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The Next Big AI Company Investors NEED to Know About! · Earn Your Leisure

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0:43
Speaker 2: So I want to go to something that you know
0:46
Speaker 2: is right up there as far as an importance level.
0:48
Speaker 2: If you was in the Eyo University class last Thursday,
0:52
Speaker 2: put some fire in the chat. Yeah, I know you
0:55
Speaker 2: had spoken about a company, right, and then there was
0:59
Speaker 2: some news broke on that. So talk about that we're
1:02
Speaker 2: gonna give them some window into the university.
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Speaker 1: Just just said just give it away. Yeah. Yeah. So
1:08
Speaker 1: one of the things we've been studying the obviously is
1:09
Speaker 1: the Ai Revolution. Uh, we said that the AI revolution
1:13
Speaker 1: will be monetized. So we've been breaking this down like
1:16
Speaker 1: to a fundamental matter where it's like, yeah, we know
1:21
Speaker 1: the big players, we know the n videos of the world,
1:23
Speaker 1: and we know the broad comms of the world, and
1:25
Speaker 1: we know the AMDs, but those systems don't work without
1:30
Speaker 1: some of these precursors. And so we've been doing very grandualarly.
1:33
Speaker 1: We started with the memory sector when we were talking
1:36
Speaker 1: about Micron, and we talked about Western Digital, and we
1:38
Speaker 1: talked about sea gape, and we talked about connectivity, and when
1:41
Speaker 1: we talk about broad comm and we started to look
1:44
Speaker 1: even deeper, right, and I started thinking about how we
1:46
Speaker 1: can treat AI and really artificial intelligence from a power standpoint,
1:54
Speaker 1: also from a connectivity standpoint, like a human body. Right.
1:57
Speaker 1: So if I'm looking at what company is the heart
2:00
Speaker 1: of this, right, that would be easy, you would tell
2:02
Speaker 1: me in video. Well, if I looked at broad coom
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Speaker 1: as like the connectivity, that would be like the veins
2:07
Speaker 1: and the arteries of this, right. But in order for
2:10
Speaker 1: the heart to work, it needs to have blood flow, right,
2:13
Speaker 1: and it needs to have valves. And so I started
2:16
Speaker 1: to look like what would be the valves. And then
2:18
Speaker 1: I found a company called Fabrinet. Right, so if you
2:21
Speaker 1: think about it, Fabrinet is almost like that valve that
2:24
Speaker 1: allows the connectivity to run faster. I'm like, all right,
2:26
Speaker 1: this is great, and so we talked about that. We
2:29
Speaker 1: actually talked about that in stock Club a couple of
2:32
Speaker 1: weeks ago, and I told people do the research on it.
2:35
Speaker 1: Then we dug a little bit deeper, and I was like, okay,
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Speaker 1: we've got that. Let's go back to this memory thing.
2:40
Speaker 1: Because as I'm watching a video pull back and I'm
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Speaker 1: watching broad Com go down and I'm watching Microsoft, I'm
2:47
Speaker 1: noticing that this memory sector is not moving at the
2:49
Speaker 1: same length. So obviously we see Microme appreciate it not
2:53
Speaker 1: even pulled back, but it was up over two hundred percent,
2:55
Speaker 1: but Western Digital was up two hundred and sixty percent.
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Speaker 1: People kept putting in the chat. I'm like, yo, this
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Speaker 1: is this company, this company, Troy, this company. I'm like, okay, great.
3:02
Speaker 1: So I'm studying Western Digital and part of the research
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Speaker 1: I see they have a spinoff. Said there's a spinoff
3:07
Speaker 1: here and it's called sand Disk, And I'm like, I've
3:11
Speaker 1: heard this name before. Yes, if you're in recording and
3:14
Speaker 1: you're doing photos or you're in music and you're using
3:17
Speaker 1: a file a hard drive, right, you know, sand disk,
3:20
Speaker 1: And then I look in February, they actually spun off
3:23
Speaker 1: and started to be publicly traded, and I started looking
3:25
Speaker 1: at the chart. I'm like, oh man, this is something,
3:28
Speaker 1: and then I started to understand this. Okay, Western Digital said, okay,
3:33
Speaker 1: we have the hard drive right and we have the
3:36
Speaker 1: flash drive. These are two different businesses that we can
3:39
Speaker 1: actually reap the benefits from. And so that actually went
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Speaker 1: public in February. It has been going crazy. But I
3:44
Speaker 1: started to think about why why is this chart moving
3:46
Speaker 1: this way? Started studying even more and then you realize, yes,
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Speaker 1: memory is important. But Samsung said something two weeks ago
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Speaker 1: that was even more important to hear. They said, we
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Speaker 1: don't even have enough to build the orders. And so
4:01
Speaker 1: if we don't have enough, it goes back to this,
4:03
Speaker 1: how do we get this going at the immediate time?
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Speaker 1: Like we need this. We can talk about energy and
4:09
Speaker 1: we need it immediately, right, we don't have time, we
4:12
Speaker 1: don't have ten years away. How do we get a meeting?
4:14
Speaker 1: So now flash becomes a thing, SSD becomes a thing,
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Speaker 1: and who's leading that stand this, yeah, all right, and
4:20
Speaker 1: so if you look at sand diis it was great.
