Latest / Earn Your Leisure / What's Next for Microsoft and Apple Stocks?
Transcript
- 0:00Speaker 1: An illegal alien from Guatemala charged with raping a child
- 0:03Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
- 0:07Speaker 1: accused of murdering a Texas man of Venezuelan charged with
- 0:11Speaker 1: filming and selling child pornography in Michigan. These are just
- 0:15Speaker 1: some of the heinous migrant criminals caught because of President
- 0:19Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
- 0:23Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
- 0:28Speaker 1: crossings are at the lowest levels ever recorded, and over
- 0:31Speaker 1: one hundred thousand illegal aliens have been arrested. If you
- 0:35Speaker 1: are here illegally, your next you will be fined nearly
- 0:39Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
- 0:43Speaker 1: never return. But if you register using our CBP home
- 0:46Speaker 1: app and leave now, you could be allowed to return legally.
- 0:50Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
- 0:55Speaker 1: border and families will be protected.
- 0:57Speaker 2: Sponsored by the United States Department of Homeland Security.
- 1:00Speaker 3: This jet GBT situation, well, how will it affect Microsoft
- 1:04Speaker 3: and Apple stock? Specifically being at at Microsoft is the
- 1:11Speaker 3: thirty dollars month subscription and Apple is announcing they you
- 1:17Speaker 3: know they're coming out with their own So how will
- 1:20Speaker 3: it impact their stock.
- 1:23Speaker 4: To the moon even if they only get four million people,
- 1:26Speaker 4: which they'll probably get more than's a one hundred and
- 1:29Speaker 4: twenty million per month, not factoring in turn, Microsoft and
- 1:35Speaker 4: Apple are just finding more ways to be more dominant,
- 1:38Speaker 4: and unlike the nineteen nineties and early two thousands, they're
- 1:40Speaker 4: finding a way to do so at scale and give
- 1:43Speaker 4: people what they want. The conversation that we had earlier,
- 1:48Speaker 4: you know about the people have to vote you and unanimously.
- 1:52Speaker 4: Apple has been voted as the most favorite tech company,
- 1:55Speaker 4: and Microsoft is finding a way to be more beloved.
- 1:58Speaker 4: A monks enterprise, Stocker is going to keep getting better,
- 2:02Speaker 4: like everything that you like.
- 2:04Speaker 5: Apple and Microsoft are.
- 2:05Speaker 4: Like Lebron in this regards like it took all the
- 2:09Speaker 4: criticism and adapted this game to that. At one point
- 2:13Speaker 4: Lebron can't shoot the three. Well, he's not being physical
- 2:17Speaker 4: enough in a post. He always looks to make the
- 2:19Speaker 4: right play and not be aggressive. He took all their
- 2:21Speaker 4: criticism became better. Apple's done the same thing. They could
- 2:24Speaker 4: have just leaned on the iPhone sales and iPads sales forever,
- 2:27Speaker 4: they did not. They constantly finding ways to innovate. As
- 2:30Speaker 4: soon as Meta decided to go be a metaverse company,
- 2:35Speaker 4: Apple said, okay, let me make some hardware for that sector.
- 2:39Speaker 4: They're still working on the wallet and the blockchain stuff.
- 2:41Speaker 4: They're just being quiet about that. And then all of
- 2:44Speaker 4: a sudden, here comes AI and then they adjust and
- 2:47Speaker 4: put a team on there to make one of the
- 2:50Speaker 4: better large language models there. Like the biggest companies on
- 2:53Speaker 4: there's a reason why they're number one and number two.
- 2:56Speaker 4: And I know everyone once a month, like every well
- 3:00Speaker 4: frequently people ask me, hey, what's the new Apple and Microsoft?
- 3:03Speaker 4: Apple and Microsoft? Because if you get big enough to
- 3:06Speaker 4: get hot enough, they're going to buy you out. This
- 3:10Speaker 4: is how business is done. And when fifty one is
- 3:12Speaker 4: the hottest thing on earth, Jimmy and Dre and m
- 3:16Speaker 4: all got together and say, hey, let's all go in
- 3:18Speaker 4: on this.
- 3:18Speaker 6: D Yeah, I mean, let's still about the profits real quick.
- 3:24Speaker 6: I mean, if we talk even at a five percent, right,
- 3:27Speaker 6: So if we go with that number of four hundred
- 3:28Speaker 6: million uses on office three sixty five, you take that number, right,
- 3:34Speaker 6: you get five percent of the people. You're at twenty million,
- 3:38Speaker 6: twenty million times thirty dollars a month. You got six
- 3:42Speaker 6: hundred million dollars a month, six hundred million dollars a
- 3:44Speaker 6: month for a product that you will already have for
- 3:48Speaker 6: my product that people are used to and are very
- 3:51Speaker 6: familiar with and have loyalty to. Right, I don't know,
- 3:54Speaker 6: I mean people use that. I don't know how many
- 3:55Speaker 6: people use pages in enterprise enterprises, I don't know, but
- 4:00Speaker 6: I know people use Microsoft Open. Right, Yeah, at ten percent.
