Latest / Earn Your Leisure / NVIDIA Insiders Say You Need to Own This AI Stock! Arm Holdings Explained?

Transcript

NVIDIA Insiders Say You Need to Own This AI Stock! Arm Holdings Explained? · Earn Your Leisure

• 0:00
  Speaker 1: Let's talk about ARM. Oh yeah, posted that. I know
• 0:03
  Speaker 1: that's been a lot of attention about that. So ARM
• 0:07
  Speaker 1: it's had a stellar a couple of weeks. You know,
• 0:09
  Speaker 1: you had to stock call. We'll not stock call. You
• 0:12
  Speaker 1: had the options call two weeks ago university and you
• 0:15
  Speaker 1: talked about that, so uh and that option is up
• 0:19
  Speaker 1: three but talk break down not just the option, but
• 0:24
  Speaker 1: like ARM as far as what is ARM for people
• 0:27
  Speaker 1: that don't even know what it is? Why has it
• 0:30
  Speaker 1: been running like? And why is it? You know, the
• 0:33
  Speaker 1: hot stock of the moment. Yeah, so shout out to
• 0:37
  Speaker 1: everybody that's in it. I call it the army. The
• 0:39
  Speaker 1: arm army.
• 0:40
  Speaker 2: Now that's fire.
• 0:43
  Speaker 3: A lot of people in that. So shout everybody. Number
• 0:45
  Speaker 3: want to pull up to the class and executed on that.
• 0:47
  Speaker 3: Some people did a lot better than I'm doing, which
• 0:49
  Speaker 3: is which is I love because I'm like, all right,
• 0:51
  Speaker 3: they went shorter term.
• 0:52
  Speaker 4: But I speak on it a lot.
• 0:54
  Speaker 3: A lot of times, you'll do research on companies and
• 0:57
  Speaker 3: then every now and then you'll get validated with that research.
• 1:00
  Speaker 3: And so you know, when we had the opportunity to
• 1:03
  Speaker 3: go to in video uh in April, you know, doing
• 1:07
  Speaker 3: research on the semiconductor space, understanding where ARM is. I
• 1:11
  Speaker 3: remember we were sitting there and they were asking questions
• 1:14
  Speaker 3: and one of the things that was prompted was, all right,
• 1:16
  Speaker 3: who makes our memory, who's doing the motherboard? Here's our GPU?
• 1:19
  Speaker 3: Just what it looks like. Oh, this is ARM. They're
• 1:22
  Speaker 3: the architecture for this. And I was like, oh, okay,
• 1:27
  Speaker 3: here comes the validation. And so I want you to
• 1:29
  Speaker 3: think of it in terms of and video will take
• 1:33
  Speaker 3: them as a company, right, they design ARM manufacturers now
• 1:38
  Speaker 3: because they manufactured or to create architect I shouldn't manufactured.
• 1:42
  Speaker 4: TOM does that.
• 1:43
  Speaker 3: Because they architect the design, They're able to do that
• 1:47
  Speaker 3: almost for any company. Right, So when we're talking about
• 1:51
  Speaker 3: the AI revolution, ARM really doesn't have a CAPEX, Right.
• 1:55
  Speaker 3: They're actually building architecture for in Vidia, they're building it
• 1:58
  Speaker 3: for Apple, they're building it for Qualcom and pretty much
• 2:01
  Speaker 3: I mean a lot of the semiconductor space. The part
• 2:05
  Speaker 3: that makes them so attractive is that they charge royalties.
• 2:09
  Speaker 3: And we know royalties like when we listen to music, right,
• 2:12
  Speaker 3: like how did you get your royalty check? Meaning how
• 2:15
  Speaker 3: much did you make off for each album sold? So
• 2:17
  Speaker 3: think of it like that ARM is making royalties off
• 2:21
  Speaker 3: for each chip that is sold. So imagine if they're
• 2:24
  Speaker 3: making the architecture for Blackwell, if they're making it for
• 2:30
  Speaker 3: Vera Rubin, if they're going to make it for Finement
• 2:32
  Speaker 3: in the future, that's millions of chips. That's number one,
• 2:36
  Speaker 3: they're going to get money off of creating the architecture.
• 2:39
  Speaker 3: But then number two, they're going to get royalties on
• 2:41
  Speaker 3: top of each cell. And so I'm like, wow, this
• 2:45
  Speaker 3: sounds like a bro you should definitely have in the
• 2:49
  Speaker 3: portfolio for a couple of reasons. Now, when they reported
• 2:52
  Speaker 3: they had to blowout quarter, but the royalty rate got
• 2:54
  Speaker 3: a little bit underperformed what people thought. But that doesn't
• 2:58
  Speaker 3: mean it's not going to keep continue to growing because again,
• 3:01
  Speaker 3: look at their partners.
• 3:02
  Speaker 4: Think about this.
• 3:04
  Speaker 3: If we got designed, we got architecture, and what does
• 3:07
  Speaker 3: that architecture actually do well? That actually creates the language
• 3:10
  Speaker 3: for that GPU, right, So the language and the rule
• 3:12
  Speaker 3: book of how that GPU is going to perform, that's
• 3:15
  Speaker 3: arms responsibility.
