MM #286: Will Google Pass Nvidia? Next Big Stock Sector, Bitcoin Buy Zone, & Our End-of-Year Predictions

Summary

Market Mondays #286: Will Google Pass Nvidia? Next Big Stock Sector, Bitcoin Buy Zone, & End-of-Year Predictions

Date: November 25, 2025
Hosts: Rashad, Troy, Ian (EYL Network)

Episode Overview

This jam-packed episode dives deep into tech and investing’s hottest questions as 2025 draws to a close:

• Can Google outpace Nvidia in AI?
• Which lesser-known stocks and sectors offer outsized opportunity?
• Bitcoin’s new buy zone and outlook
• Top strategies for navigating volatility, picking stocks, and building real generational wealth
  The hosts serve up tactical advice, notable plays, and candid takes in their signature raw, community-driven style.

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Key Discussion Points & Insights

1. AI Ecosystem & Under-the-Radar Winners

Granular AI Stock Picks – Memory & Connectivity

• Rashad shares his “AI as a human body” analogy, mapping out which companies play the role of heart, veins, and valves in the system (11:08-17:57)
  • Nvidia: “The heart” – processors
  • Broadcom: “Veins and arteries” – connectivity
  • Fabrinet: “Valve” – enhances AI connectivity and speed
  • Western Digital/SanDisk: The memory sector; SanDisk recently spun off and surprised many by being added to the S&P 500 less than a year after going public.
• “In photography, media, recording – Sandisk has been around us forever, but we weren’t thinking in terms of memory’s future value.” (Rashad, 17:11)
• SanDisk surged after class tips; underscores importance of executing on granular research before a stock’s mainstream moment.

How to Pick True AI Adjacents (19:07)

• Look for “hyperscaler” partners (Google, Meta, Amazon, Microsoft). If a company has multiple, that’s a green flag.
• “If it’s just one, I’m not convinced. If I see three or four, there’s something here.” (Rashad, 20:24)
• Capex spending from the hyperscalers signals robust demand for a product or sector.

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2. Google vs Nvidia: AI Arms Race and the Rise of TPUs

Is Google the New AI Leader? (22:22)

• Ian boldly claims, “Google is one of the best run companies in history. At a time they were about to be counted out...you could argue Google's the best AI company in America.” (22:22)
• Discussion of Google’s TPU (Tensor Processing Unit):
  • “TPU makes Google self-reliant. Cheaper, faster for their cloud – but designed for Google use, not general workloads like Nvidia’s GPUs.” (Rashad, 27:02)
• The next sector for GPUs: Robotics and quantum computing. Nvidia’s moat is not just AI, but also dominant in these emerging spaces.

Nvidia’s Position Stays Strong

• Even as Google, Amazon, Microsoft create their own chips, Nvidia maintains relevance through:
  • Partnerships (“They’ll defend their moat by partnering—give some business, but keep the rest.” – Ian, 29:48)
  • Geopolitical positioning: Entering new regions and potential re-opening of business with China, which could be a “$50 billion opportunity” (Rashad, 30:34)

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3. Next Big Stock Sector – Power & Energy for AI (44:00+)

AI Needs Power: Who Benefits Now?

• “None of this works without power. AI isn’t just silicon, it’s kilowatts.” (43:38)
• Short-term leader: GE Vernova (GEV) – dominates gas turbines, partners include Amazon AWS, Duke Energy, NextEra, Chevron. Huge international opportunity, including Saudi partnerships.
• Top 4 Energy Picks:
  • GEV
  • NextEra
  • Duke Energy
  • Constellation (Vistra as another notable mention; Oklo as nuclear play to watch) (47:29; 49:54)

Strategy:

• Don’t over-diversify—“Only need 4-6 great stocks long-term.” (Ian, 49:02)

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4. Bitcoin Buy Zones, MicroStrategy, and Crypto Outlook (50:20+)

Bitcoin Timing

• Ian: “Second best entry of 2025 was when it bounced at 80,000–86,000. First best was in April. These are buy zones for the year.” (50:48)
• Price target for the year’s top: $127,000.

MicroStrategy’s Complex Situation

• “He’s under attack. Banks don’t want a non-institutional ‘face’ of a global asset.” (Ian, 52:50)
• MicroStrategy doesn't move one-to-one with Bitcoin and is facing pressure; buy only at deep value (suggested buy zone $96–$116, worst case).
• “When you’re buying MicroStrategy, you’re betting on Saylor’s brilliance, like you do Musk at Tesla.” (Ian, 55:49)

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5. Building Wealth: Investing, Business, & The “New American Dream” (57:50+)

Rethinking Home Ownership & Freedom

• “The American Dream was designed by bankers for bankers...The real goal is to be free and clear and multi-national, like top funds and companies.” (Ian, 62:32)
• Real estate still important, but asset-building, multiple incomes, entrepreneurship, and disciplined investing are the true keys to financial freedom.

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6. Technical Strategies & Market Discipline

Futures Trading Tip of the Week (09:21)

• Monday/Friday: “Go for big targets. Tuesdays/Wednesdays: Shorter targets, in and out. Add consistency, not just home runs.” (Ian, 09:21)

On Price Discipline

• “Obey price above all. No matter how exciting, don’t FOMO in above your target.” (Ian, 78:19)
• For large lump sums, always wait for price. Dollar cost averaging is for smaller, regular investments.

When to Cut a Losing Position

• “My rule: If you’re down 25%, cut and look to re-enter. Otherwise, you risk severe portfolio decay.” (Ian, 89:02)

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7. Audience Q&A – Tactics & Philosophies

• How to stay disciplined when targets don’t hit: “Wait for your price. Obey your plan.” (78:19+)
• Dollar cost average or wait for lows?
  • DCA works for small/consistent sums
  • For big investments, stagger entries or wait
• Is now the time for crypto? Yes, especially in the recent pullback range (51:57)

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8. Red Panda & EYL Community Updates

• Black Friday Offer: Lifetime access to Red Panda, EYL University, Invest Fest VIP, in-person mastermind + Nvidia headquarters tour for first 40 signups. (Starts at 34:23+)
• Nvidia Tour: “You’ll see first-hand the company culture and ask executives your questions on tech and investing.” (Rashad, 38:09)
• Trading Tournament: Free, prize $50,000, December 8–15 via Ninja Trader. (64:51+)

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9. Industry Trends & Big-Picture Thoughts

Market Concentration

• “Only 4% of SP500 outperforming the ‘Magnificent 7’. May condense further. You only need a handful of stocks.” (Ian, 102:17)

Loopholes & Wealth Building

• Peter Thiel turned $1,700 in a self-directed Roth IRA into $5 billion, tax-free, by investing in PayPal (106:00+). “They be knowing…” (Troy, 108:42)

Healthcare: Eli Lilly vs Novo Nordisk

• “Lilly is the Nvidia of healthcare. Novo had its run, but that’s over. Gross margin means nothing if the pipeline isn’t there.” (Ian, 91:55 & 96:06)
• GLP-1 market is maturing and competitive advantage is shifting rapidly.

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10. Notable Quotes & Memorable Moments

• “When you can make people money, you can add value. They’ll be forever indebted.” (Rashad & Ian, 02:43)
• “Execute. These are the moments when you see opportunities. Especially after a pullback, execute.” (Ian, 16:33)
• “The companies with the most money won’t get left behind. They’ll lead the next revolution.” (Ian, 22:48)
• “Your American dream now should be financial freedom by all means. If not, you’re living the American nightmare.” (Rashad, 57:50)
• “You can only go to war if you have your money and strategy together—right now, the U.S. doesn’t have its strategy together.” (Ian, 71:33)
• “Obey your price at all costs. Whatever the worst-case basis is, put the majority of your money there.” (Ian, 78:19)
• “If you can’t cook and show up to Thanksgiving with a store-bought pie, that’s a red flag!” (Thanksgiving banter, 114:08)

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Notable Timestamps

• 09:21 – Ian’s futures trading rules
• 11:08 – AI ‘body’ analogy & deep dive into SanDisk, precursors to Nvidia
• 22:22 – Is Google now leading AI?
• 27:02 – Google’s TPU vs Nvidia’s GPU
• 43:38 – Power sector: Gas turbines as next AI play (GE Vernova)
• 50:48 – Bitcoin's buy zone & outlook
• 62:32 – The new American dream: be multi-national, build wealth
• 78:19 – Obey price discipline above all else
• 91:55 – Healthcare: Eli Lilly vs Novo
• 106:00 – Peter Thiel’s $1,700 to $5 billion Roth IRA story

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Tone, Style, and Final Thoughts

The hosts keep their language authentic and community-centered:

• Raw, honest about mistakes and market realities
• Focus on actionable research, not hype
• Frequent reminders about the importance of execution—not just knowledge

If you want a masterclass on navigating AI investing, technical discipline, and wealth-building while staying grounded in real-life stakes, this Market Mondays delivers.

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Market Mondays airs Mondays on YouTube. Follow EYL for more insights and masterclasses on wealth.

Transcript

[Rashad]

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[Troy]

For me, entrepreneurship has always been the way.

[Ian]

Investing is important because it's the only way you are going to be able to get rich and wealthy for your family. We can close the wealth gap by working together.

[Troy]

Market Monday is the biggest investment show ever.

[Ian]

My life has literally Changed since watching eyl. When you can make people money, you can add value.

[Rashad]

They're going to be forever indebted to you.

[Ian]

And I promise you, this year, I'm gonna make y' all even more money.

[Troy]

Yo.

[Ian]

Ladies and gentlemen, happy Monday.

[Rashad]

We here.

[Ian]

We are back.

[Rashad]

We live, we alive. A lot to be here to be celebrate. Celebratory about first and foremost. Welcome to Market Mondays. We are so happy that you are here with us. Shout out to everybody that was in the chat early. I saw them, some of them zip codes was going up. Shout out to 916. Shout out to everybody. Man, I love the zip codes because it tells us that this is not just a domestic thing, this is a global reach for sure. Y' all my brothers. How y' all feeling? How you feeling, my guy?

[Ian]

Amazing. How you feeling? Shout to 209. Shout out to both of my cousins back home starting varsity. I love y'. All. Go, go Cardinals.

[Troy]

Congratulations.

[Ian]

Yeah.

[Rashad]

Congrats, Congrats, Congrats.

[Troy]

Yeah, for sure, man. We got a lot to get into. This episode is going to be a. A classic. It's gonna be classic for sure. So for sure. Let's. Let's not waste too much time. You know, I know it's Thanksgiving week.

[Rashad]

Yeah, yeah, yeah.

[Troy]

Everybody's, you know, on the run, eating. Hopefully everybody's, you know, has a. Has a healthy and joyful Thanksgiving. And we don't give a big shout out to my brother Kevin. Rally.

