WEBVTT - Nvidia's 10-to-1 Split: Future Outlook and Investment Strategies

0:00:01.240 --> 0:00:01.600
<v Speaker 1>Earners.

0:00:01.639 --> 0:00:03.760
<v Speaker 2>What's up. You ever walk into a small business and

0:00:03.800 --> 0:00:07.320
<v Speaker 2>everything just works like The checkout is fast, the receipts

0:00:07.320 --> 0:00:10.840
<v Speaker 2>are digital, tipping is a breeze, and you're out the

0:00:10.880 --> 0:00:15.000
<v Speaker 2>door before the line even builds. Odds are they're using Square.

0:00:15.480 --> 0:00:18.079
<v Speaker 2>We love supporting businesses that run on Square because it

0:00:18.160 --> 0:00:21.119
<v Speaker 2>just feels seamless. Whether it's a local coffee shop, a

0:00:21.239 --> 0:00:23.639
<v Speaker 2>vendor at a pop up market, or even one of

0:00:23.680 --> 0:00:26.799
<v Speaker 2>our merch partners, Square makes it easy for them to

0:00:26.840 --> 0:00:30.680
<v Speaker 2>take payments, manage inventory, and run their business with confidence,

0:00:31.040 --> 0:00:34.320
<v Speaker 2>all from one simple system. If you're a business owner

0:00:34.520 --> 0:00:37.920
<v Speaker 2>or even just thinking about launching something soon, Square is

0:00:38.040 --> 0:00:40.080
<v Speaker 2>hands down one of the best tools out there to

0:00:40.120 --> 0:00:44.080
<v Speaker 2>help you start, run, and grow. It's not just about payments,

0:00:44.479 --> 0:00:47.120
<v Speaker 2>it's about giving you time back so you can focus

0:00:47.159 --> 0:00:49.879
<v Speaker 2>on what matters most Ready. To see how Square can

0:00:49.880 --> 0:00:54.720
<v Speaker 2>transform your business, visit Square dot com backslash go backslash

0:00:54.800 --> 0:00:58.960
<v Speaker 2>eyl to learn more that Square dot com backslash, go

0:00:59.360 --> 0:01:03.560
<v Speaker 2>backslash eyl. Don't wait, don't hesitate. Let's Square handle the

0:01:03.640 --> 0:01:08.440
<v Speaker 2>back end so you can keep pushing your vision forward.

0:01:09.760 --> 0:01:12.000
<v Speaker 2>This episode is brought to you by P and C Bank,

0:01:12.400 --> 0:01:15.160
<v Speaker 2>a lot of people think podcasts about work are boring,

0:01:15.360 --> 0:01:19.200
<v Speaker 2>and sure they definitely can be, but understanding of professionals

0:01:19.319 --> 0:01:22.559
<v Speaker 2>routine shows us how they achieve their success little by little,

0:01:22.920 --> 0:01:26.600
<v Speaker 2>day after day. It's like banking with P and C Bank.

0:01:27.040 --> 0:01:29.839
<v Speaker 2>It might seem boring to save, plan and make calculated

0:01:29.880 --> 0:01:33.000
<v Speaker 2>decisions with your bank, but keeping your money boring is

0:01:33.000 --> 0:01:36.360
<v Speaker 2>what helps you live a more happily fulfilled life. P

0:01:36.440 --> 0:01:41.280
<v Speaker 2>and C Bank Brilliantly Boring since eighteen sixty five. Brilliantly

0:01:41.319 --> 0:01:43.960
<v Speaker 2>Boring since eighteen sixty five is a service mark of

0:01:44.000 --> 0:01:47.240
<v Speaker 2>the PNC Financial Service Group, Inc. P and C Bank

0:01:47.680 --> 0:01:49.840
<v Speaker 2>National Association Member FDIC.

0:01:51.680 --> 0:01:54.680
<v Speaker 3>All right, so let's talk about the Nvidia Nintendo one split.

0:01:54.760 --> 0:01:57.240
<v Speaker 3>We haven't talked about that yet because it happened last

0:01:57.240 --> 0:02:01.720
<v Speaker 3>week after Monday a year So okay, ten to one split.

0:02:01.800 --> 0:02:07.880
<v Speaker 3>Let's talk about what it means future outlook for in video.

