# The Next Big AI Company Investors NEED to Know About!

An episode of [Earn Your Leisure](https://invisiblenetwork.ai/podcast/1450211392), 26 Nov 2025, 35 min.

Audio: https://podtrac.com/pts/redirect.mp3/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8dbc4f54-a337-4481-9ef2-b355012b0a3d/273e4eee-7625-41a9-bfc8-b3a100e4eb4b/audio.mp3?utm_source=Podcast&in_playlist=eac4c628-29cb-469a-b5c8-b355012b0a48

Is the AI power balance shifting? In this episode, we break down the next big AI company the world needs to pay attention to — and whether Google’s newest AI moves are finally putting pressure on Nvidia’s dominance. With trillion-dollar companies fighting for computing power, data advantage, and market share, this may be the biggest tech shake-up since the iPhone. We also explore how Google’s AI takeover strategy works, why Nvidia’s supply chain advantage could be at risk, and what this means for investors over the next decade. If you’re positioning your portfolio for the AI boom, this is the segment you can’t afford to miss. Market Mondays Black Friday Deal (Limited to First 50): https://marketmondaysdeal.com #MarketMondays #EarnYourLeisure #Nvidia #GoogleAI #AIStocks #TechInvesting #ArtificialIntelligence #StockMarket #Investing #FutureOfAI See omnystudio.com/listener for privacy information.

## Transcript

[0:01] Speaker 1: This episode is brought to you by P and C Bank.
[0:03] Speaker 1: A lot of people think podcasts about work are boring,
[0:06] Speaker 1: and sure they definitely can be, but understanding of professionals
[0:10] Speaker 1: routine shows us how they achieve their success little by little,
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[0:18] Speaker 1: It might seem boring to save, plan and make calculated
[0:21] Speaker 1: decisions with your bank, but keeping your money boring is
[0:24] Speaker 1: what helps you live or more happily fulfilled life. P
[0:27] Speaker 1: and C Bank Brilliantly Boring since eighteen sixty five. Brilliantly
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[0:39] Speaker 1: National Association Member FDIC.
[0:43] Speaker 2: So I want to go to something that you know
[0:46] Speaker 2: is right up there as far as an importance level.
[0:48] Speaker 2: If you was in the Eyo University class last Thursday,
[0:52] Speaker 2: put some fire in the chat. Yeah, I know you
[0:55] Speaker 2: had spoken about a company, right, and then there was
[0:59] Speaker 2: some news broke on that. So talk about that we're
[1:02] Speaker 2: gonna give them some window into the university.
[1:05] Speaker 1: Just just said just give it away. Yeah. Yeah. So
[1:08] Speaker 1: one of the things we've been studying the obviously is
[1:09] Speaker 1: the Ai Revolution. Uh, we said that the AI revolution
[1:13] Speaker 1: will be monetized. So we've been breaking this down like
[1:16] Speaker 1: to a fundamental matter where it's like, yeah, we know
[1:21] Speaker 1: the big players, we know the n videos of the world,
[1:23] Speaker 1: and we know the broad comms of the world, and
[1:25] Speaker 1: we know the AMDs, but those systems don't work without
[1:30] Speaker 1: some of these precursors. And so we've been doing very grandualarly.
[1:33] Speaker 1: We started with the memory sector when we were talking
[1:36] Speaker 1: about Micron, and we talked about Western Digital, and we
[1:38] Speaker 1: talked about sea gape, and we talked about connectivity, and when
[1:41] Speaker 1: we talk about broad comm and we started to look
[1:44] Speaker 1: even deeper, right, and I started thinking about how we
[1:46] Speaker 1: can treat AI and really artificial intelligence from a power standpoint,
[1:54] Speaker 1: also from a connectivity standpoint, like a human body. Right.
[1:57] Speaker 1: So if I'm looking at what company is the heart
[2:00] Speaker 1: of this, right, that would be easy, you would tell
[2:02] Speaker 1: me in video. Well, if I looked at broad coom
[2:05] Speaker 1: as like the connectivity, that would be like the veins
[2:07] Speaker 1: and the arteries of this, right. But in order for
[2:10] Speaker 1: the heart to work, it needs to have blood flow, right,
[2:13] Speaker 1: and it needs to have valves. And so I started
[2:16] Speaker 1: to look like what would be the valves. And then
[2:18] Speaker 1: I found a company called Fabrinet. Right, so if you
[2:21] Speaker 1: think about it, Fabrinet is almost like that valve that
[2:24] Speaker 1: allows the connectivity to run faster. I'm like, all right,
[2:26] Speaker 1: this is great, and so we talked about that. We
[2:29] Speaker 1: actually talked about that in stock Club a couple of
[2:32] Speaker 1: weeks ago, and I told people do the research on it.
[2:35] Speaker 1: Then we dug a little bit deeper, and I was like, okay,
[2:38] Speaker 1: we've got that. Let's go back to this memory thing.
[2:40] Speaker 1: Because as I'm watching a video pull back and I'm
[2:43] Speaker 1: watching broad Com go down and I'm watching Microsoft, I'm
[2:47] Speaker 1: noticing that this memory sector is not moving at the
[2:49] Speaker 1: same length. So obviously we see Microme appreciate it not
[2:53] Speaker 1: even pulled back, but it was up over two hundred percent,
[2:55] Speaker 1: but Western Digital was up two hundred and sixty percent.
[2:57] Speaker 1: People kept putting in the chat. I'm like, yo, this
[3:00] Speaker 1: is this company, this company, Troy, this company. I'm like, okay, great.
