← Market Mondays
Market Mondays
MM #292: Trump Targets Powell, Top Stock to Buy, Must-Have Investments, and Is Netflix & Apple in Trouble?
01:31:32
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- [00:01]
Wix Advertiser
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- [00:05]
Troy
I just built my whole site in under an hour.
- [00:07]
Wix Advertiser
It's giving. I actually made that.
- [00:10]
Troy
Whoa.
- [00:10]
Wix Advertiser
It's giving.
- [00:11]
Troy
Our sales are through the roof.
- [00:13]
Wix Advertiser
So whether you need help expressing yourself or just need something to make your life easier, Wix has you covered. Try it out@wix.com.
- [00:24]
Troy
Well, the holidays have come and gone once again. But if you've forgotten to get that special someone in your life a gift, well, Mint Mobile is extending their holiday offer of half off unlimited wireless. So here's the idea. You get it now, you call it an early present for next year. What do you have to lose? Give it a try@mintmobile.com Switch limited time.
- [00:44]
Wix Advertiser
50% off regular price for new customers. Upfront payment required $45 for three months, $90 for six month or $180 for 12 month plan taxes and fees. Extra speeds may slow after 50 gigabytes per month when network is busy.
- [00:53]
Rashad
See terms for me, entrepreneurship has always been the way.
- [00:59]
Ian
Investing is important because it's the going to be a bit rich and wealthy for your family. We can close the wealth gap by working together.
- [01:10]
Rashad
Market Monday is the biggest investment show ever.
- [01:13]
Ian
My life has literally changed since watching eyl. When you can make people money and.
- [01:19]
Troy
You can add value, they're going to be forever indebted to you.
- [01:21]
Ian
And I promise you, this year I'm going to make y' all even more money.
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Troy
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 wish to rely upon whether for the purpose of making an investment decision or otherwise. Let's build our knowledge, our community and our brokerage accounts. Love is love. Love is love indeed. Love is love indeed. Welcome back.
- [01:59]
Ian
Y' all back.
- [02:01]
Troy
How you feeling? How you feeling?
- [02:03]
Ian
Amazing. How y' all feeling?
- [02:06]
Troy
We are blessed, man. The traveling mercies have been bestowed upon us. Our first travel of 2026. We're just running this thing back from 2025.
- [02:15]
Ian
I love it.
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Troy
Morocco, man.
- [02:18]
Ian
Shotty. What it's looking like?
- [02:22]
Rashad
Blackout.
- [02:24]
Ian
Blackout.
- [02:24]
Rashad
Stay tuned.
- [02:26]
Troy
Responsible.
- [02:27]
Ian
I don't care. Got you united right now. What time?
- [02:38]
Troy
Two Wednesday, yo. Quick seven hour. A quick seven hour flight. Beautiful country. I'll say this. It is. Is very impressive you get here. The infrastructure is incredible. And it's very, it's very clean. Very clean. One to. You know, cleanliness is godliness. Right?
- [03:02]
Ian
That's on my list. Clean and impressive. Infrastructure.
- [03:06]
Troy
Yes, yes.
- [03:09]
Rashad
Infrastructure play for sure. But yeah, shout out to Morocco. We out here for the week. We're going to the, the game on Wednesday. Senegal versus Egypt.
- [03:18]
Troy
Yep.
- [03:19]
Rashad
So big soccer, big soccer tournament happening right now. But yeah, blackout. We'll have some topics to talk about if you guys are interested. Unfiltered, uncut. Nine o' clock new time. Yeah, nine o' clock Eastern standard Time or Wednesday night blackout new time. Nine o' clock Eastern Standard Time. You know, a lot of people had to get to bed early. Couldn't stay up to 12 o' clock at night, 11:45, they're like, yo, I gotta watch it the next day. So, man, we made that adjustment last week and it got a positive response. So we're gonna keep going with that 9 o' clock and then earn your leisure. 6 o' clock on Thursday, we got my brother Chocolate from Ghana, staying in the Africa theme. We did that a while back, so we pointed that out. That's the cloth that you've seen us in, Invest Festival. So he's one of the dopest designers on the continent of Africa and got a really good business model. So shout out to Chocolate. We got that. Dropping six o'.
- [04:17]
Ian
Clock.
- [04:18]
Rashad
Ian, any announcements?
- [04:20]
Ian
Yeah, stock club call. Last night was amazing. 9pm Central. The new time for this year, Sunday at 9pm Central. I love you. Tech Check Kajabi for stock club prices for this month. And please turn on your notifications for telegram for all notifications about the market, especially my thoughts on Apple relying on Google for Siri. We'll talk about that later. If I've made you money, please put yes in chat. Let's have an amazing show.
- [04:44]
Troy
A lot of yeses.
- [04:46]
Rashad
Let's get to it. Let's get to it. It's so much, so much happening. The first thing, let's, let's not waste any time. Donald Trump and his Justice Department, they are investigating the Federal Reserve and the Federal Reserve Chief chair, Jerome Powell. And that's something that is pretty unprecedented. At least that's what Jerome had to say about it. He said that. Paraphrasing. He said that this is, this is because the refusal of the Fed, dropping interest rates and the refusal of the Fed, you know, bowing to Donald Trump's demand.
- [05:29]
Troy
I got his poll right here. I got his poll. I'll do it for you. The threat of criminal charges is a consequence of the Federal Reserve setting interest rates based on our best assessment of what would serve the public rather than following the preference of the president. This is where we're at. This is where we're at.
- [05:50]
Rashad
Yeah. So, long story short, he said that on Friday, they, they served them with the investigation notification, and he said that he will not back down. And that is dangerous waters when the Fed loses its autonomy and becomes political. Because the Federal Reserve is not designed to become political. It's not designed to answer to politicians, even the president. But Donald Trump is not a traditional politician or a traditional president by any means. And even the last Fed chair, she spoke about this and she said that it sets a very dangerous precedent. It's extremely bad, extremely bad for the market and something that, you know, needs to really be monitored. So what are the thoughts on this? Will it impact the stock market, the greater impact for the economy? What's the overall thoughts on the president putting almost criminal charges, it looks like, on one of the most powerful people.
- [07:04]
Troy
In the world, we got to say alleged, because allegedly he said he had no idea that it happened.
- [07:10]
Ian
Wow. Not surprising. Legal caught him bright early this morning. Well, when this first happened, and Rashad, you pointed this out when they had that meeting at the construction site, he's going to be vindictive because he doesn't need anyone to uncover how tumultuous our economic landscape is. Like, I was talking about this on Stock Club, and we've talked about it on a show and privately. But how bad do things have to be for our country in order for you to move up the GDP from 1% to potentially 5? You had to form a coup in Venezuela to get resources. So the way he's running this is like a mob boss, allegedly. And any enemy combatant to the story is going to be punished. And it's the reason why this is so important, because they don't want the election to turn this year. And with J.D. vance running, I think it sets a terrible precedent. And also the Federal Reserve is a private entity, so if they begin to push back and those higher powers that be began to push back on him, I don't think it would be great for our economy. A mistake and opposed to fixing the core problem. Being punitive towards the chair because he didn't do what you want is a grand mistake. What do you guys think?
- [08:38]
Troy
Yeah, I mean, when we saw it the other night, it was just like, yo, it made me think about July, that meeting, when he talked about the overspending and, you know, Jerome kind of embarrassed him a little bit there you know, he's a vindictive guy. He's a guy that doesn't forget things and he's going to, you know, try his best to make sure that he gets his way and anybody that gets in that way, there's going to be consequences for it. I think it sets a terrible precedent. Right. Even if, I mean to indict the Fed chair and subpoena him is just like, it's pretty, I mean it's never happened.
- [09:10]
Ian
A warlord, you let out a drug warlord.
- [09:14]
Troy
Yeah, but what does it say about he, he is the Fed chair. He has two seats. Right. He's also the governor of the Fed. So when he leaves in May at, you know, if, when his time is up, you still have to put some money in his place. What does it say about the next person that goes into that seat? Right. Like are you going in there with no influence? Right. Or are you going in there because you've been hand selected because you know that the President's influence will be listened to and you will act on some of the things that he's asked for. Right. He's been saying that we need to lower rates. It's funny because we had 3 rate lowering happening during 2025. Right. That wasn't even expected. Right.
- [09:56]
Ian
Surprisingly, yeah. I was going to say that, yeah.
- [09:58]
Troy
Coming out of 2025, it was like we might get two cuts, maybe one, we got three. And if you look at the minutes from all those meetings, the person who was fighting for those rate cuts was Jerome Powell.
- [10:08]
Ian
Was Jerome Powell.
- [10:10]
Troy
He was the guy that was actually fighting inside those, those means to make sure that we had three rate cuts to, to attack him because you wanted more. It's ridiculous. Now what does it say for the market? It's interesting, man. You think about the past week like we, like you said, Venezuela, you're talking about institutions can't buy single homes anymore. You're talking about having a freeze on interest rates at 10% for credit cards. All these things that are happening in let's say a 10 day span. Typically this crashes a market.
- [10:45]
Ian
Yep.
- [10:45]
Troy
But here we are resilient still. Right. Like we didn't see a thousand point drop or a 500 point drop. The Dow opened down 300. It was like, okay, there's going to be some ramifications from an indictment from the Fed chair, but I mean it wasn't something that was right. It's just, it's so, it's very interesting, man.
- [11:05]
Ian
Risk is back on and no one cares about the long term ramifications. Even with him, one or more interest rates, cuts. It reminds me of O5 with the banking and subprime crisis. Everyone's thinking short term. And to be very clear, even with this point with the Fed chair, he wants to do what he needs to do. So his legacy is intact. When he leaves office, he's not thinking about the betterment of the country at all. So.
- [11:32]
Troy
Right. I feel like that's been the consensus we've seen that over. I think he's going to be. It'll be a year on the 21st. Right. Since he was sworn in as president. He's thinking about his legacy. From day one, he's thinking about his legacy whether it was from policy, whether it was naming buildings after himself all been about his legacy. And it's going to continue to continue to be that including the fair share that you know, that he'll pick.
