What We Learned from Nvidia & Meta: Top Stocks to Buy, & The Next Tech That Will Change Everything

Summary

Market Mondays: Episode Summary Episode Title: What We Learned from Nvidia & Meta: Top Stocks to Buy, & The Next Tech That Will Change Everything
Release Date: March 25, 2025
Host: EYL Network (Rashad Bilal and Ian Dunlap)
Guest: Troy Millings

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Introduction

In this episode of Market Mondays, hosts Rashad Bilal and Ian Dunlap, alongside guest Troy Millings, delve into the latest insights from industry giants Nvidia and Meta (formerly Facebook). They explore top stock recommendations, emerging technologies poised to revolutionize various sectors, and provide actionable investment strategies. The conversation is punctuated with lively interactions, shoutouts to community members, and reflections on recent market events.

Special Episodes and Community Updates

The hosts begin by acknowledging their audience and giving shoutouts to active community members and special guests. They highlight Episode 11 of Earn Your Leisure, which revisits insights from Derek Falcon, a restaurateur whose business blueprint became a cult classic. The conversation underscores the importance of community engagement and the evolution of relationships formed through past episodes.

Notable Quote:

• Rashad Bilal [00:17]: "It's been a trying day, but we are here with the people."

Top Stock Picks: Visa, Tesla, Lockheed Martin, Cava, FedEx, Micron

Ian Dunlap shares his top five stock picks, emphasizing companies with strong market positions and growth potential:

1. Visa - Recognized for its stability and undervaluation compared to its market presence.
2. FedEx - Highlighted for its consistent performance.
3. Tesla - Despite recent volatility, expected to recover and continue its upward trajectory.
4. Lockheed Martin - Dominates the defense sector with anticipated growth driven by global conflict dynamics.
5. Cava - A solid fast-casual Mediterranean chain poised for continued expansion.

Rashad Bilal concurs with a similar list, adding Micron as his sixth pick due to its strong performance and future prospects.

Notable Quote:

• Ian Dunlap [08:13]: "Visa is probably the most stable company of the big tech that does not get talked about enough."

Trading Strategies: Building an Edge, Importance of Reading, Market Indicators

The discussion shifts to essential trading strategies. Ian Dunlap emphasizes the importance of developing a unique edge in the market by combining traditional indicators like the 200-day moving average with personalized entry and exit points. Rashad Bilal adds that daily reading and staying informed about specific companies are crucial for making informed investment decisions.

Rashad Balil's Approach:

• Reads multiple publications daily: Wall Street Journal, Bloomberg, Seeking Alpha, etc.
• Focuses on companies he’s invested in to understand their developments and market movements.

Notable Quotes:

• Ian Dunlap [12:40]: "You have to have an entry point and exit point that many people don't use."
• Rashad Bilal [14:37]: "Make it relatable, make it real. Lead by demonstration."

Insights from Nvidia and Meta Conferences: AI, Robotics, Quantum Computing

The core of the episode revolves around the hosts' experiences at the Nvidia and Meta conferences. They discuss Jensen Huang’s (Nvidia CEO) focus on physical AI and robotics, highlighting the integration of advanced AI into everyday environments. The conversation covers the potential of Blackwell Ultra, Nvidia’s upcoming GPU technology, and its implications for AI and machine learning.

Key Takeaways:

• Physical AI & Robotics: Nvidia is pioneering advancements in robotics, aiming to integrate AI seamlessly into environments.
• Quantum Computing: Discussions on the rapid advancements and shorter timelines than previously anticipated.
• Market Dominance: Nvidia's strategic partnerships and technological advancements position it as a pivotal player in the tech landscape.

Notable Quotes:

• Troy Millings [19:22]: "Artificial intelligence as we know it today... the next iteration of AI is a rational thought process."
• Ian Dunlap [46:01]: "Nvidia is probably the most important company in America right now, tenfold because they're the catalyst and the driver to help every other Fortune 500 company be better."

The Future of AI: Job Replacement and Technological Gap

The hosts express concerns about AI's potential to replace jobs, particularly in sectors like driving and professional services. They discuss the societal impact of AI advancements, emphasizing the widening technological and information gaps.

Key Points:

• Autonomous Vehicles: AI-driven vehicles could eliminate millions of driving jobs globally.
• Professional Services: AI agents are being integrated into firms like Deloitte and PwC, potentially reducing the need for human roles.
• Educational Disparities: While China is advancing rapidly in AI education, the U.S. lags, exacerbating the technological divide.

Notable Quotes:

• Troy Millings [39:01]: "Autonomous driving... nothing."
• Rashad Bilal [60:27]: "There's no coming back from that. The information gap and the technological gap."

Invest Fest Announcement

The episode features an announcement for Invest Fest, scheduled for August 22nd to 24th in Atlanta, Georgia. Described as the "biggest business event on planet Earth," Invest Fest aims to focus on technology, entrepreneurship, and investing, addressing the critical need for community involvement in AI and tech advancements.

Notable Quotes:

• Troy Millings [20:29]: "Invest Fest... a legendary moment for the culture."
• Ian Dunlap [21:01]: "Year five, reflection point."

Conclusion and Closing Remarks

In their closing remarks, the hosts reiterate the urgency of embracing technological advancements and educating the community to bridge the existing gaps. They emphasize the importance of investing in leading tech companies like Nvidia to capitalize on market opportunities and drive financial freedom.

Final Thoughts:

• Investment Education: Encouraging listeners to educate themselves and lead by example.
• Community Building: Stressing the role of community in staying informed and adapting to technological changes.
• Actionable Advice: Urging listeners to join investment clubs and participate in events like Invest Fest for deeper engagement.

Notable Quotes:

• Rashad Bilal [88:09]: "Make it relatable, make it real. Lead by demonstration."
• Ian Dunlap [94:52]: "It's over. I hate to report the news, but it's over."

Notable Quotes with Timestamps

• Rashad Bilal [00:17]: "It's been a trying day, but we are here with the people."
• Ian Dunlap [08:13]: "Visa is probably the most stable company of the big tech that does not get talked about enough."
• Troy Millings [19:22]: "Artificial intelligence as we know it today... the next iteration of AI is a rational thought process."
• Ian Dunlap [46:01]: "Nvidia is probably the most important company in America right now, tenfold..."
• Rashad Bilal [60:27]: "There's no coming back from that. The information gap and the technological gap."

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This episode of Market Mondays offers a deep dive into the current tech landscape, investment strategies, and the looming impact of AI on society and the job market. By highlighting the strategic importance of companies like Nvidia and emphasizing the need for continuous education and community engagement, Rashad Bilal, Ian Dunlap, and Troy Millings provide listeners with valuable insights to navigate the evolving financial and technological arenas.

Transcript

[Rashad Bilal]

Yeah. Yeah. Welcome in. Welcome in. Happy Monday, everyone. It is the 24th of March and we are here. Thank God.

[Ian Dunlap]

And we're alive.

[Rashad Bilal]

Praise now. Praise God, man.

[Ian Dunlap]

Praise God. Yes. I was worried.

[Rashad Bilal]

It's been a trying today, but we are here with the people, man. We. We made it. Most important. That's the most important thing. And I'm happy that everybody is here with us. Shout out to everybody in the chat. I see y'all. I saw somebody was in here at 7:26. Said, I can't wait. We ready.

[Ian Dunlap]

Okay.

[Rashad Bilal]

We are ready. And so are we. So are we, man. How you feeling, Ian?

[Ian Dunlap]

Amazing. Happy to be here. Glad y'all made it safely. I know y'all had to go make a little trip, you know what I mean?

[Rashad Bilal]

Quick detour.

[Ian Dunlap]

Yeah, real quick. Go check on this meal. Something.

[Troy Millings]

That's a fact. This is. This is live, ladies and gentlemen.

[Rashad Bilal]

This is.

[Troy Millings]

This is live. So if you're interested. I know you know, there's a strong contingent of people.

[Rashad Bilal]

It's live. Yeah.

[Ian Dunlap]

What difference will make, though, if the information fire?

[Rashad Bilal]

That's what I.

[Troy Millings]

What difference do it make? Listen to the tape.

[Ian Dunlap]

Big facts. That's a fact.

[Troy Millings]

That's. That's the j. They said what difference do the locks assigned to? What difference do it make? Listen to the tape. Just listen to the information. Live. Pre recorded. That's a fact. But this is live.

[Ian Dunlap]

Justin, call us again. Ain't gonna be no more lives. I'm telling you that.

[Rashad Bilal]

Yo.

[Ian Dunlap]

What? Ultra Blackwell.

[Rashad Bilal]

What?

[Ian Dunlap]

Lots to talk about. Robotics. A lot to talk about.

[Rashad Bilal]

They said we going ultra black.

[Troy Millings]

That's a fact.

[Rashad Bilal]

Yeah, yeah, yeah.

[Troy Millings]

All right, let's. Let's get into it. First and foremost, talk about it. Thank you to the good folks at Nvidia and madam, we'll talk about that later on. But he was out there last week. I shout out to EWI University was in Atlanta this weekend, and we have a special episode. Well, blackout. This week is going to be good. We got Tamika Mallory. Shout out to her.

[Rashad Bilal]

Shout out to her.

[Troy Millings]

That's gonna be good.

[Rashad Bilal]

Booked out.

[Troy Millings]

Spicy conversation.

[Rashad Bilal]

Yeah. Yeah.

[Troy Millings]

And then for Earn your Leisure especially, we got a special episode, episode 11, that. That changed everything for us as far as. If you. If you're OG listener. Episode 11 is when we had a gentleman from Baltimore, Derek Falcon, restaurateur.

[Rashad Bilal]

Yep.

[Troy Millings]

He was the first one that came on that really broke down his business blueprint and talked about the numbers. And it was. It's a cult classic. And he's become like a cultural, like, folk hero. Like if you know, like if you know, you know, type thing. So we revisited the situation. He, he changed. He's in New York City now. He got a donut empire, him and his partner Zody. So we revisited the conversation almost six years later from the classic episode Part two. Yeah, Part two. We caught up with.

[Ian Dunlap]

Wow. Thomas. Yeah.

[Rashad Bilal]

So six years to the day, we actually did the episode and it was great to watch that. Obviously, you know, sometimes we do episodes with people and brotherhoods and friendships are birthed from that. Obviously what we have with you as well. Derek is one of those people and he hasn't come back to be have his own episode. He's done Eyl University. He was at our book stop in New York and people just are blown away every time he speaks. But to watch the evolution has just been incredible behind the scenes. And so now you get to share with the world. And he got some, he got some stuff he's cooking up to. So it's definitely a special moment. Definitely for us. We always say that that won't change everything on how we did earn your leisure. So to hear where he's at now, it's gonna be a special one.

[Troy Millings]

Salute to Derek. So check that out. Thursday at 6:00 and somebody asked, do we have a discord? We earn your leisure does not have discord. So if you get a, if you get a DM or if you get.

[Ian Dunlap]

All your Bitcoin, it's on you, not us.

[Troy Millings]

We don't, we don't have a WhatsApp group chat. We don't have a discord.

[Ian Dunlap]

I don't have a backup Instagram.

[Troy Millings]

Please do not get scammed. Only thing that we have outside of this Eyl University. That's official. EYO University is official. But the Earn your leisure discord. Earn your leisure WhatsApp group chat. Earn your like all of that stuff. Scam. That's all scam and fraud. So join EY University if you're interested in, in more hands on education. But yeah, no discord, no WhatsApp.

[Rashad Bilal]

Yeah, shout out to them. They just had a meeting right before this, the investing group right before we came on. So shout out to them.

[Troy Millings]

Shout out to E1 University.

[Rashad Bilal]

All the earners in there.

[Troy Millings]

Ian, any announcements you would like to make?

[Ian Dunlap]

Yeah, shout out to everybody who joined Red Panda in the last couple weeks. I love you. Telegram's been on fire. I went back and looked the last three months. I'm averaging like seven posts a day. So I'm bringing you all a lot of breaking news. If you didn't join. Price will be going up in June. Go to ianvest.com if you want to get rich from the market. If I made you money, please put yes in chat.

[Rashad Bilal]

Yeah, let's see those yeses in chat.

[Ian Dunlap]

That. That's what matters the most. If I told you around the time Tesla will start to bounce up, when Nvidia will start to go up, put yes in chat if you want to get rich from the market and never have to guess where to get in, join the Red Panda family. I appreciate you. Stock club call will be this Wednesday at 9pm Central. I love y'all. And let's have an amazing show. Shout out to everybody at Nvidia Meta. Shout out to all you who's making review videos three years ago and you dead as a door knob. My boy. He forgives you for, you know, not what you do.

[Rashad Bilal]

Please, we spoke about this.

[Ian Dunlap]

If you're not in that trillionaire Club, I don't even want to hear it.

[Rashad Bilal]

Please. They can't talk like we talk because they ain't been where we've been. Yeah. Yo, Derek. And who else? My man Jamal. No, there. What he's saying is true. There. There is no discord. That's true. I'm sorry if you. Somebody solicited you from that. That's not us.