4:22
Speaker 1: I was talking about this in Dubai. We were having
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Speaker 1: dinners and I was talking about this. Even some of
4:27
Speaker 1: the people in the tech world didn't even know it
4:28
Speaker 1: was publicly traded. I'm like, now there's something here to
4:30
Speaker 1: something here. Thursday, in the class we went over it,
4:33
Speaker 1: I said, these are the reasons why breaking it down.
4:37
Speaker 1: Friday we saw it tick up. I said, oh, this
4:39
Speaker 1: is perfect. Before close, I got to get into this position.
4:42
Speaker 1: Today we watched sand dis open up at two twenty
4:46
Speaker 1: after the bell, huge announcement. Guess what just got added
4:50
Speaker 1: to the S and P five hundred.
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Speaker 3: This amazing company has been doing well even before they
4:54
Speaker 3: went public.
4:56
Speaker 1: So now this company is now part of the S
4:58
Speaker 1: and P five hundred, which no means that could now
5:01
Speaker 1: be added inside index funds and added to the investment
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Speaker 1: portfolios of a bunch of people. But a company that
5:07
Speaker 1: just went public technically went public in February of this year,
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Speaker 1: but it's part of this AI ecosystem, like the polls
5:15
Speaker 1: and the like. We always talk about the levers and
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Speaker 1: the pulleys and the shovels. These are those companies now
5:21
Speaker 1: and so that body analogy. When I was talking about
5:23
Speaker 1: it after the class, I'm like, I should really just
5:25
Speaker 1: draw a diagram for it. And so I started thinking,
5:27
Speaker 1: all right, well, here's the heart, Here are the veins,
5:30
Speaker 1: here the valves. Who's going to be the brain of this?
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Speaker 1: You could say that you know AMD or if it
5:35
Speaker 1: could be brain and heart. Start to think of it
5:38
Speaker 1: in terms of the body and how it runs and
5:40
Speaker 1: how it functions, and if anything goes wrong right then
5:44
Speaker 1: it won't function at as high as form. These are
5:46
Speaker 1: the type of things we got to look for, which
5:48
Speaker 1: is why we thought Cilesica early in the year would
5:50
Speaker 1: be great. And it's performed outstanding, which is why we
5:52
Speaker 1: thought memory, Like, if we have a brain, we need memory,
5:55
Speaker 1: right Like your brain is broken down into different components,
5:58
Speaker 1: and we know memory is part that you have to
6:01
Speaker 1: start thinking in that way. So these companies that are
6:05
Speaker 1: going to be essential and crucial. If AID development is
6:08
Speaker 1: going to continue and flourish, which with all science points
6:11
Speaker 1: that it will, you got to take advantage of it.
6:13
Speaker 1: So shout out to everybody that was in class and
6:15
Speaker 1: took advantage of it. I know we're probably up like
6:17
Speaker 1: seventy percent in like twenty four hours or forty eight hours.
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Speaker 1: These are the type of those moments when you see opportunities,
6:23
Speaker 1: especially when we pulled back last week it got up
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Speaker 1: to two eighty nine. I saw it down at one
6:27
Speaker 1: eighty six. Execute execute.
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Speaker 3: It's a prime example of a classic company that is retooled.
6:34
Speaker 3: We talked about Google a lot, but this is another
6:37
Speaker 3: company that is retooled and recalibrated for.
6:39
Speaker 4: The new economy that we're in.
6:41
Speaker 3: Operate gross profit margins twenty seven point nine percent. But
6:45
Speaker 3: this company's been well run even before it went publicly traded,
6:48
Speaker 3: and I love the adjustments they've made to this economy.
6:52
Speaker 3: Unlike my baby Apple, who has not done the best,
6:54
Speaker 3: they are in that class that have done incredibly well
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Speaker 3: at understanding where they how important they are now, and
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Speaker 3: we'll be over the next four or five years as
7:02
Speaker 3: well as into like the quantum era as well. So
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Speaker 3: great breakdown, great assessment. I agree, one hundred percent.
7:08
Speaker 1: Yeah, you know, the deeper conversation is that, especially if
7:11
Speaker 1: you've been into photography or even what we're doing in
7:14
Speaker 1: terms of media, this company has been around you for years. Yeah,
7:20
Speaker 1: I've been playing I walked in here. I have a
7:22
Speaker 1: say in this drive sitting here right, I have a car.
7:25
Speaker 1: It's fifty two two fifty six one TERRIBI sants car.
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Speaker 1: I'm not even thinking in terms of memory memory, memory storage, storage,
7:32
Speaker 1: storage storage.
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Speaker 4: Oh wow.
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Speaker 1: The signs have always been there, but when you start
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Speaker 1: doing the research, it's like everything starts to come together.
7:40
Speaker 1: Oh that's why I keep seeing this, That's why I
7:42
Speaker 1: keep seeing this. Here's what it's being used for. Here's
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Speaker 1: how it's going to benefit from the AI revolution. Like
7:47
Speaker 1: I said, it's going to be monetized, and we're going
7:49
Speaker 1: to make sure that we're the ones monetizing from.
7:50
Speaker 2: It for sure. So you see me on my phone.
7:55
Speaker 2: I'm working through some things in real time right now.
