Speaker 1: An illegal alien from Guatemala charged with raping a child
Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
Speaker 1: accused of murdering a Texas man of Venezuelan charged with
Speaker 1: filming and selling child pornography in Michigan. These are just
Speaker 1: some of the heinous migrant criminals caught because of President
Speaker 1: Donald J.
Speaker 2: Trump's leadership.
Speaker 1: I'm Christy nom the United States Secretary of Homeland Security.
Speaker 1: Under President Trump, attempted illegal border crossings are at the
Speaker 1: lowest levels ever recorded, and over one hundred thousand illegal
Speaker 1: aliens have been arrested. If you are here illegally, your
Speaker 1: next you will be fined nearly one thousand dollars a day, imprisoned,
Speaker 1: and deported.
Speaker 2: You will never return.
Speaker 1: But if you register using our CBP home app and
Speaker 1: leave now, you could be allowed to return legally.
Speaker 2: Do what's right. Leave now.
Speaker 1: Under President Trump, America's laws, border and families will be protected.
Speaker 3: Sponsored by the United States Department of Homeland Security.
Speaker 4: Apple the number one talked about stock on market Monday,
Speaker 4: so Apple has lost two hundred billion well last week.
Speaker 4: Last week, it lost two hundred billion in two days
Speaker 4: after reports of iPhone ban in China, so in a
Speaker 4: significant turndown downturn, Apple's market value was decimated by two
Speaker 4: hundred billion in the span of two days. This decline
Speaker 4: is connected to the emerging reports surrounding a potential ban
Speaker 4: of iPhone sales in China, a critical market for the
Speaker 4: tech giant. The news is evidently caused unrest among investors,
Speaker 4: resulting in a sell off that negatively impacted Apple stock
Speaker 4: value last week. For sure, Wow, the ramifications of such
Speaker 4: band are not clear at the moment. The market reaction
Speaker 4: reflects concerns over the sustainable role of the Chinese play
Speaker 4: and Apple's revenue stream. So this is something as extremely
Speaker 4: concerning for the tech industry and.
Speaker 5: Apple and Apple shareholders. So what does this mean.
Speaker 6: It's pretty interesting, right, a company loses two hundred billion
Speaker 6: and it doesn't feel like this is the end of
Speaker 6: the world. It doesn't even feel like this is like
Speaker 6: super major. I think the bigger part of the issue
Speaker 6: is what the Chinese government has done, because I think
Speaker 6: that speaks higher volumes and so the agency they are
Speaker 6: telling pretty much the citizens to refrain from using Apple
Speaker 6: iPhones and other foreign based brands for work or bringing
Speaker 6: them into the office as part of a broader effort
Speaker 6: to reduce the reliance on foreign technology. I think that's
Speaker 6: the piece that is interesting, right. They're trying to make
Speaker 6: sure that their citizens don't use foreign technology. So Apple,
Speaker 6: of course is part of that. I think that's the
Speaker 6: bigger play the two hundred billion. Yes, there's nothing to
Speaker 6: sneeze that, but for a company like Apple, I'm not
Speaker 6: sure how much of a detriment is now. If that
Speaker 6: band stays in place, that's going to affect a lot
Speaker 6: of companies and a lot of businesses, Apple being one.
Speaker 6: But the other side of it is that while they're
Speaker 6: telling you to not use the iPhone and they're trying
Speaker 6: to ban the use in the workplace, they've announced the
Speaker 6: new Wildwei phone.
Speaker 5: What do you know.
Speaker 6: This is? I mean the timing of this is impeccable, right,
Speaker 6: because you put the band in place. On Thursday, you
Speaker 6: announce Chinese manufacturer Wilawey, which is probably the biggest tech
Speaker 6: phone tech company in China. They announced their new phone
Speaker 6: that's coming out, the May sixty pro smartphone, and so
Speaker 6: you talk about all the great features that it has.
Speaker 6: You want them to stop relying on foreign based technology. Well,
Speaker 6: here comes our technology. I mean from a standpoint of
Speaker 6: media and spreading propaganda. The sales of the Wildwei phone
Speaker 6: were great, and part of it had to do with
Speaker 6: the announcement of Hey, we want you to stop using
Speaker 6: that American phone.
Speaker 4: H yes, yea h h u A w E.
Speaker 7: I correct, Yes, I don't want to sneeze at a
Speaker 7: two hundred billion dollar loss. But for context, this is
Speaker 7: like a Lucid motors or a Snapchat. I want everyone
Speaker 7: right now in chat to go Google. What is the
Speaker 7: annual revenue of AirPods? So even if this band does
Speaker 7: last for a little bit longer, when when the AirPods
Speaker 7: are producing more revenue than Adobe, I'm not as worried.
Speaker 8: The part that that does have.
