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

For me, entrepreneurship has always been the way. Investing is important because it's the only way you are going to be able to get rich and wealthy for your family. We can, we can close the wealth gap, wealth, by working together. Market Monday is the biggest investment show ever. My life has literally changed since watching EL. When you can make people money, you can add value. They're going to be forever indebted to you. And I promise you, this year I'm going to make all even more money.

Yo, microphone check. 1, 2, 3, 4, 5. How we feeling? Happy Monday.

What's the deal, man? Happy Monday.

It's a beautiful day in the city. Shout out to everybody.

Yeah, yeah, yeah. It's, uh, seasonably. It's be nice. I mean, we get, we had a, we had a very cold weekend and, uh, now we got up to 70. That must be something happening that is monumentous this week.

Talk your talk.

You know, I just wanted to start the show by just saying happy birthday to my beautiful wife. It's a big, big birthday for her. Can't wait to celebrate you, uh, this week. Looking forward to it. Uh, she's a little nervous. She doesn't like to be out in public like that. I'm like, "Look, one day we going to celebrate you all day and all night." So that day is coming. Happy birthday in advance.

Yeah.

Happy birthday to our brother, 19 Keys. Today is his birthday.

Happy birthday, Keys.

Yeah, today's his birthday. Happy birthday, Keys.

Yeah. And RIP to Spirit. We'll get there. We'll get there.

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

I don't understand your question. I'm not sure I understand your question. Shout out to GameStop.

Uh, Ian, how you feeling, man?

I feel amazing. Better than Ryan did today on CNBC. I'm happy to be into the city. The weather's amazing. Market, it's a lot to talk about, man. It is a lot to talk about.

Indeed. Indeed. Shotty, how you feeling?

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

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

Oh man, happy anniversary, y'all. I didn't know that. Just, we just saw, I saw you that up there.

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

Yeah.

Yeah, man.

Yeah.

What, you know what number year it is?

Yeah. 48.

48. That's incredible fighting. That's love right there.

For real.

Yeah, man.

So, it's, it's a lot. It's a lot to go over, a lot to talk about. I will say this. Um, big week for Earn Your Leisure. Blackout. We back.

Might ruffle some feathers. Might not. You never know what's going to happen.

Perhaps, nine o'clock Eastern Standard Time on Wednesday. Thursday, we got a true legend in the game. One of the greatest that ever done it, Jermaine Dupri. Man, that's a legendary conversation, man.

They have him as the greatest producer of the century. Number one songwriter, one of the ones. Yeah. The one songwriter, producer, uh, rapper, visionary, uh, executive, CEO, he does it all. Yeah, he does it all.

Um, so man, that's, that's one of the ones, man. Like he, he, and he definitely, he popped it too. Like he popped his ish, like he popped his is, like, you know, like, "Yo, don't forget what I did." Yeah.

"No, no, nobody's done what I've done. Some people have done things, but nobody's done what I've done."

Yeah. He talked about the Criss Cross. He had, he had a lot of legendary stories. So, yeah, he, he, he ushered, engineered in the young rappers.

Yeah. He said he started the Y. He said the YN, that's his, that's solely responsible.

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

But, but even I was like, "Yo, you, you, because, you know, when people get publishing, right, it's like for the, for the actual writer of like 50% or a portion of it goes to the writer, a portion of it goes to the producer." A lot of these records, big records too, talking about like Usher and stuff like that. He was the producer and the writer. But then he was like, and then I'm like, "All right, you're the producer, you the writer, but then you're the CEO of a label as well." He's like, "I'll go one step further." He was like, "Criss Cross. I wrote every single song on that album. I produced every single song on that album. They were signed to my label, but I found them." He's like, "I found them in the mall." He's like, "I'm, he's like, I'm, I'm Ken Scout, too. I found them in the mall." He's like, "And I dressed them. I told them to put the clothes on backwards." That was me.

He's like, "I'm solely responsible for finding them."

Yeah.

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

The entire album. The entire album. Then first female rapper to go platinum. Tough, talked about that. Bow. Talked about that, man. That 1472 album was tough too. Low key, talked about that as well. That.

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

"Money ain't in a thing." He's like, "All right, they playing me up here. I'm out."

And, and he, and he talks about the Confessions, the legendary Confessions, how he wrote the song, like with the inspiration that he got for writing Confessions.

It's a classic. It's a classic interview, man. Check it. Check, check that out. 12 o'clock on, uh, Eastern Standard Time on YouTube channel. And, uh, so much stuff. So, I just want to get the show started. But shout out to Mouse Jones.

Uh, appreciate the hospitality. He had a dope comedy show yesterday. Uh, man, that was, that was, that was right, very, very, very funny. Uh, shout out to my brother Sean. He invited us to his show. Uh, he had a show in New York on Saturday.

That was crazy. And shout out to our African family. We was just in, uh, Ghana and we were in Kenya and, um, stay tuned. It's called Stay Tuning, Lord. So shout out to the whole African family.

Of course, Kwami, Alvin, Eugene, Dora, Dora.

Yeah, yeah, yeah. We're back. We're back safe. So appreciate the traveling mercies. Before we get in any trouble here, let me do the disclaimer. So you know how this works, man. Do your own research. Our content is intended to be used and must be used for informational purposes only. It's very important you do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with or independently research and verify any information that you find on our show and wish to rely upon whether for the purpose of making an investment decision or otherwise. Let's build our knowledge, our community, and our brokerage accounts. Y'all know how we do. Love is love. Let's get this thing going.

Um, Ian, any announcements?

Yes, Red Panda Stock Club call will be Sunday, March 24th at 4 PM Central. If I made you money, please put "yes" in chat. Um, we have another Red Panda millionaire that was minted. I'm proud of you.

Congratulations.

Keep your name private. We'll show the little screenshot later. Um, they're saying I dropped a classic with my brother Balo Little on ETF. The connection with the Balo is legendary. Shout out to Balo Little. Um, congrats on your event today. Amazing. And for everyone in Stock Club, if you have questions for the next call, you can put them in Telegram. Uh, let's have an amazing show. And if I made you money, please put "yes" in chat. And we're going to talk about one at the end of the show that was a quiet killer that's up a thousand percent. Back to you, Troy Rashad.

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

Yes. For my futures traders, I need you to know this. Never trade when you're in a bad mood, you're sleepy, or you've had an argument with your significant other. Um, one of my homeboys text me, he like, "Bro, Friday, I got into it with my girl." And I'm like, "You probably what, you lose 20, 35,000, baby." That's calls for a breakup. This calls for a breakup. So, for my futures traders, never trade or invest when you are in a bad state of mind. Um, let that energy clear because it will throw off your biometrics. Tash, shout out to you. But for those of you who are trading with ties, you never want to trade when you are in a bad mood, bad state, or you've had an argument with your significant other.

How do, how do you avoid that? Like, leave them. First violation, first time you mess with the money, get the [__] out and then that's that. If I made you money, please put "yes" in chat. A lot of times, Shy, this me and you talking. A lot of times, we keep it on a single angle. Zoom in on me. Especially for listening. The first time they get to messing up the bag.

Oh man.

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

Yeah. No, I agree. If it's, if it's taking time out of your schedule for toxic, you know, if it's, if it's definitely, um, a hindrance, oh man, to your development, you know, financially, financially, emotionally, anything. But definitely we talking about finance, it's Market Monday. So it's a financial conversation. So yeah, if it's affecting your, um, your, your trading, if it's affecting your entrepreneurship, then, um, it's, it's not worth it.

Sometimes the biggest risk on your trading journey is going to be to be around people who only uplift you and allow you to thrive, um, in the environment. Also too, for fellas, you got to make sure that you're not giving them a reason to argue and that you're engaged in self-sabotage.

So, the other part of it, Troy, I'll come to you for my, for my gentlemen, for my mature men, don't put things on the table that can lead to friction in your life, 'cause that's another thing that can stop you from getting it back as well. Troy, what are your thoughts?

Uh, I appreciate that, Ian. Thank you. Um, I was, uh, watching a clip. It's interesting. We, we talking about argument and disagreeing, and I was watching, uh, Jimmy Jam and Terry Lewis, and I think Jimmy Jam said something very important. And he was talking about his relationship, their relationship in the music business, but it kind of felt like it could have been, you know, the same message for marriages and relationships. And he was like, "We, we don't have arguments, we have disagreements." Arguments are something that you try to win.

