Nvidia's Q1 2027 earnings demonstrated exceptional performance with data center revenue nearly doubling, EPS beating estimates by 6%, and revenue exceeding projections by 3%, despite the company having largely conceded China's AI chip market to Huawei due to US export restrictions. Jensen Huang highlighted that 'Authentic AI has arrived' and announced an $80 billion buyback program, while acknowledging the 'frenemy' relationship with hyperscalers like Google, Amazon, and Meta who are developing their own custom chips (ASICs) while still depending on Nvidia's infrastructure. The company's Ver Rubin system, comprising 1.3 million components including 72 GPUs and 36 CPUs, delivers 10 times more performance per watt than its predecessor, positioning Nvidia at the center of the transition to physical AI and robotics.
$NVDA EARNINGS RECAP, IRAN DEAL NEAR, FED MINUTES, OPENAI FILES IPO, NEWS & MORE!Added:
Good morning, good evening, good afternoon to wherever you are in the world. Welcome back to another episode of the coffee hour. Today we have a jam-packed news segment. Uh we are going to be talking about Nvidia earnings.
That probably was is going to be the biggest news story of the day. Um, honestly, there's so much going on for Nvidia. Uh, it would probably take up the whole hour, the whole stream. So, I'm going to just give you guys just a quick recap because I think it is very important, especially for those of us who are following the AI trade, especially for those of us investing in memory in Nvidia as well. Okay, so we'll be going over Jensen Wong uh talking about some of his key points and uh some key points from the earning call. All right, then we'll kind of move into some geopolitics. All right, there is an update on this whole Iran war update.
So, we will uh talk about it. There was also some very concerning news coming out of the Fed minutes. All right, the Fed minutes. I mentioned this yesterday.
Uh the last FOMC meeting that they had, they were going to release the Fed minutes and we'd understand exactly where the Fed kind of, you know, fits in and what they're thinking about with this whole thing with energy disruption, uh inflation, etc. So, we will be talking about that. We have some news lined up for OpenAI, Anthropic, and a video about SpaceX. So, we will be covering all three. Uh those are going to be the three largest IPOs probably to date. Okay. So, we also are going to talk about what's going on in Korea because it's uh more or less just a small news item, but you know, still pretty large nonetheless. So, we will be talking about all of that. Now, I do have uh a what's going on here? Hold on.
Uh, we got some issues over here going on with X. There we go. Okay, X is back now. Hopefully X kind of maintains. So, um, before I even get started, I need to do a quick sound ch uh sound test, excuse me, because I'm not sure. I'm using Firefox as my new uh kind of streaming platform, and I couldn't test this beforehand. Uh, so I just want to know if you guys can in fact hear this.
Uh, let me move this over here. Uh, let me know if you guys can hear. Uh, we'll listen to Tom Lee real fast.
Can you guys hear this sound check?
>> Show the focus on helping you grow and preserve your wealth.
>> All right, can you guys hear that? Quick sound check.
Okay, so you can't hear the video. That is such a shame. Uh, I'm using Firefox now and I'm hoping this thing will work.
Uh, let's see. Let me see. Hold on. if I can fix this while on the fly here. Um, I apologize uh, you know, for this. I really do want to get into um, I really do want to get into the uh, into the news segment, but I got to really figure this piece out because we have some videos that we can't we uh, we want to go over. All right, appreciate that. I see uh, just uh, let's see, just nit.
Hey, welcome and thank you for that. I see Padre in the chat. Hey, welcome back. Thank you. Uh we got Rod Stan, Victor Sank, and uh Skeptic. All right, so give me one second while I try and fix this uh this sound issue.
Unfortunately, uh unfortunately, it it's just, you know, a pain in the butt uh when you switch browsers. So, let me see if we could try this one more time. Uh let me remove this.
Let me stop the screen.
Okay, share screen.
Okay, we want that.
And it says, "Okay, allow."
Okay.
Okay. Can you guys hear this?
Can you guys hear this? Give me Give me a yes or no in the chat if you can.
