MM #310: STOCKS AT ALL-TIME HIGHS… 1,400% OPTIONS GAIN & EXACT PRICES TO BUY 🚨📉

Summary

Market Mondays Ep. 310: "Stocks at All-Time Highs… 1,400% Options Gain & Exact Prices to Buy"

EYL Network – May 5, 2026
Hosts: Troy Millings, Rashad Bilal, Ian Dunlap

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Overview

In this episode, the Market Mondays crew dives deep into adapting investing strategies for record-high stock markets, mastering the art of options trading (highlighting a recent 1,400% gain), and identifying exact prices to buy into key growth stocks. The conversation is rich with actionable insights surrounding AI infrastructure plays, the dangers of trading winning stocks too early, building generational wealth, and practical discipline in investment thinking. They also address live investment questions, critique the mindset of “fear of missing out”, and provide guidance for both new and seasoned investors looking to “win with us or watch us win.”

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Key Discussion Points & Insights

1. Personal Announcements & Market Context

• Emphasis on building community (shout-outs, anniversaries, birthdays, EYL’s recent Africa trip)
• Setting the tone: “We can close the wealth gap by working together.” (Rashad, 00:49)
• Discouragement of distractions: prioritize financial freedom and focus (13:30)

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2. Trading Tip of the Week: Mindset Management

• Trading with a clear mind:
  • “Never trade when you’re in a bad mood, you’re sleepy, or you’ve had an argument with your significant other.” (Rashad, 09:08)
  • Emotional state directly affects trading results; mitigate risks by trading only in the right headspace.
  • "If your relationship is causing you to lose money, you need to let it go." (Rashad, 10:17)

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3. Investment Fact of the Week: AI-Driven Earnings

• Projected 2026 revenue: Nvidia $192B, Samsung $155B, SK Hynix $111B, Microsoft $133B, Saudi Aramco $110B.
• “We haven't even hit the inflection point yet... Companies are actually making money now.” (Troy, 18:13–20:38)
• AI infrastructure is still in early growth, with huge upside on “obvious” winners.

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4. Biggest Investing Mistakes

• Trading stocks that should be held long term (like Nvidia, AMD, Sandisk):
  • "You traded them... Look how much money you miss on the back end." (Rashad, 21:23)
  • If you’d held certain stocks since 2020 or even 2010, gains would be astronomical.
• No exit strategy:
  • “What's your exit strategy? I don't know. Well, what should I do?” (Troy, 24:42)
• Hyper-frequent trading (“You’re going to trade your way into poverty.” — Rashad, 25:33)
• Listening to negative or uninformed advice:
  • "Your network will determine your net worth." (Ian, 30:15)

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5. Options Success Stories & Long-Term Wins

• Micron (MU) Options Call:

  • Ian reveals wins: one contract up 1,400%, a second up 355%, and a third up 67% (31:11).
  • “The last one was the most important… it speaks to a certain level of adversity.” (Ian, 32:29)
  • Holding through drawdowns and trusting fundamentals paid off.
  • “This is a message because the company is a good company. Memory is a core component to the AI infrastructure space.” (Ian, 35:27)

• Stacking & Layered Options:

  • “We have the leverage of having the shares up 320%... in EYL University, y’all seen this portfolio.” (Troy, 38:48)
  • Holding a foundation position plus options as a “stack” for outsized gains.

• Power of Long-Term Holding:

  • “If I hold long term, I can become free.” (Rashad, 42:08)
  • Faith in the company story (Micron, Sandisk, etc.) is crucial.

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6. Should You Sell Now? Timing All-Time Highs

• Conventional wisdom says “Sell in May and walk away,” but the crew disagrees:
  • “The only people who tell you to sell are those who want you to be broke.” (Rashad, 49:57)
  • Accumulation phase: “May, June, August will be tough, but it’s time to accumulate. Hold for the long term.” (Rashad, 51:00)
  • Market remains in a strong uptrend due to continued AI spending and consumer health.

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7. AI Infrastructure Investment Playbook

(65:14–74:13)

AI Five-Layer “Cake” Framework:

• Energy: GE Vernova (GEV), Caterpillar (CAT), Bloom Energy (BE)
• Cooling: Vertiv (VRT)
• Networking/Connectivity: Arista (ANET), Lumentum (LITE), Corning (GLW), Fabrinet (FN)
• Compute: AMD, Broadcom (AVGO), Nvidia (NVDA), TSMC (TSM)
• Memory: Micron (MU), Sandisk (SNDK), Western Digital (WDC), Seagate (STX), DRAM (ETF)
• Software/EDA: Oracle, Salesforce, Snowflake, Cadence (CDNS), Synopsys (SNPS)
• Assembly/Packaging: [To be covered in detail in the next class]

Quote:
"You don't need more than four. Pick four and have thousands or tens of thousands of shares." (Rashad, 71:06, 74:00)

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8. Sector Focus Simplified

• Only three sectors matter for long-term wealth: Tech, Energy, Healthcare.
• “If you just focus on tech, healthcare, and energy... you'll be a-okay.” (Rashad, 75:40)

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9. Crypto & Digital Assets

• Bitcoin at $80,000, but crypto investors must hold through volatility.
• “The biggest mistakes I see people making [is] they're selling the asset too early... Stop rotating out of assets that matter.” (Rashad, 77:28)
• Founders of bitcoin rumored to be identified (Adam Back, “Langley” — 78:37+), but ultimately “People don’t care about the founding story… they care more about return.” (Rashad, 80:51)

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10. Exact Buy Prices for Key Stocks

(82:43–85:36, lightning round by Rashad & Troy)

• Lumentum (LITE): Prefer buy at $860.73
• Eli Lilly (LLY): Prefer buy at $883.02; “Absolutely love Lily.” (Rashad, 99:19)
• Meta (META): Prefer buy at $580.76
• Sandisk (SNDK): Wait for pullback to ~$1094.42 or $1101.10 (Don’t chase highs)
• SoFi (SOFI): Buy at $8.89 for a trade up to $24–$30
• Qualcomm (QCOM): Safe return stock, buy at $131–$136
• Caterpillar (CAT): “Best of breed,” love it long-term
• Others discussed: Bloom, DRAM ETF, Universal Music (passed), Moderna (passed)
• On all companies: Wait for pullbacks; discipline and patience are essential.

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11. Economic Risk Factors

• National debt is now 100%+ of GDP, a historic first—alarming and unsustainable (57:32–62:19)
• Concerns about housing instability, Ponzi schemes, and the risk of a permanent underclass as AI replaces jobs.
• Pending volatility with new Fed Chair appointments and interest rate uncertainty.

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12. Spirit Airlines’ Collapse & Class Divide

• Spirit’s shutdown (mass job losses) signals rising costs and growing barriers to travel.
• “Travel is definitely gonna get more expensive... they did help keep prices down.” (Ian, 108:46)
• Industry consolidation signals classism—travel for the “haves” only in coming years.
• “If they wanted to save Spirit, they could have. They didn't want to.” (Troy/Rashad, 112:15–112:24)

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Notable Quotes & Moments

• On holding strong companies:
  • “You’re blowing the money on a car, or a vacation, or somebody who doesn’t love you... Stop trading stocks you should be holding for a long period of time!” (Rashad, 21:23)
• On mentorship and execution:
  • “Execution: information on us, execution on you.” (Troy, 49:01)
• On conviction:
  • “Ask yourself: do you have the discipline? Before the Micron call became a 1300% gain, it was down 60%... I’m not moving. Why? I believe in the company. I believe in the story.” (Troy, 42:13)
• On the importance of network:
  • “Your network will determine your net worth." (Ian, 30:15)
• On AI’s generational shift:
  • “We are just in the first minute of the first round of Agentic [AI]… that’s going to change the work landscape forever.” (Ian, 95:31)
• On picking stocks:
  • “Pick four, put them in chat now. The most important decision you’re going to make is which four are you going to pick.” (Rashad, 71:06)
• On market cycles:
  • “Every stock in the history of man has always pulled back… The reign of a tech stock is 18 years.” (Rashad, 85:35)

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Timestamps for Key Segments

• Trading Psychology Tips: 09:00–11:30
• Investment Fact of the Week (AI Earnings): 17:00–20:38
• Biggest Investing Mistakes: 21:23–30:15
• Micron Options Case Study: 30:34–36:46
• Stacking and Long Term Holdings: 38:48–42:13
• Should You Sell? Selling at All-Time Highs: 49:27–55:43
• AI Infrastructure Playbook (“Five-Layer Cake”): 65:14–76:24
• Buy/Sell Target Prices: 82:43–86:30, 98:48–104:20
• Debt-to-GDP, Macro Outlook: 57:32–62:19
• Spirit Airlines & Class Divide: 108:03–112:24

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Tone & Language

• Original Language: Conversational, candid (“Let’s talk your talk”), practical, at times humorous but direct, focused on community wealth, accountability, and long-term mindset.
• Memorable Segments:
  • "If you don't have a date that watches Market Mondays, that's a dating requirement." (Ian, 14:57)
  • “Haters are your marketing team.” (Ian, 116:09)
  • “Preparation. Execution. Stay locked in, stay locked.” (Rashad, 97:53)

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Final Thoughts

The episode emphasizes discipline, consistency, and building wealth through long-term investing in the world’s most important sectors and companies. The crew provides a tactical playbook for investing in AI, practical mindset tips, and specific entry points for the hottest stocks.

Their message is clear: Learn, act, and execute—or risk being left behind.

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“Would you give up three years to live how you want for thirty? That’s the question you gotta ask yourself.”
— Ian Dunlap (91:49)

Transcript

[Troy]

Working across teams is tough, but Asana helps you handle it. Asana AI can spot roadblocks and assign work to keep everything on track. That's how work gets handled. Visit [e-mail].

[Capital Group Announcer]

In a world full of noise, long term thinking stands out. On the Capital Ideas podcast, Capital Group leaders explore the decisions that matter most in investing, leadership and life. It's a rare look inside a firm that's been helping people pursue their financial goals for more than 90 years. Listen to the Capital Ideas podcast from Capital Group, published by Capital Client Group Inc.

[Ian]

For me, entrepreneurship has always been the way.

[Rashad]

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

[Ian]

Market Monday is the biggest investment show ever.

[Rashad]

My life has literally changed since watching eyl.

[Troy]

When you can make people money and you can add value, they're going to be forever indebted to you.

[Rashad]

And I promise you, this year, I'm going to make y' all even more money. Yo, microphone check. 1, 2, 3, 4, 5. How we feeling? Happy Monday.

[Troy]

What's the deal, man? Happy Monday. It's a beautiful day in the city.

[Ian]

Shout out to everybody.

[Troy]

Yeah, yeah, yeah. It's seasonably nice tomorrow.

[Ian]

I mean, we get, we had, we

[Troy]

had a very cold weekend and now we got up to 70. There must be something happening that is monumentous this week.

[Rashad]

Talk your talk.

[Troy]

You know, I just wanted to start the show by just saying happy birthday to my beautiful wife. It's a big, big birthday for her. Can't wait to celebrate you this week. Looking forward to it. She's a little nervous. She doesn't like to be out in public like that. I'm like, look, one day we're gonna celebrate you all day and all night. And so that day is coming. Happy birthday in advance. Happy birthday to our brother 19 keys. Today is his birthday.

[Rashad]

Happy birthday, Keys.

[Troy]

Yeah. Today's his birthday. Happy birthday. Yeah. And rip to spirit. We'll get there. We'll get there.

[Rashad]

We're gonna talk about it. It's a deeper, darker, criminal link.

[Troy]

I don't understand your questions. I'm not sure I understand your question. Shout out to GameStop. Ian, how you feeling, man?

[Rashad]

I feel amazing. Better than Ryan did today on cnbc. Happy to be into the city. The weather's amazing. Market. It's a lot to talk about, man. There's a lot to talk about indeed.

[Troy]

How you feeling?

[Rashad]

How you feeling? You at army fatigue green. Green jacket, gang. How we feeling?

[Ian]

I'M good, I'm good, I'm good. I had to just actually wish 19 keys happy birthday. Doing that now, actually, before. Before the night's over. Also. I would say happy belated anniversary to my parents also.

[Troy]

Oh, man. Happy, happy anniversary, y'. All. I didn't know that.

[Ian]

Just.

[Troy]

We just saw. I saw you that up there.

[Rashad]

Love is all in the air, yo. I love it.

[Ian]

Yeah.

[Troy]

Yeah, man.

[Ian]

Yeah.

[Troy]

What? You know what number year it is?

[Rashad]

Yeah.

[Ian]

48. 48.

[Rashad]

That's incredible fighting.

[Troy]

That's love right there.

[Rashad]

For real.

[Troy]

Yeah, man.

[Ian]

So it's. It's a lot. It's a lot to go over, a lot to talk about. I will say this. Big week for earn your leisure. Blackout we back. Might ruffle some feathers, might not. You never know what's gonna happen. 9 o' clock Eastern Standard Time on Wednesday, Thursday, we got a true legend in the game. One of the greatest that ever done it. Jermaine Dupree. Man, that's a legendary conversation, man.