• 3:16
  Speaker 4: So they can build Apple, they can Apple.
• 3:19
  Speaker 3: Can use them for architecture to build their M series ship,
• 3:21
  Speaker 3: and Video is going to use them for their.
• 3:24
  Speaker 4: Number one GPU.
• 3:26
  Speaker 3: But the best part is that they're also now doing
• 3:29
  Speaker 3: it for the CPU. Why is that important? On Friday
• 3:33
  Speaker 3: three twenty right when we want to talk about a
• 3:35
  Speaker 3: run sometimes, So we invested in that two weeks ago
• 3:38
  Speaker 3: based on that story. The CPU story is a very
• 3:42
  Speaker 3: interesting one because ARMS architecture is all over in AMD.
• 3:46
  Speaker 3: It's inside of the story three twenty three on Friday,
• 3:50
  Speaker 3: and video says we're about to change the face of PC.
• 3:54
  Speaker 3: The next era is upon us. Right, Microsoft does a
• 3:56
  Speaker 3: simultaneous tweet, ARM does the simultane which means partnership is
• 4:01
  Speaker 3: on the horizon. Last night, if you watch, Jensen said,
• 4:04
  Speaker 3: the next evolution of the PC is here. Who's the
• 4:08
  Speaker 3: architecture ARM, Who's the main It's going to be Microsoft.
• 4:13
  Speaker 3: Who's the compute inside? It's an vidio. Think about that
• 4:17
  Speaker 3: in terms of AI now not just being an application
• 4:22
  Speaker 3: but actually being the hardware that you're now going to buy.
• 4:24
  Speaker 3: It's going to change, and the division of how they're
• 4:26
  Speaker 3: looking at it is okay, the same way that everybody
• 4:29
  Speaker 3: had a personal computer in the nineties and early two thousands,
• 4:32
  Speaker 3: that was great, and you use that for certain functions.
• 4:35
  Speaker 3: Going forward, they're going to look as personal compute as
• 4:38
  Speaker 3: the engine that now powers your household. Right, so your
• 4:41
  Speaker 3: agenic AI will be running from a central station that
• 4:45
  Speaker 3: is the TPU. Completely different look at how the revenue
• 4:50
  Speaker 3: is going to grow, but a definite one. Look into
• 4:54
  Speaker 3: the future of AI and how ARMS going to play
• 4:56
  Speaker 3: a role. So we were in this at two third
• 5:00
  Speaker 3: I mean, I've got it, and it actually fell down
• 5:02
  Speaker 3: the next day after earnings. We've been seeing the story build,
• 5:05
  Speaker 3: the CPU starts to build, the GPU story has already
• 5:09
  Speaker 3: been here, Arms at the centerpiece of it. So that's
• 5:12
  Speaker 3: why we added to portfolio. And it's been going absolutely insane.
• 5:15
  Speaker 3: How's it treating you, good, Shotty? Come on listen, you
• 5:22
  Speaker 3: got a right man? I know you on your.
• 5:27
  Speaker 5: Man's good.
• 5:29
  Speaker 4: Boy's that good?
• 5:33
  Speaker 3: Are we in the long term? Yes, so this this
• 5:37
  Speaker 3: would be a prime example. We go out far further
• 5:41
  Speaker 3: on a leap, right, So now we're out to I
• 5:44
  Speaker 3: believe June of seventeen, which gives us from a tax standpoint.
• 5:49
  Speaker 3: This is now long term capital games because we bought
• 5:51
  Speaker 3: it in May, so that gives us over a year
• 5:52
  Speaker 3: in the day. Now as we watch it grow, right,
• 5:56
  Speaker 3: people keep asking when do I stack? When do I stack? Well,
• 5:59
  Speaker 3: there's a couple of threats I'm looking at a pretty
• 6:01
  Speaker 3: good appreciation. So if we got into two thirty club,
• 6:06
  Speaker 3: has it passed three thirty, which would be one hundred dollars, Well,
• 6:08
  Speaker 3: it's done that and got there pretty fast. Doesn't get
• 6:11
  Speaker 3: to fourth, so let's watch where it moves over the
• 6:13
  Speaker 3: next couple of weeks.
• 6:13
  Speaker 4: We might be able to stack here.
• 6:15
  Speaker 3: But this is what I'm saying, Hey, number one, do
• 6:17
  Speaker 3: we have a long term do we have shares?
• 6:19
  Speaker 4: Number one?
• 6:19
  Speaker 3: Do we have a long term lead? Can we win
• 6:21
  Speaker 3: in between? And that's how That's how we're building this out.
• 6:24
  Speaker 3: So we go out further first and then we try
• 6:26
  Speaker 3: to figure out the rest after. How we're going to stat.
• 6:30
  Speaker 6: Really important the power of partnership. So those who know
• 6:34
  Speaker 6: Apple had an integral part in the formation of ARM early,
• 6:38
  Speaker 6: so look at them missing out.