0:02:08.480 --> 0:02:11.280
<v Speaker 3>How far can the stock run up to get the

0:02:11.320 --> 0:02:12.040
<v Speaker 3>whole spill?

0:02:12.800 --> 0:02:17.280
<v Speaker 1>Yeah, so now it'll pretty must be like one hundred

0:02:17.320 --> 0:02:20.520
<v Speaker 1>bucks a share and some change makes it a lot

0:02:20.560 --> 0:02:22.600
<v Speaker 1>more attracted to the retail investors. We went through this

0:02:23.160 --> 0:02:26.200
<v Speaker 1>with Apple before we went through it with Tesla, so

0:02:26.280 --> 0:02:28.560
<v Speaker 1>everyone wants to know should I buy as soon as

0:02:28.560 --> 0:02:31.280
<v Speaker 1>it splits. I'm always going to buy based off price,

0:02:32.560 --> 0:02:35.000
<v Speaker 1>so it could slide back to maybe eighty nine bucks

0:02:35.120 --> 0:02:38.480
<v Speaker 1>ninety bucks, but anything sub one hundred is good. One

0:02:38.520 --> 0:02:40.760
<v Speaker 1>year return for in video one hundred and twenty percent.

0:02:41.040 --> 0:02:43.640
<v Speaker 1>Excuse me, yeah, year to date one twenty one year,

0:02:43.720 --> 0:02:46.480
<v Speaker 1>two hundred and forty five percent, last five years twenty

0:02:46.480 --> 0:02:50.359
<v Speaker 1>eight percent, last ten years twenty two thousand percent return

0:02:50.680 --> 0:02:53.760
<v Speaker 1>hole for long term. Put this in chat. A lot

0:02:53.840 --> 0:02:55.239
<v Speaker 1>of your problems go away if you hold for a

0:02:55.240 --> 0:02:57.359
<v Speaker 1>ten year period. I'll screamed to set invest us one

0:02:57.560 --> 0:03:00.360
<v Speaker 1>two three, and I will scream it again. You're on

0:03:00.400 --> 0:03:03.600
<v Speaker 1>stage and give away ten grad Most of your problems

0:03:03.600 --> 0:03:05.239
<v Speaker 1>go away if you HOLDE for a long period of time.

0:03:07.560 --> 0:03:10.880
<v Speaker 1>One of the best companies I've ever seen. Incredibly focused,

0:03:10.960 --> 0:03:14.720
<v Speaker 1>high price point, but also on the deliverable side. They

0:03:14.760 --> 0:03:19.040
<v Speaker 1>deliver amazing returns for the client base that they are

0:03:19.080 --> 0:03:24.840
<v Speaker 1>serving and that they have. I want to say, and

0:03:24.880 --> 0:03:26.400
<v Speaker 1>I don't want to be too early in this, but

0:03:26.680 --> 0:03:32.160
<v Speaker 1>Jensen does feel Steve's jobs at like these chips feel

0:03:32.200 --> 0:03:35.280
<v Speaker 1>like their iPhone, and at a time when that iPhone

0:03:35.320 --> 0:03:37.680
<v Speaker 1>was revolutionary. He's doing the same thing in their space.

0:03:38.120 --> 0:03:43.680
<v Speaker 1>Management team is incredibly competent and incredible. I've been along

0:03:43.760 --> 0:03:45.720
<v Speaker 1>the stock. I've been beating the table about the stock

0:03:45.760 --> 0:03:48.000
<v Speaker 1>for the last few years for sure. Chat to everybody

0:03:48.000 --> 0:03:50.560
<v Speaker 1>in Red Panda who got in, I appreciate you. And

0:03:50.680 --> 0:03:52.680
<v Speaker 1>for everyone who asks who's a new in video, there's

0:03:52.760 --> 0:03:56.000
<v Speaker 1>no new Lebron, no new Toime Brady, no new Kobe,

0:03:56.040 --> 0:03:59.640
<v Speaker 1>no new Michael Jordan. Either choose to invest in the

0:03:59.720 --> 0:04:03.720
<v Speaker 1>best the theory is or find something else now normally

0:04:03.880 --> 0:04:07.360
<v Speaker 1>because people would ask what's the new ig or Facebook

0:04:07.480 --> 0:04:10.480
<v Speaker 1>or Netflix is never going to be in the same sector.