[Troy]

They had him as the greatest producer of the century, number one songwriter.

[Rashad]

One of the ones. Yeah.

[Troy]

D1.

[Ian]

Songwriter, producer, rapper, visionary artist, executive, CEO. He does it all. Yeah, he does it all. So, man, that's. That's one of the ones, man. Like, he. He. He definitely. He popped it, too. Like, he popped his ish. Like he popped his ish, you know, like, yo, don't forget what I did.

[Troy]

Nobody's done what I've done. Some people have done things, but nobody's done what I've done.

[Ian]

Yeah, he talked about the crisscross. He had a lot of legendary stories. So.

[Rashad]

Yeah, he. He also engineered in the young rappers.

[Ian]

Yeah, he said he started the Y N. That's his solely responsible.

[Troy]

Yeah, we took it back to when, you know, before there was marketing. The idea of two kids having their own video game. You remember that? Like when Sega Genesis had the crisscross game, like, they changed the way they wearing clothes. Like, it was just genius marketing.

[Ian]

But even I was like, yo, you. You ill. Because, you know, when people get publishing, right, it's like, for the actual writer of like 50% or a portion of it goes to the writer, a portion of it goes to the producer. A lot of these records, big records, too. So about, like, Usher and stuff like that. He was the producer and the writer. But then he was like. And then I'm like, all right, you the producer, you the writer. But then you the CEO of a label as well. He's like, I'll go one step further. He was like, crisscross. I Wrote every single song on the album. I produced every single song on that album. They were signed to my label, but I found them. He's like, I found them in the mall. He's like, I'm. He's like, I'm. I'm talent scout, too. I found them in the mall. He's like, and I dressed them. I told them to put the clothes on backwards. That was me. He's like, I'm solely responsible for finding them.

[Troy]

Yeah.

[Ian]

Branding them, dressing them, writing for them, and producing every single song.

[Troy]

The entire album. The entire album.

[Rashad]

Then brat. First female rapper to go platinum.

[Troy]

Yes. Talked about that.

[Ian]

Bow wow.

[Troy]

Talked about that.

[Rashad]

Man, that 1472 album was tough, too. Low key.

[Troy]

Talked about that as well. That. Yeah. So I was like, obviously you've been doing people. If you study hip hop. You know, he was a dancer, like, in Houdini's video. Like, you want to go that far back? So people have watched him in his entire career. But I was like, what's the moment that you knew you was out of here? And it wasn't any of those early moments. He was like, when New York started playing his records and respected him as an artist, money, anything. He's like, all right, they playing me up here. I'm out.

[Ian]

And any. Any talks about the Confessions, the legendary confessions, how he wrote the song, like, with the inspiration that he got for writing Confessions. It's a classic interview, man. Check in. Check, check that out. 12:00 clock on Eastern Standard Time or English YouTube channel, and so much stuff. So I just want to get the show started. But shout out to Mouse Jones. Appreciate the hospitality. He had a dope comedy show yesterday, man. That was. That was very, very, very funny. Shout out to my brother Sean. He invited us to his show. He had a show in New York on Saturday that was crazy. And shout out to our African family. We was just in Ghana and we were in Kenya, and Stay tuned. It's called Stay Tuned. So shout out to the whole African family, of course. Kwame, Alvin, Eugene, Dora.

[Troy]

Yeah, yeah, yeah, yeah. We're back. We're back safe. So appreciate the traveling mercies. Before we get in any trouble here, let me do the disclaimer. So you know how this works, man. Do your own research. Our content is intended to be used and must be used for informational purposes only. It's very important you 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. Y' all know how we do. Love is love. Let's get this thing going.

[Ian]

Ian, any announcements? Yes.

[Rashad]

Red Panda Stock Club call will be Sunday, March 24th at 4pm Central. If I made you money, please put yes in chat. We have another Red Panda millionaire that was minted. I'm proud of you. Congratulations, Private. We'll show the little screenshot later. They said I dropped a classic with my brother Bilal Little on etf. The connection with the Bilal is legendary. Shout out to Bilal Little. Congrats on your event today. Amazing. And for everyone in Stock Club, if you have questions for the next call, you can put them in telegram. Let's have an amazing show. And if I've made you money, please put yes in chat. And we're going to talk about one. At the end of the show, there was a quiet color that's up a thousand percent. Back to you, Troy.

[Ian]

So let's get into the trading, the trading tip of the week, shall we?

[Rashad]

Yes. For my futures traders, I need you to know this. Never trade when you're in a bad mood, you're sleepy, or you've had an argument with your significant other. One of my homeboys texted me, he like, bro, Friday, I got into it with my girl and I'm like, you probably would you lose 20, 35,000. Oh, baby, that's cause for a breakup. It's cause for a breakup. So for my futures traders, never trade or invest when you are in a bad state of mind. Let that energy clear because it will throw off your biometrics. Tasha to you. But for those of you who are trading with ties, you never want to trade when you are in a bad mood, bad state, or you've had an argument with your significant other.

[Ian]

How do you. How do you avoid that?

[Rashad]

Like, leave them first violation, first time you mess up the money, get the out and then that's that. If I made you money, please put yes in chat. A lot of times me and you talking, a lot of times we keep it on a single angle. Zoom in on me. Especially the first time they get the messing up the bag.

[Troy]

Oh, man.

[Rashad]

Mitigation of risk. Gotta let it go because usually a issue of character, right? Let's take Sam Bankman fried. It wasn't one violation. And Madoff wasn't one violation. It was one that perpetually rolled down into a snowball that became an Avalanche. So if your relationship is causing you to lose money, you need to let it go. Rashad, what do you think?

[Ian]

Yeah, no, I agree. If it's taking time out of your schedule for toxic, you know, if it's, if it's definitely a hindrance to your development, you know, financially, financially, emotionally, anything. But definitely. We talk about finances market Monday. So it's a financial conversation. So yeah, if it's affecting your, your trading, if it's affecting your entrepreneurship, then it's not worth it.

[Rashad]

Sometimes the biggest risk on your trading journey is going to be to be around people who only uplift you and allow you to thrive in the environment. Also too fellas, you got to make sure that you're not giving them a reason to argue and that you engage in self sabotage. So the other part of it, Troy, I'll come to you for my, for my gentleman, for my mature men. Don't put things on the table that can lead to friction in your life because that's another thing that can stop you from getting the bag as well. Troy, what are your thoughts?

[Troy]

I appreciate that, Ian. Thank you. I was watching a clip, it's interesting. We talking about argument and disagreeing and I was watching Jimmy Jam and Terry Lewis and I think Jimmy Jam something very important and he was talking about his relationship, their relationship in the music business. But it kind of felt like it could have been, you know, the same message for marriages and relationships. And he was like, we, we don't have arguments, we have disagreements. Arguments are something that you try to win. Disagreements are something that you're trying to solve. And so if you think of an argument that means that somebody's trying to win. And if you're trying to win against somebody you love, that means somebody's losing. Kind of like when we go back and if somebody loses over and over, then they're not even coming to play. And so that leads to non communication which is not going to be great. And so tone is important, intentionality is important, perspective is important. And so if we, if we just switch from trying to argue to saying, hey, here's the, here's where we don't agree. Let's try to come to some type of resolution or try to solve this in a mutual way, I think that's way more beneficial and time saving than an argument because no, but nobody wins in that scenario. Even if.

[Rashad]

My last point, if you're constantly having tumult in a relationship of any kind, it usually doesn't get better. You got to learn to cut the losses early in Your trading and investment journey back to us.

[Ian]

That's a fact. Don't let anybody come and weigh in the bag. For sure.

[Rashad]

A deck out of a loss what can't afford it.

[Ian]

Don't let anybody come up. Don't. Don't let anybody come between you and the bag. Took an oath.

[Rashad]

Took us both.

[Ian]

He took an oath. If you in this game, if you in this game, it's not for everybody. But if you're in this game, you took an oath to get your bag right? And anybody that comes in between you and financial freedom on a personal level gotta go.

[Rashad]

You gotta go.

[Troy]

On a personal level.

[Rashad]

Secret society, all we ask is trust.

[Ian]

That's a fact.

[Troy]

There you go. That's fair. Yeah, but if we took an oath, that means that we both took the oath, right?

[Ian]

No. Because sometimes your person that you're with is not on the same financial journey. They don't care about stocks, they don't care about investing.

[Troy]

That's right.

[Ian]

Actually, the complete opposite.

[Troy]

That might be okay, though.

[Ian]

They're financial. What's it.

[Troy]

What's okay if they're not? Because that leaves open opportunity to teach, man.

[Ian]

It's assets over whatever.

[Rashad]

What they don't want to learn. They're on a liability list.

[Ian]

It's assets over liabilities at all times.

[Troy]

You got to have a better teaching method. Everybody's willing to learn. It's just about who's teaching.

[Ian]

Everybody's not willing to learn if they

[Troy]

have the right teacher.

[Ian]

And that's not true either. Some people you got the best teacher in the world.

[Rashad]

Example. How many of y' all didn't listen the first time and now you paying the consequences of it.

[Troy]

That's fine, right? Because maybe our message is not the one they need to hear. And that's okay too. That's okay.

[Ian]

This is the message. This is the message that everybody did. Market Mondays. If you don't dating requirement. Do you watch Market Mondays?

[Rashad]

Oh, big facts and implement. Not just watch dating requirement.

[Troy]

Yeah, yeah, yeah. Gotta be careful out here, man.

[Ian]

Also, I want to say too, I forgot to mention but ey University tomorrow we got a. We got a dope class H Vac. So talked about. We talked about. We've been talking about this for a long time. How trade are gonna be what's really in demand. And H vac, honestly is from my research is. I don't want to use the word easy because nothing in life is easy. But it's like the quickest trade that you can actually get up and running because this takes a long time for the electric electrician or even a plumber, put H Vac and you can make good money in H Vac. So this is a good story because shout out to my man Vincent. He's actually teaching the class. He's an entrepreneur that has H vac company. I used to be his financial advisor. So 15 years ago. So he had the H Vac company then and blue collar. And he, he told me like, look, bro, I don't really have no advanced degree, nothing, but I haven't worked for nobody in 15 years. He's like, you know, I got, I got a company and, and you know, it's always a demand, it's always going to be a up season. So he's going to teach about H Vac. But I wanted to say that because I wanted to talk about that, but I also just wanted to say relationships, you never know. I was his financial advisor 15 years ago. I went to him and was like, look, you need to have life insurance. Rolled out, the whole thing. And now 15 years later, he still has a H vac company. And I'm like, look, I need you to teach a class for Eli University about how to become an H Vac entrepreneur. And he's like, sure, I'll do it. He's actually a college professor. He teaches how to become an H Vac specialist at a college. So you gotta, you gotta have a skill. You gotta have a skill in today's world tell you that much.

[Troy]

Amen.

[Ian]

So let's talk about investment fact of the week.

[Rashad]

I thought this is really interesting sometimes and I think we all can agree the future projections will tell you the company that's going to do really well. So the 2026 projected revenue for Nvidia is 192 billion. Samsung is 155 billion. Troy, you're going to like this one. SK Hynix 111 billion, Microsoft 133 billion and Saudi Aramica 110 billion. Because of AI, a lot of times people say we don't know what's coming next, but a lot of times all you have to do. We were talking about it before we started, like going to Claude, you were on this in Market Mondays in Chicago. Just going to Cloud and tell you what the 2026, 2027 projections are going to be and it makes it a lot easier. So even though there's like a small percentage of the Internet is worried about if the Nvidia Google AI infrastructure trade is getting overcrowded, we haven't even hit the inflection point yet. And even earlier, when we had the gentleman from blackrock on, he kind of gave you the layout for the next 10 years. So see what the projections are over the next four or five years in the space so you can know how to invest accordingly.