Speaker 7: Me concerned is that Chinese started to counteract some of
Speaker 7: the things that we were doing. So when we blocked
Speaker 7: Wawa last year, years ago or two years ago, yes,
Speaker 7: slee right on the enterprise side and on the government
Speaker 7: side that they block our iPhones, but.
Speaker 8: An Apple's chest move. I was telling someone this, I
Speaker 8: think on your post.
Speaker 7: This is why Apple has slowly built a regime in
Speaker 7: manufacturing in India, and it may take three years for
Speaker 7: that to be fully in swing. But when war benefits
Speaker 7: nobody but Arma med Dillers. But if you are going
Speaker 7: to go to war, you're going to have to know
Speaker 7: who your allies are and where you're going to be
Speaker 7: able to replace that revenue. The Ai're going to be
Speaker 7: able to replace that revenue in India. The third point
Speaker 7: I want to make this is really just yes, it
Speaker 7: factored in, but it wasn't the catalyst that caused it
Speaker 7: to fall. When Apple hit a high couple months ago
Speaker 7: one ninety four to fifty and it retested last week
Speaker 7: of one to eighty nine, and some change, the market
Speaker 7: is just like everything is like ninety five percent to
Speaker 7: ninety seven percent off of its highs. We're just seeing
Speaker 7: a pullback overall. And there's a lot of geopolitical concern
Speaker 7: that we have. Even with the arm IPO, which we will
Speaker 7: talk about later. The biggest issue that I have there
Speaker 7: is that the exposure to China, same with Taiwan Semiconductor,
Speaker 7: we'll talk about later. The only reason I haven't liked
Speaker 7: them more than in video, and then video is the
Speaker 7: greatest benefactor there is because of the exposure and potential
Speaker 7: war with China. If that was not there, TSM would
Speaker 7: have probably been up five hundred percent. So in a
Speaker 7: grand scheme of things, am I worried about a two
Speaker 7: hundred billion dollar loss in Apple when they find a
Speaker 7: way to charge your card in the middle of night
Speaker 7: for all those services, Did you get out the app store?
Speaker 8: No?
Speaker 7: The airport revenue is there. But I do think we
Speaker 7: have to find ways to be able to get along
Speaker 7: with the superpowers that are China, India which does not
Speaker 7: care about globalism as much as we do, and a
Speaker 7: couple other emerging markets as well, especially the super continent
Speaker 7: of Africa. We have to have good geopolitical tact there
Speaker 7: and order for business to continue to thrive. For everyone
Speaker 7: who's asking is this is the time to get out
Speaker 7: of Apple, I'll buy all your shares off you.
Speaker 8: No, now's not the time.
Speaker 6: Yeah, I mean, so we saw it what we're seeing
Speaker 6: it now with Apple. But if you think back earlier
Speaker 6: in the year when America government said that they told Nvideo, hey,
Speaker 6: we got to slow down on the sales of our
Speaker 6: chips to the Chinese population because we don't want them
Speaker 6: getting technologically advanced about that. That's part of it as well,
Speaker 6: and so even inside of the Huawei phone they're not
Speaker 6: using in video chips. They're using chips that have made
Speaker 6: specifically semis that are made from Chinese companies. So you're
Speaker 6: starting to see like these geopolitical issues spill into the
Speaker 6: companies that we know very well.
Speaker 5: You can't invest in Inwi. It's not a public traded stock.
Speaker 6: Right weekend, No, we can no.
Speaker 4: So if anybody that's interested in learning more about that company,
Speaker 4: you won't give them any more insight on.
Speaker 7: That the apple of China pretty much, that will be
Speaker 7: the easiest like tagline if you will for them.
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Speaker 1: An illegal alien from Guatemala charged with raping a child
Speaker 1: in Massachusetts. An MS thirteen gang member from El Salvador
Speaker 1: accused of murdering a Texas man of Venezuelan charged with
Speaker 1: filming and selling child pornography in Michigan. These are just
Speaker 1: some of the heinous migrant criminals caught because of President
Speaker 1: Donald J.
Speaker 2: Trump's leadership. I'm Christy nom the.
Speaker 1: United States Secretary of Homeland Security. Under President Trump, attempted
Speaker 1: illegal border crossings are at the lowest life ever recorded,
Speaker 1: and over one hundred thousand illegal aliens have been arrested.
Speaker 1: If you were here illegally, your next you will be
Speaker 1: fine nearly one thousand dollars a day.
Speaker 2: Imprisoned and deported, you will never return.
Speaker 1: But if you register using our CBP home app and
Speaker 1: leave now, you could be allowed to return legally.
Speaker 2: Do what's right. Leave now.
Speaker 1: Under President Trump, America's laws, border and families will be protected.