Disagreements are something that you're trying to solve. And so if you think of an argument, that means that somebody's trying to win. And if you're trying to win against somebody you love, that means somebody's losing. Kind of like when we on Black and if somebody loses over and over, then they're not even coming to play. And so that leads to non-communication, which is not going to be great.

And so, tone is important, intentionality is important, perspective is important. And so if we, if we just switch from trying to argue to saying, "Hey, here's the, here's where we don't agree. Let's try to come to some type of resolution or try to solve this, um, in a mutual way." I think that's way more beneficial and time saving than arguing because nobody, nobody wins in that scenario. Even if you think, my last point, if you're constantly having turmoil in a relationship of any kind, it usually doesn't get better. You got to learn to cut the losses early in your trading and investing journey. Back to.

A fact. That's a fact. Don't let, don't let anybody come in way in the bag.

For sure. That kind of a loss. What?

Can't afford it.

Don't let anybody come, don't, don't let anybody come between you and the bag.

You took an oath.

The slave took his oath.

You took an oath. If you in this game, if you in this game, it's not for everybody, but if you're in this game, you took an oath to get your bag right. What was that?

And anybody that comes in between you and financial freedom, on a personal level, gotta go. You gotta go, on a personal level.

Secret society. All we ask is trust.

That's a fact.

That's fair.

Yeah.

But if we took an oath, that means that we both took the oath, right?

No. Because sometimes your person that you're with is not on the same financial journey. They don't care about stocks. They don't care about investing. They're actually the complete opposite. That might be okay though.

They're financial. What's, what's okay if they're not, because that leaves open opportunity to teach, man. It's assets over liability.

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

It's assets over liabilities at all times.

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

Everybody's not willing to learn, if they have the right teacher.

That's not true either. Some people, you got the best teacher in the world and not. Prime example. How many of y'all didn't listen the first time and now you paying the consequences of it?

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

No, this the message. This the message. This the message that everybody need to hear. Market Mondays. If you, if you don't, dating requirement, do you watch Market Mondays?

Oh, big facts and implement, not just watch.

Dating requirement.

Yeah, yeah, yeah. Got to be careful out here, man.

Also, I want to say too, I forgot to mention, but EY University tomorrow, we got a, we got a dope class, HVAC. So, talked about, we talked about, we've been talking about this for a long time, how trades are going to be what's really in demand. And HVAC, honestly, is from my research, is, um, I don't want to use the word easy because nothing in life is easy. But it's like the quickest trade that you can actually get up and running 'cause it's, it takes a long time for electrician or even a plumber. But HVAC, and you can make good money in HVAC.

So this is a good story because shout out to my man Vincent. He's actually teaching a class. He's an entrepreneur that has a HVAC company. I used to be his financial adviser. So 15 years ago.

So, um, he had the HVAC company then. And, um, blue collar, and he, he told me like, "Look, bro, I don't really have no advanced degree, nothing, but I haven't worked for nobody in 15 years." He's like, "You know, I got, I got a company and, and, you know, it's always a demand. There's always going to be a, a up season." So, he's going to teach about HVAC, but I wanted to say that because I wanted to talk about that, but I also just wanted to say relationships. You never know. I was his financial advisor 15 years ago. I went to him and was like, "Look, you need to have life insurance." Rolled out the whole thing. And now, 15 years later, he still has a HVAC company. And I'm like, "Look, I need you to teach a class at EI University about, about how to become a HVAC entrepreneur." And he's like, "Sure, I'll do it." He's actually a college professor. He teaches how to become a HVAC specialist at a college.

So, you gotta, you got to have a skill. You got to have a skill in today's world. Tell you that much.

Amen.

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

I thought this is really interesting. Sometimes, um, and I think we all can agree, the future projections will tell you the company that's going to do really well. Um, so the 2026, uh, projected revenue for Nvidia is 192 billion.

Samsung is 155 billion. Troy, you going to like this one. SK Hynix, 111 billion. Microsoft, 133 billion, and Saudi Aramco, 110 billion because of AI. A lot of times people say we don't know what's coming next, but a lot of times all you have to do, um, we were talking about it before we started, like go into Claude, you were on this in Market Mondays in Chicago, just go on to Claude and tell you what the 2026, 2027 projections are going to be and it makes it a lot easier. So even though there's like a small percentage of the internet is worried about if the Nvidia, Google AI infrastructure trade is getting overcrowded, we haven't even hit the inflection point yet. Um, and even earlier when we had the, the gentleman from BlackRock on, he could kind of gave you the layout for the next 10 years. So, see what the projections are over the next four or five years in the space so you can know how to invest accordingly.

Yeah, I think that that's why it's important. I know people like, "Oh, you're going to listen to every earnings report?" Like, you're going to listen to every quarterly.

Like, you don't have to. I mean, you don't have to. I'm going to do it because I'm trying to see where these companies are headed. In fact, most times I'll just ask Claude, "Hey, here's a document. Just give me a summary of where the future guidance is, what the, uh, projections are, what the PE ratio is going to be looking to forward." I need to know those things because I want to make educated decisions when I'm, I'm going to invest. And so that, that's vitally important. I think what people are witnessing now, I think this, the biggest factor is that companies are actually making money. Mhm.

Like we've been doing this quarter after quarter after quarter, and it was, "Hey, this is moving off of optimism and AI, it's an optimism story." I'm like, "No, no, companies don't jump 3,000% because of optimism. They're actually making money, right?" Like we, we're actually witnessing that and we're participating in that. A lot of us are participating, and if you're not, I don't know what you've been doing, but companies are making money because they have systems, they have infrastructure, and they have a product that is going to be in demand, some of it over demand at this point because they've sold out for the year.

And so we got to realize that that is happening. This is real. You're either, you're going to be part of it. Somebody asked me today, "What should we do?" And I heard Ian in my head like, "We already told you what to do." So now my answer is, "What should we do? Watch us win." Either you gonna win with us or you going to watch us win because we, we've been doing it for seven years. We've been telling you where the move is.

I, I sent Shy a document earlier today about a class we did in November talking about companies. GEV, Corning, SanDisk, Fabrinet, all of them have in six months have just been out of here. And so the, the obvious thing is like, "Well, what's the next thing?" "Well, what have we done in the past six months?" Right? This isn't, this isn't optimism anymore. This is actual revenue being brought in and we saw it company after company. We watched, did they beat earnings? Yep. Did the mega cap beat earnings? Yep. Have some pulled back, but Meta is still going to be a strong company. We've seen what Google's done. We watched what Amazon's done. TSM, I said the article we read today, that could be a game changer. So, revenue is coming. Demand is still strong and is not going anywhere.

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

Insane.

Insane.

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

Yeah. Um, okay. Let's, let's, let's go over the biggest investing mistake that people make.

I posted it earlier, but I think the biggest investing mistake people are making is trading on stocks you should be holding for long term. Like I've had people reach out to me and say, "Same thing. What's the next SanDisk? Nvidia, AMD, one we'll talk about later."

The ones that are leading now will lead. But the issue is you traded them. Like someone told me, "Hey, I had a $100,000 trade in Nvidia in '23. I doubled my money, but look how much money you missed on the back end of the last few years." Lily, same thing, saying this this year. Um, and I know I may be a little bit biased towards futures, but if you look at the history of the biggest companies, we're now looking at some companies go up two and 3,000% on the trade and we're going to talk about Micron in a little bit, but some of these companies are going to go up four or 5,000% over a five or six year period, and you're going to be stuck on the sidelines with a 200% gain win tax, and you blew the money on a car, or a vacation, or somebody who doesn't love you, something stupid.

Stop trading the stocks that you should be holding for a long period of time. And once again, the ones that are going to do incredibly well in the future are doing incredibly well now, hold for the long term. And you're blowing the money on li. It makes no sense to trade an asset to then spend it on a liability. Crazy as hell.

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

It is now up 3400%.

Yeah.

Like, and it wasn't like, "Where did this thing come from? Never heard of it before." Literally, we said it here and that was at 195.

Today we're sitting at what, 1289. So SanDisk has jumped 3,400%. And people have watched week after week like, "Okay, here, there, it's going up. It's going again. I wonder if I, it'll pull back. Here comes my," and watched it and missed. Right. And to me, I'm like, "Okay, well, the next question I'm going to get is, well, what's the next one?" Like 3,400%.

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

That's fear. That's more.

I'm not trying to be mean.

