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Nvidia's Market Cap Goes Past $1 Trillion · Earn Your Leisure

• 0:00
  Speaker 1: An illegal alien from Guatemala charged with raping a child
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  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 0:07
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 0:11
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 0:15
  Speaker 1: some of the heinous migrant criminals caught because of President
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  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
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  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
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  Speaker 1: crossings are at the lowest levels ever recorded, and over
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  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
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  Speaker 1: are here illegally, your next you will be fined nearly
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  Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
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  Speaker 1: never return. But if you register using our CBP home
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  Speaker 1: app and leave now, you could be allowed to return legally.
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  Speaker 2: Sponsored by the United States Department of Homeland Security.
• 1:00
  Speaker 3: Oh yeah, let's talk about it in video then, So
• 1:01
  Speaker 3: we talked about them having a market cap, Well, they
• 1:04
  Speaker 3: passed Google.
• 1:05
  Speaker 4: They passed Amazon one day, and then two days later
• 1:08
  Speaker 4: they passed Google.
• 1:09
  Speaker 3: So we we talked about it. Hit the like button
• 1:11
  Speaker 3: and share ladies and gentlemen. You know when XRP a
• 1:17
  Speaker 3: few years ago was going crazy, and I remember the
• 1:21
  Speaker 3: CEO of Ripple had a net worth he was like
• 1:23
  Speaker 3: the seventh richest person in the world, and they you know,
• 1:26
  Speaker 3: it was the old saying that when things start to
• 1:30
  Speaker 3: not make sense anymore, then that's when they start to
• 1:33
  Speaker 3: fall apart. And then shortly after that then the company
• 1:36
  Speaker 3: the coin that's never reached that however since. So in Video, yeah,
• 1:40
  Speaker 3: it's a great company. But I mean when a chip
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  Speaker 3: company that the vast majority of people never even heard
• 1:45
  Speaker 3: about eighteen months ago becomes has a large market cap,
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  Speaker 3: larger than Amazon and Google, all right, at a certain
• 1:53
  Speaker 3: point in time, it starts to not make sense. Right,
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  Speaker 3: So in Vidia, that doesn't make sense. It's not it's
• 2:02
  Speaker 3: not a it's not a more.
• 2:03
  Speaker 5: Power predicting the death of the video. No, no, no,
• 2:05
  Speaker 5: it's not. It's not it's not clip it up. No, no,
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  Speaker 5: we do not do that.
• 2:09
  Speaker 3: It's not the death of the video. But it just
• 2:10
  Speaker 3: doesn't it doesn't make sense, right. And video is not
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  Speaker 3: the same as Google. It's not the same as Amazon,
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  Speaker 3: So is it overpriced and well a will a correction come?
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  Speaker 5: So that that that's the interesting part, right is it
• 2:23
  Speaker 5: as important?
• 2:24
  Speaker 4: Well if you take those companies, you say, if you
• 2:27
  Speaker 4: take those companies and you look what they're a forward
• 2:30
  Speaker 4: initiative is it's all in artificial intelligence, right, Like that
• 2:34
  Speaker 4: is the thing Google is trying to figure out. They
• 2:36
  Speaker 4: just said that we're doing away with bard Gemini is
• 2:38
  Speaker 4: the new thing. We already know what Microsoft is done
• 2:41
  Speaker 4: open AI. Apple is starting to tease something in their
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  Speaker 4: their jewel call. They're going to announce whatever their AI
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  Speaker 4: initiative is. You have the top seven that are pretty
• 2:50
  Speaker 4: much relying on this company to deliver its chips so
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  Speaker 4: that it can produce that high level efficiency and that
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  Speaker 4: high level of innovation, and so they kind of need them, right.
• 3:02
  Speaker 4: You kind of got to knock on their door if
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  Speaker 4: you want to move forward. So if you're one of
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  Speaker 4: those companies, it don't even matter if you're better or not.
• 3:09
  Speaker 4: They need you until there's a competitor that that that
• 3:12
  Speaker 4: comes through and says, all right, we have something that
• 3:14
  Speaker 4: can perform at a similar, if not more efficient way,
• 3:18
  Speaker 4: and the price point makes more sense. It's kind of
• 3:20
  Speaker 4: like this vision pro versus versus the ocolus, right, Like
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  Speaker 4: there's a vast difference. It's a vast difference in pricing, right,
• 3:27
  Speaker 4: but there's also going to be a vast difference in
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  Speaker 4: the overall function and quality of it and the expansion
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  Speaker 4: of it.
