WEBVTT - What's Next for Microsoft and Apple Stocks?

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<v Speaker 1>An illegal alien from Guatemala charged with raping a child

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<v Speaker 1>in Massachusetts. An MS thirteen gang member from Al Salvador

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<v Speaker 1>accused of murdering a Texas man of Venezuelan charged with

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<v Speaker 1>filming and selling child pornography in Michigan. These are just

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<v Speaker 1>some of the heinous migrant criminals caught because of President

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<v Speaker 1>Donald J. Trump's leadership. I'm Christy nom the United States

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<v Speaker 1>Secretary of Homeland Security. Under President Trump, attempted illegal border

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<v Speaker 1>crossings are at the lowest levels ever recorded, and over

0:00:31.760 --> 0:00:34.960
<v Speaker 1>one hundred thousand illegal aliens have been arrested. If you

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<v Speaker 1>are here illegally, your next you will be fined nearly

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<v Speaker 1>one thousand dollars a day, imprisoned, and deported. You will

0:00:43.040 --> 0:00:46.680
<v Speaker 1>never return. But if you register using our CBP home

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<v Speaker 1>app and leave now, you could be allowed to return legally.

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<v Speaker 1>Do what's right. Leave now. Under President Trump, America's laws,

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<v Speaker 1>border and families will be protected.

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<v Speaker 2>Sponsored by the United States Department of Homeland Security.

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<v Speaker 3>This jet GBT situation, well, how will it affect Microsoft

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<v Speaker 3>and Apple stock? Specifically being at at Microsoft is the

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<v Speaker 3>thirty dollars month subscription and Apple is announcing they you

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<v Speaker 3>know they're coming out with their own So how will

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<v Speaker 3>it impact their stock.

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<v Speaker 4>To the moon even if they only get four million people,

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<v Speaker 4>which they'll probably get more than's a one hundred and

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<v Speaker 4>twenty million per month, not factoring in turn, Microsoft and

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<v Speaker 4>Apple are just finding more ways to be more dominant,

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<v Speaker 4>and unlike the nineteen nineties and early two thousands, they're

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<v Speaker 4>finding a way to do so at scale and give

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<v Speaker 4>people what they want. The conversation that we had earlier,

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<v Speaker 4>you know about the people have to vote you and unanimously.

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<v Speaker 4>Apple has been voted as the most favorite tech company,

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<v Speaker 4>and Microsoft is finding a way to be more beloved.

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<v Speaker 4>A monks enterprise, Stocker is going to keep getting better,

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<v Speaker 4>like everything that you like.

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<v Speaker 5>Apple and Microsoft are.

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<v Speaker 4>Like Lebron in this regards like it took all the

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<v Speaker 4>criticism and adapted this game to that. At one point

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<v Speaker 4>Lebron can't shoot the three. Well, he's not being physical

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<v Speaker 4>enough in a post. He always looks to make the

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<v Speaker 4>right play and not be aggressive. He took all their

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<v Speaker 4>criticism became better. Apple's done the same thing. They could

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<v Speaker 4>have just leaned on the iPhone sales and iPads sales forever,

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<v Speaker 4>they did not. They constantly finding ways to innovate. As

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<v Speaker 4>soon as Meta decided to go be a metaverse company,

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<v Speaker 4>Apple said, okay, let me make some hardware for that sector.

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<v Speaker 4>They're still working on the wallet and the blockchain stuff.

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<v Speaker 4>They're just being quiet about that. And then all of

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<v Speaker 4>a sudden, here comes AI and then they adjust and

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<v Speaker 4>put a team on there to make one of the

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<v Speaker 4>better large language models there. Like the biggest companies on

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<v Speaker 4>there's a reason why they're number one and number two.

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<v Speaker 4>And I know everyone once a month, like every well

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<v Speaker 4>frequently people ask me, hey, what's the new Apple and Microsoft?

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<v Speaker 4>Apple and Microsoft? Because if you get big enough to

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<v Speaker 4>get hot enough, they're going to buy you out. This

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<v Speaker 4>is how business is done. And when fifty one is

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<v Speaker 4>the hottest thing on earth, Jimmy and Dre and m

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<v Speaker 4>all got together and say, hey, let's all go in

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<v Speaker 4>on this.

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<v Speaker 6>D Yeah, I mean, let's still about the profits real quick.

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<v Speaker 6>I mean, if we talk even at a five percent, right,

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<v Speaker 6>So if we go with that number of four hundred

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<v Speaker 6>million uses on office three sixty five, you take that number, right,

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<v Speaker 6>you get five percent of the people. You're at twenty million,

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<v Speaker 6>twenty million times thirty dollars a month. You got six

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<v Speaker 6>hundred million dollars a month, six hundred million dollars a

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<v Speaker 6>month for a product that you will already have for

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<v Speaker 6>my product that people are used to and are very

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<v Speaker 6>familiar with and have loyalty to. Right, I don't know,

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<v Speaker 6>I mean people use that. I don't know how many

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<v Speaker 6>people use pages in enterprise enterprises, I don't know, but

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<v Speaker 6>I know people use Microsoft Open. Right, Yeah, at ten percent.

