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Speaker 3: So here's what everybody is interested in picks for twenty
Speaker 3: twenty two. What are your picks for twenty twenty two?
Speaker 2: I'll pick of the year, all right.
Speaker 4: So last year we ended the year, we said Microsoft's
Speaker 4: going to be our stock of the year this year.
Speaker 4: Lo and behold, I'm saying that Amazon will be the
Speaker 4: company of twenty twenty two. I'm that'scott going to tell you.
Speaker 4: I'm gonna break down some numbers. I'm gonna show you
Speaker 4: some things and tell you why I think that. Number one,
Speaker 4: let's start here. They are on pace to be the
Speaker 4: largest e commerce business in the world. They are going
Speaker 4: to surpass Walmart at probably by the second or third
Speaker 4: quarter next year.
Speaker 2: Number two, they have the largest cloud.
Speaker 4: Service in the world. AWS is only growing third reason.
Speaker 4: Every four years, Microsoft does something very unique. They even
Speaker 4: they innovate, and then they work on logistics. So twenty fourteen,
Speaker 4: they innovate, work on logistics, twenty fifteen and they actually
Speaker 4: put their first physical store twenty seventeen eighteen you get
Speaker 4: Amazon Prime. So they innovate, work on logistics, and so
Speaker 4: every four years they find new ways to generate income
Speaker 4: right where they was buying whole foods, and then three
Speaker 4: years later you now see that they're Amazon those stores.
Speaker 4: That was twenty fourteen, twenty eighteen, The next year would
Speaker 4: be twenty twenty two. Innovation leads to logistics. What have
Speaker 4: they done over the past two years. They have bought
Speaker 4: over thirty four factories thirty eight factories to be exact
Speaker 4: and rural and non row locations. Here's why we spoke
Speaker 4: about this on the episode number one. They want to
Speaker 4: be able to deliver on one day and they eventually
Speaker 4: have same day deliveries, not just for e commerce, but
Speaker 4: they're also in healthcare. Right their acquisition of pill pack
Speaker 4: tells you that, and so now imagine when you can
Speaker 4: get healthcare delivered to you, same day, prescription.
Speaker 2: Filled and delivered to you. They all so acquired the
Speaker 2: rights to the NFL like that.
Speaker 4: Probably seems like it doesn't mean much, but that's been
Speaker 4: on this network for years.
Speaker 2: Amazon now has.
Speaker 4: The rights for that going into twenty twenty two. They
Speaker 4: also are going to be this is crazy. They just
Speaker 4: put this out. They're going to be the largest package
Speaker 4: delivery carrier in the US by the first quarter.
Speaker 2: Of twenty twenty two.
Speaker 4: That means they're going to be bigger than you SPS
Speaker 4: and ups, the largest delivery service in the country. Those
Speaker 4: are just like the fundamental reasons, some of the technical reasons.
Speaker 4: If you've been following Amazon's stop for the year, you've.
Speaker 2: Seen consolidation, consolidation.
Speaker 4: It's fluctuated between I think got it to thirty seven
Speaker 4: hundred in April, but it's fluctuated pretty much throughout the
Speaker 4: year from about thirty one hundred to thirty three thirty
Speaker 4: four hundred. Compared to its fame counterparts, you had Metal,
Speaker 4: which is formally Facebook. It's grown twenty one percent. Apple's
Speaker 4: gone thirty one percent. Netflix has gone thirteen percent. Google
Speaker 4: has gone sixty four percent. Amazon has grown four percent
Speaker 4: here right, so there's plenty of room for growth there.
Speaker 2: The last piece, the last piece.
Speaker 4: Again is that we can't discount the fact of what
Speaker 4: AWS means to technology, what it means for cloud service,
Speaker 4: when it means for business. It is the goliath in
Speaker 4: the I cloud world, and that that is growing at
Speaker 4: a ridiculous rare. I think the numbers like it over
Speaker 4: the past five years has going by fifty sixty.
Speaker 2: I'm putting all those things together.
Speaker 4: I'm looking at the consolidation on a technical standpoint, I'm
Speaker 4: looking at all these other factors. I'm saying Amazon is
Speaker 4: my pick for the stock of the Year for twenty
Speaker 4: twenty two.