7:57
Speaker 2: Apparently YouTube has two links that they just started a
8:01
Speaker 2: new feature where you can see a vertical and then
8:02
Speaker 2: you can see a horizontal. It's it's like splitting the audience.
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Speaker 2: So on a chat, it's not showing like everybody's not
8:10
Speaker 2: in the same the same chat.
8:13
Speaker 3: Oh really, Okay, so they have a mobile link and
8:16
Speaker 3: a and.
8:17
Speaker 2: A desktop TV.
8:20
Speaker 1: Okay that happen. Okay, Streaming is doing that.
8:24
Speaker 2: Doing it?
8:24
Speaker 1: Yeah, stream yeah, yeah, Okay, that's good.
8:27
Speaker 3: Now we know.
8:28
Speaker 1: Yeah, I's see it over there and over here too. Okay,
8:31
Speaker 1: but where is it? Says here? How vertical? Let's see.
8:35
Speaker 1: I'm gonna click it. Let's see what happens. Looks the same?
8:40
Speaker 1: How's it knowing? Let me see? I see it the same?
8:43
Speaker 2: Chat chat, let me know, chat? How are you?
8:49
Speaker 3: I do have a question which in a year, which
8:52
Speaker 3: companies that are AI adjacent will not do well because
8:56
Speaker 3: it's been discovered they aren't uh class A or class
9:01
Speaker 3: B as some are advertising.
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Speaker 1: That's a great question. I'll tell you the best way
9:05
Speaker 1: to figure this out. This is exactly what I've been doing.
9:08
Speaker 1: Right because again, before I ever.
9:10
Speaker 2: But before I let me just say something. He's about
9:12
Speaker 2: to kill a vertical link. So if you if you're
9:14
Speaker 2: watching this and its vertical and he kills it and
9:15
Speaker 2: you don't see it anymore, just come back on YouTube
9:18
Speaker 2: and watch it from the other one. So it's only
9:20
Speaker 2: gonna be one link on YouTube.
9:22
Speaker 4: Gracias.
9:24
Speaker 1: Yeah, So when before we ever talk to the community
9:29
Speaker 1: or we talk to market money is like I told you,
9:31
Speaker 1: I'm going to research the company, probably three to four weeks,
9:33
Speaker 1: sometimes a couple of months before we talk about it.
9:35
Speaker 1: We've been talking about this company for over a month.
9:37
Speaker 1: Like I said, we've had dinners. I know the question
9:40
Speaker 1: is going to be like, well, how do you know?
9:41
Speaker 1: This is going to be the first thing I do.
9:44
Speaker 1: Who are its hyper scale partners?
9:48
Speaker 2: It matters.
9:50
Speaker 1: It's the first thing I look at because I know
9:52
Speaker 1: if hyper axism, I mean hyper ex scalers, the matters
9:56
Speaker 1: of the world, the Googles of the world, the Amazons
9:58
Speaker 1: and the Microsoft's apples, if they're involved, I know the
10:02
Speaker 1: catpac Spin is going to be there.
10:04
Speaker 3: And if they have priority, because some of them are
10:06
Speaker 3: reporting and acting as if they have deeper partnership with Nvidia,
10:11
Speaker 3: Meta in exactly exactly.
10:13
Speaker 1: So the key is now, if it's just one, I'm
10:18
Speaker 1: not convinced. Yeah, if I see three, oh I know
10:22
Speaker 1: something's here. If I see four, this is pretty I'm
10:26
Speaker 1: pretty confident in this. And so a lot of times
10:28
Speaker 1: I'll look it will be the same hyper scale as
10:30
Speaker 1: And then when I watch those hyper scales report, I'm
10:32
Speaker 1: always listening. That's I always talk about cappex. Has the
10:35
Speaker 1: cappacks going down? Has Meta said we're going to spend less? No,
10:38
Speaker 1: they said enough more. Today Amazon announced that they're spending
10:42
Speaker 1: an additional fifty billion catpacks are still going right, So
10:46
Speaker 1: these pieces that no one talks about, Like we can
10:48
Speaker 1: talk about the large scale things, we can talk about GPUs,
10:52
Speaker 1: and we can talk about the racks, and we can
10:53
Speaker 1: talk about liquid cooling, but these other pieces that make
10:57
Speaker 1: this engine go are going to be vitally important. If
11:00
Speaker 1: those cappax numbers are being spent from the hyperscal is,
11:03
Speaker 1: then we got to file the money, just a lot
11:04
Speaker 1: of money.
11:05
Speaker 3: And look at the partnership matter in Google are now
11:10
Speaker 3: working on TPU integration together, which is really important because
11:16
Speaker 3: my biggest fear.
11:18
Speaker 4: In the Nvidia trade is Wildwei and.
11:21
Speaker 3: Deep Seek working together in tandem because Huawei isn't publicly traded,
11:27
Speaker 3: Deep Sek is still private, so they don't have to
11:30
Speaker 3: report everything that's going on. So I do love seeing Meta, Google, Amazon, Microsoft,
11:37
Speaker 3: that excuse me, Apple and Google working together because the
11:40
Speaker 3: big monster that we have to defeat is China beating
11:44
Speaker 3: us to this race. But look at the partnership layers
11:46
Speaker 3: as well. And if people are not integrated into the ecosystem,
11:49
Speaker 3: they're not going to be I know there's a lot
11:51
Speaker 3: of reports of this company, this AI company is going
11:54
Speaker 3: to be the next one hundred bagger is not many
11:56
Speaker 3: of them out there.