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<v Speaker 6>If they have ten percent of those subscribers come back

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<v Speaker 6>and say all right, we're going.

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<v Speaker 5>To get the subscription.

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<v Speaker 6>Now you're doing one point two to one point three

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<v Speaker 6>billion a month just on that, just on Microsoft Office.

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<v Speaker 6>That doesn't even account anybody that decides that, hey, we

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<v Speaker 6>want to now add this to our academy and we

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<v Speaker 6>want to put this and implement this into our business.

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<v Speaker 5>That's just existing customers. Yeah.

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<v Speaker 6>So when we think about the stock, it looks the

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<v Speaker 6>rise of Microsoft Content is going to continue and it

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<v Speaker 6>looks promising for the future.

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<v Speaker 4>I mean, Satia has done so well that since he's

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<v Speaker 4>been there in tenure, he's personally made a billion dollars.

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<v Speaker 4>You know how much value you have to drive for

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<v Speaker 4>a company for you to collect a billion dollars over

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<v Speaker 4>like an eight year period, Like we keep having these

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<v Speaker 4>conversations about lists, we need to have a conversation about

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<v Speaker 4>top five CEOs of this decade. That's way more important

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<v Speaker 4>than if you think LI loses, I want to rock single,

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<v Speaker 4>what's rapper?

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<v Speaker 5>And like that shit does not matter.

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<v Speaker 4>Like these companies are controlling the world and if we're

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<v Speaker 4>not involved in them and don't invest in them, we're

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<v Speaker 4>going to be left behigh.

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<v Speaker 6>This episode is brought to you by P and C Bank.

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<v Speaker 6>A lot of people think podcasts about work are boring,

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<v Speaker 6>National Association Member FDIC.

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<v Speaker 5>Ernest What's up?

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<v Speaker 1>An illegal alien from Guatemala charged with raping a child

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<v Speaker 1>in Massachusetts. An MS thirteen gang member from Al Salvador

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<v Speaker 1>accused of murdering a Texas man of Venezuelan charged with

0:07:14.160 --> 0:07:18.040
<v Speaker 1>filming and selling child pornography in Michigan. These are just

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<v Speaker 1>some of the heinous migrant criminals caught because of President

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<v Speaker 1>Donald J. Trump's leadership. I'm Christy nom the United States

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<v Speaker 1>Secretary of Homeland Security. Under President Trump, attempted illegal border

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<v Speaker 1>crossings are at the lowest levels ever recorded, and over

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<v Speaker 1>one hundred thousand illegal aliens.

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<v Speaker 2>Have been arrested.

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<v Speaker 1>If you are here illegally, your next you will be

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<v Speaker 1>fine nearly one thousand dollars a day, imprisoned and deported,

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<v Speaker 1>you will never return. But if you register using our

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<v Speaker 1>CBP home app and leave now, you could be allowed

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<v Speaker 1>to return legally. Do what's right. Leave now. Under President Trump,

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<v Speaker 1>America's laws, border and families will.

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<v Speaker 2>Be protected sponsored by the United States Department of Homeland Security.

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<v Speaker 4>Like I know you guys saw that video where a

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<v Speaker 4>guy worked at a factory for thirty years and just

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<v Speaker 4>lost his pension. I just hate to say it. This

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<v Speaker 4>is not going to be the only company. I keep

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<v Speaker 4>screaming it and no one wants to talk about it.

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<v Speaker 4>Chicago's pension fund is almost bankrupt, and no one's saying

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<v Speaker 4>the word Chicago would be there in October. Hopefully we

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<v Speaker 4>can have a solution for you by then. Things are

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<v Speaker 4>getting serious. Inflation is getting hot. Like when I saw Spotify,

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<v Speaker 4>Air Netflix adjust their pricing model, I'm like, inflation is

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<v Speaker 4>really hidden because this is the fastest that I've seen

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<v Speaker 4>them make a change in terms that are pricing, and

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<v Speaker 4>more companies are doing it.

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<v Speaker 5>We have to be very careful.

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<v Speaker 4>Like once again, the average car payment is now like

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<v Speaker 4>seven oh two to seven ninety. A lot of people

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<v Speaker 4>say that's too much. Now that's for a normal car.

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<v Speaker 4>This isn't for a g Wagon or ben Taga. This

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<v Speaker 4>is for like a normal car. Inflation is kicking the

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<v Speaker 4>world's ass and we missed that. But also too, when

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<v Speaker 4>you have no inflation, excuse me, when you have zero

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<v Speaker 4>percent interest rates for fourteen fifteen years, what do you

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<v Speaker 4>think is going to happen? If you are not investing

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<v Speaker 4>for the long term, it's going to be the biggest

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<v Speaker 4>mistake of your life.

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<v Speaker 5>But thank you.

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<v Speaker 4>Guys for being here, and if I've made you money,

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<v Speaker 4>please put us in chat there It.

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<v Speaker 5>Is there, it is.

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<v Speaker 6>Do you think at some point in the next three

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<v Speaker 6>to five years, with this technology being that Apple, oh

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<v Speaker 6>is going to enter the chat well the GBT race.