No, no, I'm just saying that's fear to me. That, that speaks to fear. That speaks to fear and it's, it, that's something that's very common in our community. To answer the question, I'll come back to that, but to answer the question of the biggest mistake that I'm seeing, and I get this call probably three to four times a day, is easily, "What should I do?"

There's no exit strategy with, in some people, if they in the calls, they've made money. The next question is, "What should I do?" "Well, what's your exit strategy?" "I don't know, what should I, what you tell me?" "Well, did you try to gain 20%? 'Cause if you did, then you hit that, that metric. If it was 40%, 50, 100%." When you got there, what did you do? 'Cause some people will say, "Well, oh man, if I sell it at 50 and I watch it, I watch it go to 70, I'm going be upset." I'm like, "Well, what, what was the goal when you entered the position?" Then you can't be upset. You set the metric for yourself. Nobody made it for you. And so the mistake I'm seeing a lot, especially this year, especially over the past four weeks, is having no exit strategy. It's so important. Like, you got to know what it is. I think everyone even knows my exit strategy. Everyone here should know it. Like, I'm looking for 100%. If I don't get it, am I disappointed? A little bit, but once I get it, what do I do? All right, I'm taking my initial investment out and let the rest run. Let's do it every time. There's no question about it. Have your extra.

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

And I think you can, um, do both and it, I think that that's something that people should consider as well. It's like if you believe in a company, got to do both. Trading to me, how I look at it, trading, it gives you leverage. So small amounts can turn into large amounts.

Yes.

So, but you need a foundational base. So if you have Google, right? Like you can have a long-term portfolio in Google and then you have a portion of, of your total framework that you think, um, you're comfortable being, having, having more, more risk and now you can trade Google as well. I don't, I don't think you should look at it as like one or the other of like, "Should I, I'm either going to trade it or I'm going to invest it." I mean, you can just invest. That's fine, too. But if you are, you know, a trader, then it's like, "Okay, I'm going to have the positions that I hold long term, and then I'm going to have a position that I'm going to feel comfortable trading, and then a certain amount of money as well, a, a money allocation that you feel comfortable losing because trading is volatile or you feel comfortable, you know, having it go up and then go down." Like you gotta, you can't, not advisable to put every single dollar that you have into trading because from an emotional standpoint, you're gonna be too, too emotionally attached to it. So it's not, it's not gambling. I think that's when you kind of go into the realm of gambling when you have $10,000 to your name and you put $10,000 on a one day trade with the hopes that it's going to go up 500%. And usually what happens when you do that is that you lose everything.

Definitely. You're not, you're not thinking from a rational standpoint. So allocate how much money you feel comfortable out of your investment portfolio to trade if you do want to trade. Make sure you have solid, solid foundational companies that you have in your long-term hold. And if you feel really great about a company, then yeah, do both. Buy the company long term, hold, and then take, take some money and trade the company. If, if you really have done the research, you feel, you feel good about it and you feel like this is something that you want to just kind of have, you know, that leverage to, to have outstretched the gains than you would get in a traditional just buy and hold situation.

All facts. That, that's the, the leverage. We talked about it last week, but that is exactly what it is. Like you have leverage, right? You, you've built the foundation and now you're recouping some of the foundation by saying, "Hey, all right, well, I believe in this company for the long term. Can we have short-term gains here? Is there an opportunity for us to get short-term gains?" And that could be in, I know in futures it might be different, but it could be two-year leaps and maybe it's a six-month leap, right? If I already have the equity in itself, so whether it's Broadcom or it's Nvidia or it's Micron or SanDisk, do I have that as part of my foundation? Right? I told you, you talk about two tech, two index all the time. That's a foundation. You don't, you don't get rid of that.

You build on top of that. And I think people get lost. They say, "All right, well, I'm going to start with just doing that. I'm going to, hey, this stock is running. Let's just buy it." No. What's your foundation first?

Yeah. What's your foundation? And another mistake that people make is listening to the wrong advice or following negativity slash losers because you can't grow financially if you're in the loser category. Losers. Losers tend, losers usually tend to hang around with losers and winners usually tend to hang around with winners. It's human. It's human nature. It's human nature.

Tell me more.

Tell me more. It's crazy.

You got to pick your tribe.

Your tribe. Your net worth will determine your net worth. And, and with that being said, can we talk about this options, um, call that recently did? So, you had an options call?

Huh?

I did. So, um, tell me more about it.

So, Micron, MU, I'm sure everybody's familiar with MU now. We talked about MU so much, but, um, I remember Troy had talked about MU last year in his, in his options class in EY University. And I always watch, I always watch the options emergency class. He talked about it on Market Mondays. So that was the first MU option that I, that I purchased. Then a few months down the line, purchased another MU option. And then two months ago, I purchased the MU option. So can we show the screenshot, Mike, if we can? All right. So this is a screenshot for my portfolio. So, can we, can we just give a, a fire in the chat for your green jacket? Can we do that?

Green jacket. Oh, that's why you wore green today.

See? See?

Okay. Gotcha.

Gotcha.

So, so the 1,400%, that's the, that's the first one. And obviously the second one is 33 and 55%. You see those are actually the same dates, January 15, 2027. And then I, I went further out and got the December 17, uh, 2027. And that one is up 67%. So before we take this down, um, just want everybody to just take a mental screenshot. So it's for, it's 1,400%. It's 355%. And then it's 67%.

Okay, Mike, you can bring, you can bring us back up now.

So that, you know, I like to call that the trip, the, the triple crown, um, hat trick. You can also call it the hat trick. You can also call it the 4321. Shout out to MG. He did the 4321 with, uh, real estate. But the reason why I say 4321 is because it's four digits, 1,400%. Three digits, 355%. Two digits, 67%. And the one digit stands for the one, one company. It's consistent across one company. It's also called stacking. Troy will probably talk about that a little bit, but, okay.

Why do I talk about this? It's important to stay around positive people and it's important to, you know, listen to, listen to, to, you're never going to make money from being negative. Um, now the last one, the last one was the most important one to me, 'cause that one I'm up 67%. So somebody would say, "Well, why is the 67% more important than the 1400%?" Because it speaks to a certain level of adversity. Um, when I purchased it, and the reason why I did purchase it is because MU, you know, they blew out their earnings. Um, and I think, and it had dropped.

Mhm.

Long story short, and I purchased it because I'm like, "All right, it dropped." But then shortly after I purchased it, it dropped again pretty, pretty drastically, actually. But I mean, if you look at, if you look at MU's last earnings report, it's pretty historic as far as their numbers. Like they, they did crazy numbers. It didn't drop for, this is becoming a pattern. It didn't drop because they, they, they underperformed. They overperformed. It dropped because, you know, Wall Street speculation, people had, had already made so much money and, and it's, they've been doing that all the time. Profit.

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

Disrespectful views. Disrespectful views.

Yes, they did.

Disrespectful views.

Yes, they did.

And there's nothing wrong with criticism, right?

Absolutely not.

Critique is a better word. I, I would prefer critique.

Was down, was down 30. Now we up 60.

So the reason why is because, look, we waited it out. Didn't panic. I didn't sell. Didn't, I didn't let outside distractions come into play. We waited it out. What we did, man. We stayed low.

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

This was a law. Yeah. Pretty much.

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

Of all time.

I, I.

God is the greatest.

I will say this, I'm proud. Nothing, I said this last week and I, I'll reiterate it, that nothing makes me more proud than watching like the family win. And so watching his gains is, is, I mean, it's incredible feeling for me to know that number one, and I said this, people always ask, "Well, how do you, how do you use your dynamic work?" And I'm like, "I'm going to let him be great at something, he going to let me be great at something, and when we come together, we all are great." And so spending time in front of the charts, reading, I, he trusts me to do that, right? Just like the community trust me to do that. Y'all come here watching it, trust me to do that. So I'm super diligent about what we're talking about. So Micron, again, that's not even a company that should be coming as a surprise. We've been talking about it for two years when it was $87.

And so to, to watch what it's doing now and hear critique about a company that, you know, we've, we've explained the story, understand the story. We left the part out where I got the phone call when it dipped down. I'm like, "Look, has the story changed? Like, bro, has the story changed?" "No, it hasn't changed." In fact, every time we end the show, I'll get like, "Hey, where do you think this thing's going?" I told him when I said this, "I think this is going to 400." Ran past 400. "Yo, Lil Shotty, I really think we're going to 500." I came on here two weeks after I told him.