[3:02] Speaker 1: So I'm studying Western Digital and part of the research
[3:04] Speaker 1: I see they have a spinoff. Said there's a spinoff
[3:07] Speaker 1: here and it's called sand Disk, And I'm like, I've
[3:11] Speaker 1: heard this name before. Yes, if you're in recording and
[3:14] Speaker 1: you're doing photos or you're in music and you're using
[3:17] Speaker 1: a file a hard drive, right, you know, sand disk,
[3:20] Speaker 1: And then I look in February, they actually spun off
[3:23] Speaker 1: and started to be publicly traded, and I started looking
[3:25] Speaker 1: at the chart. I'm like, oh man, this is something,
[3:28] Speaker 1: and then I started to understand this. Okay, Western Digital said, okay,
[3:33] Speaker 1: we have the hard drive right and we have the
[3:36] Speaker 1: flash drive. These are two different businesses that we can
[3:39] Speaker 1: actually reap the benefits from. And so that actually went
[3:41] Speaker 1: public in February. It has been going crazy. But I
[3:44] Speaker 1: started to think about why why is this chart moving
[3:46] Speaker 1: this way? Started studying even more and then you realize, yes,
[3:51] Speaker 1: memory is important. But Samsung said something two weeks ago
[3:55] Speaker 1: that was even more important to hear. They said, we
[3:58] Speaker 1: don't even have enough to build the orders. And so
[4:01] Speaker 1: if we don't have enough, it goes back to this,
[4:03] Speaker 1: how do we get this going at the immediate time?
[4:07] Speaker 1: Like we need this. We can talk about energy and
[4:09] Speaker 1: we need it immediately, right, we don't have time, we
[4:12] Speaker 1: don't have ten years away. How do we get a meeting?
[4:14] Speaker 1: So now flash becomes a thing, SSD becomes a thing,
[4:17] Speaker 1: and who's leading that stand this, yeah, all right, and
[4:20] Speaker 1: so if you look at sand diis it was great.
[4:22] Speaker 1: I was talking about this in Dubai. We were having
[4:25] Speaker 1: dinners and I was talking about this. Even some of
[4:27] Speaker 1: the people in the tech world didn't even know it
[4:28] Speaker 1: was publicly traded. I'm like, now there's something here to
[4:30] Speaker 1: something here. Thursday, in the class we went over it,
[4:33] Speaker 1: I said, these are the reasons why breaking it down.
[4:37] Speaker 1: Friday we saw it tick up. I said, oh, this
[4:39] Speaker 1: is perfect. Before close, I got to get into this position.
[4:42] Speaker 1: Today we watched sand dis open up at two twenty
[4:46] Speaker 1: after the bell, huge announcement. Guess what just got added
[4:50] Speaker 1: to the S and P five hundred.
[4:52] Speaker 3: This amazing company has been doing well even before they
[4:54] Speaker 3: went public.
[4:56] Speaker 1: So now this company is now part of the S
[4:58] Speaker 1: and P five hundred, which no means that could now
[5:01] Speaker 1: be added inside index funds and added to the investment
[5:04] Speaker 1: portfolios of a bunch of people. But a company that
[5:07] Speaker 1: just went public technically went public in February of this year,
[5:12] Speaker 1: but it's part of this AI ecosystem, like the polls
[5:15] Speaker 1: and the like. We always talk about the levers and
[5:18] Speaker 1: the pulleys and the shovels. These are those companies now
[5:21] Speaker 1: and so that body analogy. When I was talking about
[5:23] Speaker 1: it after the class, I'm like, I should really just
[5:25] Speaker 1: draw a diagram for it. And so I started thinking,
[5:27] Speaker 1: all right, well, here's the heart, Here are the veins,
[5:30] Speaker 1: here the valves. Who's going to be the brain of this?
[5:32] Speaker 1: You could say that you know AMD or if it
[5:35] Speaker 1: could be brain and heart. Start to think of it
[5:38] Speaker 1: in terms of the body and how it runs and
[5:40] Speaker 1: how it functions, and if anything goes wrong right then
[5:44] Speaker 1: it won't function at as high as form. These are
[5:46] Speaker 1: the type of things we got to look for, which
[5:48] Speaker 1: is why we thought Cilesica early in the year would
[5:50] Speaker 1: be great. And it's performed outstanding, which is why we
[5:52] Speaker 1: thought memory, Like, if we have a brain, we need memory,
[5:55] Speaker 1: right Like your brain is broken down into different components,
[5:58] Speaker 1: and we know memory is part that you have to
[6:01] Speaker 1: start thinking in that way. So these companies that are
[6:05] Speaker 1: going to be essential and crucial. If AID development is
[6:08] Speaker 1: going to continue and flourish, which with all science points
[6:11] Speaker 1: that it will, you got to take advantage of it.
[6:13] Speaker 1: So shout out to everybody that was in class and
[6:15] Speaker 1: took advantage of it. I know we're probably up like
[6:17] Speaker 1: seventy percent in like twenty four hours or forty eight hours.
[6:21] Speaker 1: These are the type of those moments when you see opportunities,
[6:23] Speaker 1: especially when we pulled back last week it got up
[6:25] Speaker 1: to two eighty nine. I saw it down at one
[6:27] Speaker 1: eighty six. Execute execute.
[6:31] Speaker 3: It's a prime example of a classic company that is retooled.
[6:34] Speaker 3: We talked about Google a lot, but this is another
[6:37] Speaker 3: company that is retooled and recalibrated for.
[6:39] Speaker 4: The new economy that we're in.
[6:41] Speaker 3: Operate gross profit margins twenty seven point nine percent. But
[6:45] Speaker 3: this company's been well run even before it went publicly traded,
[6:48] Speaker 3: and I love the adjustments they've made to this economy.
[6:52] Speaker 3: Unlike my baby Apple, who has not done the best,
[6:54] Speaker 3: they are in that class that have done incredibly well
[6:57] Speaker 3: at understanding where they how important they are now, and
[7:00] Speaker 3: we'll be over the next four or five years as
[7:02] Speaker 3: well as into like the quantum era as well. So
[7:05] Speaker 3: great breakdown, great assessment. I agree, one hundred percent.