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  Speaker 5: And so I don't know if it has to be better.
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  Speaker 5: I just think as long as they rely on them,
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  Speaker 5: they're going.
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  Speaker 2: To be needed.
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  Speaker 4: And for the next two, three, four or five years,
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  Speaker 4: it's very clear that they're the company that's going to
• 3:43
  Speaker 4: need it, and they're going to be the company that
• 3:45
  Speaker 4: these companies call on, whether it be from Apple to Amazon,
• 3:48
  Speaker 4: to Google to Microsoft, opening eyes inside that we're going
• 3:51
  Speaker 4: to come and sit meta as well. They already told
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  Speaker 4: you that how many billions that they're spending. That's just
• 3:56
  Speaker 4: what they're putting on. Who knows how much more they're
• 3:57
  Speaker 4: going to spend. As long as they're needed, I could
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  Speaker 4: see them passing them. It wouldn't surprise me. It would
• 4:03
  Speaker 4: not surprise me if they were to lead in.
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  Speaker 6: The next time. And Vidia is more important Amazon. I
• 4:11
  Speaker 6: love Amazon. Dearly profit margins are thinner though. Let's look
• 4:15
  Speaker 6: at some of the numbers. Forty four billion revenue for
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  Speaker 6: in video revenues of two hundred and five percent quarter
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  Speaker 6: over quarter, operated margins forty five percent.
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  Speaker 5: Profit margin is sixteen percent.
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  Speaker 6: All of the major companies on Earth are relying on
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  Speaker 6: them and the sector that matters the most to the
• 4:32
  Speaker 6: United States of America.
• 4:33
  Speaker 5: They have by the webolls, what are we talking about?
• 4:36
  Speaker 6: Like, I wish Google would have innovated a lot of
• 4:39
  Speaker 6: fast shot to everyone a Google corporate because I need
• 4:41
  Speaker 6: you all right listen.
• 4:43
  Speaker 5: I wish they would have innovated faster.
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  Speaker 6: I think Andy has done a great job at Amazon,
• 4:48
  Speaker 6: but if we look at where you're skating to, where
• 4:50
  Speaker 6: the puck will be going back to that gresspeek quote
• 4:54
  Speaker 6: everyone in tech for the last three or four years
• 4:56
  Speaker 6: when you had the Zerp initiative, people weren't applying as
• 5:00
  Speaker 6: as much pressure in terms of innovation as they should.
• 5:02
  Speaker 6: And then in Vidio came to take their launch three
• 5:06
  Speaker 6: and a half years ago, AMD was at eleven shot.
• 5:09
  Speaker 6: Everyone in redpan who got in at the time, it's
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  Speaker 6: up fifteen. That's now you put one thousand dollars in
• 5:14
  Speaker 6: in video.
• 5:16
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• 7:06
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 7:10
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 7:14
  Speaker 1: accused of murdering a Texas. Man of Venezuelan charged with
• 7:18
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 7:22
  Speaker 1: some of the heinous migrant criminals caught because of President
• 7:26
  Speaker 1: Donald J. Trump's leadership. I'm Christy Noman, the United States
• 7:29
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 7:34
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 7:38
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 7:41
  Speaker 1: are here illegally, your next you will be fined Nearly
• 7:45
  Speaker 1: one thousand dollars a day. Imprisoned and deported, you will
• 7:49
  Speaker 1: never return. But if you register using our CBP home
• 7:53
  Speaker 1: app and leave now, you could be allowed to return legally.
• 7:56
  Speaker 1: Do what's right. Leave now. Under President Trump America's laws,
• 8:01
  Speaker 1: border and families.
• 8:03
  Speaker 2: Will be protected. Sponsored by the United States Department of Homeldsecurity.
• 8:06
  Speaker 6: Four years ago, you could have one hundred brand Now listen,
• 8:10
  Speaker 6: the ones that move the market are going to range
• 8:12
  Speaker 6: supreme and you usually have one player that is dominant
• 8:15
  Speaker 6: per sector. Invested those and the few that did that,
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  Speaker 6: you would have made a lot of money. The even
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  Speaker 6: the margin is forty nine point three nine percent. The
• 8:23
  Speaker 6: current ratio is three point five. This is a blockbuster company.
