Latest / Earn Your Leisure / Investor Daily: Riding the Options Roller Coaster
Transcript
- 0:00Speaker 1: I wanted to continue to cover what's up my brother.
- 0:05Speaker 2: You and month for real show at this point.
- 0:10Speaker 3: Oh yeah, absolutely, man, listen, I am listen, y'all. Haven't
- 0:13Speaker 3: need to add a testimony or something.
- 0:16Speaker 4: Bro right now, First, Dave share something my brother So, Dave, So,
- 0:25Speaker 4: we had a conversation offline. But you know, I think
- 0:28Speaker 4: that what you said is vitally important because I'm pretty
- 0:33Speaker 4: sure it's a lot of people that kind of feel
- 0:35Speaker 4: the same way. So I'll give I'll give the audience
- 0:38Speaker 4: the background. They're not familiar Dave Shance. This was six
- 0:42Speaker 4: months ago, maybe January January and Dave Shant I walked
- 0:50Speaker 4: Dave Shance through his first option play.
- 0:52Speaker 1: He never made an option play before, right absolutely. I
- 0:56Speaker 1: was like, Yo, what typic like? You didn't know?
- 0:58Speaker 4: Like but long story short, he got into an AMD
- 1:01Speaker 4: call and the AMD call was a rollercoaster. It was up,
- 1:05Speaker 4: then it was down, then it was down more, then
- 1:07Speaker 4: it was down really bad. He stayed with it. He
- 1:11Speaker 4: called me a few times accent should he sell? He
- 1:14Speaker 4: was like, Yo, if you sell, let me know because
- 1:16Speaker 4: I'm in a call with him.
- 1:18Speaker 5: Can we add a piece of this story, dude, I'm
- 1:22Speaker 5: getting the call like, Yo, Bro, you shore about this.
- 1:26Speaker 2: I didn't pick up, bro, Like, like, Yo, what we're doing?
- 1:29Speaker 3: Bro?
- 1:30Speaker 2: Just trust me on this one. Just trust me.
- 1:32Speaker 1: So fast forward to now he's up three hundred How
- 1:34Speaker 1: much you up? Three hundred and what?
- 1:36Speaker 2: Well today? I'm down fifteen dollars percentage wise? How much
- 1:39Speaker 2: you up since you've been in I want all, I
- 1:43Speaker 2: asked him.
- 1:43Speaker 6: You got two plaques on the wall talking about I'm
- 1:45Speaker 6: down for fifty dollars.
- 1:46Speaker 3: Let me hate, but I'm up three hundred and seventy percent,
- 1:51Speaker 3: twenty two thousand dollars.
- 1:53Speaker 2: Things are happening right now. Giving a dollar, okay, just
- 1:58Speaker 2: say hello, thank you.
- 2:01Speaker 4: Queshana's a three hundred and thirty eight percent in less
- 2:05Speaker 4: than one year.
- 2:08Speaker 1: Okay.
- 2:08Speaker 4: But you had a vital you text me today and
- 2:12Speaker 4: you was concerned about AMD going into earnings.
- 2:15Speaker 1: So you said, should you sell?
- 2:17Speaker 4: So this is something that, like I said, a lot
- 2:19Speaker 4: of people knowing when to sell is something that a
- 2:23Speaker 4: lot of people have questions about making three hundred percent
- 2:28Speaker 4: and not wanting to lose money is a valid concern
- 2:32Speaker 4: for sure. So these are all things that I'm sure
- 2:36Speaker 4: a lot of people have the same questions about, right
- 2:40Speaker 4: and you. I just think it's dope because you're a
- 2:41Speaker 4: content creator and you're in the space and you're learning
- 2:44Speaker 4: in real time. So we're going to talk about our
- 2:48Speaker 4: advice to you. But what's your emotions right now? As
- 2:51Speaker 4: far as this option trade?
- 2:53Speaker 3: So far, I have earning this call past trauma. Bro,
- 2:57Speaker 3: I've experienced trauma in what.
- 3:01Speaker 2: Netflix?
- 3:02Speaker 6: Bro?
- 3:02Speaker 2: Netflix? Look you hear me. But that's how with your trauma,
- 3:07Speaker 2: let's fix your life.
- 3:09Speaker 6: And video earnings and Netflix earnings are different from a
- 3:14Speaker 6: m D, so I know that pain is still there.
- 3:17Speaker 6: But first and foremost, when you got into the option,
- 3:21Speaker 6: did you know what percentage game you wanted to get
- 3:23Speaker 6: before you acted it?