- [11:56]
Rashad
Well, the crazy thing is that he picked, he picked Jerome Powell. This is true. So.
- [12:01]
Ian
Well, some people would say that that was a forced pick. That wasn't his true pick that he wanted. That's who he could have selected at the time alleged.
- [12:16]
Rashad
I mean it's under his, it's under his legacy. Yeah, he got it. He got a chance to pick that the Fed chair. He picked Jerome Powell. Okay. He don't like him. So he definitely wants, he has who he wants to be the next Fed chair. And I think that he, he's Project 2025 as far as consolidation of power. And one of the main things that makes the, the American quote unquote democracy different from a, you know, monarchy or Tartarian type state is that there's different branches of government have different powers and some branches actually are independent of the government like the Federal Reserve, where in a traditional, you know, kingdom, the king has pretty much a say in anything that happens from the military to the Federal Reserve System to, you name it. And one of the things Everybody will probably 2025 was talking about the civil rights aspects and that's important. But one of the main themes in Project 2025 was to consolidate power.
- [13:17]
Ian
Power.
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Troy
Yep.
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Rashad
And that's what he's doing. He did it with the Justice Department and now he's doing it with the, with the Federal Reserve as far as to really be aggressive and pretty much saying like if you don't do it, I'm gonna. What I want you to do, there's going to be, you know, extreme consequences for that. And try to force, force a new Federal Reserve chair in is pretty unprecedented. I don't think it's ever actually Even happened before. So it's, it's unprecedented times that we're living in. But it's, it's not surprising if you really, you know, studied the playbook that they said they were going to do. It's not a secret where all the deniers were shot.
- [13:57]
Ian
Remember? I remember when you first, first start posting it and everyone was like, oh, this is fake. And all of them are quiet, even in the Minneapolis issue, and we'll talk about that on Blackout, but everyone's quiet. Who said Project 2025 was fake? They're almost following it line by line.
- [14:14]
Troy
Yeah. I think it's either you're negligent about it or complicit with it. Right. Like, it's either. Or like, if you acquired, that means, all right, well, it's happening. And you're like, okay, they said it would, but it's just. Is it surprising? I don't feel like it's surprising. Right. Like, even from the world of investing. Right. Like when you're talking about lowering interest rates. Yeah. That helps stocks out for sure. Does it help tech companies? A hundred percent. But even, you know, thinking about it, it's like the way that Powell did it was very strategic. Like he, he came out of a pandemic. Right. There was all talks of recession. We actually went into a recession. We had a bull market, a bear market. We had all these things. It was a soft landing there. It was inflation.
- [15:00]
Ian
He managed it well.
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Troy
He still managed all of that. Like, I feel like that the tarnishing of his legacy is what, what he's trying to do. But I mean, the, the proof speaks for itself. Right.
- [15:11]
Ian
You can't argue with his plan. That's a job most people wouldn't want. I wouldn't want it. He, I think he managed that incredibly well, given the disaster that was put on his plate. And then to try and railroad him now because of a personal vendetta when he helped save you is insane.
- [15:30]
Troy
He actually did the thing you wanted. He just didn't do it as frequently.
- [15:35]
Rashad
So from a stock market standpoint, like I said the last Fed chair, she said that this is going to have a negative impact on the market. Maybe not in the week, but long term. So is this going to be bad for the stock market?
- [15:50]
Ian
As I stated last week, I think the first half of the year will be great. Around the time we get a lovely cover for Invest Fest. Get your tickets to Invest Fest around that Invest Fest time. Oh, we're going to see some turbulence. And that's the best time for you. To be there for me to be able to guide you on what to do. But the second half of the year is going to be trouble. And if we're, they're talking about taking Greenland, the talks of Colombia, Nigeria and Cuba are picking up. The valuations of stocks are eroding in some sectors there aren't as many GDP movers And even in the collaboration, we'll talk about Lilly and Nvidia later, Apple and Google. Usually when companies are coming together for these deep partnerships, it's a prevent from triage from happening and they're building a moat together. So the second half of the year is going to be incredibly tough because of some of these decisions that he's making. He's only thinking of short term. Like when he said, okay, I'm going to give you $2,000 for the tariffs. Now he's saying, I don't even remember saying that I was gonna give people $2,000. Like what if you were on tape.
- [16:58]
Rashad
Forecast, they got you on tape this.
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Troy
Yeah. I think may they'll make the decision I think within the next few months. I think may is when the new Fed chair will come in. I think at that time we'll hear his optimism or lack thereof of how many interest rate cuts we have which will like I said, if interest rates gets cut, that helps stocks for sure. I think you got to interested. July 4th is going to be interesting. I was doing some research on that that those accounts, those, those baby accounts, those baby bonds that we had talked about, those going to affect starting July 4th. So you got a lot of money going. So it's, I mean it. We'll see. We'll see. Well, you know, we'll be able to report on it and we'll be able to act on it accordingly.
- [17:42]
Rashad
We'll see. But yes, speaking of that, get your tickets to Invest Fest. Yes, move the date up a little bit this year to give everybody an opportunity. A lot of people said that they couldn't make it towards the end of the summer. So August 7th, August through August 7th through August 9th in Atlanta, Georgia. We are back. If you in red Panda, check telegram. Ian, I'm gonna send you the information. Check telegram for your discount code only. Discount code, man, I ain't gonna talk about it too much but just yes. Year six, are we working Year six. And shout out to I always just like to just check what other people have to say and I like to check with some of the smartest people in the world have to say and the smartest element that we have right now is artificial intelligence. So I just typed in to chat gbt, I asked Chad, gbt, you know, just what's the deal with Invest Fest? And man, it's very humbling what they had to say about it. But when they compared to the global events, it said compared to Davos, Invest Fest is open access, not elite. Only compared to CES and Web Summit, less hype, more money moves. Compared to Milken. Community capital versus institutional capital. The reason why I just said those three is that I think people don't fully still to this day still understand how big for retail investors. Like this is the only place in the world where you could have a thousand dollars in your bank account and rub shoulders with a billionaire or rub shoulders with a multi millionaire or get information that could potentially change your life. Like these conferences. Milk and conference I think is $25,000 per day.
- [19:26]
Troy
50.
- [19:27]
Ian
Yeah, it went up. It's 50.
- [19:29]
Troy
50.
- [19:30]
Rashad
It's just like three day event. So get your tickets, get your finger booths, go to invest fest.com, get the hotels, the hotels will sell out quickly. And once again, if you in red Panda check telegram Ian, I'll send you the information tonight. Okay. With that being said, let's, let's go to a bonus. And do remember we got the new setup. We got the new setup. Shout out to everybody that showed their love and appreciation for the new setup that we have.
- [20:01]
Ian
Absolutely. Yeah.
- [20:03]
Rashad
That was Ian's idea to kind of have that old school PTI where you see the topics that's coming up. So shout out to Ian for thinking about that. Shout out to Mike, shout out to the person in the comments section a few weeks ago that asked for the ticker for sure, taking different ideas and just been adding, adding to it. But it only fits ten at a time. So every now and then we do a bonus. So this question is a bonus that's not on the side of the screen and it says if you were to hold one stock for the entire 2026, what would it be?
- [20:38]
Ian
For me, when I look at a company that I want to hold, I want it to have a few quality and characteristics. Like the executives are amazing, they consistently deliver better year over year result. I never have to wake up in the middle of the night and think about if the team or the product is going to fail and they innovate at a high level and at a pace to not only keep up with the market but to lead the market. I wish this company was Apple, but it is Google for 2026. Google is everything. I wish Apple would be and you can even argue because of them, they're eating away some of the luster and esteem of OpenAI. So for 2026, Google is a company that if I just could only hold one and I had two to three million dollars just to pour and never have to worry about a flight of extreme volatility. Apple would not be it, it would be Google. And they hit that 4 trillion dollar market cap after the announcement that they are going to save Siri by including Gemini into their software. Sergey, that whole team, ever since I had my initial criticism of them 18 months ago, has been putting up 3515 and 10 in every front on software and AI. So kudos to Google. What about you guys?
- [22:12]
Rashad
Well, my question is when, when, when's a good time to buy it? That's the next question that everybody's gonna have.
- [22:19]
Ian
Maybe stay to the end of the show and I'll give a price for where you could get into Google. Back to you, Rashad and Troy.
- [22:26]
Troy
Yeah, I mean I made last week, I made it very clear on my stance on the company of the year and it was Google as well for a lot of things that you said. I think one of the things you did point out is interesting is 18 months. So if you look, you look back to about 18 months ago when we were talking about the products, Sergey did something very interesting, right? Like he was at home, right? This was the, the founder of Google was at home and decided to go back into work. Like, think about that. Like he had left his, his, his position was watching how the company was unraveling and decided, you know what, I'm going back there because what's at, what's at risk is the future of our company in terms of artificial intelligence. And from that you saw a drastic change. You saw Gemini is, is the product that he went back to work on and now we're talking about that passing chat GBT in terms of efficiency and it's growing on its user base as well. So sometimes you, you look at things from a different point of view, a different perspective. He stepped away, saw what his company was becoming and decided, you know what, I need to go back and I can see where the market is headed and I got to make sure that this company is going to be leading that. And he's been firing on all cylinders again. I had Google as a company of the year. I was waiting until to say it till last week, but if I had to choose a number two, I definitely it would still be Nvidia for a number of reasons. GPUs are still going to be the story. The demand is still going to be the story. I think what Jensen did at CES a couple weeks ago was very telling about where we're headed in terms of Arton's vehicles. Right. Like he said, By 2029, every vehicle will have AI in it, but also robotics, and we're headed with that. Um, so, yeah, Google, last week we said. I said stock of the year. Nvidia is still there as well. If I had to hold 2 for 26, that'd definitely beat him.
- [24:18]
Ian
Especially in the time of crisis. He's focused on making the company better. When Bezos was. Was at Amazon full time, his main focus was on making the lives of the customers better. Elon fell off the rails. He came back. He's focusing on making SpaceX, Starlink and Tesla better. This is a clear lesson. When you are in a company, you want the executive leadership to focus on making the product better and the lives better and not competing. Tim Cook spent too much time fighting. Go ahead.