And so the story hasn't changed, demand hasn't changed. That's only going to increase. Mike, if you could, if you could just pull up the, the, the next slide real quick because I think this is important too because when we talk about stacking, some people might not understand what that is. And so there's no, there's a jean jacket here. But we've, we've had a thousand percent returns probably two or three times already with Micron on this run. Like I said, we were in the 110 call, 130 call. As you can see here as it's run up, right? Number one, that first line. So if you're in E-Trade, like that first line that's white, that's me owning shares. And so my shares, I think I got like 500 shares. Those shares are up 320%. So when we're talking about foundation, this is not just the like theoretical things or hypothetical things. This is literally the portfolio. And if you in EU, you, y'all seen this portfolio. This is not anything that's new to y'all.

So you can see like before it was 230, it was 175. All right, let's grab the 230 out to '26. We did that. All right, we still think this thing is going. All right, we're going to grab, grab a 250 out to '27. All right, it's still going. We're going to grab the 360 out to '27 December. And as we're seeing it pull back, we're going to grab some more. We're going to grab some more. And so that is literally what a stack looks like.

We have the leverage of having this, the shares up 320%. We already have a long-term one out to 2027, right? December. You can see it down there, the 360. Now, can we make some gains in between? And obviously, you can see that's what's happening here. Mike, give me the next one, too, because it's not just Micron. All right. So, here's SanDisk, right? When we talk about leverage, we spoke about it last Monday. Now, I said either way, we're going to, you're going to be fine, right? Like you, we had those contracts that were expiring at the end of the week. I know you sold yours Thursday. Yeah, you sold yours Thursday. I said, "I'mma hold to the end." And I did. And true to, to what we're saying, if you watch the earnings report, it blew out all its earnings on every metric. And we watched it climb down, over-delivered. By the time the market opened, we were back up. By the time we closed, we were up $97. And so that call was, I think, 140% when I sold it. But look, I still got the one that's going out to this Friday, right? That was at 69% on Thursday and now we're at 222% going into Friday. I might let this one go already. We've already hit our, our, our 100% mark. We took out our initial investment. These are just all runners. Like all these are runners. And as you can see when we're talking about stacking, look at that top one. That's out to January of 2028. We are sitting here in May of 2026. That's a 230 call.

If I showed you how much each one of those calls will go for right now, change your life. I know you'd be in shock. You'd be in shock. I should have put that in here. But this is what we're talking about of having leverage, right? I'm out to 2028 already. Can we make some money in the intermediate? And that's what we've been doing with SanDisk. And shout out to everybody that has. But you can bring us back.

No, real quick. Mike, can you bring up my slide real quick?

Please. Please, it just finishes the trifecta.

Let's do it.

It's the power of, of long-term holding, right? 'Cause some people may say, "I left a critical company out in Intel, but I still don't like Intel even though it's gone up the percentage that it has." But if you're in, in Micron, in Nvidia, in Luminum, this is all long-term. The power of manifestation, as you can see it being done in others. This person is up 1.6. So listen to those who are executing, not those who are critiquing. I pray that you execute so you can refrain from critiquing. But I'm, we're showing you long-term, short-term, and even like if Rashad is down 20 or 30% in the call. That's not a lot to be down. The power of holding long term. Put it in chat. "If I hold long term, I can become free."

That's a fact. "If I hold long term, I can become free." Go ahead, Troy.

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

And then the last thing I'll say about this is that, um, so the next question is like, "Well, how can I know about this? How can I be in the group chat?" "Well, you are in the group."

Chat. Here's the thing. Um, you got three years. So, we just was in Kenya, and uh, we'll talk more about this gold mine. I'm sure that you've seen the gold mine content by now.

Um, one of the main people involved with the gold mine, he, like, he's up there. He was at Investfest, and he said that the major thing that inspired him to really—he was like Magic when he heard Magic say, "He got, you got three years." He went to his wife and was like, "Look, I just, I need three years."

>> Mhm.

>> Fast forward, and we're at a gold mine. We'll tell you the story later. Um, stay tuned. As some, as some, sometimes in life, you got to take, you got to have a sense of urgency.

>> For sure. You got to move quickly.

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

>> Okay.

Last time before Investfest, EIL University, we are doing a flash offer, flash deal: 20 slots. We open up for three-year, three-year access: 20 slots. Choice options class, I believe, is next Thursday.

>> Yep.

Um, I mean, what more can we show you? We just showed you three slides, if you're interested. There's not even a lot to sell here. Kind of sells itself: three-year access. This is only 20 slots.

>> It's only 20 slots for a reason. These classes are only meant to fit a certain amount of people. Can't have every single person on the class. 20 slots, 20 slots only. First come, first serve. Go to euniversity.com.

This will be the last offer, bundle, sale, whatever you want to call, before Investfest. Maybe even after Investfest for the year. I'm not sure. But, um, 20 slots, 20 slots only.

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

>> And some, we did the group chat, and what was the return from that?

>> That was crazy.

>> I got a few group chats that's like...

>> So...

>> Yeah, 2200%, 1,800%.

>> Yeah.

So there you go. So there you go. Euniversity.com: first come, first serve, 20 slots, three-year bundle deal. We, we usually, we, we don't usually do these multi-year things. It's either monthly or annually. You can get it for three years. If you can't make money for three years and being at U University, you just wasn't meant to make money. It wasn't gonna work out for you anyway.

>> No, you just been broke.

>> Yeah, of course.

>> Um...

>> Disclaimer.

>> Okay.

But once again, I do want to thank, um, any level of criticism, because like Julian Brown says, sometimes when people critique you—and this is a valuable lesson for you when you're running your business, ladies and gentlemen—

>> A hater?

>> Um, just because somebody's a hater doesn't mean that their opinion is completely invalidated. Because sometimes they actually make very good—sometimes they actually make very good points, because most, most haters are actually people that are actually, um, they have, they have a very strange admiration for you.

And their admiration, it's like a stalker; like their admiration turns into something toxic. But in order for them to actually want to be that close, 'cause they got to watch your content. They got to study you. You're not going to watch and study somebody that you hate.

Um, it's, it's a, it's a weird, um, fascination that they have with you, but they've studied you. They've studied you, and, and sometimes they, they'll give a negative critique in the form of, like, very, like, and they'll try to embarrass you. They'll do it in a toxic way. But the core, the core fundamental in what they're saying, that they're actually could be making some valid points, and they actually can give you some opportunities to...

>> And ideas.

>> And ideas, for sure.

So, thank you. Please, thank you. Because this was, this would, this wouldn't be possible without the critique. This whole campaign that I'm on right now, because this is my fourth post about it.

>> I, I created a whole, I created a whole marketing campaign. I created a whole marketing campaign around, which, around the hate.

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

>> Stay low, brother. I appreciate.

>> Stay low-key.

>> Appreciate you so much.

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

>> Um, what, what is, uh, stocks? Is it, is it time to sell? I know that, uh, after, after that, right? Um, so, is it time to sell the stocks? Because they say something like, um, "sell in May, walk away."

>> Man, go away.

>> Yeah.

So, being, being that stocks are currently right now at its all-time high across the board for the most part, um, is it time to walk away, exit stage left? No.

I know Gary Schillin, amazing economist, said that the market could fall 30% per year. When I was watching the conversation at Milkin Institute, right? The one thing I noticed is that when—and you guys have been to Davos, and the conversations that I've had and ascertained—they only, most people only tell you about selling when it's media time, privately.

Has Robert Smith, like when he tried to sell you the agent, did he ever say, "Man, I'm about to get rid of Vista Equity"? It doesn't happen. Put this in chat: The only people who tell you to sell are those who want you to be broke. No wealthy investor or any investor who's any good is telling you to get rid of the entire landscape of investing.

You have a Gentic that is still untapped. Anthropic is doing 30 billion a year. For those you don't know, that is a gigantic number. They haven't even went public yet. Samsung's on a tear. Nvidia is on a tear. Um, Lily is about to go on a tear. Meta is on the verge of having a turnaround.

So all the people who are the wealthiest people on the planet—even we, we could talk about Greg Ael and and Warren Buffett in a little—they have billions of dollars of cash waiting for the right time to buy. No. I know the axiom of "selling May and go away." This is a great accumulation time.

So, should the market tick down in May? Yes. But we just left one of the greatest months in the history of investing. Like, this, this past month was comparable for everybody's like, "Yo, we missed 2020." Last month was your version of 2020.

>> Mhm.

And for those of you who took advantage of it, like even for the screenshot, 400,000 of that 1.6 was ran up last month.