11:58
Speaker 1: I promise you a problem. I like I like the
12:01
Speaker 1: TPU talk. You want to go there, you want to
12:03
Speaker 1: go there?
12:04
Speaker 2: Well, yeah, let's let's talk about that. We get back
12:06
Speaker 2: in there like by and share. Yeah, let's talk about that. Obviously,
12:11
Speaker 2: Google has had a big day today, let's talk. Let's
12:15
Speaker 2: talk about that. As far as what's next on the horizon.
12:20
Speaker 3: I think Google is one of the best run companies
12:23
Speaker 3: in history, and at a time where they were about
12:26
Speaker 3: to be counted out. You can argue right now, Google's
12:30
Speaker 3: the best AI company in the United States of America.
12:34
Speaker 1: It's one off. You can argue, okay, okay, okay, okay,
12:37
Speaker 1: you can argue it. Yes, yeah, yes, yes, because in.
12:41
Speaker 3: Business we can be very let's just talk like it's
12:43
Speaker 3: just us one of the and they had to do it.
12:46
Speaker 3: But when in video became the Darling, every other company
12:51
Speaker 3: or the Big twelve and tech re tooled their business.
12:56
Speaker 1: To then.
12:58
Speaker 4: Take a piece of their business and markets.
13:00
Speaker 3: Here, Apple's now working on their own version of that
13:05
Speaker 3: now Google, of course, because the thought is, okay, I
13:09
Speaker 3: can either let you cannibalize my business, well, I can
13:12
Speaker 3: make Gemini so amazing that it cannibalizes the business itself.
13:16
Speaker 3: But now there's even ads starting to be integrated into Gemini.
13:20
Speaker 3: So I've always said since the beginning of the show,
13:22
Speaker 3: the companies with the most money are going to find
13:24
Speaker 3: a way to lead the revolution and the next technology.
13:27
Speaker 3: They're not going to get left behind. And as soon
13:30
Speaker 3: as Sam had his mistake and cro fail for with
13:32
Speaker 3: brad Gersner, look how quickly other companies are encroaching and
13:37
Speaker 3: getting better at a time. And you can you can
13:40
Speaker 3: make the argument that Anthropics doing better than Open Ai
13:43
Speaker 3: in terms of deliverables in the LLM. So, but the
13:47
Speaker 3: partnership is for secure in the future. And once again
13:50
Speaker 3: when metafl a bunch after earnings, I'm like, they're making
13:54
Speaker 3: the right investments at the right time. I think it
13:56
Speaker 3: was mistimed how much they dropped, and I think the
14:01
Speaker 3: stock will go up a lot as a result. But
14:03
Speaker 3: in times of crisis and economic crunches, you're going to
14:07
Speaker 3: see the top players work with each other. Ten years ago,
14:10
Speaker 3: it was Apple and Google for the search engine. Now
14:12
Speaker 3: it's Apple and Google for AI. But this Meta in
14:15
Speaker 3: Google partnership, I think it's going to do incredibly well
14:19
Speaker 3: for both companies, but of course Google has the lead.
14:22
Speaker 1: As of today. Google is amazing. I'm agreeing with you
14:26
Speaker 1: with that. I think you touched on something really important.
14:28
Speaker 1: I'm going to go back to it a year ago.
14:31
Speaker 1: And if we think about what we were saying about
14:33
Speaker 1: open Ai and how they looked at Google almost in
14:38
Speaker 1: a mocking fashion. Yes, it's almost like, hey, you guys
14:41
Speaker 1: will never catch us.
14:42
Speaker 4: Hey can we really quick? Can we talk how big
14:44
Speaker 4: of a mistake?
14:45
Speaker 1: That is a huge one?
14:46
Speaker 4: Why are you throwing a rock at a sleeping giant?
14:50
Speaker 1: Yeah? And so it got me thinking, right, and I
14:54
Speaker 1: still think of it. Obviously in video the art, you
14:57
Speaker 1: could make the argument right in terms of performance and
14:59
Speaker 1: what they're putting out. Yes, the performance is superior. I
15:04
Speaker 1: think the smartest move they did. And we watched this
15:06
Speaker 1: move happen with Broadcom and we kind of talked about it.
15:10
Speaker 1: When they said, look, you can have the GPU market.
15:14
Speaker 1: It's yours. You're so dominant, have it. AMDA said, all right,
15:18
Speaker 1: we'll be number two. We'll take some of the market
15:20
Speaker 1: share that it looks like it's working out for them,
15:23
Speaker 1: right There wasn't going to be a number three. So
15:25
Speaker 1: they said, we're not doing GPUs, we'll do the XPU.
15:29
Speaker 1: I think while while this is happening, Google says, we're not.
15:33
Speaker 1: We'll rely on you for now, but we've got to
15:35
Speaker 1: create something that we can internally do and we can
15:38
Speaker 1: internally rely upon, and that's the TPU. So that's the
15:40
Speaker 1: tensor processing unit. So if you've hurt TPU over the
15:43
Speaker 1: past couple of days, that's why. Why is it important?