- 3:27Speaker 2: You asked me this in front of people? Here, these
- 3:30Speaker 2: are like be how to see his conversations? Bro, Welcome
- 3:35Speaker 2: to shot new segment trader there, No, I did not.
- 3:41Speaker 2: This is the trading hot seat might be a showy No,
- 3:50Speaker 2: I didn't know. I didn't.
- 3:51Speaker 4: Okay, Well, you know the earnings cooked a lot of people.
- 3:55Speaker 4: Meta notoriously. I mean they just dropped eighty dollar was
- 4:00Speaker 4: last week? Before that? Meta, they had the worst drop
- 4:04Speaker 4: in history a few years ago. A few years ago,
- 4:08Speaker 4: so that that earnings can definitely hurt, especially if it's options,
- 4:14Speaker 4: because whatever you feel in the stock, you want to
- 4:15Speaker 4: field three times more in options call. So okay, so
- 4:19Speaker 4: that's that's a valid concern that you have.
- 4:20Speaker 5: Quick question around the Netflix because did you boy call
- 4:25Speaker 5: leading into earnings or.
- 4:27Speaker 2: You've been in the call already.
- 4:28Speaker 3: No, I've been in it. I've been in it, and
- 4:30Speaker 3: then it was like a but then I was buying
- 4:36Speaker 3: down though, like when it drive come up. Yeah, I'm
- 4:40Speaker 3: still getting cooked right now.
- 4:42Speaker 2: But it's part do you believe in the company?
- 4:44Speaker 3: Yeah?
- 4:44Speaker 2: Absolutely?
- 4:46Speaker 1: Okay, okay, all right.
- 4:49Speaker 4: So so Dave Shams wants to know shit, he sell
- 4:51Speaker 4: a m D before earnings.
- 4:53Speaker 1: What's the unanimous decision?
- 4:55Speaker 2: Let me tell you what happened.
- 4:56Speaker 3: So I said it before the call, and then one
- 5:01Speaker 3: of y'all on the speakers like y'all to call the
- 5:04Speaker 3: next year. So he didn't give me financial advice, but
- 5:07Speaker 3: the way he said it was secure.
- 5:09Speaker 2: I said, Okay, I'm a chill, I'm gonna care.
- 5:11Speaker 6: For another year to work through whatever. Yeah, sip its
- 5:15Speaker 6: decline or upside that they have. And the thing that
- 5:18Speaker 6: we're trying to stress to you because you're starting off
- 5:21Speaker 6: when you're like, oh, tany you started off with a
- 5:23Speaker 6: home run, stay in for the long term because not
- 5:27Speaker 6: only will your confidence get built off of this win,
- 5:31Speaker 6: look how many people in your family lives. You'll be
- 5:33Speaker 6: able to guide and help through the same kind of situation.
- 5:36Speaker 6: So don't get out early. And I think it's a
- 5:39Speaker 6: mistake for any trader or any investor to only look
- 5:42Speaker 6: at the short side, because what if you miss out
- 5:43Speaker 6: on another one hundred and twenty percent to the upside?
- 5:47Speaker 3: I think here's my question too, Yeah, but so how
- 5:52Speaker 3: do you know? So the last time I was on market,
- 5:55Speaker 3: mondays like we had the testimonial joints shot up and
- 5:59Speaker 3: I don't have to contracts, and one of the advice
- 6:03Speaker 3: was like, yo, you could just sell one and then
- 6:05Speaker 3: keep the other. But if I'd have done that, I'd
- 6:07Speaker 3: have missed out on a whole bunch of money. So
- 6:09Speaker 3: how do I know, Like what's the top or do
- 6:11Speaker 3: I just ride it out period?
- 6:13Speaker 2: Or am I looking for something?
- 6:16Speaker 5: I think that's what the intern knowing where you're going
- 6:19Speaker 5: to exit the position before you enter it plays in right.
- 6:21Speaker 2: So I always say, like, I like to get one.
- 6:23Speaker 5: Hundred percent return if I'm investing, and so if I
- 6:27Speaker 5: bought ten contracts, or like you did, you bought two contracts.
