Latest / Earn Your Leisure / Top Stock Predictions for 2025: Palantir, Nvidia, United Airlines & More!
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- 1:51Speaker 2: Well.
- 1:51Speaker 3: Top stocks of twenty twenty four like Pound ten, Pista,
- 1:58Speaker 3: and Video That Airlines will they have similar success this year.
- 2:04Speaker 4: I think Parlaentteer will do great, even though I'm not
- 2:06Speaker 4: theoretically shot that Alex Love Alex a big fan of
- 2:10Speaker 4: Peter intellectually, Polunteer will do great, and Video would do great.
- 2:14Speaker 4: Of course, Vistra, I don't think they have the same
- 2:18Speaker 4: year that they did in twenty twenty four. I don't
- 2:21Speaker 4: care if you United Airlines goes up seven thousand percent.
- 2:24Speaker 2: With you, I'm with you.
- 2:25Speaker 4: I don't give you could put on every flight with
- 2:28Speaker 4: me and I fly UL all the time. To me,
- 2:32Speaker 4: airlines is uninvestable, So that's a hard that's if we
- 2:36Speaker 4: bring back there or alive, they'll always be dead to me.
- 2:40Speaker 2: GV will be okay.
- 2:41Speaker 4: But I think out of this category, the only two
- 2:43Speaker 4: that have the same year or better will be Pallenteer
- 2:48Speaker 4: and in video, and I think Pallentteer in video and
- 2:51Speaker 4: the real starlink Dad is going to end up being
- 2:56Speaker 4: like a the New War Index when all of those
- 3:00Speaker 4: are publicly traded.
- 3:02Speaker 2: For sure.
- 3:03Speaker 1: Yeah, I agree with you on United Airlines Palenteer, I'm
- 3:07Speaker 1: questioning why, and I think it's relative. Right, If we're
- 3:11Speaker 1: talking about having the same year or something similar, you're
- 3:15Speaker 1: talking about two hundred and seventy eight percent increase.
- 3:18Speaker 4: Well, yeah, that's gonna be tough to cull off, right,
- 3:20Speaker 4: So I can see a world where they do one
- 3:21Speaker 4: hundred percent.
- 3:22Speaker 1: That's but we just got to keep things in perspective,
- 3:25Speaker 1: right because well it didn't get to two hundred and
- 3:27Speaker 1: fifty percent. Yeah, well that doesn't usually happen, right, So
- 3:31Speaker 1: like if it does seventy percent next year, that's an
- 3:33Speaker 1: amazing year. If it does forty percent, that's still a
- 3:37Speaker 1: really good year. I've been noticing a lot of selling
- 3:41Speaker 1: off don't happening in Palenter from execs, from CEO, and
- 3:47Speaker 1: I know obviously what Palenter does, and we spoke about
- 3:50Speaker 1: this for the past two years, especially when we were
- 3:52Speaker 1: out in doubles and we went to Palenteer and I'm like, wait,
- 3:55Speaker 1: what they're doing collect information? Yeah, I don't think people
- 4:00Speaker 1: really have a clear understanding of what this means, especially
- 4:03Speaker 1: when an agency like that, it's artificial intelligence working with
- 4:06Speaker 1: the government, surveillance, all that tied into one. I don't
- 4:10Speaker 1: think people really have an understanding of it. But I'm
- 4:13Speaker 1: I put a question mark just because of the selling
- 4:15Speaker 1: off from a lot of the execs. Obviously, you've got
- 4:17Speaker 1: to take profits when the company runs up, so question
- 4:20Speaker 1: mark on that. Be sure, I think it's going to
- 4:22Speaker 1: have another strong year. And again relative right, this is
- 4:24Speaker 1: the largest return on the S and P five hundred
- 4:27Speaker 1: last year. But I think it has another strong year
- 4:28Speaker 1: because the aid demand is not going anywhere.
- 4:31Speaker 4: No, it's only going to increase.
- 4:32Speaker 1: It's only to increase, and there they were in prime
- 4:36Speaker 1: position to benefit from that increase.
- 4:39Speaker 2: When you're talking about energy for data centers.
- 4:43Speaker 1: I think they stay for the same reason that g
- 4:45Speaker 1: GV stays, right, that energy consumption and efficiency to power
- 4:51Speaker 1: data centers, which will in turn.
- 4:52Speaker 2: Empower the AI revolution.
- 4:55Speaker 1: So I like both Feature and GV and Nvidia of course,
- 4:58Speaker 1: right if it has so if VideA, I mean, if
- 5:01Speaker 1: it does sixty percent, I still think it's a great year.
- 5:06Speaker 1: It's that a three trillion dollar company. If it grows
- 5:09Speaker 1: by fifteen percent, that's a really solid number. So question mark, Pounteer, Vishra,
- 5:16Speaker 1: GV and video for sure, United Airlines.
- 5:19Speaker 2: You can have them. I know were touched on it quickly.
- 5:22Speaker 4: But what did you think about what Jensen said at CS.