>> So, no, all for the long term. May, June, August will be tough. That it's time to accumulate, hold for the long term.

>> Yeah. I, I think, I, I don't sell here. I think if you, if you look at the story—and maybe that may sound confusing, like, "well, what's the story?"

Well, when I say "the story," has the AI story changed? Um, and again, it hasn't. Well, how do we know? We saw the biggest companies in the world report last week. And there's a couple things you got to listen for: Has the capex spend gone down? No. Okay.

>> That means they're still investing into the technology.

>> That means they're spending it. And if they're spending the money, that means they're spending with companies, right? Like, I know it sounds like, "oh, it's just bypassing." Hey, they're going to spend 72 billion. Well, that 72 billion is being allocated somewhere. That means there's companies that are going to take in that revenue. That's why I said the story hasn't changed, right?

So, memory obviously is at the forefront of that, and we'll talk about some other infrastructure plays inside of AI that you should be having on your radar, but that's not, that hasn't changed. Has the earnings from these huge mega cap companies changed? Have they beat earnings?

>> Quarter after quarter, we keep seeing the same thing. They beat earnings, but they pulled back because of the capex span. Okay, that's the same theme.

>> What about the consumer?

>> Has consumer spending gone down? Well, if you look at Visa's report last week, no. If you talk to JP's report, not really. If you look at TJ Maxx, if you look at Hilton and the hotels...

>> You're still seeing spending. And so that tells you that, I, I'll put in quotations, "the resiliency is there." Now, something is happening in May. Obviously, we're going to get a new Fed chair. If you look historically, when a new Fed chair steps in to his seat or her seat, that usually is a triple down inside the market. Now, it hasn't happened yet, but it will at some point in May, and so will be a pullback. Yeah, for sure. But I think after that, and I heard Tom Lee saying it as well...

>> Nvidia, bro.

>> Nvidia reports on the 20th; that'll be a key. And then let, let's see what that momentum does, um, going into June. July has, I mean...

>> If you look at historically, July has been a pretty good month. August, September is when we start saying, "Okay, let's make sure we have reserves." We're going to start to see profit taking. We're going to see some, some downturn. Those three months are always in that space: August, September, October. And then it's, it's, it's back to the cycle of November to April again.

>> Tom Lee equivalent.

>> Go ahead.

>> He says anything, though.

>> That's not true. We're not going to do that.

>> No, no, no, no, no. Tom Lee's pretty, he's intelligent. He's intelligent.

>> No, he's intelligent.

>> We're not doing that.

>> Now, some, we could argue...

>> Some of, some of the takes are...

>> Grand.

He does have grand takes, but if you look at the past, definitely the past five years, he's been on point, man. Like him and Dan Ives, I know that, and they're Super Bowls.

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

>> Let's say prior crypto fund, though, before that.

>> All right, let's focus on crypto because that's what he's focused on. That's what he says a lot. He talks a lot about crypto.

>> Yeah, but he says Bitcoin is going to be 180,000 by the end of the year last year. Okay, Bitcoin, I may give you that in the with the S&P. I mean...

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

>> Market movers.

>> Kathy did it. He did it. Um, Sailor Cry. Allegedly, they're doing it to drum up interest to sell a narrative that isn't going to come true in a time frame that they're talking about. But being a permabull in tech is the right position to be in. Back to you.

>> That part. Yeah, I would say that part, 'cause the tech piece where he's seen the S&P, a lot of it I agree with. Yes, some of it is very grand, and that's been the continuous theme. It's almost like, "I'm going to overshoot so that even if it falls a little bit under that, hey, I told you," right? What don't you like about his takes, Rashad?

>> I like him. I think he's an extremely intelligent person. But, is it overshoot, or are you just saying anything, like, "it's just Bitcoin is going to be 200,000 by July"?

>> And it's, it turns into, "it's 90,000." Oh, I, I overshot it.

>> That's, that's a, that's gross.

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

>> The numbers in crypto specifically, because he's been pretty spot on with it, with the S&P.

>> Now, his next thing is that after we go through some turmoil here in the next few months, we're going to go on the greatest run that we've ever seen in human history. Like, he literally has said that. Will that happen? We shall. That's an overshoot, too. That's an overshoot.

>> We shall see.

>> Okay.

>> That's an overshoot.

>> Yeah.

>> Yeah. But I like Tom a lot, though.

All right. He's a good time. I think he's intelligent. I think he's an extremely intelligent person. I just think, like I said, he just has very...

>> Out.

Yeah, that he's just, he's just putting these numbers out there. And to everybody—I'm not shooting at anybody in particular—but to everybody who had to do ETH in your Twitter bios and IG a couple years ago, what the [ __ ] is going on with Ethereum? And where's Vitalic?

>> Quiet. Staying low.

>> Mhm.

>> Staying low.

>> Just a question. So...

>> I'm not attacking my asset. I'm just asking a question. Um, the national debt is now 100% of GDP. Tops 100% of GDP. Worst time ever. Concerning...

>> What does this do for not just the state of the economy, but investing portfolios moving forward? Like, at some point in time, this is Ray Dalio's biggest fear.

How does this impact everyday investors? I keep saying it's going to make the economy worse. The bad part is, as a result, with so much economic unsafety, people are going to pile more money into the best stocks on earth. Um, we were just talking about it, like, no one wants 7 to 12% anymore. Like, people are looking at 30% year-over-year return as failure. Why, though? Debt to GDP, which I've been talking about since '21...

>> And the rate of inflation.

So, if the real cost of inflation is 25 to 45%, you can't even afford to get 7 to 12%. It's been gross mismanagement of the country for the longest period of time. Some people are saying that even if it goes up another 80% from here, we'll be fine. We won't. It's going to destroy the economy. But the inverse of that is, the, the top, let's say, 40 or 50 stocks in the NASDAQ and S&P 500 are going to go off because that you have to put that capital and deploy that capital somewhere. It, it's something that needs to be corrected immediately, but I don't think in this administration, or maybe even the next, um, people are going to want to tackle it, and hopefully the Fed chair will start to make some changes. For giving in how he, how he was sworn in and brought in, he's not going to make any changes anytime soon.

>> Not even cutting rates.

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

>> So then the inverse would be a possibility, right? Increasing rates, which would be, and even if you do that, the mismanagement of that cycle, like when Jerome Powell walked away and said his final goodbye, you can see he's going to miss the position. He also looked slightly terrified for what's to come. My favorite thing in those interviews is to watch the body language. He was sad. He had that Will Smith goodbye moment at the end of Fresh Prince, right? But he also looked terrified; no one was to come. Why do you think everyone's saying two to three years? Like the debt, once again, that we have is more than we're spending on military defense with one of the worst administrations ever, and voting rights just got taken away. I keep saying anything that's done this flawlessly is not done by accident. Everyone kept saying Project 2025 was fake. This, the [ __ ] triangle offensive racism, I've never seen nothing like it in my lifetime. So, what do you guys think? It's, um, something you can't. It's not sustainable.

>> It's alarming.

>> It's not sustainable. We can't keep kicking the can down the road and just, you know, eventually it's going to, it's, it's going to, you know, cause major problems with the American economy and the global economy as, as a...

>> Cyber credit: another concern.

>> Housing instability: another concern. Um, there's still a couple Ponzi schemes in the market that have not been revealed.

>> When those things start to crack, you're going to get a bad scenario. I, I think, yeah, there, there's a couple things that happen, right? If interest rates go up and that outweighs government spending, and that'll affect US treasuries, then we'll have a huge, huge, huge problem at our hands. Um, so I mean, it's a heavy job that, that they're walking, Wall Street is walking into.

>> Uh, it'll be interesting to see in that, that first 30 to 60 days, what he attacks first, what he deems as the highest priority.

>> I know there's a lot of pressure. I mean, the pressure is there. He says that he doesn't have to listen to the guy who appointed him at the position. We'll see how true that is.

>> We'll see. You got three years. You got three years left. Get, get your tickets to Investfest.

>> Mhm.

>> 'Cause, uh, when this flip, it's about to get spooky out. We're going to talk about it on Blackout as far as the permanent underclass that they're talking about. They...

>> Artificial intelligence is creating a permanent, permanent underclass. Told you, haven't is legal racism to be able to destroy six to 17 million jobs and never put a face in front of it.

>> And for those of you like, "why do you guys talk about racism?" Hey, I'm black. But some of you are black and Latino and say that, and you're not as wealthy as us. This [ __ ] is real. They're not going to look out for you. They're not going to do it.

