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Investment Coach / Host
So I want to go to something that you know is right up there as far as importance level. If you was in the EYO University class last Thursday, put some fire in the chat.
Financial Analyst / Market Expert
Yeah.
Investment Coach / Host
I know you had spoke about company, right. And then there was some news that broke on that. So talk. Talk about that. We're gonna give them some. Some window into Eli University just said.
Financial Analyst / Market Expert
Just give it away.
Sponsor Representative / Advertiser
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Financial Analyst / Market Expert
So one of the things we've been studying, obviously, is the AI revolution. And we said that the AI revolution will be monetized. And so we've been breaking this down to a fundamental matter where it's like, yeah, we know the big players, we know the Nvidias of the world, and we know the Broadcoms of the world, and we know the AMDs, but those systems don't work without some of these precursors. And so we've been doing very granular. We started with the memory sector when we were talking about Micron, and we talked about Western Digital, and we talked about Seagate, and we talked about connectivity when we were talking about Broadcom. And we started to look even deeper, right. And I started thinking about how we can treat AI and really artificial intelligence from a power standpoint, but also from a connectivity standpoint, like a human body. Right. So if I'm looking at what company is the heart of this, right. That would be easy. You would tell me. Nvidia. Well, if I looked at Broadcom as like the connectivity, that would be like the veins and the arteries of this. Right. But in order for the heart to work, it needs to have blood flow, right. And it needs to have valves. And so I started to look like what would be the valves. And then I found a company called Fabrinet.
Sponsor Representative / Advertiser
Right.
Financial Analyst / Market Expert
So if you think about it, Fabrinet is almost like that valve that, that Allows the connectivity to run faster. And I'm like, all right, this is great. And so we talked about that. We actually talked about that in stock Club a couple weeks ago. And I told people, do the research on it. Then we dug a little bit deeper and I was like, okay, we've got that. Let's go back to this memory thing. Because as I'm watching Nvidia pull back and I'm watching Broadcom go down and I'm watching Microsoft, I'm noticing that this memory sector is not moving at the same length. So obviously we've seen Micron appreciate and not even pulled back, but it was up over 200. But Western Digital was up 260. People kept putting in the chat like, you know, this is company, this company Traders company. I'm like, okay, great. So I'm studying Western Digital and part of the research, I see they have a spin off, said there's a spin off here and it's called SanDisk. And I'm like, I've heard this name before. Yeah, if you're in recording and you're doing photos or you're in music and you're using a file, a hard drive, right? You know, sandisk. And then I look in February, they actually spun off and started to be publicly traded. And I started looking at the chart, I'm like, oh, man, this is something. Then I started to understand this. Okay, Western Digital said, okay, we have the hard drive, right? And we have the flash drive. These are two different businesses that we can actually reap the benefits from. And so that actually went public in February. It's been going crazy. But I started to think about why, why is this chart moving this way, Start studying even more. And then you realize, yes, memory is important. But Samsung said something two weeks ago that was even more important to hear. They said, we don't even have enough to fulfill the orders. And so if we don't have enough, it goes back to this. How do we get this going at the immediate time? Like, we need this. We can talk about energy and we need it immediately. Right? We don't have time. We don't have 10 years away. How do we get immediate. So now Flash becomes a thing, SSD becomes a thing, and who's leading that? Standards. Yeah, right. And so if you look at Sanders, it was great. I was, I was talking about this in Dubai. We were having dinners and I was talking about this. Even some of the people in the tech world didn't even know was publicly traded. Like, no, there's something here. There's something here. Thursday in the class we went over it, I said these are the reasons why breaking it down Friday we saw it tick up. I said, oh, this is perfect. Before close I got to get into this position today. We watched SanDisk open up at 220 after the bell, huge announcement. Guess what just got added to the S P500.
Tech Industry Analyst / Co-host
This amazing company has been doing well even before they went public.
