Latest / Earn Your Leisure / 2023's Soaring Tech Stocks: The Top Performers So Far!
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: What are the top performing tech stocks in the first
- 1:05Speaker 3: half of twenty twenty three.
- 1:08Speaker 4: I've been waiting for this all week, So the first
- 1:10Speaker 4: half of the year things have done pretty well.
- 1:13Speaker 5: In video of one hundred and ninety percent.
- 1:15Speaker 4: Yes, Mark Zuckerberg put on he took out forty five,
- 1:18Speaker 4: he put back on his twenty three jersey. Been in
- 1:21Speaker 4: the zone. I can't lie. Matters up one hundred and
- 1:23Speaker 4: thirty eight percent. Telsa's up one hundred and thirteen percent. Troy,
- 1:28Speaker 4: you talked about this one being a stock of the year.
- 1:30Speaker 4: Amazon is up fifty five percent, Apple is up fifty
- 1:34Speaker 4: Netflix is up forty nine, Microsoft is up forty three
- 1:38Speaker 4: and Google is up thirty six percent for the year
- 1:41Speaker 4: as well.
- 1:41Speaker 5: So the big message I want to give is, even.
- 1:43Speaker 4: Though there's a lot of discussion week to week, day
- 1:46Speaker 4: to day on the news outlets about what companies matter,
- 1:49Speaker 4: it's the same five to eight companies that matter the most,
- 1:52Speaker 4: and the ones the people that held the most are
- 1:56Speaker 4: the ones who end up getting the biggest gains in
- 1:59Speaker 4: video is one that I was screaming about all last
- 2:01Speaker 4: year on top of this year. So for those of
- 2:03Speaker 4: you who are still in it, I'm very proud of you.
- 2:05Speaker 4: But I think the lesson here is not to try
- 2:08Speaker 4: and sect or rotate or chase the news that you
- 2:11Speaker 4: may see on CNBC and just to focus on the
- 2:13Speaker 4: ones that are producing quality games and that has an
- 2:16Speaker 4: edge in this new generation. Like the old tech model
- 2:19Speaker 4: is over, the social media model is dead, and of
- 2:23Speaker 4: course with the innovation of AI and video, AMD are
- 2:28Speaker 4: going to be some major players. But if you miss
- 2:30Speaker 4: out on those apples still printing fifty two per Microsoft
- 2:34Speaker 4: is up forty three, Meta has done incredibly well, and
- 2:38Speaker 4: of course Bitcoin has made a great surge as well.
- 2:41Speaker 4: I don't know if you want to classify that as tech,
- 2:43Speaker 4: but bitcoin has had a hell of a return this year.
- 2:46Speaker 5: I got I'm gonna run down some more tech, right.
- 2:49Speaker 6: Those are those are the major players, but there's there's
- 2:51Speaker 6: some other ones inside of tech that are having incredible years.
- 2:54Speaker 6: Let's start with cybersecurity power Alco up eighty three, semi conductors,
- 3:00Speaker 6: AMD up seventy six percent, Salesforce up sixty percent, Broadcom
- 3:06Speaker 6: up fifty five percent, four Inite up fifty four percent,
- 3:09Speaker 6: LAMB Research up fifty three percent, on semi conductor up
- 3:13Speaker 6: fifty one percent. We're talking about real numbers, right, and
- 3:17Speaker 6: so like, even if you weren't inside of the.
- 3:20Speaker 5: Big core five or six, there was still.
- 3:23Speaker 6: Games and we'll talk about another one later on tonight,
- 3:25Speaker 6: that there's still opportunities for games. Right, when we talk
- 3:28Speaker 6: about technology and we talk about SEMIS, I mean we've
- 3:31Speaker 6: covered it extensively and we will continue to there's places
- 3:35Speaker 6: inside there. There doesn't have to be a sector rotation.
- 3:37Speaker 6: Every time that you hear that on the news, like,
- 3:40Speaker 6: stick to your script, stick to your plan, and stick
- 3:42Speaker 6: to the things you know.
- 3:44Speaker 4: Stick to the power systems. They were up fifty percent.
- 3:48Speaker 4: Like Carnival Cruise longs.
- 3:50Speaker 5: You can bring them up. I'm still not a fan
- 3:52Speaker 5: of them, but you can't deny the games.
- 3:53Speaker 4: They've been up. I think almost ninety percent. This year
- 3:56Speaker 4: was a rebound year. The interesting part is while all
- 3:59Speaker 4: of those are up, the Dow is up three percent
- 4:01Speaker 4: for the year, right, unbelievable. So like at the top
- 4:04Speaker 4: of your I was saying.