[Rashad]

Yes.

[Troy]

City councilman in the Bronx. He had a. He had a oxtail giveaway today. Um, he's been doing the oxtail. The goat giveaway.

[Ian]

That's smart.

[Troy]

Thanksgiving, you know, mix it up a little bit. He gave our turkeys a little later, too, but, you know, he gave out the oxtails. A lot of Jamaicans in his district, so he. He wanted to be a little bit different. So, man, that was good. A good thing to see. A lot of elderly people were there in Co Op City today. So shout out to Kevin Riley, man, you know, did a great job, man, for sure. And some housekeeping items. Blackout 10 o' clock Eastern Standard Time this week.

[Ian]

Can't wait.

[Troy]

We got a lot to talk about, man. There's a lot.

[Ian]

So much going on.

[Troy]

There's a lot going on. But then also, since this is a. A Thanksgiving week, we're not going to drop a earn your leisure episode this week. Watch blackout, watch Market Mondays. Just binge watch on that and spend some time with your family. And I want to give a shout out to EY University, man, the community is so amazing. They have. We had earners, national day of Give back over the weekend. Yep. And man, over 4, 000 turkeys given away in Houston and Ohio.

[Rashad]

Yep.

[Troy]

We had Earnest come across. Come out from over 20 cities serving a community, man. Hurricane Melissa relief. Yes. DMV, North Carolina, South Florida.

[Rashad]

Shout out to them, man. You know that that's a personal thing. Shout out to y'.

[Troy]

All.

[Rashad]

Shout out to everybody. Giving back to the. To the country. Shout out to Jamal Bryant as well. I see he met with the prime minister the other day, so shout out to him.

[Ian]

Okay. That's amazing.

[Troy]

Yeah. So big. Shout out to EY University, man. We appreciate you guys so much.

[Ian]

Thank you.

[Rashad]

Yeah. Shout out to Northern California, too. Shout out to. I know that they did a give back in a little bit of a different way. Shout out to them. Shout out to the Colorado chapter, man. I see y' all out there. I'm watching all the pictures. Y' all look beautiful. Y' all making us look beautiful. It's a great thing, man. It's. Giving back is. Is paramount. It's a foundational pillar for us. So we appreciate y'.

[Troy]

All. It's a vibe. And then the last thing I'll say is we will be. Myself and Troy will be in DC. Yeah. Yeah. December, December 10th through the 13th, they have in a. The X Giving summit. Shout out to the Text Giving summit at National Park Stadium in dc. So, you know, we're going to be there. We're going to my. They're gonna be talking about AI. They're gonna be talking about all things technology related. So you can go to text giving summit 25 to get your tickets and you can enter code EYO50 for 50 off discount. But at DMV, we are coming to your area in December. So we want to see you guys, man. Show your love.

[Rashad]

Yeah. Please do. Please do. You know, we love it.

[Ian]

A few DC trips. You don't say January.

[Rashad]

You don't say. I'll do the disclaimer really quickly. Okay, good.

[Ian]

What happened?

[Troy]

You want to say anything?

[Ian]

I'll wait till.

[Troy]

All right.

[Rashad]

Yeah, I bet, bet, bet. All right. So y' all know how this works, man. Do your own research. Our content is intended to be used and must be used for informational purposes only. It's very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with or independently research and verify any information that you find on our show and which to rely upon, whether for the purpose of making an investment decision or otherwise. Shout out to everybody that is using the research and is executing on the research. The most important piece is the execution part. We love y'. All. This is how we build wealth. This is how we build our brokerages. This is how we build our community. Shout out to my brothers. Shout out to Shoddy. Shout out to Ian.

[Ian]

Shout out to you.

[Rashad]

Shout out to everybody. Shout out to everybody here. That statistic that we saw this weekend was very humbling.

[Troy]

60.

[Rashad]

I think black wealth has grown by 60 since 2020, man. Every now and then you just gotta sit back and say, wow, look at what the work is doing. So congrats to y' all brothers, for real.

[Ian]

To everyone executing on the information who's been supporting all platforms and all the shows from day one. I love y' all dearly.

[Troy]

That's a fact.

[Rashad]

Important, important.

[Troy]

Hit the like button and share. We got a jam packed episode. And I do want to say happy birthday to my brother, Jason Goodwin.

[Rashad]

Yes, yes. It's crew love.

[Troy]

Yeah. And happy birthday to Mike, his son. Birthday last week. Last week. Okay, let's get into this, please.

[Rashad]

Oh, before. Shout out to everybody that pulled up to the class on Thursday. Shout out. I appreciate y' all and everybody, that information that we got, we sold. One of those companies just got added to the S P. Maybe we talk about that, maybe we don't. But shout out to y' all for executing. I love Preach.

[Troy]

What's the future? What's the futures trading tip of the week?

[Ian]

Number one, Mondays and Fridays are the biggest days for trading. So on Monday and Fridays, I want you to use your big target. So ES40, Nasdaq 220 and up, 440 and up. But on the days for you, those of you who don't listen, Tuesday, Wednesday, Thursday, use your short target. A lot of times we get in the battle of should we do the big target or short, but do both. Mondays and Fridays are usually the booking days of the market. Today was a great example. The market was on fire. Today would have been a great day to use a big target. Tuesdays and Wednesdays, for those of you who have the skill set to do so, I would go for a shorter target, maybe 4 ticks, maybe 10, maybe 16. Get in and out. So that way you have your income generating trades on Monday and Fridays. But then you can start to add some percentage gains on Tuesday, Wednesday and Thursdays if you see a move there and take advantage of the market. So for those of you who are trying to speed up your journey or you're in a more of advanced trader and you see a move that's too good to turn down, get in and out of the market on Tuesdays and Wednesdays with a shorter target and live to fight another day.

[Troy]

That's it, man. Whole lot of game, whole lot of game right there. So, man, we gonna get into it, we're not gonna play no games because it's a lot going on in the world and do people need the information? So I want to go to something that, you know, is. Is right up there as far as importance level. If you was in the EY University class last Thursday, put some fire in the chat. Yeah, 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.

[Rashad]

Into EY University just said just give it away. Yeah, yeah. So one of the things we've been studying, obviously is the AI revolution. And we said that the AI revolution will be monetized. So we've been breaking this down, like, 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, called Fabrinet. Right? So if you think about it, Fabrinet is almost like that valve that. That allows the connectivity to run faster. 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 to 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 that 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. Especially 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? Stand this. 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. I'm like, no, there's something here to 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 it closed, I got to get into this position. Today. We watched SanDisk open up. At 220mm after the bell, huge announcement. Guess what just got added to the S P500.

[Ian]

This amazing company has been doing well even before they went public.

[Rashad]

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, 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. And 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.

[Ian]

Execute.

[Rashad]

Execute.

[Ian]

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 has 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. I agree. 100.

[Rashad]

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.

[Ian]

Yeah.

[Rashad]

I walked in here, I have a Sandis Drive sitting here, right. I have cards. 52, 256, one terabyte Sandex card. You're not. 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.

[Troy]

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. It's like splitting the audience. So on a chat, it's not showing, like everybody's not in the same. The same chat.

[Ian]

Oh, really? Okay, so they have a mobile link.

[Troy]

And in a desktop tv.

[Rashad]

Oh, okay, that was happening. Okay, Streamyard is doing that. Okay. Yeah, Stream yard.

[Troy]

Yeah, yeah.

[Rashad]

Okay, that's good. Now we know. Yeah, because I see it over there and over here too.

[Troy]

Okay, but where is.

[Rashad]

Says here, hide vertical. Let's see. I'm gonna click it. Let's see what happens. Look the same. How's it now?

[Troy]

Let me see.

[Ian]

I see it the same.

[Troy]

Chat.

[Rashad]

Chat. Let me know.

[Troy]

Chat. How are you?

[Ian]

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.

[Rashad]

That is 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.

[Troy]

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.

[Ian]

Gracias.

[Rashad]

Yeah. So when before we ever talk to the community or we talk to market monies, like I told you, I'm gonna 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?

[Troy]

It matters.

[Rashad]

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 Microsoft's, the Apples, if they're involved, I know the capex spend is going to be there.

[Ian]

And if they have priority because some of them are reporting and acting as if they have deeper partnership with Nvidia. Meta.

[Rashad]

Exactly, exactly. So the key is now if it's just one, I'm not convinced.

[Ian]

Yeah.

[Rashad]

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. Right. So these pieces that no one talks about, like we can talk about the large scale things and 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 a lot of money.

[Ian]

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, Deep Seek 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 hundred bagger. There's not many of them out there. I promise you. I promise you.

[Rashad]

I like, I like the TPU talk. You want to go there? You want to go there?

[Troy]

Well, yeah, let's, let's talk about that when we let you 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.

[Ian]

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 off. You can argue.

[Rashad]

Okay, okay, okay, okay.

[Ian]

You can argue it.

[Rashad]

Yes, yes, yes, yes.

[Ian]

Because in business we can be very. Let's just talk like it's just us.

[Rashad]

All right, let's do it.

[Ian]

One of the. And they had to do it. But when Nvidia became the darling, every other company or the Big 12 in tech retool 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 Krofoffle 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 OpenAI 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.

[Rashad]

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, if we think about what we were saying about OpenAI and how they looked at Google almost in a mocking fashion, almost like, hey, you guys will never catch us and can.

[Ian]

We really quick, can we talk how big of a mistake that is?

[Rashad]

A huge one.

[Ian]

Why are you throwing a rock at a sleeping giant?

[Rashad]

Yeah. And so it got me thinking, right? And I still think obviously Nvidia, 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 make that it looks like it's working out for them. Right. 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 this is happening, Google says 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 of days, 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 named Broadcom is because Broadcom can help design that tpu. Right? Which is why when they said xpu look, that means we'll make any GPU for anyone, we'll help you make this. And so we watch 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.

[Ian]

But you're so exceptional.

[Rashad]

It's so exceptional.

[Ian]

Like you're not going to have an exponential growth from where you are.

[Rashad]

Yeah, 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.

[Ian]

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.

[Rashad]

Right. 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?

[Ian]

It will take some away.

[Rashad]

Some. Until that's where I'm going, I'm going there.

[Ian]

Right?

[Rashad]

So here's something you can't. So right now the TPUs that Google makes and it's phenomenal and we can see the results of some of the products that 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. Right. So it works on Google internal AI and Google Cloud workloads. Great. Obviously GPUs for AI training, does inference and it's more accessible.

[Troy]

Right.

[Rashad]

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?

[Ian]

Yeah, a little robot, cute Ass robot come out on stage, interacting with him.

[Rashad]

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.

[Ian]

Yep. Putting groceries away.