Financial Analyst / Market Expert
So now this company is now part of the S&P 500 which you know, means that could now be added inside index funds and added to the investment portfolios of bunch of people. But a company that just went public technically went public in February of this year. But it's part of this AI ecosystem like the poles and like we always talk about the levers and the pulleys and the shovels. These are those companies now. And so that body analogy, when I was talking about it after the class, I'm like, I should really just draw a diagram for it. And so I started thinking, all right, well here's the heart, here are the veins, here are the valves. Who's going to be the brain of this? You could say that, you know, AMD or Nvidia could be brain and heart. Start to think of it in terms of the body and how it runs and how it functions and if anything goes wrong right then it, it won't function at its highest form. These are the type of things we got to look for, which is why we thought Celestica early in the year would be great and it's performed outstanding. We which is why we thought memory, like if we have a brain, we need memory, right? Like your brain is broken down into different components and we know memory is part of that. You have to start thinking in that way. So these companies that are going to be essential and crucial if AI development is going to continue and flourish, which with all signs points that it will, you gotta take advantage of them. So shout out to everybody that was in class and took advantage of it. I know we're probably up like 70% in like 24 hours or 48 hours. These are the type of those moments when you see opportunities. Especially when we pulled back last week, it got up to 289. I saw it down at 186.
Tech Industry Analyst / Co-host
Execute, execute, execute. It's a prime example of a classic company that is retooled. We talked about Google a lot, but this is another company that is retooled and recalibrated for the new economy that we're in. Operate gross Profit margin is 27.9%. But this company's been well run even before it went publicly traded and I love the adjustments they've made to this economy. Unlike my baby Apple, who has not done the best. They are in that class that have done incredibly well at understanding where they. How important they are now and will be over the next four or five years as well as into like the quantum era as well. So great breakdown, great assessment.
Investment Coach / Host
I agree.
Tech Industry Analyst / Co-host
100.
Financial Analyst / Market Expert
Yeah. You know, the, the deeper conversation is that especially if you've been into photography or even what we're doing in terms of media, this company has been around you for years.
Tech Industry Analyst / Co-host
Yeah.
Financial Analyst / Market Expert
I walked in here, I have a SanDisk drive sitting here, right. I have cars, 52, 256, one terabyte SanDex car.
Sponsor Representative / Advertiser
You're not.
Financial Analyst / Market Expert
I'm not even thinking in terms of memory. Memory, Memory storage. Storage. Storage, storage. Oh, wow. The signs have always been there. But when you start doing the research, it's like everything starts to come together. Oh, that's why I keep seeing this. That's why I keep seeing this. Here's what it's being used for. Here's how it's going to benefit from the AI revolution. Like I said, it's going to be monetized and we're going to make sure that we're the ones monetizing from it for sure.
Investment Coach / Host
So you see me on my phone, I'm working through some things in real time right now. Apparently YouTube has two links that they just started a new feature where you can see a vertical and then you can see a horizontal. It's like splitting the audience. So on a chat it's not showing, like everybody's not in the same. The same chat.
Tech Industry Analyst / Co-host
Oh, really? Okay, so they have a mobile link.
Investment Coach / Host
And in a desktop tv.
Financial Analyst / Market Expert
Okay, okay. Streamyard is doing that. Okay. Yeah, Stream Yard. Yeah. Yeah. Okay, that's good. Now we know. Yeah, that's it over there and over here too.
Investment Coach / Host
Okay, but where is.
Financial Analyst / Market Expert
Says here, hide vertical. Let's see. I'm gonna click it. Let's see what happens. Looks the same. How's it now?
Investment Coach / Host
Let me see.
Tech Industry Analyst / Co-host
I see it the same.
Financial Analyst / Market Expert
Chat, chat. Let me know.
Investment Coach / Host
Chat. How are you?
Tech Industry Analyst / Co-host
I do have a question. Which in a year, which companies that are AI adjacent will not do well because it's been discovered they aren't class A or class B as some are advertising.
Financial Analyst / Market Expert
That's a great question. I'll tell you the best way to figure this out. This is exactly what I've been doing. Right. Because again, before I ever.
Investment Coach / Host
But before, let me just say something. He's about to kill a vertical link. So if you're, if you're watching this and it's vertical and he kills it and you don't see it anymore, just come back on YouTube and watch it from the other one. So it's only gonna be one link on YouTube.
Tech Industry Analyst / Co-host
Gracias.
Financial Analyst / Market Expert
Yeah. So when, before we ever talk to the community or we talk to market monitors, like I told you, I'm going to research the company, probably three to four weeks, sometimes a couple months before we talk about it. We've been talking about this company for over a month. Like I said, we've had dinners. I know the question is going to be like, well, how do you know this is going to be the first thing I do? Who are its hyperscale partners?