>> That's a fact.

>> They're not looking out for you. They're not looking out for some of their own. So don't be like, "Oh, you did put yourself by your bootstraps." Bro, stop talking. We're on a precipice of national collapse while BRICS is waiting for us to make another misstep. That's scary. Well, it was just a few years ago that they had to absolve and absorb a bank, and then they kept flushing money into the repo market overnight to prevent some banks from going under. Scary, but what do I know? Spooky hours. We call that spooky hours. Um, hit the like button and share. Ladies and gentlemen, we are moving into the second half of the show. We got a lot to talk about. Um, let's go through the best AI infrastructure plays.

>> Yeah, let's do it. Let's do it. Let's do it. And, um, you know what I'll do for them? Um, because I feel like we, we've, we've spoken about these individually, maybe by sector by sector inside of AI. And so, I'm going to run down the ones we've, we've spoken about on the show. Um, and I know Jensen likes to talk about that five-layer cake when it comes to AI.

>> And so, we'll start with energy. Um, GEV, G V, uh, Vernova, I think, is going to be a leader and has been a leader. Um, we've been talking about this since it was in the 500s, was probably sitting over 1100 or somewhere in that area. Now, uh, we, we know the data center story is real. We know energy is vital to the story. Uh, but who can deliver that at the fastest pace? Who's going to be able to create turbines that could be sold? Who can do it from an international standpoint, um, to satisfy the needs on a global demand? So, G Vernova is one. Caterpillar is another; we're talking about gas turbines.

>> And, um, Bloom. I know people have been asking me, "what about BE, what about BE?" Very similar to that, that energy story. So, BE, that would be three right there in energy that if you don't have on your watch list, you should.

Um, cooling, we spoke about this, and shout out to everybody at Nvidia again. If you were part of that group...

>> Session one or session two, you saw firsthand the company that they're partnered with in terms of liquid cooling, and that would be Vertiv, VRT. We've spoken about this plenty of times on the show. Um, but it's definitely in the portfolio, and a lot of y'all have calls on it. If you don't, let's put it on your watch list because I think that's going to be one that's going to be a leader.

Uh, networking and connectivity. Uh, we spoke about Arista; ticker is ANET. Understanding how a rack is put together, understanding the components, and understanding the wiring and connectivity that's going to be needed to have that function at the highest rate. Um, they're going to be part of it. Lumentum, LITE, that is a ticker momentum talking about later.

>> Yeah. Yeah. Yeah. I put that in the last class. Um, again, connectivity is going to be: how can we make data travel at the fastest and most efficient way? LITE is going to be at the forefront of that. Corning, which we spoke about, GLW, will be at the forefront of that. And Fabrinet, I had a call with Shotti earlier about Fabrinet. We put this, and Ian, the first place I ever spoke about that was in Red Panda. So, shout out to Red P and the entire family.

>> That was what, last November?

>> That was last November. And I said, "Look, I'm telling y'all before I'm telling EIL University, I'm telling before Market Mondays, I'm telling y'all that's the company." They actually reported today. Pulled back a little bit, but they've been on a tear, um, since November. So, that would be in networking and connectivity.

And then you have compute. And I think those are players we know, right? We know AMD, we know Broadcom, AVGO, we know Nvidia. Um, and we can put TSM. And there's going to be something interesting that's happening with TSM that we got to keep an eye on, and, and maybe we'll get to that. Maybe I'll save it, uh, for next week.

Uh, and then memory, obviously memory. We can't go anywhere without that. We talked about the importance of it. So, you got Micron, you got SanDisk, you got Western Digital, you got Seagate. Uh, I'll run down the tickers really quick: MU, SNDK for SanDisk. Uh, Western Digital is WDC, and Seagate is STX.

And then we spoke about this, and Shotti was like, "Troy, I need you to do this clip." I was like, "All right, man." And you know I like to just stay low and keep firing, being in the research, but we talked about EDA, electric design automation, and we talked software. And so, if you watch software companies...

>> Specifically, uh, I want to say Oracle could fit in that category. They do, uh, but Salesforce fits in that category. Snowflake fits; they've been hit pretty hard, right? But if you look at the software inside of the AI story, when we're talking about Cadence and we're talking about Synopsys and who they're partnering with in terms of scaling...

>> Oh my god, look at how they've performed! And I know we did this at the mastermind, and people like, "what should we do? It's down 20%."

>> I haven't gotten too many texts about what should we do now. We're up 80, 93%.

>> Believing in the story, understanding the story, and having conviction in the story is important. So, that's EDA. And then the last category is assembly and packaging. And I am gonna say that...

>> That's going to be the focus of the next class.

>> So, assembly and packaging is going to be part of that infrastructure. There's companies that we should know, if we don't know. Uh, but I'll break that down in Thursday's class. How's that? You got your love?

>> Let's do it. Mike, can you play the video real quick?

>> Good day. Good day. Good day, my beautiful people. It's a beautiful Monday today, and I'm so happy and grateful and thankful of all the things that I have, will have, and is currently manifested. I woke up this morning and looked at my stocks today. Lumentum, okay, one year ago it was $81. Today, one year later, it's $996. Almost $1,000. So, imagine if you took that $100 and put it in this stock one year ago. You would have about $900 today, profited $900. Wouldn't you rather spend that on some stocks and get $900? Like this card here, probably $1,000. I could have put that in and been...

So, I, I'll go through a couple that I love, just Rashad, on your same vibe. "Preponderance of evidence" is a quote that I, word of the week. Preponderance.

>> Preponderance. Love it.

>> Word of the week.

Um, I like Caterpillar for sure. I like ARM, Bloom Energies, and Stock Club, but Lumentum is one that, um, I talked about quietly last year, has done incredibly well. The question is, like, "what do I invest in outside of Nvidia for the AI infrastructure?" And it's like, I want to bring you back to: you don't need more than four. Some of you are going to rotate out of the best companies in the world, switching one company for another. But Caterpillar, Love ARM, I like a lot. Um, this one that the queen—thank you, queen—talked about, I like a lot. And Bloom Energy is one that I like a lot as well. So, um, pick your four, put them in chat now. But the most important thing, I'm begging you as a person who's been in this game for a long time. I don't want you guys to have 50 and 80 shares of 25 companies a piece; you need to pick four and have thousands or tens of thousands of shares. That same investment in that company, Ticker LT, 10 grand would have been 90,000. And 100 grand would have been 900,000 just from the time she got in. Um, some people are up 1,400%. But the most important decision you're going to make is which four are you going to pick?

>> Back to you, Rashad. Word of the week, 'cause I know big words trigger some of you: Preponderance of evidence.

Yeah. And, and for the, um, people...

>> That said that she misspelled, uh, the word, I think you're missing the point. Like...

>> Who gives a [ __ ]? I'mma say it.

>> Yeah.

If we get demonetized, I'll pay the little fee. But the vague in between.

>> Who? Look at the return.

>> Yeah.

>> Yeah. Exactly. But you, if you up 900,000%...

>> Don't matter.

You can afford to misspell a word. Some of you have misspelled what to invest in.

>> Fact.

>> Stay focused on what matters.

>> Yeah. I, yeah, I'm real quick. I just want, I'm going to give them a little extra. I'm going to put on extra, 'cause people like, "Well, she did that with LITE, but what does that even do?" And so, I, I try to explain it like this: Think of cars on the highway and think of the highway, right? And so, when we talked about GLW, talking about fiber optics, right? We're talking about glass. How are we going to have data be transmitted at the highest level to be more efficient? Uh, right now, people, copper is, was being used, right? But that takes a lot of energy to, to, to keep, uh, at a functioning level and high speed. And so, glass and laser has now been the technology that people are talking about. And so, when you talk about that, Corning would be that, that the glass that would be used, like for fiber optics, right now. It's on your, your iPhone.

>> Partner with iPhone.

>> It's the glass for your iPhone now. But Lumentum, LITE, is part of that laser process that's going to transfer the data, right? So, you think of the road, which would be Corning, GLW, and think of the, the, the cars that are traveling. That would be like what Lumentum does. They are the cars that are going to be on that highway. Um, and so you can understand why that would be something that's going to be definitely forward-thinking. If we're trying to figure out how much data can we move at the fastest rate and the most efficient rate...

>> Those type of companies are going to be at the forefront.

>> Yeah. Yeah, I just think they're selling to data centers and also in the, and also we kept saying this...