[Ian Dunlap]

Shout out to Derek Falcon, too. When I was first getting ready for the interview, he had me stressed. I'm like, wait. Put up 68 points and 35 minutes of car.

[Rashad Bilal]

Hey.

[Ian Dunlap]

I was worried.

[Troy Millings]

So.

[Ian Dunlap]

Shout out to Derek. Had me get my little rhyme book together. Getting ready for the interview. So I'm excited for this one this week.

[Rashad Bilal]

Yeah, that was the prerequisite. Used to send people before.

[Troy Millings]

That's a fact.

[Rashad Bilal]

For sure. What should I prepare myself for? Here, here's the episode. Use that as.

[Ian Dunlap]

I'm like, I don't know if I can live up to this. Like, she's like, no, I just think if you just talk. I'm like, all right. Derek killed it, boy.

[Rashad Bilal]

Shout out to. Shout out to Claudia. Yes. We do have a Patreon. We put the ad free audio in there. That is true, Claudia. Yes. Yes. All right, here's our disclaimer. Do your own research. Shout out to everybody in Red Panda. Shout out to everybody in Eylu. Shout out to everybody that's here tonight with us. Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own own personal circumstances. You should take independent financial advice from a professional in connection with or independently research and verify any information that you find on our show and which to rely upon, whether for the purpose of making an investment decision or otherwise continue to do the research, share the research, Build love, Build community.

[Ian Dunlap]

Yes.

[Rashad Bilal]

Build your account. Love is love. You know how we do. Love is love.

[Troy Millings]

Oh, we're gonna talk about that a little bit.

[Rashad Bilal]

Happy birthdays. Happy birthday, my man Ken. Shout out to a day one earner. Shout out to Detroit. What up, though?

[Ian Dunlap]

Oh, it's birthday, my brother.

[Rashad Bilal]

It was Ken's birthday this weekend. That is, my God. Shout out to him. I mean, just a genuine dude was always willing to help out in any facet form or facet. So shout out to him. And shout out to my man bd. He was with BD yesterday. I know it's the missus's birthday, so he probably tuned in. Maybe now he's at dinner. But shout out to child to Brady. Happy birthday.

[Troy Millings]

Salute. Salute. Okay, if you had to make a starting five out of these stocks, who would start Visa, Tesla, Azak, Boeing via STAT, FedEx, Lockheed Martin, DG and Kava.

[Ian Dunlap]

Okay, I know some of y'all tired of Apple and Microsoft and I'm tired of Apple too. Shout out to everybody at hq. These are my thoughts and my thoughts only. But with, well, I'll do fifth. At number five, I'm going to draft Cava, Chipotle. I don't know why when they were available, you didn't acquire them. I think it would have been a great addition to the brand. I will not say Cava's the new Chipotle because anytime I said something's the new something didn't work out. But Cava's really solid at number five. Number four, I'm going to go with Lockheed Martin. Until Anderil goes public, they have pole position in that defense space. Even though Trump is texting out the plans for war to journalists at the source. War is going to be an important factor over the next four or five years and Lockheed is going to lead that group. At number three, I have Tesla. Despite Elon and Kanye's group chat going crazy this weekend, Tesla made a bounce today and I think they will recover over the next two years, even though him and the Vice President of the United States are not getting along right now. Number two, FedEx. And then number one, I think is probably the most stable company of the big tech that does not get talked about enough. And that would be Visa. So I would DO Visa. Number one, FedEx. Two Tesla three, Lockheed number four, and Cava at number five.

[Troy Millings]

Sorry.

[Ian Dunlap]

Sorry.

[Rashad Bilal]

Solid five. I think I have the same five. I'm gonna throw. If I had a six. Man of the Year. Okay, you got a six minute, would you. You have one or. I'm gonna throw one out there. Just in.

[Ian Dunlap]

Just because.

[Rashad Bilal]

Because I. Like I said, when we agree with each other, it's like. It's not really fun. So we. I gotta throw, like a little curveball here. But Visa, I love that we've been in that position for a while. Cava, y'all know, I love. I actually am having that for dinner tonight. And I spoke about this in the class a couple weeks ago about Cava and some of the pullbacks that we've seen, how much each store is bringing in. There is probably going to be a slight downturn in the near future for it just because of all the federal workers and the uncertainty around federal work. The locations of a lot of, I think a quarter of Kava stores in that D.C. dMV area. So that's something to keep in mind. But there's still growth. They're still having more stores. I think they're up to over 347, which shows that there's still growth. Like you said, there was an opportunity for. For Chipotle to potentially acquire them. They didn't. And then they tried to get a Mediterranean fast casual. And that hasn't worked out well for them either. But still love Cava, so that's a solid five. If I had to put one based on the things that I saw over the past week.

[Ian Dunlap]

Okay.

[Rashad Bilal]

I'm still putting Micron in my. In my. My six man of the Year.

[Ian Dunlap]

Oh, outside. Okay.

[Rashad Bilal]

Yeah, yeah, yeah. Outside of this. And I know, like Troy, like, you're still talking Micron. You're still talking Micron. I'll explain it later. But after what I saw this week and based on what they showed on their earnings report last Thursday, I'm still put. That's gonna be my sixth man of the Year. We're not. We're not moving from there.

[Ian Dunlap]

I hate to agree with you, but I'm not mad at it. And low key. After we had a talk with the brothers of Super Micro, maybe the seventh or eighth spot. But Micron, I agree with a thousand percent. And it's interesting that Chipotle didn't acquire Kava, given their origin story of McDonald's having ownership of them and then McDonald's letting them go for whatever reason. So they kind of made the same mistake that McDonald's did back in the day. But I'm not mad at the Micron take. And gotta be fair, Micron's better than AMD right now on a performance basis.

[Rashad Bilal]

So yeah, today, they had a good day today. And Derek. No, Derek said, what about TSM there? We're talking about outside of the, the ones outside of the. Yeah, yeah. Outside of the regulars. We know junior varsity. This is like the NCAA tournament. This ain't like the league like.

[Troy Millings]

Yeah, yeah, okay.

[Ian Dunlap]

So.

[Troy Millings]

All right, good question. Let's go to this. What are two to three things every trader must execute every single day to have a competitive advantage and become more successful?

[Ian Dunlap]

I think there's a lot of talk about indicators but not enough conversation around building an edge that only you have in the market. I've given 72, of course, the 200 day, 420 day moving average. But you have to have an entry point and exit point how to get in and out that many people don't use. And I've told people before, please write this down on. So I have like two screens of course, like one, two monitors. My primary monitor is my setup only. My second monitor is the setups that everyone else will use. Volume profile, the 20, the 5, the 21, the AEMA 200 EMA volume profile, standard Fibonacci retracements. Because I want to see where I can pick apart where you're going. So it's like watching tape on another player. A lot of times too many traders know where they want to get in, but they don't see where the liquidity is or the mistakes and other traders moves. And then number two, given we are in a more volatile condition, what is a target that you're going to use for a volatile market? Take advantage of the upswing and the downswing. I think most of the bounce or the downside is over for the time being unless he announces that he's going to be tariff man again. But somebody called him over the weekend and said, hey man, ease up. And now he's easing some of that tariff pressure on other countries. Interesting to say the least. But given when we are in a more volatile market, what target are you going to use? And then also going back to that stock market almanac knowing. So like this time of the year is when the money from the hedge fund starts to flow in. We have a new month for futures expiration that just started today and you can see whether we had a push up. So just knowing all of that data in combination, I think that's what you have to do. To be able to get an edge in today's market. But what do you think?

[Rashad Bilal]

I'll add something that sounds very simplistic but most people won't do. And that's Reed. Every day.

[Troy Millings]

Thank you.

[Rashad Bilal]

Literally every day. The first thing I'm doing when I wake up is reading. I'm not like talking about reading captions on Instagram. Like, literally, I have 20 different publications that I'm reading and I'm not reading for every company. This is what we talk about, focusing on the companies that you're interested in, that you're invested in. So every day I'm reading about those companies to see what's happening, what the new developments are. Are they pullbacks? Are they new type of initiatives that they're looking to launch? Always, Always and forever. I'm reading because that's why I find the information. A lot of times people like, where'd you get all that information? I was reading.

[Ian Dunlap]

Digesting information.

[Rashad Bilal]

Yep, digesting it. And so it's vitally important. Like I said, you don't want to look for every single company. I mean, that would be a lot of time and you probably would like, overindulge in information.

[Ian Dunlap]

Yeah.

[Rashad Bilal]

But when it comes to specific companies, the TSMs of the world, Nvidia's of the world, Microns of the world, the Cabas of the world, I'm locked into those companies because I'm investing in those companies. So I want to know what's happening. I want to see how the company's moving. Because I might say, hey, I'm in a position now, but there's an opportunity for some more long term positions for me to get in. So when we see pullbacks like we did over the past couple weeks, like, yeah, I still believe in this company long term. When people ask me, I got to tell them why. Here's why. This is what I'm seeing. This is what I'm looking at. Shout out to my man. He just DM me like, hey, we ran into each other in the airport and I was like, he's like, yo, your conversation really inspired me. I doubled down on some of those positions we talked about. That's what it's about, man. It's about reading, gathering information, deciphering information, and then being able to explain that information to anybody, to your community and to your friends and family so that they can get the knowledge as well. And then hopefully that's being transferable. I'm getting information back so I could use that.

[Ian Dunlap]

But read, man, what publications? Wall Street Journal. Get the physical Paper delivered and Barons. And you'll be fine, of course, cnbc. But if you tune in the market, I'm. Be real. Most publications aren't telling you what price point to get in. I don't want to make any war between any other shows. But man, we make it so easy for you to give you the information, tell you where to get in, where to get out, which companies to stay away from. But Wall Street Journal paper and the Barons. Weekend edition Fire.

[Rashad Bilal]

Yeah, Baron. Baron's good. Seeking Alpha is good. Zach's. I. I used. Who else you said? Wall Street Journal, Bloomberg. I'm. I'm doing Fox Business. I'm doing anything that I think I could find information from. And I used to do that with the intent of knowing that people wouldn't do it right. I would wake up at 5:30 just to read them all because I figured by the time you go to work, you're not going to read at all for sure. And now I'm. We're getting to the point where I had a conversation the other day and like, yo, Troy, what's the next move? I'm like, we already talked about the next move, but what's your plan? Like, my plan is your plan. I'm like, yep, well, that's. Well, that's my plan. He's like, no, my plan is your plan. I'm like, all right, we got to do more explaining so that people like, yes, they can hear what we're saying. They can come up with a plan and they might have some audibles inside it to say like, this is what works for me. But yeah, it starts. The fundamental part starts with reading and educating yourself every day.

[Ian Dunlap]

Yep. Barons every day. I don't know who they've added to their team.

[Rashad Bilal]

I'll be honest, that. That didn't. There might be a class on bar chart coming up. I've started to use that a little bit more than I had in the past just because the amount of research that's on it. I didn't even realize it when I first started using it, but over the past month or two, I'm like, damn, this has pretty much everything in the same place. Bar chart is a. Definitely a. A dope one. Yeah.

[Ian Dunlap]

Tradingview.com there's some indicate like if you want a moon phase indicator and a couple other things. Trading View is a great resource to use for sure. Share with five friends.

[Troy Millings]

Hit the like button and share, please. Okay. Speaking of that. So, okay, so here's the deal, ladies and gentlemen. There's a time in life where You. You. Some. Some people transcend. Some people transcend. Right. Shout out to Charlemagne. He. He. He. He asked me to speak about some things. So, you know, there's transcending moments in life. Like, there's influencers who have influence.

[Ian Dunlap]

Hello.

[Troy Millings]

And then there's transcenders.

[Ian Dunlap]

Hello.

[Troy Millings]

You deserve to be rich. New York Times bestseller, by the way. The game is over. We have transcended. We will talk about our journey to Nvidia headquarters. Talk about our journey to Meta headquarters.

[Ian Dunlap]

Classic building. Never been there. You haven't.

[Rashad Bilal]

Same day for sure.

[Troy Millings]

Oh, we don't do no crowdfunding. Ghana is not crowdfunding. It's a real estate development. There's levels. Ladies and gentlemen, for the record. For the record, just so we're.

[Ian Dunlap]

These bullets are just for a few people.

[Rashad Bilal]

That needs to be said, though, just.

[Troy Millings]

So we're clear, it's not a 500. Crowdfunding.

[Rashad Bilal]

Yeah. Shout out to the guys. And everywhere we go, that's the talk of the town. Keep going. Shot.

[Troy Millings]

But we love everybody. But with the. With the. With the transition. Year five Cinco, biggest business event on planet Earth. Invest Fest legendary. August 22nd to August 24th in Atlanta, Georgia.

[Ian Dunlap]

What a time.

[Troy Millings]

Big. This will be the best year. I. I'm going out on the limb and saying that.

[Ian Dunlap]

Listen, I'm so excited. Shout to Elwin. I talk to. Shout to Ty. I'm starting to prepare on a presentation in May. Normally I wait till July. No, no, no, no, no, no. Year is too important. I've always told y'all, hold for five years. This applies to this, too. Year five. Year five, reflection point.