[7:08] Speaker 1: Yeah, you know, the deeper conversation is that, especially if
[7:11] Speaker 1: you've been into photography or even what we're doing in
[7:14] Speaker 1: terms of media, this company has been around you for years. Yeah,
[7:20] Speaker 1: I've been playing I walked in here. I have a
[7:22] Speaker 1: say in this drive sitting here right, I have a car.
[7:25] Speaker 1: It's fifty two two fifty six one TERRIBI sants car.
[7:29] Speaker 1: I'm not even thinking in terms of memory memory, memory storage, storage,
[7:32] Speaker 1: storage storage.
[7:33] Speaker 4: Oh wow.
[7:35] Speaker 1: The signs have always been there, but when you start
[7:37] Speaker 1: doing the research, it's like everything starts to come together.
[7:40] Speaker 1: Oh that's why I keep seeing this, That's why I
[7:42] Speaker 1: keep seeing this. Here's what it's being used for. Here's
[7:45] Speaker 1: how it's going to benefit from the AI revolution. Like
[7:47] Speaker 1: I said, it's going to be monetized, and we're going
[7:49] Speaker 1: to make sure that we're the ones monetizing from.
[7:50] Speaker 2: It for sure. So you see me on my phone.
[7:55] Speaker 2: I'm working through some things in real time right now.
[7:57] Speaker 2: Apparently YouTube has two links that they just started a
[8:01] Speaker 2: new feature where you can see a vertical and then
[8:02] Speaker 2: you can see a horizontal. It's it's like splitting the audience.
[8:07] Speaker 2: So on a chat, it's not showing like everybody's not
[8:10] Speaker 2: in the same the same chat.
[8:13] Speaker 3: Oh really, Okay, so they have a mobile link and
[8:16] Speaker 3: a and.
[8:17] Speaker 2: A desktop TV.
[8:20] Speaker 1: Okay that happen. Okay, Streaming is doing that.
[8:24] Speaker 2: Doing it?
[8:24] Speaker 1: Yeah, stream yeah, yeah, Okay, that's good.
[8:27] Speaker 3: Now we know.
[8:28] Speaker 1: Yeah, I's see it over there and over here too. Okay,
[8:31] Speaker 1: but where is it? Says here? How vertical? Let's see.
[8:35] Speaker 1: I'm gonna click it. Let's see what happens. Looks the same?
[8:40] Speaker 1: How's it knowing? Let me see? I see it the same?
[8:43] Speaker 2: Chat chat, let me know, chat? How are you?
[8:49] Speaker 3: I do have a question which in a year, which
[8:52] Speaker 3: companies that are AI adjacent will not do well because
[8:56] Speaker 3: it's been discovered they aren't uh class A or class
[9:01] Speaker 3: B as some are advertising.
[9:03] Speaker 1: That's a great question. I'll tell you the best way
[9:05] Speaker 1: to figure this out. This is exactly what I've been doing.
[9:08] Speaker 1: Right because again, before I ever.
[9:10] Speaker 2: But before I let me just say something. He's about
[9:12] Speaker 2: to kill a vertical link. So if you if you're
[9:14] Speaker 2: watching this and its vertical and he kills it and
[9:15] Speaker 2: you don't see it anymore, just come back on YouTube
[9:18] Speaker 2: and watch it from the other one. So it's only
[9:20] Speaker 2: gonna be one link on YouTube.
[9:22] Speaker 4: Gracias.
[9:24] Speaker 1: Yeah, So when before we ever talk to the community
[9:29] Speaker 1: or we talk to market money is like I told you,
[9:31] Speaker 1: I'm going to research the company, probably three to four weeks,
[9:33] Speaker 1: sometimes a couple of months before we talk about it.
[9:35] Speaker 1: We've been talking about this company for over a month.
[9:37] Speaker 1: Like I said, we've had dinners. I know the question
[9:40] Speaker 1: is going to be like, well, how do you know?
[9:41] Speaker 1: This is going to be the first thing I do.
[9:44] Speaker 1: Who are its hyper scale partners?
[9:48] Speaker 2: It matters.
[9:50] Speaker 1: It's the first thing I look at because I know
[9:52] Speaker 1: if hyper axism, I mean hyper ex scalers, the matters
[9:56] Speaker 1: of the world, the Googles of the world, the Amazons
[9:58] Speaker 1: and the Microsoft's apples, if they're involved, I know the
[10:02] Speaker 1: catpac Spin is going to be there.
[10:04] Speaker 3: And if they have priority, because some of them are
[10:06] Speaker 3: reporting and acting as if they have deeper partnership with Nvidia,
[10:11] Speaker 3: Meta in exactly exactly.
[10:13] Speaker 1: So the key is now, if it's just one, I'm
[10:18] Speaker 1: not convinced. Yeah, if I see three, oh I know
[10:22] Speaker 1: something's here. If I see four, this is pretty I'm
[10:26] Speaker 1: pretty confident in this. And so a lot of times
[10:28] Speaker 1: I'll look it will be the same hyper scale as
[10:30] Speaker 1: And then when I watch those hyper scales report, I'm
[10:32] Speaker 1: always listening. That's I always talk about cappex. Has the
[10:35] Speaker 1: cappacks going down? Has Meta said we're going to spend less? No,
[10:38] Speaker 1: they said enough more. Today Amazon announced that they're spending
[10:42] Speaker 1: an additional fifty billion catpacks are still going right, So
[10:46] Speaker 1: these pieces that no one talks about, Like we can
[10:48] Speaker 1: talk about the large scale things, we can talk about GPUs,
[10:52] Speaker 1: and we can talk about the racks, and we can
[10:53] Speaker 1: talk about liquid cooling, but these other pieces that make
[10:57] Speaker 1: this engine go are going to be vitally important. If
[11:00] Speaker 1: those cappax numbers are being spent from the hyperscal is,
[11:03] Speaker 1: then we got to file the money, just a lot
[11:04] Speaker 1: of money.