[Rashad]

Putting the groceries away. Right. GTC happened in D.C. a few weeks ago. Robotics again. Why are you 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.

[Ian]

And 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 they 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.

[Rashad]

And it's not. And so last week we were talking about what? This run isn't over, right? 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 50.

[Ian]

Allegedly.

[Rashad]

Allegedly. A 50 billion dollar opportunity may come back into the fold.

[Troy]

Yeah, yeah, yeah. Well, we're gonna talk about the China thing and 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.

[Ian]

That's insane.

[Troy]

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 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 options class and I'm talking 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.

[Ian]

Yep.

[Troy]

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 Pen is the time that you put money. And he was like, yeah, Eli Lily, 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. So that's just a quick 50 ball. But. But the reality of it is for the free.

[Ian]

Yeah.

[Troy]

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.

[Ian]

Absolutely. In 1996, 98.

[Rashad]

What I started teaching in 2008, my salary was 53, 000.

[Ian]

50 grand a year was getting it done.

[Troy]

Yeah. So that. And then with the options, you know, I've done multiple different options that Troy has recommended, whether it's mu, whether 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 3xing 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 gonna 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, but 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.

[Ian]

And here's the great part about that. If you went to a fund manager, shout out 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. Well, absolutely. Money. Please put yes in chat. All I want is a God speed T shirt for Christmas.

[Troy]

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, you can, for now you can just get your, you can get, you can get all your 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. I said it. This isn't for everybody, but this is for a few, select few. So we going to do lifetime access to Red Panda, are we?

[Rashad]

We spoke about this.

[Ian]

Okay.

[Troy]

Text where you get all of the stock information, where you get the right prices to buy. We're going to do like 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 going to talk about AI and then we're going to 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.

[Rashad]

Yeah, in person math for those not in the know.

[Troy]

Then we will take an exclusive tour of Capitol Hill. Firsthand access. Congressmen, senators, political friends that we know.

[Rashad]

You mean the AI decision makers.

[Troy]

We gonna be talking to. We gonna be Nancy Pelosi.

[Ian]

I need auntie before we leave though.

[Troy]

Margie Taylor Green came into Congress with 750,000. Four years later exited with 225 million.

[Rashad]

Fact.

[Ian]

That's.

[Rashad]

That's a fact.

[Troy]

There's a certain things. But the last thing that we gonna do.

[Ian]

Uh oh. Oh boy. Oh baby.

[Troy]

We are. We are taking. We got. We taking a tour of Nvidia.

[Ian]

My baby. We back.

[Troy]

Taking a tour of Nvidia.

[Rashad]

Let that really sink in.

[Troy]

We are bringing the gang to headquarters.

[Rashad]

To Headquarters to headquarters.

[Ian]

Yes.

[Troy]

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 gonna go to Nvidia, get.

[Ian]

Your asking questions up close and personal, get to see the culture, what they're working on the racks.

[Troy]

Hopefully Blackwell, he's open doors and you know, information and relationships changed my life.

[Ian]

Yeah, for sure.

[Troy]

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.

[Ian]

Yeah.

[Troy]

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 is still valid. If you no longer see the Nvidia offer on the website, that means that.

[Ian]

It'S no longer valid.

[Troy]

Yeah, 50 people, that's what we doing. Go to market Mondays deal.com market Mondays with a S. Market Mondays deal.com 50 slots only.

[Ian]

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.

[Rashad]

It's interesting. Like we talk about our, 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.

[Ian]

Yeah.

[Rashad]

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.

[Troy]

And the thing about it is too, was like, I was telling them, like, you know, I was saying, I told Troy, 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. Utilizing a lot of resources in relationship capital here.

[Rashad]

In effect, that's what this is, a real conversation. I'm like, gotta do it.

[Ian]

All right.

[Rashad]

We gotta do it.

[Troy]

It is what it is, man. See you on the other side.

[Ian]

You got the tech shoddy.

[Troy]

Yeah, for sure.

[Ian]

Yeah. All right.

[Troy]

Okay.

[Ian]

And second most important question. Which companies in the valley have the most promise over the next four or five years?

[Rashad]

Well.

[Troy]

Well, that's the next thing I want to go to. That's all right. So that's the deal. First, 50, first come, first serve. See you guys.

[Ian]

Yeah, we'll see you there in D.C.

[Troy]

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, yeah, even if you can't make it, you're still going to be there.

[Rashad]

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.

[Troy]

Yeah, it's a great, it's actually a great idea and.

[Ian]

Brilliant idea.

[Troy]

Everybody can do it. Like that's why it's like when the Invest Fest, when we go on, you know, we brought Magic Johnson and you know, Tyler Perry. It's like people can't do what we do, man.

[Rashad]

Yeah. You know what? You know what?

[Troy]

They really can't.

[Rashad]

It's crazy when, when you go to like they do this like Silicon Valley tour and you look it up like the first attraction is you get to drive by the building.

[Ian]

You can't go in.

[Rashad]

You could drive by like look at the architecture. That's where it's at.

[Ian]

Yeah.

[Troy]

Really can't.

[Rashad]

Different level.

[Troy]

Let's talk about the next wave of opportunity. As far as I put a video in the group chat the other day.

[Ian]

Yeah.

[Troy]

So what that.

[Ian]

Sure. Yeah.

[Rashad]

So I mean the video, it was interesting because we had talked about this maybe a month ago when you're like everybody's talking AI, everybody's talking AI and they're talking GPUs and that's great. But none of this works without power. And we've talked about who could lead in this space or where the space is headed. And yeah, long term we know the solutions but we don't have a long term idea here. Right. This needs to be immediate. Especially if like we said, this is a national security issue. And so you start thinking short term, who could be the short term people who can actually benefit from it. We've seen Caterpillar when we were talking about gas turbines and it was like, yeah, so there's a near term solution in terms of natural gas turbines. The company that I've been studying and I think has a great lead in it and you guys can, you know, let me know what you think is, is going to be GE Renova. So geb, right. This is another one of these companies that was part of GE split off and now has become its own company. And the reason is because of those gas turbines right now or 2024. We will see what the 2025 numbers are. They captured 34 of the global gas turn by market. 34 last year. That number is going to increase as we see more AI data centers put on online. Right. We don't have nuclear reactors to, to fulfill the power that's needed. We don't have solar. We don't have it yet. What we do have is, are gas turbines and they're Doing that. Why did I like it though? Right Outside of that market share that they're dominating in. And that's. I'll give you a power that's almost 106 megawatts.

[Ian]

Right.

[Rashad]

Or two over 20, 000 megawatts in. In orders for 2025. Who are their partners? Amazon, AWS. Who else on the US grid? Duke Energy. Who else? Renewable energy. Next Era Energy. Who else in developing Engine? Chevron. You might have heard of them. Right. This is the real reason though. Not only is this a domestic thing, if you look at their international partnerships, you start to see a picture that's being painted. Right. These data centers are not just going to be in America, although we would like them to be. They're being built all over. Right. The number one thing that I loved was I saw that the ge Saudi Advanced Turbines, they've partnered with them. So why does that make sense to me? Well, in May we watched a conglomerate of our most brilliant minds in the world of business and AI go to Saudi.

[Ian]

Yep.

[Rashad]

Why did they go? They went to go announce infrastructure in AI. They're starting to build that infrastructure. They also don't have the time. So if I start seeing American companies partnering with Saudi companies to provide energy, that tells me there's something there and they can. Something you can build on. Now Dev is a big boy heavyweight. If you're in eyl, you know that what that means, right. These are companies that have large options contracts. So we looked inside the ETFs that have them and we put a few out there. FBX is one of those that actually has pulled back a little bit. But energy is going to be a story and I think GEV is going to be the one that is going to be leading that story here and the very near future, but definitely long term as well.

[Ian]

And I want to say once again, all energy companies are not created equal. I'm seeing it in this space too. There's a lot of startup or new IPO energy companies that are trying to position themselves. I want to be very clear that's a winner. Nextera has been one of my favorites, has been in stock club forever. But can we round out what you think the big four would be in terms of energy? So people don't invest in maybe the 13th best energy company. Duke is a legacy company. I think that that's going to benefit as well.

[Rashad]

This is one that we actually covered in our last mastermind and somebody actually put in the chat. Maybe it was there. I had Vista Energy is there as well.

[Ian]

Yep.

[Rashad]

Is one of my favorites.

[Ian]

That's a great four.

[Rashad]

I think Constellation will have a, have a say in this as well. Obviously when we start talking about their partnerships with Microsoft. I think Constellation plays a role in this. GEV plays and Rose. I know some, I knew it. This is a very small audience. I knew somebody was going to put oklo. Yes, we had, they had a nice pullback. If I'm picking my four, I would probably pick those four and then I would have as an asterisk, I would put O OKLO just.

[Ian]

Yeah.

[Rashad]

As a fifth. Just because I, I understand the story, I understand nuclear and how that's going to be powering us at a more efficient level. Short term though, what's going to be the solution. And so that's why I think GeV is, is going to be the leader here. But yeah, that's, that's a solid four. And again if you can't decide on, hey, this one's a little bit too much. I, I've said it before, Excel, you, Spiders Energy is a, is just a solid place and if you, you want to go look at some of those companies, go look at the top two or three or four in there. We probably said them already but look at the top two, three and four in there because again if we're looking at the body, right. If this is a body, you, you need fuel, right. In order for you to work these data sets are going to need power or none of this works. All Those companies, the GPUs, the, the, the connectivity, none of it works if it doesn't have power.

[Ian]

And once again in your investment journal you only need four to six great stocks. Some of you can over index and having 16 and 20 and you now have decay in your portfolio from having too much and not investing enough capital into one into the ones that are going to move. So I know it's exciting to hear about all of these, but you really only need four to six long term. But out of the energy list, I want you to pick tonight which one are the one you're going to focus on.

[Troy]

Okay, let's talk about this, Ian. And then also one thing I forgot to mention. If, if the Nvidia thing fills up and that's no longer available, even if that offer is taken off the table, if you sign up, you will get the video from Nvidia. So if you, if you, if you missed the Nvidia offer because it's just you missed that limit, you will get the video regardless.

[Rashad]

Yeah, they said what's my four what's my four? I had Constellation, I have Visa, I had gev and I'll put next era there for now and then. Okay, Lo, we're gonna keep our eye on. That's going to be in our watch list. That's going to be definitely being. It's in the watch list now.

[Ian]

Yeah, for me that's there. Duke, GEV are the three that I like and love a lot.

[Troy]

Ian, Bitcoin. So is this the time to get into bitcoin? Are we looking at, you know, overbought situation? Hadn't had a bounce back which isn't uncommon for bear from bears Historical. You know what it has done? I said even last week it could go up to 100 even potentially. But is this. What do you see? What do you see? What's your thoughts on on the current.