[Troy]

Yeah, I think that that's why it's important. I know people like, oh, you're going to listen to every earnings report. Like, you're going to listen to every quarter. Like, you don't have to. I mean, you don't have to. I'm going to do it because I'm trying to see where these companies are headed. In fact, most times I'll just ask Claude, hey, here's a document. Just give me a summary of where the future guidance is, what the progression projections are, what the PE ratio is going to be looking to for it. I need to know those things because I want to make educated decisions when I'm going to invest. And so that. That's vitally important. I think what people are witnessing now, I think this is the biggest fact, is that companies are actually making money. Like we've been doing this quarter before, quarter after quarter. And it was, hey, this is moving off of optimism and AI, it's an optimism story. I'm like, no, no, Companies don't jump 3,000% because of optimism. They're actually making money. Right? Like, we're actually witnessing that and we're participating in them. A lot of us are participating. And if you're not, I don't know what you've been doing. But companies are making money because they have systems, they have infrastructure, and they have a product that is going to be in demand, some of it over demand at this point because they've sold out for the year. And so we got to realize that that is happening. This is real. Either you're going to be part of it. Somebody asked me today, what should we do? And I heard Ian in my head, like, we already told you what to do. So now my answer is, what should we do? Watch us win. Either you're gonna win with us or you're gonna watch us win, because we've been doing it for seven years. We've been telling you where the move is. I sent Shoddy a document earlier today about a class we did in November talking about companies, gev, Corning, Standish, Fabrinet, all of them. And six months have just been out of here. And so the obvious thing is like, well, what's the next thing? Well, what have we done in the past six months? Right. This isn't. This isn't optimism anymore. This is actual revenue being brought in and we saw it. Company after company we watch. Did they beat earnings? Yep. Did the mega cap be earnings? Yep. Have some pulled back. But Meta's still going to be a strong company. We've seen what Google's done, we watch what Amazon's done. Tsm. I said the article we read today, that could be a game changer. So revenue is coming, demand is still strong and it's not going anywhere.

[Rashad]

Anthropic is doing 30 billion a year pre IPO. What are you worried about?

[Troy]

Insane. Insane.

[Rashad]

Like these numbers are the equivalent of a player scoring 65 and 25 a night. Like we haven't seen numbers like this out of our IPO. This isn't 2008 and it's definitely not 99 where there was a lot of valuation on the table, but the sales were light, the revenue is strong, the leadership is strong. And the crazy part is these enterprise companies are more needed than ever. The question is, which two or four are you going to invest in for the long term and hold them forever?

[Troy]

Yeah.

[Ian]

Okay, let's go over the biggest investing mistake that people make.

[Rashad]

I posted it earlier, but I think the biggest investment mistake people are making is trading the stocks you should be holding for long term. Like I've had people reach out to me and say same thing. What's the next SanDisk Nvidia AMD one we'll talk about later. The ones that are leading now will lead. But the issue is you traded them. Like someone told me, hey, I had a hundred thousand dollar trade In Nvidia and 23, I doubled my money. But look how much money you miss on the back end of the last few years. Lily, same thing. SANDISK this year. And I know I may be a little bit biased towards futures, but if you look at the history of the biggest companies we're now looking at, some Companies go up 2 and 3,000% on the trade. And so we're going to talk about Micron in a little bit. But some of these companies are going to go up 4 or 5,000% over a five or six year period and you're going to be stuck on the sidelines with a 200% gain win tax and you blew the money on a car or a vacation or somebody who doesn't love you deal something stupid. Yeah, stop trading the stocks that you should be holding for a long period of time and once again the ones that are going to do incredibly well in the future are doing incredibly well now. Hold for the long term. And you're blowing the money online. It makes no sense to trade an asset to then spend it on a liability. Crazy as hell. Yeah.

[Troy]

You hear those stories, right? And we've posted it a few times. If you would have had $10,000 in 2020 and invested in such and such company, it would be this amount today. And you're like, oh, well, I wasn't doing it in 2020. And then if they scale out to a longer term vision, they say, well, if I invested in 2010, I'd have 1.4 million. And it sounds like that is so out of reach. But we're living in a time where we just watched a company IPO in February of 2025. It is now up 3400%.

[Rashad]

Yep.

[Troy]

Like, and it wasn't like, where did this thing come from? Never heard of it before. Literally, we said it here and that was at 195 today. We're sitting at what, 1289. So Sanders has jumped 3, 400. And people have watched week after week, like, okay, here it's going up, it's going again. I wonder if it'll pull back. And watched it and missed. Right. And to me, I'm like, okay, well, the next question I'm going to get is, well, what's the next one? I'm like, 3400%.

[Rashad]

Was that a better teacher issue or should they have listened the first time?

[Troy]

That's fair. That's more.

[Rashad]

I'm not trying to be mean. No, no.

[Troy]

I'm just saying that's fair to me. That that speaks to fear. That speaks to fear. And it's it. That's something that's very common in our community. To answer the question, I'll come back to it. But to answer the question of the biggest mistake that I'm seeing, and I get this call probably three to four times a day is easily, what should I do? There's no exit strategy. With some people, if they end the calls, they've made money. The next question is, what should I do? Well, what's your exit strategy? I don't know. What should I.

[Rashad]

What?

[Troy]

You tell me. Well, did you try to gain 20? Because if you did, then you hit that, that metric. If it was 40, 100% when you got there, what did you do? Because some people will say, well, oh man, if I sell it at 50 and I watch it go to 70, I'm be upset. I'm like, well, what was the goal when you entered the position? Then you can't be upset. You set the metric for Yourself, nobody

[Ian]

made it for you.

[Troy]

And so the mistake I'm seeing a lot, especially this year, especially over the past four weeks, is having no exit strategy that's so important. You got to know what it is. I think everyone in Eylu knows my exit strategy. Everyone here should know it. Like I'm looking for 100%. If I don't get it, am I disappointed? A little bit. But once I get it, what do I do? All right, I'm taking my initial investment out and lets the rest run. Let's do it every time. There's no question about it. Have your.

[Rashad]

I'm going to be real. Some of you are going to trade your way into poverty. They're rotate like you're rotating out of the best companies on earth. And the crazy part is like you're seeing best of both worlds. You're seeing people get a thousand percent return long term and you seeing it being done in trading in four or five years, especially post economic crash. Some of these companies are going to be too expensive too because if SK Hynix and sandisk is priced where it is now, where does anthropic come in at? Where does open AI come in? What is SpaceX come in at as a result? And how far will they fly?

[Ian]

And I think you can do both and I think that's something that people should consider as well. It's like if you believe in a

[Rashad]

company, got to do both.

[Ian]

Trading, to me, how I look at it, trading it gives you leverage. So small amounts can turn into large amounts.

[Troy]

Yes.

[Ian]

So but you need a foundational base. So if you have Google, right? Like you can have a long term portfolio in Google and then you have a portion of your total framework that you think you're comfortable being, having, having more, more risk. And now you can trade Google as well. I don't, I don't think you should look at it as like one or the other of like I'm either going to trade it or I'm gonna invest it. I mean you can't just invest, that's fine too. But if you are, you know, a trader, then it's like, okay, I'm gonna have the positions that I hold long term and then I'm gonna have a position that I'm going to feel comfortable trading and then a certain amount of money as well. A money, money allocation that you feel comfortable losing because trading is volatile or you feel comfortable, you know, having it go up and then go down. Like you gotta, you can't not advisable to put every single dollar that you have into trading because from an emotional standpoint, you're going to be too, too emotionally attached to it. So it's not, it's not gambling. I think that's when you kind of go into the realm of gambling. When you have $10,000 to your name and you put $10,000 on a one day trade with the hopes that is going to go up 500%. And usually what happens when you do that is that you lose everything. You're not, you're not thinking from a rational standpoint. So allocate how much money you feel comfortable out of your investment portfolio to trade. If you do want to trade, make sure you have solid found, solid foundational companies that you have in your long term hold. And if you feel really great about a company, then yeah, do both. Buy the company long term hold and then take, take some money and trade the company. If you really have done the research, you feel good about it and you feel like this is something that you want to just kind of have, you know, that leverage to have outstretched gains than you would get in a traditional just buy a whole situation.

[Troy]

All facts. That's the leverage. We talked about it last week, but that is exactly what it is. Like you have leverage, right? You've built a foundation and now you're recouping some of the foundation by saying, hey, all right, well I believe in this company for the long term. Can we have short term gains here? Is there an opportunity for us to get short term gains? And that could be in, I know in futures it might be different, but it could be two year leaps and maybe it's a six month leap, right. If I already have the equity in itself. So whether it's Broadcom or it's Nvidia or it's Micron or Sant, do I have that as part of my foundation? Right? I told you, you talk about two tech to index all the time. That's a foundation. You don't, you don't get rid of that, you build on top of it. And I think people get lost. They say, all right, well I'm gonna start with just doing that. I'm gonna, hey, this stock is running, let's just buy it. What's your foundation first? Yeah,

[Ian]

and another mistake that people make is listening to the wrong advice or following negativity slash losers. Because you can't grow financially if you're in the loser category. Losers. Losers. 10. Losers usually tend to hang around with losers and winners usually tend to hang around with winners. Human nature. Human.

[Rashad]

Tell me more.

[Troy]

Tell Me more. It's crazy.

[Ian]

You gotta pick your drive, your tribe, your network will determine your net worth. And with that being said, can we talk about this options call that recently

[Rashad]

you had an options call?

[Ian]

I did.

[Rashad]

So tell me more about it.

[Ian]

So Micron mu. I'm sure everybody's familiar with MU now. We talked about MU so much. But I remember Troy had talked about MU last year in his. In his options class in ey University. And always watch. I always watch the options ey University class. He talked about it on market Mondays. So that was the first MU option that I. That I purchased. Then a few months down the line purchased another MU option. And then two months ago, I purchased the MU option. So can we show the screenshot, Mike? If we can. All right, so this is a screenshot from my portfolio.

[Troy]

So can we. Can we just give a fire in the chat for your green jacket? Can we do that?

[Ian]

Green jacket.

[Rashad]

Oh, that's why you order green a day.

[Ian]

See?

[Troy]

See?

[Rashad]

Okay, got you. Gotcha.

[Ian]

So, so the 1400%, that's the. That's the first one. And obviously the second one is 355. You see, those are actually the same dates. January 15, 2027. And then I went further out and got the December 17, 2027. And that one is up 67%. So before we take this down, just want everybody to just take a mental Screenshot. So it's 4, it's 1400%, it's 355, and then it's 67. Okay, Mike, you can bring us back up now so that, you know, I like to call out the trip the triple crown hat trick. You can also call it the hat trick. You can also call the 4, 3, 2, 1, shout out to MG he did the 4, 3, 2, one with real estate. But the reason why I say 4, 3, 2, 1 is because it's four digits, 1400 percent, three digits, 355%, two digits, 67%. And the one digit stands for the 1. One company. It's consistent across one company. It's also called stacking. Troy will probably talk about that a little bit, but. Yeah, okay, why do I talk about this? It's important to stay around positive, positive people. And it's important, you know, listen to. Listen to. You're never going to make money from being negative. Now, the last one, the last one was the most important one to me because that one, I'm up 67%. So somebody would say, well, why is those 67% more important than the 1400%? Because it speaks to a certain level of adversity when I purchased it. And the reason why I did purchase it is because mu, you know, they blew out their earnings. And I think it, it had dropped. Long story short, and I purchased it because I'm like, I already dropped. But then shortly after I purchased it, it dropped again. Pretty, pretty drastically actually. But I mean if you look at, if you look at MU's last earnings report, it's pretty historic as far as their numbers. Like they, they did crazy numbers. It didn't drop for. This is becoming a pattern. It didn't drop because they, they underperformed, they overperformed. It dropped because, you know, Wall street speculation, people had, had already made so much money and they've been doing that

[Rashad]

all the time, taking profit.

[Ian]

And you know, you judge a man by how you don't judge a man by times of triumph. You judge a man during times of adversity. And during a moment, what would seem to be adversity, some people chose to throw rocks at said throne.

[Troy]

Disrespectful views. Disrespectful views.

[Ian]

Yes they did.

[Troy]

Disrespectful views.

[Ian]

Yes they did.

[Rashad]

And there's nothing wrong with criticism, right?

[Ian]

Absolutely not.

[Troy]

Critique is a better word. I would prefer critique.

[Ian]

Was down, was down 30. Now we up 60. So the reason why is because look, we waited it out, didn't panic, I didn't sell, I didn't let outside distractions come into play. We waited it out.

[Troy]

Oh we did man. We stayed low.

[Ian]

And when you really look, when you really think about it, 60% for two months, it's amazing within itself for any. Like I said, when I was a financial advisor, we had the rule of 72 and the goal was to get your clients 7.2% a year on their money for 10 years. Because if you get 7.2% on your money for 10 years, you at like every year for 10 years, then you double your money. So the goal was to try to double people's money in a 10 year time frame, by the way. And this is, this was established, this was, this was like standard, this was industry standard.

[Rashad]

This is a law. Yeah, pretty much, yeah.

[Ian]

So I don't think people don't fully, sometimes I don't think, especially if you knew you might not have a full understanding of historical rates of return expectations. Sometimes people's expectations are not realistic. Like they don't fully understand. Like just 60, 67 in two months. That's unbelievable within itself. 355%, 1400%. Now you start to Go into the life changing category. But it's a message. It's a message because the company is a good company. Memory is a core component to the AI infrastructure. Space they have the demand for that for their technology is through the roof. It's not slowing down. It's fundamentally sound. It's not GameStop. It's fundamentally sound. I mean, everything, you know, check the box. So the option strategy, you know, the leaps is long term, be doing close to the money. Strong companies, you know, all of these things to, to kind of put yourself in a position to win, right? So with that being said, God is the greatest.

[Troy]

That God is the greatest of all time.