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

>> You only need four.

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

>> Like, the, the grid is probably the, the, the biggest bottleneck in terms of the infrastructure...

>> Of energy infrastructure.

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

>> Can I give him one more tidbit?

>> Let's do it.

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

>> Yeah. What, what would consumer discretionary look like if Amazon wasn't part of it?

>> In, like, Nike?

>> These are my thoughts. My views are not reflective of Troy and Rashad, Earn Your Leisure, Michael McDonald, and anyone else associated with the brand. It will look like Nike.

>> That's tough.

>> Tim Cook, when you gonna make the announcement that you...

>> Hey. Hey. Hey. So, yeah, we should, we should throw it. We should figure out how to, why it stays there. Obviously e-commerce, but it just feels like a tech company.

>> Yeah.

>> Um...

>> Mitigation of risk, though, going, going back to that, they can't remove them out of that because it'll be free fall in that sector.

>> Yeah. Number two is Tesla. So...

>> Yeah, Bitcoin's on the rise: $80,000, uh, dollar per Bitcoin currently. So, what is the future of Bitcoin? What's the up Bitcoin update?

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

Well, the, um, they said that they've actually identified the founders of Bitcoin now. Two people. It was an exposé that has been done.

>> Does that mean they weren't Japanese?

>> No, they were not.

>> No.

>> Told you three.

>> Okay.

>> Who, who were, who were the founders?

>> I forgot the guy's names. Let me, let me look it up. Was one Adam, or no?

>> Uh...

>> It wasn't Yokamoto.

>> Satoshi.

>> Did that, did the documentary drop? I didn't, did it come out?

>> Satoshi Nakamoto.

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

>> Yeah. Mike Texas. Adam Black.

>> Adam Black. And what's the other guy?

>> Adam Back.

>> What's the other guy's name?

>> Alleged. Alleged. It was two people three years ago. And the most important: the city, Langley.

>> Listen the first time. Told you. Even y'all do, uh, Shelly, I hear you. Yes. The city, though, matters a lot. Origin point. If you've read some of them, like, that's the thing about being online for a long time when I used to have to, like, log in to AOL and, and, like, kick my mom off her phone call. If you read some of the white papers from back then when you had dial-up, there was already cryptograph plans in the early '90s. That was not. If you think somebody in Japan made an asset that powerful with little compute power on a [ __ ] compact Presario, I got a bridge I can sell you in Paripony.

>> No, I think everybody at this point knows. But now that we've actually—let's say that the New York, I think the New York Times, is the one that actually did the exposé—so let's say that, you know, it's credible, and they found the, the founders of Bitcoin. Does this, does this matter? Does it mean anything? No, because they, they didn't care before when I said it. No, it doesn't matter because if the, the, the store value—okay, and taking me out of it—if the plan is to get rid of all physical currency and move you to a digital currency, which is being ushered in through AI and digital IDs, you're going to need monetary infrastructure to be able to transact. People already love it. You've gotten high returns. They won't care who the founder was. They told you that a Japanese man in the corner of Osaka made a currency with 128 megabytes. People don't care about the founding story when they care more about return.

>> That's true.

>> They don't care. I told you guys, "this is y'all care." Well, you don't know, you don't know nothing about Bitcoin. You're a Bitcoin hater. I'm like, "no, I'm telling you Langley made it." Put yes in chat if I told you this years ago. Adam and Langley. Yes, sir.

>> Alleged. Allegedly.

>> Allegedly.

>> Thank you.

>> So, no, it won't change it. And I'm going to be real, especially in, in some communities. Oh, you, you love a good, a good, uh, non-human founder anyway. Probably make them support him more.

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

>> Could care less.

>> Most don't care.

>> And we make money.

>> Okay. Um, stock prices, going to give out the...

>> Shall we?

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

>> This a long list, man.

>> You want?

>> Let's do, you know what? Let's do three, and maybe we could do three next week.

>> Yeah.

>> Yeah. Let's do three. Which ones you want to focus on? Well, I keep seeing in the chat, and I guess because we talk about, "Well, you know what?" Lumentum is on here. So, somebody put LITE on here. You want to, you want to do that one?

>> Yeah, I like, um, that...

>> As you, as you look at it, as you look at it, I'm just going to remind people that Lumentum obviously has had its run up, and we always talk about catalyst events. They're going to be reporting earnings on, I think, it's tomorrow, the fifth, the 5th, tomorrow. They report tomorrow, um, after the bell, I believe. Um, so that'd be interesting to see if there's maybe a pullback. So, this entry point might be something that, you know, people can take advantage of.

>> Yeah. Um, I like it if it drops down to 860.73. It's too high right now. You cannot buy it in the 900s. Um, but I do like it at 860.73 if it pulls back there within three or four months.

>> Okay. Okay.

>> What about Eli Lilly?

>> My baby. Um, she'll be on the tear soon. I like Lilly at 88.32. So, $88.32. Write it down. Stock Club. I won't give our prices away, but I do want to give some value to the people in, in a new month, who may have missed out. So, Lilly 83.02, this is a pretty sick list. So, we did Lilly. We, we did, uh, Lumentum, Meta. Meta's has, has pulled back a bit here. Um, there's some issues with, with the Mannis AI acquisition, to say the least. Um, so trying to...

>> They said, "listen, we gonna pay you back for that TikTok," allegedly. Uh, what, what's your thoughts around Meta?

>> Um, shout out to everybody at Meta HQ Hudson office as well. Um, Brian, what up? I got to call you. I like, um, Meta at $580.76. I think, um, the proclamation of them doing incredibly well by end of year is absolutely true. So, I like them at that particular level.

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

>> I'm pressing in the run, yo.

>> Yeah. I, I'll say people ask, "Well, what's the entry point?" And I'm like, "Look, man, I got to reset it. I got to reset it." Every day it feels like you got to reset...

>> Because the story is so amazing. What's your currently, as, as it sits at, uh, what number are we at now? So, 1255.86.

>> Oh my gosh. Yeah. So...

>> My god.

>> What's your thoughts on SanDisk?

>> You're going to have to wait for a pullback to 1094.42. It may take three or four months for it to happen. This is a classic case, though. When a company is on a tear, you can't chase it at a high because at some point you're going to put a significant amount of money into it: 30 grand, 50 grand, 100 grand. It's going to slide to the downside, and it's going to break your confidence. Um...

>> So, at 1101.10, I like it. If it pulls back that far, and for people who like, "hey, I missed out," I don't know what to do.

>> Every stock in the history of man has always pulled back. The average time that a tech stock will have a reign is 18 years. If you believe in SanDisk today, I think it should be great for the next maybe 12 or 13 years. You don't think anytime that we're going to have a pullback for it to get to a price that's attractive enough? Even if you look, um, in March, it was at 760, and it slid down to 565, and people thought the run was over there. Wait for a pullback. Buy that price, you'll be good. Hold for a 5-year turn. Also, stop trying to turn Market Mondays into your trading show. These are for you to hold for a long period of time. There's more money on the upside as well if you're holding for a long period of time.

>> Yeah, I still see upside with SanDisk, as crazy as it sounds.

>> Yeah, even you say, like, a pullback to 1100 is just like, "we've been here since 195," right? So, those type of pullbacks are, I mean, yeah, if you, if you're just investing, it, it, it does kind of suck, but this is why you hold long-term positions. I think they did something brilliant. Obviously, they blew up their quarters, but that idea of people saying, "oh, this sector is super cyclical," look at its history since 2000. It's super cyclical.

>> I think they did something brilliant. And if you listen to the report and read the report, they're actually taking on multi-year contracts now...

>> To kind of offset that, right? They're doing five-year deals, three-year deals.

>> And if you watch...

>> Which is a great business lesson.

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

>> Yeah. Yeah. Yeah. Yeah.

>> Like, "what do you, what do you put your, your data on?" Oh, we put it on these flash drives. Well, who makes it? Oh, Samsung. Okay, that's Samsung.

>> At one point he put out a flash drive, and it was Micron. I was like, "yo, y'all know..."

>> The stores are right there for you to invest in.

>> It's there, right? If you got, if you're taking P, you go to CVS and you look at the counter, there's a bunch of SanDisk memory cards sitting there...

>> And those prices have gone up so much from four years ago.

>> That's why I was going. They was, "hey..."

>> Six months ago, let's say it was two gigs or one terabyte or something, it might have been $400. Now it's at $1,200, right? And so, if the retail investor is paying that much as a consumer, what do you think they're charging institutional firms...