[Ian]

State of bitcoin from a technical analysis standpoint? I think when we got to that 80, 80,000 9, 86 range, I think we probably are looking at the second best entry for the year. I think the first best, as most things were were in April. I think we'll get a little bounce now. Long term, am I still concerned about a pullback? Am I concerned about Sailor and and MicroStrategy? Yes, but I think the price ratio or risk to reward ratio is so high at this level it's almost hard for most institutions to turn down. Like if we look back in April, it got down to like 74. We got down to 87, 47 last week. So that was a really good buying zone. I think 127 still is the top for the year but I think we are in a buy zone. From a technical analysis standpoint that is almost too hard to turn down. Is that a loathable price? No, we kind of hinted at what the loathables price would be last week. But I do think if you're looking to make an entry into bitcoin, these levels are pretty good. Anywhere from the 82000 level to 84000 is a good zone to be buying.

[Rashad]

Good old bitcoin.

[Troy]

Okay, what about MicroStrategy?

[Ian]

What about it? Financial conspirator, it's your time to be the comments.

[Rashad]

Yeah. Shout out to you.

[Ian]

Shout out to my guy.

[Rashad]

We had the conversation last week. Shout out to everybody that was in the comments giving us all the facts about MicroStrategy. It is again, it doesn't move at the same rate of appreciation or depreciation as bitcoin. So as we saw bitcoin tick up a little bit Today strategy didn't do the same.

[Ian]

I want to be clear. He's under attack.

[Rashad]

Okay.

[Troy]

Okay.

[Ian]

And it reminds me a lot of Kathy, I think some of the reports of the timetable in which he'll get liquidated. Like Michael's a fighter so he's not going to go down without a fight. I do feel as though the banks have coordinated an attack against him because they want the position that he's in. And the institutions don't want a person who is not in their ecosystem to be the face of a global asset that they need to stop the unraveling of the losses that are sitting on our books. The banks have been sitting on losses for three years. And if we're going to be very honest, without inflation and a circular investment, we've been in a recession for four years. So is he under attack? Yes. Do I think he can weather the storm? I think so. Is it time to sell? I wouldn't say yet if you believe in him. But I do see a world where microstrategy probably could fall to maybe worst case scenario, maybe like 96.34 or 1:16.26. That would be like the levels I would personally like to get in a microstrategy. But the. Well, if it gets to 50,000, they'll have to liquidate. It's a lot more complicated than that. I think when you have an asset that is so valuable to the global economy, the international banking institutions and funds may not like you be in the face of that. Two or three years ago we would not see Larry Fink or Jamie talk their book of crypto or tokenization. Now it's one of the lead cop. They won't even speak of the bond market market no more. I haven't seen a fund manager in two years mention allocation into the bond market. It got replaced by Kathy's and Jacks and Michael's strategy. So I think he has a storm to weather. I hope he makes it through. But from a price basis I think it can't go lower. But I do, I think there's value there. Absolutely, absolutely there is.

[Troy]

There's.

[Rashad]

I mean there's obvious value and based on the charts. This is such a tough one. This isn't like any other company. Right. Because we know exactly what it's tied to and we know that doesn't move at the same rate. But it almost becomes if we're not at the floor, how far are we away from it?

[Ian]

I don't want to say worst case scenario because I don't want to come off sensational.

[Rashad]

But yeah, because if we, if we say worst case scenario, then it almost makes it correlate to now a new prediction for bitcoin. Right? Because if we say they're not a.

[Ian]

One for one parent, if he's under attack though.

[Rashad]

So then if, then it's like contradictory, right? It's not a one to one parent, then what are we investing in?

[Ian]

The same as when you're investing in Musk and Tesla, you're investing into his brilliance, right? The idea is solely on his brilliance. Because if so, okay, if bitcoin and the Market are almost one for one now and MicroStrategy isn't one for one for Bitcoin, that tells you in itself the collusion.

[Rashad]

Foreign. It's tough. It's a tough. And I, and I don't think it's just a tough like a market Monday stuff like I watch experts talk about this company and they don't really understand what to do or what to say about it because of all the things that we're kind of mentioning. So I mean we're in the right space with the level of. I'm just not sure. I'm just not sure.

[Ian]

You gotta obey price laws though. If you bought it at too high of a price, my rule of thumb is 2025 cut and then re enter. If you believe in the company. If you're above a 25 loss, you either have to average in or wait for a better price. But this is why the main reason, like I like buying the asset directly, but I do think if anyone can overcome some of these challenges, it's Mike. But we've seen this before with Kathy and others and Jack at square. Jack's fall of square was. No, he won't say it because he's smart. That was a direct competitive thing with the banking institutions. Legendary guests at Invest Fest gave a lot of brilliant insights. So you just have to understand that if it's not directly through. And this is why, like the investment to Vanguard or Invesco or BlackRock is so important. That institution in itself is a moat. They are the program. So.

[Troy]

That'S a fact. Okay, let's take a question from the audience and you guys could put questions in there, but this is one that was already asked. As far as the American dream. So they said, he said, if I'm 33 years old and finally put away the dream of owning a home, what should my new American dream be for my family? And I, And I would say this, as far as the American dream, I don't think that you should just put away owning a home. I just think that, you know, maybe it's not the same way that you envisioned it as far as, you know, but we said that one of the first episodes when MG was like your first home should be a multifamily. It's an investment. Look at that, take that route first. So I wouldn't necessarily just throw it away. I know it's, it's, the home market is very high right now, cost a lot of money and you know, it could be discouraging from a standpoint of, you know, that it's not necessarily an asset right away because you're not making any money from it. But if you, if you do, if you do buy real estate correctly, it could still, it could still be valuable as far as, you know, especially the multi, the multi family play where you're actually could potentially be living for free if, if, if you have enough rent to cover it and then you're actually making money while you're still living. Right. So that's, that's a win, win situation. But real estate is never a bad thing. It's just like all things, you have to do it correctly. But I think the American dream is financial freedom by all means. So I think investing, you know, keeping you, keeping your expenses low, making sure that you invest as much money as possible, you know, really getting into entrepreneurship and understanding what business is going to work for you from a standpoint of viability. We talk about a variety of different things when it comes to business, but you got to have multiple streams of income, that's important. You got to start low cost business, that's important. You got to start scalable businesses, that's important. But the business aspect should never be lost as far as the American dream, because that's what America was really built on as business. But investing for sure, as much money as you possibly can, as often as you possibly can. And if that means that you have to rent an apartment, you know, then that's okay too. You know, you have your business, you know, you put an office in there and you know, work with your accountant and write, write some of that off on your taxes, but make sure you take advantage of the tax code. That's important for sure. So I think it's about achieving financial freedom and freedom, period, by all means necessary and mapping out what your goal looks like. That might take 10 years, 20 years, 15 years, whatever, you know, however long it could take 30 years, who knows? But to me that's, that's the real standpoint as far as the American dream. Because if not, I think the alternative is the American nightmare. And that's what most people is trapped in, unfortunately, where it's like, you know, you just on the hamster wheel and you're working to pay bills and you never have enough money to save. And you know, that's, that's not a, that's not a recipe to be free.

[Rashad]

Troy, you, I think Chatty touched on it. I, I think the family part is interesting. Like that's what you're thinking about. What does freedom look like? I think it might be different. I had this conversation over the weekend with a few friends of mine about what freedom looks like. I think people put less security get in the way of what they think freedom is, right? Like I won't do this because it's not enough. I had this question I used to ask to my co workers. If I gave you a million dollars today, would you stop working today? And they say, no, it's not enough money. And then the next question I'm asking them, and this is teachers I'm talking about, I'm like, well, how long would it take you to gross a million dollars? And they say 16. I'm like, it takes 16 years, right? If you work in New York state, you make a hundred thousand dollars a year. That's 67, 000 a year. 16 years gets you to a million if you don't spend a dollar. I'm like, what I'm talking about is not money. I'm talking about time. I'm giving you back time. What you can do in 16 years, you have no ideas, right? But the security will block you. And so what I really said is I'm giving you freedom, right? I'm giving you freedom. And I think what they should plan for is what that looks like for themselves and their family. And not just this generation, but the next one and then the one after that. Because, and I think, you know, we say it all the time here, is that we planned for the next year or the next five in different communities. They're paying for the next hundred. And so we got to have sustainable methods to create sustainable wealth for generations. And so having a conversation around freedom is important, but what does it look like? Because it's going to look different to every family. And that's, that's fine. But just having a conversation is important.

[Ian]

I want to say the American dream and the idea of the construction of the American dream was created by bankers for the benefit of banking families. Been a nightmare. The goal has to be free and Clear and to be multi national because it's what every company's doing. Don't look to me, see what the other funds and the top companies on earth are doing. Buffett has a good model despite what the PR perception of him. He was one of the first investors that was really big on investing into other countries and living in other countries as a hedge in case if things did not go well here. So to be free and clear you still need a place to stay. So if you can get a great deal on something to. You need a home of course. But I think for this era it would be remiss if I wouldn't tell you you have to find another country to set your sights on as a hedge in case if things don't go incredibly well here.

[Rashad]

Amen.

[Troy]

Yeah, for sure. Definitely got to have an exit plan. For sure. Somebody had a good idea. They said we should have a stock ticker at the bottom of the show. Mike, can we work on that next week? Can we have that next week? One of the things about success is that you got to move very quickly. And procrastination is 19 keys says something. I don't know if I can say it on this thing because I don't want to get censored but procrastination kills great ideas. Let's just say that for sure when you. When you're starting your business make sure that you move swiftly and quickly. So this is something that we're going to implement by hooker crook. I don't know how we're going to do this. But we not.

[Ian]

Not by crook though. I know.

[Troy]

But we're going to do this. We gotta. We got a comment in the chat and it was a good comment. I appreciate the feedback for sure and I think that it would be a good addition to the show. So next week, next week we will have a stock ticker on the bottom of the screen. And like I said, I don't know how we're gonna have that.

[Ian]

Yeah.

[Troy]

But when there's a will, there's a way.

[Ian]

And can we get a five header up top opposed to the lower thirds too?

[Troy]

For sure. Yeah.

[Ian]

And speaking of acting fast, if you want to win 50000 and be crowned trading champion, join the Red Panda Trading tournament.

[Rashad]

Yes.