15:46
Speaker 1: Because it makes them self reliant. They won't need Nvidio
15:49
Speaker 1: at the same level they once did. Why did we
15:52
Speaker 1: see another company run up, that company being named Broadcom.
15:58
Speaker 1: It's because Broadcom can help design that TP right, which
16:03
Speaker 1: is why when they said XPU, look, that means we'll
16:05
Speaker 1: make any PU for anyone will help you make this.
16:08
Speaker 1: And so we watched broad comrades. Right, they were up
16:11
Speaker 1: ten percent today. Google was leading the charge up I
16:15
Speaker 1: think like nine percent. Those two companies were starting to move,
16:18
Speaker 1: and Video hasn't moved at the same level. Right it
16:20
Speaker 1: had its earnings And I heard a shout out to
16:23
Speaker 1: Josh Brown. He says something very interesting. He's like Nvidia
16:25
Speaker 1: at this point is like Jordan in ninety six, comparing
16:29
Speaker 1: himself to what he did in ninety five. Yeah, you're
16:32
Speaker 1: the champion, you're the.
16:33
Speaker 4: Best player, but you're so exceptional.
16:35
Speaker 1: It's so exceptional, like you're not.
16:37
Speaker 4: Going to have an exponential growth from where you are.
16:40
Speaker 1: Yeah, Carmel owles MVP. You know what I'm saying. You're that,
16:43
Speaker 1: but you're but we know who the best player is.
16:45
Speaker 1: The TPU thing is is important because number one, it's cheaper,
16:51
Speaker 1: it's faster. But right now, and I'm just saying right now,
16:56
Speaker 1: it's really designed just for Google Cloud products.
17:00
Speaker 3: Which is smart because it keeps the ecosystem inside and
17:02
Speaker 3: from a branding lesson, going back to the ocean strategy.
17:05
Speaker 3: I love companies when they create a market that they
17:08
Speaker 3: have dominant sharing.
17:10
Speaker 1: Right. So now it says to me, Okay, if Google
17:13
Speaker 1: does it, Amazonal'll be next. H Right, Microsoft is already
17:18
Speaker 1: there with open Ai. And so does that take some
17:21
Speaker 1: business away from Nvidia? It will take some away some
17:28
Speaker 1: until Oh that's wrong. That's where I'm going. I'm going
17:33
Speaker 1: there right so here, you can't. So right now, the
17:38
Speaker 1: TPUs that that Google makes, and it is phenomenal and
17:41
Speaker 1: we can see the results of some of the products
17:42
Speaker 1: they put out. It can't do general purpose workloads like
17:45
Speaker 1: GPUs do. And again it's multi for Google Cloud. That's
17:49
Speaker 1: the not right, So it works on Google Internal AI
17:51
Speaker 1: and Google Cloud workloads. Great. Obviously GUS for AI training
17:57
Speaker 1: does inference. Uh, and it's more excess, right, you can
18:00
Speaker 1: use that on different type of workloads. So that's just
18:02
Speaker 1: in that market, right, if we're talking about large language models.
18:07
Speaker 1: But where is the next trillion dollar industry quantum and robotics? Robotics?
18:17
Speaker 1: So then you start putting the pieces together. Who did
18:21
Speaker 1: we see Jensen sitting with last week? Yeah, that guy,
18:29
Speaker 1: that guy who told us that money will be irrelevant
18:32
Speaker 1: when I start. When you start seeing these signs, you
18:34
Speaker 1: start to put the pieces together. He's sitting next to
18:37
Speaker 1: the guy who's going to be integral in that robotics space.
18:40
Speaker 1: He's sitting next to the guy who's already integral in
18:42
Speaker 1: the EV space. Those products in those sectors are going
18:46
Speaker 1: to need GPUs and so yeah, it might lose some
18:49
Speaker 1: from the Googles when they do CPUs TPUs, but you
18:54
Speaker 1: got a whole sector of robotics evs that they are
19:00
Speaker 1: still going to be the king of. And if when
19:02
Speaker 1: we went to GtC, what's the last thing he brought
19:06
Speaker 1: on stage? Yeah, a little robot.
19:09
Speaker 4: Robot come out on stage, interact with whatever.
19:12
Speaker 1: Then we went we went into the assembly hall. It
19:15
Speaker 1: was the robot that was cleaning your kitchen and taking
19:18
Speaker 1: your food out the oven.
19:19
Speaker 4: Putting groceries away.
19:21
Speaker 1: But the groceries away right GtC happened in uh DC
19:26
Speaker 1: a few weeks ago. Robotics again, why is he talking
19:30
Speaker 1: about that? He's talking about it for a reason. He
19:33
Speaker 1: knows that's where the pivot is going to be. If
19:35
Speaker 1: we lose some of this market share, we're about to
19:38
Speaker 1: go dominate that one. So everybody the Nvidia training is old, No, no,
19:43
Speaker 1: it's not going anywhere.
19:45
Speaker 3: And even their mote, as you've highlighted, the moat in
19:48
Speaker 3: Nvidio has because people asking me all this was people
19:51
Speaker 3: are encroaching in the territory. How would it defended. They
19:54
Speaker 3: were defended by being in partnership with everyone who's encroaching.