Investment Coach / Host
It matters.
Financial Analyst / Market Expert
It's the first thing I look at because I know if hyperxism, I mean hyperx scalars, the metas of the world, the Googles of the world, the Amazons, the Microsofts, the Apples, if they're involved, I know the capex spend is going to be there.
Tech Industry Analyst / Co-host
And if they have priority because some of them are reporting and acting as if they have deeper partnership with Nvidia. Meta.
Financial Analyst / Market Expert
Exactly, exactly. So the key is now if it's just one, I'm not convinced. Yeah, if I see three, oh, I know something's here. If I see four, this is pretty, I'm pretty confident in this. And so a lot of times I'll look, it'll be the same hyperscalers and then when I watch those hyperscalers report, I'm always listening. That's why we always talk about capex. Has the Capex going down? Has Meta said we're going to spend less? No, they said they're going to spend more. Today Amazon announced that they're spending an additional 50 billion. Capex is still going.
Sponsor Representative / Advertiser
Right.
Financial Analyst / Market Expert
So these pieces that no one talks about, like we can talk about the large scale things, we can talk about GPUs and we can talk about the racks and we can talk about liquid cooling, but these other pieces that make this engine go are going to be vitally important. And if those capex numbers are being spent from the hyperscalers, then we got to follow the money, just follow the money.
Tech Industry Analyst / Co-host
And look at the partnership. Meta and Google are now working on TPU integration together, which is really important because my biggest fear in the Nvidia trade is Huawei and Deep Seek working together in tandem because Huawei isn't publicly traded. Deepseek is still private, so they don't have to report everything that's going on. So I do love seeing Meta, Google, Amazon, Microsoft. Excuse me, Apple and Google working together. Because the big monster that we have to defeat is China beating us to this race. Yeah, but look at the partnership layers as well. And if people are not integrated into the ecosystem, they're not going to be. I know there's a lot of reports of this company. This AI company is going to be the next 100 bagger. There's not many of them out there, I promise you. I promise you.
Financial Analyst / Market Expert
I like, I like the TPU talk. You want to go there? You want to go there?
Investment Coach / Host
Well, yeah, let's, let's talk about that when we let anybody get back in there, hit the like button and share. Yeah, let's talk about that. Obviously, Google has had a big day today, so let's talk, let's talk about that. As far as what's next on the.
Tech Industry Analyst / Co-host
Horizon, I think Google is one of the best run companies in history. And at a time where they were about to be counted out, you can argue right now Google's the best AI company in the United States of America. It's one of. You can argue.
Financial Analyst / Market Expert
Okay, okay, okay, okay.
Tech Industry Analyst / Co-host
You can argue it.
Financial Analyst / Market Expert
Yes, yes, yes, yes.
Tech Industry Analyst / Co-host
Because in business we can be very. Let's just talk like it's just us.
Financial Analyst / Market Expert
All right, let's do it.
Tech Industry Analyst / Co-host
One of the. And they had to do it. But when Nvidia became the darling, every other company or the Big 12 in tech re tool their business to then take a piece of their business in market share. Apple's now working on their own version of that. Now Google, of course, because the thought is, okay, I can either let you cannibalize my business or I can make Gemini so amazing that it cannibalizes the business itself. But now there's even ads starting to be integrated into Gemini. So I've always said since the beginning of the show, the companies with the most money are going to find a way to lead the revolution in the next technology. They're not going to get left behind. And as soon as Sam had his mistake and Kofoffle with Brad Gerstner, look how quickly other companies are encroaching and getting better at a time. And you can, you can make the argument that Anthropic is doing better than open AI in terms of deliverables in the LLM. So. But the partnership is for securing the future. And once again, when Meta fell a bunch after earnings, I'm like, they're making the right investments at the right time. I think it was mistimed how much they dropped and I think the stock will go up a lot as a result. But in times of crisis and economic crunches, you're going to see the top players work with each other. Ten years ago it was Apple and Google for the search engine. Now it's Apple and Google for AI. But this Meta and Google partnership I think is going to do incredibly well for both companies. But of course, Google has the lead as of today.