[Troy Millings]

Reflection.

[Rashad Bilal]

That's a fact.

[Troy Millings]

Reflection point. That is a fact.

[Ian Dunlap]

So after seeing Jensen on stage.

[Troy Millings]

That's a fact. Very inspirational. Very inspirational. So year five, we back Atlanta for the people. That saying, like, why are you going to Atlanta? You know, it's become a cultural important moment for Atlanta. And one of the things with business is that it's called if it's not broke, don't fix it. And you. You get to get better over the course of time when you're actually familiar with the situation. So every year, shout out to gwcc. We got. We had a meeting with them. They're great staff. Great. Now you pick up different things, you learn different things. So, you know, it's a reason why ESSENCE doesn't leave New Orleans or Coachella doesn't leave Coachella.

[Ian Dunlap]

I tried to get him to come to Houston, y'all. It didn't work.

[Troy Millings]

But Red Panda does have a discount code. Hello. If you're in Red Panda, there's a discount code for Red Panda. But if you want to buy your tickets, pre. Pre sale tickets right now, like I said, Year 5 is going to be one of the ones Give back is going to be crazy. This is. This. This is. This is. This is the legendary moment for the culture. Investfest.com. you get your tickets, you can get your. Your vendor booths and.

[Rashad Bilal]

Yeah.

[Troy Millings]

It's called Transcend.

[Rashad Bilal]

Yeah.

[Ian Dunlap]

Would you like to discuss who may be there? Have to ask for the audience.

[Rashad Bilal]

We didn't even tell you this. No, no, no, no. Listen, we've been cooking already. You know that. But we had a phone call today. We'll talk about that another time.

[Ian Dunlap]

Gotcha.

[Rashad Bilal]

But no, it's important because it's.

[Troy Millings]

You know what?

[Rashad Bilal]

It's always a challenge, right? Like, people always say, like, who could they have next? Or what could they do next? And it's always like that sits with you for like the entire year. So like August 27, you're like, this one was great. How can we make it better? And so you just think about how it'll make it better. Right? From a logistics standpoint, from participant standpoint, from an ownership standpoint, how do we make this thing better? And we hit on some key points we had. Like you said, we was in Atlanta today going over what we can do better, and the team is on board. But expect the unexpected. Expect the unexpected. Yeah, for sure.

[Troy Millings]

Yes. Jamar.

[Ian Dunlap]

Michael Sailor.

[Rashad Bilal]

Expect the unexpected.

[Troy Millings]

Shoshi Nakamoto.

[Rashad Bilal]

We found him.

[Troy Millings]

We'll be in the building. Langley, we'll be in the building. Jamar. Shoot me a dm. I can answer that question. Shoot me a dm. My personal dm. Okay. All right. Invest Fest. Get your tickets, ladies and gentlemen.

[Rashad Bilal]

Yeah.

[Troy Millings]

Invest Fest.com. speaking of. Shytoshi Nakamoto, XRP. Finally, the day has come. It looks like that case is getting dropped. So what does this mean for XRP and the XRP army?

[Ian Dunlap]

Shout out to everybody in xrp. XRP Army. The case is finally won. Thank you for being long term investors. I'm very proud of you. Hopefully they can have some integration inside of the banks. I'm not sure. I haven't got any intel on which ones. But now that the case is over and they've been suppressed forever, maybe a Van Eck or a Piper can do what BlackRock did to Bitcoin and find a way to use that asset to integrate it into the centralized banks. So you are going to see more massive adoption. I think all the predictions of XRP going to 25000 and all that. I don't believe it's ridiculous.

[Rashad Bilal]

Ridiculous.

[Ian Dunlap]

Shout out to anyone who's done that. I rock with everybody. I have nothing but love in my heart. They ammo But I don't think it's getting 25000 and no lifetime so. But I mean could I see it going up to five bucks or seven bucks for sure. But I do think that they were suppressed and as a result other coins took off and got bigger market caps and I don't know if you can capture recapture the flame that they had five or six years ago.

[Rashad Bilal]

Yeah.

[Ian Dunlap]

So don't. When y'all do your little think pieces don't. Don't put me in them.

[Rashad Bilal]

Yeah the, the Van Echo the blackrock play is interesting. We've seen this happen for Ethereum and we thought that that might lead to some momentum in it hasn't quite worked out for Ethereum and the use cases. XRP obviously is different has different purpose. I think the, the closure of this case it, I mean it does do a couple things for me. It boosts confidence number one in investors in it but it also allows it to be listed again like if the most, I mean for a long time the simplest, the most simplistic way to invest was through Coinbase and when you went to Coinbase and tried to invest in xrp it wasn't even an option and so that should help it. And yeah like again the institutional side right. Like with who will be the big tech company or the big fin tech company or the you know the Goldman Sachs who will decide that they're going to create the ETF for it.

[Ian Dunlap]

Yes.

[Rashad Bilal]

If we look at the track record of who's already invested inside that space, I mean there's some signs that are pointing to it will it. 25000 is ridiculous but yeah, I mean getting back to 350 would be great. Getting back to Ford, getting back to 389 where it was at in like 2018. Like let's see if we can do that before we start throwing out hypothetical numbers of 7 and 10 and 25000 which would. I don't even know what that's being. What's that quadrillion status like let's get back to its all time high.

[Ian Dunlap]

Yeah for the love of God Apple. I know y'all had that project and y'all been putting out nothing but that people don't want. If you adopt something crypto related like you were supposed to and I pitched for y'all to do four years ago. This may just be a step in the right direction because you already have the partnership and works in 2017 and 2018. Damn. It sucks when other tech companies in the Big seven treat Apple like the failure of the group. Now Apple, I love you dearly. Can we write this before it's too late, my boy. These are my thoughts and my thoughts on the Ian Dunlap and Red Panda llc. Okay.

[Rashad Bilal]

Yeah, yeah. Amazon's partner with with the rip. I saw somebody put that in the chat so that was promising. But we'll see. It's. I mean it's still early. I feel like the space is so early. This being lifted definitely helps any type of partnerships with any of those Max Sevens. But yeah, Amazon was involved with see what that relationship pans out to be post this decision.

[Ian Dunlap]

Yeah somebody said Tesla is a step is the failure of the Max 7.

[Rashad Bilal]

Right now.

[Ian Dunlap]

But when you have the ear of the president and that has always been volatile. He's one or two hedge fund managers away and also too he's going to weaponize these attacks at the dealerships for his benefit and he's like those cyber trucks are going to become MAGA mobiles for that base. When you have the president saying buy this. It's an American treasure that does have some credence to a particular audience.

[Rashad Bilal]

What what happens to the audience that is now buying BYD though And it's kicking their face in when it comes to.

[Ian Dunlap]

I'm trying to tell y'all, for the last two years BYD no one wants a Japanese car. Here we hello Moto cars fire. Performance is better. Be careful. And if that car was here or available here. Tough Elon autonomous. I was at the little convention. You better put them robots out fast. Real fast.

[Rashad Bilal]

Yeah. They just surpassed them in sales for the first time for sure. Yeah.

[Troy Millings]

So does that mean that Tesla is over?

[Ian Dunlap]

Nope. F Stock club I gave you guys a price to invest in. I can see a world where it gets to maybe 250 worst case scenario. That would be a decent buying position. But it's popped up today. I think the most of the that run to the downside is over and it finally got to a place in that pullback where everyone put it in chat asymmetric risk to reward. That just means could I buy it at a price where it's almost guaranteed to go up in my favor and put me in profit. We got to that place because if you look in December it was at 479. So if I told you in January, you would be able to get in at 282 or 262. You will love me forever.

[Rashad Bilal]

Yeah, so that's part of, like, the process. Process of investing. It's like. Yeah, you'll say that number and then when you first hear it, the. The.

[Ian Dunlap]

No way.

[Rashad Bilal]

So far away from it that it'll never come to it. And then it gets there and it's like, well, is it going to fall any further? Yo, it was at 450.

[Ian Dunlap]

I told you the first time.

[Rashad Bilal]

Yeah, but hopefully people have seen that enough now where it's like, yes. This is how the market moves. It's ebbs, it flows. Right. There's going to be higher highs, there's going to be higher lows. There might be some lower lows, but you got to figure out where you're going to enter.

[Troy Millings]

Okay.

[Ian Dunlap]

Am I conspiracy theorist now? When I told y'all that that salute was going to cost or no.

[Troy Millings]

Tesla.

[Ian Dunlap]

Elon at Invest Fest.

[Troy Millings]

You never know.

[Ian Dunlap]

You never know.

[Troy Millings]

You never know.

[Ian Dunlap]

We ever gonna tell a story about what almost happened last year or no?

[Rashad Bilal]

That might be a book. That might be right. Yeah.

[Ian Dunlap]

I'm learning. Yes. Yeah, guys, really?

[Troy Millings]

Yeah.

[Rashad Bilal]

The documentary piece. Yeah.

[Troy Millings]

Almost got canceled, perhaps.

[Ian Dunlap]

Sure.

[Rashad Bilal]

Perhaps.

[Ian Dunlap]

I would have to be in Mexico full time.

[Rashad Bilal]

We gotta make sure we save all the text messages about the potential of. Of what? Yeah, yeah.

[Ian Dunlap]

For real.

[Troy Millings]

Speaking of that, we was at Nvidia's conference last week. We didn't. We didn't see a lot of people of our heel.

[Rashad Bilal]

Elaborate, please. Like, what you mean? Like, we saw a lot of people.

[Ian Dunlap]

You know, tens of thousands.

[Rashad Bilal]

15. 15,000 in attendance. Well, before you cut, let me just shout out the people that we did see.

[Ian Dunlap]

For sure.

[Rashad Bilal]

Shout out to Lewis.

[Ian Dunlap]

Lewis. Thank you, my brother.

[Rashad Bilal]

Really appreciate you. Will Harley, my brother. Shout out to Tiffany and Tiffany. Incredible souls. Thank you for all the assistance. Cherish Abba. Everybody that we encountered was super, super welcoming and. And personally, they said, like, we're so happy that you're here. We want to make sure that you guys enjoy this time. It's. I was just like, yo, it's an honor for us to be here and kind of explained our story, but they were thankful. They were thankful for all the work that we've been doing to continue to. And who knows what I will do, but go ahead. We didn't.

[Ian Dunlap]

Monologue time. Go ahead.

[Rashad Bilal]

Let's leave with that right first.

[Ian Dunlap]

Yeah. Well, Lewis, thank you again. Put that in my honors salute, my guy.

[Troy Millings]

Salute. Where's Dr. Umar when you need him? But now we was at. On a more serious note, we was in Silicon Valley and we got a chance to go to Nvidia's conference panel. Nvidia's conference. Went to Nvidia's headquarters. Went to Meta's headquarters. Shout out to Aaron also.

[Rashad Bilal]

Yep.

[Troy Millings]

Shout out to abba. Okay.

[Ian Dunlap]

So let's be honest.

[Troy Millings]

Okay? We gotta have this conversation. Where do you want to start? Well, let's start here. Let's start here.

[Rashad Bilal]

Is this the car conversation or this conversation we have?

[Troy Millings]

What, What's. Because the, the number one question is like, well, what did you see in a video? What do you. What's the. What's the key? Takeaways? What's the.

[Rashad Bilal]

Let's do that.

[Troy Millings]

Because we could, we could use this platform to, you know, diminish other people, but that's not helpful. And with responsibility comes maturity. So everybody matures at different stages in life. Some people mature a little later than others. They're late bloomers. But we have to pray for everybody for sure, for enlightenment, immaturity. That's important. So with that being said, Nvidia few things that stuck out to me. Jensen was very, very adamant about a few things, but one thing in particular was physical AI. Yes, yes. In the marketplace. So you asked, what's physical robot. What's physical AI? Robotics. He brought the robot on stage with him in the marketplace. There was tons of robots. We put it on Instagram. As far as the dog, the, the, the guy that was doing shout out to Alex, good energy. What up on the check in?

[Rashad Bilal]

What up?

[Troy Millings]

What up? The. The guy that was picking up the stuff in the factories. So there was two things that Jensen was really big on robotics, and the other key takeaway that I got was the rational aspect of artificial intelligence. That's the new wave. I forget the exact AI. So, all right, like, artificial intelligence as we know it today, right? Let's take chat. Gbt. You ask it questions and it gives you answers, right? But it's. If you ask it, like two complex questions, it'll say, I'm. I can't answer that question. Or that's debatable. Or it kind of stares away from asking, like, if you say, okay, what's the best religion in the world? They'll say, like, I. That's a debatable. Which it is debatable. Right? But if I ask a person that, based on their personal beliefs, based on their rational thinking, based on their upbringing, they'll tell me it's Christianity, they'll tell me it's Islam, It's Buddhism is. That's their personal opinion. Like, that's. And that's how conversations happen with real people. Right? But AI doesn't work like that right now. But the next iteration of AI is a rational thought process where it's actually thinking in real time, is rationalizing situations, and it's in its algorithm, and it's giving you answers based off of not only its intelligence, but also its rational mind. That's what's kind of separating humans from AI right now. Because they already have intelligence, but they don't have the emotional intelligence, the rational how to talk, how to. That's the next iteration of AI. So if you think about it, like, what. What that's going to do is lower the value of education. Because, like, let's say, like right now, lawyers get paid from a scarcity of knowledge that only a select few people in the world have. Like, if you. If you have a law degree, you're in a select few group of people in the. In the total sum of the world, right? And that knowledge that you've acquired over eight years and then working, that's made your education scarce, and that's major knowledge scarce, which makes your value high.

