Speaker 1: This episode is brought to you by P and C Bank.
Speaker 1: A lot of people think podcasts about work are boring,
Speaker 1: and sure they definitely can be, but understanding a professionals
Speaker 1: routine shows us how they achieve their success little by little,
Speaker 1: day after day. It's like banking with P and C Bank.
Speaker 1: It might seem boring to safe plan and make calculated
Speaker 1: decisions with your bank, but keeping your money boring is
Speaker 1: what helps you live or more happily fulfilled life. P
Speaker 1: and C Bank Brilliantly Boring since eighteen sixty five. Brilliantly
Speaker 1: Boring since eighteen sixty five is a service mark of
Speaker 1: the PNC Financial Service Group, Inc. P and C Bank
Speaker 1: National Association Member FDIC.
Speaker 2: Erness What's Up?
Speaker 1: You ever walk into a small business and everything just
Speaker 1: works like the checkout is fast, the receipts are digital,
Speaker 1: tipping is a breeze, and you're out the door before
Speaker 1: the line even builds. Odds are they're using Square? We
Speaker 1: love supporting business is that run on Square because it
Speaker 1: just feels seamless. Whether it's a local coffee shop, a
Speaker 1: vendor at a pop up market, or even one of.
Speaker 2: Our merch partners.
Speaker 1: Square makes it easy for them to take payments, manage inventory,
Speaker 1: and run their business with confidence, all from one simple system.
Speaker 1: If you're a business owner or even just thinking about
Speaker 1: launching something soon, Square is hands down one of the
Speaker 1: best tools out there to help you start, run and grow.
Speaker 1: It's not just about payments, it's about giving you time
Speaker 1: back so you can focus on.
Speaker 2: What matters most ready.
Speaker 1: To see how Square can transform your business, visit Square
Speaker 1: dot com backslash, go backslash eyl to learn more that
Speaker 1: Square dot com backslash, go backslash eyl. Don't wait, don't hesitate.
Speaker 1: Let's Square handle the back end so you can keep
Speaker 1: pushing your vision forward.
Speaker 2: You know, I don't know if you're ready to do this.
Speaker 2: Byal Troy, you had your stocks for next year. Ah, yeah, man,
Speaker 2: let's do that. Let's do that.
Speaker 1: Yeah, Square.
Speaker 2: First and foremost won't get me a game. All right,
Speaker 2: let's do it. You all ready? Yes? All right? All right?
Speaker 1: So last week I told you that TSM was one
Speaker 1: of my Obviously TSM we were looking at it had
Speaker 1: a great day today.
Speaker 2: Shout out to TSM and everybody that's in that position.
Speaker 1: Uh. I don't think that it's slowing down. It passed
Speaker 1: a key threshold. When we talked about supporting resistance on
Speaker 1: the call, it was at two o two, So we
Speaker 1: saw a run up to ten today, which is a
Speaker 1: great sign leading into the next year. That's on my list.
Speaker 1: It was my stocking year last year. Somebody was in
Speaker 1: the comments like, you name it, that's your stocking year again. Yeah,
Speaker 1: I did, because they got still the story, all right. Yeah,
Speaker 1: so I asked some questions. All right, I think the
Speaker 1: obvious are on here, uh ASML obviously when we talk
Speaker 1: about everything here I and it being at the centerpiece of.
Speaker 2: This this revolution, I don't.
Speaker 1: I mean, they have monopoly, and we've always talked about
Speaker 1: having a monopoly, like what Amazon, This is a monopoly, right,
Speaker 1: This space cannot thrive without that machinery that is provided
Speaker 1: to TSM, which is going to manufacture the chips as well.
Speaker 1: Even with Amazon saying that they're going to produce their
Speaker 1: own chip, they've hired TSM as a manufacturer.
Speaker 2: So, okay, it's still the cycle. So we got to
Speaker 2: go to the stock. Pick your Amazon.
Speaker 1: It's good the Okay, at this point that's always gonna
Speaker 1: be my stock, all right, so that that one doesn't count.
Speaker 2: Uh, Broadcom is in my stocks of the year. I
Speaker 2: got a bunch.
Speaker 1: I got usually it's five, but I said, you know what,
Speaker 1: there's just so many that I'm going to go through
Speaker 1: more broad coom obviously from connectivity standpoint, inside of the
Speaker 1: data centers and what its partnership and inside of working
Speaker 1: with Nvideo is on there Lily. I mean basically we
Speaker 1: speak about this all the time. We saw what happened
Speaker 1: last week and if you weren't paying attention, uh Novo
Speaker 1: had their first trial with their their weight loss specific
Speaker 1: drug and it didn't do as well. We saw a
Speaker 1: noble pullback that increased the stock price for Lily. I
Speaker 1: think Lily is the problem with that pullback that they
Speaker 1: had was that the demand was so hot that they
Speaker 1: couldn't figure out how to match the demand.
Speaker 2: I think they saw that that issue.
Speaker 1: They're going to outpace with more capacity, more spending inside
Speaker 1: of infrastructure to meet the demand. So Lily's on my
Speaker 1: list as well. We got in Nvidia of course. I
Speaker 1: think in Video still has an incredible year. Blackwell, we
Speaker 1: talked about Rubin. I mean that's an obvious one. I
Speaker 1: have AMD as well. I have AMD a good year
Speaker 1: for a number of reasons. Obviously, we talk about being
Speaker 1: number one and number two and I still stand by it.
Speaker 1: Right Sometimes being number two in the space is it's okay.