- [24:51]
Troy
No, I was going to add to what you said because you brought up Jeff Bezos. And so watching what's happened at Google, Jeff Bezos is working too.
- [25:01]
Ian
He got. He's. He got off the yacht. All the greatest entrepreneurs right now are working magic. Told you. When most billionaires.
- [25:10]
Troy
Well, I don't know.
- [25:10]
Ian
Is it official math billionaire? I want to ruin it. But he's telling you, you got 15 months. You got 18 months. Most people are not telling you with a sense of urgency, yo, you got a window before it's over, before they monopolize everything. Tim Cook was too focused on fighting with Zuckerberg and. And Elon and took his eye off the ball. And now everybody's eating your lunch. You want an executive who is mobbing mentality in the gym. It's not time for white sand beaches and my ties. Go vibe code. Go build something. And almost every project that he's wanted to develop has flopped in his tenure. You got the real greatest titans of tech getting back in a booth and getting to work.
- [25:55]
Troy
I'm gonna tell you something. I'm give y' all a word, and this is some homework that y' all can do. The same way that Sarah came back to Google and said, we need to create, right? And Gemini was the byproduct of it. Go look at what Jeff Bezos is building with Prometheus.
- [26:08]
Ian
Hello. Hello.
- [26:09]
Troy
This is. That's free game. Go do the research on what he's building with Prometheus. Why am I saying that? Because I've done it. I've spoken to some people. Go check out what he's doing. Go look at what he's doing. They're all working, right? Because again, I watched the company do it. They got a grips of it. They said, we see where the market is headed. How are we going to participate in this? This is somebody who's worth $270 billion, ladies and gentlemen. He sees where the market is headed. He's watching how Amazon's going to play a role in it. I know that stock. And again, this is one of my favorite companies of all time. Maybe my favorite company of all time. We've watched how this has been consolidating, but when it moves Amazon. Yeah, of course. Yeah. Well, I'll save some of that for another time. But yes, go do. Go do the research on that.
- [26:59]
Ian
Great interview y' all do. Ian Schwarzman. I want to give y' all credit for that. But even in watching y', all, like, even our group chat, being quiet, I know you're working. Can you. Can you stress the importance of. It's not time to invest in companies who. Leadership is being lazy. And personally, for you watching, if you have not hit your personal revenue goal for the year, the last five years, now is not the time to play. Yeah. Now is not the sense of urgency that you need.
- [27:27]
Troy
I feel like we kind of. You touched on it last week when we were talking about hyper concentration. Right. And we kind of threw out that idea of, like, looking into 2026. Does that get better or worse?
- [27:39]
Ian
Right.
- [27:40]
Troy
Does hyper concentration get more intensified? I think it gets more intensified because the people at the top can see ahead. They can see the vision. But the most important thing is that they have the capital to do it. They got the capital to do it. And unlike some companies, if their AI division doesn't perform this year, it doesn't sabotage their overall revenue. Right. The Amazons of the world, the Metas of the world, the Googles of the world, the Apples of the world, who we're still waiting on for the AI, they're gonna still bring in tons of money.
- [28:16]
Ian
Yep.
- [28:19]
Rashad
Yep. All right, so let's talk about Netflix. The Netflix slump.
- [28:29]
Troy
When.
- [28:31]
Rashad
After the split.
- [28:32]
Troy
Mm.
- [28:34]
Rashad
What is the deal with them? Before we talk about that, let's. Let's also talk about Nvidia, because we are going to Nvidia. So first cohort. That will happen next week. Time flies. And if you took advantage of that Market Mondays deal. Check your email about the DC we just finalized. Actually, the details about this DC Mastermind So I'm sure that that email will be going out pretty soon. So make sure you check your emails for District of Columbia. That's going to be one that you don't want to. That you do not want to miss. But yeah. Let's talk about Netflix. It's been the talk of the town pretty much all year, last year. So what is the deal with Netflix?
- [29:14]
Ian
This past week I got a lot of questions about Netflix and if they'll be okay. And there have been other companies that had a 10 to 1 split and they didn't do as well after. I think the big thing that's holding up Netflix from having having more upside in the market right now is a Warner Brothers deal. But I want to be clear, when it comes to traditional media, is there any old legacy media that you would invest in if you. Let's say you had 100 grand, that you would put 75 grand into any old legacy media? I think not. I think Netflix is underpriced. Not only have they done a great job of exclusive content, I like to move into podcasting to keep weekly listenership there. The live events, they're doing an amazing job all around. I think sometimes we can appreciate under appreciate when the stock is doing incredibly well. I did predict that they were going to slide for a little bit after the 10 to 1 split. But let's be very clear, Netflix is the gold standard when it comes to media. Go ahead.
- [30:19]
Rashad
My bad, my bad.
- [30:20]
Ian
No, no, go ahead.
- [30:20]
Troy
No, no, go ahead.
- [30:21]
Rashad
You mentioned the Ian Sportsman episode and then that episode you talked about the podcast and the broader conversation. He said that there was a war between Netflix and, and, and YouTube. So talking about just reference Google as a stock that you will hold. And Google obviously owns YouTube. So is Google slash YouTube Netflix biggest threat right now as far as attention? And if they do lose that battle, is that something that they could potentially harm them forever?
- [31:01]
Ian
It won't cripple them. But this is really a battle between new media and old media. The question is, can legacy or linear media catch up to Netflix and YouTube?
- [31:14]
Rashad
No, because what if, what if YouTube, okay, they're playing in two different fields, but now Netflix is trying to cross over into YouTube's field by taking podcasts. What if YouTube tries to cross over into Netflix field and really starts posting movies? Because now they won't be able to compete. Why not?
- [31:32]
Troy
If you're putting movies on for free to an audience that is worldwide? Netflix is not even completely global yet. They're still trying to expand.
- [31:41]
Rashad
Well, in terms of the Global. The thing with 2B is that people say what they want about to be. To be is a good business model and it's profitable and it's free.
- [31:50]
Ian
Profitable. Yep.
- [31:51]
Rashad
So every movie is not $100 million production. But just like Netflix is, is throwing money at podcasts and similar to the Spotify, they don't know if it's going to work. Google, YouTube has enough money to at least try. Maybe it's a premium model that they have. Maybe they throw in. They already have a premium model. So maybe they, maybe they make movies exclusive on their, on their YouTube Premium.
- [32:15]
Troy
No, I'm saying Netflix would be in trouble if that was the case.
- [32:17]
Rashad
Oh, you said Netflix would be in trouble.
- [32:19]
Troy
Netflix would be in trouble.
- [32:20]
Ian
Yeah, yeah, yeah.
- [32:21]
Troy
I mean you're talking billions of users throughout the world. I mean, name the country that YouTube doesn't work in. I can name about 15 that Netflix hasn't even gotten to. Which is why I believe there's still room for growth with them because they, they are the new media. Right. When in terms of legacy medias, whether it's Paramount, obviously they're going to acquire Warner Brothers, it looks like that's going to happen. That they all have tried to take the model of what Netflix has done, including Disney. I see there's a topic up there. I'm going to shed some light on it where I changed my mind. But they, they haven't been able to master. I think Netflix has snucken into some of the YouTube model in a sense where, where else can we get revenue ad. And so that ad spend has helped Netflix. The new subscribers have kind of stalled out a little bit. But the Aspen has gotten better. They've gotten live sports. YouTube already had that. Right. But I, I think whether the next thing that Netflix will try to crash in on is gaming.
- [33:25]
Ian
And they've been trying for a while.
- [33:27]
Rashad
They going out to sports. They still got a lot of room to go.
- [33:29]
Troy
The live sports is definitely, I mean we can see that the path for the, that there's nobody that's going to top their boxing numbers. Right. The Jake Paul, those fights you, you can't compete with 170 million views, right. Nobody's ordering that from a pay per view standpoint. But gaming is interesting because there's money there and the people. It's untapped in a sense. Like even now on my Instagram, right. Like if I'm playing Madden, like Madden is now in my algorithm for, for Instagram. Right. And so like I will see people's videos of them playing the Game and then giving tips on the game. Yeah, that's just one game. But like, I know people are like, when is GT GTA 6 coming out? But like a game like that where it's open source and anybody can play. If Netflix can figure out how to.
- [34:13]
Ian
Get gamers on seven on Netflix of us two came out, I was like, why is it not there? Because it's a natural fit to lead to the platform of the show. So I agree. A thousand percent.
- [34:31]
Rashad
Streaming. Somebody's gonna end up buying one of these streaming platforms and merging, merging it with their platform. So it's like we talked about speed, Shout out to him, man, this dude, he's doing super bowl numbers every time that he does a stream. So. And that's a whole different audience. That's, that's a younger demographic that might not be even tuning into either Netflix or, or YouTube, depending on, you know, what that, what their habits are. So, you know, we're stopping Netflix from buying a streaming company. And now all of the streamers, all the top streamers, you gotta, you gotta pay the monthly subscription on Netflix instead, instead of paying, because you're already paying a subscription anyway.
- [35:10]
Troy
I'll tell you what stops them. The capital. If you look at what they have in reserves, right, they're operating cash flow. That's what stops them.
- [35:18]
Rashad
Because they run on thin margins.
- [35:19]
Ian
Exactly.
- [35:21]
Troy
It goes back to literally what we just said before, right? If you think about Google, right? I mean, number one search engine, right? But that's not the only thing.
- [35:30]
Ian
Yeah. Number one ad platform of all time.
- [35:33]
Troy
This is what I'm. You got YouTube and you got jam, you got AI, you got the data centers, you got telecommunication, there's so many. You got services, you got Gmail, all those things. It's a conglomerate of things where you're not relying on one sole thing. Even now, when we're talking about the fall of Netflix stock, part of it is because, hey, 72 billion is a lot of money. How are we getting 72 billion to get this Warner Brother purchase, Right? So when you spend that type of money, the stock pulls back because we have to figure out how we're going to get this right? Are we going into debt as a company to actually acquire this new acquisition, which will be profitable for us if we do it right, right. If we take movies out of movie theater, movies out of the movie theater in 14 days, right. It means more people are advertising to stay home and watching on it. That works. But we got to get to that 72 billion. So it's not just Easy to acquire these things and say, hey, we're adding new debt to the bottom line.
