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Can Apple Regain Its Throne? The Battle of Trillion-Dollar Tech Giants · Earn Your Leisure

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• 1:51
  Speaker 3: Is there any company that could overtake Apple in third place? O?
• 1:55
  Speaker 3: Will Apple take back the number one spot a few years?
• 2:03
  Speaker 1: Game? Stop? What's another me?
• 2:08
  Speaker 4: Quoting Joe like uh Nicola, I mean.
• 2:16
  Speaker 1: It depends on what timeframe we're talking.
• 2:17
  Speaker 4: If we're talking if Apple does not invest into AI
• 2:21
  Speaker 4: or has a significant partnership in four or five years,
• 2:27
  Speaker 4: it's a great question. Shit, I can see a glimber
• 2:31
  Speaker 4: like so Saudi Aramicco taking it, but I think someone
• 2:34
  Speaker 4: in the AI space could definitely take it, and an
• 2:38
  Speaker 4: imperfect world if they don't make an investment. By twenty thirty,
• 2:42
  Speaker 4: I think Apple will be fifth in terms of market cap.
• 2:45
  Speaker 4: That's why I keep beating this drum about them needing
• 2:47
  Speaker 4: to make a course correction. But where's Meta.
• 2:52
  Speaker 1: On the list?
• 2:53
  Speaker 5: Meta is number sitting, Meta's number six.
• 2:57
  Speaker 3: And the people we're talking about market caps for the
• 2:58
  Speaker 3: market cap yep, total market aps. So right now you
• 3:01
  Speaker 3: want to the top five market.
• 3:03
  Speaker 5: So top five ten, Yeah, let's do ten.
• 3:06
  Speaker 2: So at ten we got Berkshire Hathaway at a little
• 3:09
  Speaker 2: over one trillion. Taiwan Semi is nine, broad Comments eight,
• 3:14
  Speaker 2: sauya A, Ramico is seven, Meta is six, Google is five,
• 3:18
  Speaker 2: Amazon is four, Apple is three, Microsoft is two, and
• 3:21
  Speaker 2: Nvidio is one.
• 3:23
  Speaker 1: Oh. If Apple don't get this together, Google can take that.
• 3:27
  Speaker 2: I think number four is I mean, it's the obvious, right,
• 3:31
  Speaker 2: Amazon is trailing it.
• 3:34
  Speaker 1: We know what the concerns me.
• 3:35
  Speaker 4: There's profit margins, so how much they can reinvest in
• 3:38
  Speaker 4: they in practice the space. That's the only part I'm
• 3:41
  Speaker 4: concerned about. Google's done a great job of well serge
• 3:46
  Speaker 4: also being at HELM and being in the office, So.
• 3:54
  Speaker 2: Like profit margin and I'm glad you said that, because
• 3:56
  Speaker 2: how does profit margint change over the next two to
• 3:58
  Speaker 2: three years when things become all to meate it. For
• 4:01
  Speaker 2: a company that pretty much is making things automated already,
• 4:04
  Speaker 2: if they increased automation, what does that do for profit margin?
• 4:09
  Speaker 4: That's true, but I think they have hard fixed cost
• 4:15
  Speaker 4: that may be hard to be restructured. I'm not saying
• 4:17
  Speaker 4: that it's impossible, but for a company like Google that
• 4:20
  Speaker 4: has more like, I think it's easier to engineer the
• 4:23
  Speaker 4: profitability a lot faster than Amazon. Amazon is the turtle
• 4:28
  Speaker 4: in the race that could win for sure, But in
• 4:31
  Speaker 4: the short term, if Apple does not significantly invest in,
• 4:34
  Speaker 4: Google continues to do so, Like I pay for that
• 4:36
  Speaker 4: suite just to test it. The sweet is amazing, and
• 4:41
  Speaker 4: you know how I felt about Google. And then you know,
• 4:44
  Speaker 4: they sent you to call and I got a couple
• 4:45
  Speaker 4: of texts and they're like, try the sweet out phenomenal.