Speaker 3: There you have it, ladies and gentlemen, Amazon Troy's bulleh
Speaker 3: on Amazon.
Speaker 5: So that's all a stock club pichure is a boomer,
Speaker 5: I'm telling you, especially if they split. Remember what maybe
Speaker 5: six months ago, we told you that they were going
Speaker 5: to start buying up malls and uh mix use spaces
Speaker 5: and stuff like that. Please hold on onto that for
Speaker 5: the next five ten years.
Speaker 2: Right. And it's not just the major cities. It's not
Speaker 2: just major city.
Speaker 4: It's literally it's rural cities where they can be attached
Speaker 4: to a major city.
Speaker 2: Right.
Speaker 4: So for example, if you live in a Tri state area, right,
Speaker 4: like a town or a county like Orange County, Right,
Speaker 4: that's outside of New York. But can packages get from
Speaker 4: Orange County to the greater Tri State area. Absolutely? And
Speaker 4: so they buy they're buying up warehouses, warehouses, old malls,
Speaker 4: and we've seen malls closed and I told you this
Speaker 4: like two years ago. Malls have the perfect infrastructure for Amazon.
Speaker 4: Why they have storage, they have parking, right, and they
Speaker 4: have arrogate, they have water inside, right, So there's obviously
Speaker 4: if you're in a mall, they have to have water,
Speaker 4: water fountains and water to go throughout them all for
Speaker 4: all the businesses.
Speaker 2: And so they have all those things bathrooms.
Speaker 4: All they need to do is just renovate and now
Speaker 4: that becomes a storage site for daily shipping or one
Speaker 4: day shipping.
Speaker 2: And so I'm bullish on them. I love Amazon. That's
Speaker 2: that's my pick of the year.
Speaker 5: Somebody in the comments said that if interest rates go up,
Speaker 5: Amazon is going to fall. You know that's not true.
Speaker 5: People have to remember that Bezos was in the hedge
Speaker 5: from Space before all of us. Team is very heavy
Speaker 5: on the risk to reward modeling. Interest rates probably have
Speaker 5: to go up to like eighteen percent in order for
Speaker 5: Amazon to not work. So I understand why you may
Speaker 5: think that. But if interest rates do go up, we
Speaker 5: go through a season of price crunching. Where are people
Speaker 5: going to turn to first to get.
Speaker 2: The best deal that I was going to say that,
Speaker 2: but I'm glad you did.
Speaker 5: Now going to kmart or adventure Shout out to my
Speaker 5: people back home. There's one like conglomerates, we have to
Speaker 5: They get the information fastest, they analyze data faster, so
Speaker 5: all the like Amazon is the market maker. They let
Speaker 5: other people route their orders on to their site, which
Speaker 5: is called order flow, and an invest in space. They
Speaker 5: then take it, model it make a bot out of
Speaker 5: it quant and they use it to dominate everybody else
Speaker 5: in the space. Right, they won't go in there anytime soon.
Speaker 4: And that's I'm glad you said that, because if we
Speaker 4: look at like inflation, if prices arise, and you're the
Speaker 4: first place that's from a retail standpoint is let me
Speaker 4: go find where I can buy things the cheapest, right.
Speaker 4: And so we've seen Amazon dominate in that space where
Speaker 4: they'll just take over a company and say we're going
Speaker 4: to offer the prices as low as possible so we
Speaker 4: can get more value and potentially put somebody out of it.
Speaker 4: That's just been their method, right. And so when you
Speaker 4: think about retail space during inflation, you think about places
Speaker 4: like a Walmart or Amazon or a Target, which will
Speaker 4: have competitive prices based on inflation. Right, if prices go up,
Speaker 4: they can still offer a discount because the way they're
Speaker 4: purchasing a lot of the other merchandise.
Speaker 3: There. You have it, ladies and gentlemen, Amazon should pick.
Speaker 2: So I have a few.
Speaker 3: I have a few different picks. I'm gonna start with cryptocurrency,
Speaker 3: and I'm gonna start with uh Solana, which is interesting.
Speaker 3: Solana is they used to call it the Ethereum killer.
Speaker 3: That was kind of his thing. It was like the
Speaker 3: world's fastest blockchain and worked a lot faster than Ethereum
Speaker 3: and has lower fees in Ethereum. Now, Solana is interesting because, yes,
Speaker 3: it is up eleven thousand percent this year.