19:57
Speaker 3: So I'll give you part of this business in lieu
20:00
Speaker 3: of national interest. But these are the markets stay away from.
20:05
Speaker 3: And it's lining that perfectly that way.
20:07
Speaker 1: And it's and so last week we were talking about
20:09
Speaker 1: what this run isn't over right, It's not just about
20:11
Speaker 1: the product now, it's about the region, right, so they're
20:13
Speaker 1: in South Korea. Now they're in the UAE. But lo
20:17
Speaker 1: and behold, wait, there's a press conference for an Ai
20:22
Speaker 1: holds on this this talk that China might come back
20:25
Speaker 1: into the full. China might come back in the fifth
20:30
Speaker 1: allegedly a fifty billion dollar opportunity may come back into
20:34
Speaker 1: the fold.
20:35
Speaker 2: Yeah, yeah, yeah, Well we're gonna talk about the China
20:39
Speaker 2: thing and Trump later on. I want to I want
20:43
Speaker 2: to do this. We want to have a brief segue
20:46
Speaker 2: into something, and we're gonna have another conversation. But I
20:49
Speaker 2: put that rent is up over one hundred and fifty
20:54
Speaker 2: percent since two thousand. The average car average new car
20:58
Speaker 2: jump from sixteen thousand and nineteen ninety to forty eight
21:01
Speaker 2: thousand today. That's a three x in one generation. College
21:06
Speaker 2: tuition is up more than seven hundred and fifty percent
21:09
Speaker 2: since the nineteen eighties. So the thing about it is
21:14
Speaker 2: that when I worded it was that it's only getting worse.
21:17
Speaker 2: By the time you finally make more money, it's worth
21:21
Speaker 2: half of what it used to be. Nothing is more
21:24
Speaker 2: expensive than not having enough. You can't save your way
21:29
Speaker 2: or work your way out of the rat race. Investing
21:31
Speaker 2: in business are the only real exits. The reason why
21:35
Speaker 2: I say that is because I'm gonna talk about the
21:38
Speaker 2: option class and I'm gonna talk about red PAT. I
21:40
Speaker 2: want talk about Redpaan the first because.
21:43
Speaker 1: I and.
21:45
Speaker 2: When we do, you have the Eli Lilly on market mondays,
21:49
Speaker 2: and this is free information. Anybody can take advantage of it,
21:52
Speaker 2: me personally. You know, it is one of these things
21:55
Speaker 2: like the timing that you put money into things. That's
21:57
Speaker 2: the thing with red pain is the time that you
21:59
Speaker 2: put money. And he was like, yeah, Eli Lilly, it
22:03
Speaker 2: looks like you know, it's around that time. And you
22:06
Speaker 2: know I just put money. I didn't buy an option.
22:08
Speaker 2: I just put money in the stock, right, And to
22:12
Speaker 2: be fully transparent, I put one hundred thousand dollars into
22:15
Speaker 2: the stock and I'm up fifty seven percent. Yeah, so
22:21
Speaker 2: that's just a quick fifty ball. But the reality of
22:24
Speaker 2: it is for the free yeah. And the reality of
22:28
Speaker 2: it is that that's why the information can change your
22:30
Speaker 2: whole situation because you know, growing up, fifty thousand dollars
22:34
Speaker 2: was a good salary.
22:36
Speaker 4: Absolutely in nineteen ninety six, ninety eight.
22:40
Speaker 1: That what I started teaching in two thousand and eight.
22:43
Speaker 1: My salary was fifty three.
22:44
Speaker 3: Thousand, fifty grand a year was getting it done?
22:47
Speaker 2: Yeah, So that and then with the options, you know,
22:51
Speaker 2: I've done multiple different options that Troy has recommended, whether
22:55
Speaker 2: this MU, where this TSM and video a few times,
23:02
Speaker 2: and multiple options that have gotten over you know, three
23:05
Speaker 2: hundred percent. So when you have, like when we're saying
23:09
Speaker 2: that the car price is three x, how do you
23:12
Speaker 2: fight that by three x in your money?
23:16
Speaker 4: Right?
23:16
Speaker 2: And that's that's the whole point of why the information
23:20
Speaker 2: is so vitally important because it's something that you only
23:26
Speaker 2: are going to win this game if you find ways
23:29
Speaker 2: to multiply your money. It's not an option, and the
23:35
Speaker 2: most optimal, the most optimal way possible. So buying buying
23:40
Speaker 2: low is the optimal way of utilizing of multiplying your money, right,
23:44
Speaker 2: Panda learning how to trade efficiently h is another way
23:49
Speaker 2: that you can, you know, optimize your portfolio. Take a
23:52
Speaker 2: portion of it, not the whole thing, will take a
23:53
Speaker 2: portion of it. And and you know, have some some
23:56
Speaker 2: level of exposure to that, but you got to know
23:58
Speaker 2: what you're doing, so you know, that's that's important. So
24:03
Speaker 2: kudos to you guys, because love definitely, you know, it's
24:08
Speaker 2: one of these things that's that's a game changer, not
24:11
Speaker 2: just in our community, but any anybody that's interested in,
24:16
Speaker 2: you know, furthering their financial portfolio.
24:20
Speaker 4: And here's a great part about that.