- 6:30Speaker 5: If I get to one hundred percent, then my initial
- 6:32Speaker 5: investment comes out, so it gives it gives me the
- 6:35Speaker 5: capital to say, all right, if the one that I
- 6:38Speaker 5: still have remaining continues to grow, now I can re
- 6:41Speaker 5: enter perhaps a later position because I believe in the
- 6:45Speaker 5: company so much, and maybe get three contracts, right, because
- 6:48Speaker 5: it's going to be a little bit cheaper. So you
- 6:50Speaker 5: always got to have the position mapped out, which is
- 6:53Speaker 5: why I always said by time, right, So when you
- 6:56Speaker 5: bought that, and I think it's important, your story is important,
- 6:58Speaker 5: your testimony is important, because this wasn't a home run
- 7:01Speaker 5: at first, right, Like I think people need to realize that,
- 7:03Speaker 5: Like when when you bought the call, it actually pulled
- 7:06Speaker 5: back because DC happened at the end of January, right,
- 7:09Speaker 5: and then April seventh happened and we saw a pulled back,
- 7:12Speaker 5: but you didn't sell, right, you kept it. So it
- 7:14Speaker 5: actually was a negative contract that actually turned out to
- 7:17Speaker 5: be a three hundred percent which is why when we
- 7:19Speaker 5: started the show was like, well, what's your stop laws?
- 7:21Speaker 5: If they put a stop laws, he would have sold
- 7:24Speaker 5: all that and missed out.
- 7:25Speaker 2: On all the upside.
- 7:27Speaker 3: But also if like let's say, for instance, my target
- 7:31Speaker 3: was to be up two hundred percent, if I had
- 7:33Speaker 3: hit the two hundred percent and I'd have sold, I would.
- 7:37Speaker 1: You right now? Sure?
- 7:41Speaker 4: So the thing about is this you can never lose
- 7:43Speaker 4: by taking profit that and also chat gvts your mentor
- 7:47Speaker 4: so you should be having daily conversations with chat GBT
- 7:51Speaker 4: because it's not going to tell you exactly what's going
- 7:53Speaker 4: to happen, but it's going to give you a very
- 7:55Speaker 4: educated sentiment of everything that's happening in the world. And
- 7:59Speaker 4: the good thing with chat TBT is that after at
- 8:01Speaker 4: the end of it, because how I use chat GBT,
- 8:03Speaker 4: I asked you the question and it types it out,
- 8:06Speaker 4: but I'll hit the record because nine times out of
- 8:09Speaker 4: time I'm too busy to read a bunch.
- 8:12Speaker 1: Of different stuff. So it it voices it. It's like
- 8:16Speaker 1: a voice.
- 8:17Speaker 4: It'll say okay, and then they say, okay, now is
- 8:20Speaker 4: this is this sufficient?
- 8:21Speaker 2: On?
- 8:21Speaker 1: Do you want more?
- 8:22Speaker 4: So it'll tell you the the traps, the the.
- 8:28Speaker 1: Highlights, what to look forward to.
- 8:31Speaker 4: You know, are they still bullish on the situation as
- 8:34Speaker 4: far as the market sentiment, what are all of the
- 8:35Speaker 4: analysts saying and aggregate. What is what's fueling it? Is
- 8:39Speaker 4: the AI? Is the AI crave right? What's what could
- 8:42Speaker 4: be potentially harmful to it? What's the So do you
- 8:45Speaker 4: have a better instead of guessing right, instead of guessing
- 8:52Speaker 4: to say, is it gonna go up? Is not going
- 8:54Speaker 4: to go up? Who knows? You can have daily conversations,
- 8:58Speaker 4: so it's almost like you're getting so like a CEO
- 9:01Speaker 4: gets daily reports from his company because they don't know
- 9:05Speaker 4: exactly everything that's going on in the company. If the
- 9:07Speaker 4: company's so big, you can't know everything that's going on,
- 9:10Speaker 4: so the leadership has to report. It's like government leadership
- 9:13Speaker 4: has to report to the person to give them a briefing.
- 9:17Speaker 4: So you can structure AI to have briefings on a
- 9:20Speaker 4: daily basis on all your investments, so that way you
- 9:24Speaker 4: are at very least highly educated. You watch Mark on
- 9:28Speaker 4: Mondays and now you can say, Okay, I made three hundred,
- 9:34Speaker 4: I'm gonna take some off the table, I'm gonna let
- 9:37Speaker 4: some ride. I got another eighteen months. I'm pretty confident
- 9:43Speaker 4: that it's still gonna go up and might pull back
- 9:47Speaker 4: in the short term, but I have a high level
- 9:50Speaker 4: of confidence that over the next eighteen months, the stock
- 9:53Speaker 4: is going to be higher than it is right now today.