[Ian]

Here's how it works. It starts December 8th through the 12th, the first round. It's practice. So whoever has the Most ticks win December 15th will start the live trading. And whoever makes the most money over the course of a week will be given $50,000. For me in combination With Ninja Traders. So if you've been looking for a breakthrough, you need a financial breakthrough. This is your chance. Take the trade. Step into the arena and let me pay you. So for everyone who's been asking me about the trading tournament is get started December 8th. But you can go to the link in my bio to join. It's absolutely free. And then maybe we can put it in the show notes as well. But for everyone who's been asking me about trading to the brother who has 13 laptops in his house, I want you to 17 tournament. But yeah, kudos to Ninja Trader. We've been working on this for a while and as my way to give back I want to be able to bless you those who have been incredibly disciplined. So anybody in Red Panda, it is mandatory that you join. But to the public, if you want to join, go to arena.ninjatrader.com or the link in my bio and I'll see you guys on December 8th.

[Troy]

So how much you get if you win?

[Ian]

50,000.

[Troy]

And so what's, what's the like, what's the detail like? What do they. What's it entail? Explain it.

[Ian]

They're trading a few things. So you'll be trading es, nasdaq, cb, UB and Micros. So it's for trading futures. You have five day window to compete. We'll have an actual leaderboard. So the winner of the first round and second round, I want to bring them here on a show to talk to them about trading.

[Rashad]

Okay.

[Ian]

And then I'll mentor the. The winner as well for six months as well to how to take that 50 and turn it into 250 or 500 as well.

[Rashad]

So not bad.

[Ian]

It's my give back for the year. Love y' all dearly.

[Troy]

Are they trading paper trading?

[Ian]

First round then second round. All live trader.

[Troy]

Okay.

[Ian]

Yep.

[Troy]

And this is free.

[Ian]

Absolutely free.

[Troy]

All right. All right.

[Rashad]

Oh, may the best person win. Good luck to you.

[Ian]

Yeah, that's fine.

[Rashad]

Yeah. So they got. They gotta enter by it starts on it on the 8th of December naked into any point from now to till today.

[Ian]

Okay.

[Rashad]

Perfect. Perfect. I might have to use a decoy name in there.

[Ian]

I ain't mad at you. I'm not mad at you. I had a few people hit me like you can I sign up? If you're new, whether you're a brand new beginner or you've been an Alpha or, or Apex, everyone's welcome to join because it really comes down to discipline. And I want to say this from an advantageous standpoint don't think about what everyone else is going to do. 20 of people are going to be so excited about being number one in leaderboard they're going to take too many trades and 20 of people are going to make a mistake and get blown out. Patient gain trading is a game of patience. Now you get to test it in a live format and I'll see you guys December 8th. I can't wait. And then when we get to the live trade, that's gonna be a lot of fun.

[Rashad]

That's fine.

[Troy]

Link in your bio, right?

[Ian]

Yep. Link in my bio.

[Rashad]

Fire five.

[Troy]

All right.

[Rashad]

That's dope.

[Troy]

All right.

[Rashad]

Congrats. And partnership too. You said ninja trader shout out to to the partnership. That's really dope.

[Ian]

Another great lesson and just given first in advance. When I first did Sniper did it let us tens of thousands of people in the ninja. No compensation just because I love the platform. So for now, four years later to come back and do this is going to be a lot of fun. And stay tuned in 2026.

[Rashad]

That's Fire Man. Yeah.

[Ian]

Yeah.

[Rashad]

Balance everything.

[Ian]

Yeah.

[Troy]

Geopolitical tension between China, Japan and Taiwan.

[Rashad]

Oh boy.

[Ian]

My brother.

[Troy]

Escalating.

[Ian]

But why can't we all just get along.

[Troy]

Right?

[Ian]

I. I wish, I wish.

[Troy]

Too much money. Too much money on the line and.

[Ian]

And that's the truth. That and this is another reason why American companies have to work together. Because China is such a well oiled machine right now. We can't afford to lose to them. And they of course we already talked about how they feel about Taiwan is theirs anyway. And with this carry trade and the Japanese bond market going crazy, it's an interesting time for China and Japan to have words with each other as well.

[Troy]

Yeah. Japan is a country that's been very neutral and kind of friendly to China for a long time now. They were once mortal enemies but now the new prime minister was the first female prime minister of Japan ever taking a more aggressive approach to the regime in Beijing. And I don't know if that's the best way to go about that's not.

[Ian]

The best way when you have no power.

[Troy]

When they have allies. America.

[Rashad]

Yeah they, I mean they announced a. A pledge to look half a trillion and to invest in American infrastructure. That's an ally.

[Ian]

This reminds me when Jcole drug Drake into that battle and then backed out. Japan, that's cool to have an ally but if Japan backs away and now you're in war with China, what you gonna do?

[Rashad]

Can we just all get along?

[Ian]

Deep seek caused our markets to drop what, 13. They're not publicly traded. I just said Huawei and Deep seek and partnership. That's a Voltron we may not be able to beat. Now is not the time for. We've been in a forever war. How many years has America not been a war?

[Troy]

Not in the history of the country.

[Ian]

In the history. What were 30 years, 28 years, something like that. We can't afford this. And from a technological standpoint, we can't afford it right now. Like you said, inflation is the way it's creeped up. We've had to print money like we're begging for rate cuts that we're not going to get. Now's not the time. We survived Covid 2022 came. They changed the numbers to not have it actually reflect a recession now when it's geopolitical war against China and bricks. Now's not the time. You can only go to war when you have your money and your strategy together. We don't have our strategy together.

[Rashad]

Do you think because China still doesn't have the compute, or maybe you think they do? I. I'm not sure. But there's still conversations, right? Which is why Trump. Trump is still having conversations with G about what they're going to do with GPUs, whether Nvidia will be able to sell to them. Do. Do you think they're at that level of compute of the amds and the nvidias of the world? Deep seque. We knew they said that they did.

[Ian]

That was a farce.

[Rashad]

That was a farce. Alibaba is trying to get in the space of. And I don't think people don't talk about them enough in terms of AI cloud. And I know when I bring up AI cloud, I talk about AWS and Google and Microsoft and then Oracle was number four. But on the global scale, Alibaba is actually number four in Oracle to be number five. They're getting into the AI space in terms of GPUs. I just don't know if China has it yet. Will they get it eventually? I don't know if it has the technology for the GPUs that is needed to surpass us, which is why it's still a negotiation. Right. I think there's leverage here. And we talked about those rare earth minerals. Like they have the leverage there. I think GPUs and AI still kind of are leveraged from American company dominance. I just don't know if they. Do you. Do you feel like that we're at that place where. Where China is?

[Ian]

All right, not yet, but they're close Deep Seek, being a non publicly traded company had a tremendous. Okay. 94 of the companies in the S P 500 are underperforming the index. So if Deep Seek drug or market down. And I mentioned Huawei in combination with Deep Seek being a threat we which no one talks about it. But Huawei is a better tech company than majority of American tech companies. Now China comes from the class you come from, Rashad. I'm not going to tell you I had a bomb until I drop it on your building. They're not going to even hint that they have an edge or elite and even Deep Seek front running that. I think that was a, a mistake. That's why they've been kind of quiet after. Are they there now?

[Rashad]

No.

[Ian]

But could they be very soon? Jensen said.

[Rashad]

And so when he said it I felt like that was a signal charge.

[Ian]

Right.

[Rashad]

Like he's trying to make sure that they get these ships. But one of the things that, that we said with Deep Seek and we've seen it with infrastructure, especially when in Chinese infrastructure and some things they've done is that faster doesn't always equate to better.

[Ian]

True.

[Rashad]

And faster usually equates to mistakes being made.

[Ian]

I agree a thousand percent. But we're not in a position technically okay, if we go to war, we have Meta, Nvidia, amd, Google, Amazon and.

[Rashad]

Who else is that Meta?

[Ian]

Of course.

[Rashad]

Do we need more?

[Ian]

And in the history of American capitalism because the spy business in corporate is a really big business. The only nobody talks about. Do we think in a capitalistic society that China can't get to one of our executives to help them mastermind a double cross?

[Rashad]

Of course that, that, that can happen.

[Ian]

For a little or no money.

[Rashad]

But think about this. You got so out of those companies you named, right? Meta doesn't operate in China, thank God. Nvidia is not operating. Right. They don't have sales in China.

[Ian]

He's begging to have them though.

[Rashad]

Tesla's sales in China are like so it's like.

[Ian]

But at one point Tesla was allowed into China to then download all your intellectual property into SanDisk and now Huawei. It's just an interesting thought exercise.

[Rashad]

Yeah, yeah, yeah, yeah, yeah. Because even putting evs in that space allows them to create the competitors that are going into at one point overtake you.

[Ian]

Right?

[Rashad]

Like women in Africa. We told you to Dubai. Same thing.

[Troy]

Okay, let's, let's take another question from the audience that was pre selected. Should I drop a million into QQY and SP S P Y I and Live off of the dividend. They said It'll be over five figures. Dividend check per month.

[Rashad]

Those are the leverage ETFs.

[Ian]

SPY is. It was high income ETF. I love the idea. Spyi, that came about in 2022 and QQQI, I think the same time frame, if you're going to do this investment, you have to buy, damn it, at the lows because they're too new, they're too speculative of an investment at the time to do so. So now for QQI, that would be maybe if you get it at 4207. But there's a little, very little price movement. And then, so that's the only thing that worries me. And if we go into a level, as an investor, you always have to think worst case scenario, no matter what anybody else tells you. It went from 53. 8 at the start of the year down to 41 and now it's back at 53. 8. It's, it barely has moved. So you have to base this on price only. And if you don't get in at the right price, you're setting yourself up for failure. What I personally do is put a million into these. Not yet. Not yet. I would need to see how the asset develops over the course of two or three years. Because if we hit issue in 26 or 27, there is a world where QQI could go down to 25. And that's a tough feeling to have to have a million and something and then the notional value or the actual value of it drops 30 or 40 while you're in it. So be careful.

[Troy]

So let's, let's talk about this because this, this is like the red panda thing, right? As far as somebody says, how do I stay disciplined during these down markets when your targets don't get hit? I have been getting fomo. I want to stay focused to maximize my future portfolio. So if you, if you're waiting for a stock, if you're waiting for, you know, bitcoin to hit a certain number and it's not hitting that number, do you just give in and buy it at the price because you think that it's going to continue to go up or do you just wait?

[Ian]

You always have to wait. No big price. Please put this in chat about Obey price. Above all, everyone who didn't got shellacked in Novo and Microstrategy. It doesn't have. And even though he has the number of bitcoin that he has, any asset could go to zero. The banks and hedge funds don't have to play fair. So you have to wait for the price. Like you notice as a trader, if you wait for the wrong price or you jump the gun and try and trade solely off momentum, there's going to be a time when an asset draws down 40. Unfortunately in trading, if you're trading on leverage, it can go past your stop loss and the broker does not care. So you can have a five thousand dollar stop loss limit, but when they settle, you're down thirty thousand. So it's a lesson you learn in intraday trading, which applies to long term. You always wait for price. Obey your price, obey your price at all costs. Whatever the worst case basis is, that's where you want to place the majority of your money. And then you want to have secondary and tertiary levels after that. But just buy it. Any price, you're going to burn through your money really fast.