[Ian Dunlap]

Absolutely.

[Troy Millings]

Now, if everybody has that same knowledge and that same rational thought, to be able to not only say, this contract is good or bad, but no, this is what we need. This is how we need to negotiate this contract. This was. Well, now the value of a lawyer is really nothing because I'm a lawyer, you're a lawyer, Ian's a lawyer. Everybody's a lawyer if we have the artificial intelligence.

[Rashad Bilal]

My lawyer right here.

[Troy Millings]

So he gave the example as far as going to dinner and at Thanksgiving, and it's like, now it's like, okay, if I'm gonna have my spouse there, it's like, okay, I got eight people. Sit. Sit me at a table right now. It'll just give you a random seating chart, but the new version will think about all scenarios, it'll ask you questions, and it'll seat people accordingly based on you. Based on their opinion is important. Stop breaking protocol, man. Stop breaking protocol.

[Rashad Bilal]

Keep going, keep going, keep going. We go that later. We'll do that later.

[Troy Millings]

So that was. That was a big, big thing that he really pushed. And he. And you could talk about the technical side. As far as how I make it, it's smarter and it's using more gigs and the whole nine. But for me, yeah, those are the two things that really stuck out to me because it was like, everybody's gonna have a robot. The Number one job in the world for men? Put in chat. What's the number one job? That was a gym.

[Rashad Bilal]

That was a joke.

[Troy Millings]

What's the number one job in the world for men as far as that employs the most men globally? What's the number one job in the world? And Alex, you could appreciate this. What's the number one job in the world that employs the most men globally? Let's see if anybody gets.

[Rashad Bilal]

That was one of those, like, you learn something new every day.

[Ian Dunlap]

Which brought me to my point of what I took away and how scary that is.

[Rashad Bilal]

Yeah, I'll chime in and then you can chime in on mine. Yeah. No, let them do this.

[Troy Millings]

The number one job in the world for men is drivers. Cab drivers, UberEats, truck drivers, anywhere in the world. You think about it like, you don't need a skill set to be a driver. You don't just need a car. Right. And you could go to South Africa, you can go to India.

[Rashad Bilal]

You.

[Troy Millings]

There's always a cab drive. There's always, like. That's the number one job for men globally.

[Ian Dunlap]

Yep.

[Troy Millings]

That's going to be a race pretty soon.

[Rashad Bilal]

Yeah.

[Troy Millings]

Autonomous driving. Autonomous drives. Nothing. They. They have their partnership with gm. Autonomous driving is. Is going to take hundreds of millions of jobs. So imagine all of those people. This is the number one employer for men is a driver. And if we don't need a driver because we have autonomous driving.

[Rashad Bilal]

Yeah.

[Troy Millings]

What does that do to all the number one job for men in the world?

[Rashad Bilal]

Yeah. I. I think. And just to interject just briefly, the autonomous piece that they displayed was completely different than what we saw. Like in a Tesla, where you get in a car and it's kind of scanning your surroundings to make sure that there's a car is not too close to you on your right or your left, or does somebody walk and there's a dog, there's a sidewalk. This was something completely different, what we saw. This actually was understanding the physical environment based on any scenario. Right. And so it would scan the area and then it would tell you, based on the weather perception, what, how you should. How it should drive if it snowed, how it was sleep if it was. It studied the weather patterns, and so now it's prepared to drive in any condition, whereas an average human. There's going to be human error. This is preparing for the human era before it even happens. Right. So, like that piece of understanding the physical world, this is a game changer. I'm not sure you finished. You want me to. You want me to go yeah, yeah, yeah, yeah. So, like, I. This is literally in my notes. So agentic AI was that piece you were talking about, and I saw some people put in the chat. It's that reasoning piece, right? So able to ask a question, but it's also able to solve complex problems on its own, which is, we're not at that space right now. Right, but that is the first thing, the physical AI, like you said, the robotics. I think the piece that he said is that. That physical AI with reinforcement learning. And so that's when the machine starts to learn and makes decisions in the environment, right. To maximize the reward. So, like, this machine is now doing these things, and it's like, oh, that's how I'm supposed to do it. Trial and error. This is how I'm supposed to do it. That's how I'm not supposed to do was like, when we had. We thought of robotics, if they held a ball in their hand and they dropped it, it wasn't like, where did the ball go? The ball was just no longer there. The reinforced learning is like, oh, the ball dropped. It must have fell down. I have to now find it, right? So imagine, like, it's that type of robotics. The interesting thing that he said is, like, yes, gbts are important, right? Agents are going to be important. He said the biggest piece and the biggest opportunity left in the AI puzzle is when physical AI and reinforcement learning are combined, which is when you introduce the robotics that would come inside your home. So we was. I mean, and we were just sitting there thinking to each other, like, wait, hold up. What with. With we talking about big, you on over here, and, like, they're putting robots in people's homes, and they're trying to rent these robots, and they already got the price points. So that was the first piece. And then we got to go into the exhibit hall and just like you said, from a technical standpoint and go watch. We. So, like, people talk about Blackwell. Like, we actually saw it, like, in front of us, right on the table. Like, we got to pick and look at it and like, child to a child. Yeah, we saw what it looked like. And so obviously, then the mind starts turning, right? Like, I'm like, there's a few times in life where you feel validated, right? And, like, the information felt validated. And so I'm asking questions. I'm just trying to pry from engineers, and I'm like, what's that? What's that? What's that? Knowing what I'm looking for, the answer in mind. And I was like, okay, here go the racks. Who's making these racks? Okay, got my answer. All right, if that's the GPU and this is liquid cooling, who's providing the liquid cooling for this? I bet. If that's the gpu, who's doing the storage for that? Oh, bet going to vendor Marco. You see all the players, all the players are there. So if I'm talking about Micron, Micron's there. If I'm talking about Vertiv in terms of liquid coolant, Vertev is there. If we're talking about Super Micro, Super Micro's there. You're starting to see all these players and it's like, oh, this makes sense. And so when we talk about, yes, uncertainty is key to how the market moves, AI is still the story. And even when he spoke about Deep Seek, and he was like, look, you guys got this thing a hundred percent wrong just because they had it and they found they're still going to need compute and. And it's still going to take a large amount of money to start to get in these, compute these GPUs out. I'm like, damn. Then the last piece was like, how are people going to even compete at this level? This. Not only are they saying, hey, here's our product for 2025. Here's our product for 2026 with Blackwell Ultra. Here's our product for 2020, the second half of 2026 with Ruben. Here's our product for 2027, Ruben. Yo, here's our product for 2028, Feynman. He's already three years ahead in the products, right? We're people are just trying to make a product to compete for GPUs that.

[Ian Dunlap]

Are three times ahead of their nearest competitor.

[Rashad Bilal]

He's three years ahead. I'm talking to the people. I'm like, yo, how does this work? They were like, yo, we're in the mindset where the audience is like, hey, it's every year. He said, when we're here, it's every six months. We're trying to create new products every six months. Six months on your head top.

[Troy Millings]

So what, Ian, what's your takeaway? Because he also. He also spoke about the systems and how it's a lot more efficient as far as Blackwell is going to be a lot more efficient and all that stuff. So what was your takeaway?

[Ian Dunlap]

If I made you money off Nvidia, please put yes in chat. I had a very interesting revelation. Nvidia Halo. So if I go, look at this. A comprehensive safety system for autonomous vehicles that integrates Hardware and software. So he's taken like Troy said, tree placement, weather patterns, Red Panda going telegram when we talked about how important that data was. But I'm looking oftentimes in business when you have a startup they tell you what is the total addressable market and how much can you capture. I want to be very clear. What they are building is a software to create an iRobot like environment for corporate and a Terminator like environment minus the war component structure. And with the partnership through Dell they are going to integrate AI into every part of enterprise so humans are not needed.

[Troy Millings]

Well, hold on before you, before you shout out to all of you guys. Six months ago we made a list I put on Instagram and I said jobs that will be replaced by artificial intelligence. One of the jobs that I put was computer programmer and all the computer.

[Ian Dunlap]

Y'all can hate Bob code and all you want.

[Troy Millings]

All the computer programmers said how I was being so irresponsible and reckless and that was stupid thing to say. Computer program is always going to be needed. Who's going to, who's going to program the AI? During Jensen's address he said computer programming.

[Ian Dunlap]

It'S over in Nvidia.

[Troy Millings]

Yes, the AI is programming the computers computer program. Computer programming will become a job of artificial intelligence. So I don't know. Yeah, maybe you believe him when he says it, but sorry Ian, please continue.

[Ian Dunlap]

But okay, I want to be very clear though, here's the opposed to total addressable market. Jensen in my opinion is looking at how much market share can I take from every sector. I don't know whether it come out. With their AI they're able to detect cancer rates 600% faster than the latest tech that they have right now. And this thing is still in development right now. So I'm looking at enterprise at scale. We're talking about creative spaces, we're talking about taxes, accounting services through that partnership with Dell that's going to take care of enterprise. Tesla may be in trouble with autonomous vehicles because if they get this down they going to deploy the code. I'm telling you, Irob, iRobot in combination with Terminator. And we haven't even talked about the defense component. And I think that we said when we were on stage I and I truly believe this. I've always said you have to invest in the companies that move to gdp. I think Nvidia is probably the most important company in America right now, tenfold because they're the catalyst and the driver to help every other Fortune 500 company be better. I want to Be clear right now, all y'all, who accent Nvidia over Apple. Hell yes, yo.

[Troy Millings]

Yes.

[Rashad Bilal]

Here's the reality.

[Ian Dunlap]

It's not even close.

[Rashad Bilal]

Hit the partners. These are the partners. So like we were sitting down there writing notes and I'm looking at the companies that keep getting brought up. All right, all right. So core weave, if you don't know what core weave is not publicly traded yet. Make sure you do the research on that. Microsoft. Right. Aws, which is Amazon, Meta, Google, Oracle, Dell, the ones I mentioned before Micron, vertiv, super micro, CDNs, cadence.

[Ian Dunlap]

We're leaving at the biggest one pause.

[Rashad Bilal]

And we got a surprise at the end when we saw a partnership with.

[Ian Dunlap]

Disney dog the Saudis. Oh well Rashad, now this will you go to your point Just that was just Carter.

[Rashad Bilal]

Just companies.

[Troy Millings]

I'm waiting. I'm waiting. I'm waiting because that's important. I'm waiting. I'm waiting.

[Rashad Bilal]

Those these companies had have a major partnership but also a strategic roadmap to the future. And it all is in that Nvidia circle. That's why I always talked about that revolution. Yes, it is Nvidia. Of course it's Nvidia. But companies have partnered with them to go along on this ride with them and it's. Listen with I would love to say that this is over. I know we were going back and forth about the AI trade. No, not what I saw.

[Ian Dunlap]

No I. No, no, no. I was clear every the laggers coming along Nvidia is going to run that everyone benefit from from from them and having a 300% run up. That's over with. They are the trade. They are want to be real clear. I Was the one 2016 go look rolling out article. I would appreciate you this is the trade though.

[Rashad Bilal]

Yeah.

[Ian Dunlap]

Like I don't know. This is like Nvidia is ghost writing all the code for every country and company that matters on earth.

[Rashad Bilal]

Yeah. And it they're trying to do their the goal is hyper efficiency. Right. It used to be from an energy standpoint they had to use so much energy to get an efficient product. They're starting now as they get more advanced in the technology with their GPUs where they're actually getting efficiency with lower energy. Which is interesting. Right. So this is why liquid cooling is going to be important in the data centers and the racks that they're doing. And that was a big thing about.

[Ian Dunlap]

How you're seeing version now from the new one and how crazy what.

[Troy Millings]

And the thing with people with the good price to Buy Nvidia. He told you.

[Ian Dunlap]

I told you. How many times you gonna do this? I brought up the Nvidia trade. We're going back to maturity. I'm developing the slowest. I told you the price to buy. We gotta go talk to Jensen and grab a robot off stage for you to listen. Don't know.

[Rashad Bilal]

Sorry.

[Ian Dunlap]

Gotta wait three more months. The Saudis wrote a two trillion dollar check they ain't talked about yet. What, what, what, what are we waiting on? AMD is not gonna replace it. I'm sorry at least to go sell the company. Not being. I'm not being.

[Rashad Bilal]

Because people, people like AMD is still an important company. And people are like, well, what about AMD want. This is not a competition.

[Ian Dunlap]

Isaiah Rider, what's his name? Yeah.