Financial Analyst / Market Expert
Google is amazing. I'm agreeing with you with that. I think you touched on something really important. I'm going to go back to it a year ago and if we think about what we were saying about OpenAI and how they looked at Google almost in a mocking fashion.
Tech Industry Analyst / Co-host
Yes.
Financial Analyst / Market Expert
It's almost like, hey, you guys will never catch us.
Tech Industry Analyst / Co-host
Hey, can we really quick, can we talk? How big of a mistake that is?
Financial Analyst / Market Expert
A huge one.
Tech Industry Analyst / Co-host
Why are you throwing a rock at a sleeping giant?
Financial Analyst / Market Expert
Yeah. And so it got me thinking, right? And I still think of it. Obviously Nvidia, the art. You could make the argument right in terms of performance and what they're putting out. Yes, the, the performance is superior. I think the smartest move they did. And we watched this move happen with Broadcom and we kind of talked about it when they said, look, you can have the GPU market, it's yours. You're so dominant. Have it. AMD has said, all right, we'll be number two, we'll take some of the market share. That, that looks like it's working out for them.
Tech Industry Analyst / Co-host
Right.
Financial Analyst / Market Expert
There wasn't going to be a number three. So they said, we're not doing GPUs, we'll do the XPU. I think while, while this is happening, Google says we're not, we'll rely on you for now, but we've got to create something that we can internally do and we can internally rely upon. And that's the tpu. So that's the tensor processing unit. So if you've heard TPU over the past couple days, we. That's why. Why is it important? Because it makes them self reliant. They won't need Nvidia at the same level they once did. Why did we see another company run up? That company being.
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Financial Analyst / Market Expert
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Investment Coach / Host
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Financial Analyst / Market Expert
Pain made it tough to sleep until.
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Financial Analyst / Market Expert
Is because Broadcom can help design that tpu.
Tech Industry Analyst / Co-host
Right?
Sponsor Representative / Advertiser
Right.
Financial Analyst / Market Expert
Which is why when they said xpu look that means we'll make any pu for anyone. We'll help you make this. And so we watched Broadcom rides, right? They were up 10% today. Google was leading the charge up I think like 9%. Those two companies were starting to move. Nvidia hasn't moved at the same level. Right. It had its earnings and I heard shout out to Josh Brown. He said something very interesting. He's like Nvidia at this point is like Jordan in 96 comparing himself to what he did in 95. Yeah, you're the champion, you're the best player.
Tech Industry Analyst / Co-host
But you're so exceptional.
Financial Analyst / Market Expert
It's so exceptional.
Tech Industry Analyst / Co-host
Like you're not going to have an exponential growth from where you are.
Sponsor Representative / Advertiser
Yeah.
Financial Analyst / Market Expert
Carmelo's mvp. You know what I'm saying? Yeah, that. But you're, but we know who the best player is. The TPU thing is, is important because number one it's cheaper, it's faster. But right now, and I'm saying right now it's really designed just for Google.
Tech Industry Analyst / Co-host
Cloud products which is smart because it keeps the ecosystem inside. And from a Brandon lesson going back to blue ocean strategy. I love companies when they create a market that they have a dominant sharing. Right.
Financial Analyst / Market Expert
So now it says to me, okay, if Google does it, Amazon will be next. Right. Microsoft is already there with open AI. And so does that take some business away from Nvidia?
Tech Industry Analyst / Co-host
It will take some away.
Financial Analyst / Market Expert
Some until, oh, that's where I'm going, I'm going there.
Tech Industry Analyst / Co-host
Right?
Financial Analyst / Market Expert
So here's something to come. You, you can't. So right now the, the TPUs that that Google makes and it's phenomenal and we can see the results of some of the process they put out it can't do general purpose workloads like GPUs do. And again, it's mostly for Google Cloud. That's the knock.
Tech Industry Analyst / Co-host
Right.
Financial Analyst / Market Expert
So it works on Google internal AI and Google Cloud workloads.
Sponsor Representative / Advertiser
Great.