Look at our boy over here. Look at our boy just doing it. It's not Jim anymore.
It's rank or Frank. Oh, they they messed up the f. Okay, so it's our boy Frank over here putting in putting in that OT.
Look, 176 hours, 219 packages. Okay, so you guys cannot hear the video. Uh, let me see if I can fix it on my end. Share the screen. Allow. Allowed. Everything is loud. I don't know why the sound is not working. Uh, give me a second here.
Oh, I love technical difficulties when you're trying to stream. All right, let me know if you guys can hear that while I try to figure something else out.
>> Show the focus on your join us in Firefox.
>> Baker is the co-founder and chief investment officer at Camry Investment.
Due to industry regulations, he will not discuss any of Camry's thoughts on this podcast. All opinions expressed by podcast participants are solely your own opinions and do not reflect the opinion of Camry investment management or his affiliates. For more information, visit cambrian.com.
>> Oh wow, that's dumb.
>> Sponsored by Cambria. Do you hold >> So you guys still can't hear that video, correct?
Okay. Okay. All right. I think I know what's going on here. All right. I again, sorry for all of the uh Okay. I think I got it here. I couldn't. Yeah, unfortunately I couldn't test it um beforehand.
Okay, I think I got it here.
Okay, let me add this to stage. Okay, let me know if you guys can hear this.
>> Investment positions with significant gains. What if you could transition into an ETF?
Investors contribute stocks or other securities to a newly formed ETF in exchange.
>> All right, you guys able to hear that sound?
Dang. Okay. [clears throat] Yeah, unfortunately we will probably have to forego the uh the videos [clears throat and cough] on this stream because Wait. So, so Rodman, you can hear you can actually hear the video. It's low volume. [clears throat] Okay. Well, I guess that's progress. Uh let's see.
Hold on. Let me try this one more time.
Okay.
Damn, that is so disappointing. Ah, it's always something with uh with these with this browser and with Streamyard.
Okay, we might have to just roll with it, guys. Uh I don't want to waste any more time. I don't want to waste your guys' time for sure just seeing me troubleshoot some stuff. I might have to work on it in the background. Um, damn.
That's so freaking uh That's such a bummer. Okay, let me let me get rid of this. Uh, let's go back here.
Uh, let's see what we can do. Okay, you know what? [snorts] It is what it is, ladies and gentlemen.
We won't be able to have video for today. I will have to troubleshoot this on the back end. Uh, I wanted to at least present this uh, you know, without having my computer freeze, uh, because Google Chrome loves to eat the memory.
Um, so hopefully uh this will this will still be a good stream. Uh, let me just Man, I got I I want the sound for uh stereo audio. No, that's not it.
Automatically adjust mic volume. Nope, that's not it either. Man, Firefox, you're really killing me here. Let's see. Allowed. Everything's allowed.
Okay, that's that died. Uh, okay. Select window screen two.
Okay. Allow. Yes.
All right.
[sighs] Okay. Anyways, guys, I don't want to waste any more time. All right. Let's get into it, guys, ladies and gentlemen.
Thank you for joining me for this stream. We're going to be going over a ton of stuff. We're going to be going over Nvidia again. and we're going to be going over some geopolitics, uh, the big three, you know, IPOs that will be dropping. Well, maybe we're only going to listen to two because one of them was a video. Um, and, uh, we'll kind of wrap up this stream. All right, so I appreciate you guys joining. Thank you for hanging in there with me while I'm troubleshooting this technical stuff.
Uh, let's take a look over at the heat map. And my god, what a green green day, right? That's essentially what we're feeling. I hope you guys are definitely feeling that or at least seeing that in your portfolios because today was absolutely a great day. Um even though Nvidia had kind of a little bit of a pullback. All right, so uh let's take a look at the heat map and we are seeing way more green than we are red. A lot of the major uh you know MAG 7 are all posting green. We have this technology sector semiconductors doing exceptionally well today. Um even software getting a little bit of a bid up. All right, I'll take that. Uh we have Microsoft, Oracle, Palunteer doing well as well. Uh we have Google. All right, obviously crushing it. And Amazon, the talk of the tape today, the talk of the town, the street was Nvidia.
