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MM# 294: Nancy Pelosi’s Stock Picks, the Next Metal After Gold & Silver, & the Black Forefather of AI

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MM# 294: Nancy Pelosi’s Stock Picks, the Next Metal After Gold & Silver, & the Black Forefather of AI

Transkriptio koostuu pääasiassa englanninkielisestä podcast-jaksosta, jossa keskustellaan sijoittamisesta ja markkinatrendeistä. Alku sisältää suomenkielisen mainoskatkon DNA:n yrityspalveluista. Podcastissa käsitellään laajasti tekoälyn ja biotekniikan aloja, korostaen Nvidian keskeistä roolia tekoälyteknologian kehittäjänä. Esitellään konkreettisia sijoitusvinkkejä, kuten pörssirahasto IBB sekä yksittäiset yhtiöt AMGN ja Gilead Sciences. Toistuva teema on voittojen realisoinnin tärkeys: "et koskaan häviä ottamalla voittoja". Jakso sisältää myös henkilökohtaisia havaintoja vierailulta Nvidian päämajasta, joissa korostuu yhtiön keskittyminen lääketieteen ja robotiikan kaltaisiin sovellusaloihin. Lopuksi varoitetaan, että kaikki sisältö on vain informatiivista, ja kuulijaa kehotetaan tekemään omaa tutkimusta ja hankkimaan ammattilaisten neuvonta ennen sijoituspäätöksiä.