- 4:04Speaker 6: If they have ten percent of those subscribers come back
- 4:06Speaker 6: and say all right, we're going.
- 4:07Speaker 5: To get the subscription.
- 4:08Speaker 6: Now you're doing one point two to one point three
- 4:10Speaker 6: billion a month just on that, just on Microsoft Office.
- 4:14Speaker 6: That doesn't even account anybody that decides that, hey, we
- 4:17Speaker 6: want to now add this to our academy and we
- 4:21Speaker 6: want to put this and implement this into our business.
- 4:24Speaker 5: That's just existing customers. Yeah.
- 4:26Speaker 6: So when we think about the stock, it looks the
- 4:30Speaker 6: rise of Microsoft Content is going to continue and it
- 4:33Speaker 6: looks promising for the future.
- 4:35Speaker 4: I mean, Satia has done so well that since he's
- 4:38Speaker 4: been there in tenure, he's personally made a billion dollars.
- 4:41Speaker 4: You know how much value you have to drive for
- 4:43Speaker 4: a company for you to collect a billion dollars over
- 4:45Speaker 4: like an eight year period, Like we keep having these
- 4:48Speaker 4: conversations about lists, we need to have a conversation about
- 4:52Speaker 4: top five CEOs of this decade. That's way more important
- 4:55Speaker 4: than if you think LI loses, I want to rock single,
- 5:00Speaker 4: what's rapper?
- 5:01Speaker 5: And like that shit does not matter.
- 5:03Speaker 4: Like these companies are controlling the world and if we're
- 5:06Speaker 4: not involved in them and don't invest in them, we're
- 5:09Speaker 4: going to be left behigh.
- 5:11Speaker 6: This episode is brought to you by P and C Bank.
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- 7:02Speaker 1: An illegal alien from Guatemala charged with raping a child
- 7:05Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
- 7:09Speaker 1: accused of murdering a Texas man of Venezuelan charged with
- 7:14Speaker 1: filming and selling child pornography in Michigan. These are just
- 7:18Speaker 1: some of the heinous migrant criminals caught because of President
- 7:21Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
- 7:25Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
- 7:30Speaker 1: crossings are at the lowest levels ever recorded, and over
- 7:33Speaker 1: one hundred thousand illegal aliens.
- 7:35Speaker 2: Have been arrested.
- 7:36Speaker 1: If you are here illegally, your next you will be
- 7:40Speaker 1: fine nearly one thousand dollars a day, imprisoned and deported,
- 7:44Speaker 1: you will never return. But if you register using our
- 7:48Speaker 1: CBP home app and leave now, you could be allowed
- 7:51Speaker 1: to return legally. Do what's right. Leave now. Under President Trump,
- 7:56Speaker 1: America's laws, border and families will.
- 7:59Speaker 2: Be protected sponsored by the United States Department of Homeland Security.
- 8:02Speaker 4: Like I know you guys saw that video where a
- 8:04Speaker 4: guy worked at a factory for thirty years and just
- 8:06Speaker 4: lost his pension. I just hate to say it. This
- 8:09Speaker 4: is not going to be the only company. I keep
- 8:11Speaker 4: screaming it and no one wants to talk about it.
- 8:13Speaker 4: Chicago's pension fund is almost bankrupt, and no one's saying
- 8:17Speaker 4: the word Chicago would be there in October. Hopefully we
- 8:20Speaker 4: can have a solution for you by then. Things are
- 8:23Speaker 4: getting serious. Inflation is getting hot. Like when I saw Spotify,
- 8:27Speaker 4: Air Netflix adjust their pricing model, I'm like, inflation is
- 8:32Speaker 4: really hidden because this is the fastest that I've seen
- 8:34Speaker 4: them make a change in terms that are pricing, and
- 8:37Speaker 4: more companies are doing it.
- 8:38Speaker 5: We have to be very careful.
- 8:39Speaker 4: Like once again, the average car payment is now like
- 8:41Speaker 4: seven oh two to seven ninety. A lot of people
- 8:45Speaker 4: say that's too much. Now that's for a normal car.
- 8:49Speaker 4: This isn't for a g Wagon or ben Taga. This
- 8:52Speaker 4: is for like a normal car. Inflation is kicking the
- 8:57Speaker 4: world's ass and we missed that. But also too, when
- 9:00Speaker 4: you have no inflation, excuse me, when you have zero
- 9:03Speaker 4: percent interest rates for fourteen fifteen years, what do you
- 9:06Speaker 4: think is going to happen? If you are not investing
- 9:10Speaker 4: for the long term, it's going to be the biggest
- 9:12Speaker 4: mistake of your life.
- 9:13Speaker 5: But thank you.
- 9:14Speaker 4: Guys for being here, and if I've made you money,
- 9:16Speaker 4: please put us in chat there It.
- 9:17Speaker 5: Is there, it is.
- 9:19Speaker 6: Do you think at some point in the next three
- 9:22Speaker 6: to five years, with this technology being that Apple, oh
- 9:26Speaker 6: is going to enter the chat well the GBT race.