[Rashad]

All right, so I'm gonna, I'm gonna access because I know somebody's probably thinking this right now. I know my price that you've given me, but it's past my. The 70, it went past the 72 day EMA. It went down to your favorite 400 day EMA. Right? Is this now the point where I don't put all of my investment in, but I stagger into the investment or just strictly, hey, the price is the price. I don't care what the EMA is. And I'm going to add into it that the RSI says it's oversold right now. It's oversold.

[Ian]

What asset? And I can say I've always said this too.

[Rashad]

How about meta?

[Ian]

Okay, the, the bigger the ema, that should always be where you're looking to load at. But that's a discipline thing. Most people aren't waiting for it to go right. And then in a game of trading and investing is always a game of patience versus those who are beginners. A patient investor will wait for six months for a great time to load up. Or a good trader will wait two or three weeks. A person that needs to trade every day, it's like, well, I have bills. I'm like, but you may have to wait five days to pay the bills for three months. You blew through your whole account trading every day and trying to trade pairs. And then you want to trade ES and ZB and UB and now. And you didn't wait for the right move. You have to obey price or the market is going to teach you. There are funds that have had billions of dollars who did not wait for the right price that went insolvent it doesn't matter if you have a thousand or a hundred million or a billion and a half in the market, you can go and solve it. Lehman Brothers went out of business. Bear Stearns went out of, let's just like Coinbase going out of business. You have to wait for price, wait for it. We have to no matter what.

[Rashad]

Yeah. So are you doing obviously in futures that options is pretty much the same. So like that example that we gave earlier with Sanders, I, I watched that get to it at 289 and I'm talking about this and I'm like, I just can't do it right now. I can't do it right now. A 56 drop from its all time high. No, I'm interested. I'm interested because I know the 56 drop inside of the equity itself means that it's probably at least 60 to 70 on the option side.

[Ian]

Now we just got earlier a prime example, Lily. Yeah.

[Rashad]

Yep.

[Ian]

April was a pro. Okay, now, now, okay, great. Home run. When a, a all time asset is at a low like that, it's almost a guaranteed return basis. You got to do this for quality companies though.

[Rashad]

Here's, here's a question. I'm. Is November the September and October we were waiting for?

[Ian]

Absolutely. For quality. If it's a C tier company. No. But if it's a class for sure. Because now the risk on is back on.

[Rashad]

Yeah. I feel like we, we talked about it historically and that's why we, we, you know, we, we kind of lead to this. Like past performance doesn't always, you know, secure future gains.

[Troy]

Yeah.

[Rashad]

September has historically been a month where we saw some pullbacks and it opened up opportunities for us invest. Right. You can look at it both ways. It's a bad time to be in the market, but it's a great time to get into the market.

[Ian]

Right.

[Rashad]

Because there's pullbacks in September, October, usually the same thing. And in November we start to see an upturn. It's the best month historically to invest in the NASDAQ.

[Ian]

Right.

[Rashad]

With an average return of like 2.7% over the past like 30 or 40 years.

[Ian]

Yep.

[Rashad]

And this November has kind of been, it feels like it, it was the October that we missed in the September that we missed with some of this volatility. I mean last week for sure, the week before that, and then we have a day like today. But it feels like that volatility shakes out. People who don't have conviction are not disciplined. We're trading and having losses and now it's like, okay, we've done that. Is it back to regularly scheduled programming?

[Ian]

And for those of you who are waiting for the Christmas rally, like your Christmas rally money is going to come in April and November. We're not in the traditional market because there's so many more people in the market now that the velocity of the drops and recovery times are speeding up. Like the April drop recovered so quickly. Like if you waited a month, you damn near wanted to quit investing because you felt like you missed a generational buy so. But obey price at all costs, man. Obey price at all costs.

[Troy]

So hit the, hit the like button and share. So this was in the chat, Somebody in chat had a question. They said dollar cost average or wait to, to low. I'm kind of paraphrasing because I forgot exactly question, but dollar cost average, people that don't know what dollar cost average is is when you put money into the market every single month or on a consistent basis. It could be weekly, it could be bi weekly, but let's say you have 200 and you're just putting it in. So the strategy, the idea behind that is that you usually end up better in that method because you buy low, you buy high, and you're buying the average over the course of time. So that's a disciplined way to Invest. Like a 401k. You just put money in, no matter what the market is doing, every 15th of the month, you just put the money into and, and don't even worry about it. That's always recommended for sure. But I think if you put, if you have larger lump sums, then that's when the, that's when you, you wait for price.

[Ian]

If you're, if you're deploying five grand, ten grand, twenty grand, a hundred grand at a time, you have to wait for price because, because you're not looking at the percentages. Like, if you put in 100 grand, you're done 28. You're looking at 28, 000. You're looking at a salary for somebody in your family when you were growing up. Like, the financial trauma part does not go away. If you're first generation or second generation, you have to wait for price. Okay, yeah, yeah.

[Rashad]

Yeah. I'll scare you. I know. Like, I'm sure there's people who, who have just started investing and this has been a, like it hasn't been a typical year. If you started investing in January and then the deep sea thing happened at the end of that month and it was still trending down, and then April 7th happens, you're like this is what am I doing? And then May, June, July, August, September happens. You're like, why this is the greatest thing ever. And now we're in volatility again. You, you're seeing parts of the market that people don't like to talk about and are very scared of and what scares people away. But that's why you got to be disciplined in this space. And I think that's why having community is important.

[Ian]

Yep.

[Rashad]

What I've noticed is that people are like wait, no, this is explaining it even when we don't have to explain it. They're explaining it because they've witnessed it during, through the course of this show.

[Troy]

But for the gentleman in the chat, so the 40 slots for the Nvidia tour, you know, you will know when that's no longer available when it's no longer on the website. So if you see it still on the website, it's still available. I don't have the numbers in front of me. I'm can't calculate it at the same time that I'm doing a show but.

[Rashad]

Be a little busy right now.

[Troy]

If it's, if it's, if it's. You will know that the Nvidia thing has been taken off when it is no longer on the website. That's the easiest way because that you, when you go on the website and you don't see the Nvidia aspect, to me I think it's a great deal without Nvidia to be completely honest. Because you get that, you get the Nvidia video anyway. I mean the Nvidia is just like a cherry on the top.

[Ian]

Yeah. Cherry on top.

[Troy]

But yeah, as long as you see the Nvidia on the website that means.

[Ian]

That it's still available and we haven't even hit the worst of what could be in 20. Like if he's offering a two thousand dollar tariff credit deposit.

[Rashad]

Yeah.

[Ian]

Is that because the economy is doing so well or he's trying to front run the weakness and bad leadership. Yeah. He took care of his kids but the overall economy is not feeling like they but the promises of making America great again and you're going to win so much you're going to get tired of that ain't showed up tired of.

[Rashad]

Winning the The 2000 is coming from the alleged tariffs. Right. Is that, that's what. Because how do we get that.

[Ian]

And Biden was no better. Like I keep asking the question when's the last time we had great presidential leadership in the country economically? We shouldn't have to search that far 96 of the companies will not beating the max 7. That's scary. That's scary as hell.

[Rashad]

But is that the new normal though it shouldn't be. But is it going to be because if you like if we're looking at looking out LA at least for the next two to three years obviously not looking out 20 years but the next two or three for sure. I don't think that story changes.

[Ian]

No. And it probably get more condensed. It'll probably get more condensed.

[Troy]

Somebody said I'm down 25 on core weave. Should I sell or dollar cost average.

[Ian]

Cut it and reenter at a better price. This is a classic example of not all companies are created equal. Do I think they could recover? It's possible. But if you're down 20 my rule of thumb is always at 25 you have to cut and look to look to re enter. Now is it actually a decent price to build a position like if it gets to 62.91 or 72 flat that could be a price to potentially buy in again. But if you're down 25 you're at a critical level financially.

[Rashad]

Yeah. Corey. Yeah. We've been talking about it since we saw it right. Like we in March when we saw we've been talking about still hasn't been able to shake the idea of the depreciating asset for me right. Like if you're getting it and what I'm saying to depreciating asset I'm speaking about the GPUs right because they're they're leasing those out for the compute out for those but it's always the older model. So as Nvidia makes newer models they give out they rent or lease out other model the lower models to core weave which rents it out to clients. And so at what price do you get it matters. Obviously Nvidia has ownership in it that debt structure. I don't know.

[Ian]

See and you always have to play the exercise with anything you're going to invest in of running the top Tennessee is Corey better than Nvidia, Apple, Microsoft, Meta, Eli Lilly in terms of investment.

[Rashad]

As a company but even as a fundamental of what they do like Nibius is like their competitor now. So Nibius is doing something very similar to what they there isn't really a moat for that. There's that that business structure which means that if Nibius can do it and Corey has done it and they obviously a partner with Nvidia who stops the next company to saying you know what we're going to Broadcom is going to be our partner. And they have a bigger client base. Right. They're not looking for just hyperscalers. They're looking for some of these large cap to mid cap companies who now said that we are not going to pay that price. I like those prices better. Like you lose some of that competitive edge inside that second tier rental, leasing, compute power.

[Ian]

Invest in a company's the mood of GDP of America. Let it make your investing journey a lot easier.

[Troy]

Okay, so we talked about, we talked about one healthcare stock that has done extremely well as far as Eli Lilly, Novo as going in the opposite direction. Oh, Novo almost at his 40, 52 week low. So what is the deal with Novo? Is this the opportunity to buy Novo?

[Ian]

Hell no. Harold Miner looked like Jordan when Jordan was out of the league playing baseball because David Stern made him sit down. But when Jordan came back, Harold might have shot the hair on his family because I'm gonna watch. But no Novo they missed on an Alzheimer's drug. And it's the crazy part that's interesting. They fall in this much. And isn't Novos operate or net margin a gross margin? 89. Like how do you have a gross margin that wide and that stock does that? No. Lily's a one of one company and I have no bias towards any of these. But Lily's just a. Just is a better company. This is like almost comparing Meta versus Snap. I like Evan, I like to got glasses and one of the girls had the little filters eight years ago it was fire. But they're not Meta. Novo's not Lily. It's not. I think if you look at an executive management drug, the results of the drugs, the pipeline that they have for the next five years, the return on assets, return on equity, there's no point where you look at Novo and say these two are the same. They had a great moment, great. But it's over with. I'm not saying that the company's dead. They're not going to be delisted. But would they ever be Eli, Lily or Amgen? No. No.