Transcription

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Finnish
Moi yrittäjä! Tässä Laura DNA-kaupasta. Tukkäymään, laitetaan sun yrityksen laitteet liittymät ja nettikuntoon. DNA-kaupassa juhlitaan suoa, hurraa yrittäjä. Nyt saat yrityspalvelut kaikista DNA-kaupoista. DNA- yrityksillepp, jotta voit uskaltaa. Täällä on. Täällä on. Täällä on. Täällä on. Marka, monella on tullut vahvasti. Myös on tullut, että se on tullut. Monella on tullut, että se on tullut. Täällä on tullut, että se on tullut. Sclaimer, do your own research. Our content is intended to be used and must be used for informational purposes only. It's very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify any information that you find on our show, and wish to rely upon whether for the purpose of making an investment decision or otherwise. Let's build our knowledge, our community, and our broker accounts. Love is love. Love is love. Back to Monday. Happy Monday. It is a blistery Monday here in the North East. Man, a freeze on Houston. My Lord. It's cold in New York. God can't zone hot. Yeah, man, but we are here. We are here. The snow couldn't stop us. Thank God we are here. Safe bless. Over there, everybody who had to travel made it to their destination. That's the destination safely. Love is love. Man, we back how you feeling? How you feeling, man? Amazing. Happy to be back. Happy Monday. Shout to the pandas and chat. Shout to the earners. Shout to you. How you feeling? Feeling great. Glad to be back for real. Good. Good, man. Yeah. Definitely. Blizzard conditions. What the show must cope on. The show must go on. We got a lot to talk about. So we ain't going to waste too much time. Do remember. Blackout this Wednesday at nine o'clock. New time this year. We got a lot to talk about, man. It's so much going on in America right now. That, um. Crazy. We're going to talk about ice. We're going to talk about. Oh, all of that. Talk about. So tune in, tune in for that. And then Thursday. We got a double entrepreneur coming on on your league. This is a clock. And it was a conversation that we had a while ago, but pointed out. The little things in life that you make a lot of money on. And, um, you know, when you think about swimming. How many people actually think about, you know, making swim products for women. Um, that are on their menstrual cycle. You think what you think about that? That's a unique niche. Million dollar industry. Most time. Most time. Always going to be needed. So we met the person that actually invented. She actually holds the padded. She invented swim protection. Um, for that time of the month. That's brilliant. It really is. Disadjunct for no other industry. And getting that pattern key. So it won't be a whole bunch of little knockoffs. Well played. What time? Six o'clock. Six o'clock. You just stand at home. One person. There are riches and niches. Yeah. The riches are in the niches. That is a fact. Big fact. All right. So yeah, we're going to get into it. I actually have a EY University call tomorrow. If you're in EY University, check it out. EY University. We bet. You know, we got so much so much stuff lining up. But it's your EY University, man. If you're not in EY University, you're missing a boat tomorrow. I'm doing my EY University financial planning business call tomorrow. So make sure you tap in for that seven o'clock. You can stand the time. Pull up, pull up, pull up. In and in the announcement. Yeah. I want to shut out my dad for making his debut on HGTV this past weekend. Yeah. I move that. Congratulations. And I'm doing something different this year's dot club. I'm releasing prices every week. So last night, I put prices for five new companies in there. If I've made you money, please put yes and shout out to it. If you want to join the greatest group of investors on the planet, go to enabest.com. So you never know. Have to guess what to get into the market. I love y all. Let's have an amazing show. Yeah. Before we go on, we further the man shout out to the entire Nvidia team. And everybody saw us pull up there last week. A very inventful week. I'm sure we'll talk about it, but I just want to give a shout out to Tiffany Lewis, Poonja and jazz. Everybody that helped us put that together app. It was one of the moments, man. So I'm sure we'll talk about that in detail. But just shout out to them. Sir. Okay. What's the invest? What's the investing fact of the week? I actually have a number that I want to cover really quick. One about Costco. So I was doing my research on the plane ride after Nvidia. Research in Costco has been one of our picks for four years in stock club. But did you know that Costco has a 92.2% renewal rate in the United States of America and 89.7% worldwide. I thought it was fascinating. Number two. 12.7% of S&P stocks hit 52 week highs for the first time in over a year. Usually the SPX finishes higher three to four weeks after in every case. Troy, we talked about this before. Nvidia has supplanted Apple as TSM's top customer. Very interesting. And fourth Nvidia has invested two billion dollars into core weave to build out a five gigawatt AI factory by 2030. So two are Nvidia related. One is Costco related. But I thought it was really fascinating that there were newer rate every year is around 92%. Definitely by definitely amazing company. But if you want to know a fundamental reason why this company is doing so incredibly well. And I saw the post that you guys put up about gold being bought at Costco. But to have a renewal rate and a turn rate less than 8%. At scale, I think it's just absolutely fascinating. Yeah, retention rate is incredible. I'm glad you brought the core weave story because it's been interesting over the past couple of weeks with core weave. Especially us being at HQ and listening to this purpose and talking about data centers and data center build out. Understanding the prices for GPUs and understanding that every hyperscale will use it. But there are mid cap and small cap companies that will need to use data sets and data racks. And how core weave will play a part in that. So that's interesting. I think another thing is, you know, when we talk about do the research, do the research. A funny thing came up in my research last week, which is why core weave came to my attention before we even spoke about Nvidia. But the president actually bought core weave debt. Sure did. Just like kind of sneaking through the night and that research came up Netflix was part of that implication. And is it a small amount of debt? Yes. But it's interesting, you know, when you think about companies, why? And then you see them move like today with Jensen and Nvidia saying that they're investing another two billion dials in gigawatts for the data set and outreach. Netflix is on that list. So watching those companies after hearing news like that is very key. I think one of my facts for the week. And I've had to say this. And it's a good thing. It's a good thing. But I've had to say this over and over. And this is something that we say all the time to each other like you never lose by taking profit. For sure. That is my investing fact of the week. You never lose by taking profit. Yes. You know, sometimes you take profit in a company runs a little bit further. And sometimes you take profit in the company pulls back. But you never lose by taking money out. So please keep that in mind when you're watching a lot of these companies that you've invested in over the past three or four months. Hit their all-time hot and hit ends that you didn't even expect. Take profit because it's okay. And even if it runs further, it's okay. Robert Kiasaki. It's okay. We're talking about it later. It's great. We brought in my last beginning. And then that false comes out. That was crazy. Yes, sir. Hit the like button and share. We're going to have a jam packed episode. And we got a surprise for you towards the end of the episode. So we got a surprise for you guys. But yeah, we got a lot to cover on this episode of Blackout. Biotech. Biotech checking. We haven't talked about biotech in a while. But in the age of AI. And I thought it was interesting that in video. When we spoke with some of the people out in video, we had a couple of panels that some of the employees spoke on. And probably the number one thing I was talking about was medical. Thank you. Yep. Played for like over 20 minutes. They had a detailed conversation about medical advancements and how their technology is going to change. Medicine as far as, you know, hospital experiences and inpatient visits, doctors, different things. They gave us a whole blueprint of how, you know, the medical industry will change because of artificial intelligence. And their technology specifically and the things that they were working on when it comes to the medical field. So that's one aspect of it. But, you know, biotech is a big industry. So what's the biotech checking. And I want to say off of that point for those who think the Nvidia trade is done. I just want to be very clear now just because I picked it and yada yada. And video is like the black rock of AI. I will say that we can talk about it more in a detail. But given how much they're investing into the space and how they have their partnership structure. I think it's fascinating. But on the biotech side. These are three that you can write down. So you have the ETF side, IBB, great return. So if you don't want to have to guess which one is to invest in. You can just invest in the basket of them. Number two, Giliat. Giliat Sciences is an incredible company has been through and through. And number three is one that's been a stock club forever. And one that I don't talk about publicly. And is outpacing a lot of companies year over year. And that's AMG. I think AMG is probably one of the greatest companies on the planet. And one of the best run ones in the biotech space. And also Nvidia and Lilly has their partnership. So it's a lot of exciting things with AI that's happening as a result. But if I had to put my money all on three, it would be IBB AMG, which has been a top pick and stop stock club forever. And Giliat Sciences that will round out my top three. That's a solid three. Obviously we'll go, we'll go Lilly. And I think like you said, just sometimes things don't need to be explicitly explained to you. It's like the implicit intrepid value of what's being said. And like you said, when you sit there and you listen to engineers in the field of healthcare, when we relate to AI and how the time frames that it takes to do things has just been shortened by technology. They talked about doing genome, then how it used to take eight years, and now they've got it down to four hours. And what's that going to be in the next three years? I mean, just insanity. So I would take a different three. I love your three. I just want to add and give people as much value as possible. So I have Lilly, obviously, as one. I have biogen. And this is interesting because when you hear biogen, the ticker is bi. This is one that focuses on specific things. So when I'm talking about in the world of biotech, do they dominate in a specific area? Like when we talk about GLPs, who's the dominant player in that? Like biogen is a dominant in the neurodegenerative drugs. So we're talking about things that help treat Alzheimer's, things that help to treat Parkinson's disease. They are leaders in that. So biogen would be one because I think the science that is going to prevail in the future will go into that space. How do we make things that were once not curable, now curable? How do we shorten the time for that? And then I got a sleeper here, man. I watched a chart, and obviously knew the topic list here, but Vertex Pharmaceuticals, ticker, BRTX. Another one that if you look specifically at what they do and what they dominate at. Yeah, is it an overlavering sense because they're dominant at one thing? Well, we just talked about the riches in those niches, right? And so they specifically focus on being dominant in the treatment and care of cystic fibrosis. That is their thing, right? They're not doing GLPs. That is their thing. That's been their thing, and they've dominated at that. And so, and this is a tricky, tricky sector when we're talking about biotech. We talked about this years ago. Yeah. And it can go, and it's tough to predict because science takes time, curus, tick time, treatments, tick time, testing trials, all those things. Factor in, pricing factors in, and so it's a tough sector to deal with. But I like the ones that dominate in specific things. Clearly, obviously, biogen and vertex all have different dominant features, different things that they do, but they're leading in those spaces. Yeah, they remind me a little bit of Nvidia. When AMD was in the lead, they were so good at one thing. Eventually, you will see them branch out to others, definitely a sleeper. And in this case, the cream rises to the top. Like, they've had some tumultuous years, 22 was kind of tough. But with this list, vertex, AMG, biogen, Giliat, like the cream rose to the top, the players that were kind of on the fringes have died out. So, I don't think you can go wrong with this list. Yes. Shout out to the chat. They got some of these in there. They were portfolios already. Already. Yeah. Okay. Okay. But would these be, would these be advisable investments? No, absolutely. AMG is one of the top performers in stock club. Stock club, if you're in the chat, a firing chat of AMG has been performing well. For sure. AMG for sure, IBB, great exposure. Giliat would be third. But if you just do IBB AMG and Lilly, holy training. Holy training. You think speed felt good. What? I show speed portfolio. For sure, IBB AMG and Lilly together, great combination. Great combination. Yeah. Shout out to Nvidia once again, yeah. They definitely talked a lot about health care. I think that was the key takeaway, at least for me, was, you know, they really hammered in that they're not, they don't make anything. They said that in a variety of different times. It's like, we don't, we don't make anything. You know, they're a software company. They talked about that also. Like, most people think they're a hardware company. They're actually a software company. And so, when you think of Nvidia, most people were thinking video as a chip company. But I look at Nvidia as a medical company, as a gaming company, as a sports company, as, because it's everything. It's everything. Anything you put their technology in, that's what it is. Yeah. So, medical industry day was very, very enthusiastic about that. Spoke a lot about that. So that should give you some insight if you're interested as far as where they're thinking about going. They also spoke about robotics. They also spoke about autonomous driving vehicles and they showed us their garage. The autonomous driving garage. So, that's a few things that you guys might be interested in. If you're interested as far as some insight into the company. The shout-out to Peter and Nas. You know, when we came back, when we came back from Nvidia, we had dinner with Nas. And we was talking about Nvidia. We got to let that breathe for a second. He'd been breathing over these things so I was on a phone with him the other day. Yeah. Hold on. Oh, yeah, that Nas? Yeah, that Nas. Okay, shout-out to you. That never, that always is going to be like pretty surreal. Like you walk into the restaurant and it's not, you know, what's up Troy? It was good, that's good. Like it's just, huh? What? Yeah. And he's one of the greatest investors, like hands out in this era. If he put his returns up against any VC firm, it's not talked about in that light, but he's outperforming majority of them. Well, the thing, and the reason why I said that is that the reason why, because, you know, obviously he's on a run right now. He's involved in the casino. You know, everybody's seen his investment portfolio. Mass appeal, arguably, had the best year in rap as far as all the albums that they put out. But, you know, with him, he was just like, yo, damn, I got to learn about it. And he's like, yo, yeah, I got to next time, I got to take me, like, da da da da, like, asking us questions, like, yo, what was they talking about? What did they have, like, da da da da, like, so I say that to say, he's obviously extremely successful person, right? That goes what I was saying. But he spent more time asking questions than talking. Talking. Yeah. So somebody, like, somebody like that, who's a legend, icon, can, you know, spend time asking questions. You got to, you got to be able to, you know, receive the information. And that's why they show us. So, and his partner, Peter, he was like, he actually, he actually watches Mark and Mondays. And influence on the information. So, you know, it's just at the highest level possible. People is paying attention and listening. So, never take the information for granted. Please don't, please don't. It was so dope because he references Nvidia on the new album. Like, when he heard that we went, it was just like, he just like a sponge, like, "Yo, where?" He's like, "I think I'm at the CEO once, man." Like, he's a good guy. It was, it was really surreal, man. Yeah. Shout out to Nas, man. Somebody said, "Nas, yeah, Joe." There's only one Nas. There's two Nas. Two Nas. Yeah. And this, and this reference we talking about. Nas said, "Ben, Loudera." We're talking about the Nas that we all know. And I mean, we'll take care. Nas, how do you go ahead? No, I got it. Yeah. No, go ahead. Well, I was going to change topics because somebody in the group. Somebody in the chat asked the question about that pension. So, I saw that. So, I wanted to address it. But that's changing topics. Yeah. So, I was going on topic, whichever way. Yeah. Well, while we were here on Nvidia, can we share like one of the big breakthroughs that we each individually had while we're at the