All right, we will be covering that. We have uh some aerospace and defense also doing well. Let's take a look at futures and seeing how we're looking. Right now, we're just looking a little down. All right, probably just uh you know uh some people taking some profits off the table or uh there's probably some news uh breaking out soon. Anyways, S&P 500 down 26 basis points, NASDAQ down uh 35 basis points, and we see uh crude oil. All right, crude oil brand still above a hundred bucks, but we have crude oil WTI Western was it Texas? Uh coming down $98. All right, so that is why we saw also a little bit of a pump was because you know there is a potential for a Iran deal. Um but I don't think that that is going to be the whole story. I don't think that that just because a deal happens that we're free and clear. Um again, uh there's been talks these last couple of weeks of, hey, there's a deal.
No, there's no deal. Hey, we're going to hit them. No, there's, you know, we're not going to hit them. Hey, they want to negotiate. Hey, we're going to hit them.
I'm going to go off to China for for a few days, come back. Hey, we're going to strike them. Oh, wait. There's a deal on the table, right? It's just a bunch of swinging back and forth. I think the the market probably has, you know, uh, you know, some neck issues after this.
Coffee down. All right, I'll take that.
Coffee is down. Okay, S&P 500 up one full percentage point. Again, anytime the, you know, S&P 500, NASDAQ move up or down a percent is a huge deal for the market as we saw from the heat map. DRAM up 3.5%. All right, this was on positive news coming out of Nvidia's earning call. All right, Jensen Wong specifically mentioned the HBM and DRM uh trade, the memory trade. All right, we have gold again just uh getting a little bit of a bid. All right, up 1.42%. Not bad. still down 3% over the last five days uh and still kind of just trending, you know, flat, right? Not not really climbing to its last former all-time high. But I think with the news about the Fed, a lot of people are going to start thinking about having gold in their portfolios. For me, it's gold and Bitcoin because again, just to reiterate, especially for our new viewers or anyone who's never seen this uh stream, uh th this is this year is going to be an inflation story. It's definitely going to be an inflation story. Um, I am a a firm believer of that and it's already starting to shape up that way.
Give me one second while I fix X. Uh, let's see. Boom. Get that get that out of the way. Uh, oh man, so much news today, guys. I mean, I was looking through kind of my news uh cycles and um absolutely insane uh the amount of good stuff coming out and not not just with not just with the uh not just with the the hyperscalers or the AI trade.
There's even good stuff happening in crypto which is kind of crazy. Hyperlid uh there's a lot of news and a lot of uh you know just a lot of positivity coming from that uh that cryptocoin and that brokerage. Um but you know neither here nor there. Okay, got got X all figured out. Okay, Bitcoin a little bit of a pump today. Okay, I'll take that. A little bit of a pump. It's starting to bounce off the 200 WMA which is or the weighted moving average. Uh that is, you know, a nice, you know, a nice sign. Um it it is a higher low, you know. Uh so we are reaching, you know, we are reaching and I think we're going to break out soon. Again, just patience. If we breach that 200 WA, then we are definitely going to go a little lower.
But uh I surmise just from looking at a couple of charts and listening to a couple of other you know kind of chartists out there and technical analysts it'll probably hover in the 70s high7s mid70s right it's not going to it's not going to revisit those those 60s and lower I I think we're past that personally I think we're past that okay uh let's move on I see Senus Capital up in the mix good evening and morning to all hey thank you Senat for joining unfortunately we don't have videos today uh because Firefox and Streamyard just don't seem to want to vibe together. Um yeah, so we can hear it, but it sounds like it's playing uh on the TV 8 feet away. That that is probably because my mic is not too far uh from the speakers, so it's not broadcasting audio through the uh through the uh software through Streamyard. Uh let's see what Skeptic has to say. The term for that is market manipulation. [laughter] That is that's probably true. Uh okay, let's move on from here. Here we're going to hit our first news item and that is Nvidia. Nvidia absolutely crushing it, doing exceptionally well.