• 4:49
  Speaker 1: Theyo is better than anything. And I know everybody that
• 4:53
  Speaker 1: watched the show, Hut Apple, Yeah it is.
• 4:56
  Speaker 5: You're not lying.
• 4:56
  Speaker 1: It is the sweetest phenomenal.
• 4:58
  Speaker 4: So I can see now if they course correct in
• 5:02
  Speaker 4: a year or two and have a partnership with Perplexity
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  Speaker 4: or a major AI infrastructure company that they will.
• 5:10
  Speaker 1: Keep that spot or remain higher.
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  Speaker 4: But if they don't, I can see them going to
• 5:13
  Speaker 4: fifth and Google taking that spot.
• 5:20
  Speaker 1: Matters on a tear.
• 5:21
  Speaker 4: And the thing I can say about Zuckerberg, you can
• 5:23
  Speaker 4: say that he may copy or he may lag, but
• 5:26
  Speaker 4: he doesn't lag for long.
• 5:27
  Speaker 1: And he's putting capital.
• 5:29
  Speaker 4: Behind the AI investment to get them from open ai
• 5:32
  Speaker 4: to Meta. You have Apple sitting on enough money to
• 5:35
  Speaker 4: buy Siria cash free and clear, and you won't buy
• 5:38
  Speaker 4: an AI company. Why And for everyone who may say this,
• 5:44
  Speaker 4: stop saying that. I'm talking to people that work in HQ.
• 5:47
  Speaker 4: They have the same It's the leadership thing. It's not
• 5:50
  Speaker 4: that there's not talented people at Apple. It's not that
• 5:53
  Speaker 4: there's not talented product creators and product managers.
• 5:56
  Speaker 1: Is leadership is afraid of what to do.
• 6:00
  Speaker 4: And it's a great lesson of you can't miss time
• 6:04
  Speaker 4: when to invest in the next thing.
• 6:07
  Speaker 1: Can't do it.
• 6:08
  Speaker 4: Every year invest fast gets better in terms of production,
• 6:11
  Speaker 4: sound quality. I'm here, y'all said, I'm still AI gradings, artlings,
• 6:16
  Speaker 4: all that cool. You have to invest into the project
• 6:20
  Speaker 4: to make it better. And I hate it saying it,
• 6:23
  Speaker 4: but Apple still has the worst AI product in cerrie,
• 6:30
  Speaker 4: I can't even when I do market research, I have
• 6:33
  Speaker 4: to exit out of ceiri to go to chat GPT
• 6:36
  Speaker 4: if I'm going to use voice mode to get an
• 6:38
  Speaker 4: actual recantation of what's happening in the market. But you
• 6:43
  Speaker 4: have enough money to buy a country continent. It's misplaced
• 6:49
  Speaker 4: capital management at best, So.
• 6:54
  Speaker 2: So you got to maybe potentially be falling to five
• 6:57
  Speaker 2: worst case scenario. Worst case. They're sitting right the three trillion.
• 7:00
  Speaker 2: We got three companies at three trillion.
• 7:03
  Speaker 1: It's amazing.
• 7:04
  Speaker 2: That is pretty amazing, and in videos is not far
• 7:08
  Speaker 2: from four.
• 7:09
  Speaker 1: Do you think Apple couldn't have invested in core.
• 7:11
  Speaker 2: Weave, Yes, but what would be the productor or a
• 7:17
  Speaker 2: blockchain wallet?
• 7:18
  Speaker 1: They could have just integrated something in the Apple wallet
• 7:20
  Speaker 1: just for show.
• 7:24
  Speaker 5: Yeah, I mean they said, we gotta watch, we gotta
• 7:27
  Speaker 5: watch this.
• 7:28
  Speaker 2: The corew situation is interesting because even like Sam, we
• 7:32
  Speaker 2: don't have open ai and obviously and they said if
• 7:35
  Speaker 2: they IPO, that could change things, and I think we
• 7:37
  Speaker 2: all agree with that. But even him now, you know,
• 7:40
  Speaker 2: recently he's talking about he's looking to go away from
• 7:42
  Speaker 2: in Video's GPUs.