Speaker 1: Obviously they're well behind in video when it comes to
Speaker 1: the GPU market. I think in video has like eighty
Speaker 1: seven percent market year. But that next tier, which is
Speaker 1: like fifteen to seventeen percent, it's AMD. There isn't like
Speaker 1: another three and better. So it is AMD. But what
Speaker 1: they have done is they've kicked Intel to the curve
Speaker 1: in terms of the CPU market, and so you have
Speaker 1: number one.
Speaker 2: Now is AMD in that market.
Speaker 1: We saw some pullback with Micron last week because of
Speaker 1: the sales of computers and smartphones, which is a bigger story, right,
Speaker 1: Like when we talk about Apple, what does that look like?
Speaker 1: So those things are the things we should be looking at.
Speaker 1: What computer sales are looking like, what smartphones are looking like,
Speaker 1: because all these things play a role. I think AMD
Speaker 1: is at a key threshold. As more corporate accounts the
Speaker 1: Amazons of the world, the Metas of the world, the
Speaker 1: microsource of the world apples. The more Blackwell sells out,
Speaker 1: you're going to need a replacement.
Speaker 2: You need a second tier.
Speaker 1: Now from everything that they've said, the M one three
Speaker 1: hundred x, which is a MD's new GPU. They said
Speaker 1: it's super powerful and super efficient. If it performs at
Speaker 1: it even somewhere close to where Blackwell is, you're going
Speaker 1: to see an up taking their sales. So AMD's on
Speaker 1: the list as well. Let's see where else did we
Speaker 1: go that was those cases. I have Micron as well
Speaker 1: from a memory standpoint, and it's interesting. I've just read
Speaker 1: CNBC's Market Companies of twenty twenty five. They had a
Speaker 1: list of which ones had the most profitability likelihood.
Speaker 2: Micron was in there.
Speaker 1: It had thirty six percent increase. Also in there was
Speaker 1: Western Digital. What are those two things have in common?
Speaker 1: They talk about the memory space, right, so we always
Speaker 1: talk about data stores, data storage, data storage. These two
Speaker 1: companies focused on memory, which will be one of the
Speaker 1: stories of twenty twenty five as well. Micro strategy of course,
Speaker 1: right when we're talking about this bitcoin and I'm glad
Speaker 1: we had that class when we talked about the life
Speaker 1: cycle of bitcoin and appreciation that twenty nine percent average
Speaker 1: the fourth year of the cycle being the best. Well,
Speaker 1: if that stays consistent, then MicroStrategy is something that we
Speaker 1: definitely have to have on our list. And then the
Speaker 1: last three of all energy companies that have to deal
Speaker 1: with power the future of the AI revolution VRT write
Speaker 1: these down, v R T, UH vs T and GeV
Speaker 1: and g EV was a branch off from General Electric.
Speaker 1: This is more focusing on data centers. You've seen the
Speaker 1: energy flow going into data centers. We talked about Microsoft
Speaker 1: with their purchase of Constellation, we talk about Amazon. Everybody's
Speaker 1: trying to figure out how they're going to create their
Speaker 1: own energy source to now power the next revolution. So
Speaker 1: energy is one of those big stories for me, definitely
Speaker 1: in twenty twenty five.
Speaker 2: Those are my picks for the Andkava shout out to Kava.
Speaker 1: And the more I have conversation with people, the less
Speaker 1: they are familiar with Cava, which is very interesting to
Speaker 1: me because if we watched their I guess the fairest
Speaker 1: comparison with the Chipotle, right, Chipotle is fast, casual Mexican grill.
Speaker 1: Cava is fast casual Mediterranean.
Speaker 2: Yeah.
Speaker 1: To valuate polar store to store evaluations, it is pretty interesting,
Speaker 1: which tells me that there's room for expansion. I think
Speaker 1: Chipotle has over thirty three hundred stores across America. Cava
Speaker 1: is trying to add fifty six stores fifty six. I
Speaker 1: think they have like three hundred and fifty stores in existence.
Speaker 1: They're supposed to be adding to fifty eight by the
Speaker 1: end of this year, which is this week.
Speaker 2: That expansion story.
Speaker 1: Is going to lead to more and more and more
Speaker 1: wealth inside of the company.
Speaker 2: Most important thing they have zero zero zero zero debt.
Speaker 2: Zero debt my favorite number, growing expanding, zero debt. It's
Speaker 2: a blueprint. That's a blueprint. Yeah, take over my stock
Speaker 2: of twenty cove.
Speaker 3: An illegal alien from Guatemala charged with raping a child
Speaker 3: in Massachusetts. An MS thirteen gang member from Al Salvador
Speaker 3: accused of murdering a Texas man of Venezuelan charged with
Speaker 3: filming and selling child pornography in Michigan. These are just
Speaker 3: some of the heinous migrant criminals caught because of President
Speaker 3: Donald J. Trump's leadership. I'm Christine Noman, the United States
Speaker 3: Secretary of Homeland Security. Under President Trump, attempted illegal border
Speaker 3: crossings are at the lowest levels ever recorded, and over
Speaker 3: one hundred thousand illegal aliens have been arrested. If you
Speaker 3: are here illegally, your next you will be fined nearly
Speaker 3: one thousand dollars a day. Imprisoned and deported, you will
Speaker 3: never return. But if you register using our CBP home
Speaker 3: app and leave now, you could be allowed to return legally.
Speaker 3: Do what's right. Leave now. Under President Trump America's laws,
Speaker 3: border and families will be protected.
Speaker 2: Sponsored by the United States Department of Homeland Security,