[Ian]

I, I, God is the greatest.

[Troy]

I will say this. I'm proud. Nothing I said this last week and I'll reiterate it, that nothing makes me more proud than watching like the family win. And so watching his games is, I mean, it's incredible feeling for me to know that number one. And I said this. People always ask, well, how do you, how do you use your dynamic work? And I'm like, I'm gonna let him be great at something, he gonna let me be great at something. And when we come together, we all agree. And so spending time in front of the charts reading, he trusts me to do that, right? Just like the community trusts me to do that. Y' all come here watching it, trust me to do that. So I'm super diligent about what we're talking about. So Micron, again, that's not even a company that should be coming as a surprise. We've been talking about it for two years when it was $87. And so to watch what it's doing now and hear critique about a company that, you know, we've explained the story, we understand the story. We left the part out where I got the phone call when it dipped down. I'm like, look, has the story changed? Like, bro, has the story changed? No, it hasn't changed. In fact, every time we end the show, I'll get like, hey, where you think this thing's going? I told him when I said this, I think this is going to 400. Ran past 400. Yo, look, shot, I really think we're going to 500. I came on here two weeks after I told him. And so the story hasn't changed, demand hasn't changed. That's only going to increase. Mike, if you could, if you could just pull up the, the next slide real quick. Because I think this is important too, because when we talk about stacking, some people might not Understand what that is. And so there's no, there's a jean jacket here. But we've, we've had a thousand percent returns probably two or three times already with Micron on this run. Like I said, we were in the 110 call, 130 call, as you can see here as it's run up, right? Number one, that first line. So if you're an E trade, like that first line, that's white, that's me owning shares. And so my shares, I think I got like 500 shares. Those shares are up 320%. So when we're talking about foundation, this is not just the, like theoretical things or hypothetical things. This is literally the portfolio. And if you in eylu, y' all seen this portfolio, this is not anything that's new to y'. All. So you can see, like before it was 230, it was 175. All right, let's grab the 230 out to 26. We did that. All right, we still think this thing is going. All right, we're going to grab a 250 out to 27. All right, it's still going. We're going to grab the 360 out to the 27th of December. And as we're seeing it pull back, we're going to grab some more. We're going to grab some more. And so that is literally what a stack looks like. We have the leverage of having the shares up 320%. We already have a long term one out to 20, 27, right. December, you can see it down there, the 360. Now can we make some gains in between? And obviously you can see that's what's happening here. Mike, give me the next one too, because it's not just Micron. All right, so here's Sanders, right? When we talk about levers, we spoke about it last Monday. Now I said, either way, we're gonna, you're gonna be fine. Right? Like you, we had those contracts that were expiring at the end of the week. I know you sold yours Thursday. Yeah, you sold yours Thursday. I said, I'm gonna hold to the end. And I did. And true to what we're saying, if you watch the earnings report, it blew out all its earnings on every metric. And we watched it climb down, over, delivered, over, delivered. By the time the market opened, we were back up. By the time we closed, we were up 97. And so that call was, I think 140% when I sold it. But look, I still got the one that's Going out to this Friday, right? That was at 69 on Thursday. And now we're at 222% going into Friday. I might let this one go already. We've already hit our 100% mark. We took out our initial investment. These are just all runners. All these are runners. And as you can see, when we're talking about stacking, look at that top one. That's out to January of 2028. We are sitting here in May of 2026. That's a 2:30 call. If I showed you how much each one of those calls will go for

[Rashad]

right now, it'll change your mind, change your life.

[Troy]

You'd be in shock. I should have put that in here. But this is what we're talking about, of having leverage, right? I'm out to 2028 already. Can we make some money in the intermediate. And that's what we've been doing with Sanders. And shout out to everybody that has. But you can bring us back.

[Rashad]

So real quick, Mike, can you bring up my slot real quick, please?

[Ian]

Please?

[Rashad]

Just finish the trifecta. Let's do the power of long term holding, right? Because some people may say I left a critical company out in intel, but I still don't like intel, even though it's going up the percentage that it has. But if you're in, in Micron, in Nvidia, in Lumentum, this is all long term. The power of manifestation. As you can see in it being done in others, this person is up 1.6. So listen to those who are executing, not those who are critiquing. I pray that you execute so you can refrain from critiquing. But we're showing you long term, short term, and even like if Rashad is down 20 or 30 in the call, that's not a lot to be down. The power of holding long term. Put it in chat. If I hold long term, I can become free.

[Troy]

That's a fact.

[Rashad]

If I hold long term, I can become free. Go ahead, Troy.

[Troy]

Now, I was gonna say, like, that's the part, right? Do you have the discipline? Because before the Micron call that expired in February got to 1300%, it was down 60%. And I was transparent with the entire community. Look, here's where we are. Troy, what you doing? I'm not moving. Why? I believe in the company. I believe in this story. It's not going anywhere. Listen, I literally broke it down to a picture. I said, here. I brought it here on market Mondays. I brought it inside of you. Here is what's at the heart of this AI revolution, right, it's going to be the GPUs. But in order for AI inference to work, and we've heard it, and all those who went to Nvidia, you heard it as well, it has to remember, it has to have processing. And so if you prompt it, it has to make sure that it remembers it, it has to store it and it has to give you back information. If it can't remember, if it doesn't have that inference, there's no point of having it. And so if you see more AI models being built, that means more memory is going to be needed. Right? That means SK Hynix is going to be a part of it. That means Samsung's going to be part of it. Micron is going to be part of it. Sanders is going to be part of it. Western Digital, Seagate, they're all going to be part of it. All have different components. Right. We talked about high bandwidth, we talked about ssd, right. They're all going to have a part in this story and it's not going anywhere anytime soon. And shout out to everybody that was. That's in DRAM or DRAM, the ETF, which is going crazy. If you didn't know S.K. hynix reported and they blew out their earnings. And then Samsung reported they blew out their earnings. Yeah, if you're not tracking that, that's just a little foo for thought.

[Ian]

And then the last thing I'll say about this is that. So the next question is like, well, how can I know about this? How can I be in a group chat? Well, you are in the group chat. Here's the thing. You got three years. So we just was in Kenya and we'll talk more about this gold mine. I'm sure that you've seen the gold mine content by now. One of the main people involved with the gold mine, he like, he's up there, he was at Invest Fest and he said that the major thing that inspired him to really. He was like magic. When he heard Magic say he got. You got three years. He went to his wife and was like, look, I just, I need three years.

[Rashad]

Huh?

[Ian]

Fast forward and we're at a gold mine. We'll tell you the story later. Stay tuned. Sometimes in life you got to take. You got to have a sense of urgency, for sure.

[Rashad]

You got to move quickly.

[Ian]

You got to move quickly. I'm just going to be honest with you. Sometimes in life it's just, it is what it is. You. This isn't the mark is not going to even stay the same forever.

[Rashad]

Mm.

[Ian]

Okay. Last time Before Invest Fest, EYL University, we are doing a flash offer. Flash deal, 20 slots. We open up for three year. Three year access. 20 slots, choice, options class, I believe is next Thursday.

[Troy]

Yep.

[Ian]

I mean, what more can we show you? We just showed you three slides if you're interested. There's not even a lot to sell here. Kind of sells itself. Three year access. This is only 20 slots. It's only 20 slots for a reason. These classes are only meant to fit a certain amount of people. Can't have every single person on the class. 20 slots. 20 slots only. First come, first serve go to Eyl University. This will be the last offer. Bundle sale, whatever you want to call before Invest Fest, maybe even after investors for the year, I'm not sure.

[Rashad]

But

[Ian]

20 slots, 20 slots only. And it's not just his EY, his options class, this real estate. There's my financial planning call. There's so much. But the app, there's an app. People talk about their trades all day. Troy, he actually just talks about like, this is what I'm going to do. That you could, you know, you could do it if you want to do it. Closest thing you're gonna get to the group chat. Be honest with you, because that's not gonna happen. That's. It's just impossible to happen, to be honest with you.

[Rashad]

I mean, we did the group chat and what was the return from that?

[Troy]

No. Crazy. Yeah, I got a few group chats. That's like.

[Rashad]

So, yeah, 2200%. 1800%.

[Troy]

Yeah.

[Ian]

So there you go. So there you go.

[Troy]

Yeah.

[Ian]

Eyluniversity.com first come, first serve, 20 slots, three year bundle deal. We don't usually do these multi year things. It's either monthly or annually. You can get it for three years. If you can't make money for three years. And being at EY University, you just wasn't meant to make money. It wasn't going to work out for you anyway.

[Rashad]

No disrespect to be broke.

[Ian]

Oh, yeah, of course.

[Troy]

Disclaimer.

[Ian]

Okay. But once again, I do want to thank any level of criticism because like Julian Brown says, sometimes when people critique you, and this is a valuable lesson for you when you're running your business, ladies and gentlemen, a hater. Just because somebody's a hater doesn't mean that their opinion is completely invalidated. Because sometimes they actually make very good. Sometimes they actually make very good points. Because most, most haters are actually people that are actually, they have, they have a very Strange admiration for you. And their admiration, it's like a stalker. Like their admiration turns into something toxic. But in order for them to actually be, want to be that close because they got to watch your content, they got to study you. You're not going to watch and study somebody that you hate. It's a weird fascination that they have with you. But they've studied you. They've studied you. And sometimes they'll give a negative critique in the form of like, very like, that's why I embarrass you. They'll do it in a toxic way. But the core, the core fundamental in what they're saying, they actually could be making some valid points and they actually can give you some opportunities to.

[Rashad]

And ideas.

[Ian]

And ideas for sure. So thank you, please. Thank you. Because this was, this would, this wouldn't be possible without the critique. This whole campaign that I'm on right now, because this is my fourth post about it, I created a whole, I created a whole marketing campaign. I created a whole marketing campaign around which, around the hate.

[Rashad]

Same little hate. That's what a millionaire campaign came out. Same great minds think alike. So take any negative that someone is saying about you and give back to the community. Thank you, my brother.

[Ian]

Appreciate you so much.

[Troy]

And shout out to everybody that obviously is paying attention, is executing. Because like I said, it's not just me, it's not just you. There's people that have greater returns than, than what we've shown you tonight. And that's incredible too. Like, that is the fuel. Like, all right, we're moving at a different frequency right now. People are getting it, they're investing it. They're seeing the accounts change, but they're seeing like their lives change. They're seeing more money than they've ever seen. So execution, execution information on us. Execution on you.

[Ian]

What, what is stocks, Is it, is it time to sell? I know that after, after that, right? So is it time to sell the stocks? Because they say something like selling may

[Rashad]

walk away and go away. Yeah.

[Ian]

So being. Being that stocks are currently right now at its all time high across the board for the most part, is it time to walk away? Exit stage left.

[Rashad]

No. I know Gary Schilling said, amazing economist, that the market could fall 30% per year. When I was watching the conversation at Milken Institute, right. The one thing I noticed is that when. And you guys have been to Davos and the conversations that I've had and ascertained, they only, most people only tell you about selling when it's media time. Privately. Has Robert Smith, like when he tried to sell you the agent, did he ever say, man, I'm about to get rid of Vista Equity. It doesn't happen. Put this in chat. The only people who tell you to sell are those who want you to be broke. No wealthy investor or any investor who's any good is telling you to get rid of the entire landscape of investing. You have Agentic that is still untapped. Anthropic is doing 30 billion a year. For those who don't know, that is a gigantic number. They haven't even went public yet. Samsung's on a tear. Nvidia's on a tear. Lily is about to go on a tear. Meta is on the verge of having a turnaround. So all the people who are the wealthiest people on the planet, even we could talk about Greg Abel and, and Warren Buffett in a little. They have billions of dollars of cash waiting for the right time to buy. No, I know the axiom of selling may and go away. This is a great accumulation time. So should the market tick down in May? Yes, but we just left one of the greatest months in the history of investing like this. This past month was comparable. If everybody's like, yo, we missed 2020. Last month was your version of 2020. And for those of you who took advantage of it, even for the screenshot, 400,000 of that 1.6 was ran up last month. So no hold for the long term. May, June, August will be tough. That it's time to accumulate. Ho. For the long term.

[Troy]

Yeah, I think I don't sell here. I think if you look at the story, and maybe that may sound confusing, like, well, what's the story? Well, when I say the story, has the AI story changed? Um, and again, it has. Well, how do we know? We saw the biggest companies in the world report last week and there's a couple things you gotta listen for. Has the capex spend gone down? No. Okay.

[Rashad]

That means they're still investing into the technology.