Speaker 2: I get that, I get how much you know.
Speaker 3: But that doesn't that doesn't mean that it's Keep in
Speaker 3: mind Ethereum all of those coins when they first started.
Speaker 2: Ernest what's up.
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Speaker 3: One of ten fifteen to twenty five thousand percent and
Speaker 3: they still had gains. It's not going to go up
Speaker 3: eleven thousand percent next year. That's not going to happen,
Speaker 3: but it doesn't mean that it's still not room for increase.
Speaker 3: It's at one seventy one right now, which is office
Speaker 3: fifty two week high, which is two fifty eight.
Speaker 2: I believe it.
Speaker 3: Has five hundred million uh supply as far as coins,
Speaker 3: So that may seem like a lot, but it's it's
Speaker 3: kind of in range. Ethereum has I think, one hundred
Speaker 3: and one million, one hundred and nineteen million, but if
Speaker 3: you look at something like XRP, XRP has almost one
Speaker 3: hundred billion, so you know, it's it's still room to
Speaker 3: growth there. And one of the reasons why I really
Speaker 3: like Solana a lot is that, you know, we talk
Speaker 3: about NFTs, and I think that NFT is definitely gonna have,
Speaker 3: you know, a correction at some point, but I think
Speaker 3: NFTs is gonna be here to stay, and it's going
Speaker 3: to be interesting because you know, it offers an alternative
Speaker 3: for you know, projects to be built on Solana, and
Speaker 3: all it takes is one or two big projects to
Speaker 3: be built on Solana and people realizing that, you know,
Speaker 3: you don't necessarily have to use ethereum to build your
Speaker 3: NFT project. So as the NFTs go that, you know,
Speaker 3: that could be good for Solana. Now I said I
Speaker 3: have a couple. Ethereum is another one, because if we're
Speaker 3: going to talk about Solana, we have to talk about ethereum.
Speaker 3: And I don't think that ethereum it's going anywhere. You know,
Speaker 3: people have complaints about ethereum the gas gas fees pretty high,
Speaker 3: but ethereum two point zero will be coming out at
Speaker 3: some point. Ethereum two point oh will be coming out
Speaker 3: at some point.
Speaker 5: And it shouldn't be a value or separated.
Speaker 3: I think it's gonna be a value. I think it's
Speaker 3: gonna be a value. I think so, but you know
Speaker 3: what we'll have to see. But regardless, I still believe
Speaker 3: in Ethereumtherium has always been my favorite cryptocurrency because it
Speaker 3: has a real, real life use case. Projects are being
Speaker 3: built on it. It's probably the most you know, useful
Speaker 3: crypto in this space, and it's the second biggest outside
Speaker 3: of bitcoin. So I think that ethereum is here to stay.
Speaker 3: I don't think it's going anywhere, and I think that,
Speaker 3: you know, it's gonna it's gonna do well. I think
Speaker 3: it's going to do well in the next year, the
Speaker 3: next five years.
Speaker 2: Yeah, I think.
Speaker 4: Well, we had that conversation where we could see it
Speaker 4: hit ten two.
Speaker 3: Yeah, well there is one of those coins now. As
Speaker 3: far as stocks, you know, I'm an ETS guy. I
Speaker 3: think that you know, we've talked about this all the time.
Speaker 3: But there's no need to go away from something that
Speaker 3: has been working just because it has worked. I think
Speaker 3: SMH is still here to stay. And like I said,
Speaker 3: especially when you look at you know, the chip shortage,
Speaker 3: and you look at you know, all of the companies
Speaker 3: inside the SMH, and you know, we're moving just more
Speaker 3: and more into technology every single day. So I feel
Speaker 3: like SMH still has room to grow. I feel like
Speaker 3: SMHI will probably do well. And don't sleep on Facebook.
Speaker 3: I feel like, you know, Facebook is a company that's interesting,
Speaker 3: and I think that you know, Facebook has room to
Speaker 3: grow as well. You know, of course they got a
Speaker 3: lot of tension with Meta changing its name, but that's
Speaker 3: not the only use of Facebook. I think WhatsApp is
Speaker 3: something that is like it's hidden Jim. If you communicate
Speaker 3: with people outside of America, you know how beneficial WhatsApp is.