[11:05] Speaker 3: And look at the partnership matter in Google are now
[11:10] Speaker 3: working on TPU integration together, which is really important because
[11:16] Speaker 3: my biggest fear.
[11:18] Speaker 4: In the Nvidia trade is Wildwei and.
[11:21] Speaker 3: Deep Seek working together in tandem because Huawei isn't publicly traded,
[11:27] Speaker 3: Deep Sek is still private, so they don't have to
[11:30] Speaker 3: report everything that's going on. So I do love seeing Meta, Google, Amazon, Microsoft,
[11:37] Speaker 3: that excuse me, Apple and Google working together because the
[11:40] Speaker 3: big monster that we have to defeat is China beating
[11:44] Speaker 3: us to this race. But look at the partnership layers
[11:46] Speaker 3: as well. And if people are not integrated into the ecosystem,
[11:49] Speaker 3: they're not going to be I know there's a lot
[11:51] Speaker 3: of reports of this company, this AI company is going
[11:54] Speaker 3: to be the next one hundred bagger is not many
[11:56] Speaker 3: of them out there.
[11:58] Speaker 1: I promise you a problem. I like I like the
[12:01] Speaker 1: TPU talk. You want to go there, you want to
[12:03] Speaker 1: go there?
[12:04] Speaker 2: Well, yeah, let's let's talk about that. We get back
[12:06] Speaker 2: in there like by and share. Yeah, let's talk about that. Obviously,
[12:11] Speaker 2: Google has had a big day today, let's talk. Let's
[12:15] Speaker 2: talk about that. As far as what's next on the horizon.
[12:20] Speaker 3: I think Google is one of the best run companies
[12:23] Speaker 3: in history, and at a time where they were about
[12:26] Speaker 3: to be counted out. You can argue right now, Google's
[12:30] Speaker 3: the best AI company in the United States of America.
[12:34] Speaker 1: It's one off. You can argue, okay, okay, okay, okay,
[12:37] Speaker 1: you can argue it. Yes, yeah, yes, yes, because in.
[12:41] Speaker 3: Business we can be very let's just talk like it's
[12:43] Speaker 3: just us one of the and they had to do it.
[12:46] Speaker 3: But when in video became the Darling, every other company
[12:51] Speaker 3: or the Big twelve and tech re tooled their business.
[12:56] Speaker 1: To then.
[12:58] Speaker 4: Take a piece of their business and markets.
[13:00] Speaker 3: Here, Apple's now working on their own version of that
[13:05] Speaker 3: now Google, of course, because the thought is, okay, I
[13:09] Speaker 3: can either let you cannibalize my business, well, I can
[13:12] Speaker 3: make Gemini so amazing that it cannibalizes the business itself.
[13:16] Speaker 3: But now there's even ads starting to be integrated into Gemini.
[13:20] Speaker 3: So I've always said since the beginning of the show,
[13:22] Speaker 3: the companies with the most money are going to find
[13:24] Speaker 3: a way to lead the revolution and the next technology.
[13:27] Speaker 3: They're not going to get left behind. And as soon
[13:30] Speaker 3: as Sam had his mistake and cro fail for with
[13:32] Speaker 3: brad Gersner, look how quickly other companies are encroaching and
[13:37] Speaker 3: getting better at a time. And you can you can
[13:40] Speaker 3: make the argument that Anthropics doing better than Open Ai
[13:43] Speaker 3: in terms of deliverables in the LLM. So, but the
[13:47] Speaker 3: partnership is for secure in the future. And once again
[13:50] Speaker 3: when metafl a bunch after earnings, I'm like, they're making
[13:54] Speaker 3: the right investments at the right time. I think it
[13:56] Speaker 3: was mistimed how much they dropped, and I think the
[14:01] Speaker 3: stock will go up a lot as a result. But
[14:03] Speaker 3: in times of crisis and economic crunches, you're going to
[14:07] Speaker 3: see the top players work with each other. Ten years ago,
[14:10] Speaker 3: it was Apple and Google for the search engine. Now
[14:12] Speaker 3: it's Apple and Google for AI. But this Meta in
[14:15] Speaker 3: Google partnership, I think it's going to do incredibly well
[14:19] Speaker 3: for both companies, but of course Google has the lead.
[14:22] Speaker 1: As of today. Google is amazing. I'm agreeing with you
[14:26] Speaker 1: with that. I think you touched on something really important.
[14:28] Speaker 1: I'm going to go back to it a year ago.
[14:31] Speaker 1: And if we think about what we were saying about
[14:33] Speaker 1: open Ai and how they looked at Google almost in
[14:38] Speaker 1: a mocking fashion. Yes, it's almost like, hey, you guys
[14:41] Speaker 1: will never catch us.
[14:42] Speaker 4: Hey can we really quick? Can we talk how big
[14:44] Speaker 4: of a mistake?
[14:45] Speaker 1: That is a huge one?
[14:46] Speaker 4: Why are you throwing a rock at a sleeping giant?
[14:50] Speaker 1: Yeah? And so it got me thinking, right, and I
[14:54] Speaker 1: still think of it. Obviously in video the art, you
[14:57] Speaker 1: could make the argument right in terms of performance and
[14:59] Speaker 1: what they're putting out. Yes, the performance is superior. I
[15:04] Speaker 1: think the smartest move they did. And we watched this
[15:06] Speaker 1: move happen with Broadcom and we kind of talked about it.
[15:10] Speaker 1: When they said, look, you can have the GPU market.