- 4:06Speaker 5: That we were going to be flat.
- 4:08Speaker 4: That was relatively flat. The S and P has not
- 4:10Speaker 4: moved that much. Outside of those eight the SFP's up
- 4:13Speaker 4: fourteen percent. Yeah, I think it'll pull back maybe August,
- 4:18Speaker 4: so not a lot. But it's really interesting that the
- 4:21Speaker 4: Dow has not moved. But that's because of the waiting
- 4:24Speaker 4: how the Dow is constructed that they haven't had more gains,
- 4:27Speaker 4: And I think at some point that needs to change.
- 4:29Speaker 6: Yeah, and then we got we got nastak. I think
- 4:32Speaker 6: up at twenty seven percent.
- 4:33Speaker 4: It's cooking, yeah, two index, no stress.
- 4:39Speaker 5: Yeah, think about that though.
- 4:40Speaker 6: Right like last year, at this time, we were looking
- 4:42Speaker 6: at the nastack down thirty percent.
- 4:46Speaker 5: And so that's when we talk.
- 4:47Speaker 6: About being in the game and thinking from a long
- 4:51Speaker 6: term perspective from investing.
- 4:52Speaker 7: This is what we're talking about.
- 4:53Speaker 6: In one year, you watch something be down thirty percent
- 4:56Speaker 6: and now come back a year later it's twenty seven percent,
- 5:00Speaker 6: but you know, good signs of showing that there's still
- 5:02Speaker 6: more growth to happen, Which was the.
- 5:03Speaker 5: Ideal time to buy?
- 5:04Speaker 4: Like if the SMP is down like fourteen to twenty percent,
- 5:09Speaker 4: and now's that because down like twenty five percent, that's
- 5:11Speaker 4: really an ideal time to buy.
- 5:14Speaker 5: And that's why I always tell everyone who's listening, like, don't.
- 5:17Speaker 4: Get dissuaded by the news to not invest, Like when
- 5:21Speaker 4: things are at its worst and you're hearing all the
- 5:23Speaker 4: negative news, that's an ideal time to buy. Like, and
- 5:27Speaker 4: most importantly, it's just consistently buying and blocking out the
- 5:30Speaker 4: noise is more key than anything, because I hate when
- 5:33Speaker 4: people are incredibly optimistic to buy at the top of
- 5:36Speaker 4: the market, and I'm like, that's not the time to buy.
- 5:38Speaker 5: Last year was the time to like load the boat.
- 5:40Speaker 5: We're in a.
- 5:41Speaker 4: Cycle of acquisition and now that you know, AI has
- 5:47Speaker 4: become like the new NFT or new crypto rally as
- 5:50Speaker 4: a result, the market's want up and hell of a lot. So.
- 5:52Speaker 4: But the biggest lesson I want everyone to take away
- 5:54Speaker 4: from this is pick four that you love, hold on
- 5:56Speaker 4: to them for their life, and pour money into them
- 5:58Speaker 4: every month.
- 6:00Speaker 5: Do it, put it, put it in chat. Investment is easy.
- 6:04Speaker 7: Yeah.
- 6:04Speaker 3: Also, if anybody remembers, I'll go back to this again.
- 6:10Speaker 7: The presidential cycle.
- 6:12Speaker 5: Mm hmm.
- 6:12Speaker 3: Remember we spoke about this. We spoke about this. We
- 6:16Speaker 3: spoke about like three different times. Put yes in chat.
- 6:21Speaker 3: If you remember when we spoke about the presidential.
- 6:23Speaker 5: Copyright ahead.
- 6:28Speaker 4: Drip report by Dunlap coming something.
- 6:31Speaker 7: So you know, we spoke about this.
- 6:33Speaker 3: And it's crazy because during the historical information for the
- 6:39Speaker 3: presidential cycles, the second year is usually the worst for
- 6:44Speaker 3: stock market, the second year of a presidency, the third,
- 6:47Speaker 3: the third year is the best, and then it kind
- 6:54Speaker 3: of cools off a little bit going into the fourth year.
- 6:58Speaker 3: So it's crazy because that's actually what that is happening. Yeah,
- 7:03Speaker 3: And it's almost like right around the time it was like,
- 7:05Speaker 3: you know, around like early spring, first quarter to late
- 7:10Speaker 3: fall is the bear earners.
- 7:14Speaker 7: What's up?