Speaker 3: And the fact that it's still not really that popular
Speaker 3: in the States as opposed to how it is outside
Speaker 3: of the States. I think that WhatsApp has a lot
Speaker 3: of room for growth and potential. I think that you know,
Speaker 3: TikTok is definitely here to stay, and TikTok is a
Speaker 3: is a formidable opponent. But I think that there's still
Speaker 3: room for Instagram. I feel like, you know, Instagram is
Speaker 3: still you know, some some years before it actually starts
Speaker 3: to you know, fade away. So I think Facebook is
Speaker 3: gonna be one of these companies that's going to be interesting.
Speaker 3: And the company from last year too, Microsoft, I think
Speaker 3: Microsoft is. I think Microsoft is gonna So it's a lot.
Speaker 3: That's a lot of picks, but I just feel like,
Speaker 3: you know, I feel like, you know, all of those picks.
Speaker 2: I don't think you can go wrong. You can see
Speaker 2: some see I love them more. I love them more.
Speaker 3: That's my basket.
Speaker 5: You guys know what I'm gonna say, Number one most
Speaker 5: consistent realer stories, Apple.
Speaker 3: The Glasses.
Speaker 5: I'm gonna give a couple of picks, Apple, Ripple Hex
Speaker 5: and Video. Once this legislation turns over in favor.
Speaker 2: Of Ripple.
Speaker 5: Man, the game is gonna change. I'll say that. And
Speaker 5: for those I said, not an article this week, but
Speaker 5: when I tell you guys, okay, I asked the question
Speaker 5: what political movement was behind ethereum becoming mainstream. A lot
Speaker 5: of times people just say, hey, this.
Speaker 2: Coin.
Speaker 5: I bed this coin because I remember in twenty sixteen
Speaker 5: one light coin. We're supposed to be greatest thing ever
Speaker 5: and it did not pan out to be that way.
Speaker 5: There are regimess that helped push these fronts right. I
Speaker 5: think with Tyler's brilliant, but not as brilliant as Charles
Speaker 5: uh the make cardinal kudos te Quila, but I think
Speaker 5: Ripple would be great. Hecks will be great after because
Speaker 5: of the glasses. They'll finally announced the car. If you
Speaker 5: guys have seen the movie Swan Song, the car will
Speaker 5: look something like that out of that movie and in
Speaker 5: video will only get bigger as a result of game.
Speaker 5: And so those are the four picks for twenty twenty
Speaker 5: two that are absolutely amazing. But for those of you
Speaker 5: that are not familiar familiar with Hecks, please get familiar.
Speaker 2: Pretty quickly.
Speaker 5: And it's still relatively cheap for being a favor.
Speaker 2: To do so in video was gonna be my number two.
Speaker 4: I thought we were just doing one in video meta Uh,
Speaker 4: we're definitely like two and three Facebook. Yeah, yeah, Like
Speaker 4: I said, like if we're already in the metaverse, but
Speaker 4: if we're going to talk about the two leaders, and
Speaker 4: they're definitely in video and see on Facebook the omniverse,
Speaker 4: I mean they can control the graphics of it. They
Speaker 4: control the gaming of it. It's just they have a
Speaker 4: competitive advantage when it comes to that. So I loved
Speaker 4: in video. In fact, there was another E t f
Speaker 4: uh that had in video as the number one allocation.
Speaker 2: It's a semi semi conductor ETF.
Speaker 4: So s o x X write that down s O
Speaker 4: x x a solid E T F but all of
Speaker 4: the semis inside and video is the number one allocation.
Speaker 4: And another sleeper and I've been doing this is on
Speaker 4: my watch list now. Oh n o N so o
Speaker 4: N semi conductor. Another another one. If you just look
Speaker 4: at the growth, look at the chart through the research
Speaker 4: on that, that's a that's another good sleeper. No s
Speaker 4: O s I see somebody put x o x o
Speaker 4: that and I like to Beyonce song s o x
Speaker 4: x socks. Yeah yeah, and I love essay as mL
Speaker 4: love that one.
Speaker 3: See some people in the chat too. All right, well
Speaker 3: that was a lot of information. My graduates from my
Speaker 3: school being forced back drop back drop, my drop, back drop,
Speaker 3: back drop,