You MUST OWN these 2 stocks‼️

Who's burning the flapjacks out there? Oh boy, we got some moves and some grooves out there here today. We got a lot of stocks we're going to talk about here today in this video. Tesla Myasa went down 14 12 percentage points here today. Celsius, the wealthiest, made us the poorest here today, down 4.5%. Google McDougall was down 7% here today. Oracle down. Amazon down. Service Now stock was up nicely after hours yesterday. Guess what happened? It went down. Chinatown. We'll talk about a bunch of stocks in this video here today at right at the front of it. Uh I want to give some opinions, perspectives. We'll talk about messy setups in some of these stocks. What's holding them back? Uh what's going to happen to them when those things aren't holding them back? How long is it going to take for those things to work through? All that good stuff in this video here today. Okay. AMD, bunch of exciting things going on here with AMD. I got a bunch to talk about in regards to AMD. AMD could be getting ready to roll once again. Then once we get done going through that, I want to react to this video here. Investor patience is wearing thin with Tesla. I thought we'd talk about this cuz uh I spoke on X here today about what price I'm interested in buying Tesla back. If you don't know, Tesla may have a long storyried history as a I think was my first stock I ever crossed seven figures plus on if I recall, right? And uh was a gamechanging stock back in the day for me and then I sold out over time, right? And um the question is what price am I willing to buy back Tesla? We'll talk a little bit about Tesla Mesa in this video here today. Okay. Then once we get done going through that, I want to react to this video from 2 hours ago. AMD CEO Lisa Sue. We're seeing 30 times more performance with our Helio systems. Looking really forward to reacting to that. And then last reaction is I just want to react to a couple things here in Arvin's video. So Arvin, he reacted to NAS in my uh house tour of my old Summerland house. and um he made a couple points and I just want to push back against a couple points in that particular video. Like obviously I always respect when people critique things, but there was a couple points I want to bring out to you guys. So I think a couple things are said in that video that I think uh will open up your guys' minds to like you know as you climb the ranks of money and as you get wealthier and like what's important in those sorts of things. Okay? And so I thought I would speak about that subject in this video here today. So hope you guys really enjoy that. Appreciate y'all for joining me as always. One thing, one thing only I need from you guys. Just smash that little thumbs up icon. Make that thumbs up button below. That's all I need from you. I hope you can do that for me, man. It was a tough one here today. I think the public account was down over six figures today and I just need one little smash that like button, please, for me. I need it today. Okay. And additionally, make sure to subscribe here to the channel. Okay, listen. Looking out there here today, winning Netflix was green. Everything else was red. Okay, now I want to what I really want to do right now is I want to go through big tech and I want to talk about how messy these stocks are. Okay, so Tesla's been messy. It's still messy. You know, robots, robo taxi, that's future stuff hopefully someday, but right now they're just trying to sell cars and they're not doing a very good job of it, right? And their margins are bad. Everything's bad pretty much at Tesla other than the balance sheet because they made a bunch of money from years ago when they were actually having very hot demand and they were making great margins on their cars years ago, right? And so, you know, Tesla's a messy story. We'll speak about that one more uh in that clip. So, I don't want to go too in depth in regards to Tesla, right? Google's a messy setup because the capex is out of control. So, the cloud numbers were incredible, but it's messy from a capex perspective. Now, they're talking about 200 billion. Don't be surprised if the number ends up being even bigger than that. Uh just in capex this year. And you look at a company like Google. Yeah, cloud business is raging hot, right? 82% growth last quarter. It's insane. But they increase revenue about 11 billion for their cloud business. What good is that if you spent over $40 billion in the quarter on capex, right? So, and then you're expected to spend even more the next quarter and more in the next quarter and more the next year. So, this is the issue. At some point time, these companies are going to have to reign in that capex. That's not going to be fun for the chip stocks. when that day comes. It's not yet, but when that day comes, it's not going to be fun for chip stocks, but that's going to be the moment stocks like Google can start rolling higher, right? Oracle can catch a break. Um, I think they got some good news after hours, but man, that stock just down and out, right? Uh, 120. A lot of people don't believe in a lot of their back order, their their, you know, um, future performance obligations, which a lot of that comes from Open AI, and so there's a lot of doubt around Oracle, and that's why that stock remains weak. Amazon. I mean, the thing with Amazon, their earnings are going to be good. AWS numbers are going to be really good. Probably the most exciting in a long time, but they're another capex casualty right now of just crazy numbers, right? Salesforce can't catch a break cuz Service Now went down after those earnings, right? And so these companies have a different sort of spending problem than the Amazons and the Googles. The Amazon and the Googles are spending so much on Capex. The issue with companies like Salesforce and service now is they're spending so much on their new ways of doing business and with a lot of the AI companies that they could use on their back end and those costs are exploding higher. And so Service Now ended up reporting I think I graded them like a D something grade maybe a D plus grade income statement because their costs were so out of control. So the revenue growth was strong 24% but their costs are just out of control right? So, they got a different cost problem than Amazon, Google, and Meta, right? Meta is a messy story because of the capex numbers, right? Revenue looks great. They'll go they'll report a great revenue quarter again, right? But they're a messy capex story. Um, Adobe has worries about long-term