Financial Analyst / Market Expert
Obviously GPUs for AI training, does inference and it's more accessible. Right. You can use that on different type of workloads. So that's just in that market. Right. We're talking about large language models, but where is the next trillion dollar industry? Quantum and robotics. Robotics. So then you start putting the pieces together. Who did we see Jensen sitting with last week? Yeah, that guy. That guy who told us that money won't, will be irrelevant when I start. When you start seeing these signs, you start to put the pieces together. He's sitting next to the guy who's going to be integral in that robotic space. He's sitting next to the guy who's already integral in the EV space. Those products in those sectors are going to need gpus. And so yeah, it might lose some from the Googles when they do CPUs, TPUs, but you got a whole sector of robotics, EVs that they are still going to be the king of. And if when we went to gtc, what's the last thing he brought on stage? Yeah, a little robot, cute ass robot.
Tech Industry Analyst / Co-host
Come out on stage, interacting with him.
Financial Analyst / Market Expert
Then we went, we went into the assembly hall. It was the robot that was cleaning your kitchen and taking your food out the oven.
Tech Industry Analyst / Co-host
Yep. Putting groceries away.
Financial Analyst / Market Expert
Putting the groceries away.
Tech Industry Analyst / Co-host
Right.
Financial Analyst / Market Expert
GTC happened in D.C. a few weeks ago. Robotics again. Why is he talking about that? He's, he's talking about it for a reason. He knows that's where the pivot is going to be. If we lose some of this market share. We're about to go dominate that one. So everybody, the, the Nvidia train is old. No, no, it's not going anywhere.
Tech Industry Analyst / Co-host
Even their moat, as you've highlighted the moat Nvidia has because people ask me all this, well, people are encroaching on the territory. How would it defend it? They would defend it by being a partnership with everyone who's encroaching. So I'll give you part of this business in lieu of national interest. But these other markets stay away from. And it's lining up perfectly that way and it's not.
Financial Analyst / Market Expert
And so last week we were talking about what? This run isn't over.
Tech Industry Analyst / Co-host
Right.
Financial Analyst / Market Expert
It's not just about the product now, it's about the region. Right. So they're in South Korea now. They're in uae, but lo and behold. Wait, there's a press conference for an AI. Wait, hold on. There's, there's talks that China might come back into the fold. China might come back to the 450.
Tech Industry Analyst / Co-host
Allegedly.
Financial Analyst / Market Expert
Allegedly. A 50 billion dollar opportunity may come.
Sponsor Representative / Advertiser
Back into the fold.
Investment Coach / Host
Yeah, yeah, yeah. Well, we're gonna talk about the China thing in Trump later on. I wanna, I wanna do this. I want to have a brief segue into something, then we're gonna have another conversation. But I put that rent is up over 150 since 2000. The average car, average new car jump from 16,000 in 1990 to 48,000 today.
Tech Industry Analyst / Co-host
That's insane.
Investment Coach / Host
That's a 3X in one generation. College tuition is up more than 750% since the 1980s. So the thing about it is that when I worded it was that it's only getting worse. By the time you finally make more money, it's worth half. Half of what it used to be. Nothing is more expensive than not having enough. You can't save your way or work your way out of the rat race. Investing in business are the only real exits. The reason why I say that is because I'm gonna talk about the option class and I'm gonna talk about red panel, red panda first. Because Ian, when we do had the Eli Lilly on market Mondays. And this is free information. Anybody can take advantage of it. Yeah, me personally, you know, is, is one of these things like the timing that you put money into things. That's the thing with Red Pandas. The time that you put money and he was like, yeah, Eli Lilly, it looks like, you know, it's around that time. And you know, I just put money. I didn't buy an option, I just put money in the stock. Right. And to be fully transparent, I put a hundred thousand dollars into the stock and I'm up 57. Yeah. So that's just a quick 50 ball. But, but the reality of it is for the free.
Tech Industry Analyst / Co-host
Yeah.
Investment Coach / Host
And the reality of it is that that's why the information can change your whole situation. Because, you know, growing up, $50,000 was a, a good salary.
Tech Industry Analyst / Co-host
Absolutely. In 1996, 98.
Sponsor Representative / Advertiser
What.
Financial Analyst / Market Expert
I started teaching in 2008. My salary was 53,000, 50 grand a.
Tech Industry Analyst / Co-host
Year was getting it done.