[Rashad Bilal]

No, this is, it's not. I don't want people. Stop, man. How. That's crazy. Not a competition. Yes, they make a product, right, that is similar, but they're not in competition with each other. The, the, this is beyond competition. What they do have is the lower price point. This is something that we've always gone back and forth with. It's like, yes, at the price point at which Blackwell is going to cap at how many enterprises or companies can afford a hundred thousand GPUs, two hundred thousand GPUs, three hundred thousand GPUs? Not, I mean not many can. And so there will be a clientele base for that mid cap to small cap companies that will find a maybe slightly less efficient GPU at a price point that they can scale on. And so AMD can live in that space. But as far as competition and gpu, it's not a competition.

[Ian Dunlap]

Go ahead, surfer boy. AMD owns the CPU landscape.

[Rashad Bilal]

Yes. Oh, in the chat?

[Ian Dunlap]

Yeah, in the chat, yeah. Nvidia is going to get into the gpu. And here's the thing that I don't know.

[Rashad Bilal]

Cpu. Cpu, cpu.

[Ian Dunlap]

CPU space. Yeah. And then tsm, Arizona, they gotta salvage intel and make intel and TSM do something together.

[Rashad Bilal]

Perhaps allegedly. And Jensen, he was again, I didn't say tsm, but yes, he spoke about TSM and said obviously with our partners at tsm, we're going to do all these things.

[Troy Millings]

So. Okay, so there's 7,100 people in here. Hit the like button. Share this to five people because this is important.

[Rashad Bilal]

That was just our Nvidia visit. We didn't even get to the metal one.

[Troy Millings]

This is important. Okay, so that, that's, that's some of the stuff that we saw at Nvidia's Conference now. Okay, here's the other side of the coin. So we got a chance to talk better headquarters and we got a chance to tour Nvidia headquarters. And very different.

[Rashad Bilal]

Yeah, very different cultures. Work culture.

[Ian Dunlap]

Work culture for sure.

[Rashad Bilal]

Yes.

[Troy Millings]

Okay, so you want the truth or you want. Or you want.

[Ian Dunlap]

Me and you talking, nobody listening?

[Rashad Bilal]

I know, I know. Where we going?

[Troy Millings]

Okay. It's important to be honest in life. It's over.

[Ian Dunlap]

It's over.

[Troy Millings]

It's over with.

[Ian Dunlap]

It's over.

[Troy Millings]

We're not playing it's over with.

[Ian Dunlap]

It's scary.

[Rashad Bilal]

Elaborate, please, because that. That sounds so definitive. But when you say it's over, you.

[Troy Millings]

Mean they're working on technology that's going to replace the human race? Pretty much.

[Ian Dunlap]

And it's almost done.

[Troy Millings]

Less than a half of 1% of any employee in any of these buildings are black people.

[Rashad Bilal]

It's true.

[Troy Millings]

Less than probably 3% of black people, period, are even aware or even concerned in the least bit of what's happening. Like I said, that's why it's like, even after a while, like you arguing with people online and you trying to sit, like, you know, it's just. It's got to be tiring and. But more important, it's embarrassing. It's actually embarrassing because when we go there, there's five black people and everybody's like, yo, like, it's like, how did you get the key to heaven? But it's actually embarrassing. Like I said, shout out to New era Detroit. He was like, y'all more concerned with big, Big Meech's paperwork than your son's schoolwork?

[Ian Dunlap]

Yeah.

[Troy Millings]

And that's a fact. Our priorities, talking about who Chloe Bailey is dating and just a bunch of random nonsense. And Adam, 22 and all of that. Like, now they have life changing technology that's being developed that we have no input on at all. We're not aware of any of it. And we're just going to be casualties and victims. And it's over for America because most of the employees at these companies are Chinese and Indian. So much so they said that sometimes in the zoom calls, they have full zoom calls. In Mandarin.

[Ian Dunlap]

In Mandarin, department wide.

[Troy Millings]

I don't think people understand. Like, this is alarming.

[Rashad Bilal]

Yes.

[Troy Millings]

At very high level. At a very, very high level. Like, you see, America finally won the math world math championship for high school, and every kid on the team is Chinese. We are getting dumber as a society by design, and it's alarming. And China has a plan in place to take over the world. You know, I'm with. I'm with a lot of smart people these days. And I'm getting. I'm getting a lot of information, I'm learning things. And, you know, China, the CCP has a whole propaganda campaign called Spamouflage. So, you know, I just realized it today because when I go on Instagram, I just see all these positive Chinese posts. It's like, China built 37 hospitals, China. Like, but then I started to get the information, like, China got a lot of internal problems, the negative birth rate, the economy is pretty much on eggshells. But you never had any of this stuff, like, all of this stuff on Meta. So what China is doing is that they're actually funding the dysfunction in America. So you see people like Margie, what's her name? Margie, the senator Margaret Green. Margie Green. How does she get a million followers? If you ever really think about that, like, no politician really has that many followers. Like, they got all these bots. They'll. They're promoting dysfunction in America. That's why they really wanted Trump to win. They're promoting dysfunction in America because they understand that we're just tearing up our society. But on Meta, if you look at, like, Instagram, you're only going to see positive Chinese post. It's like, like, you go to wealth page and all that, it's like, oh, China just built this railroad. China just did. This is positive propaganda that they're pushing to enhance their world perception. The crazy thing about that is that Meta is not even allowed in China. How you take over a US App, they pretty much. They took over a US app to shape the narrative for their country, to create this function in our country. The app's not even allowed inside of their country. Be honest with you. It's getting to a point where it's going to be so far. The gap is going to be so wide. There's not. You're not going to be able to catch up. And by the time you realize that you're not going to be able to catch up, it's over. The game is over with. It's over with. And when I say, like, the game is over with, like, it's. The game is over, like, it's over. Lights out, permanent underclass. A permanent. Like, that's what I'm saying. It's like, we got to take this a little bit more serious. The things that we concerned about are not important at all. That's why, like, this year, Invest Fest, Artificial intelligence is a main theme. We're gonna have like six workshops to teach like, like we fund. We're gonna detect technology is the most important thing that we need to be focused on right now. All everything else is a distraction. Technology, entrepreneurship, and investing. If those are the three most important things right now, China is. They're teaching artificial intelligence in primary school. When New York state is banning ChatGPT, we're moving the exact opposite direction. They're teaching fifth graders and third graders artificial intelligence. You can go through a whole master's program and never learn artificial intelligence in America at all.

[Rashad Bilal]

We, so we, we. They just. And we were speaking to. Is it, is it. There's a HBCU that just got artificial intelligence as a bachelor's degree. It's the first one.

[Ian Dunlap]

Yeah.

[Rashad Bilal]

Like, we, we always talk. Obviously people look at us and they think, wealth gap, wealth gap. Now this is the information gap and the technological gap. That is, there is no coming back from that. Right. And yes, it's cool that we invest, great. But we need people inside. Like, we need people who are going to have large language models who are going to create them. We're going to need a robotics engineer, we're going to need a humanoid engineer, we're going to need a synthetic biology. We need people in these spaces because if it is created without us, there is no imprint from us. Like, and that's the serious of it. Like, when we talk to Robert Smith, it was the same thing. If we're not part of the process in creating, we're left out straight up. And that can't, that's not going to get reversed.

[Ian Dunlap]

And from a legal standpoint, if I am a company and I third party license robots for autonomous vehicles and factory jobs, who do you sue in terms of discrimination? If I'm leasing said robots from a third party vendor because they're not my robots, because I don't have the tech to actually run it, just the software to update them, you won't even be able to have the same litigation process you think this is being. I told you in the beginning, AI is going to be used as a way to create a gap so wide that we will never be able to recover. And when another thing to gauge is the enthusiasm of the corporations to deploy it. For that reason, I'm not telling you what I think. I'm telling you what I saw.

[Rashad Bilal]

AI validation, reinforcement, learning. We talked to you about data centers. Went to Meta like, yo, I was telling the people in the class that y'all got, you know, market monies that y'all got 30, 32 data centers. They're like, oh yeah, I'm like, yeah, but nobody's ever said. He's like, yeah, you know, we've been building. I said, that's interesting. The most interesting part is like, look at where they're being built. Look at the states that they're being built in.

[Ian Dunlap]

Yep.

[Rashad Bilal]

They all have the same color. All have the same color. And they're using energy efficient ways, they're using local electricity, but they're giving incentives to those places. Like, we gotta, we gotta participate, y'all. We I, this is like we got.

[Ian Dunlap]

Two to five years. I'm be real. All that 10 year projection, they asked.

[Rashad Bilal]

Us this question, like, you know, let's just be 100 honest. They asked us this question and they kind of knew the answer. They're like, what do you see AI in the next 10 years? We all gave an answer when we on the panel there and shout out to Lewis, he was just like, I'm be honest with you. It's not ten years, it's two. Two years.

[Ian Dunlap]

Must move faster.

[Rashad Bilal]

Two years, bro.

[Ian Dunlap]

Yep.

[Troy Millings]

Yo, it's, it's, it's not an alarmist. Not being alarmist.

[Ian Dunlap]

This is, this is, we're not being sensational. This is factual data driven insight.

[Rashad Bilal]

Who just put that? Somebody said, it's changing by the hour. I'm like, yeah, so think about that. A college is just now offering a four year degree for, for artificial intelligence, Right? I said in two days things could change. I can't wait four years to get a degree to now practice. It ain't gonna be a degree, it's gonna have to be a certification and we're gonna have to learn on the job. I can't wait four years, bro.

[Troy Millings]

There's two things that you gotta do. You got to get your money. Because let's be honest, people with money is going to be, they're gonna be good.

[Ian Dunlap]

You're gonna be fine.

[Troy Millings]

If you got money, you're gonna be good. That's why you gotta learn this entrepreneurship, you gotta learn this investing. If you have money, you'll be able to be okay. If you don't have money, you got to learn the skill set and you got to learn tech. If you don't have money and don't know tech, it's over with. It's over with. It's over. Unfortunately.

[Ian Dunlap]

Okay, I'm sorry to scare you, but.

[Rashad Bilal]

Here'S the good news. No, it's real. It's real. I wish I could like sugarcoat it, but it's real. And being in that space and I got, we got, you know, What? Even though there was a few of us, I want to shout out those people for sure. Shout out to our brothers from Super Micro that came over and talked to us because when they saw us it was a reflection of the community in the sense where like people actually care about what they've been doing for the past 25 years. Because some of these people have been working in tech. Shout out to our earners. People have been working in tech for 20, 30, 40 years and they're like, they've been trying to tell the community like this is happening, here's what's coming and every chance they miss it, nobody listens. And they were thankful that there's a platform now. So kudos to us and everybody that follows and that is doing their part inside the space. But to give a voice to what's actually happening and how important this is and how important the work is and how we need more people because it's lonely, it's lonely in there. Right? Like imagine like we're walking in that building, obviously we're visiting and we're going to come back and report what we saw. But they got to go to work there tomorrow.

[Ian Dunlap]

Yeah.

[Rashad Bilal]

And they've been there for years.

[Ian Dunlap]

Yeah, yeah, yeah.

[Rashad Bilal]

It's real. Shout out to them. Keep going. We need y'all. We need y'all. I need y'all to do that. Keep going.

[Troy Millings]

For everybody that's saying where to start, I mean I would say the best place to start is the video that we did with X. That's, that's a two hour video from at the beginning level to pretty high level of learning, the prompting and stuff like that. So I mean start there. But they said she was incredible.

[Rashad Bilal]

We went to that video. You're like, that video was incredible.

[Troy Millings]

Of course investor, she tore it down last year. But teach your kids how to prompt at the very, like just little stuff like teach them how to use strategy, teach them how to prompt, teach them about different things like just get them in the, in the flow of it. Yeah. Overnight. But yeah, you got it. You can't hide it. Chat GBT is like ban the calculator. Makes no sense. Yeah, it makes no sense.

[Rashad Bilal]

Like, yeah.

[Troy Millings]

Why are you trying to hide something that is inevitable?

[Rashad Bilal]

Get them involved.

[Ian Dunlap]

AI what Microsoft was to the PC market, but probably 20 times bigger. I can't even extrapolate how. And I'm going to be very honest and I said this on stage and not just because I was there. Nvidia is probably the only company who, if you remember the depression crash when James Pierpont Morgan bailed out America literally. The Nvidia AI Wave bailed us out from a crash that we were supposed to have. They are the VC and angel that is deploying the code. So think about this like they're, they're valued at trillions of dollars but everyone is relying on them for their market valuation and for the software to deploy in all tech in the United States of America and Saudi who wrote that big ass check?

[Rashad Bilal]

Yeah, I'mma put a list of things that they should be looking at. I got, I wrote this list of careers inside of AI Y. So I'll put it up, I'll post.

