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Speaker 3: All right, so let's talk about the Nvidia Nintendo one split.
Speaker 3: We haven't talked about that yet because it happened last
Speaker 3: week after Monday a year So okay, ten to one split.
Speaker 3: Let's talk about what it means future outlook for in video.
Speaker 3: How far can the stock run up to get the
Speaker 3: whole spill?
Speaker 1: Yeah, so now it'll pretty must be like one hundred
Speaker 1: bucks a share and some change makes it a lot
Speaker 1: more attracted to the retail investors. We went through this
Speaker 1: with Apple before we went through it with Tesla, so
Speaker 1: everyone wants to know should I buy as soon as
Speaker 1: it splits. I'm always going to buy based off price,
Speaker 1: so it could slide back to maybe eighty nine bucks
Speaker 1: ninety bucks, but anything sub one hundred is good. One
Speaker 1: year return for in video one hundred and twenty percent.
Speaker 1: Excuse me, yeah, year to date one twenty one year,
Speaker 1: two hundred and forty five percent, last five years twenty
Speaker 1: eight percent, last ten years twenty two thousand percent return
Speaker 1: hole for long term. Put this in chat. A lot
Speaker 1: of your problems go away if you hold for a
Speaker 1: ten year period. I'll screamed to set invest us one
Speaker 1: two three, and I will scream it again. You're on
Speaker 1: stage and give away ten grad Most of your problems
Speaker 1: go away if you HOLDE for a long period of time.
Speaker 1: One of the best companies I've ever seen. Incredibly focused,
Speaker 1: high price point, but also on the deliverable side. They
Speaker 1: deliver amazing returns for the client base that they are
Speaker 1: serving and that they have. I want to say, and
Speaker 1: I don't want to be too early in this, but
Speaker 1: Jensen does feel Steve's jobs at like these chips feel
Speaker 1: like their iPhone, and at a time when that iPhone
Speaker 1: was revolutionary. He's doing the same thing in their space.
Speaker 1: Management team is incredibly competent and incredible. I've been along
Speaker 1: the stock. I've been beating the table about the stock
Speaker 1: for the last few years for sure. Chat to everybody
Speaker 1: in Red Panda who got in, I appreciate you. And
Speaker 1: for everyone who asks who's a new in video, there's
Speaker 1: no new Lebron, no new Toime Brady, no new Kobe,
Speaker 1: no new Michael Jordan. Either choose to invest in the
Speaker 1: best the theory is or find something else now normally
Speaker 1: because people would ask what's the new ig or Facebook
Speaker 1: or Netflix is never going to be in the same sector.
Speaker 1: So I think the next revolution in five or six
Speaker 1: years could be quantum computing. But as far as the
Speaker 1: chip space, I think they have this unlock. Black Rock
Speaker 1: and Vanguard feel the same way. You can go look
Speaker 1: at how State Street feels about them as well. But
Speaker 1: one of the most amazing runs I've seen for a
Speaker 1: company ever. And shout to all my gamers who was
Speaker 1: big on a video before the public call wind of them.
Speaker 2: Yeah, yeah, shout to everybody that reached out. I'm sure
Speaker 2: y'all got a bunch of text messages about it.
Speaker 1: I know I did.
Speaker 2: Yes, and trying to explain the splits is always it's
Speaker 2: always fun because it's like, okay, this is what it means.
Speaker 2: And the best way I can put it is it's
Speaker 2: a psychological maneuver, right, Like, well too, yeah, fundamentally, nothing
Speaker 2: really changes inside of the company. Right, for every one
Speaker 2: ship that you had, now you receive ten. So it's
Speaker 2: you got one hundred, you have a thousand. If you
Speaker 2: had two hundred, now you got two thousand. Right, So
Speaker 2: the price point and we're looking at the price now
Speaker 2: obviously the market was closed is at ten sixty four.
Speaker 2: So when it trades it'll be at a dollar if
Speaker 2: it stopped today, if it traded, which it will on
Speaker 2: I think June seventh and start in June tenth, people
Speaker 2: will start relieving this year is it'll if it's stopped today,
Speaker 2: it would be at one hundred and six dollars in
Speaker 2: maybe fifty cent.
Speaker 1: And that's how it works, right, So.
Speaker 2: Each year the money value will be the same, even
Speaker 2: inside the options market, they're going to split it the
Speaker 2: same way. But what it does do, that's why I
Speaker 2: said it's a psychological thing, is that it does seem
Speaker 2: more appealing to retail investors rather than paying almost eleven
Speaker 2: hundred for a year. It seems it's a lot more
Speaker 2: appilling to buy it at one hundred and ten dollars
Speaker 2: this year. Right, this is the company, especially if you're
Speaker 2: new to investing. You've been hearing everything about it. You've
Speaker 2: been seeing it everywhere for the past two at least
Speaker 2: two years, but definitely over the past twelve months you've.
Speaker 1: Heard about AI. Here's your opportunity.