- [36:27]
Rashad
Well, then also, nobody really knows the numbers either. Like, I don't know if they made money on this Anthony Joshua fight because it's like true at some point in time. How much money can you pay out? I don't know. A bunch of people that ordered Netflix that did not have Netflix before to watch the fight. So you paying out $150 million just to the fighters. I mean, you got to start questioning if these things are lost leaders.
- [36:57]
Troy
Yeah.
- [36:58]
Ian
Which they could be.
- [36:59]
Troy
They could be. They could be. But one of the things that they try to do, I remember we talked about a few years ago was merchandising some of the assets. So like now Stranger Things goes away, but they can build assets long term for that, whether it's an emergency park or a game. Right. Where that can bring in more revenue for it. They have the leeway to do that. If you looked, I think last week they put out that new trailer for what is to come. Right. So you look at this. All the Tiana Taylor shout out to Tiana Taylor. I know she won a Golden Globe last night. Yeah, she, she's like the genie in this new Netflix ad. And they're trying to show you like, yo, we have a lot of things on schedule. Some of your favorites are coming back. Some new things that come. Here's where we're headed to again. Get that base. Right? Because now it's like, all right, we got the base. We lost one of our leaders. We lost two actually. If we talk about in 2025, squid games, for sure.
- [37:49]
Ian
Yes.
- [37:51]
Troy
And they lost Stranger things. Both shows are done. What's going to take those places? They're trying to push in a lot of content to say, all right, one of these things is going to be the next viral or sensational hit that we have.
- [38:02]
Rashad
Well, before we leave this Netflix conversation, okay, so Google, I'm assuming that's an A plus buy rating. If you had to give an A plus buy rating, Netflix, is it, Is it, is it a buy? What's the rating on that? Because it's closer to a 52 week load in this 52 week high. We always say don't buy companies at the high and to buy good companies when they dip. So that's going to be the overarching question, is that Netflix is a good company. Netflix is almost at this 52 week low. Is now a time that you should be buying Netflix? What's the buy rating?
- [38:35]
Ian
The buy rating, I would Give it a B because to illustrate or highlight both of your points is this is a battle of business models. It's hard for YouTube to go out of business when the model is pay for your content, upload it and we'll pay you based on performance. Opposed to Netflix has the old record business model where they pay you and then hope to recoup. I don't like that that model in comparison. But now what I wait. I'll probably wait for Netflix to get to 7773 before I will want to make an entry onto it. And like you said, when the margins are that thin, you have to be precise. And then normally an investor doesn't want to do a 10 to 1 split. Truth be told, they don't like retail investors owning a majority of shares. So you also have to figure out how long after 10 to 1 split does the stock normally hover at a lower price than it normally would or below its equal value rating. The 77 mark is where I like it. But for sure Google is a better buy. But the real battle is them new media being better than old media. There isn't any legacy media that I would want to touch or invest in long term.
- [39:47]
Troy
Yeah, I'm giving it a buy. We're going by neutral, overweight, heavyweight. I'm going by on this. Put this in your calendars. January 20th, Netflix will be reporting its fourth quarter earnings. This is, this is a big quarter for them. Usually first quarter, fourth quarter, big earnings for them because of the content that comes out in those quarters they usually start the year with. I know Emily in Paris. I got my Netflix calendar right. So these big shows come out and during these quarters, which brings more viewership. The 20th will be an indicator of where we should be buying. If we see it pull back any further, then we might start hitting some of our metrics. Is the stock down 30 to 40%? Is the option call? If we're doing options, is that down 40, 30 to 40%? Those things will be telling. I think it has a good earnings report here. Obviously the Warner Brothers thing has really crippled it, but I think they'll have a strong quarter. If you think about the things that happened in this quarter, the number of fights, the live events from the NFL standpoint and the NFL just. Well, I mean, did you see the numbers for Christmas?
- [40:47]
Ian
Yeah, it's insane, bro. They're innovating. You have to give it to them. They are putting forth effort to innovate on every realm to keep the watch time on the NF phase higher than other places.
- [41:00]
Troy
22 million viewers per game. The lowest being the, the Commanders Cowboys game, which both teams are out the playoffs anyway, that did like 19, but they averaged 22 million viewers. I think the NBA and the NBA had an all time high. They were averaging like, Yeah, I think 6 million viewers per game or average somewhere around there. Yeah, 22 million, three games, which is insane, especially for a streaming service. So that would be in the fourth quarter report as well. So I think it deal we should see an uptick, but definitely a buyer for Netflix.
- [41:30]
Rashad
Well, the last thing before we leave this Netflix conversation completely. So the Warner Brothers acquisition, is this whole thing just a debacle fallout? Like is this, is it something even that they should regret? Like what is the final word on Netflix versus the Warner Brother acquisition situation?
- [41:53]
Troy
Okay, I was gonna say I think it's a great acquisition if you can take a legacy brand and everything that comes with it. If you look inside of the things that Warner Brothers owns, you're talking about some real heavyweights in terms of legacy that you can now add into your catalog. And you have the licensing too. So yes, the amount that it costs is a bit much. It's a bit much. I think the Paramount situation didn't help. Right? Going back and forth and through that whole fiasco with Larry Ellison and David Ellison didn't help them overbidding. And for the shareholders, just to say, you know what, we saw your deal and we're still choosing Netflix. But I think it's great for their brand because now they get to have a. Now I don't even want to call it Monopoly, but they're heading toward that. Right? Outside of Disney, who has Disney and Fox Searchlight, Warner Brothers taking going over to Netflix, I mean, who you're not competing, there's not too many other streaming platforms that can even come in that realm. Peacock is a distant third. And after that, good luck.
- [43:01]
Ian
Great acquisition. The cost is too high. But in business, especially when the market is facing triage and the economy is collapsing, you have to use your capital to do everything you can to have no competition. The purpose of every business on earth is to be the only provider of that and have the consumers love you so much that you won't get Monopoly charges. So they have to make a bid for this. My thing is, if you're paying this much for it, how do you get a 5x return or 15x return on it with the cost being so high? Because people aren't going to want to pay $70 per month. I even saw some reports that maybe the pricing for the premium package will be 55amonth. I'm like, it's too soon for that. So great acquisition. The cost of it scares me a little bit. But in business it has to be done. It's like when WWF would buy up all the small territories. Well, you had to in order to increase your market share, just if for no other reason to prevent a newer company coming in and taking share. So. But I do think they should go to a pay for performance model for gaming developers and Shadi, like you said, for streamers to get some of those costs off of your books.
- [44:18]
Troy
Yeah. The Warner Brothers discovery portfolio includes hbo, Max, cnn, Food Network, own, Magnolia, tnt, tbs. And so there you go with your sports. Right. Like, yeah, still got the college football from there and, and a lot of the NCAA basketball in that as well. Yeah.
- [44:35]
Ian
I mean, how did they not get inside the NBA? It was some layups that were right there.
- [44:39]
Troy
Like I think they, they already were. Were spun off and for the ESPN deal. Yeah, yeah.
- [44:48]
Rashad
All right, so let's talk about which. Which will be the best performing companies in the Dell.
- [44:53]
Ian
The three that I love. Two I've talked about before. One I haven't mentioned as much because it's been a gym in stock club. So Visa. I always go back to the time that we met that CEO and how poised he was. One of my favorite encounters with a CEO to tell you how well the company's going to do. And I don't care as much about the 10% protection fee that Trump is going to put on credit card companies. So Visa is one, Walmart is two. And it's not being talked about as a tech company, but in terms of, and comparing them to Amazon, they're running as tight of a ship with a little bit better margins than Amazon. I love them. And third is Amgen and that healthcare space. We'll talk about Lilly later. But the other quiet killer in that healthcare space, and this has been a stock club pick for six years. Amgen has just been on a tear. Another great company with leadership is quiet. They just focus on making the company and product better. They deliver a great return. So while Lily for sure is my hand down favorite Amgen probably. And that healthcare space will be second in terms of a company that I love the most. So Visa, Walmart and Amgen.
- [46:08]
Troy
Interesting. I had Visa, but I will switch it.
- [46:12]
Ian
No, that's fine.
- [46:13]
Troy
No, no. You know why, you know, I like to switch. It is just it gives people more companies to look into and so we don't have to repeat it. So I mean it's 30 companies and I'm gonna, Are we talking Microsoft and Apple does that.
- [46:28]
Ian
Those are just. Yeah, you know. Yeah. Okay.
- [46:31]
Troy
Okay. So all right.
- [46:32]
Ian
So Yeah.
- [46:35]
Troy
I think J.P. i talked about financials being, I'm gonna put like.
- [46:41]
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- [47:10]
Troy
I think financials will still have a story. So I got JP and Goldman Sachs.
- [47:15]
Ian
Okay.
- [47:16]
Troy
If you, I mean if you look at Goldman Sachs. Sorry, absolute here. Visa was my other one. But I'll add this in. I think Caterpillar, I think Caterpillar. We talked about this again a couple months ago. A lot of people got into those calls, but the story still remains the same. I, I even with some of those nuclear deals that we'll talk about later, they were announced. The amount of time that it takes to get those, those up and running is it, I mean we're years away and even, you know, we talked about Micron and what they're building in New York. There's reports that, that won't even be ready till 2032 or something like that.
- [47:51]
Ian
Okay.
- [47:51]
Troy
So their infrastructure takes time to build. What can we do now to expedite the process and make sure that we can remain in profitability? These turbines will continue to, to scale and they will continue to be in use. At this point it's just about can they match the demand. And I think from everything that we've seen of the first two quarters and well, the last two quarters of last year, Caterpillar is up for it. So they'll be. That would be my third.