[Troy]

That means they're spending it. And if they're spending the money, that means they're spending with companies. Right. Like, I know it sounds like, oh, it's just bypassing, hey, they're going to spend 72 billion. Well, that 72 billion is being allocated somewhere. That means there's companies that are going to take in that revenue. That's why I said the story hasn't changed. Right. So memory obviously is at the forefront of that. And we'll talk about some other infrastructure plays inside of AI that you should be having on your radar but that's not. That hasn't changed. Has the earnings from these huge mega cap companies, has that changed? Have they beat earnings quarter after quarter? We keep seeing the same thing, but they pull back because of the capex band. Okay, that's the same theme. Well, what about the consumer? Has consumer spending gone down? Well, if you look at Visa's report last week. No. If you talk to JP's report, not really. If you look at TJ Maxx, if you look at Hilton in the hotel, you're still seeing spending. And so that tells you that. I'll put in quotations, the resiliency is there. Now something is happening in May, obviously, we're going to get a new Fed chair. If you look historically, when a new Fed chair steps in to his seat or her seat, hasn't happened, that usually is a triple down inside the market. That hasn't happened yet, but it will at some point in May. And so will it be a pullback? Yeah, for sure. But I think after that, and I heard Tom Lee saying it as well, Nvidia, bro. Nvidia reports on the 20th. That'll be a key. And then let's see what that momentum does going into June. July has, I mean, if you look at historically, July has been a pretty good month. August, September is when we start saying, okay, let's make sure we have reserves. We're going to start seeing profit taking, we're going to see some, some downturn. Those three months are always in that space. August, September, October, and then it's, it's back to the cycle of November to April again.

[Ian]

Tom Levy, He says anything though that's not true.

[Rashad]

We're not gonna do.

[Troy]

No, no, no, no, no, no, no. He's intelligent.

[Rashad]

We're not doing that. Now.

[Troy]

Somebody, someone, we could argue some of the tapes are grand. He does have grand takes. But if you look at the past, definitely the past five years, he's been on point man, like him and Dan Ives, I know that. And they're Super Bowls.

[Ian]

Tom Lee, I like Tom Lee. He says anything about, about crypto, bitcoin, he's, he's been all over the place. He has a variety, he has a habit.

[Rashad]

He has a prior crypto fund, though, before that.

[Ian]

All right, let's focus on crypto because that's what he's focused on. That's what he says a lot. He talks a lot about crypto. Yeah, he says bitcoin is going to be 180,000 by the end of the year. Last year.

[Troy]

Okay, Bitcoin, I Might give you that in the. With the smp.

[Rashad]

Can we be honest? All of them make those rounds and make those dumbass proclamations because they're trying to raise funds.

[Troy]

Market movers.

[Rashad]

Kathy did it, he did it, Sailor. Allegedly. They're doing it to drum up interest, to sell a narrative that isn't going to come true in a time frame that they're talking about. But being a permeable and tech is the right position to be in. Back to you that part.

[Troy]

Yeah, I would say that part because the tech piece where he's seen the S, P, a lot of it I agree with. Yes. Some of it is very grand. And that's been the continuous theme. It's almost like I'm going to overshoot so that even if it falls a little bit underneath, hey, I told you, right?

[Rashad]

So what don't you like about us? Takes your shot.

[Ian]

I like him. I think he's extremely intelligent person. But is it overshooting or are you just saying anything? Bitcoin is going to be 200,000 by July and it turns into. It's 90,000. Oh, I overshot it.

[Troy]

That's gross.

[Ian]

S and P is going to be 10,000. Like he's just saying. Just numbers. But they're not even close. He's done this with crypto quite some time. He's done.

[Troy]

He's done the numbers specifically because he's been pretty spot on with it with the S P. Now, his next. His next thing is that after we go through some turmoil here in the next few months, we're going to go on the greatest run that we've ever seen in human history. Like he literally has said that. Will that happen? We shall.

[Rashad]

That's an overshoot, too. That's overshoot.

[Troy]

We shall see.

[Ian]

Okay.

[Rashad]

That's an overshoot. Yeah, Yeah. I like Tom a lot, though.

[Ian]

He's a good job. I think he's intelligent. I think he's extremely intelligent person. I just think, like I said, he just has very. Yeah, he's just putting these numbers out there.

[Rashad]

And to everybody, I'm not shooting at anybody in particular, but to Everybody who had to.eth in your Twitter bios and IG a couple years ago, what the is going on with Ethereum and where's Vitalik?

[Troy]

Quiet. Stand low. Stand low.

[Rashad]

Just a question. I'm not attacking the asset, I'm just asking a question.

[Ian]

The national Debt is now 100% of GDP, tops. 100% of GDP, first time ever. Concerning. What does this do for not just the state of the economy? But investing portfolios moving forward, like at some point in time. This is Ray Dalio's biggest fear. How does this impact everyday investors?

[Rashad]

I keep saying it's going to make the economy worse. The bad part is, as a result, with so much economic unsafety, people are going to pile more money into the best stocks on earth. We're just talking about it like no one wants 7 to 12% anymore. Like people are looking at 30% year over year return as failure. Why though? Debt to GDP, which I've been talking about since 21, and the rate of inflation. So if the real cost of inflation is 25 to 45%, you can't even afford to get 7 to 12%. It's been gross mismanagement of the country for the longest period of time. Some people.

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[Troy]

teams is tough, but Asana helps you handle it. That's because Asana is where humans and AI coordinate work together. AI can spot roadblocks and assign work in a snap. So everything and everyone stays on track. That's how work gets handled. That's Asana. Visit [e-mail] that's asana.com.

[Rashad]

If you're early in your career and looking for insight, inspiration and honest advice, listen to the Capital Ideas podcast. Hear from Capital Group professionals about leadership, leaning into the differences that make you unique, making decisions that last, and what it means to lead with purpose. The Capital Ideas podcast from Capital Group. Available wherever you listen. Published by Capital Client Group Inc. People are saying that even if it goes up another 80% from here, we'll be fine. We won't. It's going to destroy the economy. But the inverse of that is the top, let's say 40 or 50 stocks in the NASDAQ and S&P 500 are going to go off because you have to put that capital and deploy that capital somewhere. It's something that needs to be corrected immediately. But I don't think in this administration or maybe even the next, people are going to want to tackle it. And hopefully the Fed Chair will start to make some changes, but given in how he was sworn in and brought in, he's not going to make any changes anytime soon.

[Troy]

Not even cutting rates.

[Rashad]

It wouldn't even help. Like, we're spending more on servicing the debt than we are national defense. That's scary.

[Troy]

So then the inverse would be a possibility.

[Rashad]

Right?

[Troy]

Increasing rates, which would be.

[Rashad]

And even if you do that, the mismanagement of that cycle, like when Jerome Powell walked away and said his final goodbye, you can see a. He's going to miss the position. He also looked slightly terrified for what's to come. My favorite thing in those interviews is to watch the body language. He was sad. He had that Will Smith goodbye moment at the end of Fresh Prince. Right. But he also looked terrified knowing what's to come. Why do you think everyone's saying two to three years? Like the debt once again that we have is more than we're spending on military defense with one of the worst administrations ever and voting rights just got taken away. I keep saying anything that's done this flawlessly is not done by accident. Everyone kept saying Project 2025 was fake. This, the fucking triangle offensive, racism. I've never seen nothing like it in my lifetime. So what do you guys think?

[Ian]

It's something you can't. It's not sustainable. It's alarming. It's not sustainable. It can't keep kicking the can down the road and just, you know, eventually it's gonna. It's gonna. It's gonna, you know, cause major problems with the American economy and the global economy as. As a

[Rashad]

cyber credit. Another concern. Housing instability, another concern. There's still a couple Ponzi schemes in the market that have not been revealed. When those things start to crack, you're going to get a bad scenario, I think.

[Troy]

Yeah, there's a couple things that happen, right? If interest rates go up and that outweighs government spending and that'll affect US Treasuries, they won't have a huge, huge, huge problem at. At our hands. So, I mean, it's a heavy job that, that they walk at Walsh is walking into. It'd be interesting to see in that, that first 30 to 60 days what he attacks first, what he deems as the highest priority. I know there's a lot of pressure. I mean, the pressure is there. He says that he doesn't have to listen to the guy who appointed him at the position. We'll see how true that is.

[Ian]

We'll see. Got three years. You got three years left. Get to get your Tickets to invest first. When this flip, it's about to get spooky out. We're gonna talk about it on Blackout. As far as the permanent underclass that they talking about, they artificial intelligence is creating a permanent, permanent underclass

[Rashad]

is legal racism. To be able to destroy 6 to 17 million jobs and never put a face in front of it. And for those of you like, why do you guys talk about racism? Hey, I'm black. But some of you are black and Latino and say that. And you're not as wealthy as us. This is real. They're not gonna look out for you. They're not gonna do it.

[Troy]

That's a fact.

[Rashad]

They're not looking out for you. They're not looking out for some of their own. So don't be like, oh, you put yourself by your bootstraps, bro. Stop talking. We're on a precipice of national collapse while Bricks is waiting for us to make another misstep. That's scary. It was just a few years ago that they had to absolve and absorb a bank, and then they kept flushing money into the repo market overnight to prevent some banks from going under. Scary. But what do I know?

[Ian]

Spooky hours. We call that spooky hours. Hit the like button and share. Ladies and gentlemen, we are moving into the second half of the show. We got a lot to talk about. Let's go through the best AI infrastructure plays.

[Troy]

Yeah, let's do it. Let's do it. Let's do it. And you know what I'll do for them because I feel like we, we. We've spoken about these individually, maybe by sector, by sector inside of AI and so I'm going to run down the ones we've. We've spoken about on the show. And I know Jensen likes to talk about that five layer cake when it comes to AI. So we'll start with energy. Gev. Ge. Vova, I think, is going to be a leader and has been a leader. We've been talking about this since it was in his 500s. Was price in over 1100 or somewhere in that area? Now, we, we know the data center story is real. We know energy is vital to the story. But who can deliver that at the fastest pace? Who's going to be able to create turbines that could be sold? Who can do it from an international standpoint to satisfy the needs on a global demand? So GE Renova is one, caterpillar is another. We're talking about gas turbines and bloom. I know people have been asking me, what about BE what about be very similar to that, that energy story. So be that would be three right there in energy that if you don't have on your watch list, you should cooling. We spoke about this and shout out to everybody at Nvidia again. And if you were part of that group session one or session two, you saw it firsthand, the company that they're partnered with in terms of liquid cooling, and that would be Verta vrt. We've spoken about this plenty of times on the show, but it's definitely in the portfolio and a lot of y' all have calls on it. If you don't, let's put on your watch list because I think that's going to be one that's going to be a leader. Networking and connectivity we spoke about Arista Ticker is a N E T again, understanding how Iraq is put together, understanding the components and understanding the wiring and connectivity that's going to be needed to have that function at the highest rate. They're going to be part of it. Light L I T E. That is the ticket. Lumentum.

[Rashad]

Yeah, yeah, yeah. I put that in the last class.

[Troy]

Again, connectivity is going to be how can we make data travel at the fastest and most efficient way? A light's going to be at the forefront of that. Corning, which we spoke about. GLW will be at the forefront of that. And Fabrinet, I had a call with Shoddy earlier about fabric. We put this and the first place I ever spoke about that was in Red Panda. So shout out to Red Panda, the entire family.

[Rashad]

That was what, last November?

[Troy]

That was last November. And I said, look, I'm telling you before, I'm telling EYL University, I'm telling before Market Mondays, I'm telling you, that's the company they actually reported today. Pulled back a little bit, but they've been on a tear since November. So that would be in networking and connectivity and then you have compute. And I think those are players we know, right? We know amd, we know Broadcom, avgo, we know Nvidia and we can put tsm and there's going to be something interesting that's happening with TSM that we got to keep on and maybe we'll get to that. Maybe I'll save it for next week. And then memory, obviously memory, we can't go anywhere without that. We talked about the importance of it. So you got Micron, you got Sandisk, you got Western Digital, you got Seagate. I'll run down the tickers really quick. Mu SNDK for Sanders. Western Digital is WDC and Seagate is stx. And then we spoke about this and shot. He was like, troy, I need you to do this clip. I was like, all right, man. You know, I like to just stay low and keep firing, being in the research. But we talked about eda, Electric Design Automation, and we talked software. And so if you watch software companies specifically, I want to say Oracle could fit in that category. They do. But Salesforce fits in that category. Snowflake fits in. They've been hit pretty hard. Right. But if you look at the software inside of the AI story, when we're talking about CADIs and we're talking about Synopsys and who they're partnering with in terms of, oh my God, look at how they've performed. And I know we did this at the Mastermind and people like, what should we do? It's down 20%. I haven't got too many texts about what should we do now we're up 80, 93%. Believing in the story, understanding the story, and having conviction, the story is important. So that's eda. And then the last category is assembly and packaging. And I am going to save that. That's going to be the focus of the next class. So assembly and packaging is going to be part of that infrastructure. There's companies that we should know if we don't know. But I'll break that down in Thursday's class. How's that? Let's do it.

[Rashad]

Mike, can you play the video real quick?