All right, EPS beating by 6%, revenue by 3%. Those numbers don't look that sexy, but for a company that is trillions of dollars in market cap. I mean, that is pretty damn good, right? Everyone is holding their breath. Uh, and all they would have to do, all Nvidia would have to do is post some bad numbers and we would see the entire market just go kaput. But they they're not. They're posting up smashing numbers, uh, great numbers, you know, the best numbers as, as you know, our, uh, commander-in-chief would probably say. U, so they're doing well. Okay, so what is all the humrum about Nvidia and Nvidia's earnings call?
Okay, Nvidia, uh, data center revenue nearly doubled. That is a huge, huge, big deal. Okay. Uh, the report is strong, but the stock still slid. Uh, so let's listen or let's take a look at a couple of different uh, items here. So on the call, Jensen Wong announced an $80 billion buyback. Uh they upped their dividend from like a penny to like, you know, was it 25 cents or something like that, you know, I mean, it's not going to make you super rich, you know, you're you're more so betting on the appreciation of the stock. Uh so guidance beat estimates. Nvidia, uh you know, yeah, also reported their data center revenue doubling. Um they tal they touched on the Iran war. Okay, they touched on it just a bit. So we'll cover that. And then they're talking about they also talked about all these other hyperscalers creating their own chips, right? The ASIC chips. Uh so we will talk about that here in a moment. All right. So [cough] excuse me. Just some quick takeaways [clears throat] uh from the man himself. Just some quick takeaways. All right. This was an extraordinary quarter. Demand has gone parabolic. And this is coming right out of Jensen Wong's mouth. All right. Wong said as he closed out the earnings call, the reason is simple. Aentic AI has arrived. You guys will also notice I don't have highlighting on this on these pages and that's because Firefox for whatever reason just doesn't seem to have a good highlighter. Anyways, uh Nvidia's involvement with the world's largest AI models is growing. NVIDIA is the only platform that runs Frontier AI model. Uh Wong said mentioning Anthropic OpenAI, SpaceX Meta, and Google's Gemini. All right. The chipmaker is powering every hyperscaler uh supporting their core data processing machine learning workloads internal AI services while supporting their demand for Nvidia users in the public cloud services. The company's broad range of products is helping break into a new data center segment. All right, new AI native clouds and sovereign AI clouds on the premises, enterprise and industrial infrastructure. Uh physical AI is the next wave. So he's talking about robotics. He's talking about AI in the real world. Okay. Not just on your cell phone, not just on your computer, not just a a prompt. He's talking about, you know, the robotics, what I just showed earlier. We had the figure bot that's just been, you know, doing packages for the last, you know, week and a half or so at with no break. Absolutely no breaks, no time off, no day off, nothing. Just moving packages, right?
Just moving packages. Uh physical AI is the next wave. uh as he said um adding that Nvidia's CUDA software platform helps it extend into autonomous vehicles and robotics in particular. Uh we've talked about the CUDA library from Nvidia. Jensen Wong has said before that the Nvidia CUDA library is the gift to the world right is their gift to the world. uh it allows developers to develop you know on uh CUDA on their chip on their GPUs and able to develop their own uh you know uh AI their own you know softwares uh their own services. So the CUDA library is very extensive. It it breaches into robotics, it breaches into um uh even physics, uh chemistry, uh they have uh architecture in there, logistics. They have a ton of stuff in the CUDA library. And uh the Ver Rubin, which is the new CPU that or the new uh chip that will be coming out of Nvidia in the not too distant future, is a major new growth driver, opening up a $200 billion revenue opportunity if the company can capture the market. Uh we did have some breaking news that just came out from Nvidia. Okay, we will cover that in just a moment. Uh specifically with this line here. Okay.