• 6:39
  Speaker 2: Yes, but like you said, Microsoft partnering.
• 6:42
  Speaker 6: So when I'm beating up on Apple and I'm like, hey,
• 6:44
  Speaker 6: you missed out the company that is benefiting greatly from
• 6:47
  Speaker 6: this AI wave they helped invent and their Apple's not
• 6:51
  Speaker 6: benefiting from it. But Microsoft is, Nvidia is working together,
• 6:55
  Speaker 6: ARM is working together. My favorite metric though, is profit margin.
• 6:59
  Speaker 6: Even though some say that they disappointed, the profit margin
• 7:04
  Speaker 6: reportedly is as high as ninety seven percent. That's a
• 7:08
  Speaker 6: company long term you can't bet against. Like, to be honest,
• 7:12
  Speaker 6: fifty five to sixty is amazing. Ninety seven or ninety
• 7:16
  Speaker 6: two percent is absolutely blockbuster. Yeah, So I like it
• 7:22
  Speaker 6: long term, like its short term, and I love that
• 7:26
  Speaker 6: all the greatest companies on Earth are finding ways to
• 7:29
  Speaker 6: work together. And like you said, the personal computer is
• 7:33
  Speaker 6: transforming from just a personal computer to the start.
• 7:38
  Speaker 2: I think of an.
• 7:39
  Speaker 6: Agentic revolution on the consumer side, which gives in video
• 7:44
  Speaker 6: Microsoft arm AMD a technological mode that no one will
• 7:50
  Speaker 6: be able to break down for at least a tenure period.
• 7:52
  Speaker 3: So the one roadblock I know there was an article like,
• 7:55
  Speaker 3: here's the thing that can stop arm is photonics in
• 7:58
  Speaker 3: a sense that look on is what we're using now,
• 8:01
  Speaker 3: and obviously that's what they're using to create architecture. What
• 8:04
  Speaker 3: happens when to is not the thing anymore. And the
• 8:08
  Speaker 3: easy answer is that we're nowhere near there. That's like
• 8:11
  Speaker 3: five to eight years where it's fully photonics and that's
• 8:14
  Speaker 3: what everybody's using. And even when that does get here,
• 8:18
  Speaker 3: we've been waiting for that story. Right. That's why we
• 8:20
  Speaker 3: talk about the mentum. That's why we talk about Coherent,
• 8:22
  Speaker 3: That's why we talk about Fabrin. We already we know
• 8:25
  Speaker 3: that story's coming, so we're going to be invested in
• 8:27
  Speaker 3: that story right now. This story is going to be
• 8:29
  Speaker 3: here for a while in their prime position. Like you said,
• 8:32
  Speaker 3: the revenue is one thing, the royalty thing. I was
• 8:34
  Speaker 3: just like, all right, yeah, blown away. I haven't seen that,
• 8:38
  Speaker 3: and I love it. I think the other interesting part,
• 8:40
  Speaker 3: and you brought it up, is that imagine if in
• 8:44
  Speaker 3: video would have had Apple as a partner instead of Microsoft.
• 8:47
  Speaker 3: What what do you think the landscape would have looked
• 8:50
  Speaker 3: like if it looks Armed Apple and then Video and
• 8:53
  Speaker 3: this is the new compute.
• 8:55
  Speaker 6: And this is the difference and inflection point, and you imagine, well,
• 9:00
  Speaker 6: and yeah, no, go ahead, no, now, I'm gonna make
• 9:05
  Speaker 6: a point, but you I'll let you finish. But even
• 9:08
  Speaker 6: despite them having all of these misses, they hit an
• 9:13
  Speaker 6: all time high three fifteen, So I think Apple would
• 9:16
  Speaker 6: have probably been at five point fifty. But the ecosystem
• 9:20
  Speaker 6: is so powerful and profit margin is so strong, even
• 9:23
  Speaker 6: misstepping on Siri not making it a better version of
• 9:26
  Speaker 6: whatever agentic software you like, the partnership with Armed, the
• 9:31
  Speaker 6: missteps with the video, they still hit all time high.
• 9:36
  Speaker 4: Yeah.
• 9:37
  Speaker 1: Yeah, and so say explaining exactly what happened at in
• 9:42
  Speaker 1: video what he said?
• 9:44
  Speaker 4: What Jenson said?
• 9:45
  Speaker 1: No, No, when we went to in video, right, I
• 9:48
  Speaker 1: didn't want to say his name, shout to round Yeah
• 9:52
  Speaker 1: really quick before you go.
• 9:53
  Speaker 2: How much he emphasized it, That's what I was listening for.
• 9:57
  Speaker 4: Yeah, how weighted.
• 9:59
  Speaker 3: He We were in two different groups, right, and so
• 10:03
  Speaker 3: in between groups, I have conversations with him just to
• 10:06
  Speaker 3: pick his brain, try to again get validation on the
• 10:09
  Speaker 3: research that I'm looking at. So as he's asking questions,
• 10:12
  Speaker 3: the first thing he talks about is what GPU are
• 10:15
  Speaker 3: we using and who's manufacturer? And everybody got TSM. And
• 10:19
  Speaker 3: then when he talked about memory, everybody was on board. Right,
• 10:23
  Speaker 3: that story been pretty flushed out in a detailed mariner.