[15:14] Speaker 1: It's yours. You're so dominant, have it. AMDA said, all right,
[15:18] Speaker 1: we'll be number two. We'll take some of the market
[15:20] Speaker 1: share that it looks like it's working out for them,
[15:23] Speaker 1: right There wasn't going to be a number three. So
[15:25] Speaker 1: they said, we're not doing GPUs, we'll do the XPU.
[15:29] Speaker 1: I think while while this is happening, Google says, we're not.
[15:33] Speaker 1: We'll rely on you for now, but we've got to
[15:35] Speaker 1: create something that we can internally do and we can
[15:38] Speaker 1: internally rely upon, and that's the TPU. So that's the
[15:40] Speaker 1: tensor processing unit. So if you've hurt TPU over the
[15:43] Speaker 1: past couple of days, that's why. Why is it important?
[15:46] Speaker 1: Because it makes them self reliant. They won't need Nvidio
[15:49] Speaker 1: at the same level they once did. Why did we
[15:52] Speaker 1: see another company run up, that company being named Broadcom.
[15:58] Speaker 1: It's because Broadcom can help design that TP right, which
[16:03] Speaker 1: is why when they said XPU, look, that means we'll
[16:05] Speaker 1: make any PU for anyone will help you make this.
[16:08] Speaker 1: And so we watched broad comrades. Right, they were up
[16:11] Speaker 1: ten percent today. Google was leading the charge up I
[16:15] Speaker 1: think like nine percent. Those two companies were starting to move,
[16:18] Speaker 1: and Video hasn't moved at the same level. Right it
[16:20] Speaker 1: had its earnings And I heard a shout out to
[16:23] Speaker 1: Josh Brown. He says something very interesting. He's like Nvidia
[16:25] Speaker 1: at this point is like Jordan in ninety six, comparing
[16:29] Speaker 1: himself to what he did in ninety five. Yeah, you're
[16:32] Speaker 1: the champion, you're the.
[16:33] Speaker 4: Best player, but you're so exceptional.
[16:35] Speaker 1: It's so exceptional, like you're not.
[16:37] Speaker 4: Going to have an exponential growth from where you are.
[16:40] Speaker 1: Yeah, Carmel owles MVP. You know what I'm saying. You're that,
[16:43] Speaker 1: but you're but we know who the best player is.
[16:45] Speaker 1: The TPU thing is is important because number one, it's cheaper,
[16:51] Speaker 1: it's faster. But right now, and I'm just saying right now,
[16:56] Speaker 1: it's really designed just for Google Cloud products.
[17:00] Speaker 3: Which is smart because it keeps the ecosystem inside and
[17:02] Speaker 3: from a branding lesson, going back to the ocean strategy.
[17:05] Speaker 3: I love companies when they create a market that they
[17:08] Speaker 3: have dominant sharing.
[17:10] Speaker 1: Right. So now it says to me, Okay, if Google
[17:13] Speaker 1: does it, Amazonal'll be next. H Right, Microsoft is already
[17:18] Speaker 1: there with open Ai. And so does that take some
[17:21] Speaker 1: business away from Nvidia? It will take some away some
[17:28] Speaker 1: until Oh that's wrong. That's where I'm going. I'm going
[17:33] Speaker 1: there right so here, you can't. So right now, the
[17:38] Speaker 1: TPUs that that Google makes, and it is phenomenal and
[17:41] Speaker 1: we can see the results of some of the products
[17:42] Speaker 1: they put out. It can't do general purpose workloads like
[17:45] Speaker 1: GPUs do. And again it's multi for Google Cloud. That's
[17:49] Speaker 1: the not right, So it works on Google Internal AI
[17:51] Speaker 1: and Google Cloud workloads. Great. Obviously GUS for AI training
[17:57] Speaker 1: does inference. Uh, and it's more excess, right, you can
[18:00] Speaker 1: use that on different type of workloads. So that's just
[18:02] Speaker 1: in that market, right, if we're talking about large language models.
[18:07] Speaker 1: But where is the next trillion dollar industry quantum and robotics? Robotics?
[18:17] Speaker 1: So then you start putting the pieces together. Who did
[18:21] Speaker 1: we see Jensen sitting with last week? Yeah, that guy,
[18:29] Speaker 1: that guy who told us that money will be irrelevant
[18:32] Speaker 1: when I start. When you start seeing these signs, you
[18:34] Speaker 1: start to put the pieces together. He's sitting next to
[18:37] Speaker 1: the guy who's going to be integral in that robotics space.
[18:40] Speaker 1: He's sitting next to the guy who's already integral in
[18:42] Speaker 1: the EV space. Those products in those sectors are going
[18:46] Speaker 1: to need GPUs and so yeah, it might lose some
[18:49] Speaker 1: from the Googles when they do CPUs TPUs, but you
[18:54] Speaker 1: got a whole sector of robotics evs that they are
[19:00] Speaker 1: still going to be the king of. And if when
[19:02] Speaker 1: we went to GtC, what's the last thing he brought
[19:06] Speaker 1: on stage? Yeah, a little robot.
[19:09] Speaker 4: Robot come out on stage, interact with whatever.
[19:12] Speaker 1: Then we went we went into the assembly hall. It
[19:15] Speaker 1: was the robot that was cleaning your kitchen and taking
[19:18] Speaker 1: your food out the oven.
[19:19] Speaker 4: Putting groceries away.
[19:21] Speaker 1: But the groceries away right GtC happened in uh DC
[19:26] Speaker 1: a few weeks ago. Robotics again, why is he talking
[19:30] Speaker 1: about that? He's talking about it for a reason. He
[19:33] Speaker 1: knows that's where the pivot is going to be. If
[19:35] Speaker 1: we lose some of this market share, we're about to
[19:38] Speaker 1: go dominate that one. So everybody the Nvidia training is old, No, no,
[19:43] Speaker 1: it's not going anywhere.