[Troy Millings]

It and it's tougher, it's even tougher to get a job now once Trump came let me see with that whole. Because the thing about the DI that's one of the neighbor like yo Di. No black people really benefited from DI anyway. It's not even just the fact like people not even they scared to even talk to a black person because they feel like if I hire a black person period it's going to look like di. It's going to look like. So their focus is to go as far as way from black people as possible because there's pressure, there's legal pressure. That legal that DI thing is real. You see Columbia University just caved in. Once they put 400 million on the table. Government said we're going to take 400 government said we're going to take $400 million away from Columbia University if you don't.

[Ian Dunlap]

Hello.

[Troy Millings]

They waited to the kids go on break the kids on break this week and they announced their new policies. They caved in. But nobody's trying to lose money, nobody's trying to go to war with the government like this. There is some real effects of this situation and was already not trying to look in that direction anyway. Now they're not even thinking about going to Howard University or Clark Atlanta.

[Ian Dunlap]

Peter T Was just speaking negatively on Howard versus Harvard this past weekend.

[Troy Millings]

Peter T. What he say that it's.

[Ian Dunlap]

An quote unquote paraphrasing. It's an inferior college in comp in comparison and a person should run the country if they went to Howard taking shots at.

[Troy Millings]

Yo they're not even thinking about. They're not even thinking about it and there's no apologies. You know they had to at least do the dog and pony show show up. Now they're like what are you telling people? They're like well no why like why, why would we go there? They like the black people Telling people, like, now you got to go there because there's talent. They're like, no, why would we go there? There's no point. Like, what's the point?

[Rashad Bilal]

What's on? What's the audience there?

[Troy Millings]

But the tricky part about it is that, see, it's a domino effect that affects everybody. There's no white people there either. That's the thing. Like you. You cut your nose trying to spike. What is it? You spite your face. You're doing all of this to try to further the gap of black people. You're hurting yourself because there's no white people there either. America is. Is in trouble when they having Zoom calls in Mandarin. Yes, that's a problem.

[Ian Dunlap]

Don't show up Fortune 4 company.

[Rashad Bilal]

Don't show up late to the meeting. You might miss everything. No training.

[Ian Dunlap]

And if y'all think redlining in real estate was bad, man, the red line and AI is probably 100 times worse.

[Rashad Bilal]

No, it's real. We sat. I mean, we sat there and watched what appeared to be like field trips. And I'm just like, this is crazy. We still taking kids to the Bronx Zoo. These dudes is touring Nvidia and Meta.

[Ian Dunlap]

Yep.

[Rashad Bilal]

Shout out to the Bronx. Who though? Okay, all right, all right, Digress.

[Troy Millings]

Emerging on a lot of note train. I feel like we covered that already. Right. The emerging technology trend has the biggest impact on consumer. Okay, let's talk about tsm. We talked about that. Broadcom. Yeah, we talked about that. Okay.

[Rashad Bilal]

With Intel.

[Troy Millings]

Broadcom.

[Rashad Bilal]

Oh, Broadcom. Okay.

[Ian Dunlap]

Yeah.

[Troy Millings]

Okay. You want to do the technical Waste Management look.

[Ian Dunlap]

Yes, we can cover that.

[Rashad Bilal]

Let's do it.

[Troy Millings]

Okay. What's the deal? What's the deal with Waste Management? So I think that's the question. That was a question from the audience. And so somebody that was the biggest holding was Waste Management.

[Ian Dunlap]

Continue to hold.

[Rashad Bilal]

Good job.

[Ian Dunlap]

Great job. Great company. Long term. I would be remiss after that long rent and after talking about that total addressable market and taking a piece of every sector, at some point you got to get you some Nvidia. If you don't have it as well. I think Waste Management is an incredibly run company for sure. Recession proof adjacent. So if you've been holding, it's your largest holding, you're doing well, especially if you held it for the last five or six years. But everything. Well, even in companies like that and Costco and John Deere, Home Depot, they're going to have AI integrations too, to make everything more efficient. And this is the. The great part of it. We're going to see a lot more companies have higher profit margin as a result. I wish we could show you a picture of the server racks from the different versions of what Nvidia's creator. They're making 60. Improvement in product design one generation after another, like so. Waste management is a great company for sure, but get you some Nvidia. Apple you on the clock. If we don't get a change by Vest Fest, I'ma start a campaign for Tim Cook to Lee. I don't give a damn that he created 90 of the market share value after Steve Jobs thought. I don't give a about none of that.

[Rashad Bilal]

There's children watching it.

[Ian Dunlap]

Yeah. Shout out to y'all. Shout out to everybody hq.

[Troy Millings]

Oh yeah. Shout out to. Yeah, I did get a call about the cursing. Oh, they asked. They asked again. Grandmother. It was a grandmother. It was a grandmother.

[Rashad Bilal]

We saw a grandma.

[Troy Millings]

It was a grandmother.

[Rashad Bilal]

Yeah.

[Ian Dunlap]

I'm sorry, but I only said for emphasis how okay, can we be real? We got a person in office that wants our race to die. We worry about me cussing. What are we talking about? Yo, let's wrap the show up. I burned my leisure before I started doing the show. You worried about me cursing? Dog, you Peter, Teal and this the crazy should. Peter is a smart trump. They want to get him out. Okay, go look, I put it in. Telegram for Stock Club. J.D. vance is trying to move out Elon now to bring in who he wants.

[Rashad Bilal]

Hey, I thought you gonna say that for Wednesday, man. I got the audio recording J.D.

[Troy Millings]

Vance is on. You heard the audio of what J.D.

[Rashad Bilal]

Yeah, going at Elon.

[Ian Dunlap]

Peter's lining up his run, right?

[Rashad Bilal]

Yeah. That was crazy. It's crazy. Yeah, yeah, yeah, we'll see. We got. Save that, save that, save that. They said the leather coat just came out. Yeah, I love it. I mean, do I even talk about it?

[Ian Dunlap]

God ain't done with me yet.

[Rashad Bilal]

Yeah, just went like 140 over 92.

[Ian Dunlap]

We're live. I gotta spice it up. Oh, we missed leather jacket vibes. Jensen, here we go.

[Rashad Bilal]

Yo, Leather jacket in intact. I mean waste management. I think you nailed it. Obsession proof. If you look at the their financials, profit margins is pretty incredible. And this is one of those things. It's like it's a business that you're not thinking about, but it's completely necessary. And how does AI affect it? Well, we were in California a couple years ago. There was a guy driving the truck, but there was no party picking up the trash or robotics. In fact, that'll lead to Autonomous at some point where it won't be anybody driving that truck. And if you don't have it at a certain spot on the curb, it's not being picked up. You can see how that, that will be the future of, of some of the waste management. But you know what we forgot to mention about this whole thing when we went to Nvidia. Thursday was Quantum Day. We completely. Oh yeah, and then there's that part. So I know a lot of people I INQ went up 17 today, which is pretty incredible. But yeah, Quantum. This is something that he said was going to happen 30 years from now. We're so far away. And then the fourth, 45 days later, he had the heads of pretty much every company that is big in the the quantum space. IBM was there, Brigetti was there. All the players were there on stage with him. And so again they're not, they're not just there to, to have coffees and donuts. There's partnership there. If there was, if they're not there. Right. Like we didn't see Apple's presence there. There's a reason for that. And so it might happen sooner than you think. Right after we go from the GPU model. What would be the most. Quantum computing. So yeah, that might be something.

[Ian Dunlap]

I love you, but quit spamming the chat. I love you. Quit spamming the chat. I'm be real. What's the purpose of being rich if you can't say what you want to say? For one or two to Jensen last year they didn't even have. I'm bringing that my Quantum Day wasn't part of it. Shout out to Ionq. Imagine me telling you that a technological wave is going to come true. And he then says oh it's 10 to 20 years away and two months later have a Quantum Day.

[Rashad Bilal]

Yeah.

[Ian Dunlap]

We are seeing high level government contract and international arbitrage games being played in real. This reminded me of when J.P. morgan first said we don't believe in crypto while buying bitcoin at the London trading desk. But telling Americans we don't believe in it. For Vanguard and BlackRock to then come.

[Rashad Bilal]

In.

[Troy Millings]

Seven years, he says because I'm like quantum, like that's going to take 10 years. She's like seven.

[Ian Dunlap]

So they're front running the innovation that they didn't even create. It's interesting. Do you guys want the truth or you want to be talked to nicely? And that's part of our issue. We want it to be packaged a certain way and we want to have decorum and be, be well dressed and well spoken to people who are going to war and warlords with us. And I'm gonna be real. Most of the people on the Internet who act nice and all polite, they knocked out real life. They some dogs on both sides. Even the liberal side has gone conservative for equity in funding. But I'll clean up the language. But there's language, the thing that we should be worried about when we're losing equity in real time. We was in Silicon Valley four days. I may have seen 30 black and Latin people in combination. That's my brother Nvidia. Maybe 30.

[Rashad Bilal]

That was dope. Yeah, that. You nailed it. That. That's the play. That's the play. Tell you not to do it while they're doing it.

[Ian Dunlap]

Peekaboo.

[Rashad Bilal]

It's a fact. Everybody in chat. I put the list of, of different opportunities in AI. I've been putting them in there. So if you look, just, just scroll back up. I've been putting them in based on category.

[Troy Millings]

Chat, chat, chat.

[Rashad Bilal]

I'm gonna put like two more.

[Troy Millings]

Salute to chat. Salute to the chat.

[Rashad Bilal]

Whoever can capture all those and put it in the list for somebody, that'd be great.

[Troy Millings]

Bigger than the chat.

[Rashad Bilal]

Shout out to Chad.

[Troy Millings]

Kanye west put out a good album too. I'll be honest with you. Talk about that on Wednesday.

[Rashad Bilal]

Can you talk about the text message on Wednesday?

[Ian Dunlap]

He come out with Nazis in Paris. Was that on there?

[Troy Millings]

Hopefully not.

[Rashad Bilal]

Yeah, that's on the B side. That's on the B side.

[Troy Millings]

Hopefully not apld.

[Ian Dunlap]

No. We need to get back to dead or alive. This one isn't dead, but this is. No, no. Every other company right now is just Nvidia's child, Y'all. All sons, but no apld. I would not touch at all.

[Rashad Bilal]

Let's. Let's do something technical. Can we do that? So. So we talk about technicals. We talked about the. The 20 day, 50 day, 72, which I know is one of your favorites.

[Ian Dunlap]

Yeah.

[Rashad Bilal]

200 day moving average. What does that tell us about the state of the market? Because a lot of people get confused and try to figure out, well, why they keep saying that. So let's break that down.

[Ian Dunlap]

It's a classic, tried and true methodology for how to get into the market. So when people are asking, hey, what do I buy? The fact that the market is above the 200 day moving average means we are pushing bullish. Tesla had a great day. S P had a great day. You can even see it at the start of the Sunday session. So anytime that we're below the 200 day moving average or right at it, that's a good place for you to buy, especially if you're looking on a monthly chart. But if we are breaking above the 200 day moving average, that means we are going into a bullish cycle once again. Around this time of year is when a lot of our funds, hedge funds and funder funds start to put money into the market and deploy capital for their clients. That's part of the reason. Second reason is asymmetrical. Could they put in money at a place and almost be guaranteed upside return? We got to that point. But if you want to know a very easy way of where to get into the market and how to read.

[Rashad Bilal]

It.

[Ian Dunlap]

It'S definitely leaning towards a bullish environment. And I think we'll push up for here, especially since Trump, they got a call and was told to ease up on the. Some of those tariffs as well.

[Rashad Bilal]

Yeah, I think, I think it's a clear sign of what we were kind of referring to maybe a few weeks ago when we talk about support and resistance. But yeah, 200 kind of gives you that a longer scale time period of how people are feeling about the market. And so we saw some pullbacks. We saw the S p go under 10, which is correct in territory. We saw the Nasdaq do it, we saw the Dow do it. And so like you said, once we start trading above that, that now speaks to trend lines that are moving in a favorable position toward the market. So that, that's always a good thing. I think the VIX is also something that people should be paying this transition.

[Ian Dunlap]

Sure.

[Rashad Bilal]

We got down to about 18, which is good. Right? We were trending up towards 30. I said yellow. If we get to 35, seat belts on. And look, we've had a reversal in that sense. So those are good signs. I think last week we're like, yo, where's the bottom of the market? Where's the bottom of the market? When we start to see reversals from that 200 day, when we start to see the VIX pull back into the teams, these are good signs that the market are going to be moving ahead. And it also goes back to further. The best months to be trading in, we're in for sure toward the end of March. We know that April is one of the best months to invest, but this is why we have those lows in March. So you can see some of the gains in April. So keep that in mind too.

[Ian Dunlap]

And if you never want to have to guess and learn all this technical information about where to get in, go to Ian invest.com and join the Red Panda stock club.

[Rashad Bilal]

Join the family.

[Troy Millings]

That's a fact.

[Ian Dunlap]

Even in media. Quick lesson. You need good cop, bad cop. So me and Rashad alternate what days we're gonna do it. But some days when we're live especially I don't mind being the heel. It's okay. You may not agree with the cursing now, but you're gonna curse like hell when you up 400 from listening to me. If I made you money, please put yes in chat.