• 10:27
  Speaker 3: It was Micron that got it. And then when he
• 10:30
  Speaker 3: talked about the architecture, he said, oh, this is ARM.
• 10:34
  Speaker 3: If it's not in your portfolio, it needs to be yep, okay, right.
• 10:39
  Speaker 3: And so when somebody asked in terms of with all
• 10:42
  Speaker 3: the demand, can you guys keep up with the manufacturing,
• 10:46
  Speaker 3: when we said, well, that's why we have partners like
• 10:48
  Speaker 3: TSM and amcoor right because whatever they've partnered with them
• 10:53
  Speaker 3: to help offset some of this demand. And so it's
• 10:57
  Speaker 3: no coincidence that in the main clus the two companies
• 11:01
  Speaker 3: I'm talking about are a core. And on why I've
• 11:06
  Speaker 3: heard it, I've done the research. I just got validated again.
• 11:10
  Speaker 4: All right, let me share this.
• 11:11
  Speaker 1: But so to give full context here, we had a
• 11:15
  Speaker 1: deal for Black Friday, and part of the deal with
• 11:19
  Speaker 1: anybody that purchased a bundle, we took a group trip
• 11:23
  Speaker 1: to in Nvidia. Two two cohorts. We took fifty people
• 11:26
  Speaker 1: first time, fifty people the second time, and we took
• 11:29
  Speaker 1: them to Nvidia headquarters in Silicon Valley. They spent the
• 11:32
  Speaker 1: day at in Nvidia. They got paneled discussion from in
• 11:36
  Speaker 1: Nvidia's team. We took a tour, we got educated on
• 11:42
  Speaker 1: the GPUs and their technology, the whole, the whole nine yards.
• 11:47
  Speaker 1: So in the in the cohort group, one of the
• 11:53
  Speaker 1: key people at in video he said, long story show.
• 11:56
  Speaker 1: He said that if you don't have arm, you probably
• 11:58
  Speaker 1: should look at you know, get an arm in your
• 12:00
  Speaker 1: and he explained why. And now so I say, why
• 12:03
  Speaker 1: do I say that sometimes relationships, the relationship will take
• 12:11
  Speaker 1: you further than information or talent. You don't have to
• 12:16
  Speaker 1: be sometimes you could, you could, You could just be
• 12:19
  Speaker 1: at the right.
• 12:20
  Speaker 5: Place and be provided for me.
• 12:23
  Speaker 1: Has nothing to do with what school you went to there,
• 12:26
  Speaker 1: has nothing to do with how talented you are. It
• 12:29
  Speaker 1: has nothing to do with anything Cultivating relationships and making
• 12:34
  Speaker 1: sure you're around the places that you need to be.
• 12:39
  Speaker 1: And you listen, and then of course you act. You
• 12:41
  Speaker 1: take action off of listening because if you if you
• 12:45
  Speaker 1: gain the information and you don't do anything, it's just entertainment.
• 12:48
  Speaker 1: But if you actually do something with it, that's important.
• 12:51
  Speaker 1: So why do I say that again?
• 12:55
  Speaker 7: Relationship relationships, relationships, relationships, get in a right door, make
• 13:02
  Speaker 7: sure you're you stay close to people that know what
• 13:04
  Speaker 7: they're talking about.
• 13:06
  Speaker 1: Mm hm vitally important. You can watch a thousand you
• 13:09
  Speaker 1: can watch a thousand hours of YouTube, university, YEP relationships.
• 13:17
  Speaker 1: And if I can say this, no, I'll go after
• 13:24
  Speaker 1: when people are speaking same with no regrants. Listen to
• 13:28
  Speaker 1: the passion in which they speak. The thing that caught
• 13:33
  Speaker 1: my attention when he brought that up the time before,
• 13:36
  Speaker 1: he never emphatically said anything. Then when we finally see
• 13:40
  Speaker 1: him again the second time, almost with the same love
• 13:46
  Speaker 1: that he has for Nvidia.
• 13:48
  Speaker 2: It's like that this is and one.
• 13:50
  Speaker 6: Of the ones he spoke down the point I won't
• 13:52
  Speaker 6: speak on that, but the one he emphatically spoke on
• 13:55
  Speaker 6: was this one. You have to be mindful of when
• 13:59
  Speaker 6: people are inside of an ecosystem. Who knows how vitally
• 14:03
  Speaker 6: important something is to take hay to it and then
• 14:06
  Speaker 6: follow up and invest in it.
• 14:10
  Speaker 3: I was just going to add that it's important to
• 14:12
  Speaker 3: have the prior knowledge too, right, because one hundred people
• 14:17
  Speaker 3: went and maybe more people heard about how many people
• 14:21
  Speaker 3: were aware of what.
• 14:22
  Speaker 4: He was even saying to execute on it.