• 7:44
  Speaker 4: Smart money, same as Apple went away from Intel. Yeah, yeah,
• 7:49
  Speaker 4: same place. But I think the greatest business lesson in
• 7:51
  Speaker 4: this as you can. We can talk about it on
• 7:53
  Speaker 4: Blackout as well, but you can either focus on beating
• 7:56
  Speaker 4: your competition or doing what it's best for your customer.
• 8:00
  Speaker 4: Amazon traditionally has focused on what is best for the
• 8:04
  Speaker 4: customers that are in the Amazon ecosystem, even if that
• 8:07
  Speaker 4: means they are running negative in terms of profitability for
• 8:10
  Speaker 4: ten to twenty years. To give you quicker delivery, and
• 8:13
  Speaker 4: then the customers will love you so much they'll scale
• 8:16
  Speaker 4: the business through.
• 8:18
  Speaker 1: The amplification of their happiness.
• 8:20
  Speaker 5: But the core, I mean at the core.
• 8:22
  Speaker 2: Yes, we know the e commerce business, but the money
• 8:25
  Speaker 2: maker is the cloud service.
• 8:26
  Speaker 5: Right.
• 8:27
  Speaker 2: AWS is a large generator. As you get more AI,
• 8:30
  Speaker 2: you're going to need more cloud.
• 8:32
  Speaker 4: Absolutely a well timed, great investment into the future.
• 8:38
  Speaker 5: Right That's why I said, yeah, I agree with you.
• 8:40
  Speaker 2: Like their CAPEC spend is always pretty high, which obviously
• 8:42
  Speaker 2: brings down to profit margins. But at a certain point
• 8:45
  Speaker 2: they're going to start seeking the benefits of all absolutely investment,
• 8:48
  Speaker 2: you know what I mean.
• 8:49
  Speaker 4: And I think we're getting to that point. We're getting
• 8:53
  Speaker 4: to that point for everyone who asks what would make
• 8:55
  Speaker 4: me change my stance on Apple. I still believe in
• 8:57
  Speaker 4: it as a company to invest in. It is still there,
• 9:00
  Speaker 4: holding into two index. What I would love to see
• 9:02
  Speaker 4: is an investment to AI and an investment into blockchain
• 9:05
  Speaker 4: and or crypto, and then and an investment into quantum computing.
• 9:09
  Speaker 4: That would be an investment into the future. Not glass
• 9:12
  Speaker 4: lens bullshit for it. And once again you having that
• 9:18
  Speaker 4: kerfuffle with Zuckerberg and elon this y'all will fight, y'all
• 9:22
  Speaker 4: having MATA has you be on the glasses with the
• 9:25
  Speaker 4: Oakley partnership and the one that's coming that I can
• 9:27
  Speaker 4: talk about. Wiping down the Google goggles please, and then
• 9:32
  Speaker 4: you scrap the ev car.
• 9:35
  Speaker 1: Once again. You can only reshout when you create? Do
• 9:38
  Speaker 1: you create for.
• 9:39
  Speaker 4: The benefit of your audience? You're thinking about somebody with
• 9:41
  Speaker 4: a thousand followers, they don't like you. I think it matters.
• 9:46
  Speaker 4: What's your source of creation? Is it out of love
• 9:48
  Speaker 4: or out of trying to destroy someone else? But what
• 9:55
  Speaker 4: do I know it? See you tourist, I love y'all.
• 10:00
  Speaker 4: Just just some guys on YouTube.
• 10:04
  Speaker 3: Okay, hit the like button, yes and share and do
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  Speaker 3: into cold block at checkout, first come first stir Okay,
• 10:43
  Speaker 3: So we have a question from audience participation. They said,
• 10:54
  Speaker 3: what do you do? What do you use to differentiate
• 10:59
  Speaker 3: the difference between a dead chart versus an amazing opportunity.
• 11:05
  Speaker 3: I wish I was scooping up Robin Hood during that base.