[Rashad]

Yes. It's. It doesn't look great. It doesn't look great. They, you know, Ozempic was a thing. It almost became the band aid of his adhesives. Right. But you don't have a moat on that that drug like they. So when zip down comes out, other GLPs come out less lesser known. Even some UN white label GLP comes out. That's going to cut into your business model. And again when you have an administration that is hellbound on Making sure that American companies thrive and you are not an American company. Well, every fifth ad when you watch Good Morning America or you watch Today show is going to be that American company. Tomorrow when you watch good American, like damn sure I was right that they're going to make sure that they're going to promote Lily. And because it has obviously a superior product, but it has the motive of having to not rely on one thing, the Alzheimer's pill. This is like the third. I feel like this is like the third time that this has not worked.

[Ian]

Not worked? Yep.

[Rashad]

I don't know how many chances they're going to get to not have it work. The stock is now trading at the 5. Five years ago was at. In 2021 it was trading at $42 and the stock is currently sitting here five years later at 45. Had a crazy run up obviously during the GLP phase up to 145, 147 and now we're right back down to where we were in 2021. Yeah, gonna be tough. Gonna be tough. I, I would, I would definitely not invest in this.

[Ian]

If you look since inception when they IPO or their all time low is 2.74. Since the high they're almost have given up 75 of all those gains. I put in stock Club earlier 10 reasons why they have underperformed. But I'll give three here. The expectations for the GLP1 was too high. The manufacturing bottlenecks and capacity limits were another issue. And then also too like outside of Lily, the weight loss drug cycle of boom and bust has always been a short cycle of wins and extreme, extreme losses. Like if you go back to the ally drug, like this category of weight loss drugs has always had some issues. Whether it was with ephedrine or heart issues or gut issues. This isn't a sustainable product line that will work long enough to allow you to build a business around it to be able to be okay.

[Troy]

No.

[Ian]

And then weight loss slows after one to two years. So in the best case scenario after two years it's the end of the product cycle. So the lifetime customer value is lower than every other competitor that you have for other drugs that are doing incredibly well. Like Lily is damn near the Nvidia of health care. You're. You're fighting a monster that cannot be defeated.

[Rashad]

Yeah, this might not be one of those situations where number two is it's actually a good thing. They already announced that they're out. They're trying to get GLPs to be a part of healthcare plans. They've already, we talked about this a few weeks ago. They're dropping the price costs over the first six months. Right. They're, they're trying to do all the things I think when you have pill form, because that's the thing, right? Like who gets to the GLP pill first. And when you have a pill form fail for a different drug, well, that puts a, that red flag. Hey, this is another pill that has failed for them. It's failed for them. Who will get to it first? My assumption would probably be Lily gets to the pill form first and that that changes a lot of things. And if they can get the right price, obviously put that a part of people's healthcare plans.

[Ian]

Yeah, and I said this on stock club too. Like amgen is probably four times better than Novo. 2. Like if I Striker is better than Novo, but if I just go through the healthcare space, there's a lot of companies that are way better than Novo. So you can argue HIMS is probably a better business than Nova. And they've had some price concessions as well over the last year. It's just the wrong model they had. This reminds me of like Moderna. They had a great seasonal run, but you built no other business. They tried the Alzheimer's thing like we said, but it has not been sustainable.

[Rashad]

So yeah, they didn't. Did they announce a partnership? I feel like Noble did. The partnership with hims.

[Ian]

Yeah.

[Rashad]

And then they got pulled. They got pulled, right. Or it ended premature. Like it was only for like a few a year maybe, or maybe like eight months. And it was like, all right, this isn't working.

[Ian]

Your intestines start to rot. Like you don't think on a SWOT analysis that would be a threat or weakness in the business. You can only PR this to death so far before people talk to each other and say, well, these are the issues that I'm having with taking the drug.

[Rashad]

Yeah, you're trying to give a drug to a brand that was allegedly selling off brand GLP drugs.

[Troy]

Yeah, allegedly.

[Rashad]

Allegedly.

[Troy]

Let's talk about doge. So obviously Elon Musk left and now they saying that they canceled, that it's. It's over. An interesting thing about DOGE was Department of Government Efficiency. And the whole idea was to slash the. But slash the budget drastically. And the interesting thing about it is, how's that working? The US has officially added $2.1 trillion of debt since Doge. That's $6.5 billion per day for 326 days in a row. So. But one of the things like I said, even when Mike Novograss was saying before is that he did say that Trump has a history of spending. He's not a fiscal conservative. So anybody that thought that, okay, Trump's gonna get in office and now they're going to just start slashing the debt. No, they've added 6.5 billion to the debt like every single day. Like the debt was never going to get slashed.

[Ian]

No.

[Troy]

Under this administration, maybe Democratic debt.

[Ian]

Or Democratic programs, but like Democratic programs.

[Troy]

Excuse me. Yeah, subsidy programs, stuff like that. That'll get caught. Right. But they're going to spend more money on war. They're going to spend more money like it. Yeah, it looks like it is getting cut because they're going to, you know, take away after school programs in Chicago, but then they're going to send an extra 500 billion dollar war package.

[Ian]

Yeah.

[Rashad]

What happens to the people who lost their jobs because of Doge? Is that a lawsuit?

[Ian]

No.

[Rashad]

I'm just trying to think like this was a department that was created and has been dissolved in the same calendar year. And people's lives are really like, you know, I mean like, did Elon get his return? Oh, he got his return.

[Ian]

Oh, he got his return and then the relationship is repaired. And Trump said, you're lucky I'm on your side. So he learned too really quickly.

[Troy]

But that's one of the, and that's one of the things why we're going to D.C. is because we got to talk to law makers.

[Rashad]

Gotta do it.

[Troy]

Vitally important. So both sides of the aisle, what are you guys interested in? Both sides of the aisle.

[Ian]

Left wing, right wing, same bird.

[Troy]

So how, how will this play out for investing? Peter. Not Peter Till. Huh?

[Ian]

Michael Burry. No. No.

[Rashad]

Yeah. What are we thinking?

[Troy]

He wrote a book about the fall of America.

[Ian]

Oh, Ray Dalio.

[Troy]

Ray Dalio has a, has a, has a thesis that America's debt is going to lead to the fall of America. Pretty much. That's a compact way of saying it, but he's very concerned about the debt of America on the financial markets. So being that this debt is just continuing to go up, will this have a tremendous impact on the markets at some point?

[Ian]

Yeah. This is part of the reason why only 4% of the S P can outperform the max. 7 is the debt structure that is here in America. And one day we'll have the conversation. Not tonight, but who's causing the force buying and, and debt increase in our country. But not tonight. I think we'll lead. We'll end up having More hyper concentration as a result. And I think that Max heaven may eventually become five companies or maybe in 70s years.

[Rashad]

So five. Tell me more.

[Ian]

When I first came out with 2Tech2 index, right, the thought was like you are over concentrated. But I talked to somebody a few weeks ago and he was like you probably are not concentrated enough now. It gives you a signal even in Michael Saylor and saying invest in one asset that's telling you that the rest of the field is filled with decay based on probability of what they're going to be able to add to the GDP and how little return they're going to be able to give. Well, I keep asking what's going to happen to Salesforce?

[Rashad]

Really? We just.

[Ian]

You can't turn that company around. You can't. It's impossible now. But there are hundreds of other publicly traded companies that are like Salesforce that cannot be turned around. And part of it is because of the debt structure that we have. There's very little innovation, very little exceptionalism. Even outside of tech and healthcare.

[Rashad]

It's tough.

[Ian]

Disney is flat. ESPN is. The vultures are circling around. If it wasn't for Pat and Stephen A, that would have been off air.

[Rashad]

They certainly have helped. They certainly have help.

[Ian]

Stephen A rock keep robbing them. I'm not mad at you. I don't like the political turn you making but you know, cool. It's troubling though. Even Intel, I don't want a great American company to die. But man, there's been a lack of exceptionalism in this country's publicly traded markets for a long time and that's not going to get better anytime soon.

[Rashad]

I'm looking at this five and I'm thinking to myself, are you counting currently constituted public companies not taking into account obviously that open AI is not publicly traded.

[Ian]

Yes, I'm taking that consideration. And if Sam doesn't get his affairs in order, who think Elon and got attacked? You think Sailor couldn't attack?

[Rashad]

Yeah.

[Ian]

Okay.

[Rashad]

Because there was talks that this one trillion dollar valuation has just been slashed.

[Ian]

Because of what Google has just done and the banks. This is the same issue. That and Sam needs a Cheryl Sandberg. I don't know why he hasn't given her 80 million to come out of retirement per year. Because the same issue that Zuckerberg had was when he gave Wall street his ass to kiss. They punished him for years for that until Cheryl came in.

[Troy]

Did you do you see Nicole Lapin shout out to her. She had a dope about Peter Till turning 1700 into 5 billion from his tax free. Did you see that?

[Ian]

Yeah. From the back door often.

[Troy]

Huh.

[Rashad]

From self directed.

[Ian]

Right?

[Troy]

Yeah. So he turned $1,700 to 5 billion tax free.

[Ian]

They closed that loophole though, right?

[Troy]

No, no, you can still deal with it from a self directed. I don't know about if you could have 5 billion. And, and I think after a certain point it might be taxable. But yeah, he, you can still do the self directed. He had a self directed Roth ira. And the good thing with the self directed is that you can invest in a variety of different things where traditional IRA you can only invest in like traditional investments on the stock market, ETFs, index funds, stuff like that. But self directed allows you to invest in real estate. It allows you to invest in gold sometimes in crypto and, and businesses. So he, he has $1700 in a self directed IRA in 1999 and he invested in PayPal 0.001 share, 1/10, 1/10 of 1 penny. And he brought 1.7 million shares in 20. In 2021 that was worth over $5 billion. And the thing about it is since it was in a Roth, it's tax free. So the Roth is tax free on distribution, whereas the traditional IRA is taxable. So he turned $1700 to 5 billion in a relatively short period of time, 22 years by investing that money in a self directed IRA into PayPal probably.

[Rashad]

Held at the time.

[Troy]

Yeah.

[Ian]

And it was smart to do such a low amount to not send any flags. But I think, yeah, loophole got closed.

[Rashad]

Part of it is that you can't invest in a company that you have any ties to work for or own. So that's interesting. They said there was so many caveats that he met that obviously, I mean this is not, this is not a guy who, who's not have, doesn't have like super intelligence. But yeah, yeah, yeah man. They be knowing you're right.

[Troy]

But you can still invest in a private company through your Roth ira. Yeah, do a self directed. Through a self directed ira.

[Ian]

Okay.