• 14:24
  Speaker 3: And so that's why it's important too to really like
• 14:28
  Speaker 3: understand the story. That's why I keep reiterating the worst
• 14:32
  Speaker 3: story because it's important understanding that story and when you
• 14:35
  Speaker 3: hear it, Okay, I got it. Now, how do we
• 14:38
  Speaker 3: know about arm Like you said, Apple, But if you
• 14:40
  Speaker 3: go back in the research of the video, they once
• 14:43
  Speaker 3: upon a time try to acquire the entire company.
• 14:46
  Speaker 4: Yes, I think it's like in twenty twenty two or
• 14:50
  Speaker 4: twenty twenty one they tried to. They actually had to.
• 14:54
  Speaker 3: I think the government had to step Actually he stepped
• 14:55
  Speaker 3: in and said, they locked it.
• 14:57
  Speaker 4: You cannot do this. You cannot do it.
• 14:59
  Speaker 3: You imagine they Actually we're able to acquire the entire company.
• 15:05
  Speaker 3: And so that's the first time I've become familiar with
• 15:07
  Speaker 3: the company. When I hear him say it, I'm like, oh, this,
• 15:09
  Speaker 3: we gotta go do the research. Figure out the research. Right,
• 15:13
  Speaker 3: But that validation was needed. Sometimes you're in the lab,
• 15:17
  Speaker 3: like he knows now, I text him like every morning now,
• 15:20
  Speaker 3: like six thirty when you're in the lab and it's
• 15:22
  Speaker 3: just you and you're trying to.
• 15:24
  Speaker 4: Figure out, Oh that I need something. What is it.
• 15:26
  Speaker 3: There's a piece of Oh there it is validated. Perfect,
• 15:29
  Speaker 3: let's go act on it. Having the knowledge, but acting
• 15:31
  Speaker 3: going in it is so important.
• 15:34
  Speaker 5: You can get you can get rich from relationships.
• 15:37
  Speaker 3: Yeah, big fact, shout everybody that keeps putting drum in
• 15:40
  Speaker 3: the chat.
• 15:40
  Speaker 4: Yes, yes, dram Yes there it is. We said it. Yes.
• 15:44
  Speaker 1: But the thing also is that the biggest hurdle from
• 15:48
  Speaker 1: getting rich from relationships is just not being an idiot either.
• 15:55
  Speaker 5: No, that's a big thing. That's a big thing.
• 15:58
  Speaker 4: Land.
• 15:59
  Speaker 6: It goes back to Ronald Wayne Apple. You miss step
• 16:02
  Speaker 6: and left the Holy Trinity for sure?
• 16:05
  Speaker 4: You did?
• 16:07
  Speaker 1: Yeah, for sure, for sure, because it's like everybody wanted
• 16:12
  Speaker 1: to be Pablo esketball, but Gustavo had cash. Like, you
• 16:18
  Speaker 1: don't always got to be the number one person. You
• 16:20
  Speaker 1: don't got to be the superstar, you don't always have
• 16:22
  Speaker 1: to be the most intelligent person in every single thing.
• 16:26
  Speaker 1: You don't always have to try to do things your
• 16:28
  Speaker 1: own way. Sometimes in life you can't get rich by accident.
• 16:34
  Speaker 1: But the hardest thing is to get out of your
• 16:35
  Speaker 1: own way. That's that sounds easy, but it's actually it's
• 16:40
  Speaker 1: actually extremely difficult for most For most people, Most people
• 16:45
  Speaker 1: are in their own way.
• 16:49
  Speaker 6: Any examples that come to mind, No, I mean you
• 16:54
  Speaker 6: see it having all the time.
• 16:55
  Speaker 5: You see it having choice, You see you see.
• 17:00
  Speaker 2: Okay, don't smoke at harvardn't look.
• 17:05
  Speaker 1: How many people how many sports players did you see
• 17:08
  Speaker 1: that was playing with a great player and left because
• 17:14
  Speaker 1: they thought.
• 17:16
  Speaker 5: It would have been you're just not going to leave.
• 17:20
  Speaker 5: It's not just Kyrie, but that's Jack's a legend.
• 17:27
  Speaker 1: He's actually the greatest of all time when it comes
• 17:29
  Speaker 1: to a center, and he made a mistake that was
• 17:33
  Speaker 1: that was proud and ego like, like there's no reason
• 17:35
  Speaker 1: why him and Kobe shouldn't have won six championships together.
• 17:39
  Speaker 1: It just it was a workable model. It was working,
• 17:43
  Speaker 1: it's working. Why do you want to break that up?
• 17:45
  Speaker 1: And then he gets one? But what would he have
• 17:48
  Speaker 1: done if he would have stayed with Kobe.
• 17:52
  Speaker 2: Shot?
• 17:54
  Speaker 3: I think that the Lakers situation, they actually traded him,
• 17:57
  Speaker 3: the Orlandos situation, he actually wanted to he signed.
• 18:01
  Speaker 5: They trade him because of them for the trade.
• 18:03
  Speaker 4: Yeah, they looking at it like we got to choose
• 18:05
  Speaker 4: between one of the news Kobe.
• 18:06
  Speaker 1: To rest rby. Kobe didn't want that to happen either.