• 8:27
  Speaker 6: This is like our like the our kids generation version
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  Speaker 6: of Microsoft or Apple. But at some point it has
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  Speaker 6: to pull back, right, Like, yeah, it's gonna pull back.
• 8:36
  Speaker 6: It's gonna pull So it's not a situation where ten
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  Speaker 6: to fifteen percent, but that'd be a good buying point
• 8:41
  Speaker 6: ten to fifteen percent, that would be a heavy drop, right,
• 8:44
  Speaker 6: But that doesn't mean that.
• 8:45
  Speaker 4: We don't believe in the company long term. A correction
• 8:48
  Speaker 4: sometime is needed, right. We always talk about having a reset,
• 8:52
  Speaker 4: when when companies have to go through this. When we
• 8:54
  Speaker 4: start seeing it, we start seeing layoffs, We start seeing
• 8:57
  Speaker 4: we'll talk about a little bit later. We start seeing
• 8:59
  Speaker 4: exactly and CEOs selling shares. Right, we start to see
• 9:02
  Speaker 4: those signs that usually means there's a pullback coming. That's
• 9:06
  Speaker 4: not happening with in video. We've seen it happen with Amazon.
• 9:08
  Speaker 4: We've seen it happen with Meta. It hasn't happened with
• 9:11
  Speaker 4: in video yet. There's a couple of things that could happen.
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  Speaker 4: We start to see when when when companies are taking
• 9:15
  Speaker 4: in large sums of money, do they start to offer
• 9:17
  Speaker 4: a dividend?
• 9:18
  Speaker 5: Do they have a split?
• 9:19
  Speaker 4: A split willod we're starting to get into We're starting
• 9:22
  Speaker 4: to get into that range where if it becomes a
• 9:25
  Speaker 4: thousand dollars stock we saw that happen with Amazon, right,
• 9:28
  Speaker 4: they never split, they got up to thirty four hundred.
• 9:31
  Speaker 4: This becomes something that's not as obtainable to jump. Now
• 9:33
  Speaker 4: we split one of five and videos is treading in
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  Speaker 4: that direction.
• 9:37
  Speaker 2: Will they split?
• 9:38
  Speaker 5: We'll see the.
• 9:39
  Speaker 6: Difference between all of those businesses and insanities that we named,
• 9:42
  Speaker 6: like how many boxes of wet wipes do you need
• 9:44
  Speaker 6: to order for yourself. You don't need man wipes like
• 9:47
  Speaker 6: three times a month like they They are actually probably
• 9:51
  Speaker 6: one of the most important parts to the digital infrastructure
• 9:55
  Speaker 6: of the country and the world.
• 9:57
  Speaker 5: So while Google is.
• 9:59
  Speaker 6: Really import I think they stress themselves to things with
• 10:02
  Speaker 6: other products, and Vidia is really focused in on a
• 10:04
  Speaker 6: couple of sectors and a couple of clients that matter
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  Speaker 6: the most of them, and that's why I think they're
• 10:09
  Speaker 6: doing so well.
• 10:10
  Speaker 5: Yeah, they're all important.
• 10:11
  Speaker 4: Like I said, when we talk about Amazon, yes, from
• 10:14
  Speaker 4: an e commerce point of view, but also from an
• 10:17
  Speaker 4: a WUS cloud point of view, they're still a leader.
• 10:20
  Speaker 2: Right.
• 10:20
  Speaker 4: We talked about them going into healthcare, that adds another
• 10:23
  Speaker 4: stem to to the umbrella. We talked about them going
• 10:26
  Speaker 4: to automotives, which could be extremely disruptive for anybody in
• 10:30
  Speaker 4: that space. Carvana, like all these companies that were relying
• 10:34
  Speaker 4: or we have a certain.
• 10:36
  Speaker 6: Amazon detloff strimp and the video Carmelo or what let's
• 10:39
  Speaker 6: get that lift.
• 10:41
  Speaker 5: That lift.
• 10:41
  Speaker 4: First of all, that was a greazy that your wild
• 10:46
  Speaker 4: for that shout to mellow Uh that lift.