Investment Coach / Host
Yeah. So that, and then with the options, you know, I've done multiple different options that Troy has recommended. Whether it's MU or this TSM Nvidia a few times. And multiple options that have gotten over, you know, 300. So when you have like when we saying that the car price is 3x'd, how do you fight that by 3x in your money? Right? And that's, that's the whole point of why the information is so vitally important because it's something that you only are going to win this game if you find ways to multiply your money. It's not an option in the most optimal, the most optimal way possible. So buying, buying low is an optimal way of, of utilizing, of multiplying your money. Red Panda. Learning how to trade efficiently is another way that you can, you know, optimize your portfolio. Take a portion of it, not the whole thing will take a portion of it and, and you know, have some, some level of exposure to that. But you got to know what you're doing so you know, that's, that's important. So kudos to you guys because love definitely, you know, it's one of these things that's, that's a game changer not just in our community but any, anybody that's interested in, you know, furthering their financial portfolio.
Tech Industry Analyst / Co-host
And here's the great part about that. If you went to a fund manager, shout to all the great fund managers out there but you would have had to give up minimum 20 and in a more aggressive established fund, 30% of that too. Whoever you partner with, I made your money. Please put yes in chat. All I want is a God speed T shirt for Christmas.
Investment Coach / Host
So having said that, you know we're gonna do something once again that we've the Black Friday. Yes, the time has come. So you know how I like to look at it. Market Mondays is free for everybody. It's always going to be like that for now, for the foreseeable future. So you can, for now you can just get your, you can get information but we doing something for a very limited slot. We opened up 50 to 50 slots for this and you'll understand why it's 50 by the time I said it. This isn't for everybody but this is for a few, select few. So we're going to do lifetime access to Red Panda.
Tech Industry Analyst / Co-host
Are we.
Financial Analyst / Market Expert
Spoke about this?
Investment Coach / Host
Okay, text where you get all of the stock information where you get the right prices to buy. We're going to do light access to EYO University choice options class the communities, home buyers, blueprint financial planning calls the whole gambit. VIP tickets to Invest Fest 2026 Invest Fest legendary. This is the sixth year. Oh Invest Fest. You thought it was over. It's reloaded. It's reloaded. VIP tickets to invest fest 2026. We are doing an in person mastermind. We are doing an in person mastermind. We don't do Market Mondays events anymore. So once a year we do this in person mastermind. We're doing an in person mastermind. We're going to bring our friend, the queen of AI. She actually killed the Invest Fest stage and she gonna talk about AI, then we're gonna talk about trading, we're going to talk about investing. We're going to do in person Mastermind. In person Mastermind is in Capitol Hill. Yeah.
Financial Analyst / Market Expert
Those not in the know.
Investment Coach / Host
Then we will take an exclusive tour of Capitol Hill. Firsthand access. Congressmen, senators, political friends that we know.
Financial Analyst / Market Expert
You mean the AI decision makers.
Investment Coach / Host
We ain't gonna be talking. We gonna be Nancy Pelosi.
Tech Industry Analyst / Co-host
I need auntie before we leave, though.
Investment Coach / Host
Margie Taylor Green came into Congress with750,000. Four years later exited with 225 million facts.
Financial Analyst / Market Expert
That's a, that's a fact.
Investment Coach / Host
It's a certain things, but the last thing that we gonna do. Oh.
Financial Analyst / Market Expert
Oh, boy.
Tech Industry Analyst / Co-host
Oh, baby.
Investment Coach / Host
We are, we are taking, we got. We taking a tour of Nvidia.
Tech Industry Analyst / Co-host
My baby. We back.
Investment Coach / Host
We taking a tour of Nvidia.
Financial Analyst / Market Expert
Let that really sink in. Let that sink in for a sec.
Investment Coach / Host
We are bringing the gang to headquarters. To headquarters.
Financial Analyst / Market Expert
To headquarters.
Tech Industry Analyst / Co-host
Yes.
Investment Coach / Host
We're going to be talking to high level executives. We're taking the tour. We're looking at the new tech coming down the pipeline. We are going to Nvidia. We talk about Nvidia all the time. Nvidia is the largest company in the history of the world. Nvidia is the largest country company in the history of mankind. Very rare opportunity. And we, we gonna, we're gonna go.
Tech Industry Analyst / Co-host
To Nvidia, get your action questions up close and personal. Get to see the culture, what they're working on the racks.
Investment Coach / Host
Hopefully Blackwell, he's open doors and, you know, information and relationships. Changed my life.
