Episode Transcript
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Speaker 1 (00:01):
Earners. What's up.
Speaker 2 (00:02):
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Speaker 1 (00:47):
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Speaker 3 (01:51):
The moment you've all been waiting for in video in
Vidia has split officially and now its new stock price
is around one hundred and twenty three dollars, which was
a far cry from the twelve hundred dollars last week.
It was going crazy. So right now it's split. It's done.
(02:13):
We've been talking about this for weeks. Now it's officially split.
It's at one hundred and twenty three ish dollars now,
right the second largest company in the world as far
as market cap. So now the question is what at
what price point? Should investors considered buying a video and
(02:38):
what do we think now that all of the chaos
of that situation is over? Should they go all in
on in videos?
Speaker 4 (02:47):
Now?
Speaker 3 (02:48):
The time they go all in now that the split
has occurred. So yeah, what's the deal with that?
Speaker 5 (02:55):
I think in Video is one of the greatest companies
that we've ever seen that is publicly traded. Like you said,
second biggest market cap. They're closing on Microsoft. I'm going
to share an interest in stat here in the second.
Speaker 1 (03:05):
I think that bro.
Speaker 5 (03:07):
Okay price that I like to get in is one
oh seven seventy seven, so one hundred and seven dollars
and seventy seven cent as well, I like it. If
you are in stock Club, you go to ininvest dot com.
I will also give you the swing trading price and
load the boat price for where it could go.
Speaker 4 (03:23):
If I made you money. Please put yes in chet.
Speaker 5 (03:25):
The interesting thing that I see about in Video people
should go all in. They're currently number two, but by
twenty twenty six they should have more free cash flow
than Microsoft.
Speaker 1 (03:35):
That was it when I saw that, said we that yep, yep, yep.
Speaker 4 (03:42):
So for those of you who don't know, just the
bag is bigger at in video.
Speaker 5 (03:47):
They're still getting forty five to forty eight percent profit margin,
and they are a multi trillion dollar company. And you
can argue that the chips are under price for what
their market is willing to pay for them. So this
company's gonna keep growing. I didn't like him signing old
girl's breast at the conference. You was in your Kodak
(04:07):
drink bag to get back.
Speaker 4 (04:09):
To and your kids work at your company.
Speaker 5 (04:11):
How you explaining to your mom and your kids you
signed up some girl titties at a conference.
Speaker 4 (04:16):
Maybe I do it and invest that's gotta do it.
May yes and chat.
Speaker 5 (04:20):
I got you, baby, But I think this company is
going to do incredibly well for the next I don't know,
six seven years. I love this company almost as much
as Apple. If I made you money from Apple and
Microsoft and Crystal Ball, Shine and Bright, people canna say
whatever the fuck they want you online, But when it
comes to these results, boy, it is what it is.
(04:42):
So yeah one O seven seventy seven, and I made
a believe out. A few people said shut out to
my couple of my NFL guys who was unsure at first,
and now you're real sure, let me get my testimony
and my check please please one O seven seven seven.
Speaker 4 (04:56):
That's why I like it.
Speaker 2 (04:57):
We read the same exact article when I saw it
twent and I think we've spoken about this a lot,
and we talk about the companies that have the largest
operating cash flow, and we know emerging positions is one
of those things that you can do with having that
type of capital. Buying backstock is one of the things
you can do. But most importantly is paying off debt.
And so when we look at the debt and we
look at the balance sheets, it's like, well, they're gonna
(05:19):
We always say Apple because the treasure chess is just ridiculous.
Speaker 1 (05:23):
They're not They're not in the Apple level yet.
Speaker 2 (05:25):
As far as operation, yes, they have passed them as
far as market cap, but to pass and when we're
talking about what does that number look like right now
there are forty billion in operating cash flow, I think
next year the projection is like sixty seven yea, and
by the end of twenty five it's like eighty.
Speaker 4 (05:42):
Seven eighty nine, which is it's.
Speaker 1 (05:45):
What passed Microsoft.
Speaker 2 (05:46):
And so it's crazy to think about this, but the
growth potential, they're actually making more money than they're spending right,
we can see that, right, their profit margins are.
Speaker 1 (05:58):
Coming in faster than the revenue yep.
Speaker 2 (06:00):
Which is like this is like when you say the greatest,
this might be the greatest company that.
Speaker 4 (06:08):
Is on track too.
Speaker 5 (06:09):
To give a comparison, this would be like if one
company from nineteen twenty three now had to get their
motor from one company. Yeah, yeah, you got some other
places you can get it from, but this is the motor.
Like if there was like a V sixteen B twenty
four V forty eight engine, great, and they're going off
the shelves and without their chips, there is no AI revolution. No,
(06:33):
it's so dominant, but that the chips is, but the
data centers as well yep.
Speaker 1 (06:39):
And I was I was having this.
Speaker 2 (06:40):
Conversation with a scientist in the field, and I was like,
you know, just just this, I feel like there's.
Speaker 1 (06:45):
Something that's happening.
Speaker 2 (06:46):
Like every time we speak about Semi's Intel gets brought up,
and it's just like, why is Intel keep getting brought up?
So I'm watching this kift. I think everybody should as well.