competition, eating their lunch. AMD has no worries, at least as of now, right? A year, you know, few years from now, it's going to be a different question, but for right now, AMD is the one of the cleanest plays you can possibly invest in in the stock market. Microsoft has capex concerns. Nvidia has competition concerns coming for them, right? And their margins potentially going down over the next several years as they actually got a big foe in the market now, right? Apple's a pretty clean story. They're just executing. They're not spending a ton of capex. The only issue for Apple is long-term there's worries about like, well, since they're not spending so much on capex, maybe the long term that's going to come back to bite them. And that could be true, but that's still 5, 10, 15 years from now. It's not like it's happening next year or this year, right? And the market really is looking at this year, next year, the year after. And so people are going to keep buying iPhones next year, the year after, iPads, Macs, all those sorts of things. 5, 10, 20 years from now. It's a question, right? Uh Broadcom, pretty clean story there. Intuitit, uh that's kind of going through an Adobe type situation. Snowflake has great revenue growth. They do have still an expense problem, so it's not a super clean story. Palunteer is pretty close to a clean story, but the question the pal the problem with Palanteer is they're likely going to start facing decelerating growth rates. And so the thing I'll say about Palunteer, it's the most attractive time to be a buyer of Palanteer stock in a long time. Definitely in a long time. But that doesn't mean don't, you know, expect the stock to go up short term cuz it's a pretty clean story. But at the end of the day, people freak out when those revenue growth rates start to decelerate. So, you know, that makes it not necessarily the cleanest story, but it's cleaner than a lot of these other ones, right? IBM has problems selling, you know, their their big equipment right now. Netflix, you know, Netflix is a cleaner story than the stock gives the impression of. They keep putting up the great numbers. Uh there's worries about well maybe people aren't watching as much Netflix but at the end of the day like as long as people say stay subscribed to Netflix that's really all that matters. Of course you can say well if they watch even more they might see even more ads if they're on the ad tier fair play right SpaceX is messy will continue to be a lot messier in future months right MU is a very clean story as of right now uh you know obviously all those memory chip stocks are very clean and MU is one of the cleanest. So, when you look out there right now, and I was speaking about this on the main channel last night, right? It's messy. It's It's messy. And like I said last night, we're not talking Argentina. It's messy when it comes to a lot of these companies. They're not clean investment stories. They all have like a big problem, right? It's either like the spend of their business model and their income statement or the spend uh, you know, Google going negative free cash flow. It's going to get worse before it gets better. It's going to go way negative. Uh, you know, and that's going to happen with Meta. that's going to happen with Amazon. And that's crazy because you never thought these companies going negative free cash flow. Like what? But that's what's going to happen. And so, you know, as a long-term investor, you have to look through it though, right? Or Meta, Amazon, Google. Okay, let's say all their free cash flows are negative for the next year or two, right? You have to look through that. Like, I don't know what else to say. You got to look through it, you know, cuz you got to be thinking about these companies over the next 3, 5, 7, 10 years. And so if they're negative free cash flow this year, next year, and then they flip 28 because they start cutting capex a bit. But meanwhile, their revenues are still, you know, ballooning from all this capex spend they're doing this year, next year, the year before, right? I mean, it'll be pretty exciting times. And so there'll be a lot of money to be made in those stocks. So you have to look through it. As difficult as it is as a long-term investor, you have to look through and say, you know what, I'm willing to put my chips on the table. But you can't get excited about these stocks in the short term. And I think that's where some traders are getting into a lot of trouble. They think these stocks are ready to pop right now. And it's like, why would they pop right now? The story is the same. Great numbers from these companies, but their capex is out of control, and they keep taking the numbers higher, which makes investors uncomfortable. So like, why is Google just going to blast higher? Why is Meta just going to blast higher? Or Amazon? Why are any of those stocks going to go to all-time highs in the short term? No. And so, you know, they're just flounder. They go up, they go down, they don't go a whole lot of anywhere, right? And all of a sudden, it's like one week they have a good week and that next week it's followed by a bad week. And so, you know, Meta's rangebound between 550 and 750. And it's going to be like that until capex gets cut. And when's CAPX being cut? I don't know. This might be a year or two from now. Right now, you may say, why stay invested in these companies like Meta and Amazon, Google? That's what you do as a long-term investor because you don't know when changes are going to be made, right? All a sudden, you get some report that, you know, Meta is, you know, consider not upping their capex at all next year, and then Meta's up 20% the next day, and then you're like, "Oh gosh, that seems extreme. I'll I'll wait on this." And then it's up another 10% the next day, another 15% the next day, and you're like, "Oh my gosh, like I guess I'm never getting a meta again." So that's the thing you got to understand. Like that's why you just stay invested and stay stress free. Don't expect crap in the short term. But if these companies execute the way they are executing, they're going to be great long-term winners once you get through this crazy capex spend, right? And then those stocks will become very clean stories. They'll become very clean stories after that. But then you know where the mess is going to happen? It's going to be in semiconductors. After we get through this period we're in right now, which once again this might last for another year, two, three years. Once we get through this period, quote me