24:21
Speaker 3: If you went to a fund manager, shot to all
24:23
Speaker 3: the great fund managers out there, but you would have
24:25
Speaker 3: had to give up minimum twenty percent and then a
24:28
Speaker 3: more aggressive established fund thirty of that too. Whoever you
24:32
Speaker 3: partner with money, please put us in chat aller the
24:38
Speaker 3: guys speak t shirt for Christmas.
24:39
Speaker 2: Man Having said that, you know we're going to do
24:45
Speaker 2: something once again that we've the Black Friday. Yes, the
24:50
Speaker 2: time is called so you know how I like to
24:53
Speaker 2: look at it, and market Mondays is free for everybody
24:55
Speaker 2: and it's always going to be like that for now
25:00
Speaker 2: seeable future. So you can you get now, you can
25:03
Speaker 2: just get ship, you can get you can education. But
25:07
Speaker 2: we're doing something for a very limited slot. We opened
25:10
Speaker 2: up fifty to fifty slots for this, and you'll understand
25:15
Speaker 2: why it's fifty by the time I said it. This
25:17
Speaker 2: isn't for everybody, but this is for a few, select few.
25:23
Speaker 2: So we're going to do lifetime access to Red Panda.
25:26
Speaker 2: Are we We spoke about this okay text where you
25:35
Speaker 2: get all of that stock information, where you get the
25:37
Speaker 2: right prices to buy. We're going to do like access
25:40
Speaker 2: to e Yo University Choice Options class, the Communities home
25:44
Speaker 2: Buyers blueprint financial planning called the whole Gambit. VIP Tickets
25:49
Speaker 2: to invest Best twenty twenty six invest Best legendary.
25:51
Speaker 3: This is the sixth year investments. You thought it was over,
25:55
Speaker 3: It's reloaded. It's reloaded.
25:58
Speaker 2: Actually, we IRP Tickets to Invest Fest twenty twenty six.
26:02
Speaker 2: We are doing an in person Mastermind. We are doing
26:06
Speaker 2: an in person Mastermind. We don't do market Monday's events anymore,
26:09
Speaker 2: so once a yeah, we do this in person mastermin
26:11
Speaker 2: We're doing an in person Mastermind. We're gonna bring our friend,
26:14
Speaker 2: the Queen of AI. She actually killed the invest fstage,
26:18
Speaker 2: and she's gonna talk about AI and then we're gonna
26:20
Speaker 2: talk about trading. We're gonna talk about investing. Were gonna
26:22
Speaker 2: do in person masterminding. In person Mastermind is in Capitol Hill. Yeah,
26:29
Speaker 2: in person Matthew Monus athlete. Then we will take an
26:35
Speaker 2: exclusive tour of Capitol Hill, first hand access congressman, senators,
26:45
Speaker 2: one of the political friends that we know. We're gonna
26:49
Speaker 2: be talking.
26:50
Speaker 3: We're gonna, we're gonna be Nancy Pelosi, Marchie, Margie Taylor
26:57
Speaker 3: Green came into Congress with seven hundred and fifty four
27:01
Speaker 3: years later exited with two twenty five million.
27:05
Speaker 1: Fact. That's a that's a fact.
27:07
Speaker 2: It's a certain things. But the last thing that we're gonna.
27:11
Speaker 3: Do, Oh boy, oh baby, we are we are taking
27:16
Speaker 3: we got were taking a TOURV in video.
27:20
Speaker 4: My baby, we're back.
27:24
Speaker 2: We're taking the TOWELV in video.
27:26
Speaker 1: No, let that really sink in Let that.
27:32
Speaker 3: We are bringing big gang to headquarters to headquarters. Yes,
27:39
Speaker 3: we're gonna be talking to high level executives. We're taking
27:43
Speaker 3: the tour. We're looking at the new tech coming down
27:46
Speaker 3: the pipeline. We are going to in video. We talk
27:48
Speaker 3: about in video all the time. And video is the
27:50
Speaker 3: largest company in the history of the world. And video
27:54
Speaker 3: is the largest country company in the history of mankind.
27:58
Speaker 3: Very rare opportunity.
28:00
Speaker 1: Mm hm.
28:02
Speaker 2: And we we're gonna we're gonna go to in video.
28:05
Speaker 3: Get your asking questions up close and personal. Get to
28:08
Speaker 3: see the culture, what they're working on.
28:10
Speaker 5: The rags hopefully blackwell open door keys, open doors, and
28:17
Speaker 5: you know, information and relationships change my life, Yeah, for sure.
28:23
Speaker 2: And you know what else can we do? I mean,
28:25
Speaker 2: I don't know what else we can do. We're gonna
28:27
Speaker 2: give you invest best legendary Capitol Hill politicians, Crazy Red Pan,
28:34
Speaker 2: the lifetime ey University, Lifetime in Person Mastermind, and then
28:38
Speaker 2: we're gonna go to in video. Now.
28:40
Speaker 3: If you can't make it to the in person Mastermind,
28:42
Speaker 3: don't worry, you will get the recording.
28:45
Speaker 2: If you can't make it to in video, don't worry,
28:48
Speaker 2: you will get the recording. But it's fifty slots only.