campus? Because I think I've been to a couple corporate campuses. You guys have been to a lot. Where culture is one of one. And to be in it is different. Can we all share one takeaway that can equip the audience tonight? Not only on their investment journey, but how focused you need to be in 26 through 29? Yeah. There's a couple of things. And I kind of was telling people that I was like the welcoming committee. I said, "You'll be a student today and be super observant." I really pay attention to what's being said, not exactly, you know, all the times of things being spelled out for you. But listen to the companies that they talk about. Listen to who they're partnering with, right? So, when we saw autonomous, and again, a shout out to Nvidia, they actually asked what they thought our audience would like. And I kind of like handpicked those areas. Because I thought that would be a good, fundamental idea of AI. And so, like, when we went to go see the autonomous vehicles, what company did they partner with? Right? So, we saw them as cities in there. Oh, they just had announced the partnership. When we went on the tour, when we actually saw the rubin chip, right? It's the first time anybody's ever seen it in person. Who did they say is manufacturing? Oh, here goes Taiwan semiconductor. TSM. TSM was in there. And he talked about core weave. And they talked about, hey, we did a sample for this company called GEV about how the turbines work. As they're saying these things, I'm like confirmation, confirmation, confirmation, confirmation. I think the other part, and I think Teresa said this, who was actually, you know, was a pharmacist. She said, the mission is the boss. And I was like, oh. If you look at everybody who has an expertise, I mean, there's thousand employees. Everybody's working in their own little silos, but they all are on a mission. And the mission is the boss. So, when the job is done, is when the job is finished, right? There is no hours. There is no like, hey, we got to take this time's big. The mission is the boss. And so until we complete the mission, we got to keep working and we got to figure this out. And everybody kind of loved that about it, right? Like everybody's, to a person, it was like, hey, we are living our life's dream. We're doing our life's work. We're just so happy to do it at this company because it permitted. I thought that was dope. Yeah, one thing from some ten new items, as far as information, if you're interested, I think it was Brandon. He said this. Yeah, he said Brandon. Yep. He said, like, we're still early in the AI phase. And he was saying, like, you know, he gave the reference as far as telecommunication companies. And he was like, you know, apps are not possible without telecommunication companies. Like, you know, T-Mobile and, you know, all of these phone service providers, right? Yeah. Meta is created, Meta is actually created on multiple different systems. So without, without the service provider, there's no cell phone. And then without like Apple, then there's no, so Meta is like a third party app that was created on top of other things, right? And he was like, Meta is bigger than any service provider. So what he was saying is that we're still in the telecommunication phase now, as far as the buildup with AI. So he's like, what you're seeing right now is a lot of infrastructure being built. He's like, the next iteration, we're going to see applications being built on the infrastructure. Those applications that are built on the infrastructure have the ability to actually be bigger than the infrastructure itself. So he was like, you know, as far as, from his take, he's like, we're still early and as far as investing in companies. There's companies that may not even be created yet, that have the potential to be bigger. Bigger, yeah. The companies that are already in existence that we look at as the giants. 20x, 30x, yep. And from an entrepreneurial standpoint too, he was like, even if you're an entrepreneur, what AI is giving you is an opportunity to build the new trillion dollar company. With two employees, three employees, five employees, right, because it's giving you the tools. So a lot of people look at like, this wave is over. He was like, there's still a lot of investment opportunity, but there's also still a lot of entrepreneurship opportunity to build on top of infrastructure that's currently being built. Yeah, I'll just add before you go in and somebody just put in the chat and Keon. And Jensen said this before, AI, you had to think of it as a five layer cake, right? At the first, maybe the second layer, and that application piece is so true. The company that's going to dominate in the next 10 years hasn't even been invented yet. That's so encouraging, man. That's a dope one. Two for me, the two things I took away from Nvidia. Number one, be so valuable that you partner with everyone on earth. The thing that makes Nvidia very interesting, that they're either investing in or partnering with two to five million companies. Some of the shots like they don't make anything, they'll send out the ideas so they're not having to manufacture and having those hard costs. But they'll send, hey, this is my idea for chips and it's TSM, TSM, we'll get back. But all the list of AI companies that they're partnering with, it looks like a all-star team. Secondly, intellectual aptitude. If you ever got a chance to see like Kobe Play, Nvidia's filled with a bunch of intellectual mumbles across the board. I said this in stock club Friday, for the first time in a long time in my life, I felt intellectually behind having some of the conversations. And I read a lot, I study a lot, I research a lot, magic told you last year, you got what, three years? I don't care if you don't like it, man, if you're not reading 50 to 100 pages a day, you're going to get left behind. And the gap for us to invest in some of these companies are not going to even be present because they won't accept our dollars. And like Rashad said, as an entrepreneur, you have to use these tools to move faster. Like they're talking about building 20 billion dollar a year of companies with four employees with this tech. We can't get left behind. And I'm not saying this is, and like, and hyperbably, they're like, hey, there's a couple teams that have two man teams that are doing 60 and 70 million AR right now in their four years of shit, get to three or four billion. You can't be left behind. You know, you know, we always talk about success, love speed. And I believe it was Mike, or maybe it was Matt from from Gronk, right? Like literally last week we were talking about, you know, he was licensed slash partnering with Gronk. A week later, they already at headquarters working, working like they saw it. I was like, what was that like, you know, and this and kudos, we act, I think somebody asked the question, like, what is their favorite company that they've invested in? Yeah, we got over 2,500 companies were invested in. They're all our favorite. And I was like, well, what makes it like, what's the criteria? I asked them on the side. He was like, look, we were doing something that was innovative that they know that they didn't do. And Nvidia saw it and obviously they get a number that they weren't going to refuse 20 billion or what number was. And they took it. I'm like, one week, you're thinking like, hey, we got the fresh thing that nobody's doing the next week. They're saying, hey, you're coming with us. And all working and a lot of investment and dedication of how quickly they deploy in capital, Nvidia is cutting 100 to 300 million dollar checks on series eight rounds. Well, I think that's something that people are unaware of too. They have a they have a division called Nvidia Ventures. They have a venture capital for arm and they I think they said they invested over 10,000 companies. So Nvidia Ventures and video ventures. That's another thing that you guys need to be aware of because the empire is expanding. We met one of the companies that they we met somebody asked what one of the companies that they acquired. So they're acquiring companies at a very fast rate. They might not be public. They might not be talking about it the same way that other people are. But they have a whole division that's solely dedicated to investing in and buying startup companies. And you can argue that the companies that are publicly traded are more deadly because you don't have to go through all the scrutiny and you can onboard a lot faster. Like you said, they got acquired a week ago. He was already in the office. Exit you. It was one of those things. But again, when you start talking about operating cash flow, right. If you look at how they've turned the operating cash flow almost like sixfold over the past six years, you got to do something with that and they've done a pretty nice job of saying, hey, somebody is doing something that we are lacking out. Let's not just say, hey, we'll shun them to the side. No, how can we figure out how we can license and partner together and they're doing it at a different level, a different level. Yeah, for sure. So shot to Nvidia, man. Definitely. I open an experience in Nvidia. They will have a presence at InvestFest 100%. There's a 100% chance of that happening. Oh, yeah. Sure. And we have the co-founder of for sure. Definitely met the co-founder. There were no slight either. Hello. Like crazy. Yeah, I posted that on Instagram and it's, you know, yeah, we met the co-founder of Nvidia. I don't think people even know Nvidia had a co-founder. They just they just see Jensen. So I think that that's that's important to highlight on a few different levels because when we met him, he was just randomly walking in the office. And, you know, we had to, you know, conversation and so I put a post on like not every billionaire needs to be known. And then somebody was like, well, in order to build a brand, you have to be known. So I think the key to this is that different people have different parts to play. So Jensen is the forward facing CEO of the company. He's the one that has the leather jackets. He's the one that's wearing a crocodile. You know, he's the one with Donald Trump every single week. And there's there are benefits of being a celebrity. Let's not let's not act like there aren't. He's famous. So he's he's going to have benefits that the other co-founder does not have. And he's going to have opportunities after all the co-founder does not have. But there's also negative parts that come with it as well. When you a CEO of that in the magnitude, you got to have 24 hours of security. 24 hours of security. You can't do anything. You even what you do have to be checked by the board. You got to get approved by the board to do certain things with the other co-founder. He's just moving the right doing whatever he want to do. It may not have the same recognition, but I'm bothered. He's rich, obviously. Yeah. So it does no need to have two Jensen's. There's no need to have two Steve jobs. There's no need to have two Zuckerberg's or three Zuckerberg's or four Zuckerberg's right. But if everybody plays their part team together, everybody achieves more. That's a major part of you want to be rich and shout out to my brother Dane, but I think that that's something that he never really figured out. Sometimes in life, you don't need to be the superstar. Yeah. Because there's already a superstar. These are facts. I want to say his name correctly. The co-founder is Chris Mahler Chaski. And again, just randomly was walking through the lobby, stopped in to say what's up to us. Was interested in the tour. Like you said, this is a guy. If you do the research on him, it's tough. I remember speaking to Jason, shout out to Jason who visited the tour with him. I'm like, yeah, you ever seen a billionaire in real life? He was like, no, I'm like, you're standing next to him. He was like, who? I'm like, yeah, I mean, this is his company. He was like blown away by it. But it's like that, that that millionaire next door, right? Just kindly casually want to probably go on to get a cup of coffee. But he built this thing from 1993 with Jensen. And here he is. Undisclosed. Like his net worth is undisclosed. Yeah. And locked in with passion, I keep saying like that the dream of making 10 or 15 million dollars of walking away and just sailing way on the beach all day. Like you still need purpose. And the great part is he was alive and thriving. Like you can see the joy in his face being there. I pray that everyone's able to find their passion. But like you said, you have to know when it's a moment in the spotlight, but when it's time just to be quiet and to be quietly executed. Everybody in that building is quietly executed and benefiting from it. Yeah. Incredible. I mean, the gentleman who gave us the tour and inside of the to see the the Rubenship. We talk about Nvidia and the history. You notice that big story about how their employees are now millionaires. Here's a guy who's been there for 25 years. Think about that 25 years. Let's say it took stock options in the company 25 years ago. Nvidia was trading at 25 cents. 25 cents. So a bunch of them said no 40, 50 billion. That's why when they're like, yo, there's no money in corporate depending on what company you get in. If you said I was there in the valley and you stay long enough. Oh, you are crazy. It's probably more corporate million is in our entrepreneur. Million is for sure. And that's another thing to even brand new saying like as far as you know, were you lurking these corporate environments, you got to take advantage of like stock options. You saying like, you know, he took instead of arrays. He's like, just give me more stock options to buy, but then he buys it out of 15% discount. But it's a 15. It's a 15% discount from the 52 week low. It's not even a 15% it's not even a 15% discount of where is that today. It's a 15%, it's a 15% discount of the lowest point it was at for the year. So just do another lot of investment. Yeah, you do that. You do that for a couple years. You put as much money as you can into that. You're a millionaire just off of that. So it's multiple ways. It's multiple ways to, you know, become a millionaire. But I do want to answer a question as far as the, um, somebody asked about their pension. They said, what, what should you do? The first thing you should do is sit down with a advisor before you, before you do anything, because that's a very big decision when it comes to pension. But one thing that people don't fully understand with a pension is that a lot of times you have a option of actually taking it in full and rolling it over to an IRA. And that's important because once you make a decision for a pension, you kind of lock them for life. So if you're a firefighter or a cop or a teacher or something as a union job, you might have a million dollars in your pension and then it's like, okay, you get the option of taking $2,500 a month for the rest of your life for $2,500 or $3,000 a month. But it doesn't go to your beneficiaries like they give you like four different options. But another option, a lot of times is that you can actually take full control of the lump sum because what they're doing is just a mathematical equation. That's how they calculate a pension payout. It's a large number and then they have it invested and they say, okay, based off of this million dollars we can afford to pay you $2,000 a month. But while they're paying you $2,000 a month, it's like a bank, your money's invested. So people don't realize that. They don't think that they actually, they don't know that it's an actual lump sum. They think, okay, I'm just going to work and I'm going to give 50% of my salary when I retire and I'm going to get $3,000 a month. But that $3,000 a month is accumulated number that has you you've actually accumulated from the course of 30 years of you working. And you could potentially roll that over into a self directed IRA where you actually have full control over that whole $1 million as opposed to taking a couple thousand dollars a month. So make the best decision for you and your family, but be fully informed because once you make a decision with the pension, it's like you can't really change it. Yeah, finally important. Let's talk about real opportunities versus finesse. How do you know the difference? And not finesse two times. Sure. He's going viral. He's going crazy right now. Water bottles. I think you guys have you see that one. Which one? When you say if you hit hard enough, you knock on fight you. Finances start. Finances are still like a lot of trauma, a lot of pain, but he is hilarious. You guys had a great interview with Dan probably one of your more technical ones and which I love. How are you able to differentiate when someone approaches you and gives you a pitch that between an investment opportunity that's good versus one that you probably should stay away from. I'm not going to say what I want to say either. I feel you. A lot of times it's intuition of what you're like is intuition of like you kind of, you know, see how professional is this? What have other people? That's a lot of it is really it goes back to. Whether you're dating somebody, whether you're looking for a capital, whether you're looking for a job. Nobody wants to be with somebody that nobody else wants. That's your point. So if you have all the people that invested in it, then that's that's going to be, you know, encouraging. Yeah, true. Yeah, looking at who the limited partners are. The approach is always is always important to me, man. You know, like you said. A lot of people will come up to you at the most random place and try to pitch you something the intent. I think the most important thing for me is what is what you're building serving a purpose that can scale. And usually that has a technological component. I always tell people like, what's the