0:04:10.920 --> 0:04:13.080
<v Speaker 1>So I think the next revolution in five or six

0:04:13.160 --> 0:04:16.440
<v Speaker 1>years could be quantum computing. But as far as the

0:04:16.720 --> 0:04:20.760
<v Speaker 1>chip space, I think they have this unlock. Black Rock

0:04:20.880 --> 0:04:22.960
<v Speaker 1>and Vanguard feel the same way. You can go look

0:04:22.960 --> 0:04:25.560
<v Speaker 1>at how State Street feels about them as well. But

0:04:26.040 --> 0:04:27.760
<v Speaker 1>one of the most amazing runs I've seen for a

0:04:27.760 --> 0:04:30.640
<v Speaker 1>company ever. And shout to all my gamers who was

0:04:30.920 --> 0:04:33.720
<v Speaker 1>big on a video before the public call wind of them.

0:04:33.960 --> 0:04:36.480
<v Speaker 2>Yeah, yeah, shout to everybody that reached out. I'm sure

0:04:36.560 --> 0:04:38.159
<v Speaker 2>y'all got a bunch of text messages about it.

0:04:38.200 --> 0:04:38.760
<v Speaker 1>I know I did.

0:04:39.120 --> 0:04:42.360
<v Speaker 2>Yes, and trying to explain the splits is always it's

0:04:42.400 --> 0:04:44.800
<v Speaker 2>always fun because it's like, okay, this is what it means.

0:04:44.800 --> 0:04:46.440
<v Speaker 2>And the best way I can put it is it's

0:04:46.440 --> 0:04:52.000
<v Speaker 2>a psychological maneuver, right, Like, well too, yeah, fundamentally, nothing

0:04:52.040 --> 0:04:55.200
<v Speaker 2>really changes inside of the company. Right, for every one

0:04:55.240 --> 0:04:57.200
<v Speaker 2>ship that you had, now you receive ten. So it's

0:04:57.200 --> 0:04:59.039
<v Speaker 2>you got one hundred, you have a thousand. If you

0:04:59.040 --> 0:05:01.440
<v Speaker 2>had two hundred, now you got two thousand. Right, So

0:05:01.520 --> 0:05:03.880
<v Speaker 2>the price point and we're looking at the price now

0:05:03.960 --> 0:05:06.599
<v Speaker 2>obviously the market was closed is at ten sixty four.

0:05:06.920 --> 0:05:09.600
<v Speaker 2>So when it trades it'll be at a dollar if

0:05:09.600 --> 0:05:12.359
<v Speaker 2>it stopped today, if it traded, which it will on

0:05:12.400 --> 0:05:15.400
<v Speaker 2>I think June seventh and start in June tenth, people

0:05:15.400 --> 0:05:17.599
<v Speaker 2>will start relieving this year is it'll if it's stopped today,

0:05:17.600 --> 0:05:20.560
<v Speaker 2>it would be at one hundred and six dollars in

0:05:20.800 --> 0:05:21.640
<v Speaker 2>maybe fifty cent.

0:05:22.080 --> 0:05:23.520
<v Speaker 1>And that's how it works, right, So.

0:05:23.520 --> 0:05:26.039
<v Speaker 2>Each year the money value will be the same, even

0:05:26.040 --> 0:05:28.920
<v Speaker 2>inside the options market, they're going to split it the

0:05:29.000 --> 0:05:31.440
<v Speaker 2>same way. But what it does do, that's why I

0:05:31.440 --> 0:05:34.400
<v Speaker 2>said it's a psychological thing, is that it does seem

0:05:34.480 --> 0:05:38.360
<v Speaker 2>more appealing to retail investors rather than paying almost eleven

0:05:38.440 --> 0:05:41.080
<v Speaker 2>hundred for a year. It seems it's a lot more

0:05:41.120 --> 0:05:43.080
<v Speaker 2>appilling to buy it at one hundred and ten dollars

0:05:43.120 --> 0:05:45.680
<v Speaker 2>this year. Right, this is the company, especially if you're

0:05:45.680 --> 0:05:47.960
<v Speaker 2>new to investing. You've been hearing everything about it. You've

0:05:48.000 --> 0:05:51.000
<v Speaker 2>been seeing it everywhere for the past two at least

0:05:51.120 --> 0:05:53.839
<v Speaker 2>two years, but definitely over the past twelve months you've.