on it now, the next mess will be semiconductor stocks. And then I'll be a mess for AMD, for for Nvidia, for Micron, for SanDisk, for all those SKH, Samsung. Those will all be messy. But that's a game to play out down the road. Okay. And so, you know, just something to keep in mind there. Now, regard regarding maybe the cleanest story in the stock market right now, it's AMD. AMD is putting up to $5 billion equity into Anthropic, which Anthropic has just been a growth beast. Now, seven uh firms raise price target on AMD. Uh Key Bank to 725, UBS 700. I told you guys this game was going to play out. I called this months ago. Wells Fargo 615, Jeffrey 615, uh Goldman Sachs 640, Rosenlat 665, 675, TD Cowan, they're all trying to get ahead of the next move of AMD. They all know AMD is about to make a move to 700, right? And so they're all trying to get ahead of that because they've been behind, behind, behind, behind in regards to this. And the question is when does AMD move to 700 plus? my opinion if the guidance is such a banger like I think it's going to be like one I think AMD could go 600 plus before you get to earnings and then if that guidance really is the banger I think it can be I think we go 700 within you know 30 trading days of you know the earnings essentially right so that's my opinion but you know am I going to place a short-term bet on AMD no I don't need to do any foolishness like that just own the stock right you like AMD for the long term own the stock. Don't play all these games. That's where people getting caught up into these call options, margin trading, right? Making all these silly short-term decisions, blowing their portfolios because they're expecting these stocks to move to this certain price by this certain date. And it's like, dude, you're blowing up your portfolio for what? You know, stay patient with it. Stay long, strong. So, then we got some other news here. AMD announced a raft of new products for data centers that it said will outperform those from rival Nvidia, aiming to make gains in the booming AI uh market for AI computing, which you know, the scariest thing for Nvidia is, you know, let's say they don't outperform. Let's say they're just in line or even slightly underperform. That's the that that's all a problem for Nvidia. That's all a problem for Nvidia. You know why? Because Nvidia's prices are so much more expensive than AMD. So that's why AMD is not a that's why Nvidia is not a clean story because Nvidia's margins are like this is the different you know I've explained this like a year ago and people have been screwing themselves because there's been fortunes of money to be made in AMD and people have been making nothing in Nvidia like Nvidia's 200 right now like it was last year it was 200 something right and so what I explained to folks and I explained this way back in spring of 2025 right and actually before that even when liberation day was happening I was watch. AMD is gonna outperform Nvidia by a mile. And sure enough, that's played out, right? And it really comes down to Nvidia is AMD's best friend. AMD is Nvidia's worst enemy. And the reason being is AMD goes more low margin. AM Nvidia has these insane margins. And what's going to transpire is Nvidia margins going to have to come down over time while AMD margins are going to get pulled up. And so it's just like the best thing ever for AMD, but it's the worst thing ever for Nvidia, right? AMD is gonna take the whole market. >> Computes becoming a lot more complicated. And what we're seeing with Frontier AI is it's really raising the bar for what infrastructure needs to do. It takes more than a single chip or a single server. You actually have to design the entire rack as one system. And that requires leading CPUs, that requires leading GPUs, that requires high-speed networking that connects everything inside the rack and across the data center. And just as importantly, this is about making these systems super easy to use. And so they need to be easy to deploy, easy to service, and very reliable. And that is exactly what we built with Helios. So today I'm super excited to launch Helios, the industry's highest performance AI route. >> So AMD CEO Lisa Sue expects the AI accelerator market to reach 1.4 trillion by 2030 2030, nearly matching the size of today's entire semiconductor industry. The growth is already showing up in usage with monthly AI token consumption up 158x over the past two years >> is that the shift to Aentic AI is certainly growing the AI accelerator market very significantly. Uh it was actually last year at this event that we called the AI accelerator market at about 500 billion by 2028 and at that time it actually felt like a very big number. Didn't you think it was a big number? >> But honestly, you look at it today and it looks conservative because the AI demand is just continuing to accelerate and you can see it, right? Better models, more usage. More usage requires more compute and more compute actually bu builds better models. And so we're now expecting that by 2030, the AI accelerator market is going to reach about 1.4 trillion by 2030. So what do you think about that? Is that a big number? I think it could be >> I mean what that means is by the end of the decade the AI accelerator market is going to approach the size of the entire semiconductor market today and although there will be many different types of accelerators you know I'm a big believer in there's no oneizefits-all as it comes to chips uh we do expect that GPUs are going to make up the vast majority of that market because the algorithms are still very much in their infancy and we're still continuing to see the workloads change and that favors programmability in the um the overall >> AMD believes it can capture over 50% of the 20 or excuse me $220 billion CPU market expected by 2030. AMD's trailing 12-month revenue is 37 billion. That means AMD believes it can nearly triple its total revenue through CPU sales alone. Right? And that's the really exciting thing is it's like you know it's a CPU story, it's a GPU story. It was like they were thinking about one CPU per, you know, uh or excuse me, yeah, they were thinking about previously they were considering like one CPU per 8 GPUs and now they're thinking like a 1:1 ratio, which definitely flips the script on that. And so AMD is a the cleanest my opinion regarding AMD here, you know, and obviously we'll talk AMD more in this video, but listen, it's the cleanest story in all of tech in my opinion for the next two years. You know, if we're just thinking