tech component? How is this going to scale? How can this help a million potentially a hundred million potentially a billion people? It's so tough, man, because we have ideas. But a lot of them need to be grand. I feel like we we've kind of had a limited approach in our ideas. So I would encourage people to think large things large scale, think large scale thing big and presented in a manner that makes sense and a time that makes sense, right? Like you catch us at the gas station, probably not the best time. I mean, if we're eating dinner with the fam, probably not the best time, the best bathroom. Yeah, Airport bathroom is crazy, but it hasn't been a minute. No, bro, I know you washing your hands, but like. So that, that is something and it's kind of like, wow, we've, you know, we've been with CLF a little bit, you know, they kind of weed all that out. And then we get to sit down with the leaders of companies that they're interested in and figure out who the leader is, what his vision is or hers is. And again, can it scale? Does it have a technological component? Is it something that we would be using? I think are all factors when we were talking about is this a real opportunity or it is just trying to finesse this. But also, that's nothing brain. We're talking about nothing. That's quite the next thing that we probably will, you know, bring to the community as far as real real access. Time out on the plate. We're gonna run flex again, but TV time out back to you, Rashad and Troy. Yep. Alright, with that being said, um, oh, Jackie, the person that you're investing in capital into matters of hell of a lot. And for those of you who are trying to deploy capital being, whether a series A or C, the round needs to be hard to get into. If they're too elated and a cap table is too wide, probably not the best. That's tough. I mean, even that's tough, right? Cause especially like us. It's tough for people to raise capital. So somebody's got to believe in you. Just can't be first. I just can't be first money in. I'm all money in for sure, but first money in hell. No. Can't do it. Sorry. I'm leaving. I'm leaving. I'm leaving. I'm leaving. I'm leaving. I love. Let's do this. Let's talk about Nancy Pelosi. Before that, um, invest fast. Get the tickets to invest fast August 7th to August night. Get your hotel block because, um, it's limited room. So make sure you get your hotel block this will sell out. Get your vendor booths. If you're interested. But, um, just know. We actually, um, secured something yesterday. Um, that's big for the city of Atlanta. Let's just say that. Um, first time we ever does something like this is going to be big. A pillar. Let's just say this. Mount Rushmore of Atlanta. Yeah. And VIP night will be a black tire fair. Please remember. If you do not have the appropriate garments, you will not be, um, allowed in. Regardless if you have a ticket or not, I'm letting you know in advance, respectfully speaking, respectfully speaking of course. And shout the nods, man. Once again, that was real proud when he was like, yo, nothing's like your investments is the biggest thing in the world. So that was real. That was a dope moment. You know, when somebody that you looked up to your whole life actually has that level of admiration and respect for something that you built. So salute to Esko for giving, giving those words of encouragement, man. He was like, yo, to invest fast. That's what I was the exact word. He said, invest fast. The biggest thing in the world. It's crazy. It's crazy. Like I said, surreal. Major key speaking of major keys, Nancy Pelosi. So we want to envision the next place, the next place we're going is Capitol Hill and the greatest investors. You can argue or not. Yeah, in Washington, when you see some of these politicians, portfolios and what they've been able to accumulate since they've been in office is historic. And she's probably the top. She's up there when they come. She up there. Her portfolio, um, it's become legendary for sure. Like people, people track her portfolio whenever they, you know, because they got announced different moves that they make. So, um, she reports, uh, not 69 million of new stock trades. So, um, yeah, they released the information 69 million in stock and options activity between late December 25 and mid January 26 on one month. She did, uh, 26 million dollars in stock trades. Yeah, on to legendary. So we'll talk about that. Yeah, I mean, so I got the option straights here. And for some of you, this is going to be a whole learning lesson, but we covered this at the last mile last year. Her trading strategy is very unique. Um, and it's something that if you have capital, it makes a lot of sense. What she does is, and I'll tell you the companies that she invests and so she bought 20, uh, Google calls at a 150 strike for January 2027. She bought 20 Amazon calls for 150 strike for January 2027. And she bought 20 and video calls for 100 strike for January 2027. Right. So she's going out. These are leaps. Right. This is out till next January. And if you listen into those prices, you're santing yourself, hmm, Google has passed 150. It's way past 150, right. It was at 331 last week. Amazon has passed 150, right. It was trading at 240. Right. Like Nvidia is at 185. She's buying a hundred dollars straight. Well, here's why. Right. And option trading. There's something that you call out of the money, which means that you go over the price that is currently at. Uh, and then you have in the money, which is kind of like floating around with the the equity straight in. And then you have deep in the money. And what she's done is she's done deep in the money calls. Why couple of reasons. Okay. The equity has far surpassed the strike, which means that the intrigues value, right. It's not speculative. There's already value built into it. Right. Nvidia has already passed a hundred. Okay. That's the first thing. The next thing is that the decay that happens. Right. So in contracts. When we talk about exploration dates, there's always decay, right. The, the, the, the data of like the Greeks when you study option trading. There's less sensitivity to it because again, it has already passed a strike. So let's say Nvidia is trading out 185 now. If it pulls down to 179. If you're near the money. That time decay. Right. You're going to see a, a volatile move. When you're deep in the money. It's a move, but it's not as volatile. Here's the other reason she doesn't. Okay. This is, this is the real reason. Let's say Nvidia moves from 185 right to 187. That's a $2 move, right. $2 move if you have to stop. Right. So that's great. You got some shares. Each share grows by $2. In the options call. If Nvidia runs 185 to 177, you're talking about maybe your 3x on that percentage, right. But she's deep in the money. So that percentage is a little bit greater. So she actually has protection on the way up and safety a little bit on the way down. So less decay. More upside in transit values already built in. She's been doing this year over a year. Leave after leave. She buys deep in the money calls. And the reason is because she's already built the value. The wind is kind of built in and she's protecting herself one away down. It's a great strategy. It's more expensive to buy deep in the money calls. But at this point, she just runs into repeating. And I think for us, we look at it and say, Hey, yes, it's expensive. But more importantly, what are the companies? Google. Yeah, the quality. The companies that she's choosing make a lot of sense. And so it gives us again, if we're thinking about confirmation, like those signs, those catalyst events. What are the people watching to invest in it? Let's see. Right. Let's let's go to global trends and see what they're trading. And if we start seeing those companies over and over, oh, they know something. We got to just follow the money. And for those who are not invested in the option, can I get prices away on an equity site? Yeah, let's do it. Google entry will be 285 46 is where you will want to enter Amazon to 23 17. And in video 173 65 so 285 46 for Google 223 17 for Amazon and 173 65 for Nvidia. And she also stole stole stole. Yeah, she sold 45,000 shares of Apple. She sold 20,000 shares of Nvidia and Amazon. She sold 10,000 shares of Disney and 5,000 shares of PayPal. I'm not mad at some profit taking. Yeah, you never lose by taking profit. Yeah, I'm not mad at her taking profit off the table. She also purchased 25,000 shares of Alliance Bernstein say the companies that she sold. Apple and video, Amazon, Disney, PayPal. Okay. So Disney, well, Apple and the time that time frame and what she sold hit it's all time high Nvidia, it is all time high and Amazon hit them all time high. PayPal, Disney, not so much. But those for sure. That's great profit taking on us. Yeah. Yeah. Okay. Nancy Pelosi. And that's just her. Her husband has his own portfolio. Yeah, her husband, he, he the one. What? Difficult gain a plane. A quick quiz question of the week. Who is a top political trader by percentage put it in chat. I want to see if you guys know who know is number one. Nancy's top five, but percentage wise is the number one, put that person in chat, please. Let me know if you guys been doing a homework and research. Shout out to B. You got a baby today. Oh, B's us. Shout out happy, man. Yeah. Okay. Congratulations. My brother. Oh, bless. Yeah. Oh, bless. I got through the text after this. Shout down. They said MTG. Who was Margie Taylor Green. Yeah. The Pelosi way. Okay. Who is it? I want to put it in chat. Oh, they have, they have not put it in the chat yet. I see them getting close mode. I see that the Tommy tub was. I know he's a top 10. They're going close. Yeah. Yeah. Can we give, can I give them the site? I mean, you've given it out on marketing. If you go to capital trade, capital trades, I know bar chart has it as well, but capital trades is a site you can use bar chart is another one. And it literally will put up the ticker. Like if you put the tab, it'll show you exactly who's done what and who's leading. It's like a whole thing. Yeah. Whoever gets it right into the show, I'll catch up you. Do your homework. So, let's talk about Morgan Stanley's top stock picks. There was a six in his list, AMD, Costco, Southwest Airlines, Cummins, Palantir, and Visa. The three, I love the most out of this group. AMD, I think they're performing incredibly well, Costco, which I highlighted earlier. But the third is a sleeper. And that's Cummins Inc. I feel like the market is running up so much because we're back risk on, but they are a gym of a company that is really underappreciated and not talked about enough. I still love Visa. That's definitely one of the ones in stock. Well, Palantir, we know we talked about endlessly. I don't like the profit margin so much. But if you look on the electric power generation side diesel power services company, they are going to benefit from this AI boom as well. So, AMD, Costco, and Cummins are the three I would pick out of this list, but I still love Visa, hell of a lot. Southwest Airlines, I wouldn't touch right now. I wouldn't touch. But I'm with you. I think AMD reports, I believe next week. Obviously, love them. It's almost a year to the date from when we talked about it last year, and it's gone on this 125% increase since then. AMD is going to be great. The CPU margins are going to be great. They're cracking to the GPU space. Love them. I got visa as well. I think it's had a national key pullback when we talk about regulation and deregulation in the world of fintech and finance. They'll play a role. Their global expansion is something that we love. Obviously, when we travel a lot, I mean, it's a must-have thing. Do you have Visa? I don't want to say "pound" here, but the way that we've seen them kind of consolidate a bit over the past six months is an interesting story. We concede that the administration is hell bent on using new ways of technology to stir up the world. In fact, did you hear about the, I don't even know what they called what they used in Venezuela? They were just like, it's a weapon that nobody has ever seen before in every year. It was like some sound. Pound is, it's just, I mean, from a moral side, I don't know if I invest in it. I think they're going to have a pretty solid year. Those will be my three for Morgan Stanley. AMD Pound to Visa. Yeah. Okay, let's talk about how to be honest. Yeah, yeah, yeah. How nine or five investors should properly invest? I like this question, and I know it's been presented a few times. How do I properly access profits or investors are nine to five investors? This time frame has to be the same. Find four company's hole for five years on DBA from that. I know it's not the answer that you want to hear, but like you, if you're not willing to hold for half a decade, you don't want wealth, you want to flip. I'm not in the. Show you how to flip because most people don't have enough discipline for that. But if you hold for five year period, you're doing incredibly well. If you've held something that I recommended for five years and made money, please put us in check. I know some want a short term, one year answer, and we're back in the gamification of making everything a meme stock. So I did it, but the easiest way to get those higher terms is to hold four or five years period. So I hope this helps. There's no difference between if your institutional investor fund a fund to me nine to five four time trader, you have to have some positions long term, and if you're not holding for five years, you're gambling. Truth be told. Yeah, I know you want to argue with it. Some of you want to argue with it, but those outsize returns of the returns, the Bitcoin have gotten over 10 years in the video gotten you can't get those unless you're holding four or five or six year period. So hold for the long term. Hold for the long five. Do you ever, this is interesting, right? Because I feel like what's happened is we've created portfolio where you have shares, right? And if I have shares and I get options contracts and any profit comes from the options, but I never really take profit from the shares. Is there any point, do you, like, you know, like I used to say like a percentage, if we go over 100%, we're going to take out our initial profit and we'll let the runners run. Is it just keep in the portfolio, right? Like do you just keep, I got 2000 shares of Nvidia, I'm keeping it for the next 10 years, or is, you know, what Nvidia has grown by 200% since I purchased it. You know what I mean, like, what do you suggest for that nine to five investor? I don't want to give the training has considerable risk, please consult your advisor. Just because it is happening for some text stocks does not mean that it will happen for all, but if you hold for a 10 year window, you could be up 5,000%. Well, some people are cutting profit off too quickly and like, well, wow, I got 2,000, 3,000%. The other part that they don't tell you, and I've done this at every investment in my presentation. They always tell you that long term investing is born when all the wealth accumulation happens in 5, 10 and 20 year cycles. So, would you want to miss out on a 10 year Bitcoin run, a 10 year Tesla run, 10 year AMD run, 10 year Nvidia run and be up several thousand percent? No, and as a person who, and I'll tell you, it's really hard to sit on equity and not buy shit. I know, but there's nothing better than if a deal doesn't go through. It doesn't matter. It doesn't matter. Now you have all the chips in your favor. A lot of times, we say, and I've said this before going back to 2020, you can't tell me that you want generation of wealth and you won't hold for your generation. Somebody's going to finesse you out of your spot too early. So, one of the best things I've done in my portfolio, Zander's portfolio, it's just hole for a long period of time. And that's why a lot of time when people like all things are going well, it's the discipline of holding that gives you the freedom to be able to say what you want and do what you want. So, I get it, behold for the long term, maybe take some out in a five year period and be disciplined with the money. But to take the money, I just go blow it on bags and go buy Balenciaga and because you want to go buy a car and you want to spend some money on your side piece, I don't want to hear that. I don't want, if you don't like to ask, I was rich when you all met me, I don't care if you like the answer or not. This is the truth. Even in video, you're looking at some of the smartest people on earth to ever be in tech and they've been holding for 10 years. You can't take the shortcut just because you want to f off your money, I'm sorry, I'm sorry. I think that's kind of like one of those core principles is like, if I have an option on the company, I must own the company right because I believe in this future growth. And so if I believe in this future growth, then I can take a leap on this, which is why you see TSM in the portfolio the time which is why you see a video, you see meta, you see Amazon, that makes a lot of sense. Yeah, I mean, on the future side, that's what it's for for thinkative is like income, if you will, but or cash flow, but on your long term portfolio, you want to hold it like you guys having sold the IP to invest fast. There's a reason why it's more valuable in 15 years than it is if you sold a year or three. Trade, if you need cash flow, I'm not mad at that before the equities and hone us minimum five years, ideally 10 to 15. So gold, gold, gold and silver was up again today, back a little bit boy was up again today, all time high first time ever gold over $5,000 and silver cross 100. Yeah, we're talking about this with Mike Nova grads last time we saw Mike Nova grads, if you don't know him, he's a billionaire, remember his name. He's one of those. Gold just keeps going