0:05:53.720 --> 0:05:55.640
<v Speaker 1>Heard about AI. Here's your opportunity.

0:05:56.200 --> 0:05:59.200
<v Speaker 2>People will come into the space and say, all right, well,

0:05:59.200 --> 0:06:01.360
<v Speaker 2>now it's my opportunity to grasp my shares, which is great,

0:06:01.839 --> 0:06:04.200
<v Speaker 2>especially if people who have been holding in video like

0:06:04.240 --> 0:06:07.240
<v Speaker 2>you said, maybe five years already two years, or even

0:06:07.320 --> 0:06:08.920
<v Speaker 2>if you've been holding for it. Yeah, you've seen some

0:06:09.520 --> 0:06:13.040
<v Speaker 2>extreme growth, and so it's encouraging right now now that

0:06:13.040 --> 0:06:15.320
<v Speaker 2>there's an opportunity for you to get into it. I

0:06:15.360 --> 0:06:18.600
<v Speaker 2>know you said it'll pull back under sub hundred with

0:06:18.720 --> 0:06:21.000
<v Speaker 2>the amount of news, and I'll throw this question out

0:06:21.040 --> 0:06:22.800
<v Speaker 2>to both of you guys. With the amount of news,

0:06:23.040 --> 0:06:27.480
<v Speaker 2>the amount of media attention, everything was seen around it,

0:06:28.040 --> 0:06:29.960
<v Speaker 2>where do you think it runs up to? Do you

0:06:30.000 --> 0:06:33.440
<v Speaker 2>see it going to one ten, one fifteen, maybe one

0:06:33.560 --> 0:06:35.280
<v Speaker 2>twenty before it actually pulls back?

0:06:35.400 --> 0:06:37.560
<v Speaker 1>Or yeah, probably one, ten, and then my long targets

0:06:37.600 --> 0:06:39.960
<v Speaker 1>for it to get back to five fifteen four, five

0:06:39.960 --> 0:06:47.039
<v Speaker 1>fifteen four or five years. Yeah. They're producing record profit,

0:06:47.320 --> 0:06:50.760
<v Speaker 1>record revenue, and in a space where a lot of

0:06:50.839 --> 0:06:56.120
<v Speaker 1>American companies are not producing something of true value and infrastructure,

0:06:57.160 --> 0:06:59.960
<v Speaker 1>they pretty much have the keys to the kingdom for

0:07:00.279 --> 0:07:02.360
<v Speaker 1>digital infrastructure for the next ten years.

0:07:03.360 --> 0:07:08.760
<v Speaker 3>So tough what Okay? So do you think in Video

0:07:08.760 --> 0:07:10.920
<v Speaker 3>will eventually become the number one company in the world.

0:07:11.120 --> 0:07:12.720
<v Speaker 1>I don't know if they will stay there, but I

0:07:12.720 --> 0:07:13.760
<v Speaker 1>do think they have a chance.

0:07:15.600 --> 0:07:19.360
<v Speaker 2>I'm gonna say, yeah, I think that puts them there, right. Yeah,

0:07:19.400 --> 0:07:20.600
<v Speaker 2>but that's in the five period.

0:07:20.680 --> 0:07:23.679
<v Speaker 1>And of course Microsoft, of course they're a big player

0:07:23.680 --> 0:07:27.080
<v Speaker 1>in AI, think proximately through owning a large percentage of

0:07:27.080 --> 0:07:29.560
<v Speaker 1>Open AI. But I do think they have it. My

0:07:29.600 --> 0:07:34.440
<v Speaker 1>only fear is Saudi Aramco. If we hit recession, I

0:07:34.480 --> 0:07:38.440
<v Speaker 1>think that business will be more valuable let's say global

0:07:38.480 --> 0:07:42.880
<v Speaker 1>economic pullback, because they won't let the R words fly now.

0:07:44.040 --> 0:07:46.800
<v Speaker 1>So if we have a global economic pullback, But if

0:07:46.800 --> 0:07:49.000
<v Speaker 1>they eventually get to like that three hundred dollars range

0:07:49.000 --> 0:07:50.560
<v Speaker 1>four hundred dollars range, I think they could be the

0:07:50.640 --> 0:07:52.680
<v Speaker 1>number one company I don't think they stay there long term.