>> On the enterprise side?

Yeah.

>> Oh my gosh.

Because they set the barrier, and so that story is not changing. So, I, I see upside still with SanDisk.

>> Should we do one more?

>> Sure.

>> All right. We did Bloom. We did LITE. Uh, let's go SoFi. Let's go SoFi. It seems like people just love to talk SoFi.

>> I don't know why, but maybe because it's one of those stocks under $30. Um, if SoFi gets to $8.89, 89 cents, that is a price that I would like to take a stab at it to hold maybe to like 24 or 30 bucks or something like that. I don't know why people love SoFi. I think they've underperformed, especially, um, for the class that they are in, but it is cheap. Um, so yeah, at that price, if it falls back that far to 8.89, I'll probably route it up back to $24 flat. Put in chat why y'all love SoFi. It's going through these volatile swings in '21, like that $28 to $31, um, range is where resistance is for them. They have some deep dives. I know the promise. It's like them and Snowflake, people had, um, a lot of hope for, and they've underperformed.

>> Yeah, Snowflake, that's going to, that's going to take some time. That's going to take some time. I see DRAMs on the list, and if we've given you SanDisk and we talked about Micron tonight, that, I mean, those are sitting inside that ETF. Uh, so Round Hill created that ETF a little over a month ago, maybe to the date. It was created a month ago.

>> Um, and that's how you get, get access to SK Hynix, which is supposed to IPO at some point in here in the next couple months. Samsung as well. And so, if you're watching that chart, I know sometimes you're watching and you're like, "how do I get? I can't buy Samsung." This is how you get access to the number one, in a lot of cases, number one memory.

company in the world if we're talking about how the story isn't ending. That would be a good ETF. We said it a couple weeks ago.

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

Yeah.

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

There you have it. World is yours.

Master Investor has, uh, he said that he will give the price of drum to anybody that takes advantage of the offer. And...

Yep.

If you joined late and you don't know the offer, EYO University flash deal: 20 slots, three-year offer that includes Troy's options class which will happen next Thursday. Um, so if you want to take advantage, EI University offer, and the reason why we did three years is because Magic told us...

We have three years. This wasn't just a random number that we picked. Three years. Three years can change your life. Three years can change your life. But you got to be focused. Would you give him three years to live how you want for 30? That's the question you got to ask yourself.

You better. You're risking one to make 10. And if you have any distractions in your life, get rid of. You see even us personally that run nature jab Germaine Dri...

Fire, like on the move, ETF Central, Good Morning America. You see us working at a clip that Zuckerberg, even Brad Gersonner, talking about the Invest Kids, people are working at a higher clip than I've ever seen in the last four or five years.

Yeah.

Because they know what's around the corner.

Got to do it.

Yep.

Got to do it. And Mike is is, uh, DRAM. Somebody in the chat said, "Is he saying drum?" Like D.R.O.M. is D.A.M. D.R.A.M. That's ETF. And they just apply. Shout out to Cord. Cord is in the check and he just text me that Round Hill just filed to have a Mac 7 ETF.

Shout out to Cord.

My guy.

Cord.

Jean Jacket alumni.

The Jean Jacket.

Little BY too.

Lil Bby on the checkin'.

Shout out to Lil Bibby, Chicago's own.

Yeah, tapped in for a minute as far as business.

He think he'd been buying real estate and he was doing a lot on the business side early on.

The world tapped in, man. The world heavy now, too.

And you never know who's going to who's watching because, like I said, shout out to the to the brother Eugene. We was in we was in Kenya and like I said, you know, he's the gold mine. We going to give more information about the gold mine. Don't worry. But he was saying he's from London and I was like, "Yo, you know, we did um roll out Hall." He's like, "I was there." He's like, "I was there at Tape London." He's like, "I've been I've been there the whole way. I've I was there at every Invest." You never know who's watching.

You have no clue who's watching, bro.

No. No. Imagine what the video that you saw with walking and I'm telling him like trying to get the numbers 'cause I love numbers. He was like, "Yo, I got to take your options class." I'm like, "Bro,"...

That we could talk about that another time. Like, tell me this what we're seeing here. This is life-changing.

But then also the power, the real quick, just the power of network too, because...

You never know. So the first thing we did, we landed in Ghana. We went to see a brother that had a plot of land. He's thinking about building a hotel.

And he he's building a hotel in Ghana. He met our guy Alvin...

Who's from Ghana.

Where do you think they met at? Investfest.

Investfest. They met at Investfest.

A lot of connections made.

This is people that, to put it in perspective, Ghana, we flew from Ghana to DC. It was an 11-hour flight from Ghana to DC.

So pretty much on the other part of the world, they live in the same. What's the odds of that happening? They live in the same country in Africa and didn't connect until they came to Investfest in America.

You never know. You never know who you going to meet.

You never know who you can meet. You never know.

Or who's watching you.

For sure.

Yeah.

Yeah. They're watching your character. It almost felt like people have, in the way it was explained, is like not a vetting process, but let me see what this is like. The consistency. Yeah.

Exactly. There's a consistency there. Okay, these guys are worthy to, "Hey, let's bring them in on some opportunities here."

Yeah.

Yeah. So, be be mindful of that when you step into rooms and definitely Invest. Be mindful of how you conduct yourself, how you carry yourself. You never know who you going to walk into or who's watching you. Yeah. Be helpful. Give the most. The blueprint is simple. It's hard to do. Give the most. Be honorable. Be honest about how you operate. Or integrity that matters more. And then notice everybody who's really good at the asset class is learning every other asset class at the same time. Like this agentic thing, if Google gets this off in time or one of the hyperscalers gets it off, matters having some issues like you talked about with China and Manis, that's going to change the work landscape forever. We're we're just in the first minute of the first round of Agentic.

Yeah. Google.

And even, uh, Fatima, too. She's lives in Rwanda and she was like she was at Investfest and she was talking about your, um, your performance.

Thank you.

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

You never know who's watching.

Present.

And I'll say no. Go ahead.

Present yourself in the best manner possible.

All the things that your parents told you. Like sometimes we we think of these things as like cliche or like they corny of like, "Oh, that's," but...

No. You really never know. You never know. You really never. There's some people that will come just to see...

How you how you talk to somebody else,

How you shake somebody's hand, how you like there's there's people that are just be looking and they might have...

They might have a hund00 million, $10 million deal for you and you you...

The way that you looked at the janitor was just dismissive and and they don't like your character and they n they like, "No, I'm good." Mhm. A majority of the opportunities that I got this year came off of the back of that performance at Investfest. Like that's why I keep saying like I wanted a few people no matter where I go if I when I do that if I made you money that reaction you can't deny. Um, so show up, be your best, give the information that is changing your life to others, but execute and prepare like crazy. Prepare. Like last year was nine months of prep. I started prepping two weeks after Investfest last year for this year. Stay locked in. Stay locked. Even we was having a conversation about the other project I'm working on. Once they got to see that was like...

Didn't know.

Stay low.

Keep firing.

For sure.

You know how we do. Um,

Buy, buy or pass?

Oh, it's been a minute since we've done something like this, man.

All right, we can go lightning round if you want, man. There's some good ones.

And you know what? I I like that we're starting with this one. Eli Liy, because it has pulled back. Uh, the GI GLP story is still, you know, at the forefront. Peptides have stepped into the space and they're causing some havoc. Are we buying? Are we sell? What are we doing with with Eli Liy right now?

Absolutely love. I'm I'm hearing some talks too that in another country they may be looking to acquire a peptides company. Also, in similar to Nvidia, not only are they the the maker of the things that the industry loves, their platform. Um, so I absolutely love Lily and even though some people may be once again an expectation thing. Um, last year they were at 634. They're currently at 967. They hit a high of 1133. Lily is not a company to get out of or short. Absolutely love. Yes, we're staying with Lily. Now, this is a company, uh, in the semiconductor space. Out of all the semis, I feel like it's the one that never gets spoken about. Really hasn't performed at the level as as as some of the others that we mentioned. Qualcomm. What's your what's your thoughts around Qualcomm?

It's underperformed, but it's still a solid company. Um, and I'll say this, too. If you're looking for, let's say you have a bunch of capital, three, four, $500,000, a million dollars, and you want a safe return, I would probably lean here. I would definitely have to wait for it to get to like 131 or 136 to be able to buy it. Um, but even though it's underperformed, it's still a great company for sure.

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

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