- 5:27Speaker 2: In terms of quantum computing, Well, we final computed. That
- 5:31Speaker 2: was a hot take, but I agree.
- 5:33Speaker 4: And the overall presentation on in video making, PCs and blackwell.
- 5:39Speaker 1: Yeah, when I was watching it, a couple things were interesting.
- 5:42Speaker 1: Number one, I heard what I thought would happen to
- 5:45Speaker 1: presentation when he's talking about memory and Mike Cron being
- 5:47Speaker 1: a partner there.
- 5:48Speaker 2: That was exciting news.
- 5:50Speaker 1: When I heard him coming into the CPU space, I
- 5:52Speaker 1: was like, okay, well that's AMD space now. So again
- 5:58Speaker 1: I know that there's there's some family type did but
- 6:00Speaker 1: this is like, now we've come to take it all.
- 6:03Speaker 2: There's no la.
- 6:04Speaker 1: This is not a laughing matter, like we're coming to
- 6:06Speaker 1: conquer everything. So we're already dominating GPUs and now we're
- 6:11Speaker 1: coming I know you thought we forgot about gaming, but no,
- 6:14Speaker 1: here's what we're doing for gaming, and we're coming back
- 6:16Speaker 1: for your CPU market as well. So that was interesting
- 6:20Speaker 1: to watching a MD. I was like, oh man, this
- 6:23Speaker 1: is this is.
- 6:24Speaker 2: Not something, but can you have it all?
- 6:26Speaker 4: I mean, actually, Detroy Arashot can a company dominate both
- 6:30Speaker 4: sectors because at some point your attention has to go somewhere.
- 6:35Speaker 1: And I think that's the interesting part, right, because yes,
- 6:39Speaker 1: you can be great at some things.
- 6:41Speaker 2: You just can't be great at everything. Yep.
- 6:44Speaker 1: And they're great at the GPUs, it's been well documented.
- 6:47Speaker 1: In fact, their market ship will dictate that if they
- 6:51Speaker 1: start focusing on lesser tier things CPUs and mistake because
- 6:56Speaker 1: the price points aren't going to be the same. But
- 6:58Speaker 1: what you really want to do is about the competition.
- 7:01Speaker 1: Who was now taking the lead right until falls am
- 7:03Speaker 1: D takes over. They announced their product.
- 7:10Speaker 2: Just the.
- 7:16Speaker 1: Family ties, right, they announced that m I think it's
- 7:19Speaker 1: the M three hundred and then the video has this
- 7:22Speaker 1: whole the first three minutes is not even talking about
- 7:26Speaker 1: what they're doing AI. It's about, you know, this is
- 7:28Speaker 1: what we're coming to put inside of the computers and
- 7:30Speaker 1: for gaming, And I was like, damn. Then I'm watching
- 7:33Speaker 1: him present it. I'm like, did he rehearse this? Did
- 7:35Speaker 1: he like look at the slides? So the presentation part
- 7:38Speaker 1: was a little tricky for me. And then obviously the
- 7:42Speaker 1: quantum computing part was like, okay, okay, what what what
- 7:45Speaker 1: are we watching here? Is he setting this up for
- 7:48Speaker 1: a pullback in this space because they're innovating, and then
- 7:51Speaker 1: not really to release that. And then obviously you saw
- 7:54Speaker 1: what happened with the quantum computing socks the next day.
- 7:56Speaker 2: They all dropped. Some of them are recovered a little bit,
- 7:59Speaker 2: but that was a have to pull back in that space.
- 8:02Speaker 1: And he said twenty to thirty years right, And then
- 8:05Speaker 1: you had a couple of CEOs from the quantum space
- 8:08Speaker 1: say no, he's off.
- 8:09Speaker 2: He's throwing you off.
- 8:11Speaker 1: In fact, if he's talking about it, that means that
- 8:13Speaker 1: they're working on it and they're not far from revealing
- 8:16Speaker 1: what they've done, which sounds more like tech CEOs.
- 8:20Speaker 2: They're not.
- 8:21Speaker 1: They're not working on it and saying it We're thirty
- 8:22Speaker 1: years away now. They're trying to figure out how to
- 8:24Speaker 1: innovate faster than the competition.
- 8:28Speaker 4: I mean, and I'll say this again, I like that
- 8:31Speaker 4: the quantum stocks rose, but when Google hasn't put out
- 8:35Speaker 4: a demo of Willow yet, I don't think qubts whoever
- 8:41Speaker 4: has the solution and Google has not figured it out.
- 8:44Speaker 4: But Rishard, if I'm your distant cousin, you're gonna stop
- 8:46Speaker 4: me out if I'm a stump you out.
- 8:48Speaker 3: No, they don't, you know, it's one of these things.
- 8:51Speaker 2: They't.
- 8:51Speaker 3: They didn't even know each other until they was like
- 8:53Speaker 3: forty years old.
- 8:54Speaker 2: But they know each other now.
- 8:57Speaker 4: Forty years they were like, we ain't grow up anyway.
- 9:00Speaker 2: I know you now is different. Golf.
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