about the next two years, not the next 20 years, the next two years, it's a cleanest story. They're going to benefit the most from GPUs over the next several years because they're about to take massive market share, right? And CPU demands going insane and they're the most well positioned for the CPU boom that is going to occur over the next several years as well. And all the companies, you know, are committed to their capex numbers this year and next year and maybe 28, right? Google, Amazon, Meta, all those stocks. So, it makes AMD just such a clean story and that's why that stock continues to see momentum. I think you'll continue to see a lot more momentum because it's just where else you going to find that clean of a story while also being exciting. You know, Lisa threw Lisa Sue's throwing out some big numbers there, right? And so, it gets everybody hyped and excited as well. So, you got just perfection, you know, and now they just got to come in through with a shock and a guide and then all a sudden people are You know, so if that stock goes 600 before the earnings come out, shock and all guide 700 plus, you know, exciting times. Exciting times. You know, it's a it's to me AMD is the most exciting stock in the market. I, you know, I know it's easy for me to say it's a stock I've made millions of dollars in, multi-millions, right? I I I can't find a more exciting stock at least for the next bit of time here, the next couple years, than AMD. So, all righty. Next up here, let's talk some Tesla Tesla and then we'll get into some more AMD. >> Eisen Co joins us. I mean, that's pretty much your mantra. Don't worry, be happy. But in this case, let's talk about Tesla number one. I mean, this is a company I was just reading its market cap is bigger than the next 36 biggest automakers put together. Is it just time for it to come down? >> You heard that on Power Lunch. >> Thank you. >> It's look the reality I mean they're they're they're not a car company. they when you think about from an investor perspective it's this is much more about AI disruptive tech and I think when you look at Tesla look the issue here continues to be and same with Alphabet capex investment for let's say in Tesla for physical AI when it comes to autonomous when it comes to optimist but you're not seeing in the near term and that continues to be this gut check moment >> the stock is down more than 14% does this mean that investors just don't buy it >> I think patience is is wearing thin, right? Because from an investor perspective, if you put up the capex numbers, but then you show it, they'll get benefit of the doubt. And I'd say Alphabet is out is is a different story relative to the type of growth that they're showing on cloud. I think for Tesla, this is not just right around the corner. You have to ramp up robo taxes. You have to show the physical AI story. Look, that's all that Musk is doing. And I think there is a view here too where with SpaceX and now of course Tesla must you know the the two golden childs that he has you know where this ultimately heads. I just continue to view it that we are still in the third inning of AI revolution and this is just the beginning of those things. We get we'll get to AI in a second, but to follow >> that's a that's the thing with Tesla, right? Listen listen. Tesla, my Tesla, one of the stocks I know best. The issue with Tesla is you got nothing to be excited about in the short term. Nothing. They're going to start selling robots. No, not anytime soon. Years from now, maybe, you know, 3, five, 10 years from now could be a totally different story, right? Robo taxi. Oh my gosh, has that been slow, right? Like they're still in like testing phase of this thing. It's been incredibly slow. And then even when they are ready to start launching cities, it's still going to be slow because the raw numbers are going to be so small at that particular time. And you know, it takes a while to like get everybody to know like, okay, these is available. I could take this instead of an Uber, Lift. It takes years to really get that to fully, you know, get out there. So even when Tesla's in all the major cities, which that's taking them forever because they're not even close to expanding into a bunch of different cities like that yet, right? But when it does happen, there's still like it takes like a bunch of time to get everybody to know like, oh, you can take this robo taxi and get people to trust it and be like, okay, I'm going to do this and and and I'm going to download the app and all that sort of stuff, right? So there there's there's nothing to be excited about Tesla in the short term. their margins are horrible on their cars right? And they're having trouble selling cars, you know? I don't know other way to put it. Like, they're having trouble selling cars. Like Tesla should have been, if Elon Musk was really focused on Tesla the way he should have been, and if he really had a mastermind at marketing, like he should have had, right? A Steve Jobsish master marketer. Tesla would have 20 30% market share of all US vehicles sold today and be on their way to 50%. instead they're at like 3%. It's embarrassing. It's embarrassing. The cars are phenomenal. I' I've been a Tesla driver since 2019 and they're amazing. You experience them and you're like, "Dude, why why would I drive something else?" Unless it's just like for the pure experience of like, you know, you want to hear the car, you want a Ferrari, you want a Lamborghini or McLaren, and you want to hear that sound, but outside of that, wouldn't you experience a Tesla? Like, dude, why would I drive a Toyota? Like, why would I drive a Honda? Why would I drive anything else just to be quite frank, right? Um, or unless you want like a big truck, you're like, I want an F250. I want a, you know, something like that. Like, respect. I I get it. But for most people, you know, a car is to get you to point A to point B. And there's nothing to do it better than a Tesla. That's the best in terms of I got to get, you know, to work. I got to go over here. Like, boom. That's amazing. So, but at the end of the day, they're just a small little automaker. And it's like, it shouldn't be that way, man. But they they they haven't got it right when it comes to marketing. Apple understood marketing on a high level with Steve Jobs back in the day, right? And they did a phenomenal job and they built that whole company and that's why you see Apple with a 50% market share. You know, it's incredible what they've been able to pull off. But meanwhile, Tesla, they