Um if they can capture the market because they just lost a very key market. Uh the world is rebuilding computing for Gentic AI and robotic and physical AI. Wong said in closing, Nvidia sits at the center of these transitions. Uh we built it ahead of this moment. Uh so that when Aentic AI arrived, Nvidia would be ready. It has arrived. So again, just a bunch of positive news coming out of this earnings call. Absolute positive news coming out of the uh out of the U earnings call. So this was this was interesting about it. So he also mentioned that Nvidia understands the friendnemy model, right? You know, friends and enemies, right? The hyperscalers are are also competing with Nvidia. uh they're trying to move not just away they're not moving away from Nvidia but they're also developing their own chips right the AS6 chips uh you have Google you had Meta talking about it you have uh Amazon with their tranium chips um uh Google's TPUs which are you know they're going to be using them in satellites or testing them in satellites in the future uh you know we covered that with project suncatcher so [clears throat] you know this is interesting that these uh that that Nvidia at least acknowledges this that you know the frennemy model you know the hyperscalers depend on Nvidia but at the same time the hyperscalers are also you know kind of branching off into into their own chips right uh there was a big hoopla about Google developing their own TPUs and then selling them to the open market um people sold off Nvidia for that you know people got out of Nvidia for that and Nvidia stock kind of went down a bit but the whole I the whole notion of Google's TPUs taking out Nvidia is is absolutely dumb uh and the reason is because even Google's you know TPU engineer head engineer said that people do not understand market demand supply and demand right uh Nvidia powers the entire market right uh just because you know some companies may want to experiment with TPUs does not mean every company is going to move towards Google's TPUs but you know that was uh that was a couple of months ago when that happened um some of our customers are developing their own AS6 and other products including designs optim optimized for certain workloads that may not require all the features and functionality of data of our data center systems provided. Nvidia said in the filing refer to a category of computer chips known as application specific integrated circuits. Uh although Nvidia did not name the customers the tech hyperscalers Google, Amazon Meta and Microsoft have all been developing their own custom AS6. uh metaphor instance showcase uh you know in March four custom chips that social media giant designed uh that Taiwan semiconductor TSM or TSMC will manufacture and then Google yesterday announced uh in conjunction with Blackstone that they are you know going to be creating a new AI infrastructure company and this is this was uh came out after I stopped the stream um actually it came out before the stream but I I did not cover it I did not see the news article but yes Blackstone and Google are partnering on a new AI infrastructure company. Uh as so as part of that yet to be named AI firm, asset management giant Blackstone will invest $5 billion in equity capital. Uh so again, more interesting things coming out. Um so moving on to that, uh Jensen Wong also talked about Nvidia's Gro chips. Okay, not Grock like X, but Grock with a Q. All right, these are the direct competitors for Cabris chips. All right, the you had Grock and Cabris. These are, you know, they're basically competing for the same thing.
Um, Cberus had an amazing IPO, smashy IPO. We we listened to the CEO talk about, you know, his company and talk about Sarah and talk about, you know, what it took to get there. Um, but, you know, he also talked about the the biggest uh kind of geopolitical risk was Taiwan semi, right? Being stuck in in uh Taiwan. If there was a geopolitical event to take place, i.e. China invading Taiwan or blockading Taiwan, you know, it could spell disaster for just everybody, not just Serbis. Uh, so, you know, something to consider, something to consider there. Um, Nvidia's custom AI chip that was the result of its 20 billion acquisition of Gro's tech will be a niche product uh for some time, Wong said on the earnings call. That's despite signs that big tech is hungry for alternatives to the company's costly soldout GPUs. And that was another interesting thing here. uh you know the ASIC chips that the hyperscalers are making you know it it's more so they're giving optionality to a lot of their client base to their customers you know people who are developing on AWS or Microsoft Azure uh you know they're going to want to try things on on Nvidia's GPUs they're going to want to try things on AMD's uh GPUs and CPUs and they're going to want to try things on TPUs and and you know the the other stuff that everyone else offers like Amazon training chips so uh it's not a bad thing you know to have that I still think and believe that Nvidia by itself is obviously powering the AI trade, the full AI trade, right? You will have all these little pockets of different chips, uh, manufacturers doing specialty chips and GPUs, but at the end of the day, Nvidia is is the biggest dog in in the house. Uh, excuse me.