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<v Speaker 6>Microsoft is already here in the lead. Does Microsoft pass

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<v Speaker 6>Apple as the number one company in terms of market

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<v Speaker 6>CAAP right now? Apple's at over three trillion, Microsoft's at

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<v Speaker 6>two point six.

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<v Speaker 5>Do you see it happen in the next three to five.

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<v Speaker 4>US possibly if Apple has a couple slips and if

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<v Speaker 4>this VR project doesn't go as well. The one thing

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<v Speaker 4>they want to address is that the iPhone market is

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<v Speaker 4>slowing down dramatically. I do think and shout out to

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<v Speaker 4>all my Samsung people. I'll give you guys credit. Apple

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<v Speaker 4>needs to innovate a hell of a lot faster. Like

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<v Speaker 4>I know they buy the screens from Samsung, but like

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<v Speaker 4>by the time iPhone seventeen comes out, it's going to

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<v Speaker 4>be the same phone as like the fourteen Promax. I

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<v Speaker 4>want to see some innovation outside of the camera.

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<v Speaker 5>I think that's amazing.

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<v Speaker 4>I think the software is amazing, But like in terms

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<v Speaker 4>of the phone, we haven't seen much differentiation. Like my

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<v Speaker 4>guy Drew like he'll get every new Samsung phone. I'm like, wait,

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<v Speaker 4>you can put your phone on top of a phone

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<v Speaker 4>in charge it.

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<v Speaker 5>I can't do that. Like there's so many innovations.

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<v Speaker 4>I think that we take for granted that are not

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<v Speaker 4>being used on Apple side, and I think if they

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<v Speaker 4>were a lot more innovative and not being comfortable there,

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<v Speaker 4>they could see the sales increase. But we're getting a

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<v Speaker 4>very interesting race. Like I think Microsoft has the B

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<v Speaker 4>to B enterprise side on Lock. Apple has the consumer

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<v Speaker 4>side on Lock. But if Microsoft is able to get

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<v Speaker 4>a crossover consumer hit, it could them in the leade.

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<v Speaker 4>But that's why I've always said invest in us have too.

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<v Speaker 6>Yeah, it makes it interesting because we just talked about

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<v Speaker 6>this last week and we're talking about innovation and what's

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<v Speaker 6>the new product, Tim Cook.

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<v Speaker 5>The way it looks is like the new product is

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<v Speaker 5>new territory. Let's go to India, to India, that's the

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<v Speaker 5>new product.

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<v Speaker 6>And then I saw reports now that Amazon has decided

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<v Speaker 6>that they're going to spend fifteen billion in India. So

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<v Speaker 6>rather than saying, like, all right, we have to come

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<v Speaker 6>up with a new product, we have to come up

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<v Speaker 6>with a new product, Let's get new customers in new territories,

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<v Speaker 6>another strategy.

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<v Speaker 4>I mean, I also find it ironic on the political

0:11:33.880 --> 0:11:35.520
<v Speaker 4>side that there's no money to build up the black

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<v Speaker 4>middle class, and we sell money to Ukraine and build

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<v Speaker 4>up India's middle class and China's, but there's no money

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<v Speaker 4>for black and brown people. Tune into the episode of

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<v Speaker 4>High Level Conversations with nineteen Keys where some solutions are posted.

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<v Speaker 4>You understand me, I don't understand how the money out there?

0:11:53.440 --> 0:11:55.120
<v Speaker 4>Like for those of you like Yo, you just pro

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<v Speaker 4>app on port Microsoft. I'm like, I'm here to make

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<v Speaker 4>y'all money. I'll see the other side of the game too, though.

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<v Speaker 4>How are all these billions able to be funneled to

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<v Speaker 4>like we live really built India's middle class in China's

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<v Speaker 4>and then they became our competition, and now we're going

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<v Speaker 4>to move some of our most prized companies there.

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<v Speaker 1>An illegal alien from Guatemala charged with raping a child

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<v Speaker 1>in Massachusetts. An MS thirteen gang member from Al Salvador

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<v Speaker 1>accused of murdering a Texas man of Venezuelan charged with

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<v Speaker 1>filming and selling child pornography in Michigan. These are just

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<v Speaker 1>some of the heinous migrant criminals caught because of President

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<v Speaker 1>Donald J. Trump's leadership. I'm Christy nom the United States

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<v Speaker 1>Secretary of Homeland Security. Under President Trump. Attempted illegal border

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<v Speaker 1>crossings are at the lowest levels ever recorded, and over

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<v Speaker 1>one hundred thousand illegal aliens have been arrested. If you

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<v Speaker 1>are here illegally, your next you will be fine nearly

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<v Speaker 1>one thousand dollars a day, imprisoned and deported. You will

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<v Speaker 1>never return. But if you register using our CBP home

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<v Speaker 1>app and now, you could be allowed to return legally.

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<v Speaker 1>Do what's right, leave now. Under President Trump, America's laws,

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<v Speaker 1>border and families.

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<v Speaker 2>Will be protected. Sponsored by the United States Department of

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<v Speaker 2>Homeland Security,