5: How many companies are in the portfolio in terms of

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Speaker 5: your your options like portfolio?

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Speaker 2: How many companies in there? I have one? I got

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Speaker 2: I'll just tell you I got a m D. Y'all

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Speaker 2: have Netflix. Don't be mad at that. M U is

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Speaker 2: going crazy, see you don't you know micron five times?

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Speaker 2: That's that's Micron m U.

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Speaker 1: S Yeah, ridiculous, I don't think so.

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Speaker 2: Who can you get that one? Huh?

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Speaker 1: So you got m U, you got you got Netflix.

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Speaker 4: I got Meta that that was recent.

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Speaker 2: Yeah, I got a S m L. I just got

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Speaker 2: sm ALL today.

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Speaker 1: Today, today, today.

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Speaker 2: So you got four?

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Speaker 6: Yeah right, five, stay right there, just.

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Speaker 2: Four as a sweet spot.

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Speaker 1: Shi, my brother man, thank you for joining us.