so now everybody's looking at what's next copper. And again, just being on the tour, right, if we looked and for a lot of people was the first time that they ever saw a GPU rack, right, and when we open that rack, you looked inside the end. I think we were standing next to each other, they're actually showing them the components of what goes in this rack, who's making racks, who's doing the liquor cooling and inside of each rack, what metal was in there copper. So, copper, copper, copper the metal, if we're talking about expansion, especially inside of data centers, especially inside of GPU racks, whether it's Google making them or video or meta, that component is inside there, right, because we're talking about conductivity copper is one of those metals that produces at a high level copper will play a part in that if you look at some of the ETFs. Don't really like them individually in terms of copper mining companies, but if you look at the ETFs, there's a couple that have gone over 100% over the past 12 months, so copper is there. I mean, if you look at the cost barrier, right, it's relatively cheap at this point, but there's a case for it, right, like you can see the case, you can see the build out, you can see part of the AI story, copper is part of it. So, it's something that we definitely should watch people know watch list, if somebody wants to buy gold, should they should they wait for a pullback or should they just what should they do. Wait for pullback, I mean, if you tune in next week at the same time, I will give you the exact price we're to invest in GOD and gold features next week on market Monday is back to you trim shot. There you have it, it's going to get the price of my goal, because if you think about it, I mean, you think it would have pullback drastic pullback, if you know, some level of government stability happens, what that doesn't look like. At least three years, for at least three years, yeah, for at least a minimum. And even then after that, if you follow the money, they're putting their money into a few candidates that could win next time around. So, as long as this as long as this continues, you would think gold will continue to go up. I'm going to give out some some copper ETFs to put on your watch list. First one is COPX. COPX is global X copper minus ETF. And if you look at that chart, man, 125 percent 12 months is not missing that. Second one is CLPP, sprout copper minus ETF, another one 100 plus percent over the past 12 months. And then CPER, United States copper index one. Yeah, put all three of those on your watch list. If you're looking to get into the copper space, obviously that AI story, it plays a role in it. And United States, man, we, what we spent $1 billion over our minimums, $1.6. Yeah, okay. Yeah, this something is a story there. And while we're talking about returns, 10 year return for Nvidia is 20,000 percent return Netflix 85% Amazon 2100%. Google 2100% Apple 1000 Microsoft 1900% Tesla 2600% for 10-year hold. Put it in chat. You deserve to be wealthy. I know you want to get rich, but you deserve to be rich too. But if you want to be wealthy, you got a hole for a 10-year period, got a hole. You're not customizing your advice because you want to take your vibe out to Miami. Sorry. Hold for 10 years, my boy. Sorry. Listen to the first time. And do remember to the damn video trip. That's never actually been done before. So, um, another nobody, what we, what we've been able to do, nobody has ever been able to do. That's another thing that they haven't been able to figure out. And, and there's more. It's like the pyramids. They still don't really know how they built them. They still don't know how they built those pyramids. They still don't really figure. If you really think about it, you start with an iPhone, and then you just get 25,000 people at an event, and you get to go to Nvidia, and then you get to talk to the Vice President, and then you get to have a New York Times myself. You still really haven't been able to figure out how that would happen. How all this happened? How did it happen? Aluminati? Perhaps. Secret society trying to keep that eye on me. I'll tell you how God did. Oh, God. God did. Mastery of your craft. God did. And also, if we can be honest, play long-term games with long-term people to get long-term results. Relationships. Relationships is everything. Relationships is the key. That's the key. And there's a thesis about this. But we were able to accomplish that. Only happens 'cause relationships. This isn't like, "Hey, I know it's like you got into that." There's no ticket for that. In fact, if you try to Google it, they let you tour the outside. Like, you can drive around the campus. Nobody's going out inside the campus. But. Please get off the property. This is a private community. For real. For real. Okay. We got a surprise for you guys. Before let's just run through these last two real quick. What's the best research tools to follow for people that want to learn about investing? If you want to know how to follow the money, it's three sites that I love. One is Fintail.io. No relationship. No affiliate, anything. Just Fintail.io. And go to institutional ownership. It's one of my favorite sites to see where big money is going. Number two is moneyflows.com. And the number three is oldschoolvalue.com. So those three are the three that I look at every week to see where the big money is flowing in and out of. So when you talk about circular investment and sector rotation, you can start to see where the money is flowing there first by using those three antenna. I'll give it three. UILU. Please bear with me. I know like this is something we've been using. Investors business daily. Is an incredible. Use that every single day. So you can alpha, variance, Wall Street Journal. Estimize. And there's a few others, but I won't give those away just yet. But that is that is a good core right there and follow the money, follow the money. And then I'll give it and because what we knock on through is act like we haven't already. Like we're not going to miss. We're not going to play this game. The book is called you deserve to be rich. The show is called earn you leisure and is also called market Mondays. The institutions if you want to be part of a community is called red pendant you are university. We're not going to act like we haven't already created the answer. The answer answer answer answer. There's a time to be modest. What we're not what we're not going to do is look past the solutions that we've already curated. Talk to him. Talk to him. That all the best what we got. Let's run it down. All right. Well, I'll run it down for you. And this is this is okay. And maybe we can all go back and forth with it really quickly. We got the battle of the best micronverse Palantil you got. I'm going to micron for sure. Not only for political reasons and spiritual reasons, but just pure return. I'm leading it on micron. What about you? I think it's safe to say that I'm going to go with micron. I see some people in the chat saying that they would stay invested more in micron. I'm still there. My Marie is still going to be a story. We're not done yet with micron. I'm going with micron. Let's go AMD versus Intel. I think I think I got a fair understanding here. What you got? I know AMD has had a precipitous increase the last eight weeks. Despite that 13% drop last week, I won't rail on Intel as much as I used to. I still don't think the quality company, even if Trump and Baron Junior would benefit from it. I'm definitely going AMD. This is interesting because when you're washing a company, you actually appreciate like we saw Intel do from being at 27 now. I think I got up to 50 and you understand that the government is investing in it. But you still know down like deep down like the core principles of it. It's just not really good, which is why you saw them drop 15%. AMD has been in the portfolio from the beginning. It will remain in the portfolio. We got a bunch of clothes on that. I'm going with AMD. Let's do this one. For Seagate, Seagate is an interesting one. We talked about that in the memory space. This is tough. I like both, but I'm a lean on Seagate. I think the memory story is too big. This is such a well-run company that is like a hidden gem. I'm a go with Seagate. What do you guys think and what do you guys think and chat? I'm with you on Seagate. I feel like when we were talking about this for the past two years about memory and memory, we were early. It felt like it was a thing that our community was really locked in on and focusing on. Now I see it everywhere. I see it on Instagram. I see it on CNBC. I feel like everybody knows that this is happening. I'm curious to watch how the space moves. I don't know if we're going to have those quick run-ups that we've seen in Seagate and Western Digital. San this is another one. I'm interested to see what happens here. I know they got earnings coming up. We'll talk about that. I'm still going with Seagate here. We've got one more ticker, ONDS versus NBIS. Is that Nibius? Yeah, Nibius. I got to check it out for this one. I like Nibius in this match-up, but only if I can get it at $25.64. It has to be price-specific. There are other ones. I would be fine. Dollar cost averaging, but Nibius has to get it at this particular price to be OK with it. But I have them as the winner of this one. All right. Nibius or core weave? Same space. That's a great. That's a good one. It's a wild card. Both are price-dependent. Yeah, both are price-dependent. I would have to get core weave at. The stock club don't kill me. We probably shouldn't care because it's not a matter. I'll give context to it. Nibius signed a deal with Meta about three months ago to provide sort of that data for companies. The same way that core weave has worked with Nvidia. Nvidia actually owns a percentage of core weave and provides it with its GPUs. Similar spaces, similar functions. I guess it comes down to preference at this point, right? Yeah, I would have to get it at 68.93. If I can get it at 68.93, yeah, they're washing them. Of course, because of the added incentive of the Nvidia investment. I think they'll shoot back up to that 187 price anytime soon. No, but if I can get it at 68.93, I can pretty much. Guilty by the summertime, it should be at 140. I'll be happy with that return on investment. All right. All right. So now we got something that's very important. Very important. Very, very important. And the one thing that I missed when I was giving those references is investments also. You need to go to investments if you really want to take your education serious. They still haven't figured out how that's been able to get pulled off either. Well, I tend to have access to that. He said, "How do you do that?" He said, "One of the most powerful people in the world." "How do you do this? How do you do it?" But that being said, this is important segment. This is a very important segment. So can we bring our guest up? Hey. Hey. How are you? How are you? Hi, guys. How are you? Good. How are you feeling? I'm feeling great. I'm just a pleasure to be here. And so much fun to listen to you guys. This is great. It's not only is it good stuff. It's interesting and fun. I love the way you present it. And I'm like, yes. Okay. I'm right. I'm taking notes right here. Thank you. Thank you. So this is very important. Okay. Lisa Blackwell. So all right. Some backstory. If you follow in video, you know that day. Every year they come out with a new chip. And they named the chip after a historical figure. Like one of the top scientists in the world. Somebody that has contributed to artificial intelligence. Somebody that, you know, like a pioneer in the space. Last year, Chip was named Blackwell. So Blackwell before Ruben is this year. Ruben hasn't come out yet. So currently Blackwell is the most advanced chip I've ever created. Now, the interesting thing is that Blackwell was named after David Blackwell. David Blackwell is Lisa's grandfather. Correct. This is a very interesting story. And we're going to play a visual to talk about it. But before we play the visual, can you just cue up? Can you cue this up for us? Sure. So you're about to see ten minutes of what is a concept real for the documentary that we're creating about my grandfather's story. And it really has a little bit of the sort of linchpin that everything turned around on like when I start digging into the story and what I discovered. And you guys are getting ready to see sort of what that looks like. And again, this is the concept real for the documentary. Let's play it, shall we? National Medal of Science, too, David Blackwell, University of California, Berkeley. I would like to introduce you to a very, very big GPU. Name Dr. David Blackwell. For fundamental contributions to probability theory, mathematical statistics, information theory, mathematical logic, and Blackwell games. David Blackwell was it a great amongst greats. He was the great, great, great mathematician among great mathematicians. Blackwell was a pioneer who was ahead of his time. I thought I knew my grandfather. Eggs had done. My teenage at dusk in a 5% dividend man all the way. Years later, Nvidia named their platform Blackwell. That's when I start digging and discovered my grandfather professor Blackwell, architect of the mathematics behind artificial intelligence. A lot of his ideas really cause people to rethink how do we interpret data. There are many, many standard tools that people use all the time that are named after David. Blackwell spaces and the Rao Blackwell theorem. Blackwell nowadays is known for what's called the Blackwell Rao theorem. Sort of like saying if something happens frequently enough, you should be able to kind of predict what's going to happen next. However, there might be some bias in some of that data. That's essentially what the Blackwell Rao theorem tells you, is that there's a way you can kind of estimate what should happen, but then minimize the bias that you would have there in the data. And this is an amazing approach to doing statistics. If Blackwell were alive today, he would certainly be the one to raise up his hand and say, "Look, there's bias in AI. There's bias in the training data that we're using." And we really need to think about minimizing these as more and more people use these models. I was very clear that I was going to be a school teacher. My father had a friend who was on the school board. And before I finished high school, he already told my father that if I went to college and got a degree, he would get me a job teaching. And this was in the depression, and it was a great relief to me and everybody else when it was clear, but my future was going to be. After I got my bachelor's degree in three years, I decided to spend my fourth year getting a master's degree. But then at the end of my fourth year, I was encouraged to apply for a fellowship to go on for a PhD, and I did. And then, of course, my objective changed. There were perhaps 25 awards. 22 of them required teaching assistant responsibilities. Three of them were pure fellowships. And everybody applied for both things, and the lucky three got the fellowships. And one of my colleagues who also applied told me that I was going to get one of the fellowships. And I said, "How do you know?" And he said, "Well, they're good enough to be supported and they're not going to put you in front of a classroom." And he was right. They were not going to put you in front of a classroom because? Because I'm black. David, you know, he was a black mathematician. And there are no black mathematicians that would that it were, but they're very few anyway. What was that like to be David Black? Well, I never could get him to talk about that. Anything about what his experiences were in Berkeley. He had the problems of not being hired in the 1950s because the wife of the chairman of the Berkeley NAF department said, "Well, I wouldn't want to see us hire somebody that I couldn't invite to my home." Yet, jersey name, and realized that David Blackwell was David Blackwell and did hire him over these awful people's dead bodies. But to try to get David to tell any story of that sort, he just wasn't a negative person. My grandfather came to UC Berkeley in 1954. That was the same year that the Brown versus the Board of Education came down 1954. And my grandparents are driving across the country with their seven kids. With the green book, there was this book that they had to use to get across the country so they knew where they could sleep, safe places that they could sleep. And when he got here, he wasn't offered the customary hospitality. And so he went and they didn't have housing. They slept in Tilden Park for two months. And he would go commute and teach at the school, seven children. When we traveled, then we did travel a lot in the car, in the station wagon. When we were traveling, he would have a map and he would give each of us a map. And he would have gasoline estimates, time estimates for all of us going to take us. Estimates for how long we go to the bathroom, estimates for what the traffic was going to be. But along the way, he kept us all engaged at our own level. And it was remarkable to have children ten years apart, one is very young, the other one is much more mature. And still keep them all engaged, they somehow felt equal to the challenge. It was just reflective of his considerate manner of teaching. Your grandfather was the most delightful, friendly, warmest person. I just remember him with a smile on his face. All the years I had heard people talk about David Blackwell. They never talked about him being angry or bitter. Most importantly, they never talked about him saying anything negative about anyone else. And that, I think, truly is a testament to his character. What I strive to do is to really say, maybe things have happened