got great products, but you know, no one cares. >> Blow up on that. >> And and by the way, all the EV companies, they're all bad at marketing. Tesla's better than the others, but that's not saying much. You know, Lucid, Rivian, oh gosh, those companies are what, on their way to bankruptcy because they have no clue. And those companies also have good products in the market, but they don't understand it about marketing. They break. >> Annives of Yorkville Ives, by the way, think that Tesla and SpaceX ultimately merge. >> And there's over an 80% chance by the end of 2020, by the end of next year, >> over 80% chance. Well, then you could go to a conspiracy theory. I'll tell you the conspiracy theory in a minute >> that SpaceX ultimately acquires Tesla. It's something where >> you're so you're more bullish than the most bullish of Koshi traders right now. Khi has those odds 10% before November 2026 rising up to 63% that it happens before 2028. Here's my question. Do you think that all these Tesla diehard champions always are starting to shift toward SpaceX? That's that's who they >> Okay, so before we go further here, yeah, that's actually a great point. Um, but before we go further here, I'll give you a conspiracy theory. Okay, conspiracy theory. Have Tesla stock go down substantially over the next 6 to 12 months. Crash that baby right? Then SpaceX acquires Tesla on the cheap. On the cheap at that particular time, right? Because the stocks completely crashed. So, had Tesla go down to like 125, 150, something like that. And um Elon doesn't have anything super positive to say. Stocks just crashes, right? And um yeah, SpaceX could pull it off. They could buy out the company on the cheap at that particular time, right? 125 a share, 150 a share. Elon Musk and they'll sell then sell the dream about, hey, you know what? We got Tesla, we got SpaceX together. We're going to do all these amazing things, right? And get everybody reexited again. Yeah, that's a conspiracy theory, by the way. But, uh, that's something they could pull off. It wouldn't actually be that hard. >> They love right now. >> Yeah. I wouldn't I mean, I look, I think some Which are your children do you love the best, right? So, you could still have both of them, but I think from an investor perspective, it comes down to for Tesla, the the AI story is the future. It's not about deliveries, but you have to ultimately build it out. You have to have more cities, some robo taxi and Musk, you know, on the conference call, I think there was definitely some caution, right? And I think maybe in some ways that's smart, but that's why the stock's reacting accordingly. >> 1.3. >> Yeah. If Musk Musk is cautious, then that almost feeds more into the conspiracy theory cuz that man's never cautious. He makes the most ridiculous predictions time and time again. We all know that if you've been covering this, you know, situation for the last number of years, he make the most outlandish predictions, right? Um, and so if Musk is cautious, you almost have to think there might be something to this whole conspiracy theory about let's get Tesla stock to crash for the next year. >> Trillion dollars. I feel like I should do like the Dr. Evil Pinky. >> Do it. >> When we do that, >> nobody's stopping you. >> A new movie coming out, by the way, apparently, which is the spending estimate on AI from these companies. Alphabet today saying they're going to spend more. Stock's down a little bit in the previous hour. I posited to a guest >> that if they would have cut their spending on AI, the stock would be down a lot more >> than it is today. What's your take? It >> this is an arms race that's playing out and we're only 15% of the way through. The reality, >> will they ever make the money back on the spending? They have to. I don't think >> if they don't, there's no reason to spend it. >> I don't think there's even a question. And to some extent, the fact that they continue to spend on capbacks and you'll see that with Microsoft, you see with Amazon, the rest of the hyperscalers, it's because enterprises, they're lining up on the use cases, the consumer piece. You've seen Apple that ultimately is just starting. So it speaks to point this is Vegas 1955 building the strip. I mean, no, that's essentially where they are. So for these companies, they will ultimately get on the chin in terms as the stocks, but they cannot be shortsighted relative to this capback. >> Listen, listen, listen, listen. Do not assume that all the these companies are going to get all this spend back. Don't assume that. That's a big mistake. You know, you could you could say, well, these guys are really smart. These companies look at Zuckerberg. How much money has Zuckerberg blown on, you know, VR and AR and all those sorts of things and it's just has never taken off and he's been spending fortunes of money on that for the longest time. You say, "Well, maybe someday it's going to take off. Maybe, you know, as a meta shareholder, that'd be awesome, but ain't looking too good, is it?" Right? And so, you know, these companies are in an arms race like we talked about, right? Like Dan I mentions there. and and so they're just spending as much as they can in hopes that maybe they'll get it back someday. But I maybe maybe not, right? And you got to remember when you see like a Google with that incredible number 82% growth, the other companies aren't growing their cloud businesses that quickly. That's like a Google specific situation. Additionally, right, Google Cloud was growing still 30% plus before this. So it's like yeah they got another leg higher of growth but look at how much they had to spend in the quarter for this. So just something to keep in mind here. >> Arms race out >> Vegas if you didn't show profit somebody was getting kneecapped. Intel reports after the bell today. What are your thoughts on >> it's all about the demand story showing whether it's chips and Intel whether it's hyperscalers because what that continues to speak to it's our view this story is accelerating relative to demand what enterprise are seeing whether it's memory whether it's chips whether it's hyperscalers that's what investors focus on despite obviously what you're seeing today in the market >> you're saying not everybody got out of the desert alive >> they keep discovering bodies as the water goes down so yeah that's >> but you had you had great >> do I shoot I in Vegas. I didn't even know that, man. Okay, before we get into AMD here again, um, in these last two clips, private group is back open to accepting