Speaker 2: People will come into the space and say, all right, well,
Speaker 2: now it's my opportunity to grasp my shares, which is great,
Speaker 2: especially if people who have been holding in video like
Speaker 2: you said, maybe five years already two years, or even
Speaker 2: if you've been holding for it. Yeah, you've seen some
Speaker 2: extreme growth, and so it's encouraging right now now that
Speaker 2: there's an opportunity for you to get into it. I
Speaker 2: know you said it'll pull back under sub hundred with
Speaker 2: the amount of news, and I'll throw this question out
Speaker 2: to both of you guys. With the amount of news,
Speaker 2: the amount of media attention, everything was seen around it,
Speaker 2: where do you think it runs up to? Do you
Speaker 2: see it going to one ten, one fifteen, maybe one
Speaker 2: twenty before it actually pulls back?
Speaker 1: Or yeah, probably one, ten, and then my long targets
Speaker 1: for it to get back to five fifteen four, five
Speaker 1: fifteen four or five years. Yeah. They're producing record profit,
Speaker 1: record revenue, and in a space where a lot of
Speaker 1: American companies are not producing something of true value and infrastructure,
Speaker 1: they pretty much have the keys to the kingdom for
Speaker 1: digital infrastructure for the next ten years.
Speaker 3: So tough what Okay? So do you think in Video
Speaker 3: will eventually become the number one company in the world.
Speaker 1: I don't know if they will stay there, but I
Speaker 1: do think they have a chance.
Speaker 2: I'm gonna say, yeah, I think that puts them there, right. Yeah,
Speaker 2: but that's in the five period.
Speaker 1: And of course Microsoft, of course they're a big player
Speaker 1: in AI, think proximately through owning a large percentage of
Speaker 1: Open AI. But I do think they have it. My
Speaker 1: only fear is Saudi Aramco. If we hit recession, I
Speaker 1: think that business will be more valuable let's say global
Speaker 1: economic pullback, because they won't let the R words fly now.
Speaker 1: So if we have a global economic pullback, But if
Speaker 1: they eventually get to like that three hundred dollars range
Speaker 1: four hundred dollars range, I think they could be the
Speaker 1: number one company I don't think they stay there long term.
Speaker 1: I think Microsoft ultimately becomes number one and stays there
Speaker 1: for a long period of time. But I think then
Speaker 1: Video will at least touch number one in the market
Speaker 1: cap in the next couple of years two three years.
Speaker 3: Shouldn't Video be added to the down?
Speaker 1: Absolutely? Get three M or IBM or one of the
Speaker 1: little old guards out of here. It's cheap enough. It's
Speaker 1: really uh infrastructure play. There's a real business there. I
Speaker 1: don't know why it would not be added. It's not
Speaker 1: like the case of Tessa, where the business was murky
Speaker 1: in some areas. This is the one of the few
Speaker 1: companies that is clicking on all cylinders and almost nik
Speaker 1: a swat analysis. They almost have no weaknesses, almost don't
Speaker 1: have any. So yeah, I think they should be added
Speaker 1: to the DOW. Sure.
Speaker 3: So for people that are not invested in the video,
Speaker 3: what do you suggest? Should they invest now? Should they
Speaker 3: wait to the split? Should they wait till it pulls
Speaker 3: back under one hundred dollars after it splits.
Speaker 1: After it splits in its top one hundred, so maybe
Speaker 1: ninety five bucks if it gets to eighty nine hours?
Speaker 1: Who I be lated? Elated for everyone of the options.
Speaker 1: Troy is your specialty. Shot your specialty. Two years, don't
Speaker 1: do zero day expiration, don't do any one years. Hope
Speaker 1: for two years you'll be good. But yeah, wait till
Speaker 1: after the split. Sub one hundred definitely, eighty nine will
Speaker 1: be a great price. But ninety two to ninety four
Speaker 1: I'm not mad at if you're holding for the long term.
Speaker 2: Yeah, I'll go with the first thing, which is does
Speaker 2: it become the number one company in the world. Yeah,
Speaker 2: I think it does happen. Like I said, it's it's shortly,
Speaker 2: we'll at this pace in the next couple of quarters.
Speaker 2: It will pass Apple and marketcap yep, and the Microsoft
Speaker 2: is up next. I think again, long term, I think
Speaker 2: Microsoft will be the number one company. It is now
Speaker 2: as far as market cap, but yeah, it passes it.
Speaker 2: If you looked and you listen to the earnings report
Speaker 2: this week, yes, it blew out its earnings again. The
Speaker 2: data centers are just, I mean, running a rampant. But
Speaker 2: the Blackwell GPU has not been a part of that
Speaker 2: revenue structure yet, which is going to be released later
Speaker 2: this year. In something that you've talked about plenty of times.
Speaker 2: But for people who are not familiar with it. It
Speaker 2: is their new GPU. And here's what it focuses on.