0:07:52.800 --> 0:07:55.640
<v Speaker 1>I think Microsoft ultimately becomes number one and stays there

0:07:55.640 --> 0:07:57.760
<v Speaker 1>for a long period of time. But I think then

0:07:57.840 --> 0:08:00.480
<v Speaker 1>Video will at least touch number one in the market

0:08:00.560 --> 0:08:04.080
<v Speaker 1>cap in the next couple of years two three years.

0:08:04.320 --> 0:08:05.960
<v Speaker 3>Shouldn't Video be added to the down?

0:08:06.400 --> 0:08:11.080
<v Speaker 1>Absolutely? Get three M or IBM or one of the

0:08:11.080 --> 0:08:15.280
<v Speaker 1>little old guards out of here. It's cheap enough. It's

0:08:15.320 --> 0:08:20.960
<v Speaker 1>really uh infrastructure play. There's a real business there. I

0:08:21.000 --> 0:08:24.960
<v Speaker 1>don't know why it would not be added. It's not

0:08:25.000 --> 0:08:28.040
<v Speaker 1>like the case of Tessa, where the business was murky

0:08:28.080 --> 0:08:31.840
<v Speaker 1>in some areas. This is the one of the few

0:08:32.120 --> 0:08:36.400
<v Speaker 1>companies that is clicking on all cylinders and almost nik

0:08:36.440 --> 0:08:41.680
<v Speaker 1>a swat analysis. They almost have no weaknesses, almost don't

0:08:41.679 --> 0:08:43.439
<v Speaker 1>have any. So yeah, I think they should be added

0:08:43.480 --> 0:08:44.800
<v Speaker 1>to the DOW. Sure.

0:08:44.800 --> 0:08:46.880
<v Speaker 3>So for people that are not invested in the video,

0:08:48.720 --> 0:08:50.840
<v Speaker 3>what do you suggest? Should they invest now? Should they

0:08:50.840 --> 0:08:53.600
<v Speaker 3>wait to the split? Should they wait till it pulls

0:08:53.640 --> 0:08:56.440
<v Speaker 3>back under one hundred dollars after it splits.

0:08:56.520 --> 0:08:59.840
<v Speaker 1>After it splits in its top one hundred, so maybe

0:09:00.760 --> 0:09:03.680
<v Speaker 1>ninety five bucks if it gets to eighty nine hours?

0:09:03.760 --> 0:09:07.319
<v Speaker 1>Who I be lated? Elated for everyone of the options.

0:09:07.360 --> 0:09:11.080
<v Speaker 1>Troy is your specialty. Shot your specialty. Two years, don't

0:09:11.160 --> 0:09:13.959
<v Speaker 1>do zero day expiration, don't do any one years. Hope

0:09:14.000 --> 0:09:17.200
<v Speaker 1>for two years you'll be good. But yeah, wait till

0:09:17.240 --> 0:09:20.679
<v Speaker 1>after the split. Sub one hundred definitely, eighty nine will

0:09:20.760 --> 0:09:22.920
<v Speaker 1>be a great price. But ninety two to ninety four

0:09:22.960 --> 0:09:25.320
<v Speaker 1>I'm not mad at if you're holding for the long term.

0:09:25.640 --> 0:09:28.840
<v Speaker 2>Yeah, I'll go with the first thing, which is does

0:09:28.880 --> 0:09:33.360
<v Speaker 2>it become the number one company in the world. Yeah,

0:09:33.400 --> 0:09:36.720
<v Speaker 2>I think it does happen. Like I said, it's it's shortly,

0:09:37.040 --> 0:09:39.840
<v Speaker 2>we'll at this pace in the next couple of quarters.

0:09:40.200 --> 0:09:43.599
<v Speaker 2>It will pass Apple and marketcap yep, and the Microsoft

0:09:43.640 --> 0:09:45.640
<v Speaker 2>is up next. I think again, long term, I think

0:09:45.679 --> 0:09:47.520
<v Speaker 2>Microsoft will be the number one company. It is now

0:09:47.559 --> 0:09:49.360
<v Speaker 2>as far as market cap, but yeah, it passes it.

