Brian (2:40)

It used to be a Walgreens in your neighborhood. Good luck if you can find it. And CVS is still here. 9,000 locations. And they have vertical integration, which is very unique in the sense that they have insurance. They, they bought Aetna, so they have the insurance, Right. They have prescription delivery and they have direct patient care. Yeah, you have all those things in one. Whereas UnitedHealthcare doesn't quite have it. They're the largest provider of health insurance. They don't have all three verticals. The. So when you think about it in that sense, I'm like, all right. People still look to find out each one of those verticals from different places. Then my wild card came in and I said, well, who can disrupt them from the retail space and who can also disrupt them from the primary care space? And then I came to this company called Amazon and I thought, damn, 9,000 locations is great until you can have same day delivery straight to your house. Now you got a billion locations, right? Because everybody, if you're going to get it delivered, you have to have an address. I'm like, all right, well that could kick in the door for them from a retail standpoint. But as soon as they have AI agents and agentic is a big thing for Amazon and we saw this kind of during COVID when you couldn't go to the doctor, but you had that telehealth situation where you call and you can get your symptoms and the doctor would call you. As we get further on in this AI space, especially with the gentic and we saw industries that will be disrupted law for sure, healthcare is going to be another one. If Amazon has the agentic AI in the healthcare field with the direct to consumer retail space, I think they become the number two in the healthcare ETF funds going forward.

Chris (4:30)

Okay, I got a question for you. This is my first pushback I've had to. You ever how you pick CVS and Amazon in the same class?

Brian (4:39)

No, no, no, I. CVS is a wild card. Amazon. You know why it's a wild card? It's because it's one of these, these sleeper companies that is in your neighborhood, Right. You probably frequent there. But you're not thinking of it as a company that you can invest in, but you look at it year to date, it's up 46%. Even in the midst of all these tariffs. Year to date it's up 46. Has it come down from its highs of 111? I think maybe 10 years ago. And it hit another peak of 106. It looks like it's on that upward momentum again. We'll see. But it's just an interesting company. When you think of vertical integration inside of healthcare, that makes it very unique. Yeah, but there goes my Amazon again. I know y'all gonna say I'm biased.

Chris (5:25)

But here's the part about the bias and being upset about a pick. There are only certain companies that are generational companies. Apple is that for a long time. Nvidia's having their moment. Microsoft has found a way to put themselves back in the conversation. Tesla had a chance. Amazon is one of those ones. Every generation you may get maybe 10 companies or 12 companies that are going to have the 20 or 30 year run. And they keep finding what, let's be very honest, Amazon has found ways to innovate better than Apple. It's just not saying because they don't have a Tim Cook at the moment. But over the last three or four years they've done a better job. Sure.

Brian (6:09)

And all those companies are still relying on it. And when we talk, when we talk about aws, we could say like, yes, Google is on its way and yes, Microsoft is in terms of cloud, but they're still a leader and they have the capex to actually spend, to innovate. So I know that, you know, their profit margins aren't as wide as a company like Nvidia. There's a reason for that. They're continuously building and they're not just doing it in one industry which makes them so unique and is why they become so dominant. And so if they, they enter this from an AI standpoint with the lead of having cloud, having infrastructure, having their own GPUs, they're going to be doing that for a reason. It's interesting, we had this conversation in Virginia. We were talking to a gentleman, 73 years old and he was talking about he owns land and in Richmond and he was like, I used to sell lumber for like 10 to 15 years, but you know, it's not that fruitful in a sense where you make maybe six figures, but it takes time to grow the trees. Yeah, there's a new thing that we're going to be doing soon. I'm like, what is it? He was like, these companies keep coming in and they want to build data centers on my land. And I was like, tell me more, tell me more. Yeah. And as we start speaking and he started sharing his knowledge, he was like, yo, it's everywhere. It's everywhere and you can hear it. I mean you can hear the rhetoric saying people are going to slow down spending and some of that will be true. But the, the mega caps, they're in a race to beat each other for sure. Please know that. Please know that. So if you hear Microsoft saying they did something, just know that Amazon's not, they're not looking like Big four.

Chris (7:45)

Yeah, they're all gonna race.

Brian (7:47)

They're thinking like, no, we need to do more.

Derek (7:49)

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