negatively. But let me not try to dwell on that. And let me try to move forward to say what are positive things that are happening and what are ways that I can make this world a better place. You have arrived at a developer's conference. There will be a lot of science described. Algorithms, computer architecture, mathematics. In March, last year, Nvidia unveiled its most ambitious GPU architecture. We named it Blackwell, in honor of Dr. Blackwell. Today, we're witnessing the dawn of the AI era. And the Blackwell architecture is the engine that's powering this new industrial revolution. We strive each day to honor Dr. Blackwell's remarkable legacy by bringing the promise of AI to industries, developers and researchers worldwide. Specifically to African Americans, I would say, don't consider your race as a handicap. If you want to go in a direction, go in that direction. In other words, make decisions on the same basis as if you were Chinese or white or anything else. Don't worry so much about race. It's going to be a factor. But let other people worry about it. Don't you worry about it. David Blackwell was the epitome of excellence. We had a booth at a math conference. An individual walked by, he wasn't a black mathematician. He pauses at the table, looks at the picture of Blackwell and is very confused, and then says, you know, I'm a statistician, but that picture can't be right. David Blackwell wasn't black. So I asked him, so how were you convinced that he wasn't black? And he said, well, there's this Blackwell Ralph theorem. And it's an amazing theorem. It just never crossed my mind that Blackwell could be black. So imagine if David Blackwell didn't have to be hidden 50 years ago. If he wasn't hidden 50 years ago, what would STEM look like today? What's it going to look like tomorrow if we don't uphold his face in those like him? Yeah. Wow. Yeah, you're too hard. Wow. Thank you for having me. It's incredible. Watching it, talking to you, getting to know you over the past few months has just been incredible. The chat is going crazy. You know, we don't need a month. So we don't need a day to celebrate our history. We make history every day. And I'm so happy that you put this piece together. And just for full contact for people, like, you know, it's interesting because we talk about AI so much. And who really knew that one of the forefathers of artificial intelligence was black? And held in such high regard in the world of science that the largest company in the history of the world, which is NVIDIA, named their most advanced piece of software ever after a black man. And, you know, once again, it just goes back to, I think you said this at NVIDIA. Like, if he was well known, what would that do to stem in our community? Because we aspire to be things that we see success in. So we aspire to be athletes and entertainers because we see success in that. It's not just because we're talented in athletics and entertainment. We are. But we're also talented in math and science, but we don't see. We haven't, we haven't been exposed to that. So that's not something that we aspire to be. But what if, what if his story was so well known? How would that potentially change the trajectory of young people wanting? Knowing that artificial intelligence was practically started by somebody that was black? Yeah. Lisa, it, you know, we had this call and just, I mean, when we talk about relationships early in the show, this is just one of these relationships that was kind of just like God, right? Like, I remember we had a call and it got emotional for his sec because unbeknownst to you, we were already going to NVIDIA, shout out to our brother, Tui, and I know Noel's on the check-in. They were like, hey, Troy, there's this person that you guys should meet. I think she'd be incredible. I'm like, who is this person? I saw the deck. I'm like, oh, this is, this is a great story. But when we connected, I, it was fresh off of the investments. And I was like, there was this message that I got from our brother Marcus Rosere about, you know, being who you're going to be so somebody else can be who they're going to be. And when I relayed that message to you, I said yes. Jensen and Chris, the co-founders of NVIDIA, named the Chip Blackwell, they did their part. They may not have told his story, but they did their part so that we could now do our part. I want to know what this moment feels like for you, obviously being on the campus, being there, meeting the co-founder. What was this moment like for you? You know, I want to say that this moment right now is bigger to me than that moment. This moment to me is bigger because this is my community. This is what, this is who my grandfather cared about. And these are the people I care about. And so this is bigger. And to see their excitement about this, that this moves me in a way I cannot express. But to answer your question directly, it was interesting. It's a full circle moment in so many ways because I just want to put a finer point on something you said earlier, where NVIDIA has a history of naming their products after accomplished scientists and things like that. Well, Vera Ruben, who's the next one, she's actually an astronomer. And then another person, they're just different people who have made profound contributions to science. He's the only one who's really done something in AI specifically. And part of the reason is there are only a few of them. And most of them just like Claude Shannon is one. And I think that's what Claude is named after. But so he came in there and saw what they had, what they're creating with his work. It's just so powerful. But it's also something else because nobody knows that he was there doing it. So it's two things at once. When the film is documented fully done, what's the desire you have for the community after they finish watching it? Once again, thank you for being here. I almost have tears in my eyes because so many of our stories are hidden by design. But what's your end goal that you want to see happen for us after everyone watches the full documentary? Thank you for asking that. I think part of what my vision for the documentary is is what's happening right now is for the light to turn on and for realization to happen and for people to know the story and to change their idea of who belongs at the table. Not only who belongs at the table, who built the table. So there's that, right? So that's part of what is important for me for some of the documentary. So part of that is happening right now in this conversation with your very expansive viewership. And the question you ask also goes to the name of the film. It's called Game of Genius. So we've never had an official face of a genius who was black. It's always like, if you Google, what is a, you know, genius? It's like this, you know, old white man. We see Einstein. We see these people, right? So one of the, the, the name of the film is called Game of Genius. And it's because who is named genius is really a game. It's a game of perception of who, of who we are holding up as geniuses, right? And in his day and time, the game was to suppress him in different ways, right? And you'll see that in the film. It's called Dynamic Programming, almost every, you know, it's a very common concept. My grandfather created it. And then someone else later on coined the term and got the credit. So that's separate from the, from a lot of some of the decision sciences. He did so much. So my vision for the film is for people who are young and old and all ages to see his face. And know how profound his impact is on the world today. He is a founding father of all the technology, all the decision sciences of what we're doing right now. And I want everyone to know that and see a black man's face there. Yeah, can you talk about that, because you talk about it even on the video as far as like his work is a lot of like predicting what's going to happen in the future, right? Like that was a large part of his work. And like the thesis that he created. So can you talk about like his his work a little bit? Yeah, I can. When let me say this, do you mind if I back up and tell you how I kind of discovered this a little bit? Of course, yeah. Okay, so and that'll help answer the question, but so when Nvidia named their product after my grandfather, I really wanted to understand why like what was going on. And in the process of trying to understand his story, I learned his story and no one else had really put it together. Like if you Google him, you read his Wikipedia page, it's a list of accomplishments, but it doesn't put him into context and tell you how they connect to each other and what they're actually doing and what they mean. And what happened was, so one time I'm talking to one person doing that, you know, interviews and they say, yeah, you know, he independently created dynamic programming, like they just dropped it in there. Like I was like, wait, what? And so I researched that and I go to someone else and and these are like giants in the field, right? And I talked to this guy named Michael ale Jordan. He's literally the Michael Jordan of AI and like everybody's like, oh, he's man, he's a man. And he tells me goes, oh, yeah, you knew your grandfather. It was a Blackwell approach ability created the field of online learning and machine learning. It predicted it. And I'm like, what were you talking about? And then another person like all these people who are Steven Stigler at University of California says, you know, your grandfather predicted AI. And I'm putting it all together. And I'm like, wow, this is crazy. And so I start asking people and I'm like, did he kind of, is he like a father of the modern age? And they're like, yeah, you know, so we put it together. And then so I'm digging, digging. So what was his exact role in it? And he would make some unique and interesting, a lot of things, but one of it is that he worked in so many different fields and he created this, this foundation of work. But when you look at it all, what he's focusing in is how to make better decisions when you have a little information and things keep changing, right? And that's like what you guys do and what your audience wants. And he was really focused on is how to make better decisions so you could have a better life. And that's, and he went from discipline to discipline and looked at work and tried to figure out how to do that. And what he would do is, when people talk about first principles, he would say, this is the problem. He would strip it back. And he would come up with these most simple and elegant theorems that they can be applied across anything, financial modeling, AI, predictive patient analysis, automatic, driverless cars, all these things, you know, is this spam? What should you buy or sell? Like all these things, not with standing in discipline, that have discipline first where you buy or sell. Not earlier, but notwithstanding that, just the judgment of like when to do it, how to do it. So he actually created formulas on how you carry things out and so that you can keep learning. And so what they do is they use his formulas to figure out like what's the most likely thing to happen when you get new information. It's interesting because I mean, before we have a met in person, like I knew when I saw you, that's her, right? Because when we talk about legacy, I think black well legacy, I didn't video will live on forever. It's during its era, if it becomes the largest market cap in the history of a U.S. company, right? It got over up to $5 billion in growth. I wonder now, right, because as you're learning about your grandfather, being a mother now, having children, what is the, what is it like for the family dynamic, as you're all uncovering what your grandfather has contributed from a standpoint of the past, but now going into the future about teaching the next generation of black well, the family, what has that been like for you? It's so much fun. It's so much fun. Yeah, because I have a little girl and she's seven. And, you know, being able to, because she's here with me with the, the documentary, she's like, how's it going mommy? You know, how's your movie coming? And when did you learn about grandpa? Well, he did this and he did. And so she's learning as I'm learning, I would say that. And, you know, here's something that's been really interesting. So my grandfather never had any awards in the house. He got plenty accolades, he had honorary degrees, he had this thing, he had never had any awards in the house of his own. He put up his kids awards, but never any of his. And so it was kind of interesting because I never really knew that he was even an important mathematician. I knew he taught complicated math at the university around the corner, right? It was a lot of smart people doing complicated math and he was one of them. That's how I kind of thought of it. So it's been really interesting also to see the ways black people had to survive, you know, not to be a tall tree. You don't want to get chopped down, right? But modesty, obscuring your greatness from others, you also kind of obscure, obscure it from yourself in your family. So one of the things that this has allowed us to do, or me to do, or family to do, is to unleash a little bit, like be the push you are, you know what I mean? Like unleash the greatness. And I think that that can happen for every child, every black child who sees this can kind of feel that inside of them, you know what I mean? Don't you remember when you're in school and you're learning all this stuff and it's like white, white, white, white, white, and there's a little something about black people and something, and it gives you a little extra little, you know, and so that's what it's done for my family, but I also think it'll do it for a lot of other people too. We talk a lot about generational wealth as a theme of the show, but in terms of generational intellect, what are some lessons that you are now learning about your grandfather? Are you now passing down to your daughter? Oh, yeah, there's some really good ones, but I want to also say about in generational wealth, and when you say you got a hold on 100%. Anyway, that's what I learned from my grandfather. He taught us early on. Yes, he said it's early on that you know you hold it and you save and it's not glamorous. It's, you know, it's numbers and you got to hold on it's time. A lot of it is time invested. Yeah, time invested. And I talked to my aunt the other day. Do you know she still has the same Charles Schwab account? My grandfather and grandmother opened up like, I don't know six years ago. Wow. I thought you like that. That's incredible. Yeah, I thought so just like, wow, she's like, you have kept going. It works really nice, you know. That's exciting, right? Yeah, but I will say, so there's a lot of things I'm learning from him some digging into his legacy. And it is a way of being in a way of doing things. Some of it is just as kindness and decency. I mean, I'd like to think I was kind and decent in general, but also what that pays forward, you guys are talking about relationships, what that pays forward in your life, it's a, that also has a compounding effect, right. Some of what I'm benefiting from now and doing this film is goodwill that he planted years and years and years ago. I'm learning about the art of simplicity. His thams were so elegant and simple that they became widely applicable, you know, it's like your white shirt. And that is something that, you know, sometimes if thing, I just like what is the most simple, strip it down to its barest essential thing. If you can get it to the core, you can solve anything and make anything from there, right. And understanding that, you know, things don't stay the same, right. You have to be ready to be a little dynamic and be, be nimble. His idea that, you know, other people are going to have problems with you. Those are their problems, not your problems. Well, talk about the film. I know you, you're raising capital for it, right. So explain explaining that in the whole process. So we have, let's see, three, I think three different sort of ways that we're raising, we're raising money. And one of them has been through sort of institutions that he has been instrumental in building, right. So we're talking to UC Berkeley where he co-founded their statistics department, we're talking to Stanford, we're talking to the mathematical societies, people like that to bring us money. We're talking to friends and family, which I would include you all in, people who I think have, yeah, who are aligned, like just aligned. And we are talking to high network individuals and corporations. And while all of those groups are really important for me, the, almost the, the more that we are able to raise our money with the people with, I think of his friends and family, the better, because it gives you the most sort of autonomy to tell the story. It also is very reinforcing because, you know, typically a, a documentary like mine would go to get grants. Well, you know, the word black is now illegal. You know, you are like literally this list of do not write downwards in your grant, like equity, black, women, like you can't, and I'm like, whoa, I can't write down these black, I can't write down, you know, so those are no longer options for us. So this, this idea that you have to be, you have to hustle and have an entrepreneurial mindset to get it done because right now we know that, you know, there's forces that don't want us to succeed, don't want our stories to be told. We got to, you know, find other ways to tell them. So that's, that's how we're raising money. We have a website. It's a, it's a, we have a, a fiscal, we call it a nonprofit fiscal sponsor. So any, any donations that are made are tax deductible. And yeah, what's the website? What's the website? A game of genius film dot com. Game of genius film