- 9:31Speaker 6: Microsoft is already here in the lead. Does Microsoft pass
- 9:35Speaker 6: Apple as the number one company in terms of market
- 9:39Speaker 6: CAAP right now? Apple's at over three trillion, Microsoft's at
- 9:43Speaker 6: two point six.
- 9:44Speaker 5: Do you see it happen in the next three to five.
- 9:46Speaker 4: US possibly if Apple has a couple slips and if
- 9:52Speaker 4: this VR project doesn't go as well. The one thing
- 9:56Speaker 4: they want to address is that the iPhone market is
- 9:58Speaker 4: slowing down dramatically. I do think and shout out to
- 10:01Speaker 4: all my Samsung people. I'll give you guys credit. Apple
- 10:05Speaker 4: needs to innovate a hell of a lot faster. Like
- 10:07Speaker 4: I know they buy the screens from Samsung, but like
- 10:10Speaker 4: by the time iPhone seventeen comes out, it's going to
- 10:13Speaker 4: be the same phone as like the fourteen Promax. I
- 10:17Speaker 4: want to see some innovation outside of the camera.
- 10:19Speaker 5: I think that's amazing.
- 10:21Speaker 4: I think the software is amazing, But like in terms
- 10:23Speaker 4: of the phone, we haven't seen much differentiation. Like my
- 10:27Speaker 4: guy Drew like he'll get every new Samsung phone. I'm like, wait,
- 10:30Speaker 4: you can put your phone on top of a phone
- 10:32Speaker 4: in charge it.
- 10:32Speaker 5: I can't do that. Like there's so many innovations.
- 10:35Speaker 4: I think that we take for granted that are not
- 10:38Speaker 4: being used on Apple side, and I think if they
- 10:41Speaker 4: were a lot more innovative and not being comfortable there,
- 10:45Speaker 4: they could see the sales increase. But we're getting a
- 10:49Speaker 4: very interesting race. Like I think Microsoft has the B
- 10:52Speaker 4: to B enterprise side on Lock. Apple has the consumer
- 10:54Speaker 4: side on Lock. But if Microsoft is able to get
- 10:57Speaker 4: a crossover consumer hit, it could them in the leade.
- 11:00Speaker 4: But that's why I've always said invest in us have too.
- 11:02Speaker 6: Yeah, it makes it interesting because we just talked about
- 11:05Speaker 6: this last week and we're talking about innovation and what's
- 11:07Speaker 6: the new product, Tim Cook.
- 11:10Speaker 5: The way it looks is like the new product is
- 11:12Speaker 5: new territory. Let's go to India, to India, that's the
- 11:16Speaker 5: new product.
- 11:17Speaker 6: And then I saw reports now that Amazon has decided
- 11:20Speaker 6: that they're going to spend fifteen billion in India. So
- 11:23Speaker 6: rather than saying, like, all right, we have to come
- 11:25Speaker 6: up with a new product, we have to come up
- 11:26Speaker 6: with a new product, Let's get new customers in new territories,
- 11:29Speaker 6: another strategy.
- 11:31Speaker 4: I mean, I also find it ironic on the political
- 11:33Speaker 4: side that there's no money to build up the black
- 11:35Speaker 4: middle class, and we sell money to Ukraine and build
- 11:37Speaker 4: up India's middle class and China's, but there's no money
- 11:40Speaker 4: for black and brown people. Tune into the episode of
- 11:43Speaker 4: High Level Conversations with nineteen Keys where some solutions are posted.
- 11:49Speaker 4: You understand me, I don't understand how the money out there?
- 11:53Speaker 4: Like for those of you like Yo, you just pro
- 11:55Speaker 4: app on port Microsoft. I'm like, I'm here to make
- 11:57Speaker 4: y'all money. I'll see the other side of the game too, though.
- 12:00Speaker 4: How are all these billions able to be funneled to
- 12:03Speaker 4: like we live really built India's middle class in China's
- 12:06Speaker 4: and then they became our competition, and now we're going
- 12:09Speaker 4: to move some of our most prized companies there.
- 12:12Speaker 1: An illegal alien from Guatemala charged with raping a child
- 12:16Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
- 12:20Speaker 1: accused of murdering a Texas man of Venezuelan charged with
- 12:24Speaker 1: filming and selling child pornography in Michigan. These are just
- 12:28Speaker 1: some of the heinous migrant criminals caught because of President
- 12:32Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
- 12:36Speaker 1: Secretary of Homeland Security. Under President Trump. Attempted illegal border
- 12:40Speaker 1: crossings are at the lowest levels ever recorded, and over
- 12:44Speaker 1: one hundred thousand illegal aliens have been arrested. If you
- 12:47Speaker 1: are here illegally, your next you will be fine nearly
- 12:51Speaker 1: one thousand dollars a day, imprisoned and deported. You will
- 12:55Speaker 1: never return. But if you register using our CBP home
- 12:59Speaker 1: app and now, you could be allowed to return legally.
- 13:03Speaker 1: Do what's right, leave now. Under President Trump, America's laws,
- 13:08Speaker 1: border and families.
- 13:09Speaker 2: Will be protected. Sponsored by the United States Department of
- 13:12Speaker 2: Homeland Security,