• 18:10
  Speaker 1: Bottom line is this. Cultivating a relationship is just one
• 18:14
  Speaker 1: part of it. Maintaining a relationship is another part of it.
• 18:18
  Speaker 1: And the easiest way to maintain is just chill out.
• 18:21
  Speaker 1: Sometimes you could just get rich of you, Like I said,
• 18:22
  Speaker 1: you could just You don't got to be super lit.
• 18:25
  Speaker 1: You don't gotta be well known, you don't got to
• 18:27
  Speaker 1: be the voice, you don't gotta be the face of it. Yo,
• 18:30
  Speaker 1: there's countless people. And in videos another thing we went
• 18:32
  Speaker 1: to in video, we saw the co founder in video
• 18:34
  Speaker 1: that nobody knew you ever. Yeah, you have no clue
• 18:37
  Speaker 1: and he's a billionaire, is he does he have more
• 18:40
  Speaker 1: money than Jensen.
• 18:41
  Speaker 5: No, but he's up, yeah, super up.
• 18:45
  Speaker 6: And I'll say this, in order to get out of
• 18:49
  Speaker 6: your own way, you need to heal some of those
• 18:51
  Speaker 6: childhood traumas and wounds that you have from an abandonment
• 18:54
  Speaker 6: issue that you have from the parents. Because often I
• 18:57
  Speaker 6: see when people have constant tumulte, the rooting of it
• 19:00
  Speaker 6: is in that childhood. So you need to do some
• 19:03
  Speaker 6: of that shadow work in order to get to that
• 19:06
  Speaker 6: next level to be able to be peaceful enough. Also too,
• 19:08
  Speaker 6: if you need a big brother to be able to
• 19:10
  Speaker 6: guide you through how to make millions in the market,
• 19:13
  Speaker 6: go to Ian Investor. Come and join a real pandistas. Mike,
• 19:15
  Speaker 6: can you pull up this fidelity clip. I know some
• 19:18
  Speaker 6: of you be like yo, you talk about it as
• 19:20
  Speaker 6: a millionaires now, But the shadow work, shadow work, gotta
• 19:23
  Speaker 6: do it in just a couple of years, this person
• 19:27
  Speaker 6: is up three hundred thousand. Let me get some pandas
• 19:30
  Speaker 6: in chat and fire and Chat. Just because they did it,
• 19:33
  Speaker 6: it does not mean that you are guaranteed to do it.
• 19:35
  Speaker 6: But if you want to know where to get in,
• 19:37
  Speaker 6: where to get out, the best companies to invest in,
• 19:39
  Speaker 6: the one to stay away from all of my thoughts
• 19:42
  Speaker 6: on the market, how to get rich and my blueprint
• 19:44
  Speaker 6: for becoming free go to ian invest dot com. I
• 19:48
  Speaker 6: love you, but you've got to do that shadow work
• 19:51
  Speaker 6: and get out of your own way. Because if in
• 19:54
  Speaker 6: video like think of the companies that are not working
• 19:56
  Speaker 6: together the liabilities list for open Aie, even though there's
• 20:00
  Speaker 6: still gonna be a trillion dollar company, I can argue
• 20:02
  Speaker 6: if Sam doesn't get out of the way and doesn't
• 20:04
  Speaker 6: become chairman, he's going to fall to the wayside because
• 20:07
  Speaker 6: he's not even going to get the government contracts. That
• 20:09
  Speaker 6: anthropic that's going to have like look at this Dario
• 20:13
  Speaker 6: going to AI is going to destroy every job on
• 20:16
  Speaker 6: Earth and then go right to the government and say, hey,
• 20:19
  Speaker 6: but I have a solution for it, let me fix it,
• 20:21
  Speaker 6: and he gets the contract. A lot of building wealth
• 20:24
  Speaker 6: and perpetuity is having good relationships, like you said, and
• 20:28
  Speaker 6: having peace inside of those relationships. So we gotta do
• 20:31
  Speaker 6: that work before you can ascend to the highest level.
• 20:35
  Speaker 6: And Rashard, you guys were spoke at Harvard. The case
• 20:37
  Speaker 6: study method is very important to learning. So if there's
• 20:40
  Speaker 6: any case studies of misalignment and friendship that you want
• 20:43
  Speaker 6: to highlight tonight, Flora George my brother.
• 20:46
  Speaker 1: No, it happens all the time. Like I said, it's
• 20:49
  Speaker 1: a personal bow that everybody fights everybody. Everybody gotta My
• 20:53
  Speaker 1: new shit is shut up and get rich. Trademark that
• 20:57
  Speaker 1: got called amy because that's important. Sometimes people want to
• 21:03
  Speaker 1: prove that they have enough information, enough knowledge, enough wherever though,
• 21:09
  Speaker 1: was whatever, whatever, Like some of the some of the
• 21:11
  Speaker 1: most successful people in the world. The mantra is to
• 21:16
  Speaker 1: shut up and be rich. Just shut up like it
• 21:18
  Speaker 1: ain't young, Gotta prove it, like would you rather be
• 21:21
  Speaker 1: rich or would you rather be proven? A lot of
• 21:23
  Speaker 1: people would rather be proven. Unfortunately, take that mistake, bro,
• 21:29
  Speaker 1: give give the credit away. It don't even matter. Just
• 21:31
  Speaker 1: give me the money. What jay Z says, save all
• 21:34
  Speaker 1: the accolades. He said that in ninety eight. He said
• 21:39
  Speaker 1: that he gave you the blue Friend ninety eight, save
• 21:42
  Speaker 1: all the accolades just to do That's it. But I
• 21:45
  Speaker 1: do want to say this because I just found this out.