- 7:15Speaker 6: You ever walk into a small business and everything just
- 7:17Speaker 6: works like the checkout is fast, the receipts are digital,
- 7:21Speaker 6: tipping is a breeze, and you're out the door before
- 7:24Speaker 6: the line even builds odds are they're using Square. We
- 7:28Speaker 6: love supporting businesses that run on Square because it just
- 7:31Speaker 6: feels seamless. Whether it's a local coffee shop, a vendor
- 7:34Speaker 6: at a pop up market, or even one of our
- 7:36Speaker 6: merch partners, Square makes it easy for them to take payments,
- 7:40Speaker 6: manage inventory, and run their business with confidence, all from
- 7:44Speaker 6: one simple system. If you're a business owner or even
- 7:48Speaker 6: just thinking about launching something soon, Square is hands down
- 7:51Speaker 6: one of the best tools out there to help you start, run,
- 7:54Speaker 6: and grow. It's not just about payments, it's about giving
- 7:58Speaker 6: you time back so you can folks on what matters
- 8:00Speaker 6: most ready. To see how Square can transform your business,
- 8:04Speaker 6: visit Square dot com, backslash, go backslash eyl to learn
- 8:09Speaker 6: more that Square dot com backslash, go backslash eyl don't wait,
- 8:14Speaker 6: don't hesitate. Let's square handle the back end so you
- 8:17Speaker 6: can keep pushing your vision forward. This episode is brought
- 8:23Speaker 6: to you by P and C Bank. A lot of
- 8:25Speaker 6: people think podcasts about work are boring, and sure, they
- 8:29Speaker 6: definitely can be, But understanding a professional's routine shows us
- 8:33Speaker 6: how they achieve their success little by little, day after day.
- 8:37Speaker 6: It's like banking with P and C Bank. It might
- 8:40Speaker 6: seem boring to save, plan and make calculated decisions with
- 8:43Speaker 6: your bank, but keeping your money boring is what helps
- 8:46Speaker 6: you live or more happily fulfilled life. P and C
- 8:49Speaker 6: Bank Brilliantly Boring since eighteen sixty five. Brilliantly Boring since
- 8:54Speaker 6: eighteen sixty five is a service mark of the PNC
- 8:57Speaker 6: Financial Service Group, Inc. P and C Bank National Association
- 9:01Speaker 6: Member FDIC.
- 9:04Speaker 1: An illegal alien from Guatemala charged with raping a child
- 9:08Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
- 9:12Speaker 1: accused of murdering a Texas. Man of Venezuelan charged with
- 9:16Speaker 1: filming and selling child pornography in Michigan. These are just
- 9:20Speaker 1: some of the heinous migrant criminals caught because of President
- 9:24Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
- 9:27Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
- 9:32Speaker 1: crossings are at the lowest levels ever recorded, and over
- 9:36Speaker 1: one hundred thousand illegal aliens have been arrested. If you
- 9:39Speaker 1: are here illegally, your next you will be fine nearly
- 9:43Speaker 1: one thousand dollars a day, imprisoned and deported, you will
- 9:47Speaker 1: never return. But if you register using our CBP home
- 9:51Speaker 1: app and leave now, you could be allowed to return legally.
- 9:55Speaker 1: Do what's right. Leave now. Under President Trump, America's laws
- 10:00Speaker 1: border and families.
- 10:01Speaker 2: Will be protected. Sponsored by the United States Department at
- 10:04Speaker 2: Homeland Security.
- 10:04Speaker 3: Run like I mean a bull run, like a really
- 10:06Speaker 3: big bull run. Historically, it's actually played out exactly how
- 10:13Speaker 3: history has dictated in the past, which is kind of
- 10:18Speaker 3: crazy if you think about it, because we actually spoke
- 10:23Speaker 3: about it multitude.
- 10:25Speaker 4: I think even Caleb talked about it as well. I
- 10:29Speaker 4: think one of the guests may maybe Peter talked about
- 10:31Speaker 4: it as well. We went over to art your charge
- 10:33Speaker 4: your chart guy.
- 10:34Speaker 5: Oh yeah, yeah, jac shot to Jac Yeah, he went
- 10:36Speaker 5: over it as well.
- 10:36Speaker 7: He went over the chart. He actually showed the chart when.
- 10:39Speaker 6: Everybody was saying, hey, this is not a bull run.