• 11:10
  Speaker 3: I won't miss it next beer Market.
• 11:13
  Speaker 4: It's a great question. I think the difference between the
• 11:18
  Speaker 4: it's not so much as the chart is dead. It's
• 11:21
  Speaker 4: if the company is dead or not. So if you
• 11:23
  Speaker 4: take a company like Zoom, whom I love to use
• 11:28
  Speaker 4: the product, but it's not a great investment.
• 11:30
  Speaker 1: Or Zillo, if you compare that with robin Hood, which.
• 11:39
  Speaker 4: Robin Hood I think was attacked because it decentralized investment
• 11:43
  Speaker 4: opportunity into the market, and from the beginning they had
• 11:47
  Speaker 4: a great fan base, great business, great CEO. Not just
• 11:50
  Speaker 4: saying that because he's a friend of the show, but
• 11:54
  Speaker 4: I think they had a great business and over time.
• 11:57
  Speaker 1: It will only be so long.
• 11:59
  Speaker 4: That you can hold with a great executive and a
• 12:01
  Speaker 4: great company down. If you compare that with a Hurts,
• 12:05
  Speaker 4: the profit margin is terrible. Executive management is not that great.
• 12:08
  Speaker 4: They don't really have a lead, they don't have a
• 12:10
  Speaker 4: product that people love, and there's no opportunity for gross
• 12:13
  Speaker 4: margin or profit margin increases there. I think the difference
• 12:17
  Speaker 4: is just knowing a great company from a bad one.
• 12:20
  Speaker 4: My rule of thumb has always been, if you have
• 12:23
  Speaker 4: to ask is a company good? It's not greatness. You
• 12:27
  Speaker 4: can't avoid so. But when there are opportunities when a
• 12:32
  Speaker 4: company is flat, like how robin Hood was at the
• 12:35
  Speaker 4: eleven to fifteen dollars range, I've said it before, you
• 12:39
  Speaker 4: want to stack as many shares as you can before
• 12:42
  Speaker 4: they take off, saying with Nvidia, saying with AMD, we
• 12:46
  Speaker 4: can go to Tesla before Kathy Wood made her proclamation
• 12:49
  Speaker 4: on CNBC and they laughter off stage, and then Tesla's
• 12:53
  Speaker 4: took off to the upside. If you believe in a
• 12:55
  Speaker 4: great company, you should throw as many shares as you
• 12:58
  Speaker 4: can into it. And I've always said you want to
• 13:00
  Speaker 4: be in a position minimum to get to one thousand
• 13:03
  Speaker 4: ships and then ultimately ten thousand, because at that number
• 13:06
  Speaker 4: you can write your own ticket for life for how
• 13:10
  Speaker 4: much money you're able to produce out of the market.
• 13:12
  Speaker 4: So don't look at it so much of a dead chart,
• 13:15
  Speaker 4: but as the company.
• 13:16
  Speaker 1: Dead or not.
• 13:18
  Speaker 2: Yeah, yeah, I mean from a technical standpoint, I would
• 13:22
  Speaker 2: be looking at the value, right, If you want to
• 13:25
  Speaker 2: see where a company's moving or how many people are
• 13:28
  Speaker 2: interested in the company, look at the value on How
• 13:30
  Speaker 2: I was training on a daily basis, I was trading
• 13:32
  Speaker 2: on a weekly basis. How I was training on a
• 13:34
  Speaker 2: monthly basis, I would look at the trends of the can.
• 13:37
  Speaker 2: Like if you use candlesticks, look at the trends and
• 13:39
  Speaker 2: where they're going. You can see momentum, right. I think
• 13:42
  Speaker 2: that's one thing that people can see, like when they
• 13:44
  Speaker 2: just use a singular line. Yeah, it looks pretty preschool.
• 13:47
  Speaker 2: But if you just put candles on, you start seeing momentum.
• 13:50
  Speaker 2: You see green, you see red. You look at which
• 13:52
  Speaker 2: way that the momentum is going.
• 13:53
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