Speaker 2: It focuses on energy efficiency. So when we're talking about
Speaker 2: how efficient can it do it? How much power does
Speaker 2: it take? But the Blackwell GPU is designed specifically for that,
Speaker 2: and it's going to improve advanced simulations AI quantum computing,
Speaker 2: data analysis, and it's going to reduce energy costs. And
Speaker 2: so you're talking about getting a higher quality product that's
Speaker 2: going to cost you less to use. You take that
Speaker 2: into account. The price point again is between thirty to
Speaker 2: thirty five thousand per GPU. We've already heard huge companies,
Speaker 2: whether it's Microsoft, whether it's in Video, whether it's Meta,
Speaker 2: I mean not, whether it's Meta, talking about their commitment
Speaker 2: to having those GPUs. When you're talking about these mega
Speaker 2: cap companies and their reliance on it going forward, especially
Speaker 2: in the AI race, Yeah, I think we're talking about
Speaker 2: a few more quarters at least the next eighteen months
Speaker 2: where they're going to continue to dominate. And if they have,
Speaker 2: I mean, I don't know. I haven't seen this in
Speaker 2: you can tell me if you. I haven't seen a
Speaker 2: company report this many quarters where it's absolutely destroying all
Speaker 2: of its estimates. And we don't see a slowdown, So yeah,
Speaker 2: I think it becomes a number one company and should it.
Speaker 1: Be added to the Dow.
Speaker 2: So last week we told to you about how the
Speaker 2: doll is rated. So just really quickly, the doall is
Speaker 2: made up of thirty stocks and it's price weighted average. Right,
Speaker 2: So in video couldn't come in, and we spoke about
Speaker 2: that because of its price. So the higher price stocks
Speaker 2: because of the index, moves higher based on the lower
Speaker 2: price one. If the percentage moves, it remains the same.
Speaker 2: So each dollar is not weighted equally. Right, So United
Speaker 2: Health which is like over five hundred dollars, and let's
Speaker 2: take a video. If it comes in at one hundred,
Speaker 2: that one dollar that that stock moves versus one dollar
Speaker 2: that in video moves would not be same.
Speaker 1: So percentages are taken into it.
Speaker 2: So coming down to that level, I think it's not
Speaker 2: even a matter if I believe, it's a matter of
Speaker 2: when it can do that, and I think that will
Speaker 2: happen within the next twelve months. I see it, I
Speaker 2: see you join it.
Speaker 1: Yeah, I mean, and video loon is worth more than
Speaker 1: entire German stock market. And going back to the pits
Speaker 1: and shovels. Like imagine in seventeen hundreds you have people
Speaker 1: that are selling shovels and buckets, and then here comes
Speaker 1: a company with a bulldozer that allows you to extract
Speaker 1: tons of gold out of one mountain. That's what Nvidio
Speaker 1: is selling.
Speaker 2: Or here comes a company that says, if you're going
Speaker 2: inside to dig for gold, you're gonna need clothing, and
Speaker 2: that clothing needs to be tough, and it needs to
Speaker 2: be rigid, and it needs to be sustainable in her temperatures.
Speaker 2: And then you call that company LEVI because all the
Speaker 2: lifetimes ahead.
Speaker 1: Like, but it's the power of staying focused. Like a
Speaker 1: lot of people didn't see this coming. I think because
Speaker 1: of the geopolitical stuff, let's be I'm gonna be very clear,
Speaker 1: TSM should have the spot. But because of the potential
Speaker 1: for there, Yeah, that allowed them to get into pole
Speaker 1: position and become number one. Needs to done a great
Speaker 1: job at every court. Like here they're smashing these numbers
Speaker 1: out of the park. It would be the quotal of
Speaker 1: a player coming in and like averaging forty five points
Speaker 1: and twenty rebounds.
Speaker 2: Again, what they're doing is ridiculous. I'm glad you brought
Speaker 2: up the TSM piece. I spoke about it last week.
Speaker 2: I said that was my option trade of the month.
Speaker 2: It still is, but you start I'm starting to hear
Speaker 2: it now like maybe TSM is just under price right
Speaker 2: especially for its important it's it's dominance. We're not talking,
Speaker 2: and we talked about your geopolitical standpoint. If anything is
Speaker 2: to happen to that company, what that means not just
Speaker 2: for them, but what it means for the entire pretty
Speaker 2: much you as economy and Video, Microsoft, Apple, Amazon, met
Speaker 2: If something is to happen with that company, you're talking
Speaker 2: about a major major issue globally. Right now, TSM holds
Speaker 2: more than ninety percent of the market share for leading
Speaker 2: as semiconductive manufacturing.
Speaker 1: Percent.
Speaker 2: Yep, that's ridiculous, And so we got esteem it at
Speaker 2: these numbers. Yeah, there might be a case point that
Speaker 2: it might be under price here. I know there was
Speaker 2: a little bit of consolidation. It pulled back to ninety
Speaker 2: maybe mid to early last year. Right now it's trading
Speaker 2: over one hundred and fifty. So one hundred and sixty three.
Speaker 2: I can see it again into one hundred and seventies.
Speaker 2: Not out the realm of belief, but yeah, it might
Speaker 2: be undervalued at this point, especially for what it means
Speaker 2: to the economy.
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