• 10:49
  Speaker 5: We're not they're not. It's not compair. We're not gonna
• 10:51
  Speaker 5: use that lift. We gotta get somebody better than that
• 10:52
  Speaker 5: lift don't do that.
• 10:55
  Speaker 4: Yeah, okay, I mean that's a good hour you made.
• 11:00
  Speaker 4: So if we take those two companies right, mellow would be.
• 11:03
  Speaker 4: But here's a reality, and we had this argument before.
• 11:05
  Speaker 4: This is a sports argument when you when it comes
• 11:06
  Speaker 4: down to the history of Denver, there's only going to
• 11:09
  Speaker 4: be one number fifteen that gets retired. So yeah, yeah,
• 11:14
  Speaker 4: I mean in that sense, maybe here it.
• 11:15
  Speaker 5: Is almost too big to fail at this point. It's
• 11:17
  Speaker 5: feeling that way.
• 11:18
  Speaker 4: But I think that goes to Shoty's apprehension of if
• 11:21
  Speaker 4: it's too big to fail and one.
• 11:23
  Speaker 5: Too big to call it too big to fail.
• 11:25
  Speaker 6: When I told you how to get it into twenty
• 11:27
  Speaker 6: two top of twenty three, you know, it's all about time.
• 11:31
  Speaker 6: Like something goes up four or five x, you can't
• 11:33
  Speaker 6: wait to make your primary position in then yeah, wait
• 11:35
  Speaker 6: for a pullback and you'll be good.
• 11:37
  Speaker 4: So we'll see Wednesday, we'll see uh and we even
• 11:40
  Speaker 4: have to have the doarkment. We'll see very clearly they
• 11:42
  Speaker 4: report after market on Wednesday, and so I'll be interested.
• 11:45
  Speaker 5: I'll be sitting waiting to see what comes back.
• 11:48
  Speaker 4: I'll be looking forward to the future guidance because we
• 11:50
  Speaker 4: already heard from Meta or the amount of money they're spending.
• 11:52
  Speaker 4: I'd be interested to see some of their other partners
• 11:55
  Speaker 4: and what they'll be spending. I'm sure it's in the
• 11:57
  Speaker 4: billions and hundreds of billions of dollars, so more revenue.
• 12:00
  Speaker 5: I think there's an estimate with there.
• 12:03
  Speaker 4: I think the APS, the difference in EPs of what's
• 12:07
  Speaker 4: expected to what the actual might be, might be a
• 12:09
  Speaker 4: difference of nine to ten.
• 12:11
  Speaker 5: Dollars, which would be that's ridiculous.
• 12:13
  Speaker 2: That's ridiculous.
• 12:14
  Speaker 4: If you beat it by three cents, great, beatated by
• 12:17
  Speaker 4: nine to ten dollars is out of this wild and
• 12:19
  Speaker 4: they've done it already.
• 12:20
  Speaker 2: So we'll see an.
• 12:21
  Speaker 1: Illegal alien from Guatemala charged with raping a child in Massachusetts,
• 12:26
  Speaker 1: an MS thirteen gang member from Al Salvador accused of
• 12:29
  Speaker 1: murdering a Texas man of Venezuelan charged with filming and
• 12:33
  Speaker 1: selling child pornography in Michigan. These are just some of
• 12:37
  Speaker 1: the heinous migrant criminals caught because of President Donald J.
• 12:41
  Speaker 1: Trump's leadership. I'm Christy nom the United States Secretary of
• 12:45
  Speaker 1: Homeland Security. Under President Trump, attempted illegal border crossings are
• 12:50
  Speaker 1: at the lowest levels ever recorded. And over one hundred
• 12:53
  Speaker 1: thousand illegal aliens have been arrested. If you are here illegally,
• 12:57
  Speaker 1: your next you will be fine nearly one thousand dollars
• 13:01
  Speaker 1: a day, imprisoned, and deported. You will never return. But
• 13:05
  Speaker 1: if you register using our CBP home app and leave now,
• 13:09
  Speaker 1: you could be allowed to return legally. Do what's right.
• 13:13
  Speaker 4: Leave now.
• 13:14
  Speaker 1: Under President Trump America's laws, border and families will be protected.
• 13:19
  Speaker 2: Sponsored by the United States Department of Homeland Security,