[19:45] Speaker 3: And even their mote, as you've highlighted, the moat in
[19:48] Speaker 3: Nvidio has because people asking me all this was people
[19:51] Speaker 3: are encroaching in the territory. How would it defended. They
[19:54] Speaker 3: were defended by being in partnership with everyone who's encroaching.
[19:57] Speaker 3: So I'll give you part of this business in lieu
[20:00] Speaker 3: of national interest. But these are the markets stay away from.
[20:05] Speaker 3: And it's lining that perfectly that way.
[20:07] Speaker 1: And it's and so last week we were talking about
[20:09] Speaker 1: what this run isn't over right, It's not just about
[20:11] Speaker 1: the product now, it's about the region, right, so they're
[20:13] Speaker 1: in South Korea. Now they're in the UAE. But lo
[20:17] Speaker 1: and behold, wait, there's a press conference for an Ai
[20:22] Speaker 1: holds on this this talk that China might come back
[20:25] Speaker 1: into the full. China might come back in the fifth
[20:30] Speaker 1: allegedly a fifty billion dollar opportunity may come back into
[20:34] Speaker 1: the fold.
[20:35] Speaker 2: Yeah, yeah, yeah, Well we're gonna talk about the China
[20:39] Speaker 2: thing and Trump later on. I want to I want
[20:43] Speaker 2: to do this. We want to have a brief segue
[20:46] Speaker 2: into something, and we're gonna have another conversation. But I
[20:49] Speaker 2: put that rent is up over one hundred and fifty
[20:54] Speaker 2: percent since two thousand. The average car average new car
[20:58] Speaker 2: jump from sixteen thousand and nineteen ninety to forty eight
[21:01] Speaker 2: thousand today. That's a three x in one generation. College
[21:06] Speaker 2: tuition is up more than seven hundred and fifty percent
[21:09] Speaker 2: since the nineteen eighties. So the thing about it is
[21:14] Speaker 2: that when I worded it was that it's only getting worse.
[21:17] Speaker 2: By the time you finally make more money, it's worth
[21:21] Speaker 2: half of what it used to be. Nothing is more
[21:24] Speaker 2: expensive than not having enough. You can't save your way
[21:29] Speaker 2: or work your way out of the rat race. Investing
[21:31] Speaker 2: in business are the only real exits. The reason why
[21:35] Speaker 2: I say that is because I'm gonna talk about the
[21:38] Speaker 2: option class and I'm gonna talk about red PAT. I
[21:40] Speaker 2: want talk about Redpaan the first because.
[21:43] Speaker 1: I and.
[21:45] Speaker 2: When we do, you have the Eli Lilly on market mondays,
[21:49] Speaker 2: and this is free information. Anybody can take advantage of it,
[21:52] Speaker 2: me personally. You know, it is one of these things
[21:55] Speaker 2: like the timing that you put money into things. That's
[21:57] Speaker 2: the thing with red pain is the time that you
[21:59] Speaker 2: put money. And he was like, yeah, Eli Lilly, it
[22:03] Speaker 2: looks like you know, it's around that time. And you
[22:06] Speaker 2: know I just put money. I didn't buy an option.
[22:08] Speaker 2: I just put money in the stock, right, And to
[22:12] Speaker 2: be fully transparent, I put one hundred thousand dollars into
[22:15] Speaker 2: the stock and I'm up fifty seven percent. Yeah, so
[22:21] Speaker 2: that's just a quick fifty ball. But the reality of
[22:24] Speaker 2: it is for the free yeah. And the reality of
[22:28] Speaker 2: it is that that's why the information can change your
[22:30] Speaker 2: whole situation because you know, growing up, fifty thousand dollars
[22:34] Speaker 2: was a good salary.
[22:36] Speaker 4: Absolutely in nineteen ninety six, ninety eight.
[22:40] Speaker 1: That what I started teaching in two thousand and eight.
[22:43] Speaker 1: My salary was fifty three.
[22:44] Speaker 3: Thousand, fifty grand a year was getting it done?
[22:47] Speaker 2: Yeah, So that and then with the options, you know,
[22:51] Speaker 2: I've done multiple different options that Troy has recommended, whether
[22:55] Speaker 2: this MU, where this TSM and video a few times,
[23:02] Speaker 2: and multiple options that have gotten over you know, three
[23:05] Speaker 2: hundred percent. So when you have, like when we're saying
[23:09] Speaker 2: that the car price is three x, how do you
[23:12] Speaker 2: fight that by three x in your money?
[23:16] Speaker 4: Right?
[23:16] Speaker 2: And that's that's the whole point of why the information
[23:20] Speaker 2: is so vitally important because it's something that you only
[23:26] Speaker 2: are going to win this game if you find ways
[23:29] Speaker 2: to multiply your money. It's not an option, and the
[23:35] Speaker 2: most optimal, the most optimal way possible. So buying buying
[23:40] Speaker 2: low is the optimal way of utilizing of multiplying your money, right,
[23:44] Speaker 2: Panda learning how to trade efficiently h is another way
[23:49] Speaker 2: that you can, you know, optimize your portfolio. Take a
[23:52] Speaker 2: portion of it, not the whole thing, will take a
[23:53] Speaker 2: portion of it. And and you know, have some some
[23:56] Speaker 2: level of exposure to that, but you got to know
[23:58] Speaker 2: what you're doing, so you know, that's that's important. So
[24:03] Speaker 2: kudos to you guys, because love definitely, you know, it's
[24:08] Speaker 2: one of these things that's that's a game changer, not
[24:11] Speaker 2: just in our community, but any anybody that's interested in,
[24:16] Speaker 2: you know, furthering their financial portfolio.
[24:20] Speaker 4: And here's a great part about that.