new members that just opened back up here in the last 48 hours. So, if you're looking to apply to join in there, that will be the pinned comment down there. That's access to all my best course curriculums, access to my private Discord chat, exclusive weekly videos, see the moves I make in my portfolios, full access to thousandx.com, and we will send you your steel membership cards to your house once you join us in there along with your welcome package and all that good stuff. Okay. All right, let's get into this next one. >> Absolutely. So, thanks for having us here, >> John. Great to be here. Thank you for being here. >> Well, I got to set the stage a little bit. Intel's got earnings that they're announcing in just a few minutes. We've had massive signals this week on AI infrastructure demand from Google just last night and then massive panic attacks from the market over Kimmy K3 and what that might be doing to um just demand for premium across the board in AI whether it's on the software or the hardware side. So with that as a backdrop tell me about the significance of this moment for Helios and AMD. Yeah. So, first of all, uh, John, all of those things are true, but what we see is actually, you know, something that's much much broader. I mean, this is like an incredible moment for AI. You know, we look at our, you know, market spend time with our customers all the time and, you know, from what we see today, you know, the market for high performance and AI computing over the next, you know, four or five years is going to reach $2 trillion of TAM in market opportunities. So, it's really huge and tremendous. And I'm very happy to announce uh this morning we announced that our Helios uh rack scale system is in full production um as well as our new you know Venice processors are in full production and this is like a huge step up in terms of AI capability. I mean we're seeing incredible numbers like you know over 30 times more performance with our newest systems uh Helios systems compared to our previous generation and we're talking about you know from a customer standpoint just tremendous interest and excitement. you know, we had Anthropic with us, OpenAI, you know, Meta, um, AT&T, Cisco, just a number of our customers, uh, you know, coming together. >> You've literally been building toward this. Pensando, I think about our conversations, Austin, San Jose, etc. You announced these major customers for Helios out of the gate. How much of that is dedicated volume, how much of it is pilot test? Well, um I think what you can say is with a system as complex as Helios, um you know, people don't do this type of work for quote unquote pilots because it it's a lot of work when you have, you know, major foundational model companies um needing to put their resources, optimize their latest models uh to um our hardware. So um certainly you know open AAI and meta we've talked about um multi- gigawatt scale uh for MI450 deployments and then just this week we announced anthropic uh which uh will do you know up to 2 gawatts of MI450 in Helios uh starting in the first half of 27. So these are large scale deployments and you know we're working hand in hand with uh the engineering teams of our customers both hardware software data center. >> So very important you understand what can move a stock right now regarding a stock like AMD. Okay listen the hot one on the block right now is who? Anthropic. The cold one on the block right now is Open AI. And now keep in mind OpenAI is still insanely popular or chat GPT but they're not like the hot one. The hot one you want to be attached to anthropic right now. And so when you say hey Anthropic is going to use this and this and this that gets people actually really excited because that's where the excitement is right now in the space regarding those two specific companies. Open AI is kind of seen as like old news. And then Anthropics, the exciting one on the block that seems like it's taken off like insane over the past really over the past six to nine months. >> Um, I can say it's a ton of work, but it's going extremely well. So, it's a it's a happy day for us. >> Now, I don't know that you've announced pricing, but I've seen some estimates, guesses out there this is going to be 5 billion plus for a Helios rack. But, you're pricing on the premium end. How much of that is because TSMC is charging more to just deliver chips? How much of that would just be because of the constrained environment and supply in general? >> Well, the most important thing uh that I would say, John, is to focus on tokens per dollar. I mean, that's what the entire industry is talking about. It's talking about tokens per dollar. And from our standpoint, you know, we actually win on both sides. Um, our Helios systems have more performance um than our competition. And so, you know, let's call it anywhere from, you know, 10 to 15% plus more performance. And we also have lower uh tokens per dollar. So, you know, up to a 30% benefit for our customers in terms of tokens per dollar. Um that's huge. I mean, when you're talking about inference, you know, everyone is looking for the opportunity to use AI in more and more applications. And it is such in such a place where, you know, everyone's token budgets are ramping up. You know, including our own, by the way, every month our token budgets are going up, but we're also seeing just tremendous productivity come out of that. And so um you know this is an opportunity to optimize like new tech is there so that you can adopt more AI compute and you get a a better performance point a lower cost point um and and frankly it's a it's a very multiplying you know effect. So John there is talking about, hey, you know, we're we're hearing about these racks could be $5 million plus, right? And Lisa Sue is like, hey, you know, listen, she's like, listen, John, let's not talk so much about the raw price. Let's talk about uh tokens per dollar, you know, and our performance versus our others and those sorts of things, right? Um, which is smart. But the moral of the story is you that you got to understand that's really important. If you own AMD stock or you're thinking about owning AMD stock, okay, listen. Look at this and this right here. Okay, here's the deal. The margins for this company are about to explode higher over the next 24 months. I mean, not a small amount, explode higher. Like, the the trajectory of AMD's margins is going to be off the charts for the next 24 months. If you look at Nvidia's margin profile versus AMD, they're not even in the same