[Troy]

But yeah, as long as you don't own the company. If it's not a direct family member, the relationship he obviously had inside relationship with, with, with owner of PayPal who was in the, in the process of raising money. But that's just crazy how. That's kind of crazy. If you really think about it.

[Ian]

You got another codes.

[Troy]

If you really think about it, they be knowing $1700 turned into $5 billion. That's, that's, that's actually insane.

[Ian]

That's legendary. Despite His Antichrist act. Like, intellectually, Peter's book 0 to 1 is very small. You can see his whole plan. I don't agree with some of the political aspersions and investments that he's done on a political side, but Peter's a smart guy. You got to give him credit for that.

[Rashad]

Yeah, very smart. Like you said, what, what he's doing now, I'm not sure what bag that is or what the end game is for it, but very, very well.

[Ian]

He tells you in the book Global Domination. He just wasn't likable enough to be president. Support.

[Rashad]

Yeah.

[Ian]

Zero to one is a very fascinating. Because it was one of the. I lived in Colorado, So that's probably 2013 when that came out. That's his literal. Even the J.D. vance and political investment and war. Oh my God. He laid it all out in the book. So.

[Troy]

Yeah. Well, keys open doors and relationships matter. So Black Friday sale isNow Market Mondays.com. we given lifetime access to Red Panda, lifetime access to e University 2026 invest fest VIP tickets in person. Mastermind for all of us and the Queen of AI in Washington D.C. at the Capitol.

[Ian]

That's incredible.

[Troy]

In inside the Capitol.

[Ian]

Nancy, I know you leaving, but we need a convo. If you can stay 20 minutes.

[Troy]

We're gonna have a capital tour, talking to high level politicians and decision makers when it comes to fiscal policy for our nation. Market Monday's deal. Market Monday's deal. And then the first 40 people. It's only 50 people. Only 50. 50 plus only in the first 40 people. We are going on a tour of Nvidia, the largest company in the history of the world. The most important company of the last 25 years for sure. And a company that has revolutionized and changed everything.

[Rashad]

Changed a lot of our brokerage accounts for sure.

[Troy]

If you can't make it, you will get video of the in person mastermind and you will get a video of the Nvidia conversation that we have. Market Mondays, deal.com. first come, first serve.

[Ian]

Yeah.

[Troy]

50 slots available. 40 slots available for the Nvidia aspect speaking.

[Ian]

If you want to win 50, 000 in the trading tournament, go to the link in my bio and join a red Panda trading tournament starting December 8th. Love y'. All.

[Rashad]

Tell them. And you deserve to be rich.

[Ian]

If not facts, you deserve to be broke. Choice is yours.

[Rashad]

Choose wisely.

[Troy]

All right, ladies and gentlemen, it's been real, man. Been real, man.

[Rashad]

How we feeling? Blackout Wednesday. Just in time because I need. I need Thanksgiving etiquette from y'.

[Troy]

All.

[Ian]

So it's not gonna happen on my end, you know, Shoddy. Hey, let's get canceled.

[Troy]

Blackout. Orange Wednesday at 10 o'.

[Rashad]

Clock.

[Ian]

I'm not sure. Legendary, for the record.

[Rashad]

Oh, man. See that video?

[Ian]

Old girl hopping the side chick happened to know old boy's casket in front of the wife. That's crazy.

[Troy]

Oh, yeah, I seen that. That was. That's illmatic.

[Ian]

Summer Walker.

[Rashad]

So finally over it. Maybe not.

[Ian]

Not so much. You doing too much.

[Rashad]

A lot. There's a lot going on out there, man. Y' all be good to each other. Officially speaking, from the eating committee on. On the holidays, we appreciate all the chefs, all the sous chefs that will be, you know, crafting the feast, pray for mercies of everybody. Hopefully everybody gets to see their family enjoy it, be healthy, be safe, get to see their loved ones for sure. Commune with each other, man. Communion is a real thing, man. So I'm happy that everybody gets to do that. Yeah, man. It's been real. It's been real. Happy birthday again to our brother Jay Crew. Love.

[Troy]

Jay Crew. Love.

[Ian]

Shout out.

[Rashad]

Hey, Shout out to Baba. We Talked. It was AB's birthday a couple weeks ago. His brother's birthday is this week. Week and his mom's birthday as well. Shout out to the hotel family. They actually said the same day. Shout out to Red. Red, Danielle. What's going on? Her birthday is tomorrow as well.

[Ian]

Happy birthday.

[Troy]

Market Mondays with a S. Market mondaysdeal.com and blackout at 10 o', clock, we will be talking about Thanksgiving etiquette, proper things. Should you bring your side chick or not? Vitally important information that might, you know, change the holidays.

[Ian]

Just bringing the side today to the main dinner.

[Rashad]

I mean, at 10 o', clock, it's kind of. We got to get like a message before because at tennis, they're probably on the flight already, right? Or how's that work?

[Ian]

Isn't this great? Flight leaves at 8 is crazy, though.

[Troy]

That's gonna be one that you don't want to miss.

[Rashad]

Bring a dish.

[Troy]

You don't want to miss this blackout. The holiday blackouts is always extra.

[Ian]

Yeah, we're gonna give y' all something to talk about at the time table.

[Rashad]

Bring a dish or bring some champagne if you're not gonna bring a dish.

[Ian]

Yeah, and quit lying too. Just keep it real.

[Troy]

And if she don't. If she don't bring anything, that's a cancellation.

[Rashad]

Shout out to Trap. We should just bring the red flag.

[Ian]

Instant fire.

[Rashad]

Instant flag.

[Ian]

Yeah. Or if she's rude to the family. Wrap it up. Easy.

[Rashad]

I said they love You. You want to tell me you love them back? I love you all.

[Troy]

Love. Love you all. God bless. If you bringing a pie. If you're bringing a pie.

[Rashad]

What kind?

[Troy]

That you did not make. That's a red. That's an instance.

[Rashad]

What you mean didn't make?

[Troy]

Like if you're buying a pie from the grocery store.

[Rashad]

Yeah.

[Troy]

And that's your contribution. That means that you put no effort, no thought.

[Rashad]

Come on, yo. Grandma got to make an apple pie from scratch.

[Ian]

Yeah.

[Rashad]

Crumb pies from.

[Ian]

And most these women nowadays can't cook.

[Rashad]

You want a woman to make a pie?

[Troy]

I'm saying if you. If you. If you are coming to somebody's family Thanksgiving.

[Rashad]

Yeah.

[Troy]

And your contribution is a store brought.

[Ian]

Is a Kroger pumpkin pie.

[Rashad]

Is it made?

[Troy]

I don't care. You didn't make it. You didn't make it.

[Rashad]

Yo, can I eat this up in the oven?

[Ian]

Tough. Yo, Red flag.

[Rashad]

That's a flag.

[Ian]

You mean like family member or like extra?

[Troy]

No, your significant other.

[Ian]

Oh, okay. Got you. Okay.

[Rashad]

Significant other should not. Yeah.

[Troy]

Your significant other is coming to your family's Thanksgiving.

[Rashad]

I'm not sure about that though.

[Troy]

With a apple pie from shoprite.

[Rashad]

All right, well, what if this. It's a. It's an actual well known bakery. That counts because like, if you went to brought a cheesecake from somewhere and.

[Troy]

It'S like, make something, man. Macaroni and cheese.

[Rashad]

No, you don't want them making that. That could ruin an entire table. You get that wrong.

[Troy]

Everybody can make something. Some fish. Everybody can make something.

[Rashad]

That's a. That's heavy. You don't want them bringing that. Because if they get that, if they fumble, it's over.

[Ian]

Well, if you can't grab, I get to talking.

[Troy]

If you can't, Grandma, if you can't cook. That's a. That's already.

[Ian]

Then what do you do?

[Rashad]

All right, so now what do you do if you don't. If you can't cook?

[Troy]

Learn how to cook.

[Rashad]

This ain't the time. You gotta learn that. Another holiday, your birthday or something like, yo, I tried.

[Ian]

That's how you get them fired. Play.

[Troy]

It's not hard.

[Rashad]

This is to get him fired.

[Troy]

He said anybody can make shy line anymore.

[Ian]

Cooking not easy.

[Rashad]

We can't play with that.

[Troy]

And you. Well, Santana, my boy, man. Legendary. We're gonna talk about it, but reading is fundamental. But I understand. I understand what he was trying to say.

[Rashad]

You said this for a lot. A lot of years.

[Troy]

I understand what he was trying to.

[Rashad]

Say, but I'm more Proud of him taking account for the substance abuse and saying that. Yeah, I was wrong for that. Thank God I didn't know. Yeah, that was shout out to him.

[Ian]

Good dude, man.

[Rashad]

He said financial education is the most important thing.

[Troy]

He performed that. Market Mondays Live at Apollo. Legendary. Never forget Swaggy Boy. Market Monday, sold out Apollo. We had Jim Jones and we had Dipset man. Never forget moments in time.

[Rashad]

They said, you wiling, man.

[Ian]

Styles P today. Crazy this Kindergarten Wednesday.

[Rashad]

Y'.

[Troy]

All.

[Rashad]

Y' all be good to each other. Love is love. We'll see. Y' all be blessed. And we out, man.

[Ian]

So if you bring the side who gets.

[Rashad]

Yo, come on, man. We about. This is the after hour turn.

[Ian]

Okay.

[Rashad]

Can we have a scene?

[Ian]

Priority matter.

[Rashad]

Can we have a production meeting? Can do it for you. What we doing? Chat. All right. Love is love, y'.

[Troy]

All.

[Rashad]

We out.

[Ian]

You upload some text messages and see who've been acting better. They tell you to see priorities. Allegedly.

[Rashad]

Allegedly. Allegedly. Be good.

[Ian]

Love, y'.

[Rashad]

All.

[Ali Jackson]

If you're a podcast host, listen up. This one's for you. My name is Ali Jackson. I'm the host of Finding Mr. Height, a dating and relationship podcast that I've been doing for four years now, sharing my positive and practical approach to dating that's built on my own life experience. And I wanted to share another experience that I've had, my secret behind monetizing my show. It's called Red Circle, and I was just telling my colleague about how much I love their platform. With Red Circle, not only am I getting a seamless hosting experience, but I also love the support I receive in ad sales. It's not just typical ad sales either. It's targeted opportunities based on my show and my life. And the platform is super simple. You just set your preferences and Red Circle matches you with sponsors that align with your show. You can vet every opportunity, and their platform gives you great analytics. More recently, too, my Red Circle team has brought me opportunities outside of my podcast on social media to really augment the podcast partnerships. Bring them full circle. I just can't recommend them enough. If you want to give it a try, go to redcircle.com to get your free trial. That's redcircle.com for a free trial.