dot com. Well, Lisa, we want to thank you for coming on. I encourage everybody, I encourage everybody to chip in because it's important. It's an important story to be told. And if we don't tell our stories, who's, who's going to tell them, who really is going to tell them. So, I thank you for coming on and will definitely be in contact and thank you so much. Yeah, absolutely. Thank you. It's a real pleasure. Thank you, Noel. I'm going to give you guys a call after the show. We had an interesting dinner the other night. There were some people who want to see the trailer that you guys have put together, which is incredible. So I'll give you a call. Some exciting stuff is happening. Okay, excellent. Thank you so much. Of course, of course, have a good night. Thank you. All right. All right. Man, this is, this is such an amazing story. And I see people, some people was like, well, Nvidia should definitely invest in it. They should definitely invest in it. And I'm sure that they probably would financially contribute to it. But you know, Steve style says something that was vitally important before. So I remember when I first met Steve style and I was telling him like, look, you know, this person, you know, he's a hero. He should be. He should do more of like telling a story. And this person should do more of telling the story. He's like, why? He was like, they got this success. That's not their job that communicated that's your job. Your job is to communicate it. Honestly, to be honest with you, I feel like Nvidia really did their part. They did their part. Nobody, nobody would even know who he, they named the most important computer chip in the history of the world after him. Now, now that gave us the opportunity to tell, to tell a story. And that gives everybody, we got to stop looking for somebody else for other saviors to fix our. Then nobody is going to be our savior except for us. Any help that we get is appreciated, but it should never be expected. We should only expect help and grace and savior from ourselves. And that was my point exactly when the first conversation we had, I told her, you know what? And not to say that Nvidia is not involved because they do have involvement. I said, Jensen did his part. Like those exact words, I said, they did their part by naming it, right? They left the context clues, right? If this is education, those are the context clues. Now it's us to be, hey, we got to be inquisitive about this. Why did they name it that? Who is this person? Right? It just happens that this kind of came via email through a relationship that we have with one of our partners and kind of, of all places, Ghana comes back into the story. Like, hey, this is lady, I think you should meet. And I'm like, oh, like you said, this is our job. Like we're doing here. We don't need anybody. We have a platform. We have an audience. This story is important. We talk about this company all the time. This company has made a lot of people who watch this show a lot of money. Some of you are millionaires from investment video. The Black Book Ship is fundamental to that rise. Look, this is a story now that this is not just something you're invested in. This is a person, a family, a legacy that you're invested in. So, yeah, we're doing our part and where's more to do? And I've already made you money. So you can't say, well, it's tight. I don't want to hear that. If I've made you money, yo, even what can I do for you? Make sure this film gets produced and make sure goes number one. Because we always said, we said it was great. It was a fictional story, though. This is a real-life story and look how much AI infrastructure has been created off of something that he created. And most even when she was introduced to that video, most people like, I don't even know she was black. And I was like, what? That's like, okay, we need to fund our own stories and make sure that they sell well. And think about the time of it, like what she just said, and we saw it at GTC, we talk about the work cycle of NVIDIA's GPUs, right? Like it went from Hopper and now it's in the Blackwell phase. But soon, it'll be Rubin, right? It'll be the astronomer that, and it'll be that story that needs to be told right now. This story needs to be told and we're going to be told here. We're going to be the ones to tell it. And it's just like what Nip said as far as, you know, he said, "Romant, are they stolen greatness? Romantins are they strengthened all of stolen greatness?" This is a Black American. If you know the history of what happened in America, it's almost impossible. This is a Black American man in the 1950s. That's the four father of artificial intelligence that nobody knows about. And I was talking 19 keys. It's a miracle on two different fronts. It's a miracle that as a Black American in 1950 that he even rose to prominence as far as, you know, because you got to be a genius. You got to be a genius to be able to be a four father of artificial intelligence. But you also got to have a tremendous amount of 42 to get through all of the obstacles that you had to, because think about how many people was just as smart as him. But they couldn't get through the obstacles. So they just blacked out. Like, if you watch the movie Malcolm X, that's one of the things he said as far as Malcolm, he was working for big drug dealer at the time. And he was saying that the guy was a mathematical genius because he never forgot a number. And he was saying given different circumstances, he could have cured science. But given his circumstances, he turned to be in a drug dealer because that's the opportunities that was provided for him. So not only do you have to be extremely rare person to have the intelligence to thrive, but you also got to be an extremely different type of person. To be able to navigate all those types of obstacles, he couldn't even drink at the same water found as a white person. He was living in the woods, I mean, the professor who was seven kids and going to teach at the school down the street. Different, different. And just the humility, right? Like not even to, for her to grow up and not really understand what her grandfather had done, just that he was a guy that was great at science. Like think about what that does. I take great pride in knowing the story, but I take great pride in like everybody here in the story tonight and people who are going to listen to this outfit. And now when mathematicians get brought up, this name will be brought up because that's how you can records he's going. So if he was forgotten before, we got to make sure that he's remembered forever. That's our job now. And also last thing about this is that so yeah, it's pinned the game game of genius film. That's the name of it. So yeah, if you made some money in the market, man, do give a hundred dollars, man. A hundred dollars. You don't make a lot of money on a video. You don't make a lot of money from investing in stocks. Pay your ties. This is the real tithing. Absolutely. Give them back. For all due respect. We all do respect because we talk about the trusky church thing. This is something that's actually helpful to people. Yes. This is your, this is your ties. Pay your ties. And we, and you've made money. And the thing about it too is like the unfortunate thing is that I'm assuming like she didn't really know the full story until then video thing and then she started to research. So even her parents didn't fully educated her on it, right? But that's because he probably didn't educate his children on who he actually was. And this goes back to even what's happened is conversation about religion with somebody and they was saying like, well, you gotta make sure your kids learn the religion because it's like after two generations, they become atheists. And I'm like, that's kind of real, but it's the same thing with success after two generations, you don't even know they don't even have a connection because it was never passed down. It was never passed down. It was never, they was never forced. They were never forced. Yeah. That's right. Because nobody really wants to learn about, okay, scientists, you kind of like, I don't want, but you got to force your kids for certain things. You got to force it on them. We just had this conversation because if not, if she didn't know about this, by the time her daughter grew up, it wasn't on. It's gone. He's officially been, how many, but how many people are erased? How many people have been erased from history by society were also by their family, not carrying on their legacy? Yeah. I had this conversation, probably I had this conversation with my parents two weeks ago, just about the time frame, right? Christians 12 years old, his entire life, he's never watched my dad work. He doesn't understand what work that it looks like that I got to watch because he never saw it, right? We got to pass that down to him, but the same thing with, when we talk about generational wealth, it's the same thing, right? Like if we don't pass down the foundations, how are they going to replicate it? It's very important. I was watching Will Smith's documentary, Poe to Poe, Poe. Part of it, he was talking about traditions and how things get passed down, like, grandmother, you know, things that she taught him, and now he gets to teach his kids, and I was just thinking to myself, like, man, I have to write a legacy, right? Like I had one grandmother, she passed away when I was 16, but I didn't have any grandfather's, right? I didn't have that to be passed down to me. So now, I told, like, I'm like telling my parents, like, we've got to create this legacy that you can pass down to your grandkids so this thing can go on, but everybody should be taking that inventory with that family because that's how you get remembered. It isn't just like, hey, we go to the cemetery, it's a tombstone, and we tell these folks, no, what is their tradition? What are the things, right? Or are we going to create the things that get passed on? I think everybody should take that inventory with their families and say, all right, like, we're going to be intentional about this, and it could be something small. Hey, every, whatever it is, every other Sunday, we're going to do this as a thing. Like, we need to create tradition, create values that get passed on for generations. And then that's another thing about the potential cancer of enforce it upon you anyway. Well, that's another thing that even with when you start to see wealthy people towards the end of their life, one of the main things that they do is start to name things after themselves. You see a medical center named after somebody. You see a math wing of a university named after somebody. You see the reason why they're doing that is because they understand that one of the best ways to keep your legacy alive is to have your name on something. Your name could be erased so easily, think about all this stuff. Like, these people, I just told my dad, I think he said, like, one of my great, great grandfather was a civil war hero. I never, I didn't know that. But it's like, that's why it's like, you know, these people, they're not just putting names on building for no reason. They want their name to live. So if you see the name, it's going to raise question, who is that? What is he? What did he do? That's another way to make it make yourself live forever. So it's so many different things that we never think about because the average person is just trying to survive in America. But it's like, it's so easy to erase history. And to be dark, there's less indexing of information on Google now because of AI. It's easier than ever to rewrite history. You used to be able to go 1000 pages deep into Google look for something. Now that's not even available. They're rewriting history every day, depending on where the models are sourcing their information from. This is more important than ever. And especially with the government. Now, the government now is, they always try to erase history, but they're accelerating it at a faster, at a faster pace. It's unprecedented what they actually trying to, they're trying to erase history so fast. It's crazy. I was going to say, look around your life, I'm just looking at these market cap companies, and they've named their companies after themselves. If you look at Hilton, Johnson and Johnson, Walmart, right? Look at the schools that you go to. You take great pride in saying like, I went to Jefferson or I went to this place. It's a real person, like the name is going to live on forever, man, and it's very intentionally done. We got it. We got to figure this out. And we got to tell our stories and create them. Okay, ladies and gentlemen. Real quick, before we go, before we go, it's a big week. And I don't want to pretend like it's not. It's a big week. Tech Mac 7s are going to report this week, man. So tomorrow, interestingly enough, we talked about Seagate, they're going to be reporting tomorrow, Boeing RTX, UPS. I know we talked about some of the Fed stocks, Boeing RTX. Good ones to watch RTX or short, put that on your watch list Wednesday. We saw a TSM report last week, had a blowout earnings report, ASML reports on Wednesday. TV, which we spoke about, there will be reporting corning, DLW, the ticket, which we talked about in UILU is going to be reporting Wednesday after close. We got the heavy hitters. We got Microsoft. We got Metta. We got Tesla. And not a heavy hitter, but definitely in the portfolio, Celestika. They actually had a nice little pullback the other day. They lost what they didn't lose, but Google said they're going to be using other people's to help build out the manufacturing of their TPUs, which should kind of hit CLS a little bit. So they had a nice little pullback, but they did add broadband during the quarter. So make sure that's on your watch list. And then we got Thursday, Caterpillar, MasterCard, and after close to Apple, Visa, Western Digital, and Sanders. All five of your holds. I get a lot of, I got a lot of text messages about Sanders. Shout out to everybody that executed on that. It'll be interesting. They debuted in February of last year, obviously, as a spin-off for Western Digital. So they'll report, so let's watch out for that. And then Friday, we got AMX, so far. I know a lot of everybody wants to talk about profile. And then we got the gas companies. We got Chevron in Exxon report as well. So big week for earnings. I know I didn't say in video in video report on February 25th. AMD is next week, and we got a few others. But those are the big ones for this week. And Vity, AMD holds Chevron Exxon mobile hold. Whole for five years, if you want to be wealthy. And if you don't, whatever happens to you, you deserve that. But everybody's locked in for the next five, six years. I'll be honest with you. To now is not the time for political correctness, cost of things are going to continue to go up. And the gap is going to get closer and smaller than ever. And some of the prices of these companies are running so much so like so, okay. Somebody was disappointed that we got the 5200 on gold so fast and say why don't you just make the target 7000. That tells you how much risk of sitting in the market. Hey, say thank you for one. B, if silver and gold are this valuable, which also destroys micro set strategy, which we'll talk about next week. Look how much risk of sitting on a table. Now is not the time to play games. Get your autumn conversations about is 100,000 enough. And five or six years, we're going to be having conversations on three and 400,000 annual salaries are needed to be okay. It sounds crazy. But the way inflation is going is not that far off. It's not that far off. But do what you want. Listen, I'm looking at I'm looking at this market. I'm speaking to listen, listen the first time. You know, micron is in the top 25 companies in terms of market. A year ago, they weren't even a hundred billion. Now they're nearly about to pass. They just passed Costco, AMD, Alibaba, Palateria, Home Depot, and Bank of America. And they're right on MasterCars neck. Interesting. Right there. Meanwhile Starbucks, a little lemon target. We're seeing some legacy companies dying in front of our eyes. They're like, oh, it's fine. No, it's not. No, it's not. But okay. You got a call from I had a call with the company that we spoke about. They were like, you guys are pretty harsh. I was like, we just got to be truthful. It's a company. Call me. It's the company. I'll tell you. I'll tell you after this. Starbucks, your number one competitor right now is Eli Lilly. You have no tech to beat Eli Lilly. AMG and Eli Lilly, the two of your biggest competitors and you lucky Novo fell to fuck apart. Otherwise, it would be a spit of twosanto. PR won't fix it. The greatest companies on earth are going to thrive. And if you are marginal or okay, you're going to fall apart. It's a wicked time we're living in. Look how much money they're printing endlessly. Meanwhile, the big banks didn't own a silver short trade and they keep pumping money into the repo market. To come right here. So I got a link. Market Monday. You never know what you're going to get for market Mondays, man. There's never been a show really quite created like it where you get real-time information or stuff. But then you know, you get historical, you get historical nuggets that nobody ever really knew about. Life-changing information, man. That was a proud moment, man. That was dope. Vermont is at a strengthen all the stolen greatness. That's a fact, man. Stay tuned. The state tunn alert has now been issued. There's more things to come from relationships that we've developed. So stay tuned. Adobe down 14% paramount, down 12%. Healer Packard down 12%. It is no game. Applovin down 22%. Applovin reporting this week too. Interesting story. Yeah. All right, guys. It's very, very lovely love. What's the day? We see you all 9 o'clock.