That's the reason I'm bringing it up is that when
I looked at the chips act and I see Intel
and amount of money that they would give, and that's
interesting to me. And so I'm trying to like, yes,
it's an American company, and we want to see American
companies do well. And then I thought to myself, like
(07:08):
what separates it. Obviously they're outdated. They can't compete at
the same level when it comes to the efficiency of
how to produce a product. But what they do do
is they manufacture them their own chips, which in video
and we spoke about last week doesn't So I'm thinking myself,
why are they pushing Intel so hard? Like it's like
a dinosaur brand, right, it's a legacy brand, but it's
American and the manufacturer the goal is to keep everything here.
(07:32):
If a video is leading in data centers, right and
they don't manufacture, at some point, do you think do
you think Stenson's like, you know what, what's the last
piece that we don't have?
Speaker 1 (07:44):
Bring it all in the house, Like what's the last piece? Right?
Speaker 2 (07:47):
And if you do that, that's it. Man, We're talking
We're talking four five T because you really don't need
a TSA at the same level right now. You become
the person that could potentially supply if he's thinking at
that left. I don't know that he is, but it
(08:07):
makes me wonder why they keep talking about Intel, And
I think that's the reason. Is this constant Hey, they manufacture,
it's American made. They manufacture their own. So keep it
eye on that.
Speaker 5 (08:18):
Market cap of Intel's one hundred and ten billion profit
margin three point one percent. Partnership is needed or they
will die. Oh boy on YouTube? While you ready to
admit I was writing about Intel yet?
Speaker 4 (08:31):
Or no? Just humbling home boy?
Speaker 1 (08:35):
So boy, yeah you in video?
Speaker 3 (08:39):
Okay? So you you've done a lot of video options, right?
Speaker 1 (08:42):
Yeah? Yeah? Yeah? Sacked them? I stacked them?
Speaker 3 (08:45):
What does that mean?
Speaker 1 (08:46):
So every time I got it right?
Speaker 2 (08:51):
So I had the two five four that expires on
the twenty first of this month. But as it crossed
certain thresholds, right, I'm up one hundred and twenty two
hundred three hundred. I think at this point this is
probably the highest percentage I've ever gained on an obstacle.
I think I'm at like nineteen hundred percent, which is ridiculous.
On the two O five it passes four hundred. Now
(09:12):
I'm looking at coals inside the four hundred, So I
get a four hundred call that goes I think we're
both in there, right.
Speaker 1 (09:18):
You see how he's just like calmly sugar his.
Speaker 2 (09:20):
Head right, smart, that passes a threshold of seven hundred. Well,
now I'm looking at eight hundred calls, right, that goes
up one hundred, two hundred percent.
Speaker 1 (09:31):
Well, now I'm looking at the thousand dollar call.
Speaker 2 (09:34):
Because I'm watching the every time i'm taking into information,
I'm hearing new announcements. I'm watching all these analysts have
their margins and their price pockets increase. I want to
know why and if they're increasing, and it's unanimous that
they're increasing. I well, I've already made profit all the
way up, all the way up. So now I'm just
stacking my calls. I'm stacking my calls, right, So if
(09:55):
I lose percentage, yeah, you lose, but the percentage, like
I said, nineteen hundred percent, even if I fall down
one hundred percent, like you're still happy with eighteen hundred, right,
you could. And so I've already the winds already built in.
So now I'm just stacking the cal stacking the call.
I might have a new stack coming, uh and I'll
probably talk about it this week. But that's what I've
been doing, just stacking the col stacking the call, and
(10:16):
as it as the stock rises, I obviously have shares
as well, so that's when it's a complete stack. I
own shares of the company, but I also have call
on the company as well. And so when you if
you look inside your portfolio and you press company, everything
will come up in alphabetical order, and I'll see my
video shares boom, and I'll see every call that I
have in the video. And so to me, that's how
(10:37):
I'm looking at as a stack.
Speaker 4 (10:38):
So you have to invest in this trade the same
ones that you're investing in.
Speaker 1 (10:42):
Yeah, yea, yeah, as well.
Speaker 3 (10:44):
Your options class this Thursday. Yes, you're going to be
talking about in video.
Speaker 2 (10:48):
We're gonna be talking about in video, but almost equally
is important.
Speaker 1 (10:53):
We're gonna be.
Speaker 2 (10:53):
Talking about a company that I said two weeks ago
here on market Mondays that we were being to look
at how to we're going to report?
Speaker 1 (11:00):
I said it last week, and then inside of.
Speaker 2 (11:03):
The community, I said, look, I'm looking at this call
and the company's name is CrowdStrike.
Speaker 1 (11:07):
If you look at CrowdStrike.
Speaker 2 (11:08):
Today, this thing almost positioned itself perfectly and I'm gonna
tell you exactly how we looked at it some of
the research, but that was a key factor.
Speaker 1 (11:17):
That I didn't let everybody know that. I'll talk about
this week.
Speaker 2 (11:20):
CrowdStrike hit US all time high today trading at iron
three eighty.
Speaker 1 (11:25):
So the call that we were in is now up
and we can do this.
Speaker 2 (11:30):
I'll tell you what it's what it got up to,
how we were now a call that we made last
week is now up two hundred and thirty three percent.
Speaker 1 (11:40):
So I want to pat myself on the back.
Speaker 6 (11:44):
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