- [48:21]
Ian
Yeah. Even without the AI revolution, Caterpillar is a, a tier pick like a, like Anthony Edwards, like may not have, may not get all the, the shine that some of the other superstar players get, but Caterpillar is a hell of a stock and has been for decades. This AI revolution just helps that even more. It kind of reminds me of Microsoft and like 2018, 2019, when people didn't think it was going to have this tremendous run.
- [48:50]
Troy
This is a common theme. There's common themes. When I think this is interesting, people should watch when great CEOs are looking at the landscape and are willing to add or change, alter their business models. That's a telltale sign, right? Caterpillar, we know for industrials and, and we from bulldo all those things and it's like, how can we play a role in that? Oh, here's how we play a role. We've said that with Celestica. Right. How can we change what we do to now make it more advantageous to people to use us? The companies that are doing that are winning. They're winning and they're seeing extreme growth in their stocks.
- [49:27]
Rashad
Yes, sir.
- [49:27]
Troy
Did I sound like Charlie Sheen just then winning?
- [49:33]
Ian
Charlie Sheen, A wild boy. But Money Talks is amazing. That's one of my favorite movies.
- [49:39]
Rashad
Hit the like button.
- [49:40]
Ian
Yes, and share.
- [49:41]
Rashad
Do remember Blackout. We are back Wednesday at a new time. 9:00 clock Eastern Standard Time for blackout. Blackout is now at 9:00 clock Eastern Standard Time live.
- [49:51]
Troy
Yeah, Google Notes.
- [49:53]
Rashad
I got a lot of jewelers mad.
- [49:56]
Ian
Upset and stay mad. Quit passing off VVS1 for Z grade.
- [50:03]
Troy
Where's my money?
- [50:05]
Rashad
Come on.
- [50:06]
Ian
And notice this though, because a bunch of them hit me, right? Notice the quality. Jewelers had nothing to say. The ones that do great work. Hit dog taller.
- [50:17]
Rashad
That's a fact. 100%. 100%. Yeah, you're right.
- [50:24]
Ian
Yeah.
- [50:25]
Rashad
With that being said, who will be the software winners in the AI era?
- [50:33]
Ian
Eventually we're going to go through the list of the ones that won't recover as a result, and it's a lot of them, but I think there are a few. But two I want to highlight companies that I haven't talked about a lot. One is SAP, which is enterprise software, and the other was Intuit. Of course, you have Palantir, you have Amazon that are AR adjacent. But the thing I was telling stock club last night, find the companies that are going to thrive that are AI indestructible, meaning regardless of what AI does and how prolific it becomes them. You can even throw ADP in there. There are certain companies that won't be negatively affected, but companies like Duolingo or Adobe or some others may. Salesforce, may be. This AR trade isn't going away. I think we probably have another, what, maybe 12 years, nine years of this trade. But you need to find some companies that will not be negatively affected by AI, regardless of how advanced that getting. I think SAP and Intuit are two good versions of that.
- [51:38]
Troy
All right, I'm gonna go different. I'm gonna go different. And this is, this is why. This makes this show, so unique is that you're going to get a vast array of opinions and information. I think one is. Is the obvious. I think Microsoft for sure.
- [51:49]
Ian
Of course. Because I didn't want to mention, obviously.
- [51:53]
Troy
Yeah, yeah. I just think people, when you understand what Microsoft does, it actually does the opposite. It's like, all right, that's software. How do we take AI and incorporate it to eat everybody else? So like, if you think of them, think of them as the person that's going to eat up software companies by incorporating AI. And they've done that already with Copilot, what Azure is doing. We know that already. I think an interesting One is ServiceNow.
- [52:18]
Ian
It's underrated.
- [52:20]
Troy
An underrated one. It's a sleeper. But it's another one of these companies that deals with managing workflows and connecting systems to people. Right. So when you. You think about. We'll talk about software companies that we don't think are going to survive. ServiceNow has been super innovative. I've been watching their CEO for the past three years. Interesting, dude. And then I started to understand what the company does that would be my sleeper inside of this space. So I got Microsoft and I'm going to take ServiceNow as winners in the software AI era.
- [52:56]
Ian
Who do you think would be the first company that comes out with a full agentic AI stack, like enterprise level or consumer level, where you can just say, hey, answer all my emails for me because there are some smaller companies that'll do it. But who do you think will be the first player out of Google, Microsoft, Apple, Tesla to have full scale?
- [53:17]
Troy
I think it's Google.
- [53:18]
Ian
Yeah. And if they get their piece, Apple's going to slide to seventh in valuation overall.
- [53:27]
Troy
It's built in. The win is built in. When you're talking about, we like convenience. Right. So if there is a company that has your email already, that has your work schedule already, that has your life schedule, calendar.
- [53:42]
Ian
Yep.
- [53:43]
Rashad
Well, I mean, you can make the same argument for Apple.
- [53:45]
Troy
Do they. But do you have an email with Apple?
- [53:47]
Rashad
Icloud.
- [53:48]
Ian
But they haven't put as much money. And that's my point why I'm so frustrated. The infrastructure and entire ecosystem, what you needed that last one infinity stone and you didn't build it.
- [54:00]
Rashad
But then also people like Elon Musk said email is not even going to be around in 10 years. Email is going to be a thing of the past. So. But I think Apple, I mean, if you really think about as far as vertical integration, they have your text messages, they have your music, they have your calendar. Everybody might not use icloud, but I do. So in that case, they have your email and it's the device that most Americans are using, an iPhone. So, I mean, they're perfectly set up for that. More. I think they're more set up for that than Google. I don't.
- [54:34]
Ian
The thing is, Google's going to execute it faster, though.
- [54:38]
Troy
Yeah. I think the. What. What Google has done and it. It's interesting because we could say that they've been a leader in AI for a long time. They shouldn't have the product to do it. When you talk about DeepMind and the. All the architects that came from there, the icloud situation is true, but it's more of a storage. I think if you have an iPhone, you have. If you have an iPhone, you have icloud cloud. Right. Whether it's from. It saves your text messages or it does save your music. But that part of. There is no Apple Calendar. Right. Like, all the things you use on your phone, for the most part are going to be from Google down.
- [55:12]
Rashad
No, there is an Apple Calendar.
- [55:13]
Troy
I'm just saying most. But most people use.
- [55:14]
Rashad
I use Apple Calendar.
- [55:16]
Troy
You have a Gmail account as well, right?
- [55:18]
Rashad
I don't use that. I use the Apple Calendar.
- [55:19]
Troy
You have a Gmail account.
- [55:20]
Rashad
I do, but I don't use it though. My calendar. I use my calendar religiously. Shout out to ab, put stuff on my calendar.
- [55:27]
Troy
He does that through Gmail.
- [55:29]
Rashad
It's on Apple.
- [55:30]
Troy
It's on your iPhone. But he's doing it through Gmail. I'm on.
- [55:32]
Rashad
I'm on those counts. Yeah, but it's the Apple Calendar.
- [55:34]
Troy
It's a Gmail, bro.
- [55:35]
Rashad
It's the Apple Calendar.
- [55:36]
Troy
No, I'm just saying.
- [55:37]
Rashad
That's what I'm saying. This is the Apple Calendar. There's a Gmail Calendar.
- [55:40]
Troy
No, no, no. What's getting sent to you is through Gmail.
- [55:44]
Rashad
It could be sending it through Gmail, but it's on my Apple Calendar. That's what I'm saying. So it's integrated with Apple now. There's a Gmail calendar.
- [55:50]
Troy
Oh, right, right, right, right.
- [55:51]
Rashad
Yes, yes, there's a Gmail Calendar.
- [55:53]
Troy
Yes, Gmail Calendar app. Yes, I'm saying I'm using.
- [55:55]
Rashad
I'm using the Apple Calendar.
- [55:58]
Troy
But the information that's coming to your calendar is from. Is from Google.
- [56:01]
Rashad
Yeah, but it's still integrated with.
- [56:03]
Troy
That's what I'm saying.
- [56:04]
Ian
Right?
- [56:04]
Troy
Like you're not putting it in an Apple device and saying, here's Apple. You're using they're still using Google. Even Apple itself, if you look at the search engine, that data that's going, that's. That's still.
- [56:15]
Rashad
Well, people are using their Gmail accounts from their iPhone.
- [56:18]
Troy
But they work together.
- [56:19]
Rashad
Exactly.
- [56:20]
Troy
Yeah, that's what I'm saying.
- [56:21]
Ian
Because Google is a partner that they need to make that software work more efficiently.
- [56:25]
Troy
Right, right.
- [56:27]
Rashad
Yeah, they work. They work together on it. No, true, but what I'm. All I'm saying is that Apple is fully integrated. To me, Apple is the most integrated thing in my life because I listen to my music on Apple music. I check my email on. On Icloud. I have my calendar on the Apple calendar. I get my text messages on the iPhone. Everything that I do my whole, my whole life is run through Apple, not through Google.
- [56:54]
Troy
That's not true. You're on YouTube right now.
- [56:57]
Rashad
I'm talking about my personal. Like if I have a personal assistant and they looking and they checking things, like all of that stuff is on. Is on iPhone.
- [57:03]
Troy
Yeah, but so if you look at the users, right. If you look at.
- [57:06]
Rashad
And by the way, I'm watching. I watch YouTube on my iPhone, but.
- [57:10]
Troy
It'S still the platform.
- [57:11]
Rashad
I understand that, but I'm just saying it's the outlet.
- [57:13]
Ian
I have a question. Out of the big ten companies, besides Tim Cook, has anybody else dropped the ball on AI except him?
- [57:23]
Troy
I can't say that he's. He hasn't kicked the ball yet.
- [57:27]
Ian
Tim Cook, I can't wait for you to retire. I'll say you at the start line and everyone else has ran laps and now they're going to the javelin throw.
- [57:43]
Rashad
What do you think that they should do? Because they put the AirPods out that can translate different languages. They had. They were original with Siri. They had Siri before anybody was talking about it.
- [57:56]
Troy
Was Alexa first or was Siri first?
- [57:57]
Rashad
I think Siri.