category. But what I predict is going to happen, Nvidia margins are going to come down. AMD's margins are going to skyrocket and they're going to both meet somewhere in the middle. So, not great news if you own Nvidia. But keep in mind, Nvidia is going to keep putting up big revenue numbers, big EPS numbers, right? regardless, even if their margins do have to come down a bit over the next 24 months, right? AMD is a really exciting one because they're going to have the insane revenue growth for the next 24 months, the ridiculous EPS growth for the next 24 months, and the crazy margins that you've never seen in the history of AMD. We're going to be like, what? How are they increasing the margins this rapidly? And that's the perfect time to be involved in a stock like that. I don't know what else to say, man. That's the best time when you can have a company that the revenues are exploding higher, the earnings per share is going to explode even at a much faster clip and then the margins are going to go to a whole new stratosphere. It does not it does not get any better than that. Okay. Okay. Now, I want to react to a couple push backs here from Arvin's video. Uh he critiques real estate properties. Okay. And so, uh NAS did a video on my Summerland house and I want to bring out a couple points here because I think they are important points. Um, and so when we're playing this game, right, as a stock market, right, and building up our wealth, I want us to think on a higher level when it comes to spend, right? And so, >> I'm critiquing Jeremy's home. He's a finance YouTuber. And then I'm going to give the house an Arvin score at the end of the video. So, if you ever decide to buy, design, remodel a house like that. And then your family room, like what's how is this different? Each space got to do something different for you. You got to satisfy another type of need. And again, the club seating is really tight over here. You know, your angles. >> By the way, Arvin brings out a lot of great points in his videos, but there's definitely sometimes I'll push back on certain things and I'll push back on something. >> Not right. What I would have done over here, you could have had it, you know, wall piano. You could >> uh we we do appreciate you. Family member we've ever had in the house since we've had this table. Every single one is just fascinated by it and they just want to watch and like this is one of the coolest things I've ever seen. So, uh we we do appreciate you showing us that and this is what your channel does. you inspire us and we say, "Oh my gosh, look at this and where can we go in life and you know something cool like this? This is what your channel has done." >> Ironically, maybe Jeremy doesn't know this, but Andis showcases a lot of homes that have a lot of problems and he doesn't disclose in the beginning of the video, hey, this is a paid advertisement. So Jeremy, who seems like he's made it from nothing, he's a self-made man, he has a tainted pallet. Do you see why I do what I do? because of this, because of exactly this. He thinks, for example, this table is super cool. I can tell you most of the ultra wealthy would never put anything like this in their home, even let alone luxury. Okay? But because NS showcases these homes that haven't sold and fluffs them and puffs them up to be really good because he's getting paid and not disclosing it, him and you guys watching his channel really think these things are really cool when the rich are laughing at you. And this it's it's so you know um I think he went a little too far here like like really really too far um in regards to a lot of this. But you know when it comes to a table like that, right? Listen, I was fortunate to have I lived in that house about 5 years, right? Had a lot of millionaires in that house over time. Did I have anybody that was like nine figure net worth billionaires? No. But those people usually aren't very cool anyway. So like why would we want to be them, you know, in terms of like No, those those weirdos like a lot of them are weirdos. So let's admit that too, right? But of all the millionaires I ever had in my house, I never had one laugh at that. They all were like, "What is this? This is so cool. This is amazing, right?" And keep in mind, I come from a family where like I'm the first generation of like, you know, like made crazy money and all that sort of stuff. Everybody always thought that was cool. It didn't matter if I had somebody in my house that made 40k a year or had somebody in my house with a, you know, $10 million net worth. Every single person was always fascinated by that table. Like, look at this. This is so cool. Like, wow. Right? And so, you know, what is the one thing my parents when I moved out of that house, what's the one thing, one thing my parents asked for they could have to move into their house? It was that exact table. The thing Arvin just uh you know um made fun of, right? And so, you know, when when you guys are making your money, right, and you're coming up in this game, listen, you know, spend it on what makes you happy, what impresses you, or if you're thinking about somebody else, what impresses your friends or family, what impresses some guy with a super high net worth. Like, if you're goal is because you want to impress them, because you want to get a sale from them or something, okay, do that. But buy the stuff that's going to impress you. When I bought that years ago, I thought it was really freaking cool, right? Did I bring it to my new house? No, because my taste changed since then. But that doesn't mean like I regret buying it like it was fun and I got a thrill out of not only watching that for many years, but also like being able to show it to my friends and family and stuff like that. And so, you know, when you guys go to make your purchase decisions, right, you make a lot of money in the stock market over the next 10, 20 years. Great. And then you're like, I want to buy this sort of house or I want to buy this sort of car. I want to buy a crazy table, right? That has a marble ball that moves around. Do it because you like it. Don't do it because you know it impresses the next guy, right? And I I do that with everything. I don't care what somebody thinks. I wear Frank Mueller watches. That is not the brand people tell you to get. That's like any watch snob out there would say, "No, do not get that brand. Get a Rolex." You know, get get a Rolex. Um get maybe an AP, something like that. Those will hold value decent. and call it a day, right? And I'm like, "No, I