[24:21] Speaker 3: If you went to a fund manager, shot to all
[24:23] Speaker 3: the great fund managers out there, but you would have
[24:25] Speaker 3: had to give up minimum twenty percent and then a
[24:28] Speaker 3: more aggressive established fund thirty of that too. Whoever you
[24:32] Speaker 3: partner with money, please put us in chat aller the
[24:38] Speaker 3: guys speak t shirt for Christmas.
[24:39] Speaker 2: Man Having said that, you know we're going to do
[24:45] Speaker 2: something once again that we've the Black Friday. Yes, the
[24:50] Speaker 2: time is called so you know how I like to
[24:53] Speaker 2: look at it, and market Mondays is free for everybody
[24:55] Speaker 2: and it's always going to be like that for now
[25:00] Speaker 2: seeable future. So you can you get now, you can
[25:03] Speaker 2: just get ship, you can get you can education. But
[25:07] Speaker 2: we're doing something for a very limited slot. We opened
[25:10] Speaker 2: up fifty to fifty slots for this, and you'll understand
[25:15] Speaker 2: why it's fifty by the time I said it. This
[25:17] Speaker 2: isn't for everybody, but this is for a few, select few.
[25:23] Speaker 2: So we're going to do lifetime access to Red Panda.
[25:26] Speaker 2: Are we We spoke about this okay text where you
[25:35] Speaker 2: get all of that stock information, where you get the
[25:37] Speaker 2: right prices to buy. We're going to do like access
[25:40] Speaker 2: to e Yo University Choice Options class, the Communities home
[25:44] Speaker 2: Buyers blueprint financial planning called the whole Gambit. VIP Tickets
[25:49] Speaker 2: to invest Best twenty twenty six invest Best legendary.
[25:51] Speaker 3: This is the sixth year investments. You thought it was over,
[25:55] Speaker 3: It's reloaded. It's reloaded.
[25:58] Speaker 2: Actually, we IRP Tickets to Invest Fest twenty twenty six.
[26:02] Speaker 2: We are doing an in person Mastermind. We are doing
[26:06] Speaker 2: an in person Mastermind. We don't do market Monday's events anymore,
[26:09] Speaker 2: so once a yeah, we do this in person mastermin
[26:11] Speaker 2: We're doing an in person Mastermind. We're gonna bring our friend,
[26:14] Speaker 2: the Queen of AI. She actually killed the invest fstage,
[26:18] Speaker 2: and she's gonna talk about AI and then we're gonna
[26:20] Speaker 2: talk about trading. We're gonna talk about investing. Were gonna
[26:22] Speaker 2: do in person masterminding. In person Mastermind is in Capitol Hill. Yeah,
[26:29] Speaker 2: in person Matthew Monus athlete. Then we will take an
[26:35] Speaker 2: exclusive tour of Capitol Hill, first hand access congressman, senators,
[26:45] Speaker 2: one of the political friends that we know. We're gonna
[26:49] Speaker 2: be talking.
[26:50] Speaker 3: We're gonna, we're gonna be Nancy Pelosi, Marchie, Margie Taylor
[26:57] Speaker 3: Green came into Congress with seven hundred and fifty four
[27:01] Speaker 3: years later exited with two twenty five million.
[27:05] Speaker 1: Fact. That's a that's a fact.
[27:07] Speaker 2: It's a certain things. But the last thing that we're gonna.
[27:11] Speaker 3: Do, Oh boy, oh baby, we are we are taking
[27:16] Speaker 3: we got were taking a TOURV in video.
[27:20] Speaker 4: My baby, we're back.
[27:24] Speaker 2: We're taking the TOWELV in video.
[27:26] Speaker 1: No, let that really sink in Let that.
[27:32] Speaker 3: We are bringing big gang to headquarters to headquarters. Yes,
[27:39] Speaker 3: we're gonna be talking to high level executives. We're taking
[27:43] Speaker 3: the tour. We're looking at the new tech coming down
[27:46] Speaker 3: the pipeline. We are going to in video. We talk
[27:48] Speaker 3: about in video all the time. And video is the
[27:50] Speaker 3: largest company in the history of the world. And video
[27:54] Speaker 3: is the largest country company in the history of mankind.
[27:58] Speaker 3: Very rare opportunity.
[28:00] Speaker 1: Mm hm.
[28:02] Speaker 2: And we we're gonna we're gonna go to in video.
[28:05] Speaker 3: Get your asking questions up close and personal. Get to
[28:08] Speaker 3: see the culture, what they're working on.
[28:10] Speaker 5: The rags hopefully blackwell open door keys, open doors, and
[28:17] Speaker 5: you know, information and relationships change my life, Yeah, for sure.
[28:23] Speaker 2: And you know what else can we do? I mean,
[28:25] Speaker 2: I don't know what else we can do. We're gonna
[28:27] Speaker 2: give you invest best legendary Capitol Hill politicians, Crazy Red Pan,
[28:34] Speaker 2: the lifetime ey University, Lifetime in Person Mastermind, and then
[28:38] Speaker 2: we're gonna go to in video. Now.
[28:40] Speaker 3: If you can't make it to the in person Mastermind,
[28:42] Speaker 3: don't worry, you will get the recording.
[28:45] Speaker 2: If you can't make it to in video, don't worry,
[28:48] Speaker 2: you will get the recording. But it's fifty slots only.
[28:52] Speaker 2: But only the first forty can go to in video
[28:56] Speaker 2: because that's an extremely limited situation. It's fifty slots for
[29:01] Speaker 2: the whole entire thing. The first forty people will get
[29:04] Speaker 2: the in video offer. How do you know if the
[29:06] Speaker 2: n video offer is still valid? If you still see
[29:09] Speaker 2: it on the website, it's still valid. If you no
[29:12] Speaker 2: longer see the in video offer on the website, that
[29:14] Speaker 2: means that is no fifty people.