[Troy]

Good day. Good day. Good day, my beautiful people. It's a beautiful Monday today and I'm so happy and grateful and thankful of all the things that I have, will have, and is currently manifesting. I woke up this morning and looked at my stocks today. Momentum. Okay, one year ago, it was $81. Today, one year later, it's $996, almost a thousand dollars. So imagine if you took that hundred dollars and put it in this stock one year ago, you would have about $900. Today, profited $900. Wouldn't you rather spend that on some stocks and get 900, like this card here? Probably a thousand dollars. I could have put that in and been.

[Rashad]

So I'll go through a couple that I love. Just Rashad on your same vibe. Preponderance of evidence is a quote that I. Word of the week. Preponderance.

[Troy]

Preponderance. Love it.

[Rashad]

Word of the week. I like Caterpillar for sure. I like Arm Bloom Energies and Stock Club, but Lumentum is one that I talked about quietly Last year has done incredibly well. The question is like, what do I invest in outside of Nvidia for the AI infrastructure? And it's like I want to bring you back to. You don't need more than four. Some of you are going to rotate out of the best companies in the world, switching one company for another. But Caterpillar love arm. I like a lot this one that the Queen. Thank you, Queen talked about. I like a lot. And Bloom Energy is one that I like a lot as well. So pick your four, put them in chat now. But the most important thing, I'm begging you, as a person who's been in this game for a long time, I don't want you guys to have 50 and 80 shares of 25 companies a piece. You need to pick four and have thousands or tens of thousands of shares. That same investment in that company took her lit. Ten grand would have been 90,000. A hundred grand would have been 900,000 just from the time she got in. Some people are up 1400%. But the most important decision you're going to make is which four are you going to pick? Back to you word of the week because I know big words. Trigger some of you preponderance of evidence.

[Ian]

Yeah. And for the people that said that she misspelled the word. I think you're missing the point.

[Rashad]

Who gives a. I' ma say it.

[Troy]

Yeah.

[Rashad]

If we get demonetized, I'll pay the little fee. But the vig in between, who look at the return.

[Ian]

Yeah, yeah, exactly. If you up 900, a thousand percent don't matter. You can afford to misspell a word.

[Rashad]

Some of you have misspelled what to invest. In

[Troy]

fact,

[Rashad]

stay focused on what matters.

[Troy]

Yeah. And I'm real quick. I just want. I'm gonna give them a little extra. I'm gonna put on extra because people like, well, she did that with light. But what does that even do? So I try to explain it like this. Think of cars on the highway and think of the highway, right? And so when we talked about GLW talking about fiber optics, right. We're talking about glass. How are we going to have data be transmitted at the highest level to be more efficient? Right now people copper is. Was being used, right. But that takes a lot of energy to. To keep at a functioning level and high speed. And so glass and laser has now been the technology that people are talking about. And so when you talk about that corning would be that the glass that would be used like for hyper optics.

[Rashad]

Right now it's on your Partner with iPhone.

[Troy]

It's the glass for your iPhone now. But Lumentum Light is part of that laser process that's going to transfer the data. Right. So you think of the road which would be corning GLW and think of the, the cars that are traveling that would be like what Lumentum does. They are the cars that are going to be on that highway. And so you can understand why that would be something that's going to be definitely forward thinking. If we're trying to figure out how much data can we move at the fastest rate and the most efficient rate, those type of companies are going to be at the forefront.

[Rashad]

Yeah, I just think they're selling to data centers. And also we kept saying this, as the world changes, the world's greatest companies are going to adapt. So even Caterpillar was a great company pre AI, but they became more valuable as data centers was being built. A lot of you also need to figure out too, if data center correction happens and everything isn't built, how will your portfolio be affected in 2020? I came on and talked about CGW investing in water and what the off or side effect of investing in data centers is. It's going to mess up the water supply by design. So CGW of course has gotten more valuable over time. Talked about that in 2020. But once again, please put this in chat. You only need four. You only need four.

[Troy]

And that's why you got to look ahead to what technology is being built, who's doing the infrastructure. I know Bloom was. It's an interesting company because when we talk about power, we talk about energy. Their focus isn't staying off the power grid. The grid is probably the biggest bottleneck

[Rashad]

in terms of bottleneck of the infrastructure,

[Troy]

of the energy infrastructure. And so if they've figured out a way to not be on that grid and still create turbines that can power data centers, that's something that's very interesting, which is why you've seen them being rewarded with the stock, the way it's moving now.

[Rashad]

Can I give them one more tidbit?

[Troy]

Let's do it.

[Rashad]

There's only three sectors that matter. Write this down. Tech, healthcare and energy. A lot of your problems will go away because somebody had messaged me earlier today, like you, you haven't talked about consumer discretionary. I'm like, tech is going to outperform a lot of segments anyway if you just focus on tech, healthcare, energy. That's always been the three sectors that have mattered the most and that have yielded the highest returns. You'll be a okay. And even in healthcare there's probably 12 or 13 great companies. In energy there's probably 14, 15 great companies. In tech, probably 60 great companies to pick from. Pick from those three sectors and you'll be a okay.

[Troy]

Yeah. What would consumer discretionary look like if

[Rashad]

Amazon wasn't part of it in like Nike? These are my thoughts. My views are not reflective of Troy and Rashad. Earn your leisure, Michael McDonald or anyone else associated with the brand. It will look like Nike.

[Troy]

That's Tim Cook.

[Rashad]

When you gonna make the announcement that you.

[Troy]

Hey, hey. Hey.

[Rashad]

Sorry.

[Troy]

Yeah, we should, we should throw that. We should figure out how to why it stays there. Obviously e commerce but it just feels like a tech company.

[Rashad]

Yeah. Mitigation Aristo going back to that. They can't remove them out of that because it'd be free fall in that sector.

[Troy]

Yeah. Number two is Tesla.

[Rashad]

Yeah.

[Ian]

Bitcoin is on the rise. 80,000. $80,000 per bitcoin currently. So what is the future of bitcoin? What's the up bitcoin update?

[Rashad]

I know some people may be disappointed that bitcoin hasn't hit an all time high when some stocks have and some indexes have. But if you believe in asset hold in it long period of time like for the go, that's what I love. When gold took off, the people who were gold bugs for a long period of time and knew the value of it, they didn't move. So if you know the value of bitcoin, don't move from your position. Like I keep saying, the biggest mistakes I see people making is they're selling the asset too early. And it's like the spurs aren't getting rid of Wimby. If he has a bad game in May, that's what a lot of investors either have a bad month or maybe even a bad quarter and they're like well I'm going to move to something else. I'm like why you don't think that there's going to be value in Bitcoin in two years when BlackRock and Vanguard and Larry Fink has done everything in their power to get controlling interest in it, hope for the long term, give it to end of the year and see where it is. I think we should start to see some highs being broken later in the year. But stop rotating out of assets that matter.

[Ian]

Well they said that they've actually identified the founders of bitcoin now two people. It was an expose that has been done. Does that they weren't Japanese. No, they were not no.

[Rashad]

Told you three. Who were the founders?

[Ian]

Forgot the guy's names. Let me. Let me look it up.

[Rashad]

Was one Adam or. No,

[Troy]

it wasn't Yoko Moto.

[Ian]

Satoshi.

[Troy]

Did that. Did the documentary drop? I didn't. Did it come out Satoshi Nakamoto? Yeah. Who. Who is Satoshi? It was like a documentary. I don't know if it came out. I definitely wanted to check it out though. But the guys who were in that were saying that they were not him. They had a lot of the information, but they were not him.

[Ian]

Yeah.

[Troy]

Mike. Texas. Adam Black.

[Ian]

Adam Black. And what's the other Adam back. What's the other guy's name?

[Troy]

A legend.

[Rashad]

Alleged it was two people three years ago and the most important, the city, Langley. Listen, the first time. Told you even y'. All. Shelly, I hear you. Yes. The city, though, matters a lot. Origin point. If you've read some of them. Like, that's the thing about being online for a long time. When I used to have to like log into AOL and like kick my mom off her phone call. If you read some of the white papers from back then when you had dial up, there was already cryptograph plans in the early 90s. That was not. If you think somebody in Japan made an asset that powerful with little compute power on a compact Presario. I got a bridge I can sell you in Parsippany.

[Ian]

No, I think everybody at this point knows. But now that we've actually. Let's say that the New York. I think the New York Times is the one that actually did the expose. So let's say that it's credible and they found the founders of Bitcoin. They've actually. Does this me. Does this matter? Does it mean anything?

[Rashad]

No, because they didn't care before when I said it. No, it doesn't matter because if the. The store value. Okay. And taking me out of it. If the plan is to get rid of all physical currency and move you to a digital currency which is being ushered in through AI and digital IDs. You're going to need monetary infrastructure to be able to transact. People already love it. You've gotten high returns. They won't care who the founder was. They told you that a Japanese man in the corner of Osaka made a currency with 128 megabytes. People don't care about the founding story when they care more about return.

[Troy]

That's. That's true.

[Rashad]

They don't give a. I told you guys this year, y'. All. You don't know. You don't know nothing about bitcoin. You're a bitcoin hater. I'm like, no, I'm telling you, Langley made it. But yes. And chat. If I told you this years ago. Adam and Langley. Yes.

[Troy]

Alleged. Allegedly.

[Rashad]

Allegedly.

[Troy]

Thank you.

[Rashad]

So, no, it won't change it. And I'm gonna be real. Especially in some communities. Oh, you. You love a good. A good non. Huge founder anyway. Probably make them support it more.

[Troy]

Yeah, I. I doubt if you ask people if they cared who the founder was, I would. I would assume that most people could care less.

[Rashad]

Most don't care.

[Troy]

Can we make money?

[Ian]

Okay, stock prices,

[Rashad]

shall we? Or should we make a way to next week?

[Troy]

This is a long list, man. You want to.

[Rashad]

You know what? Let's do three, and maybe we can do three next. Yeah. Which ones you want to focus on?

[Troy]

Well, I keep seeing in the chat, and I guess because we talk about. Well, you know what, Lumentum is on here, so somebody put light on here. You want to. You want to do that one?

[Rashad]

Yeah. I like.

[Troy]

As you. As you look at it. As you look at it. I'm just going to remind people that Lumentum obviously has had his run up. And we always talk about Catalyst events. They're going to be reporting earnings on. I think it's tomorrow, the 5th.

[Rashad]

Tomorrow?

[Troy]

They report tomorrow after the bell, I believe. So that'd be interesting to see if there's maybe a pullback. So this entry point might be something that, you know, people can take advantage of.

[Rashad]

Yeah, I like it. If it drops down to 860. 73, it's too high right now. You cannot buy it in the nine hundreds. But I do like it at 860. 73 if it pulls back there within three or four months.

[Troy]

Okay. Okay.

[Ian]

Eli.

[Rashad]

Lily, my baby should be on the tear soon. I like lily at 883,02. So. $883 and 2 cent. Write it down, Stock club. I won't give our prices away, but I do want to give some value to the people and in the new month who may have missed out. So. Lily 88302.

[Troy]

This is a pretty sick list. So we did Lily. We. We did Lumentum. Meta. Metas has. Has pulled back a bit here. There's some issues with. With the Manus AI acquisition. To say the least. They said. Listen, we're gonna pay y' all back for that. Tick tock. Allegedly. What's your thoughts around Meta?

[Rashad]

Shout out to everybody at Meta HQ Hudson office as well. Brian, what up? I gotta Call you. I like meta@580.76. I think the proclamation of them doing incredibly well by end of year is absolutely true. So I like them at that particular it level.

[Troy]

Solid. Solid. I. I guess. I mean, we can't leave the the night without talking about Sandis, which has been on a incredible run. A tear. I don't even know what to call it. It's tough to.

[Rashad]

I'm pressing in the run.

[Troy]

Y. Yeah, I'll say. People ask, well, what's the entry point? And I'm like, look, man, I gotta reset it. I gotta reset it every day it feels like you gotta reset it because the story is so amazing. What's he currently as as it sits at? What number are we at now?

[Rashad]

So 1255, 86.

[Troy]

Oh my gosh. Yeah.

[Rashad]

So, my God.

[Troy]

What's your thoughts on saying this?

[Rashad]

You're going to wait for a pullback to 1094 42. It may take three or four months for it to happen. This is a classic case, though. When a company is on a tear, you can't chase it at a high because at some point you're going to put a significant amount of money into it. 30 grand, 50 grand, 100 grand. It's going to slide to the downside and it's going to break your confidence.

[Troy]

Yeah.

[Rashad]

At 1101 10, I like it. If it pulls back that far. And for people who like, hey, I missed out, I don't know what to do. Every stock in the history of man has always pulled back. The average time that a tech stock will have a reign is 18 years. If you believe in saying this today, I think it should be great for the next maybe 12 or 13 years. You don't think any time that we're going to have a pullback for it to get to a price that's attractive enough even if you look in March it was at 760 and it slid down to 565 and people thought the run was over there. Wait for a pullback, buy that price, you'll be good. Hold for a fiveyear turn. Also stop trying to turn market monies into your trading show. These are for you to hold for a long period of time. And there's more money on the upside as well if you're holding for a long period of time.