- [57:58]
Ian
Siri was first, I think.
- [58:00]
Troy
Okay, okay.
- [58:00]
Rashad
They started Siri, they had. So they have artificial intelligence integrated throughout their whole entire ecosystem.
- [58:07]
Ian
What just hasn't gone.
- [58:09]
Rashad
What do you want them to do? What you. What would you want them to do?
- [58:13]
Ian
The history of Apple and his greatness has always been acquisition. They could have acquired. The deal that Microsoft got was presented to Apple first. Didn't do it.
- [58:26]
Troy
Opening up.
- [58:28]
Ian
Yeah, they had the chance to get it first, didn't do it. Then you get into this proxy war with Zuckerberg and Elon. You took your eye off the ball. What I would like is a new executive who is going to acquire AI talent. And even though Meta has not turned the course yet on the stock. They're making investments there for AI and I don't the way that Meta stock is getting treated is how Apple should be. And Tim Cook's tenure, he you had an immense opportunity with the ecosystem, the platform. You get the 30% tax for anybody who uploads anything into your app store. And you got comfortable being a services company and now Google came from out of the ashes and they're Goliath that you're facing with no rock and no slingshot. So while they have the pieces there, it's like the. When the warriors won the 73 games and couldn't bring home the chip.
- [59:22]
Troy
I think innovation is the word. Right. Like we for. I mean we've been doing this for six years on market Mondays there was the autonomous vehicle that we thought that they were going to do.
- [59:32]
Ian
They backed out of that, didn't do it.
- [59:33]
Troy
We thought the wearable would be the thing and the Vision Pro didn't turn out to be that. But even a smaller scale idea, it looks like Meta got ahead of that with the, with their wearables. And I see a lot of people wearing the Meta glasses. So those, those are two areas. We haven't seen innovation inside the iPhone in probably seven or eight years. I know that they're coming out with the foldable one. Did you see the foldable iPhone?
- [60:00]
Ian
Yeah. Shout out to everybody who had an Android who been had that. Shout out to Jerrel. But Even at the AirPods I like that iteration even though I don't have them. But that was an acquisition from Beats. Apple has acquired their way into greatness and then they stopped acquiring and got comfortable and everyone else is catching up. They're falling on the market cap list. Like I said, they what, a year and a half ago?
- [60:23]
Troy
Well, they number. They number three. I mean they just got passed. The interesting part is this and this is the part like we can say all these things but people are still buying the products. I mean it hit.
- [60:35]
Ian
It was a force upgrade.
- [60:37]
Troy
It was a $4 trillion company.
- [60:40]
Rashad
I think it gets taken for granted because it's a necessity. We're running this show right now and it wouldn't be possible without Apple on the desk right now. There's two iPhones. We're buying the products on the desk right now.
- [60:51]
Ian
I agree that has nothing to do with the under investment in AI though.
- [60:54]
Rashad
There's two iPhones, there's an iPad and there's a MacBook.
- [60:59]
Troy
We're still buying a product. That's what I'm saying we're still buying a product. So the valuation of the company continues to rise. Right? Like I bought the 17, I bought the new earbuds. People are doing that. This was. When we talk about innovation. No, I'm just saying, I'm just saying in terms of. Think about what Google's had to do and had to announce and had to acquire to get to this valuation, right? Think about how Meta has announced these things and acquired and it's still sitting at the value, right? They're sitting at the 1.4 billion. Apple hasn't done all those things that we're seeing and people still buy the product and the valuation continues to rise. It hit an all time high last year.
- [61:35]
Ian
You know what this reminds me of? It reminds me of the same sentiment at a larger scale that intel and BlackBerry had in 2008 and 2009. If you've been around long enough, you say, okay, Sergey came out of. Elon's in office. Whether you like him or not and like his disposition in this thought process. Trump's in Mar a Lago or the office. Tim Cook, out of the best of breed CEOs has undelivered the most in terms of AI. That's my point. When they had a chance to lead this race and they lost it.
- [62:14]
Troy
I think both things are true. I think both things are true. Yes, he is under, he's under delivered. Has the stock been rewarded for what it's done in the past year?
- [62:25]
Ian
Yeah, that's not the. He's even said last week, oh, I'm fucking tired of being in office and I'm ready to get the, out the seat.
- [62:32]
Troy
But has this. Can we argue that the stock has performed. It's performed.
- [62:36]
Rashad
Right?
- [62:36]
Ian
I agree. Yeah, that's my pick. That's my baby. But I also can say that they've underperformed in terms of leadership.
- [62:42]
Troy
Both things are true. Yeah, I'm with you. I'm with you.
- [62:45]
Rashad
Yeah, well, we'll see. We'll see. We'll see if they, if they go in a new direction. It's like sports, you know, sometimes you got to change the coach if the team is not, you know, performing, even if the team is winning. The Knicks, they went to the conference finals last year and they still fired the coach.
- [63:01]
Troy
That's a fact.
- [63:02]
Rashad
So sometimes you, you fire a coach just because you need a new culture. So maybe a new CEO comes in with a new culture, new game plan and shake things up and it's a little bit more innovative.
- [63:13]
Troy
We'll see.
- [63:14]
Rashad
We'll see.
- [63:15]
Ian
Are you happy with it?
- [63:16]
Troy
Are you happy with the job? Are you happy with the job that Andy Jassy has done at Amazon?
- [63:20]
Ian
Absolutely.
- [63:22]
Troy
Okay.
- [63:23]
Ian
Yeah, I am. And really quick. As of early January 2026, internal succession planning has accelerated. An official announcement should come at the end of the first quarter. From what I've been told personally from somebody who works at HQ, he will be out January of 2027.
- [63:41]
Rashad
All right, so we'll monitor the situation.
- [63:44]
Ian
Yes, it's still in stock club. Yes, it's still two tech. That's Apple and Microsoft. I'm just saying, like when, when the passion isn't there, you got a succession plan early because you can tell he's tired of being there.
- [64:02]
Rashad
What's the belief you've changed your mind on?
- [64:08]
Ian
That we shouldn't look more at stocks that are sub 25 bucks because given this interest rate, and this is only for the Trump administration, they're going to give you a scenario with interest rates. And because now it's crazy. Like even if you take saying Disc and Micron, right, the big companies have found a way to get meme like gains out of the market. So the meme stocks don't even matter. So with that being said, I used to have a, a notion that I wouldn't look at a stock below a certain price threshold. That still applies if it's under 10 bucks. But some sub 25 stocks we should look at because they can probably give us a 4 or 500% return. I will look at them as a swing trade, not a 5 to 10 year hold. But the notion of sub 25 stocks being of no value is something that I've changed my mind on for when Trump is in office.
- [65:08]
Troy
All right, I'm gonna go be. I'm gonna be very specific with this one.
- [65:11]
Rashad
Okay.
- [65:12]
Troy
Yeah, so this is a belief that I changed my mind on. If you've been a market Mondays, day one, put some fires in the chat, please.
- [65:20]
Ian
No, you're not going to do this. No, you're not.
- [65:23]
Troy
Yeah, I'm coming. Yeah, yeah. Stepping to the front of the conversation. Listen, for years, don't do this. I mean, we gotta do it for years. When we talked about this streaming situation, maybe a few years, not that many. But I, I said there was a company that could potentially challenge the number one spot of Netflix, and that company was Disney. I no longer believe that. Disney, yeah, no Disney and not all of Disney. Right. The parks have rebounded, licensing has rebounded.
- [66:04]
Ian
Your license on fire.
- [66:06]
Troy
The streaming has not worked out the way that we thought it Would.
- [66:12]
Ian
The.
- [66:12]
Troy
ESPN fiasco didn't work out the way that we thought it would. I looked at a chart, I was watching this clip on Instagram and they put out the 30 year history of the S&P and the 30 year history of Disney. And there was no metric. 30 year, 20 year old, 15, 10 year, that Disney has outperformed the S.
- [66:34]
Ian
And P. That's insane, bro.
- [66:39]
Troy
So it breaks the question, should Disney have gone into streaming or should it have just stuck with licensing their IP out to streamers and just taking that revenue and perhaps expanded in other areas? It, it's a good question. I understand why they, they went into it because of the content that they had and seeing that's where it was headed. But I, I don't think that it will be the number two it is now in terms of subscribership, but that hasn't grown over the past couple of quarters. So I've changed my mind on thinking that it could potentially be number one. I no longer think that. I think it'll, it'll settle in here and they'll, they'll try to figure out who the next CEO is going to be. I took it out the portfolio maybe two years ago, but the idea of it becoming number one in this near future, I don't see it. So I've changed my mind on that.
- [67:36]
Ian
Rest in peace, Bob Iger. Not literally, but not.
- [67:39]
Rashad
Not literally.
- [67:40]
Ian
Yeah. Rashad, what about you?
- [67:45]
Rashad
I think it's a situation of not necessarily like changed my mind. But you know, a lot of times, especially when you, when you first teach people about stocks, a common thing is to say invest in companies that you know and use. Let's even, it's even Warren Buffett's strategy and obviously, you know, he's a legend, but it's not always necessarily the best way to go about it because one of the common things is Nike and that hasn't worked out. So I think instead of saying, I think you could still keep it simple for people, but instead of saying invest in the companies that you use every day, I think invest in the companies that you think the world needs. So that's different because I could wear Nikes every single day, but the world doesn't need Nike. If Nike disappeared today, that means more people just gonna buy Adidas or Reebok. It's not like they haven't, they're not providing a service that could potentially collapse the financial system or could potentially collapse the agricultural system, or could potentially collapse the political system, or could potentially, could potentially collapse the environmental system. They're not. They're not. Right. And that's why I love QQQ Invest with Invesco. Because all of those tech companies is not just investing in tech for the sake of it. Like, the vast majority of those companies are providing services that if they went away today, the world would. The world would be in a different place. Like, we talked about Apple a lot. But if we take every Apple product away from today, it's going to have a major impact on the world. Of course, chips. When you talk about Nvidia and TSM and, you know, Eli Lilly, when you talk about the healthcare industry, and that's the biggest, you know, industry in the world as far as America, we spend more money on. On healthcare than any other industry. So I think looking at it from that standpoint, it's easier to kind of relay to talk to anybody, but especially people that have never invested before. It may not be as simple as just telling somebody, you know, if you brush your teeth with Colgate, look, you know, buy Coke. Like, it's not as simple as that, but it's still relatively easy to understand. But I think that that's, that's a little misleading when you say invest in companies that you. That you know and you love. Because you could love a bad company for sure.