[29:16] Speaker 3: That's what we're doing. Go to Market Monday's Deal dot com.
[29:24] Speaker 3: Market Mondays would have asked Market Monday's Deal.
[29:29] Speaker 2: Dot com fifty slots only.
[29:34] Speaker 3: And one of the best questions you can ask for
[29:36] Speaker 3: anyone that you meet at in video who works there,
[29:40] Speaker 3: how long have you been invested in the stop You're
[29:43] Speaker 3: going to see some correlations that they know in that
[29:46] Speaker 3: ecosystem about whole times that have made a bunch of
[29:50] Speaker 3: people millionaires and billionaires. It's one of the most fascinating
[29:54] Speaker 3: corporate environments I've been in in terms of how they work,
[29:58] Speaker 3: but how knowledgeable every one is an investment and investing schedule. Yeah,
[30:04] Speaker 3: if it felt like talking to fund managers, to every
[30:06] Speaker 3: employee that we talked to.
[30:08] Speaker 1: It's interesting, Like we talk about our visit in March
[30:11] Speaker 1: and how much that's meant to us just from an
[30:13] Speaker 1: internal standpoint, But what that has allowed us to do
[30:16] Speaker 1: is actually teach and get more in depth research to
[30:19] Speaker 1: now get back to the community so that now the
[30:22] Speaker 1: community gets to see And I just want to give
[30:24] Speaker 1: a huge, huge shout out to our partners over that
[30:26] Speaker 1: in video. They have been extremely gracious, extremely excited. They
[30:30] Speaker 1: love the work that we're doing, which is why they
[30:32] Speaker 1: invited us, and they said, look, what else can we do?
[30:35] Speaker 1: How can we be even more meaningful to the community.
[30:38] Speaker 1: And I said, we said, we got some ideas, So
[30:42] Speaker 1: this is going to be I'm excited for everybody. I'm
[30:45] Speaker 1: excited myself to be there. You never stop learning. As
[30:48] Speaker 1: a lifelong learner, you can't pass up with the opportunities
[30:51] Speaker 1: to learn. And this is definitely going to be one.
[30:53] Speaker 2: And the thing about it is too is like I
[30:55] Speaker 2: was telling them, like, you know, I was saying, I
[31:00] Speaker 2: told you, I'm like, look, this don't really make sense
[31:03] Speaker 2: because you sometimes in life you do you do too
[31:07] Speaker 2: much and then you gotta hold things for other Like,
[31:11] Speaker 2: you know, we utilizing a lot of.
[31:14] Speaker 4: Relationships capital.
[31:15] Speaker 2: Yeah, we utilizing a lot of resources in relationship capital here.
[31:20] Speaker 1: No fact, that's what this is a real conversation. I'm like,
[31:26] Speaker 1: gotta do it, all right, you gotta do it.
[31:29] Speaker 2: It is what it is, man.
[31:30] Speaker 3: See you on the other side. You got to tap shotty,
[31:33] Speaker 3: yeah for sure. Yeah, all right, okay. And the second
[31:37] Speaker 3: most important question, which companies in the valley have the
[31:42] Speaker 3: most promise over the next four or five years.
[31:45] Speaker 2: Well, that's the next thing I want to go to
[31:47] Speaker 2: at all right, So that's the deal. First fifty first come,
[31:50] Speaker 2: first serve, see you guys. Yeah, we'll see there in DC.
[31:56] Speaker 2: And once again, if you can't make it, don't worry.
[31:58] Speaker 2: We're gonna give you the We're gonna give you the video.
[32:00] Speaker 2: I know it's a lot to travel and do that.
[32:02] Speaker 2: So even if you can't make it, you'll still be there.
[32:05] Speaker 2: You'll still get the exclusive access conversation and all that,
[32:09] Speaker 2: which actually might be better as far as you know,
[32:11] Speaker 2: from a logistics standpoint, because like I said, you know,
[32:13] Speaker 2: you do have to you know, travel, get hotel and
[32:15] Speaker 2: all of that. So even if you can't make it,
[32:17] Speaker 2: you're still going to be there.
[32:19] Speaker 1: And those conversations are so important because, like I said,
[32:21] Speaker 1: when you think of the company, you think GPU. But
[32:24] Speaker 1: he was going to so many different sectors, whether it's education,
[32:27] Speaker 1: or it's defence tech, or it's finance. There's just so
[32:31] Speaker 1: many sectors that these GPUs touched and so there's experts
[32:35] Speaker 1: from all of those sectors over that are willing to say, hey,
[32:39] Speaker 1: nobody's ever asked me what I do. I would love
[32:41] Speaker 1: to tell you so yeah, life changing.
[32:44] Speaker 2: Yeah, it's a great it's actually a great idea and uh.
[32:49] Speaker 4: Brilliant idea.
[32:50] Speaker 2: Everybody can't do it. Like that's why it's like when
[32:52] Speaker 2: the investments, when we're going you know, we brought Magic
[32:55] Speaker 2: Johnson and you know Tyler Perry is like people can
[33:00] Speaker 2: and do what we do, man earners.
[33:01] Speaker 1: What's up? You ever walk into a small business and
[33:03] Speaker 1: everything just works Like the checkout is fast, their seats
[33:07] Speaker 1: are digital, tipping is a breeze, and you're out the
[33:10] Speaker 1: door before the line even builds. Odds are they're using Square.
[33:15] Speaker 1: We love supporting businesses that run on Square because it
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[33:23] Speaker 1: our merch partners. Square makes it easy for them to
[33:26] Speaker 1: take payments, manage inventory, and run their business with confidence,
[33:31] Speaker 1: all from one simple system. One of the things we
[33:33] Speaker 1: love most is seeing neighborhood businesses level up. Business West
[33:37] Speaker 1: Indian spired writing our community that started with a small
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