- 10:41Speaker 6: This is not a bull run. There's gonna be a
- 10:44Speaker 6: band market coming. And he's showing us otherwise and saying, look,
- 10:47Speaker 6: I don't make these things out. I'm just looking at
- 10:49Speaker 6: the data and what it's showing. And the data has
- 10:52Speaker 6: been correct. That's well, here's the thing I want the
- 10:54Speaker 6: audience to know. Also, July is like one of the.
- 10:56Speaker 4: Best months to buy stocks as well, so like even
- 11:00Speaker 4: in the first fifteen days, like we should get a
- 11:03Speaker 4: nice run. But like most stocks that are publicly traded
- 11:06Speaker 4: and most funds that buying them are buying them in
- 11:09Speaker 4: like long only strategies, meaning they're not shortened.
- 11:12Speaker 5: So even when Apple hit we'll talk about it later.
- 11:14Speaker 4: The evaluation of three trillions, some people are like, well,
- 11:17Speaker 4: should be shorter now, and I'm like, for what with
- 11:18Speaker 4: ninety percent of the funds that are buying it are
- 11:21Speaker 4: buying it long only. There are some stocks you could short,
- 11:25Speaker 4: like if you look at the worst performance.
- 11:26Speaker 5: Stocks ap ets, CBS, truest.
- 11:33Speaker 4: Financial corporation, you can short those, But the ones that
- 11:36Speaker 4: are printing fifty percent, seventy percent, there are funds that
- 11:39Speaker 4: are only putting money into them on the long term side,
- 11:42Speaker 4: in the same cycles that you see like in let's
- 11:45Speaker 4: say the NBA, there's only maybe eight what Rashot and trum,
- 11:48Speaker 4: maybe eight or nine teams historically that are gonna win
- 11:50Speaker 4: titles year over year. You want to act as if
- 11:53Speaker 4: that the Indiana Pacers have a chance to win. Shout
- 11:56Speaker 4: out to Indiana paces as my hometown right a home state,
- 12:00Speaker 4: But the pace I win the title this year. So
- 12:04Speaker 4: in the same fashion, these same cycles work over and
- 12:07Speaker 4: over again. There's best months to buy, best months to
- 12:09Speaker 4: stay away, best months of short. It is your job
- 12:12Speaker 4: to follow the information here and take advantage of it
- 12:14Speaker 4: so we can make your money.
- 12:18Speaker 7: I will say this also that.
- 12:22Speaker 3: Remember when I said I said a while ago when
- 12:25Speaker 3: tech was going crazy and after the pandemic, and I'm like,
- 12:28Speaker 3: this is overinflated and it's going to come down. And
- 12:32Speaker 3: right after that it came down. I don't think we're
- 12:34Speaker 3: at that point now, but we're fastly approaching. You have
- 12:38Speaker 3: to understand when things start to not make sense anymore,
- 12:40Speaker 3: and when something's not sustainable, even AI, well, AI is
- 12:46Speaker 3: here to stay. But I'm just saying just to hype
- 12:48Speaker 3: around it for companies to just go up fifty eight percent,
- 12:51Speaker 3: one hundred and twenty percent. It's not sustainable. This is
- 12:55Speaker 3: not so we will see a pullback in tech for sure.
- 13:01Speaker 3: For sure.
- 13:01Speaker 5: And I want to pre recorded shows.
- 13:04Speaker 7: Uh huh?
- 13:08Speaker 5: Can we open a lot Marina back up a song? Boy?
- 13:12Speaker 3: Hey, So, so I say that to say, just you
- 13:15Speaker 3: have to be patient. I know if you missed, if
- 13:19Speaker 3: you missed this run, I mean, it's not like it's
- 13:21Speaker 3: you can steal it. But you never want to buy high.
- 13:23Speaker 3: You never want to buy at a fifty two weeks high.
- 13:24Speaker 3: That's that's it. That's important. Unless your dollar cost averaging,
- 13:29Speaker 3: then it doesn't matter. But if you just want if
- 13:31Speaker 3: you just you don't want to try to time the
- 13:33Speaker 3: market and put money in at the high, so you
- 13:36Speaker 3: will you will have an opportunity to put money into
- 13:39Speaker 3: the market.
- 13:40Speaker 7: But you just have to be patient. It's true. You
- 13:42Speaker 7: must practice patients. It's true.
- 13:44Speaker 5: I'll be I'll be like one hundred percent transparent.
- 13:46Speaker 6: Like this Tesla run that has been on over the
- 13:49Speaker 6: past two months, I wasn't in and I've been trying
- 13:52Speaker 6: to like just be patient with it.
- 13:53Speaker 7: Like I have shares of it.