[Troy]

Yeah, I still see upside with Sandis as crazy as it sounds. Yeah. Even you saying like a pullback to 1100 is just like, we've been here since 195. Right. So those type of pullbacks would I Mean, yeah, if you, if you just invest in it, it does kind of suck. But this is why you hold long term positions. I think they did something brilliant. Obviously they brought their quarters. But that idea of people saying, oh, this sector is super cyclical. Look at its history since 2000. It's super cyclical. I think they did something brilliant. And if you listen to the report and read the report, they're actually taking on multi year contracts now to kind of offset that. Right. They're doing five year deals, three year deals. And if you watch.

[Rashad]

Which is a great business lesson.

[Troy]

Exactly. If you, if you watch it and you see the people who they're partnering with, it makes a lot of sense why you're going to see this story continue on. Plus, as the demand continues at the rate that it is, they all, they, I mean, they set the prices. We were with Ty the other day and he was, I'm telling them like you guys, especially in the digital world, like space.

[Rashad]

Yeah, yeah, yeah.

[Troy]

Like, well, what do you, what do you put your data on? Oh, we put it on these flash drives. Well, who makes it? Oh, Samsung. Okay, there's Samsung. At one point he put out a flash drive and it was micron. I was like, yo, y' all know

[Rashad]

right there for you to invest in, Right.

[Troy]

If you got, if you're taking, you go to CVS and you look at the counter, there's a bunch of SanDisk

[Rashad]

memory cards sitting there up so much from four years ago.

[Troy]

That's where I was going. They was, hey, six months ago, let's say it was two gigs or one terabyte or something. It might have been 400. Now it's at $1200. Right. And so if the retail investor is playing that much as a consumer, what do you think they're charging institutional firms

[Rashad]

on the enterprise side?

[Troy]

Yeah. Oh my gosh. Because they set the barrier. So that story is not changing. So I see upside still with Sanders. Should we do one more?

[Rashad]

Sure.

[Troy]

All right. We did bloom, we did light. Let's go so far. Let's go so far. People just love to talk so far.

[Rashad]

I know. I don't know why, but maybe because it's one of those stocks under $30. If SoFi gets to 8.89, that is a price that I would like to take a stab at it to hold maybe to like 24 or 30 bucks or something like that. I don't know why people love so far. I think they've underperformed, especially for the class that they are in. But it is cheap so yeah, at that price, if it falls back that far to 889, I'll probably ride it up back to $24 flat. Put in chat. What do y' all love so far? It's going through these volatile swings in 21, like that 28 to 31 range is where resistance is for them. They have some deep dives. I know the promise. It's like them and Snowflake people had a lot of hope for and they've underperformed.

[Troy]

Yeah, Snowflake, that's gonna, that's gonna take some time. That's gonna take some time. I see dramas on the list. And if we've given you Sandis and we've talked about Micron tonight, that, I mean, those are sitting inside that etf. So Round Hill created that ETF a little over a month ago, maybe to the date it was created a month ago. And that's how you get access to SK Hynix, which is supposed to IPO at some point, and here in the next couple months, Samsung as well. And so if you're watching that chart, I know sometimes you're watching and you're like, how do I get. I can't buy Samsung. This is how you get access to the number one, in a lot of cases, number one memory company in the world. If we're talking about how the story isn't ending, that would be a good etf. We said it a couple weeks ago. Are you in those clothes? We in those clothes, right?

[Ian]

What?

[Troy]

Drone? Yeah, we in those clothes. I think we bought in the money like at 33. I know today it got up to 42. So these are hitting all time highs. Obviously the rule of thumb is we don't want to invest it when it's all the time high. There'll be some opportunities to pull back. I would like it in the mid-30s if you can get it and it's still affordable. If you want to buy in the money, it's still a pretty affordable, yeah.

[Rashad]

Oh, can I do something special for those who join EYLU for the next four months? Can I give them the price exclusively to draw? I haven't even put it in the stock club.

[Ian]

There you have it.

[Troy]

World is yours.

[Ian]

Master investor. Has he said that he will give the price of Drum to anybody that takes advantage of the offer? And if you joined late and you don't know the offer, EYO University flash deal, 20 slots, 3 year offer that includes choice options class, which will happen next Thursday. So if you want to take advantage, EYO University three Year offering. The reason why we did three years is because magic told us we have three years. It wasn't just a random number that we picked. Three years. Three years can change your life. Three years can change your life. But you got to be focused. Would you give up three years to live how you want for 30? That's the question you got to ask yourself.

[Rashad]

You better. You're risking one to make 10. And if you have any distractions in your life, get rid of you. See even us personally that run nature jab, Jermaine Dupree Fire. Like on a ETF Central. Good morning America. You see us working at a clip that Zuckerberg, even Brad Gerstner talking about the invest kids. People are working at a higher clip that I've ever seen in the last four or five years.

[Troy]

Yeah.

[Rashad]

Because they know what's around the corner.

[Troy]

Gotta do it. Yep, gotta do it. And Mike is. It's dram. Somebody in the chat said, is he saying drom? Like D R O M is dram. D R A M. That's etf. And they just applied. Shout out to Corde. Cordy's in the check and he just texted me that Round Hill just filed to have a Max 7 ETF.

[Ian]

Shout out to Corday.

[Troy]

My God.

[Ian]

Gene Jacket alumni.

[Troy]

The jean jacket.

[Ian]

Little Bibby on the check in.

[Troy]

Shout out.

[Ian]

Shout out to little baby Chicago's own. Yeah, he's been tapped in for a minute as far as business people think he's been buying real estate and he was doing a lot on the business side early on.

[Troy]

The world tapped in, man.

[Rashad]

The world heavy now too.

[Ian]

And you never know who's gonna. Who's watching because like I said, shout out to the. To the brother Eugene. We was in. We was in Kenya. Like I said, you know, he's the gold mine. We're gonna give more information about the gold mine.

[Rashad]

Don't worry.

[Ian]

But he was saying he's from London. And I was like, yo, you know, we did roll out the hall. He's like, I was there. He's like, I was there at tape London. He said, I've been. I've been there the whole way. I was there at every invest fest. You never know who's watching.

[Rashad]

You have no clue who's watching, bro.

[Troy]

Now imagine what the video that you saw. We're walking and I'm telling him, like trying to get the numbers because I love numbers. He was like, yo, I got to take your options class. I'm like, bro, that we could talk about that another time. Like, tell Me, this, what we're seeing here, this is life changing.

[Ian]

But then also the power. Real quick. Just the power network. You never know. So the first thing we did, we landed in Ghana. We went to see a brother that had a plot of land. He's thinking about building a hotel and he. He's building a hotel in Ghana. He met our guy Alvin, who's from Ghana. Where do you think they met?

[Rashad]

At Invest Fest.

[Ian]

Invest Fest. They met at Invest Fest. A lot of connections. This is people that, to put it in perspective, Ghana. We flew From Ghana to D.C. it was an 11 hour flight from Ghana to D.C. so pretty much on the other part of the world, they live in the same. What's the odds of that happening? They live in the same country in Africa and didn't connect until they came to Invest Fest in America. You never know. You never know who you're gonna know

[Rashad]

who you can meet. You never know.

[Troy]

Or who's watching you for sure. Yeah, they're watching your character. It almost felt like people have in the way it was explained. Is they not a vetting process, but let me see what this is like.

[Rashad]

They want to see the consistency.

[Troy]

Yeah, exactly. It's a consistency there. Okay. These guys are worthy to. Hey, let's bring them in on some opportunities here. Yeah, yeah. So be, be mindful of that when you step into rooms and definitely be mindful of how you conduct yourself, how you carry yourself. You never know who you're going to walk into or who's watching you.

[Ian]

Yep.

[Rashad]

Be helpful. Give the most. The blueprint is simple. It's hard to do. Give the most. Be honorable. Be honest about how you operate or integrity that matters more. And then notice everybody who's really good in the asset class is learning every other asset class at the same time. Like this agentic thing. If Google gets this off in time or one of the hyperscalers gets it off. Meta's having some issues like you talked about with China and Manus, that's going to change the work landscape forever. We're just in the first minute of the first round of Agentic.

[Ian]

Yeah, Google and even Fatima too. She lives in Rwanda and she was like, she was at Invest Fest and she was talking about your performance.

[Rashad]

Thank you.

[Ian]

And she was saying that that was like just amazing to actually see in person, to actually just, you know, see people. Like it was a musical concert but for, you know, somebody that was talking about investing and she was, she was highly impressed with the performance that you gave. And like I said, she's coming from a Whole different continent, East Africa. And that was a highlight moment for her. Right? So it's like do your best because you never know who's watching.

[Rashad]

You never know who's watching. Present and then I'll say now go

[Ian]

ahead, present yourself in the best manner possible. All the things that your parents told you, like sometimes we, we think of these things as like cliche or like they corny of like, oh, that's. But now you really never know. You never know. You really never watch. Like there's some people that will come just to see how you, how you talk to somebody else, how you shake somebody's hand, how you like this. There's people that'll just be looking and they might have, they might have a hundred million dollar, ten million dollar deal for you. And you, you. The way that you looked at the janitor was just dismissive. And, and they don't like your character and they not. They like. Nah, I'm good.

[Rashad]

A majority of the opportunities that I got this year came off of the back of their performance and investments. Like that's why I keep saying like I wanted a few people no matter where I go, if I, when I do that, if I made you money, that reaction you can't deny. So show up, be your best, give the information that is changing your life to others. But execute and prepare like crazy. Prepare like last year was nine months of prep. I started prepping two weeks after Invest Fest last year for this year. Stay locked in, stay locked. Even when he was having a conversation about the other project I'm working on. Once they got to see that was like, didn't know.

[Troy]

Stay low, keep firing for sure. Now we do

[Ian]

buy or pass.

[Troy]

Oh, it's been a minute since we've done something like this, man. All right, we can go lightning round if you want, man. There's some good ones. And you know what? I like that we're starting with this one. Eli Lilly, because it has pulled back the GI GLP story is still, you know, at the forefront. Peptides have stepped into the space and they're causing some havoc. Are we buying? Are we selling? What are we doing with, with Eli Lily right now?

[Rashad]

Absolutely love. I'm, I'm hearing some talks too that in another country they may be looking to acquire a Peptides company also in similar to Nvidia. Not only are they the. The maker of the things that the industry loves their platform. So I absolutely love Lily. And even though some people may be once again an expectation thing, last year they were at 634. They're currently at 967. They hit a high of 1133. Lily's not a company to get out of or short. Absolutely love.

[Troy]

Yes, we stand with Lily now. This is a company in the semiconductor space. Out of all the semis, I feel like it's the one that never gets spoken about. Really hasn't performed at the level as some of the others that we mentioned. Qualcomm, what's your thoughts around Qualcomm?

[Rashad]

It's underperformed, but it's still a solid company. And I'll say this too, if you're looking for, let's say you have a bunch of capital, three, four, five hundred thousand dollars, a million dollars, and you want a safe return. I would probably lean here. I would definitely have to wait for it to get to like 131 or 136 to be able to buy it. But even though it's underperformed, it's still a great company for sure.

[Troy]

So we got, we got a, a great company here, Qualcomm, one that I love. Coming up next, Caterpillar Ticker Cat. We talked about the, the turbine expansion and how they've adapted to the AI story saying, hey, this is our business and we're known for bulldozers, bulls and tractors and machinery, equipment. But here there's an opportunity in a space that is going to be leading the, the next growth of the, of the obviously of the United States economy. What's your thoughts around Caterpillar currently as at where it sits, One of the

[Rashad]

greatest companies ever in this era. Love, love, love, love, love. Probably you can argue in this list, probably is best of breed because even if the AR story goes away, there's still incredible value there. Just on the enterprise side. Love, love, love.

[Troy]

So we're good on that. Stellantis,

[Rashad]

Let me see. I want to be measured in my.

[Troy]

Takes deep breath.

[Rashad]

At this current time and my investment journey and philosophy, I would refrain from deploying capital into said corporation. Back to you, Charles. Shot.

[Troy]

Fair enough. Fair enough. All right. Now this one might surprise people. Company's been up 16. Well, 53% year to date. Was up 16 a day. Moderna, this is something that during the pandemic was front and center. Obviously has pulled down from those highs, but over the past year up 53%. What's your thoughts on Moderna currently as it stands?

[Rashad]

Moderna was one of my babies during COVID and like the babies that I had during COVID you can't come back. So no, it was great at the time. I love the time that we spent together, but it's time to move on. In order for me to replace Lily Moderna would have to be a better business. And if we're going to be very honest, it's not. They had a great run. There's a lot of scandal behind the company as well. So I know investors have been getting into it because it was at a cheap enough price, but do I think they'll get to back to those all time highs that they were at before? I don't ever think there'll be a 400, 497 stock ever again.