Speaker 3: Sponsored by the United States Department of Homeland Security.
Speaker 7: The well designed phones maybe even has an edge on Apple.
Speaker 7: If Samsung had a sister company in terms of like
Speaker 7: technological innovation, whil what will be it? But this is
Speaker 7: chess in wargames now through tech we've talked about it before.
Speaker 7: These wars are not going to be fought with boots
Speaker 7: on the ground, is going to be fought with AI
Speaker 7: intelligence and programming a nation how to feel about something.
Speaker 7: And the truth is, it was a mistake for a
Speaker 7: long ago for America to ship all of his jobs
Speaker 7: over to Indie and China while out telling African Americans
Speaker 7: and brown people there are no jobs available for you.
Speaker 7: Now you've built up a superpower who wants to come
Speaker 7: and deshore you when you could have taken care of
Speaker 7: your own. To every economist, they cannot tell me that
Speaker 7: it is better fit for the economy to outsource jobs
Speaker 7: to another country that does not pay taxes here opposed
Speaker 7: to taking care of its own people. Majority of the
Speaker 7: brands that are going through a lot of drama right
Speaker 7: now and trauma did not take care of their Adam
Speaker 7: excuse me, did not take care of the African American
Speaker 7: community like Adam twenty two.
Speaker 8: I'm sorry for whatever you were going through last week.
Speaker 8: I'll see you in a couple of weeks.
Speaker 7: But we need to start having an index owned companies
Speaker 7: that actually treat us well because it's starting to have
Speaker 7: an economic impact on the bottom line.
Speaker 5: Are you going to actually see Adam twenty two.
Speaker 8: Yeah, he had a little issue last week. He had
Speaker 8: a love pr issue. So I'm gonna go see him
Speaker 8: in two.
Speaker 5: Weeks, see him for what you're doing a show?
Speaker 8: Yeah from the interview. Okay, So y'all want to come.
Speaker 7: Pouse big Ball, especially on that show, and don't have
Speaker 7: lean on set.
Speaker 8: It ain't that type of show. It's not that type
Speaker 8: of show. Shot to your clean and all that, but no.
Speaker 6: Shout out to your clean.
Speaker 5: Okay. So is this an opportunity to buy Apple stop?
Speaker 8: I believe so. Not at this price.
Speaker 7: I like it stock club clup, don't kill me if
Speaker 7: it's like one seventy one or one sixty three.
Speaker 8: I like it at the area.
Speaker 7: But no one that is an investor in long term,
Speaker 7: even though it's a boring company quote unquote, we talk
Speaker 7: about it all the time. No one can name me
Speaker 7: nine better companies than Apple internationally or domestically. Once again,
Speaker 7: put in chat, what is the revenue of airpot My
Speaker 7: number one thing that filtered for everyone who asked me
Speaker 7: about a company, is your company making more revenue than AirPods.
Speaker 6: That's the work. That's the wearrible section, y'all.
Speaker 7: Yeah, It's like when you go to that wearable section
Speaker 7: and to what the operator expenses are. They are making
Speaker 7: a killing billion AirPods alone, more than Adobe.
Speaker 8: They're out doing Snapchat.
Speaker 7: So like all the fringe brands that are doing good
Speaker 7: in twenty twenty and twenty twenty one then are no
Speaker 7: longer doing good Once again, I'll say that's a noble concept.
Speaker 7: The company that makes the most money, that has the
Speaker 7: best profit margins should be the most heralded publicly traded
Speaker 7: company of all time and it should make you money.
Speaker 6: So you know what, we should also pay attention right, Like, yes,
Speaker 6: it's the two hundred billion, but last quarter week, in
Speaker 6: the past two quarters, we have seen a decline in
Speaker 6: the sales of the iPhone, which we should take note of.
Speaker 6: Like we've seen that that has happened. The number one
Speaker 6: leader as far as the ecosystem inside of Apple is
Speaker 6: the iPhone. Over fifty percent of its revenue comes from that. Yeah,
Speaker 6: Tomorrow's a huge day, Like we can't over like, look
Speaker 6: that tomorrow's a huge day. Tomorrow they're going to be
Speaker 6: announcing the innovation, right, whether it's the iPhone fifteen pro
Speaker 6: or Pro Max that I know there's some new watches,
Speaker 6: and maybe they'll have a new iPad. Let's see what
Speaker 6: the innovation looks like. Because three to four quarters of
Speaker 6: negative sales on the iPhone, it's gonna it'll affect the company.
Speaker 6: I mean, it's impossible for it not to. So let's
Speaker 6: just be mindful of that.
Speaker 8: I agree.
Speaker 7: I'm not being flipping on it. I mean, as far
Speaker 7: as the innovation, I'm gonna call cap on it. I
Speaker 7: don't think the fifteen is gonna be too innovative. I
Speaker 7: haven't heard anybody say anything of any features that I
Speaker 7: haven't met.