- 9:55Speaker 6: And in the spirit of investments, even though you didn't
- 9:58Speaker 6: ask Dave a good prompt act as a world class investor.
- 10:02Speaker 6: Based on our last five years data, what's the average
- 10:06Speaker 6: that AMD goes up over a three month or one
- 10:09Speaker 6: year period in this option, and it will start to
- 10:12Speaker 6: break down the options and how much they will go up.
- 10:15Speaker 6: To know if you are have some meat left on
- 10:17Speaker 6: a bone pulse or if there you should start to
- 10:19Speaker 6: take profit, you don't have to guess because it'll tell
- 10:22Speaker 6: you the exact calculation of how much each option future
- 10:27Speaker 6: asset classes went up and went down, so you can
- 10:30Speaker 6: know if you have three hundred percent of the averages
- 10:32Speaker 6: hypothetically three point fifteen, you know how much more room
- 10:35Speaker 6: you have to go if you want to maximize or
- 10:37Speaker 6: if you want to take the money off the table.
- 10:38Speaker 2: That's it.
- 10:40Speaker 5: You got a point. So tomorrow's earning. So you're talking
- 10:43Speaker 5: about earning's form of fear. But you got to look
- 10:46Speaker 5: at how the market has performed and how that sector
- 10:50Speaker 5: has performed. So we can look at Broadcom, and we
- 10:53Speaker 5: can look at micro we can look at all these
- 10:55Speaker 5: Semis and see how they performed, and then we can
- 10:58Speaker 5: ask ourselves what's the sentiment for the sector?
- 11:00Speaker 2: Right?
- 11:00Speaker 5: And then what still is the bullish sediment around AI?
- 11:04Speaker 5: Have data center expansions increased? Well, we just heard Amazon
- 11:09Speaker 5: saying they're about to go of one hundred and twenty billion, right.
- 11:12Speaker 5: We just heard Meta which pulled back because they said
- 11:16Speaker 5: our capax is going to increase in spending. And so
- 11:19Speaker 5: that AI story is still there, The data center story
- 11:21Speaker 5: is still there. And then you look at what's happened
- 11:23Speaker 5: in the quarter for AMD. Yeah, they've been on a
- 11:25Speaker 5: nice run. Do they have any catalyst events inside the quarter?
- 11:29Speaker 2: Well?
- 11:29Speaker 5: Yeah, they announced that they're partnering with this company called
- 11:32Speaker 5: open ai, who actually owns chat.
- 11:34Speaker 2: Gbt right, and so now they have a ten percent stake.
- 11:37Speaker 5: So it's more advantageous for open ai to perform, and
- 11:41Speaker 5: we're seeing it. They're about to hit a billion monthly
- 11:44Speaker 5: monthly users having a ten percent stak. Well, where they
- 11:47Speaker 5: going to get that compute from? Yes, it's going to
- 11:48Speaker 5: be from nvideo, but it makes even more sense to
- 11:51Speaker 5: have something that's going to cost less which they can
- 11:54Speaker 5: have in house, right, which is AMD. And in addition,
- 11:57Speaker 5: they have new products. Right, So we've been talking about
- 11:59Speaker 5: this on Market Monday for a while, but the M
- 12:00Speaker 5: one three fifty is about to start getting into that
- 12:03Speaker 5: cycle of revenue.
- 12:04Speaker 2: Christ that's that GPU that is the next tier.
- 12:08Speaker 5: Right, So when we talk about video and we're talking
- 12:10Speaker 5: about obviously Hopper, but now Blackwell and Barkwell Alter. In
- 12:14Speaker 5: a few months, AMD is now putting that second tier
- 12:18Speaker 5: GPU in market, and the people who can't afford at
- 12:21Speaker 5: this level will be able to get at this level.
- 12:24Speaker 5: So you take all that into account. You see that
- 12:25Speaker 5: the moves that they're making. You see that at least
- 12:27Speaker 5: of Sue is becoming more visible. You see the partnership
- 12:30Speaker 5: she's having. It feels like there's a bullish case. So
- 12:34Speaker 5: we'll see.
- 12:35Speaker 2: I like it.
- 12:35Speaker 5: But the reason why I like to say by time
- 12:37Speaker 5: is because you buy in those catalyus events. So when
- 12:41Speaker 5: you did it in January, I'm already calculating if I
- 12:43Speaker 5: do something else to June next year, that's at least
- 12:46Speaker 5: four to five earnings reports.