[Troy]

So yeah, we had a. We had a. It closed at 430 on September 24th of 2021 and we haven't come anywhere near that.

[Rashad]

In fact near.

[Troy]

It hasn't been over a hundred since early 2024. That, that chart is, is pretty alarming. All right.

[Rashad]

And in that healthcare space, they're not even talked about respectably, to be honest.

[Troy]

Yeah. All right. You know iceman's coming on May 15, right?

[Rashad]

Shout out to the boy Shout out to Benadon, Shout out to Gucci. Yeah.

[Troy]

World about to freeze over. So what's your thoughts around Universal Music Group?

[Rashad]

Don't love it. I'm gonna be very honest. If you want to play around and maybe have a couple thousand dollars in it, maybe. But I don't like to play with my money. I know Bill Ackman wants to make a bid, et cetera. I get there's great IP there. The music business overall is in decay and I would argue opposed to investing in them. Spotify is coming to an attractive point. Maybe if it falls to 335. I would rather buy Spotify than I would UMG. But shout out to the boy.

[Troy]

All right, all right, that's fair. That's fair. Yeah. I guess in this moment last week was a big mega cap earnings week but we've got some big important companies obviously. Uh, you just talked about Spotify, but Shopify reports before the market opens tomorrow AMD at close Lumentum Sandisk, which I said I am staying away from will be reporting. Um, I know we, they, they spoke about it when we were at Nvidia, which is interesting. But they report after close tomorrow resale, which we spoke about earlier tonight will be reporting and then Wednesday we got Disney, we got coherent which is in that AI story and, and maybe I'll unpack some stuff there. You spoke about arm. They're reporting on Wednesday as well. Uber is reporting app Lovin, which is one of these Companies, man, it's tough to get a gauge on but their ad business is pretty solid. Pretty solid. And then we got some of that data center that the core weaves, the Irins they're going to be reporting on the compute data center companies iron core weave on Thursday after close Coinbase will be reporting and Datadog and Wendy's shout out to Ice Spice. If we reported on Friday, Wendy's would never. Yeah. So if you don't have any of those on your on your list and here's how I say those companies because we've spoken about those companies. But does that mean you have to listen to all of their earnings reports? No. You can literally ask your chat. Hey.

[Rashad]

Yes chat call.

[Troy]

The things I'm looking for in the earnings report, can you report back to me on said metric? Whether it's future guidance, whether it's a revenue beat, whether it's earnings per share, all these things, partnerships, mergers, all the things that you can think of. I would have my prompts ready and fire away at the companies that I'm interested in that are definitely on my watch list and see is this opportune time. What's the future target price? Have analysts raised target price?

[Rashad]

Have they lowered more important?

[Troy]

Yeah. Is it outperform, is it underperform? Just all the things you can use to your advantage, you should use.

[Rashad]

I'll say this, quarterly earnings don't matter. Don't matter. Like for a great company a lot of times people try and play their earnings. You should the price projections over five or 10 years. That's what you need to know. A great company is not focused on quarter to quarter games that are being played. Do what you want but I'm telling you you shouldn't even have to worry. If you are in a company and you're worried about this upcoming earnings, you're not in a good company. You're not. But yeah, go to Claw, go to chat GPT quarter app. And also you can set up the task to tell you for the companies that are in your portfolio to give you a breakdown of the earnings every quarter when they come out anyway. So you can know know what the data is. Yeah but that's the interesting part. The companies that have been having killer quarters, they've been falling as a result.

[Troy]

Yeah, it's that Bill, it's perspective is key. Right. So most people will say oh my gosh, they after earnings it, you know, it trended down. Well what did it do the 60 days prior to that moment?

[Rashad]

Right.

[Troy]

That that will maybe will tell you the Story was that trend line going up or was it just kind of consolidating? Because that's what we've seen.

[Rashad]

Right.

[Troy]

When you see a Sandisk run up the way it did, when you see a Micron or even a Lumentum, the, the run that has been on, at some point it has to cool off.

[Rashad]

Right.

[Troy]

We, we actually need retracement so we can get better entry points so we can have long term investments.

[Rashad]

Yeah.

[Ian]

Before we leave, let's talk about Spirit Airlines.

[Troy]

Rest in peace.

[Rashad]

The interesting part though, while I agree there are some challenges as a low price leader, when I keep looking at the number of jobs that have been erased. So I think in this case it was 17,000. I do want to pose the question, do you think this is being done to further get rid of a bunch of jobs because they blocked a deal that would have allowed them to stay afloat and what does it say about the overall economy? And as a result, will travel and flight get more expensive?

[Ian]

Travel is definitely gonna get more expensive. Just saw a screenshot where gas was, was $6 a gallon or something like that.

[Troy]

Yeah.

[Rashad]

So Chicago.

[Troy]

No, I'd played that earlier thing was 145.

[Ian]

So I mean especially, you know, this, this situations with Iran is still not fully right. Who knows which direction is going to go in. UAE just left opec. Now they saying Dubai is under attack from. There's a lot of volatility that's still going on. So you know, the good thing with Spirit is that they did help keep prices down because they were so low. So you kind of had to stay in at least some level of range.

[Rashad]

Yeah.

[Ian]

Now they're going to Frontier. I don't know what Frontier is doing these days. So, you know, there used to be a variety of these different low budget airlines. Frontier, Spirit, it's a few of them. But JetBlue started as a, as a discount airline and then they grew in, and then they grew into a major airline. So I think it speaks a lot about the times that we're in for sure. But you know, even flights in Africa is crazy. You know, coming back a flight, a coach flight from Kenya to Ghana is $2,000 to fly coach, flying first class. You know, you're looking at five digits easily. So easily.

[Rashad]

And way less availability too. Yeah.

[Troy]

As more people are looking at the continent as an opportunity, you're starting to see those prices become a situation where, hey, we may not be able to go back. Right. Or how can we go back?

[Ian]

But it's all over though. New York, New York to LA, NY to San Francisco. We just came from San Francisco.

[Troy]

That's crazy.

[Ian]

First class flight. A first class flight from New York to San Francisco is what, like 6,000, $7,000, 7, 500. We've been 75, 7, 7, 7. Almost $8,000, let's say $8,000 to fly from New York to San Francisco, first class. I mean it's, it's, it's real. It's crazy.

[Troy]

Yeah. I was talking to some of the guys about when they used to travel back and forth because a lot of guys, they said like, we'll send, they got sent home to Africa during the summer and that was something that the whole family can go on. Right. And if you're Talking about economy, $2,000 a ticket, that's not a whole family that's going anymore. That, that, that lessons, that return time back and forth. So then you get disconnected from some of the things that happen if you don't continue to go back. That's what, that's what we facing, man. We gotta. And I just saw a Ghana announced that they're going to be bringing Ghana Airways back. They're working that out. They, I think they got stopped it in 2004, but they're bringing it back in the next a year or so. So that, that's encouraging. Having their own airways helps some of that.

[Ian]

That's good.

[Troy]

Yeah.

[Rashad]

Yeah. Just like they made concerts and sporting events a luxury ticket. I, I definitely see where they're causing a divide in classism at a greater level where travel is going to be a thing that is for the halves only in the next five or six years. International travel is insane.

[Troy]

That's why the consolidation is something we got to watch. So when United said, hey, let's put in a bid for, for American Airlines, it's like, wait, huh?

[Rashad]

Yep. If they compress, prices are gonna go up. Yep.

[Troy]

Yeah. So watch out for mergers like that. Yeah. If, if they wanted to save spirit, they could have. The fact that they didn't tells you they could have.

[Rashad]

They didn't want to.

[Troy]

They didn't want it.

[Rashad]

They didn't want to. Sad, man. Thoughts and prayers to everybody who lost a job there. People were stranded. Like just even the management of how it was done, that's a barbaric time economically. Once again, that's gdp. One of the highest races being our gdp. Just the servicing of debt is the highest that it's been and what, 80 years. It's, it's crazy. It is crazy.

[Troy]

Yeah.

[Rashad]

Shout out to Adam back,

[Troy]

Hey, who's that. All right, before we go, we got. We have to do this because we all came from a woman, got our name from our woman, and I came from a woman. Happy Mother's Day in advance to all the mothers this Sunday. We love all of you. Thank you for, for being who you are to our lives. Obviously. My mom, Chai's mom, his mom. Thank you so much. Happy Mother's Day to all the mothers out there in advance. Happy birthday to my sister in law. Her birthday is actually Thursday. Kenya, her birthday is Thursday as well. Happy birthday to them all. Taurus, we understand it's your season. We understand it and we're going to wish you a happy birthday in advance. Happy birthday. Happy Mother's Day. Love is love.

[Ian]

Somebody said, can you guys link with Andrew Tate? I know it's a brand risk, but the guy is super wealthy, influential and Blackish.

[Troy]

Blackish.

[Rashad]

You know what the funny part is? Shout out to my guy Bernard who tried to connect us. Remember I sent you that text last summer about Invest fest? He cool with Andrew? I was. Not at this time. Not at this time. Mitigation of risk.

[Troy]

Who, who's that?

[Rashad]

Mitigation of risk. And also it's a great brand lesson too. You have to. When, when you. When you. I'm gonna do the shot. When you are building your business, you need to see what are the hit list. All jokes aside of topics that the government deems to be a terroristic threat. There's a realist, like if you, if you look at Netflix and see that, that red pill, anti red pill documentary. There are topics that if you talk about too much, you get flagged as an enemy of the state. And there's some topics you may not think are detrimental to a society, but the government may deem them that way. So mitigation of risk is really important. Even one selection home to collaborate with.

[Ian]

Indeed, indeed, that is a fact. Blackout, 9 o' clock Eastern standard time. We got a lot to talk about. It's a lot going on. Thursday at 12 o' clock we got the legend himself, Jermaine Dupree for earn your leisure. 12 o' clock Eastern Standard Time. Man, there's so much stuff going on. Eyl University flash deal. 3 year access, 20 slots. 20 slots only. First come first serve choice options classes next Thursday and we got an H Vac class. I'm really excited about this H Vac thing. I'm gonna. I think I'm actually gonna try to watch the class myself, actually.

[Troy]

There you go.

[Ian]

So when's it, when's the next red

[Rashad]

panda call the fourth Sunday. So May 24, 4pm Central. And I have to give a special shout out thank you to all the consultants who gave me and Shotty great ideas to move the brand forward. I appreciate you.

[Ian]

Appreciate you so much, man. Like I said, you know, haters is your marketing team. But on a serious note, you know, I wanna, I wanna, I wanna thank that brother. Cause, man, this was a great marketing campaign. Wouldn't have been possible without you.

[Troy]

Stay low key. Firing y'.

[Rashad]

All.

[Troy]

And you. This goes out to you.

[Ian]

And I owe it all to you.

[Troy]

This goes out to you and you.

[Ian]

I had the time of my life and I owe it all.

[Rashad]

Wow.

[Troy]

Read every day.

[Rashad]

Read 50 pages a day before you go to Central Park. Get you a little newspaper like I'm doing right now.

[Troy]

Yo, y' all be good. Call somebody, text somebody, check in on somebody. Check in on your loved ones. You never know what one phone call could do. Love is love. We appreciate you all. And again, happy Mother's Day to all the mothers out there. Hug, kiss.

[Rashad]

Order your gifts tonight. Before y' all forget. Yeah, don't go to the little grocery store when all the men be piled up around the cards and flowers last minute.

[Troy]

If you're from where we from, man, let's. Let's try to go somewhere other than City Island.

[Ian]

Yeah, well, every day is Mother's Day.

[Troy]

Can we.

[Ian]

Every day, can we please. Every day is Mother's Day.

[Troy]

Yeah, we know that.

[Ian]

Every day is Mother's Day.

[Troy]

We know that. Yeah, please, let's, let's try to. Let's add some variety to what we doing for our mothers, man. Y' all be good. Love is love. We out. Peace.

[Ian]

Appreciate you.

[Capital Group Announcer]

In a world full of noise, long term thinking stands out. On the Capital Ideas podcast, Capital Group leaders explore the decisions that matter most in investing, leadership, and life. It's a rare look inside a firm that's been helping people pursue their financial goals for more than 90 years. Listen to the Capital Ideas podcast from Capital Group, published by Capital Client Group, Inc.

[Troy]

Mom, can you tell me a story?

[Capital Group Announcer]

Sure. Once upon a time, a mom needed a new car. Was she brave? She was tired mostly. But she went to Carvana.com and found a great car at a great price. No secret treasure map required.

[Troy]

Did you have to fight a dragon?

[Capital Group Announcer]

Nope. She bought it 100% online from her bed, actually.

[Troy]

Was it scary?

[Capital Group Announcer]

Honey, it was as unscary as car buying could be. Did the car have a sunroof? It did, actually. Okay, good story. Car buying. You'll want to tell stories about. Buy your car today on Carvana. Delivery fees may apply.