Uh so Justin Wong also talked about how they're going to be doing uh you know the reporting uh going forward. They're mostly going to be talking uh or they're going to split the reporting. One segment is going to be on the data centers um and then edge computing uh eventually right so that's also big news because that's going to be the next frontier robotics AI uh physical AI. Um so he also mentioned Ver Rubin's off to a great start. That's that's good. All right. He also brought up the the Blackwell. Um so Nvidia expects its next rack scale system for AI ver Rubin will be even more successful than the Grace Blackwell Wong said on the earnings call. The primary reason uh Wong added is that because we're growing share of inference very very quickly. All right.
As a number of frontier model companies grow he saw Anthropic as a key new customer this year providing secure compute for Microsoft Azure uh Amazon Web Services and Coreweave. All right.
All right. The Vera Rubin system is comprised of 1.3 million components including 72 Ruben uh GPUs, 36 Vera uh Ruben G uh CPUs. All right. Nvidia says it delivers 10 times more performance per watt than the predecessor Grass uh Grace Blackwell. Excuse me. I cannot speak today. Um okay. So anyways, just Nvidia just smashed it. You know, the earnings call. I have not listened to it. I definitely want to listen to it as soon as the stream concludes. Um just a lot of good news. However, the talk of the town right now is what was happening or what happened in China.
Okay? Cuz uh that was on top of everyone's mind. What is going to happen? Um are they going to be able to sell their chips? Are they good? Are they going to start including that in their next uh you know in their forecast or in their next earnings call? What's happening with China? Are they going to be buying or not? and Nvidia straight out came out and said Nvidia uh largely conceded China's AI chip market to Huawei. Okay, so Huawei has completely taken over. Uh a big portion of this was because of the Trump's administration uh you know basically not allowing Nvidia AMD to sell their chips to China. So Huawei came in and took it over. But not only that, you know, China was also trying to beef up their own industry, trying to beef up their own, you know, manufacturers. uh and to buy domestic, right, to get themselves off of, you know, US uh supply chains, i.e. Nvidia.
So, that's a big hit, but at the same time, Nvidia is still putting up great numbers. That's what the whole going to Europe and and talking up a storm and sovereign AI and all these data centers being built in Europe and the Middle East. Uh this is where Nvidia kind of made up for the China market even though the China market was still vastly larger uh than those deals made in in the Middle East and in Europe. Um you know Nvidia still able to cook, right? Nvidia is still able to cook. Uh so uh Jensen Wong said the company has largely conceded China's artificial intelligence chipmake uh market to Huawei as US export restrictions continue to reshape the global AI semiconductor space. Uh the demand in China is quite large. Wong told CNBC's Sarah Eizen, Huawei is very, very strong. They had a record year.
They're likely, very likely have an extraordinary year coming up and their local ecosystem of chip companies are doing quite well because we've evacuated the market. All right, we've really largely conceded that market to them, he said. All right, so that was uh huge news and that was obviously not good news. A lot of people were expecting, you know, kind of Nvidia to re-enter the China market after this Trump visit and after Nvidia, you know, Jensen Wong was picked up in Alaska. Uh, you know, he he pulled a, you know, Mission Impossible and jumped on the on the plane as it was moving. Uh, but doesn't look like any good news really came out of that China visit. Anything we didn't already know.
the the big thing we already knew was that Trump was going to allow Nvidia to sell their chips through a couple of, you know, uh intermediaries, you know, companies based in China. Um but, you know, they would have to pay a fee to the US government. And then not only that, so much time is lapsed. There's so much uncertainty. Uh China accuses Nvidia, the Chinese government accuses Nvidia of having back doors in their chips, right? which is not a good thing especially when you know uh these chips are going to be used for government you know the government use or military use uh it would suck to have just a tech company shut off all the chips in your robots right or you know your data centers so that was a part of the worry as well coming from the Chinese perspective and again Nvidia is still not forecasting any China revenue any sales in China and they're still able to put up great numbers and still able to produce uh you know large sums of of chips, you know, and and large demand for their chips, right? So, even though they're losing the Chinese market for now, you know, can they reenter at a later time? Uh can, you know, they start, you know, the Chinese start buying Nvidia chips in the near future.