- 13:55Speaker 6: Obviously I'm making money on that side, but you know,
- 13:57Speaker 6: I like to do like leaps in the options and
- 14:01Speaker 6: the timing hasn't.
- 14:01Speaker 5: Been right for it, and so I just got to its.
- 14:04Speaker 6: Yeah, every time, I'm like, I'm like, nah, to say't it,
- 14:06Speaker 6: to say the time to saint the moment. But that's
- 14:08Speaker 6: something you have to learn. Like there have been times
- 14:10Speaker 6: in the past where it was like I'm going to
- 14:12Speaker 6: catch this thing on the way up and then it
- 14:13Speaker 6: goes up and then huge, huge slide, right, And so
- 14:18Speaker 6: this is one of those times whe're experiencing patience and
- 14:22Speaker 6: discipline comes into work and now it works in your favor.
- 14:25Speaker 6: It's like, I'm happy for everybody that is in Tesla,
- 14:27Speaker 6: Like it's a company that I believe and it's.
- 14:29Speaker 7: Why I have shares in it.
- 14:31Speaker 6: But watching people like wins like that's dope, and in
- 14:34Speaker 6: the back of your mind like all right, that's great,
- 14:39Speaker 6: I missed it. That's cool. Where I gotta be cool
- 14:42Speaker 6: with that. I'll have wins because we in this game
- 14:44Speaker 6: for a long time.
- 14:45Speaker 4: Yeah, And for those who are investing long term, just
- 14:48Speaker 4: hold on for ten years.
- 14:49Speaker 5: Block out all noise.
- 14:51Speaker 4: One of the biggest mistakes I see people is taking
- 14:53Speaker 4: in too much information, trying to get a confirmation bias
- 14:56Speaker 4: one way or another. When if you just let the
- 14:59Speaker 4: EQUI sit in your portfolio and add to it, you'll
- 15:02Speaker 4: have Like how many people do we know that probably
- 15:05Speaker 4: have been watching the show for a year and a half,
- 15:07Speaker 4: two years and still haven't executed yet because they're afraid
- 15:10Speaker 4: or taking in too much information when you could have
- 15:12Speaker 4: just had the gains if you would have just applied
- 15:14Speaker 4: the information.
- 15:15Speaker 5: So my biggest suggestion to everyone, I.
- 15:17Speaker 4: Mean even and the reason why I love Apple, and
- 15:21Speaker 4: when they even close above the three three trillion valuation,
- 15:24Speaker 4: like they're still printing amazing games.
- 15:27Speaker 5: Like if you have a big for those of you
- 15:29Speaker 5: have more money, let's.
- 15:30Speaker 4: Say you want to put one hundred thousand into the market,
- 15:32Speaker 4: five hundred thousand, you're like, where's the safe place. Apple's
- 15:36Speaker 4: going to give you the slowest and smallest drawdown of
- 15:38Speaker 4: any big company and you'll still be able to have
- 15:41Speaker 4: predictable gains out of that. So if you're working with
- 15:43Speaker 4: a smaller account, you may want to pick something more
- 15:46Speaker 4: volatile if you will, to try and get a game there.
- 15:48Speaker 4: But if you have less money, and that's an Apple
- 15:50Speaker 4: our safeway. So regardless of any market, as Jim Kramer
- 15:54Speaker 4: will say, there's a bull market somewhere.
- 15:58Speaker 8: My graduates from my school being forced back drop bag dropdroproft.
- 16:17Speaker 1: An illegal alien from Guatemala charged with raping a child
- 16:21Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
- 16:25Speaker 1: accused of murdering a Texas. Man of Venezuelan charged with
- 16:29Speaker 1: filming and selling child pornography in Michigan. These are just
- 16:33Speaker 1: some of the heinous migrant criminals caught because of President
- 16:37Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
- 16:40Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
- 16:45Speaker 1: crossings are at the lowest levels ever recorded, and over
- 16:49Speaker 1: one hundred thousand illegal aliens have been arrested. If you
- 16:52Speaker 1: are here illegally, your next you will be fine nearly
- 16:56Speaker 1: one thousand dollars a day, imprisoned and deported, you will
- 17:00Speaker 1: never return. But if you register using our CBP home
- 17:04Speaker 1: app and leave now, you could be allowed to return legally.
- 17:08Speaker 1: Do what's right, leave now. Under President Trump, America's laws,
- 17:13Speaker 1: border and families will be protected.
- 17:15Speaker 2: Sponsored by the United States Department of Homeland Security,