- 12:48Speaker 2: It gives yourself time, got it, right, That's at least
- 12:51Speaker 2: four to five of them that we're going to calculate.
- 12:52Speaker 5: Inside there, there's gonna be innovation inside there, there's gonna
- 12:56Speaker 5: be partnerships announced inside there, there's gonna be volatility that's
- 12:59Speaker 5: going to be pricing side there, and so we're using
- 13:01Speaker 5: all that to our advantage when we make that call.
- 13:04Speaker 5: When it goes out over a year plus the taxing centives. Right,
- 13:06Speaker 5: if you would have bought a January contract, there's going
- 13:09Speaker 5: to be some short term capital gains, whereas now when
- 13:10Speaker 5: you're in June is long term capital gains. Because the
- 13:13Speaker 5: great thing is like, yeah, you've made this money, right
- 13:16Speaker 5: that three hundred or four hundred percent potentially by tomorrow.
- 13:20Speaker 5: But if you got to pay capital gains tax on that,
- 13:23Speaker 5: then you got to make sure that when you get
- 13:24Speaker 5: those games that are realized, that you have the money
- 13:27Speaker 5: to pay those taxes as well, which is a lot
- 13:29Speaker 5: of people have to remember.
- 13:30Speaker 2: Inside of an investment, I realized that I need to ask.
- 13:35Speaker 3: A really immature question of like what should I do
- 13:38Speaker 3: versus finding out what's happening, and even ask you all
- 13:43Speaker 3: the questions, cause I know people come up to you, yo,
- 13:45Speaker 3: should I buy this? Or I think the next conversation
- 13:47Speaker 3: that I have with you all will be backed by
- 13:50Speaker 3: some reasoning of what I'm doing saying Okay, I.
- 13:53Speaker 2: See this, I see this, I see this.
- 13:56Speaker 3: What do you make of that in terms of my
- 13:58Speaker 3: question asking, because then I'll get a better answer versus, Yo,
- 14:02Speaker 3: what do you think I should do?
- 14:03Speaker 2: So, but it's still still a great question.
- 14:06Speaker 1: You have to be educated to ask the question. Yeah.
- 14:09Speaker 1: I like this segment with you, Dave.
- 14:10Speaker 4: Yeah, we should have you back as a regular at
- 14:12Speaker 4: least once a month because now people can actually see
- 14:15Speaker 4: your trading journey in real time and go through all
- 14:18Speaker 4: of the aspects as far as the emotionals and ups
- 14:20Speaker 4: and downs. But before you leave, my last thing is
- 14:22Speaker 4: the bigcoin situation. Remember we was on stage and you
- 14:26Speaker 4: asked Ian about bitcoin and I think it was like,
- 14:30Speaker 4: I don't know where it was at eighty seventy around
- 14:32Speaker 4: that rage, and he was like, now it's a good
- 14:35Speaker 4: time to buy it. And then you was like, well
- 14:36Speaker 4: how do you know, Like how are you sure?
- 14:39Speaker 1: Da da da?
- 14:40Speaker 4: So bitcoin now, like I said, run around one hundred
- 14:43Speaker 4: and ten thousand dollars. So from that from that standpoint,
- 14:47Speaker 4: in less than a year, bitcoin is up forty thousand dollars.
- 14:51Speaker 1: So did you buy it?
- 14:54Speaker 5: Buy it?
- 14:55Speaker 2: Bro? Like, leave me alone. No, I'm listen to your boy.
- 14:58Speaker 6: I know, man, I know, I have faith, You'll have
- 15:04Speaker 6: faith in me.
- 15:04Speaker 2: It will never happen again. Thank you. I bought a
- 15:08Speaker 2: bitcoin at that time. Yeah, that was a hell of
- 15:12Speaker 2: a time. That was a layuprime. But it's okay.
- 15:14Speaker 5: I just I just showed Shoty your text I got
- 15:17Speaker 5: from a dude in my neighborhood and it says today,
- 15:21Speaker 5: I'm the Dave Shance. In my line it says or
- 15:26Speaker 5: whatever the dude's name is. I said, laugh out Dave Shance.
- 15:29Speaker 5: He's like, yo, yeah, I'm gonna beat him.
- 15:31Speaker 2: So people are.
- 15:31Speaker 5: Hearing your story on Market Mondays every week and they're like,
- 15:34Speaker 5: that's gonna be me.
- 15:35Speaker 3: I like this, yeah, this is yo. That that chat man,
- 15:38Speaker 3: I hope they was listening to that chat. GPT, like
- 15:41Speaker 3: just finding out what's going the wealth of the world is.