Tech Industry Analyst / Co-host
Yeah, for sure.
Investment Coach / Host
And you know, what else can we do? I mean, I don't know what else we can do. We're gonna give you Invest Fest. Legendary.
Tech Industry Analyst / Co-host
Yeah.
Investment Coach / Host
Capitol Hill, politicians, crazy Red Panda, lifetime. Ey University lifetime. In person Mastermind. And then we gonna go to Nvidia. Now if you can't make it to the in person Mastermind, don't worry, you will get the recording. If you can't make it to Nvidia, don't worry, you will get the recording. But it's 50 slots only. But only the first 40 can go to Nvidia because that's a extremely limited situation. Yes, it's 50 slots for the whole entire thing. The first 40 people will get the Nvidia offer. How do you know if the Nvidia offer is still valid? If you still see it on the website, it's still valid. If you no longer see the Nvidia offer on the website, that means that.
Financial Analyst / Market Expert
It'S no longer valid.
Investment Coach / Host
50 people, that's what we doing. Go to market Mondays deal.com market Mondays with an S market Mondays deal.com 50 slots only.
Tech Industry Analyst / Co-host
And one of the best questions you can ask for anyone that you meet at Nvidia who works there, how long have you been invested in the stock? You're going to see some correlations that they know in that ecosystem about whole times that have made a bunch of people millionaires and billionaires. It's one of the most fascinating corporate environments I've been in in terms of how they work, but how knowledgeable everyone is in investing in an investment schedule. Yeah, it felt like talking to fund managers, to every employee that we talked to.
Financial Analyst / Market Expert
It's interesting. Like we talk about our visit in March and how much that's meant to us just from an internal standpoint. But what that has allowed us to do is actually teach and get more in depth research to now give back to the community so that now the community gets to see. And I just want to give a huge, huge shout out to our partners over at Nvidia. They have been extremely gracious, extremely excited. They love the work that we're doing, which is why they invited us and they said like, what else can we do? How can we be even more meaningful for. To the community? And I said, we said, we got some ideas.
Tech Industry Analyst / Co-host
Yeah.
Financial Analyst / Market Expert
So this is, this is going to be. I'm excited for everybody, I'm excited myself to be, to be there. You never stop learning as a lifelong learner. You can't pass up opportunities to learn. And this is definitely going to be one.
Investment Coach / Host
And the thing about it is too was like I was telling them, like, you know, I was saying, I told you, I'm like, look, this don't really make sense because you sometimes in life you do, you do too much and then you gotta hold things for other. Like, you know, we utilizing a lot of relationship capital. Yeah, we're utilizing a lot of resources and relationship capital here.
Financial Analyst / Market Expert
In effect, that's what this is, a real conversation. I'm like, gotta do it.
Investment Coach / Host
All right.
Financial Analyst / Market Expert
We gotta do it.
Investment Coach / Host
It is what it is, man. See you on the other side.
Tech Industry Analyst / Co-host
You got the tech shoddy yeah, for sure.
Financial Analyst / Market Expert
Yeah.
Investment Coach / Host
All right. Okay.
Tech Industry Analyst / Co-host
And the second most important question, which companies in the Valley have the most promise over the next four or five years?
Investment Coach / Host
Well, well, that's the next thing I want to go to, so. All right, so that's the deal. First 50, first come, first serve. See you guys.
Tech Industry Analyst / Co-host
Yeah, we'll see you there in D.C.
Investment Coach / Host
And once again, if you can't make it, don't worry, we're gonna give you the, we're gonna give you the video because I know it's a lot to travel and do that. So even if you can't make it, you'll still be there, you'll still get the exclusive access conversation and all that, which actually might be better as far as, you know, from a logistics standpoint because like I said, you know, you do have to, you know, travel, get hotel and all of that. So even if you can't make it, you're still going to be there.
Financial Analyst / Market Expert
Yeah. And those conversations are so important because like I said, when you think of the company, you think GPU. But those GPUs go into so many different sectors. Whether it's education or it's defense tech or it's finance or there's just so many sectors that jeep, these gpus touch. And so there's experts from all of those sectors that are like willing to say, hey, nobody's ever asked me what I do. I would love to tell you. So yeah, life changing.