- [70:19]
Ian
Yep. Just like you can be in love with a bad person and not let it go. You gotta let this go. Yeah, yeah. Target. Another example.
- [70:27]
Troy
Tim Cook bought a million shares.
- [70:28]
Rashad
Yeah, exactly. You go to Target every day.
- [70:30]
Ian
Yeah. Even though y' all shouldn't be, but some of y' all be in Target. Still.
- [70:35]
Rashad
Don't let your. More Brian Palantir.
- [70:40]
Troy
We're not even gonna bring up the peloton.
- [70:41]
Rashad
Peloton.
- [70:41]
Troy
We were just gonna let that go. And we're gonna continue to use the device.
- [70:45]
Rashad
You peloton.
- [70:47]
Troy
Yo. Tim Cook bought a million shares a night, man.
- [70:50]
Ian
He on the board.
- [70:52]
Troy
I know. Yeah, yeah, I'm with you on that. I think that the idea of doing the things you like, investing things you like, is the idea of somebody who has never heard of stocks. What are the things and inducing them to companies. But the necessity is. Is the most important thing.
- [71:11]
Ian
Yes. And if you'd ever want to have to guess what stocks to buy, which ones are good or bad, go to Ian invest.com and join Red Panda Stock Club. I give you three prices for every stock. Quick entry price, swing trade, and a loathable price. If I made you money, please put yes in chat. But if you never have to worry about which companies to buy and want to Be financially free. Come join Red Panda Stock Club Ian.
- [71:35]
Rashad
Invest.Com Red Panda Rebellion let's talk about beating down stocks that could potentially have a comeback.
- [71:48]
Ian
Okay.
- [71:52]
Troy
Should we read up the list and say what's.
- [71:53]
Ian
Yeah, so let's do that. Yes, let's do that.
- [71:55]
Troy
All right, I'll. We'll do them in fours. All right, so we Got Salesforce down 23. Adobe down 25. Target down 27. PayPal down 33. Out of those four, which one you think can come back?
- [72:11]
Ian
Oh, my God. I really don't like any of these, to be honest. If I had to pick one out of these four, like, this is like when you get to the draft and there's nothing but garbage left.
- [72:25]
Troy
I would.
- [72:26]
Ian
To be clear, I don't want to draft any of these, but if I have to make a pick, I probably will lean more on Salesforce solely because of Mark Benioff. I think PayPal is in trouble. Target I don't see for the formidable future how they're going to come back. And then Adobe with a subscription pricing model with a proliferation of AI is not needed as much. So if I have to pick out of this group, I would do Salesforce.
- [73:01]
Troy
I. I also would go with Salesforce here. I think it. It's. We talked about 2026 being the year of showing proof we're here for Salesforce down the clock.
- [73:12]
Ian
Yep.
- [73:13]
Troy
Yeah, this is. This is that you're. You're on the clock. AI integration. In terms of CRMs, I feel like that's the first place that's getting disrupted. And if you look at old reports, that is the industry. Right. So how do they incorporate it? Number one, to make it more friendly for their bottom line. Do you have to scale down on the amount of employees and implement a new system? Because it's been a rough couple years. I know that Slack acquisition. I felt like that they're on the right space. A lot of people are using Slack and now it's like it still hasn't turned the corner. So out of those, I feel like show improved year for Salesforce. I will go with them. All right, here's our. We got five. So we'll go with five on the next one. UnitedHealth down 33%. Chipotle down 37. Novo Nordisk down 40. Lululemon and Duolingo. That's a rough list.
- [74:10]
Ian
That's a rough list, bro. Can I opt to sell my pick for cash? Consider this is okay. Unh. Out of this group probably has the highest probability of turning around with a New CEO. But the business practices there are so horrible, I couldn't invest in it. There's endless stories of them not clearing services needed for people who were going to die in time. Like a company like that. I could invest in Duolingo. No Lululemon. Aloe is eating your lunch. Novo Chipotle. It's going to be a rough ride up, but if you were willing to hold it for four years, you'll probably see some value out of this. But sometimes you just have to say, this is a bad batch. Whole roster trash.
- [75:03]
Troy
Throw it away. This is a bad batch. Retail, it's tough. The GLP space is tough. We talked about that AI in terms of Duolingo. I think the, the, the thing I look at when I hear those. Those companies is like, who has the competitive advantage in that space? Like what. What is the thing that separates you house a Chipotle. We talked about even fast casual, how that's looked in 2025. I don't know if that changes in 2026.
- [75:31]
Ian
It may even get worse.
- [75:33]
Troy
Right, exactly. Because at that point, do you start to cut prices? Right. If the costs for their necessities inside of fast cash will start to increase, can you afford to cut prices? I don't know. What are the margins there? So, yeah, I would. Yeah, I'm with you. I probably would have to go with United Health on that one.
- [75:54]
Ian
And that's like picking a demon as a spiritual advisor over having a warlord like this is one of the worst collection of potential stocks to invest in. Yeah, it's heartbreaking. Yeah. Probably United Health, but they have to have a new CEO then they've had.
- [76:16]
Troy
A rough 2024, 2025 maybe. If they can get their affairs in order, we'll see.
- [76:25]
Rashad
Okay, let's talk about data centers. Meta. Meta Nuclear data center. What's the deal with that?
- [76:35]
Troy
Yeah, we said this man Energy is going to be the story. It continues to be the story. And early in 2026, here you go to one of the first deals. We talked about data centers and terms of the amount of energy that it needs to. To have these things online, the amount of capacity in terms of land space that you need. We talked about, you know, meta in depth of what they're doing in New Orleans in terms of their data center. And so here it goes. How are we going to power it? Well, Oklahoma, you know, one of the leaders in terms of readiness to have nuclear as. As a leader in terms of their revenue, they signed a deal with them. But I think inside of it, most people Might have missed a company that we talked about, vst. Right. So if you look at the partnership, it was Oklahoma and it was Vistra. And if you've looked at Vistra's chart over the past week or so, you can see that uptick. And it's a company, we've been saying for probably 16 months now, and it was just a matter of time. Again, energy, none of this works without it.
- [77:32]
Ian
Right.
- [77:32]
Troy
And we, we, we can talk about chips and we can talk about connectivity and we can talk about transistors and all, all the things. If we don't have power, liquid cool, it's done. And not even just we need. I mean, you're talking about the amount of power that it would take to give electricity to cities. Yeah, right, like that, that amount of power. And what's the most efficient way to do it? Nuclear is one of those ways. So this deal is an exciting one. We've already seen a lot of these hyperscalers do this.
- [78:07]
Ian
Right.
- [78:08]
Troy
We talked about Constellation Energy, their partnership with Microsoft. Here goes the first one. Now you have Meta in Oakland and Vstra as well. Who will be the next player inside that again? That, that guy, Jeff Bezos. Let's, let's see where that chip falls in terms of them. Let's see what Google does. All these companies, Elon, what he's doing with his data centers, who are going to be those power companies that they're going to partner with. Because this is just going to be a domino effect of company after company connecting with a hyperscaler to say we need to partner with you to provide you with the capacity.
- [78:40]
Ian
Yeah, Rashad, you had a thought. I can see your brain turning. No, no, you gotta love when the, the companies in your portfolio partner together to have growth. Another thing that I thought is that you remember the Build Back Better Bill, which is not the best name, but it's interesting that American enterprise companies are investing into infrastructure and making these projects come to light once again. I think Meta doesn't get enough credit for their investment into the future. I know the stock has been pummeled a little bit the last couple of months for investing into the future, but if you have Meta in your portfolio, 26, 27 and 28 will pay amazing dividends for you.
- [79:25]
Troy
Yeah, that's that, that, that deep research that you get lost in, right. When you start to see the companies in your portfolio so signing deals with each other.
- [79:33]
Ian
With each other. Oh my God.
- [79:35]
Troy
Yeah, you, you've been in, in, in the right direction. You've been looking down the Right. Rabbit holes. Because they all are connected. So yeah, this, this is, this is one of, of the many that'll come.
- [79:44]
Ian
Another prime example. Nvidia, go ahead. No, Nvidia and Eli Lilly did a billion dollar partnership for, yes, an AI drug laboratory. Like when that popped on my screen, like finally. But you love to see the companies in your portfolio collaborating together to create a moat around themselves. This will help Lily develop drugs faster, get an edge while Novo is falling apart, making sure that a pharmaceutical company that is based in America keeps this exceptionalism job. Well done. So a good sign that like you said, you're in the right direction is when those companies start working together. Yeah.
- [80:21]
Troy
Gpus inside of the healthcare space. Think about what that does for CAT scans and all types of medical information, how that gets put into artificial intelligence to make things more efficient, more scalable. I saw that report, I'm like.
- [80:39]
Ian
Yeah, made me happy.
- [80:40]
Troy
Yeah, that's a good one.
- [80:41]
Rashad
What's some international stocks to watch?
- [80:45]
Ian
I mean, of course the one of the most obvious ones that we keep talking about and Troy, that you brought up, TSM is one on the retail and payment side. Mercado Libre even like I like PayPal a lot, but if I had to pick, PayPal isn't better than Micarta Libre. So they would be two, ASML would be three. And then going back to SAP on the business enterprise side, it's not a sexy company, but it gives very great returns. So tsm, Micarta Libre, ASML and SAP.
- [81:17]
Troy
Damn.
- [81:17]
Ian
Are before to look at.
- [81:22]
Troy
I gotta freestyle. I'm gonna freestyle it. I'm gonna freestyle it. Because obviously.
- [81:27]
Ian
Right is right though.