Podcast Summary

Key Points:

  1. DNA mainostaa yrityspalvelujaan suomenkielisellä markkinointiviestillä.
  2. Podcast-jakso keskittyy sijoittamiseen, erityisesti Nvidian rooliin tekoälyssä ja lupaaviin biotekniikkayhtiöihin.
  3. Korostetaan voittojen realisoinnin tärkeyttä ja tarjotaan konkreettisia sijoitusvinkkejä (esim. IBB, AMGN, Gilead).
  4. Jakso sisältää henkilökohtaisia kokemuksia Nvidian käynnistä ja haastatteluja alan asiantuntijoiden kanssa.
  5. Varoitetaan sisällön olevan vain informatiivista ja kehotetaan tekemään omaa tutkimusta ennen sijoituspäätöksiä.

Summary:

Transkriptio koostuu pääasiassa englanninkielisestä podcast-jaksosta, jossa keskustellaan sijoittamisesta ja markkinatrendeistä. Alku sisältää suomenkielisen mainoskatkon DNA:n yrityspalveluista. Podcastissa käsitellään laajasti tekoälyn ja biotekniikan aloja, korostaen Nvidian keskeistä roolia tekoälyteknologian kehittäjänä.

Esitellään konkreettisia sijoitusvinkkejä, kuten pörssirahasto IBB sekä yksittäiset yhtiöt AMGN ja Gilead Sciences. Toistuva teema on voittojen realisoinnin tärkeys: "et koskaan häviä ottamalla voittoja". Jakso sisältää myös henkilökohtaisia havaintoja vierailulta Nvidian päämajasta, joissa korostuu yhtiön keskittyminen lääketieteen ja robotiikan kaltaisiin sovellusaloihin.

Lopuksi varoitetaan, että kaikki sisältö on vain informatiivista, ja kuulijaa kehotetaan tekemään omaa tutkimusta ja hankkimaan ammattilaisten neuvonta ennen sijoituspäätöksiä.

FAQs

DNA tarjoaa yrityksille laitteita, liittymiä ja nettiyhteyksiä. Palveluita on saatavilla kaikista DNA-kaupoista.

Costcon jäsenyyden uusimisprosentti on 92,2 % Yhdysvalloissa ja 89,7 % maailmanlaajuisesti. Tämä korkea prosentti on yksi syy yrityksen menestykseen.

Suosituksia ovat ETF IBB, Amgen (AMG) ja Gilead Sciences. Nämä yhtiöt ovat vahvoja biotekniikan alalla ja tarjoavat hyvän hajautuksen.

Nvidia on sijoittanut 2 miljardia dollaria CoreWeaveen rakentaakseen 5 gigawatin tekoälytehtaan vuoteen 2030 mennessä. Tämä tukee tekoälyn infrastruktuurin kehitystä.

Voittojen ottaminen on viisasta, koska et koskaan häviä rahaa nostaessasi voittoja. Vaikka osake nousisi myöhemmin, voitot turvaavat saavutetun tuoton.

Nvidia kehittää tekoälyteknologiaa lääketieteeseen, kuten genomin sekvensointiin ja sairaalakokemuksiin. Heidän teknologiansa nopeuttaa lääketieteellisiä edistysaskeleita.

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