0:09:50.760 --> 0:09:52.800
<v Speaker 2>If you looked and you listen to the earnings report

0:09:52.840 --> 0:09:56.680
<v Speaker 2>this week, yes, it blew out its earnings again. The

0:09:56.760 --> 0:10:00.360
<v Speaker 2>data centers are just, I mean, running a rampant. But

0:10:00.679 --> 0:10:02.760
<v Speaker 2>the Blackwell GPU has not been a part of that

0:10:02.800 --> 0:10:05.000
<v Speaker 2>revenue structure yet, which is going to be released later

0:10:05.040 --> 0:10:08.400
<v Speaker 2>this year. In something that you've talked about plenty of times.

0:10:08.440 --> 0:10:10.960
<v Speaker 2>But for people who are not familiar with it. It

0:10:11.000 --> 0:10:13.880
<v Speaker 2>is their new GPU. And here's what it focuses on.

0:10:14.000 --> 0:10:17.839
<v Speaker 2>It focuses on energy efficiency. So when we're talking about

0:10:17.880 --> 0:10:19.880
<v Speaker 2>how efficient can it do it? How much power does

0:10:19.880 --> 0:10:23.640
<v Speaker 2>it take? But the Blackwell GPU is designed specifically for that,

0:10:24.200 --> 0:10:28.360
<v Speaker 2>and it's going to improve advanced simulations AI quantum computing,

0:10:29.120 --> 0:10:32.040
<v Speaker 2>data analysis, and it's going to reduce energy costs. And

0:10:32.080 --> 0:10:35.000
<v Speaker 2>so you're talking about getting a higher quality product that's

0:10:35.040 --> 0:10:38.040
<v Speaker 2>going to cost you less to use. You take that

0:10:38.080 --> 0:10:40.920
<v Speaker 2>into account. The price point again is between thirty to

0:10:40.920 --> 0:10:45.920
<v Speaker 2>thirty five thousand per GPU. We've already heard huge companies,

0:10:45.960 --> 0:10:48.680
<v Speaker 2>whether it's Microsoft, whether it's in Video, whether it's Meta,

0:10:48.720 --> 0:10:51.600
<v Speaker 2>I mean not, whether it's Meta, talking about their commitment

0:10:51.640 --> 0:10:55.120
<v Speaker 2>to having those GPUs. When you're talking about these mega

0:10:55.120 --> 0:10:58.840
<v Speaker 2>cap companies and their reliance on it going forward, especially

0:10:58.920 --> 0:11:04.080
<v Speaker 2>in the AI race, Yeah, I think we're talking about

0:11:04.120 --> 0:11:07.000
<v Speaker 2>a few more quarters at least the next eighteen months

0:11:07.000 --> 0:11:10.000
<v Speaker 2>where they're going to continue to dominate. And if they have,

0:11:10.480 --> 0:11:12.760
<v Speaker 2>I mean, I don't know. I haven't seen this in

0:11:12.880 --> 0:11:14.960
<v Speaker 2>you can tell me if you. I haven't seen a

0:11:15.040 --> 0:11:19.400
<v Speaker 2>company report this many quarters where it's absolutely destroying all

0:11:19.440 --> 0:11:22.840
<v Speaker 2>of its estimates. And we don't see a slowdown, So yeah,

0:11:22.880 --> 0:11:25.800
<v Speaker 2>I think it becomes a number one company and should it.

0:11:25.840 --> 0:11:26.600
<v Speaker 1>Be added to the Dow.

0:11:26.760 --> 0:11:29.160
<v Speaker 2>So last week we told to you about how the

0:11:29.280 --> 0:11:31.920
<v Speaker 2>doll is rated. So just really quickly, the doall is

0:11:31.920 --> 0:11:34.520
<v Speaker 2>made up of thirty stocks and it's price weighted average. Right,

0:11:34.520 --> 0:11:36.560
<v Speaker 2>So in video couldn't come in, and we spoke about

0:11:36.559 --> 0:11:39.760
<v Speaker 2>that because of its price. So the higher price stocks

0:11:39.840 --> 0:11:42.360
<v Speaker 2>because of the index, moves higher based on the lower

0:11:42.400 --> 0:11:45.280
<v Speaker 2>price one. If the percentage moves, it remains the same.