- [81:28]
Troy
Yeah, right is right. I'm with you. I'll start with, I'll start with ASML at number one because it is an international company and we understand what it means to the semiconductor space. TSM is number two. McCarthy Libre was my three. I'll give you a different four. How about that? I'll give a different number four. I, I think Alibaba is something, something to watch, I think.
- [81:51]
Ian
Is it because of if we have a downturn, you see China having an upturn.
- [81:57]
Troy
I, I, I think with the Nvidia chips come back online in February, which all reports say that they will. They have already announced a partnership with Alibaba. They did that in Beijing late last year. But Alibaba is hell bent on creating AI for China and they want to be ahead of it. We already talked about in terms of cloud providers worldwide, they are number four. It is Microsoft, it is Amazon, it's Google and it is Alibaba. And so that gives them another revenue base. In addition to that, there's, there's some remnants again that are happening out of that side of the world. And I feel like a year ago, you know, we got hit out of nowhere with this deep seat thing. And there's more, there's starting to be more reports about Deep Seek and them potentially coming up with something again. So Alibaba is, is definitely one to watch. I would add that at number four.
- [83:02]
Ian
It'S a great collection of international stocks.
- [83:06]
Rashad
Tesla's impact from SpaceX IPO.
- [83:11]
Ian
I thought this was a fascinating question essentially, will Tesla fall as a result of SpaceX being publicly traded? No. Once again, long ago Tesla stopped being a car company and they are tech and an autonomous company now. I think even though I may not agree with his political leanings, the way he structured his own ecosystem of Tesla, SpaceX, Starlink has been incredible. And since he's been away from the White House and back focused on the companies, he's done a great job. I think Tesla may not give the same return, it may not have the same volatility, but I think I can see a world where both of them are two GDP drivers. I've always said, invest in the companies that move to GDP of the United States of America and he will probably have two or three companies by 2032 that do exactly that. So you may not see the deep drops in the 40% gains, but will they still be a great tech company? Absolutely. And own both on both. And if Starlink IPOs, I will put Starlink above Tesla in terms of the return that it can probably give in the market.
- [84:36]
Troy
SpaceX IPO, does that turn Elon to a trillionaire?
- [84:41]
Ian
For sure.
- [84:42]
Troy
Trillionaire, right.
- [84:44]
Ian
Yeah. And depending on the time of which you launch it, which firm is the lead. But if he gets it done this year before that 27 route. Yeah, for sure.
- [84:57]
Troy
Yeah. I think it made me think of like, I mean, a trillion is just insane, but that, that type of capital for one person. It was like Larry Ellison and when, when Warner Brothers deal was like, kind of faltering, he's like, yeah, I'll put up 100 billion, I'll do it. 100 billion guarantee. Just because he, you know, he has access to it. And this is. Imagine this guy with, with the technology that he has, with the companies that he, he's founding, having that, I mean, good luck.
- [85:33]
Rashad
He also said that white. There needs to be white solidarity.
- [85:36]
Troy
Good luck.
- [85:37]
Ian
Rashad. I was just going. They're Doing everything they can to wipe away man to muta. Like, okay.
- [85:48]
Troy
He'S calling for unity, y'.
- [85:49]
Rashad
All. Okay.
- [85:52]
Ian
Definitely dog whistle.
- [85:54]
Troy
I mean, threw up the sign at the inauguration. Right?
- [85:56]
Rashad
100 Eli.
- [85:58]
Ian
That was him putting care about hearts out. Remember? That was.
- [86:01]
Troy
Yes, yes, yes.
- [86:03]
Ian
Giving love to the people. I was so excited.
- [86:04]
Troy
Yes, yes.
- [86:08]
Rashad
EYO University. Download the app if you're in it. You actually did something today or put something in there. So talk about that, because that's an educational piece. A lot of things happen EY University that people might not be aware of because they, you know, it's obviously something that's a closed community, but it's a very great educational resource. So talk about what you put in the. The board on EY University. Yeah.
- [86:30]
Troy
Shout out to the earnest today. I felt like, you know, we've been inside of Ewild University for so many years, and a lot of the people who've been there have watched my portfolio and they've seen some of the transactions. And so I thought today it would be kind of cool to see what their opinions would be. We. We bought some Nvidia contracts in 2023 that expire this Friday. So think about this. I had 22 Nvidia contracts, $80 strike price. So we took initial profit out already. We got 16 remaining. So I posed the question, right, you have an $80 call, 16 contracts. The initial price was, I think, 14.92 per contract. The current price is just about 11,000 per contract.
- [87:19]
Ian
Yeah.
- [87:19]
Troy
And so I posed a question, right? What. What would you do? Right. Based on all the classes we've done and based on people's experiences now, would you exercise or would you just take the entire profit and say, we'll buy Nvidia shares or invest that in other companies? So I got some pretty interesting feedback. Most people were saying, you know what the goal is? 10,000 shares.
- [87:40]
Ian
Yeah.
- [87:40]
Troy
And they've seen us accumulate about 3,000 of those. So they're like, yo, just. Why don't you just grab more shares? And some people, like, hey, take six contracts and sell them or. And then maybe 10. You exercise at a thousand.
- [87:53]
Ian
Yeah, yeah.
- [87:54]
Troy
So it was interesting to see their feedback and the thought process because it tells me that, number one, they're learning, Right?
- [88:01]
Ian
Yeah.
- [88:02]
Troy
Information. But they're also figuring out, wait, these are different strategies. Obviously, we talked about put those. Putting them inside of my accounts and, you know, not liquidating them, which would be a tax situation. So it's interesting, man, These. The feedback that I'm getting is very, really encouraging because it's like, ah, we've got it right. This is like the assessment, like, okay, let me. That's how they're thinking. Perfect. And we're in the right frame of mind because there might be a point where they're in a situation where there's a contract that has gone over 100. Somebody actually read me back my metrics as the company has the equity appreciated by a hundred dollars. Meaning if Nvidia's 80 call, did it get to 180 yet? Well, they were like, well, Troy, that's a check. Do you want to accumulate shares long term? Well, that's a check. Yeah. So they ran down my entire checklist and said, yo, this is a perfect case of everything that you said in your plan. What's the question? And I'm like, I just wanted to see what y' all would think. And I got a pretty firm idea what I'm gonna do. But it's just one of those things that was sharing inside of a community, learning together, doing things together, watching these things happen. I think it's pretty dope.
- [89:08]
Ian
So you exercising?
- [89:11]
Troy
I actually. What I should do. He was like, I need. I need more information. I think what I'm going to do is I'm going to exercise maybe 10 of the contracts. Somebody was like, sure, you don't need the money? You know, I'm like, how you know I don't need the money? Exercise 10 and no. Yeah, exercise 10 and sell six so we'll have some profit because you still have to have the capital to buy those shares. It's not like, oh, sure, automatically, this. I need the money to buy a thousand shares. The. The best thing about the option here is that I have the option, not the right to do it. So I could sell and just take all my profit, or I could say, hey, I want to buy shares at 80. The key is, do we think Nvidia will get back to $80?
- [89:56]
Ian
No. If so, then right when it was.
- [90:00]
Troy
Yeah, yeah, if they get back to 80, we're in trouble.
- [90:03]
Rashad
The.
- [90:04]
Troy
The simpler answer was in December when I had a 45 call. Right? Like, that was easy. Right now, it's not getting back to 45. In fact, if it does, it doesn't matter what's happening in the stock market. We're all in trouble. So now we're at 80, which is, you know, $40 more. But we've seen it at 98 last year, so there's that part. So we'll see. Deep seat happened in January of last year. We watch a video Full. So we'll see. That was my idea. Sell, sell six.
- [90:33]
Ian
And that's smart to split it.
- [90:35]
Troy
Yeah, yeah.
- [90:36]
Rashad
There you have it. So, yeah, that's just a sneak preview of what happens at EY University. Go to eyuniversity.com and sign up if you're interested in really getting that information, especially when it comes to trading on the options side. Okay. I think we had an eventful conversation today.
- [90:53]
Ian
Can I give it real quick and keep my word on the Google price?
- [90:56]
Rashad
Oh, Google price.
- [90:57]
Troy
Here we go. Yeah.
- [90:59]
Ian
A good entry for Google would be 297.89. A free entry on my behalf to stock club to be mad, but I got to give out something every week to the audience. 297.89 for Google. Both of our stock picks of or top stocks for the year. That would be a really good entry.
- [91:19]
Troy
That's the first time, man.
- [91:23]
Ian
Yeah, that's true.
- [91:24]
Troy
That's true.
- [91:25]
Ian
Yeah. Yeah, that's true. Bob Iger, when you see them in Boca Raton is nothing personal.
- [91:32]
Troy
It's not, man. I just. Yeah, man.
- [91:36]
Rashad
Respect, dude. But do remember, blackout. 9 o' clock or Wednesday? New time, same place, new time. 9 o' clock on Wednesday. We got a lot to talk about. It's a lot going on in the world, man. Ice, ice raids. I'm sure Trump will probably do something else, but between now and Wednesday, I.
- [91:53]
Ian
Know one of our favorite social media couples broke up.
- [91:58]
Rashad
Oh, yeah, Yeah. I wasn't even familiar with them, but I, I seen it. I heard about. I heard about it. Heard about it. And then six o' clock on Thursday. Earn your leisure. We got the good brother chocolate from Ghana. Yeah, designer. So he talked about his journey in the fashion industry. Ghana, all that, all that good stuff. So tune in at 6 o' clock on Earn your leisure. And do remember, get your tickets to Invest Fest. InvestInvestFest.com. if you in Red Panda, check Telegram. August 7th through August 9th this year, get your. Get your hotel rooms early, please. Get your vendor booths early. Get your tickets early.
- [92:36]
Ian
Stock call this Sunday, 9pm Central. Check Kajabi for prices. I love you guys so much. Stay focused on the four companies that will change your life forever. Do not gamble. I love y' all dearly.
- [92:50]
Troy
Y' all be good, man.
- [92:51]
Rashad
All right, y'. All. Peace.
- [92:54]
Ian
Damn.
- [92:55]
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