[Troy Millings]

Yes.

[Ian Dunlap]

Know what my value is too, because if I make a little call to him. Let's not do the show for two years. I know what that's worth. You're talking podcast rankings and media ranking. Charlemagne will be in the best fest. Talk about it, won't he? Shout out to my brother.

[Rashad Bilal]

This guy's crazy. This guy's crazy. Shout out to Charlotte. Mask motivated, core weave. Is that a good ipo when it does. When it does ipo. That's a definitely a company you should have on your.

[Ian Dunlap]

And I'm apologize to DJ Envy on stage too. Let the public apology be as loud as the disrespect. I'm doing better. It's taking me a while.

[Rashad Bilal]

Disrespect what's public. The apology will be the same.

[Ian Dunlap]

Has to be. Get my boy in the water and everything.

[Rashad Bilal]

Yeah, that's mature. That's growth. That's growth. Yeah.

[Ian Dunlap]

That's my dog. That's my guy.

[Troy Millings]

Okay.

[Ian Dunlap]

See?

[Troy Millings]

Oh, 23andMe. 23andMe. A company that was once valued at $6 billion, now under 50 million. CEO. CEO resigned.

[Ian Dunlap]

Yeah.

[Troy Millings]

Man. What's the make of that?

[Ian Dunlap]

I'm be good cop now. My first thought is, isn't it interesting after a bioweapon was sent to have an adverse effect on our country that all of a sudden American citizens data is up for sale while we're in the middle of a global war with China. It's over. They're playing a different game. They have part of Africa, part of Mexico.

[Rashad Bilal]

The infrastructure.

[Ian Dunlap]

I just find the timing very interesting.

[Rashad Bilal]

Yeah, that. I think that was my first thought. I was with you on that. It was company goes bankrupt, CEO steps down.

[Ian Dunlap]

Yeah, that's 6 billion dollar valuation. You like, you have to try to do that.

[Rashad Bilal]

Those are the headlines. That's the headlines. The. The important part is like where's all the data and who now has it? Because if people. We're talking like their DNA, what you did, you have to put like your, like a hair swab and they got your DNA from that.

[Ian Dunlap]

Yep.

[Rashad Bilal]

That just goes up in.

[Ian Dunlap]

So hypothetically, if I had an agentic AI system ran through Deep seq, wouldn't it behoove me to take that data and then maybe potentially create derivative works based off of that health data data?

[Rashad Bilal]

Well, that's the interesting. So we had an interesting conversation about that. You just made me think of something right when I was.

[Ian Dunlap]

We.

[Rashad Bilal]

We might have been at a company and we were talking about the. The biomechanics of AI. Allegedly. Allegedly. How it could cure some health diseases and how would they get the. The information or the data from people so that they can put performance tests to use DNA and get genetics. And it was like the number one issue issue was that people would have to sign over that data so that the people could have records to it. Most people are not going to give their health records to a company so they can use that for testing. But if there is a data leak with your DNA, Allegedly, allegedly. That makes it a little bit easier. A lot of bit easier. And you ain't even know it.

[Troy Millings]

African.

[Ian Dunlap]

I just press on YouTube.

[Troy Millings]

African ancestry. If you're interested in getting your DNA tested, who owns that company? Huh?

[Rashad Bilal]

Great company, by the way.

[Troy Millings]

Yes, I support, I support that wholeheartedly.

[Ian Dunlap]

Oh, yep. Wholeheartedly.

[Rashad Bilal]

Yep. Yes.

[Troy Millings]

Speaking of Nvidia also is. You know, it's crazy. Don't be surprised if you see Nvidia at Invest Fest. But when he was talking to him and he was like, yo, hello. He's like, invest Fest. Like that's crazy. Like what you guys like you're just.

[Rashad Bilal]

Gonna give him that?

[Troy Millings]

Well, I said, don't be surprised. Allegedly. Allegedly. Allegedly.

[Ian Dunlap]

Hey, I thought the same thing. I said, damn.

[Rashad Bilal]

Okay.

[Troy Millings]

Allegedly.

[Rashad Bilal]

Allegedly.

[Troy Millings]

But he's like, yo, Invest, that's crazy. Like, yeah, like we need to be involved in that. You got. You can't take things for granted. Yeah, can't take. Sometimes when you have something, it's human nature to take it for granted. When. What did, what did Jay Electronica say? He said familiarity doesn't breed appreciation, it breeds contempt content. Like the more you have something, the more you just disregard it. When you don't have anything, then you appreciate it because it's like, oh, it's like a mystery. But when it's like in front of you, you don't look at it. It's not, it's not. It's just like a regular everyday thing. Far from normal. Far from normal. That's from hq. That message has been delivered from hq.

[Rashad Bilal]

That's a fact.

[Troy Millings]

If you're Interested? Who has a question? Let's answer a question in chat.

[Ian Dunlap]

Yes, please.

[Troy Millings]

If you have a question in chat, put in chat. We're live. Those that pay, pay attention. That is a fact.

[Rashad Bilal]

That's a fact.

[Troy Millings]

That's an old school rule.

[Rashad Bilal]

We got this question earlier. It said, how do I get my 20 year, 8 year old son to see the importance of investing?

[Ian Dunlap]

That's a great question.

[Rashad Bilal]

Yeah, we kind of get that question a lot. How do I show like my younger, my children or my college graduate that they should be investing? Where would you start?

[Ian Dunlap]

You have to leave with a result. So invest. Like just ask your kid, do you want to be rich? And if I gave you a bunch of money to be rich, would you be happy with that? They're gonna say yes. Then invest for them. Especially in this era, you have to show the kids the result. So whether it's you starting with a thousand or five thousand, a lot of times the kids are different than us in this era. They want immediate gratification. The great part about having a show, if you bought in at the price while I said Nvidia will get to, you can give them immediate gratification. I haven't done this in a while. Don't nobody else asks. Message me, I will put you in stock club for free for a year so you can give your child immediate gratification. To offset my language this evening. Okay, yeah, but you have to do the actual work and get. The thing that made Xander love investing was not me doing a fundamental analysis of it. He saw me put in a bunch of money into Apple and then I took the money out and threw it on the bed like I was chasing diamond players Club hit different when they actually see the money. Wait, all this came from Apple? All that Apple over with. Xander don't want to hear that. Oh no. Apple to him is a printing press.

[Rashad Bilal]

I put three steps and I think you kind of encompass those three steps. I said lead by demonstration.

[Ian Dunlap]

Yep.

[Rashad Bilal]

Make it relatable, make it real. And I think the scenarios that you just explained, kind of for all those things. Right. You I'm gonna trade. Right. They're gonna see the benefits of me trading. Here's some of the benefits, how they affect you. That's leading by the demonstration, making it relatable. Find the companies that make sense. And this is true. Like I would argue five years ago, maybe six years ago, people had no idea what Nvidia did. They just knew that we kept saying it. So invest in it. We've got to a point, like some of the audience has figured out what they do because we talk about the gpu, gpu and now it's like to the point where people are actually understanding the entire ecosystem, which is how it works. Right. The first thing is lead by demonstration. You put it in your account. That's the first thing. Right. Great company. We're telling you. Great company. We showing you why it's a great company. It became relatable because you understood, hey, this is what a GPU does and here's how it's going to affect the world going forward. And it became real. Like now we're saying like, yo, here's what the GPU does, but here's how this ecosystem is built around it. So if you do those three things, I think for any age, not just like your college graduate or your kid who's in high school or your sixth grader who's about to go to middle school, like make it relatable, make it real. And lead by demonstration.

[Troy Millings]

Those are the 3 arc. Is it the return of Kathy with another Invest Fest alumni, somebody that used shared the stage with.

[Ian Dunlap]

Let me see. Go ahead. What's the deals to Kathy? The entire ARC team. Don't worry.

[Rashad Bilal]

Okay.

[Ian Dunlap]

I love love y'all dearly. Do I think they will make a return at some point? I'm not sure. I do think that she's made some improvements and the way that she's structuring the portfolio. But I think it would be great to have a return at Invest Fest. I. I would definitely lean towards Vanguard BlackRock first, maybe some exposure to IBIT. But I do want to point out once again, if it was not for her that the Tesla and Bitcoin parent in a portfolio long term, we would not have the Michael Saylor of today. So I will propose. I would love to get Novograts, Kathy and Mike on stage at the same time for Invest Fest. So any y'all micro strategy Maxis hit Michael Saylor up, please shoot him an email. See, we can do.

[Rashad Bilal]

Yeah, you don't even got to create the email. Put it in your GBT and tell him why he should be there. And then just keep pulling that every day for the next 140 days. Yeah, I mean if you. It's tough. ARC is obviously it's had a pullback. If Tesla, which leads the fun has a pullback in a drawdown. Yeah, the, the fun is going to fall. And then when you talk about Tesla and the correlation between that Bitcoin, which is a great comparison. Bitcoin had a pullback. Right it got up to 108 and then it fell down. I think even last week it got down to 78,000. And so those two things, Tesla, Coinbase, Roblox has actually performed well, which is in the top four. If you're going to have a drawdown in, in the leading companies in their fund, then your fund's not going to perform well. She actually sold some, some, some Meta shares. I'm always interested in seeing the timing of when she sells shares because we've seen it not work out in the past. We, you know, she sold tons of hundreds of, of hundreds of thousands of shares of Nvidia and we saw how that panned out. Now some Meta shares when it pulled back to like 570. So it's interesting how she goes about it. I mean, she's incredible. One of the brightest minds that we've ever spoken to for sure. But yeah, it's having a tough time right now, obviously, as the, the leader of the fund is trying to figure its way out here.

[Troy Millings]

We gonna figure it out.

[Ian Dunlap]

Someone asked, what's the next Nvidia or Palantir? There is no new Nvidia.

[Rashad Bilal]

No, that's not.

[Ian Dunlap]

Yeah, they are. To go to an older Rockefeller reference, they are Standard Oil of GPU and AI.

[Rashad Bilal]

Yeah.

[Troy Millings]

Yeah. My biker strategy had a big day today. It was up 31.

[Rashad Bilal]

Good day for the market today.

[Troy Millings]

MicroStrategy jumped over 500,000 bitcoins. Owned 500, 000 bitcoins.

[Rashad Bilal]

That's a lot. It was a good day.

[Troy Millings]

Bitcoin.

[Rashad Bilal]

It was a good day. We. Tesla was up 30. ASML, shot up $12. We saw AMD go up. It was. It was a nice day for the portfolio.

[Troy Millings]

Bitcoin. Yeah, Bitcoin. Back at it.

[Rashad Bilal]

Was it at 85? Did it. Did it cross 86?

[Troy Millings]

86.

[Rashad Bilal]

That's 86.

[Troy Millings]

Almost 87.

[Rashad Bilal]

Okay.

[Troy Millings]

All right. What do we learn? What do we learn today, folks?

[Ian Dunlap]

It's over. I hate to report the news, but it's over.

[Troy Millings]

The game is over. That's like that NAS album on I Am. I think it was on the intro. He's like, it's over. Y'all let Giuliani win. It's over. The game is over. Like, it's over. Y'all let China win. How y'all are trying to win this man.

[Ian Dunlap]

Oh, is bricks a conspiracy? Remember they were saying that three years ago.

[Troy Millings]

Y'All let China win the war and China has a terrible human rights record.

[Rashad Bilal]

Terrible.

[Ian Dunlap]

Terrible. Isn't it interesting to be beat with your same horrible Human rights record. Just another form of slavery, which is the first tech that was deployed at scale in the United States of America to make it the United States of America. So you get beat by your own game now, of course. Is there Ponzi's in China? For sure. Allegedly. Is there economy on a house of cards like you said earlier? Allegedly. Will they even ruin parts of their real estate market to drop the global value of what ours is worth? For sure. But we got beat by our own game.

[Rashad Bilal]

It's over.

[Ian Dunlap]

Yeah, but what do we know? And when I stop being passionate and stop cursing, that means I don't care anymore and I'm out the door.

[Rashad Bilal]

I got some information on TSM that we're going to share at a later date. But we're gonna be all right. Yeah, we're gonna be all right.

[Troy Millings]

Ladies and gentlemen, real quick, real quick.

[Ian Dunlap]

Real quick, real quick.

[Troy Millings]

Because.

[Rashad Bilal]

And you know we spoke about this right before we came on. But in terms of AI agents, this is, this is a report just came out. So the big four in the big four, the largest global professional services companies. Deloitte, Ernest and Young, price Waterhouse, so PwC and KPMG all have. Are making efforts to lead AI agents inside of their offices going forward. Which means that there will be less jobs in those spaces. Because who needs to pay insurance when you can pay your AI agent?

[Troy Millings]

Well, Robert Smith, he offered to sell us an AI agent.

[Rashad Bilal]

Gotta take him up on you.

[Ian Dunlap]

Follow up on Howline Bling was.

[Rashad Bilal]

Yeah, yeah, I'm not.

[Troy Millings]

I'm not engaging with anybody that has not been offered an AI agent from Robert Smith.

[Ian Dunlap]

So talk about it. I don't want to hear no.