0:11:45.320 --> 0:11:48.440
<v Speaker 2>So each dollar is not weighted equally. Right, So United

0:11:48.480 --> 0:11:51.480
<v Speaker 2>Health which is like over five hundred dollars, and let's

0:11:51.480 --> 0:11:53.079
<v Speaker 2>take a video. If it comes in at one hundred,

0:11:53.480 --> 0:11:56.400
<v Speaker 2>that one dollar that that stock moves versus one dollar

0:11:56.480 --> 0:11:57.920
<v Speaker 2>that in video moves would not be same.

0:11:57.960 --> 0:11:59.240
<v Speaker 1>So percentages are taken into it.

0:11:59.280 --> 0:12:02.120
<v Speaker 2>So coming down to that level, I think it's not

0:12:02.160 --> 0:12:05.319
<v Speaker 2>even a matter if I believe, it's a matter of

0:12:05.480 --> 0:12:08.200
<v Speaker 2>when it can do that, and I think that will

0:12:08.240 --> 0:12:10.320
<v Speaker 2>happen within the next twelve months. I see it, I

0:12:10.360 --> 0:12:10.959
<v Speaker 2>see you join it.

0:12:11.960 --> 0:12:13.800
<v Speaker 1>Yeah, I mean, and video loon is worth more than

0:12:14.200 --> 0:12:17.480
<v Speaker 1>entire German stock market. And going back to the pits

0:12:17.480 --> 0:12:19.760
<v Speaker 1>and shovels. Like imagine in seventeen hundreds you have people

0:12:19.760 --> 0:12:23.040
<v Speaker 1>that are selling shovels and buckets, and then here comes

0:12:23.040 --> 0:12:25.960
<v Speaker 1>a company with a bulldozer that allows you to extract

0:12:26.240 --> 0:12:28.960
<v Speaker 1>tons of gold out of one mountain. That's what Nvidio

0:12:29.000 --> 0:12:29.360
<v Speaker 1>is selling.

0:12:29.679 --> 0:12:31.600
<v Speaker 2>Or here comes a company that says, if you're going

0:12:31.640 --> 0:12:34.839
<v Speaker 2>inside to dig for gold, you're gonna need clothing, and

0:12:34.920 --> 0:12:36.640
<v Speaker 2>that clothing needs to be tough, and it needs to

0:12:36.640 --> 0:12:39.120
<v Speaker 2>be rigid, and it needs to be sustainable in her temperatures.

0:12:39.559 --> 0:12:45.360
<v Speaker 2>And then you call that company LEVI because all the

0:12:45.400 --> 0:12:46.400
<v Speaker 2>lifetimes ahead.

0:12:46.559 --> 0:12:50.079
<v Speaker 1>Like, but it's the power of staying focused. Like a

0:12:50.080 --> 0:12:53.240
<v Speaker 1>lot of people didn't see this coming. I think because

0:12:53.240 --> 0:12:55.480
<v Speaker 1>of the geopolitical stuff, let's be I'm gonna be very clear,

0:12:55.559 --> 0:12:59.679
<v Speaker 1>TSM should have the spot. But because of the potential

0:13:00.160 --> 0:13:04.240
<v Speaker 1>for there, Yeah, that allowed them to get into pole

0:13:04.280 --> 0:13:06.840
<v Speaker 1>position and become number one. Needs to done a great

0:13:06.880 --> 0:13:10.240
<v Speaker 1>job at every court. Like here they're smashing these numbers

0:13:10.240 --> 0:13:12.080
<v Speaker 1>out of the park. It would be the quotal of

0:13:12.080 --> 0:13:15.520
<v Speaker 1>a player coming in and like averaging forty five points

0:13:15.559 --> 0:13:16.920
<v Speaker 1>and twenty rebounds.

0:13:17.360 --> 0:13:19.559
<v Speaker 2>Again, what they're doing is ridiculous. I'm glad you brought

0:13:19.600 --> 0:13:21.480
<v Speaker 2>up the TSM piece. I spoke about it last week.

0:13:21.520 --> 0:13:23.160
<v Speaker 2>I said that was my option trade of the month.