• 21:47
  Speaker 1: You know, if you have a bank account and it's
• 21:50
  Speaker 1: dormant for two years, it becomes deactivated and depending on
• 21:56
  Speaker 1: your state, but in New York State, after that, I
• 22:01
  Speaker 1: think it's like a period of like eighteen months, it
• 22:04
  Speaker 1: goes to the state.
• 22:06
  Speaker 5: Yeah, you knew that.
• 22:11
  Speaker 2: Everything.
• 22:12
  Speaker 5: But even if you're still alive, if you're still alive.
• 22:15
  Speaker 6: For sure, if you're not active in it, for sure. No,
• 22:19
  Speaker 6: no matter how no matter how much money, how much money,
• 22:23
  Speaker 6: m hm. So something's happened. It's happened to me today.
• 22:27
  Speaker 6: So I have a bank account. I have a few banks.
• 22:29
  Speaker 6: I have a lot of bank accounts.
• 22:30
  Speaker 1: So I have one bank account that I opened a
• 22:32
  Speaker 1: few years ago that I never used, but I needed
• 22:35
  Speaker 1: to use it today. So I was on the phone
• 22:38
  Speaker 1: and I was and I'm like, I'm looking at my
• 22:40
  Speaker 1: account and I don't see it. So I go into
• 22:42
  Speaker 1: Chase and I'm like, yo, I don't see my account.
• 22:45
  Speaker 1: What's going on. They're like, oh, you haven't used it
• 22:47
  Speaker 1: in two years, so it's deactivated.
• 22:50
  Speaker 5: I'm like, how you. I'm like, there's money inside of it.
• 22:52
  Speaker 1: They're like yeah. I'm like, but it's deactivated. I'm like,
• 22:56
  Speaker 1: how you just deactivated an account with money I'm living.
• 23:00
  Speaker 1: They're like, well, you haven't done anything with it. I mean,
• 23:03
  Speaker 1: I have money inside of it, what do you mean?
• 23:05
  Speaker 1: So then it like so then they was telling me like,
• 23:07
  Speaker 1: look good thing you came, because if it would have
• 23:10
  Speaker 1: went like another year, year and a half, two years,
• 23:13
  Speaker 1: then it would have went to the state. I'm like,
• 23:15
  Speaker 1: so my money would have just went to the state.
• 23:18
  Speaker 1: They're like yeah, and then you would have had to
• 23:20
  Speaker 1: try to fight the state to get it back.
• 23:22
  Speaker 6: So the unclean funds player, yep, I keep telling you,
• 23:27
  Speaker 6: as you have send up the ladder of wealth, they
• 23:30
  Speaker 6: got a thousand ways to take the money from you.
• 23:34
  Speaker 2: Gotta be careful, Gotta be careful, yep.
• 23:40
  Speaker 6: And you gotta be careful of this of the AI
• 23:44
  Speaker 6: and crypto trying to hack into accounts.
• 23:46
  Speaker 1: But then also you gotta be careful too, because it's
• 23:48
  Speaker 1: like me, I don't even I haven't even thought about
• 23:52
  Speaker 1: this account, but I remembered it because I don't do drugs,
• 23:56
  Speaker 1: so I have a great memory.
• 23:57
  Speaker 2: But what if I was where that comes from my mind?
• 24:04
  Speaker 4: So yeah, so.
• 24:07
  Speaker 5: That's it. I don't do drugs, so I have a
• 24:09
  Speaker 5: great memory.
• 24:10
  Speaker 1: But if let's say I did have a bad memory
• 24:12
  Speaker 1: or I was elder, right, I might have just forgot
• 24:15
  Speaker 1: about the account and then when I go to look
• 24:19
  Speaker 1: at my accounts, I don't see it.
• 24:21
  Speaker 5: That could happen. That could actually happen and then and
• 24:25
  Speaker 5: then what and then my money is just.
• 24:27
  Speaker 1: Going not because I gave it away because I forgot
• 24:30
  Speaker 1: that I had the account, because I'm thinking that I'm
• 24:32
  Speaker 1: looking and what I see is what is actually there.
• 24:35
  Speaker 1: I'm not looking to not see something and then think,
• 24:39
  Speaker 1: you know what happened to this account that I opened
• 24:41
  Speaker 1: up two years ago?
• 24:42
  Speaker 4: Mm hmm.
• 24:43
  Speaker 2: You got to deploy the capital. Even even in that,
• 24:46
  Speaker 2: they won't let.