- 15:45Speaker 6: Also what's going on in the world. Biggest piece of advice,
- 15:49Speaker 6: Your targets for your exit have to remain the same. Yeah,
- 15:53Speaker 6: So regardless what happens with Trump or whoever wins next
- 15:57Speaker 6: to Peter Teel Picks, my targets and futures remain the
- 16:01Speaker 6: same year round.
- 16:03Speaker 2: It takes a lot of the frustration.
- 16:04Speaker 6: That's why I kept saying, Listen, if you take profit,
- 16:08Speaker 6: you don't lose that way. So if your first target
- 16:10Speaker 6: is one hundred percent and your second is four hundred,
- 16:13Speaker 6: it doesn't matter who's in office.
- 16:14Speaker 2: Those should always be your targets. Let me ask this though.
- 16:17Speaker 3: Let's say, for instance, you hit your target, but you
- 16:20Speaker 3: see something that gives you confidence to stay in. Are
- 16:23Speaker 3: you in a disciplined space where it's like, yo, I'm
- 16:25Speaker 3: going to take it and then maybe go back in,
- 16:27Speaker 3: or based on what's happening, do you let it ride?
- 16:31Speaker 2: You should follow your planning and start the size up. Yeah.
- 16:34Speaker 2: If I this is great, because we talked about this
- 16:37Speaker 2: last week as well.
- 16:38Speaker 5: If I've hit my target and I've taken out my
- 16:40Speaker 5: initial investment and it's a strong company, like I literally
- 16:42Speaker 5: have done this probably five or six times, I like
- 16:45Speaker 5: to call it, I start stacking my calls, right so,
- 16:48Speaker 5: like I've done it with in video, and I shout
- 16:49Speaker 5: to everybody that gave me the congratulations. I've stacked in
- 16:53Speaker 5: video calls from twenty dollars, which obviously stop split take
- 16:58Speaker 5: into account forty five dollars to eighty dollars to one hundred.
- 17:04Speaker 5: I have probably eight calls on the video, and as
- 17:06Speaker 5: I see that price and the announcements and the Callus
- 17:09Speaker 5: events and the innovation that they announced, I keep stacking.
- 17:12Speaker 5: I've done it with Micron, I've done it with Broadcom, right,
- 17:15Speaker 5: I've done it with Silestica. If I believe in the
- 17:17Speaker 5: company and the fundamentals of it and the technicals are
- 17:19Speaker 5: showing me that this is something that's going to continue,
- 17:22Speaker 5: I do it right. So like I always invest the money,
- 17:25Speaker 5: Like I said, I don't treat it like a checking
- 17:27Speaker 5: account where it's like, yeah, we made twenty thousand, we
- 17:29Speaker 5: made thirty thousand.
- 17:30Speaker 2: You know, I'm looking at like, okayty more.
- 17:33Speaker 5: Can I go back into this position and grab some
- 17:35Speaker 5: more contracts so we can let this run?
- 17:37Speaker 2: Can we do one hundred percent again?
- 17:39Speaker 6: Then you can talk real crazy on them hot seats?
- 17:42Speaker 6: What made you put this dumb ass business?
- 17:44Speaker 3: You can't your beard off?
- 17:49Speaker 2: How are you a barber man?
- 17:55Speaker 5: How many companies are in the portfolio in terms of
- 17:58Speaker 5: your your options like portfolio?
- 18:01Speaker 2: How many companies in there? I have one? I got
- 18:05Speaker 2: I'll just tell you I got a m D. Y'all
- 18:08Speaker 2: have Netflix. Don't be mad at that. M U is
- 18:14Speaker 2: going crazy, see you don't you know micron five times?
- 18:18Speaker 2: That's that's Micron m U.
- 18:20Speaker 1: S Yeah, ridiculous, I don't think so.
- 18:23Speaker 2: Who can you get that one? Huh?
- 18:27Speaker 1: So you got m U, you got you got Netflix.
- 18:31Speaker 4: I got Meta that that was recent.
- 18:35Speaker 2: Yeah, I got a S m L. I just got
- 18:37Speaker 2: sm ALL today.
- 18:38Speaker 1: Today, today, today.
- 18:40Speaker 2: So you got four?
- 18:41Speaker 6: Yeah right, five, stay right there, just.
- 18:49Speaker 2: Four as a sweet spot.
- 18:51Speaker 1: Shi, my brother man, thank you for joining us.