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Speaker 1: Three signs a stock is about the ten x.

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Speaker 2: One for me. They have a competitive advantage in a

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Speaker 2: niche market that no one else is great at and

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Speaker 2: they have ninety percent market share. So if it's a

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Speaker 2: company who operates really well in the space, and when

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Speaker 2: you think of that sector, they have ninety percent of

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Speaker 2: market share, that's a great sign. Number Two, they're consistently

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Speaker 2: doing like revenues compound in twenty five percent to fifty

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Speaker 2: percent year over year. And three, inside ownership is incredibly high.

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Speaker 2: You can go to y'ahoo finance for CNBC when typing

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Speaker 2: the stock. But if the inside ownership is not high,

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Speaker 2: there's a reason why. Like when we went to Nvidia,

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Speaker 2: we had the fortune to meeting one of the founders

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Speaker 2: still holding on to some of the shares. Of course

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Speaker 2: he's cashed out to some, But when I see a

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Speaker 2: company CEO is actively selling a bunch of shares all

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Speaker 2: the time, there's a reason why I like for the

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Speaker 2: institution ownership to be high. But they have to dominate

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Speaker 2: a niche market, kind of like how Nvidia deal with gaming,

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Speaker 2: AMD did with gaming, Apple did, and a computer space

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Speaker 2: the music space. Then from there they'll grow. That's incredibly

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Speaker 2: important to me. So those are like the three or

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Speaker 2: four key metrics or KPI as I look at to

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Speaker 2: know if a stock is gonna ten x over the

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Speaker 2: next five or six years.

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Speaker 3: They're all phenomenal. I think that demand piece is important,

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Speaker 3: having a creative advantage in the space, having a mote.

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Speaker 3: I think having that moat, especially in your sector, it

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Speaker 3: changes it, right. And when I think about the memory story,

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Speaker 3: that is exactly what it is.

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Speaker 1: Right.

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Speaker 3: If we understand that every GPU, TPU TV is going

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Speaker 3: to need memory, well, then they have a competitive advantage

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Speaker 3: because they're going to be essential to the growth of

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Speaker 3: the AI story. And so what happens, supply goes up, right,

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Speaker 3: but demand becomes even greater than the supply, and that

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Speaker 3: will show you, Okay, we're going to see some relative

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Speaker 3: strong tail winds of growth and in their future, but

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Speaker 3: there'll be a few one or two that will be

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Speaker 3: here for the long term. And so when you start

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Speaker 3: to see demand right for a specific company or a

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Speaker 3: specific task that a company does and they have a

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Speaker 3: mold around that space, man, those are all solid signs

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Speaker 3: of something that's abound to go.

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Speaker 2: And even to your point, sand Disk, and you can

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Speaker 2: argue my crime they focus solely on their space so

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Speaker 2: well that when this AI inflection point came, they were prepared.

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Speaker 2: They have been prepared for years. And shout to all

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Speaker 2: the creators that use sand disk and Seagate and all

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Speaker 2: like that entire class. But they were prepped by dominating

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Speaker 2: a niche first, and then all those inflection points. After

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Speaker 2: we're shout out about you.

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Speaker 1: Look to see who's who's at the White House, the CEOs.

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Speaker 2: You know what, It's not a bad take, and especially

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Speaker 2: these last twelve years, it is a great insight for

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Speaker 2: sure governmental policy.

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Speaker 3: Yeah, I think it just back to what you were

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Speaker 3: saying about that that the Sandars piece. I think they're

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Speaker 3: opening up space for other companies because what they've what

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Speaker 3: they've done is actually, you know, they've focused on the

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Speaker 3: AI segment, but even like a microphone who has focused

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Speaker 3: on AI and focused on data centers, they've left a

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Speaker 3: little bit of this telecommunications portion of their business and

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Speaker 3: said all right, well somebody else can do that because.

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Speaker 1: We're yeah, we don't even want that yep.

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Speaker 3: Right, So there'll be companies who come in, whether it's

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Speaker 3: for automotives or if it like I said, it's for

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Speaker 3: tablets or computers. Somebody's going to come in with that

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Speaker 3: drum technology and say, hey, I know those guys are

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Speaker 3: thinking about the you know, the big hyper scales of

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Speaker 3: the world, but we're here for the little people, right

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Speaker 3: we We're here for that startup company who needs that

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Speaker 3: that type of functioning for their memory. Somebody's going to

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Speaker 3: be worth out of that.

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Speaker 2: Rishard, what'd you be looking at when you look at

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Speaker 2: the White House thing? Because the way you you laughed,

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Speaker 2: I'm like, you know, like I.

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Speaker 1: Said, I mean thinking about Trump is that he's cutting

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Speaker 1: deals left and right, and he's definitely not hiding who's

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Speaker 1: who's he who's he you know, partial to let's just

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Speaker 1: say that. So I feel like a lot of CEOs

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Speaker 1: have tried to get friendly with him. But there's a

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Speaker 1: there's a few sectors and there's a few you know,

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Speaker 1: industries that you know, have had direct lines of communication

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Speaker 1: with the administration. And it's obvious and even even if

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Speaker 1: you look at palented, I mean it's obvious. Yeah, from

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Speaker 1: a variety of different standpoints, there are a line of

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Speaker 1: communication with the government, and the government's dependency on their

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Speaker 1: technology and what they've actually already implemented from both administrations