• 24:47
  Speaker 6: You just have a Scrooge McDuck vault of you have
• 24:50
  Speaker 6: to deploy the capital be able to even keep it.
• 24:54
  Speaker 4: They're gonna put it somewhere for sure, the list.
• 25:00
  Speaker 2: Loop for sure.
• 25:02
  Speaker 6: Just do what every bank is doing, every uh municipal.
• 25:08
  Speaker 6: You have to have that money flowing. And also to
• 25:10
  Speaker 6: that's a great lesson that money is currency. It has
• 25:13
  Speaker 6: to constantly flow. It has to constantly flow somewhere.
• 25:18
  Speaker 2: So maybe that happy. I'm glad you're able to catch
• 25:20
  Speaker 2: it though.
• 25:22
  Speaker 5: Check on your grandparents' accounts for sure.
• 25:25
  Speaker 4: Mm hmm.
• 25:27
  Speaker 5: Yeah, that's another way. That's another way to get you.
• 25:30
  Speaker 3: Does it go to unclaim funds for the state, because
• 25:32
  Speaker 3: you know, you see those people they type in there
• 25:34
  Speaker 3: Social Security, then it's like, oh, you have unclaimed funds
• 25:37
  Speaker 3: that it probably goes on their base and security.
• 25:40
  Speaker 2: And allegedly, yeah, it just goes. Even on a transfer,
• 25:44
  Speaker 2: there's a.
• 25:47
  Speaker 6: Management fee allegedly that you won't get the full balance
• 25:51
  Speaker 6: back even after you claim it back.
• 25:54
  Speaker 5: But how you just deactivating accounts? That's crazy?
• 25:57
  Speaker 4: What did they reactivated? Yeah?
• 25:58
  Speaker 1: They reactivated because I was dead. But I mean they
• 26:01
  Speaker 1: was like on account the account is deactivated. Well I
• 26:04
  Speaker 1: never even knew you could. I didn't know you could
• 26:05
  Speaker 1: deactivate a bank account that has money inside of it,
• 26:10
  Speaker 1: Like the money is there, It's not like it was.
• 26:12
  Speaker 1: I could see if there was no money, then that
• 26:14
  Speaker 1: would make sense. There's money inside of the bank account.
• 26:17
  Speaker 1: Send me if you're going to deactivate it, send me
• 26:19
  Speaker 1: a check and say your bank been deactivated. Here's you know,
• 26:24
  Speaker 1: the money that's inside of your account. That would make sense. Also,
• 26:27
  Speaker 1: don't deactivate it and still keep the money.
• 26:30
  Speaker 2: This is the other play too. If you say something.
• 26:35
  Speaker 6: That is deemed not safe or terrooristic to a certain group,
• 26:40
  Speaker 6: they'll dbank you.
• 26:42
  Speaker 5: And keep that happened. That happened to a few and broke.
• 26:45
  Speaker 2: A few people.
• 26:46
  Speaker 6: That's why something But yo, won't you wake it up
• 26:48
  Speaker 6: on bro they'll close your account, keep the money, keep
• 26:53
  Speaker 6: the money in the brokerage. And now now you can't
• 26:55
  Speaker 6: even open up another account.
• 26:59
  Speaker 4: Yeah.
• 26:59
  Speaker 1: And to the question, though they did not that's another thing.
• 27:01
  Speaker 1: They didn't even give me a notice. They didn't give
• 27:03
  Speaker 1: me any information. I'm in the bank every day. I'm
• 27:05
  Speaker 1: in the bank all the time. I'm a private banker.
• 27:07
  Speaker 1: I actually have a personal person. I have a personal person.
• 27:11
  Speaker 1: I'm a private client. I'm a private client. They didn't
• 27:16
  Speaker 1: even tell me they see me every day. They see
• 27:19
  Speaker 1: me at least once a week. I'm in the bank
• 27:20
  Speaker 1: at least once a week.
• 27:21
  Speaker 4: The man said, I got a personal person. I do.
• 27:24
  Speaker 5: I have a person. They haven't even told me, like,
• 27:26
  Speaker 5: I'm in the bank once a week.
• 27:28
  Speaker 2: Sure. Yeah.
• 27:29
  Speaker 6: And also too, it's a great lesson into going back
• 27:33
  Speaker 6: to the conversation we had about Floyd and no power
• 27:37
  Speaker 6: of attorney. Make sure you're checking all the stuff with
• 27:40
  Speaker 6: your company, because people are finding ways to take companies.
• 27:43
  Speaker 2: From underneath people.
• 27:44
  Speaker 6: And then once you lose that in a business account,
• 27:51
  Speaker 6: you got to be able to stay on top of
• 27:52
  Speaker 6: your stuff. I'm glad youd, But but like you said,
• 27:54
  Speaker 6: the elder and that and the reverse mortgage, and the
• 27:57
  Speaker 6: power of attorney.
• 28:01
  Speaker 5: Tough, deep, deaf, d deft.
• 28:04
  Speaker 4: That's real.
• 28:06
  Speaker 5: It's crazy.