[Rashad Bilal]

So like it's a very limited list for the record. Just it's a few of us.

[Troy Millings]

You deserve to be rich. New York Times bestseller. Make sure you get that. A great road map to financial Freedom. Invest Fest. August 22. August 24. Red Panda. This does have a discount code. Red Panda community. Bells and whistles. You never know who might come. You never know who might come.

[Ian Dunlap]

Elon Musk. See you there.

[Troy Millings]

Allegedly. Allegedly.

[Rashad Bilal]

Yo, this guy's crazy.

[Troy Millings]

Allegedly. Get your fender booth too, because those boys allow those sell out early. Yeah, those vendables sell out pretty quickly.

[Ian Dunlap]

Join Red Panda stock club if you want to get rich from the market. I appreciate you guys so much. If I've made you money, please put yes in chat. Thank you to everybody at Nvidia Meta. Guys are super micro. I appreciate you. Guggenheim is interesting. The healthcare space. I can't Lily Agentic Wait for it on all the lower tier pharma companies.

[Troy Millings]

I keep talking about Diddy, man. If he beats this case, y'all gonna.

[Ian Dunlap]

Have put your money on the table, break it down, split it up, get your laugh on.

[Troy Millings]

Yeah, y'all keep talking about Diddy, man. All right. All right.

[Rashad Bilal]

Yeah.

[Troy Millings]

All right. Shout out to my man Panama on the check in.

[Rashad Bilal]

P. What up? Shout out to my dog, Tweet. He was out in Atlanta with a shout out to people up to the event with us. A couple of MG was out there with us. Shout out to mg. Shout out to.

[Troy Millings]

Terrell, Pastor Philip, Phil, my brother Philip in the building. He. He got the 20, 2819 church. Yeah, all crazy.

[Rashad Bilal]

That was. That was a great blackout episode.

[Ian Dunlap]

Okay, let me address this. Joseph said y'all talk network, but maybe if you got the personal attacks, y'all could have a dope combo with Elon. I am one of the catalysts for why most of the people in our community is in Tesla. This. This is real. Okay, everybody put it in chat. That is. This is called an analytical assessment. So because it's me, it may not get looked at the same as if it was someone of a fair complexion. Cool. I get that. But a lot of the things. And y'all notice, too. Put a yes in chat if you see me say something. Then other publications talk about it an hour after or the morning after the show comes out. For the record, too, I don't have a grievance with Elon. I'm calling a spade a spade. And if you. I don't know if you are, because I rock with you. I've talked to people, and I talked to them in the White House the night of the election. So stop this. We're biased. This is called reporting. And just because other networks, because they're not independent, they can't give you the real take. I'm sorry. Charlemagne once said, you can be of the industry or of the people. I choose to be of the people. I don't care about the industry.

[Rashad Bilal]

Journalistic integrity. I'll be honest with you. And just to furthermore, like, cement what you're saying, when we run into execs from these companies, yes. First thing they say is, yes, we love what y'all doing. But the next thing that they say is, like, y'all are spot on. Y'all are spot on. Keep going. And that's from Meta. That's from Super Micro.

[Ian Dunlap]

Right hand Report.

[Rashad Bilal]

Shout out to my Google fam. Yeah, y'all are spot on. Keep going. Again, those are those validating moments like when the research actually comes into fruition, you're like, all right, let's keep going. Because not only are we getting this right, but the people that are listening again, too. And that's the biggest thing, right? Yes. Everybody's not going to get invited to the gtc. Everybody's not. Some of us will. But it's. It's our job and our duty to say, like, hey, we were there and this is what's happening. And that's what we're going to do. Information is on us. Execution, though. We're going to be on.

[Troy Millings]

Yeah, I can't come to invest.

[Rashad Bilal]

That's a fact.

[Ian Dunlap]

That's a Great segue.

[Troy Millings]

Media master.com for the culture.

[Ian Dunlap]

Yeah. See, and this is why I be Negro or Negro heal. Rashad's in lighter color. Good guy. Media training. Support black colleges and schools. On what you, brother, I'll see you support black colleges.

[Troy Millings]

Very important.

[Ian Dunlap]

And for the record, this is the thoughts that I have in perspective I may have given on the guidance. His right hand reports and chairman of that co chairman and senior advisor have the same opinion. And so does J.D. vance and Donald Trump.

[Troy Millings]

That's a fact.

[Ian Dunlap]

These are the conversations that people are actually having in business. I'm just crazy enough to have them in public for the time being.

[Rashad Bilal]

Short time.

[Troy Millings]

I'm here for a good time, not a long time. That's a fact.

[Ian Dunlap]

Boy. Shout out to my mom and dad. Shout out to us. My baby Xander, for getting baptized. I love you.

[Rashad Bilal]

Oh, praise God. Amen.

[Ian Dunlap]

Yeah, that's my baby. As soon as angel send me this text when I can be done talking to the public, it's over with.

[Rashad Bilal]

We ain't doing it no more, dad.

[Ian Dunlap]

Yeah, I like to go lit at school and. Oh, I asked him yesterday, you still want me to do the show? I like the show. Me and my friends watch it. Shout out to the parents at the school who watch it. Love y'all.

[Rashad Bilal]

Important. It's important. It's important. They Google it.

[Ian Dunlap]

And I appreciate y'all. It was a great time hanging out. Great content, classic combos, many combos we can never have in public. But I appreciate y'all, man, for real.

[Troy Millings]

That's a fact. Appreciate you, man. Appreciate it. Appreciate it, man.

[Rashad Bilal]

We made it, man. We made it back, man.

[Ian Dunlap]

Thank God.

[Troy Millings]

I was worried.

[Rashad Bilal]

I was like, damn, yo, the way he hit me in on the plane, I'm like, what? He's like, pause. You right, Pause. Damn, Ian. The way he tapped my shoulder with his hand on the plane, I was like, what happened? This guy's crazy.

[Troy Millings]

This man.

[Rashad Bilal]

Right off screen. Grow up, Ian. What is the maturity we just spoke about? Forget it.

[Ian Dunlap]

I gotta mature faster.

[Rashad Bilal]

That's definitely false. It's been real, man.

[Troy Millings]

It's been real. Ladies and gentlemen, invest fast. Get your tickets. Blackout, Tamika, Mallory.

[Rashad Bilal]

Wednesday.

[Troy Millings]

This Wednesday.

[Ian Dunlap]

No, you should not invest in Saratoga water.

[Troy Millings]

Shout out to that dude for going viral.

[Rashad Bilal]

Like, millions of followers.

[Troy Millings]

He's very viral.

[Rashad Bilal]

Did he have millions of followers prior to this?

[Troy Millings]

Yo, that cooks the alligators. I need to. I need to get in touch with you if anybody knows him.

[Ian Dunlap]

And a shark.

[Troy Millings]

Yes.

[Rashad Bilal]

He cooking alligators.

[Troy Millings]

Yes.

[Ian Dunlap]

And shark.

[Troy Millings]

I need you at Invest Fest, brother.

[Ian Dunlap]

Like, alligator bites fire, though. Those are.

[Rashad Bilal]

Yeah.

[Troy Millings]

Bs.

[Rashad Bilal]

Animal cruelty is gonna be calling he.

[Troy Millings]

So his thing is that he cooks. He cooks rabbits.

[Rashad Bilal]

No, Come on, man.

[Troy Millings]

We ain't doing all that deep fries.

[Ian Dunlap]

Rabbits eat rabbit in the South?

[Rashad Bilal]

Yeah, I saw possum. Yeah. What's his name, Ian? Possum, dude from the Panthers.

[Troy Millings]

Possum. He's cooked possum.

[Rashad Bilal]

That's an ugly animal, bro.

[Ian Dunlap]

For sure.

[Rashad Bilal]

It's a rodent.

[Troy Millings]

That dude's crazy. But he's viral, too. And Lethal shooter. I gotta actually see this happen in person.

[Ian Dunlap]

Did you see.

[Rashad Bilal]

No.

[Ian Dunlap]

No.

[Rashad Bilal]

You saw what Steph just did.

[Troy Millings]

Yeah. That was crazy. But lethal shoot. Lethal shooter did the water bottle.

[Rashad Bilal]

That's ridiculous. That's ridiculous.

[Ian Dunlap]

That's crazy. That's different.

[Rashad Bilal]

Steph shot was ridiculous. And then people were in the arena and watched that happen. Yeah, they had different angles of. He really made that shot. Lethal shooter shooting a gummy bear in a water bottle from any distance is ridiculous.

[Troy Millings]

Lethal shoot, a different.

[Rashad Bilal]

That's like something you practicing, like you in detention. You just trying to figure this thing out.

[Troy Millings]

Lethal shoot is different, bro. Oh, rabbits. He cooks rabbits also.

[Rashad Bilal]

People in the south eat that.

[Troy Millings]

People in the south eat rabbits.

[Rashad Bilal]

Yeah.

[Troy Millings]

I've been in the south for a long time. I've never seen.

[Rashad Bilal]

You're not from the south, though.

[Troy Millings]

Like, I'm not from this. I used to live in Florida.

[Rashad Bilal]

That doesn't mean you're from the South. Like, I used to live shout out.

[Troy Millings]

To all my Floridians out there.

[Rashad Bilal]

Little Rock in Mississippi. And, like, that's part of the South. Deep South.

[Troy Millings]

That's actually like, Midwest kind of Arkansas South.

[Rashad Bilal]

It's not the Midwest. From the Midwest.

[Ian Dunlap]

Yeah. Arkansas.

[Rashad Bilal]

There's no.

[Troy Millings]

That's not Tornado Alley. That's like Oklahoma.

[Rashad Bilal]

That's not.

[Troy Millings]

Oklahoma is not the South.

[Rashad Bilal]

Oklahoma is central.

[Troy Millings]

That. Arkansas is central.

[Rashad Bilal]

No, Arkansas is to the right of that. So Arkansas is the south.

[Ian Dunlap]

The south end.

[Rashad Bilal]

Like, like East Texas.

[Troy Millings]

Shout out to the south, man. You know, I. I've been all over the South.

[Rashad Bilal]

Nick said I definitely eat rabbit.

[Troy Millings]

I don't been all over the South. Louisiana, Florida, Panhandle, Mississippi, Alabama.

[Ian Dunlap]

They definitely eat Virginia.

[Troy Millings]

North Carolina, South Carolina.

[Rashad Bilal]

We never. We've been to South Carolina. You've been to Southern. That's the one. I was. Somebody said that to me.

[Troy Millings]

I've been in South Carolina.

[Rashad Bilal]

What you was doing out there?

[Troy Millings]

Yeah, I've been like, I was outside for all this. I was outside before all of this. In real life, I used to live in Massachusetts. I used to live in Florida. I used to live in Hawaii. I've. I've done a few things, perhaps.

[Ian Dunlap]

For sure.

[Troy Millings]

I was in Bradenton, Florida, by Sarasota.

[Ian Dunlap]

Yeah, yeah, yeah.

[Troy Millings]

Not far from Tampa.

[Ian Dunlap]

Tampa Vibe, Sarasota, Ybor City.

[Troy Millings]

Ybor City. I was in Tampa before they won a Super bowl when they had 2,000.

[Rashad Bilal]

John Gruden, John Derek Brooks and Warren Sapp. Keshawn Johnson was on that team.

[Troy Millings]

Shout out to everybody at IMG Academy.

[Ian Dunlap]

Big facts. Yeah.

[Troy Millings]

One day I'm going to do a documentary.

[Rashad Bilal]

Until then, yeah, I'll be good, man.

[Troy Millings]

Follow the Instagram, through the text, through.

[Rashad Bilal]

The prayer for everybody. Love is love. Y'all know that one phone call, one text can shift somebody's day. Definitely can shift somebody's life, man. Y'all be good to each other. Y'all be good to each other. And love is love. Peace.

[Ian Dunlap]

Eric about to say I'm just passionate about my ish. That's all.

[Rashad Bilal]

Passing about my love. Peace.

[Ian Dunlap]

Love, y'all. You worked hard to lay the foundation for your contracting business.

[Troy Millings]

And when you're with Amex Business Platinum, you can keep building it up with a flexible spending limit that adapts with your business. And since you earn 5 times Membership.

[Ian Dunlap]

Rewards points on flights and prepaid hotels.

[Troy Millings]

Booked on amex travel documents, you get even more from on site overseeing. That's the powerful backing of American Express. Not all purchases will be approved. Terms apply. Learn more@American Express.com Amex Business. Wow.

[Ian Dunlap]

What's up? I just bought and financed a car through Carvana in minutes.

[Rashad Bilal]

You, the person who agonized four weeks over whether to paint your walls eggshell or off white, bought and financed a car in minutes.

[Ian Dunlap]

They made it easy. Transparent terms, customizable, down and monthly. Didn't even have to do any paperwork.

[Rashad Bilal]

Wow. Hey, have you checked out that spreadsheet.

[Ian Dunlap]

I sent you for our dinner? Options. Finance your car with Carvana and experience total control Financing subject to credit approval.