Investment Coach / Host
Yeah, it's a great, it's actually a great idea and.
Tech Industry Analyst / Co-host
Brilliant idea.
Investment Coach / Host
Everybody can do it. Like that's why it's like when the Invest Fest, when we going, you know, we brought Magic Johnson and you know, Tyler Perry. It's like people can't do what we do.
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Financial Analyst / Market Expert
Kishana wanted to pay homage to her son.
Investment Coach / Host
I lost my son to cancer when.
Sponsor Representative / Advertiser
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Investment Coach / Host
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Financial Analyst / Market Expert
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Investment Coach / Host
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Investment Coach / Host
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Podcast: Earn Your Leisure
Hosts: Rashad Bilal & Troy Millings (with Financial Analyst/Market Expert and Tech Industry Analyst)
Date: November 26, 2025
Theme: Insightful breakdown of the latest under-the-radar AI companies fueling the revolution, deeper analysis of their role in the tech ecosystem, and actionable advice for investors looking to capitalize on emerging trends.
In this episode, the Earn Your Leisure team dives deep into the infrastructure powering the AI revolution, spotlighting both established giants like Nvidia and Google, as well as underappreciated companies such as Fabrinet and SanDisk. Using vivid analogies, the hosts and analysts break down how the AI ecosystem functions, identify key players supplying “the picks and shovels," and explain the crucial partnerships and strategic moves shaping the industry. The discussion is packed with actionable insights for investors, especially on how to spot the next wave of AI winners.
[03:34–04:48]
“If I’m looking at what company is the heart of this, right? That would be easy; you would tell me Nvidia. Broadcom is like the connectivity—the veins and the arteries. But in order for the heart to work, it needs blood flow, right? Valves. That’s when I found a company called Fabrinet.”
— Financial Analyst/Market Expert (04:03)
[04:48–09:34]
“We watched SanDisk open up at 220 after the bell—huge announcement. Guess what just got added to the S&P 500?”
— Financial Analyst/Market Expert (07:15)
[11:17–13:33]
“If hyper-scalers—the Metas, the Googles, the Amazons, the Microsofts, the Apples—if they’re involved, I know the CapEx spend is going to be there...If I see three, oh, I know something’s here.”
— Financial Analyst/Market Expert (12:16)
[14:28–16:52]
“Why is TPU important? Because it makes them self-reliant. They won’t need Nvidia at the same level they once did.”
— Financial Analyst/Market Expert (17:52)
[17:07–18:39, 25:30–29:06]
“Look at the partnership layers as well. If people are not integrated into the ecosystem, they’re not going to be...There’s not many of them out there, I promise you.”
— Tech Industry Analyst (13:33)
[29:07–32:51]
“You can’t save your way or work your way out of the rat race. Investing and business are the only real exits.”
— Investment Coach/Host (29:32)
[33:14–41:20]
On the AI Ecosystem:
“If the heart is Nvidia and Broadcom is the arteries and veins, Fabrinet is the valve that lets connectivity run faster.”
— Financial Analyst/Market Expert (04:03)
On SanDisk’s Inclusion in S&P 500:
“Shout out to everybody that was in class and took advantage of it. I know we’re probably up like 70% in like 24 or 48 hours.”
— Financial Analyst/Market Expert (08:49)
On Following Hyperscalers:
“Just follow the money...these other pieces that make this engine go are going to be vitally important.”
— Financial Analyst/Market Expert (13:14)
On Google’s Strategic Position:
“You can argue right now Google’s the best AI company in the United States of America.”
— Tech Industry Analyst/Co-host (15:04)
On Nvidia’s Ongoing Power:
“The Nvidia train is old. No, no, it’s not going anywhere.”
— Financial Analyst/Market Expert (27:55)
On Investing as an Escape:
“You can’t save your way or work your way out of the rat race. Investing and business are the only real exits.”
— Investment Coach/Host (29:32)
This episode offers a masterclass on AI investing, mixing big-picture strategy with tactical, actionable insights. The hosts emphasize how understanding the infrastructure behind AI—beyond the obvious household names—can yield major gains. By following the money, scrutinizing partnerships, and connecting with the right players (both corporates and community), listeners are equipped to spot the next big AI winners—and avoid pitfalls—as this wave transforms every industry.