don't want to do that." Right? My next Ferrari is going to be an SF90. And you know, car snobs will tell you, "No, don't get the SF90. That one's been depreciating." Right? I love that car. It looks sick. And so, that's what I'm going to buy. I don't care what other people think. Don't want to make fun of me for getting the SF90. Make fun of me. That's fine. Do what you want to do. I'm not focused on what car you're going to get. I'm focused on what car I've got. And so, you know, I thought that was an important point to make there. Um, you know, it might not impress Arvin that table, but impress my parents. You know, that was, like I said, that was the one thing, the one thing they asked, um, if they could have. So, I want to make another point here regarding this. Time came to Vegas. I was 21. At that time, I was with my girlfriend who's now my wife. Um, and we we visited a friend of my brothers who lived in Henderson in the Green Valley area and we just were like, "This is beautiful. Like, this is gorgeous." And after going over there a few times, I'm like, "I think I'm going to move here someday." So, we moved out here in 2015. No state income tax is very very good for somebody like myself that can make considerable money in the stock market. >> I like how everyone, you know, selling Nevada or Vegas, the first thing they say is taxes. There's nothing else really. soon as well like you save a lot of money in your taxes and I'm by the way I'm I'm all for saving money. Okay, >> so uh you know in terms of Vegas like what makes Vegas special. Why do I choose I can live anywhere in the world. Why do I choose Vegas, right? Um goes way beyond taxes but I love the city. Like I love especially the nice part of Henderson and I love Summerland, right? The phenomenal areas. Uh great family areas too. Like beautiful parks, some of the best parks you'll ever see. uh you know like it's distant from the strip like the strip's 20 25 minutes out there right but you know these areas are plenty of far away great kids a lot of great people in Vegas you'd be shocked at the amount of insanely successful celebrities um you know athletes entrepreneurs people that made you know $10 million $20 million $50 million $100 million and you know they wanted to come out to Vegas Uh the people out here great, especially when you move to the really nice communities, the Guardgate communities, and you start get to know your neighbors and other people. Their stories are so inspiring. There's also a great entrepreneurial spirit in Vegas that exists. Uh you know, you you just see the skyline. Everything in Vegas is pretty new. So, you just like you just get like a growth mentality. And you travel to much of the United States of America and it's it's not very inspiring. I'll just put it like that, right? You it's not very inspiring. So somebody like myself that likes to build businesses and make investments and think about growth, growth, growth, right? Like being in a place like Vegas is amazing because there is not really much history here other than like, you know, the old Vegas and the mob and all those sorts of things, but this isn't like, you know, it's not like you see some buildings all over the place. You're like, "Oh, that building, you know, we went to Boston recently and it's like all about the history of like, you know, this person was here and Paul Rivere was over here and this and all those sorts of things." It's not like that. And so it's it's very inspiring for an entrepreneur like myself to be in a place of growth and growth. And the city's always growing so much bigger, right? We always got a lot of money. We're always attracting a lot of Californians specifically with money, right? Why do the Californians come here? And why do they stay? Cuz I in my old neighborhood loaded with Californian millionaires, right? My new neighborhood loaded with California millionaires. people that made a lot of money in California back in the 2010s or before and ended up moving to Vegas. And why do they stay in Vegas? Why don't they move? Why don't they move back? And plus, they got so much money. California's gone downhill. I Arvin, I hate to tell you, man, people don't like California anymore. Sucks. I don't know what other way to put it. Like, the homelessness is out of control. People don't feel safe even walking. You know, people don't even feel safe walking around their neighborhoods out there. you're going to get poked with a needle. Like it's insane. And so there's like safety and security issues are skyhigh in regards to that. It's depressing seeing all that sort of stuff everywhere you go, right? I mean, I remember the last time I went to LA, there's just tents everywhere, man. It's like not not a very inspiring place. Just straight up. Uh I don't know what other way to put it. The beaches are the good beaches have now gotten overcrowded, right? in like Huntington, Newport, way overcrowded. The beaches in LA, no one wants to go to those. Let's just be honest. And so like, and then California takes so much money and wastes it. And so it's just like, okay, so now now where are you going to live? Right? And then the other great thing about Vegas is is for night owls like myself, they got everything anytime you want it. And when we go to other cities, like we're like it sucks because like everything closes at like 10 or 11. Like we were in New York City and we're like looking at places and we're like this place already closed. This place in New York City Manhattan like this place oh this place closed at you know cuz we want to especially cuz we're from the west coast like we want to stay up till like 3 New York time you know Eastern time 4 and it's like this place closed at 11:00 this place closed at 10:00. This place closed at midnight. It's like dude in Vegas it doesn't matter what time you can go have fun. You can go to this restaurant. You can eat the best steak of your life at 3:00 a.m. if you want in Vegas, man. Like, you know, and so there's a lot of pluses to be with Vegas that are outside of just taxes. But taxes is a big one. Taxes is a big one. Okay. All righty, guys. Appreciate you joining me as always. Thank you so much for being here. Once again, if you're looking to apply, join the private group. That will be the pinned comment down there. Click on that, fill out the form, see them get you in there. And uh we got some clean setups in the market. AMD, Micron, stocks like that. But man, outside of that, there's a lot of messes. All right, guys. appreciate you. Much love as always and have a great