0:13:23.200 --> 0:13:25.440
<v Speaker 2>It still is, but you start I'm starting to hear

0:13:25.440 --> 0:13:29.640
<v Speaker 2>it now like maybe TSM is just under price right

0:13:29.760 --> 0:13:32.320
<v Speaker 2>especially for its important it's it's dominance. We're not talking,

0:13:32.360 --> 0:13:35.520
<v Speaker 2>and we talked about your geopolitical standpoint. If anything is

0:13:35.559 --> 0:13:38.040
<v Speaker 2>to happen to that company, what that means not just

0:13:38.040 --> 0:13:41.000
<v Speaker 2>for them, but what it means for the entire pretty

0:13:41.040 --> 0:13:46.040
<v Speaker 2>much you as economy and Video, Microsoft, Apple, Amazon, met

0:13:46.120 --> 0:13:48.320
<v Speaker 2>If something is to happen with that company, you're talking

0:13:48.320 --> 0:13:53.800
<v Speaker 2>about a major major issue globally. Right now, TSM holds

0:13:53.800 --> 0:13:55.880
<v Speaker 2>more than ninety percent of the market share for leading

0:13:55.920 --> 0:13:58.160
<v Speaker 2>as semiconductive manufacturing.

0:13:59.440 --> 0:13:59.800
<v Speaker 1>Percent.

0:14:00.480 --> 0:14:05.160
<v Speaker 2>Yep, that's ridiculous, And so we got esteem it at

0:14:05.200 --> 0:14:08.000
<v Speaker 2>these numbers. Yeah, there might be a case point that

0:14:08.040 --> 0:14:09.960
<v Speaker 2>it might be under price here. I know there was

0:14:10.040 --> 0:14:12.920
<v Speaker 2>a little bit of consolidation. It pulled back to ninety

0:14:14.480 --> 0:14:17.800
<v Speaker 2>maybe mid to early last year. Right now it's trading

0:14:17.920 --> 0:14:21.080
<v Speaker 2>over one hundred and fifty. So one hundred and sixty three.

0:14:21.520 --> 0:14:23.160
<v Speaker 2>I can see it again into one hundred and seventies.

0:14:23.160 --> 0:14:24.680
<v Speaker 2>Not out the realm of belief, but yeah, it might

0:14:24.720 --> 0:14:26.920
<v Speaker 2>be undervalued at this point, especially for what it means

0:14:26.920 --> 0:14:27.840
<v Speaker 2>to the economy.

0:14:27.920 --> 0:14:31.520
<v Speaker 4>An illegal alien from Guatemala charged with raping a child

0:14:31.600 --> 0:14:35.360
<v Speaker 4>in Massachusetts. An MS thirteen gang member from El Salvador

0:14:35.640 --> 0:14:39.800
<v Speaker 4>accused of murdering a Texas. Man of Venezuelan charged with

0:14:39.840 --> 0:14:43.720
<v Speaker 4>filming and selling child pornography in Michigan. These are just

0:14:43.840 --> 0:14:47.600
<v Speaker 4>some of the heinous migrant criminals caught because of President

0:14:47.640 --> 0:14:51.160
<v Speaker 4>Donald J. Trump's leadership. I'm Christine Noman, the United States

0:14:51.240 --> 0:14:56.040
<v Speaker 4>Secretary of Homeland Security. Under President Trump, attempted illegal border

0:14:56.080 --> 0:14:59.600
<v Speaker 4>crossings are at the lowest levels ever recorded, and over

0:14:59.600 --> 0:15:02.760
<v Speaker 4>one h undred thousand illegal aliens have been arrested. If

0:15:02.800 --> 0:15:06.440
<v Speaker 4>you are here illegally, your next you will be fine

0:15:06.520 --> 0:15:10.600
<v Speaker 4>nearly one thousand dollars a day, imprisoned and deported, you

0:15:10.680 --> 0:15:14.240
<v Speaker 4>will never return. But if you register using our CBP

0:15:14.400 --> 0:15:17.120
<v Speaker 4>home app and leave now, you could be allowed to

0:15:17.160 --> 0:15:22.000
<v Speaker 4>return legally. Do what's right, leave now. Under President Trump,

0:15:22.160 --> 0:15:25.760
<v Speaker 4>America's laws, border and families will be protected.

0:15:25.840 --> 0:15:28.000
<v Speaker 1>Sponsored by the United States Department of Homeland Security,