28:52
Speaker 2: But only the first forty can go to in video
28:56
Speaker 2: because that's an extremely limited situation. It's fifty slots for
29:01
Speaker 2: the whole entire thing. The first forty people will get
29:04
Speaker 2: the in video offer. How do you know if the
29:06
Speaker 2: n video offer is still valid? If you still see
29:09
Speaker 2: it on the website, it's still valid. If you no
29:12
Speaker 2: longer see the in video offer on the website, that
29:14
Speaker 2: means that is no fifty people.
29:16
Speaker 3: That's what we're doing. Go to Market Monday's Deal dot com.
29:24
Speaker 3: Market Mondays would have asked Market Monday's Deal.
29:29
Speaker 2: Dot com fifty slots only.
29:34
Speaker 3: And one of the best questions you can ask for
29:36
Speaker 3: anyone that you meet at in video who works there,
29:40
Speaker 3: how long have you been invested in the stop You're
29:43
Speaker 3: going to see some correlations that they know in that
29:46
Speaker 3: ecosystem about whole times that have made a bunch of
29:50
Speaker 3: people millionaires and billionaires. It's one of the most fascinating
29:54
Speaker 3: corporate environments I've been in in terms of how they work,
29:58
Speaker 3: but how knowledgeable every one is an investment and investing schedule. Yeah,
30:04
Speaker 3: if it felt like talking to fund managers, to every
30:06
Speaker 3: employee that we talked to.
30:08
Speaker 1: It's interesting, Like we talk about our visit in March
30:11
Speaker 1: and how much that's meant to us just from an
30:13
Speaker 1: internal standpoint, But what that has allowed us to do
30:16
Speaker 1: is actually teach and get more in depth research to
30:19
Speaker 1: now get back to the community so that now the
30:22
Speaker 1: community gets to see And I just want to give
30:24
Speaker 1: a huge, huge shout out to our partners over that
30:26
Speaker 1: in video. They have been extremely gracious, extremely excited. They
30:30
Speaker 1: love the work that we're doing, which is why they
30:32
Speaker 1: invited us, and they said, look, what else can we do?
30:35
Speaker 1: How can we be even more meaningful to the community.
30:38
Speaker 1: And I said, we said, we got some ideas, So
30:42
Speaker 1: this is going to be I'm excited for everybody. I'm
30:45
Speaker 1: excited myself to be there. You never stop learning. As
30:48
Speaker 1: a lifelong learner, you can't pass up with the opportunities
30:51
Speaker 1: to learn. And this is definitely going to be one.
30:53
Speaker 2: And the thing about it is too is like I
30:55
Speaker 2: was telling them, like, you know, I was saying, I
31:00
Speaker 2: told you, I'm like, look, this don't really make sense
31:03
Speaker 2: because you sometimes in life you do you do too
31:07
Speaker 2: much and then you gotta hold things for other Like,
31:11
Speaker 2: you know, we utilizing a lot of.
31:14
Speaker 4: Relationships capital.
31:15
Speaker 2: Yeah, we utilizing a lot of resources in relationship capital here.
31:20
Speaker 1: No fact, that's what this is a real conversation. I'm like,
31:26
Speaker 1: gotta do it, all right, you gotta do it.
31:29
Speaker 2: It is what it is, man.
31:30
Speaker 3: See you on the other side. You got to tap shotty,
31:33
Speaker 3: yeah for sure. Yeah, all right, okay. And the second
31:37
Speaker 3: most important question, which companies in the valley have the
31:42
Speaker 3: most promise over the next four or five years.
31:45
Speaker 2: Well, that's the next thing I want to go to
31:47
Speaker 2: at all right, So that's the deal. First fifty first come,
31:50
Speaker 2: first serve, see you guys. Yeah, we'll see there in DC.
31:56
Speaker 2: And once again, if you can't make it, don't worry.
31:58
Speaker 2: We're gonna give you the We're gonna give you the video.
32:00
Speaker 2: I know it's a lot to travel and do that.
32:02
Speaker 2: So even if you can't make it, you'll still be there.
32:05
Speaker 2: You'll still get the exclusive access conversation and all that,
32:09
Speaker 2: which actually might be better as far as you know,
32:11
Speaker 2: from a logistics standpoint, because like I said, you know,
32:13
Speaker 2: you do have to you know, travel, get hotel and
32:15
Speaker 2: all of that. So even if you can't make it,
32:17
Speaker 2: you're still going to be there.
32:19
Speaker 1: And those conversations are so important because, like I said,
32:21
Speaker 1: when you think of the company, you think GPU. But
32:24
Speaker 1: he was going to so many different sectors, whether it's education,
32:27
Speaker 1: or it's defence tech, or it's finance. There's just so
32:31
Speaker 1: many sectors that these GPUs touched and so there's experts
32:35
Speaker 1: from all of those sectors over that are willing to say, hey,
32:39
Speaker 1: nobody's ever asked me what I do. I would love
32:41
Speaker 1: to tell you so yeah, life changing.
32:44
Speaker 2: Yeah, it's a great it's actually a great idea and uh.
32:49
Speaker 4: Brilliant idea.
32:50
Speaker 2: Everybody can't do it. Like that's why it's like when
32:52
Speaker 2: the investments, when we're going you know, we brought Magic
32:55
Speaker 2: Johnson and you know Tyler Perry is like people can
33:00
Speaker 2: and do what we do, man earners.
33:01
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