Speaker 6: We're the leaks that I haven't even seen any leaks.
Speaker 7: Listen when nobody's leaking the album, that's what you know,
Speaker 7: the album trash.
Speaker 5: Yeah, they got the event tomorrow wonder Lust.
Speaker 4: I think it's I believe it's called that's the release
Speaker 4: of the iPhone fifteen or they're gonna talk about it.
Speaker 4: So you're not excited. You're not excited. You don't think
Speaker 4: that's gonna move the stock at all.
Speaker 8: No, I would be lying if I it's not a
Speaker 8: regardlessive of my love for Apple, I'm always gonna be honest.
Speaker 8: I haven't. I don't think it's gonna be that much
Speaker 8: different than the fourteen.
Speaker 5: Yeah, well got a camera slightly better camera.
Speaker 8: Yeah.
Speaker 6: Usually they'll start releasing I mean probably at the end
Speaker 6: of ten, we'll probably hear more about it, the pre
Speaker 6: sale numbers or the pre sale orders, and that'll give
Speaker 6: you a fair indication that will go into q Q
Speaker 6: four sales. But I haven't heard anything, like you I said,
Speaker 6: I haven't even seen any leaks that oh, this is
Speaker 6: the new feature, or there hasn't been any rumbling.
Speaker 4: So I mean they need a whole new It's like
Speaker 4: pointing out the same pair Jordan's every year with different
Speaker 4: different colorway.
Speaker 5: Eventually it's just doesn't mean anything anymore.
Speaker 4: Like they probably have to just revolutionize the whole thing
Speaker 4: and come up with a whole, completely new product, because
Speaker 4: it's not really moving a needle.
Speaker 5: It's just the same thing over and over again. Ye people,
Speaker 5: you gotta buy. You have no choice but to buy it.
Speaker 6: But people are holding on to their phones longer though, right,
Speaker 6: So like the person like you might have the thirteen,
Speaker 6: I might have the fourteen, people are looking at the
Speaker 6: fifteen saying I'm not buying that. I'm I'm loyal to
Speaker 6: the phone that I have it's pretty good. The camera's
Speaker 6: not going to be that much better, So I mean,
Speaker 6: you're right, there needs to be something that's innovative. I
Speaker 6: just don't think this is going to be the one
Speaker 6: which could be an indicator that shows slower sales again
Speaker 6: in the iPhone.
Speaker 8: Two things, Apple Corporate needs to bring Johnny Ive back
Speaker 8: or someone of a stature.
Speaker 7: To begin togn design products because from an operations standpoint,
Speaker 7: you can only enhance profit margin price points so much.
Speaker 7: You have to at some point, please write this in chat.
Speaker 7: You have to have an error resistible offer that nobody
Speaker 7: can deny. Like, regardless what people think about did he
Speaker 7: give it away a million? It is like a million
Speaker 7: is a million bucks. That's amazing. That is newsworthy. iPhone
Speaker 7: has not had a significant upgrade in a long maybe
Speaker 7: five or six years. It is time got to bring
Speaker 7: some key people back. I think Johnny Ivery. I know
Speaker 7: he's still in this consultant role, but if they need
Speaker 7: to find a way to integrate him back and begin
Speaker 7: to focus a lot more on innovation.
Speaker 8: Wearables is doing great, but they still need.
Speaker 7: A lot more development on our product side before they
Speaker 7: eventually get into healthcare.
Speaker 6: Yeah, and the vision protos is until next year. I
Speaker 6: think per orders might be starting this year though, but
Speaker 6: it doesn't come out to next year.
Speaker 8: Yeah.
Speaker 1: An illegal alien from Guatemala charged with raping a child
Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
Speaker 1: accused of murdering a Texas. Man of Venezuelan charged with
Speaker 1: filming and selling child pornography in Michigan. These are just
Speaker 1: some of the heinous migrant criminals caught because of President
Speaker 1: Donald J.
Speaker 2: Trump's leadership. I'm Christy nom.
Speaker 1: The United States Secretary of Homeland Security. Under President Trump,
Speaker 1: attempted illegal border crossings are at the lowest levels ever recorded,
Speaker 1: and over one hundred thousand illegal aliens have been arrested.
Speaker 1: If you are here illegally, your next you will be
Speaker 1: fine nearly one thousand dollars a day, imprisoned and deported,
Speaker 1: you will never return. But if you register using our
Speaker 1: CBP home app and leave now, you could be allowed.
Speaker 2: To return legally. Do what's leave now.
Speaker 1: Under President Trump, America's laws, border and families will be protected.
Speaker 3: Sponsored by the United States Department of Homeland Security,