Um, we will see, right? We will see. I don't think it's uh it'll be unheard of.
Um, I don't know what the performance of Huawei chips are compared to Nvidia. Uh, but I do know that, you know, the what is it? the the H200 that was the chip.
It was a watered down chip that was uh be able to be sold to China and um Huawei was having trouble just competing with that. So, for them to come out and say that, you know, Huawei is going to have better chips than Nvidia, I mean, I I'm waiting to see what happens. Uh but again, Jensen Wong is so plugged into that market that he would know and and for him to just say, "Yeah, Huawei has the market. We lost it. Nothing we can really do." um and they're going to have a stellar year ahead of them. Uh then that's kind of you know telling me that Huawei is developing their chips uh to compete on a on you know to compete at scale with Nvidia not just in terms of performance but also in sales. So it sucks that Nvidia lost that market but it is what it is as they say. Let me check the super chat because I have not checked it in a little bit. Uh [laughter] yeah, Fred is a dedicated worker talking about our our our robot, our figure bot that's just been putting in that work.
Uh let's see.
Uh we have Sergio in the chat. Hey, welcome MJ Bow Hunter. What's up? Good evening. Uh let's see what else we have.
Uh Sergio says, "Give me some of that Nvidia NVQ link quantum connection."
Yes, quantum is not too far off, man.
I'm starting to become a believer. Uh let's see. Padre says, "ARM CEO said people better watch out for their new chips." ARM. I I I think ARM might be, you know, kind of uh a sleeping giant, you know, not maybe not competing with, you know, Nvidia, the likes of Nvidia, but I I think they might be a sleeping giant. They might be coming out with some some banger stuff because we we haven't really heard of anything from ARM.
I mean, they lost that that contract with Apple like some time ago, a long time ago, and that was a massive hit to the company. Um, but they're still in a lot of other cell phones. Uh Qualcomm is their is their probably their biggest competitor I think. Um ARM would probably be uh you know because Qualcomm's also in a ton of devices as well. Uh cell phones, tablets, that uh type of stuff. But you have ARM also in those uh same devices. So we'll see. I mean I know ARM was developing a a new AI chip. So was Qualcomm the Qualcomm Snapdragon. So um we will see. Let's see what we have here. Suat thanks Eugene Vasquez. my ESPN Sports Center highlights version of investing.
[laughter] I appreciate that. That's exactly kind of the aim for this channel.
Unfortunately, again, to reiterate to the audience, uh well, first off, appreciate the audience for joining. All right, right now we have about 35 viewers on YouTube uh across the two channels and we have about 40 viewers on X. Appreciate you guys joining me. Uh just a quick plug, just to remind you guys, this is my new YouTube channel.
This is where all the live streams will live. I will eventually be migrating off of my old channel onto this new channel.
uh you can plug into YouTube at Eugen Invest uh to find this channel. Okay. Um but going back to the uh going back to Senuac Capital, appreciate that. It really does mean a lot. And I see we have a super chat and I thank you for that super chat, sir. I really do appreciate that support. Okay, that is going straight into the coffee fund. Uh because we need coffee to power uh this whole stream. All right, coffee powers the stream. It's not just Nvidia and DRAM and uh what what do I have for a chip? I have yeah incoh Intel Core i7.
So it's not just, you know, these uh chips that are powering this stream or this flaky internet that I have. Um but it's also a lot of coffee. So I do appreciate you and your support. Uh let's see what else we have.
Uh so Sergio says, "Well, okay, no China, but it's not forever." And that's kind of what I'm thinking, too. I I don't think this is going to be a forever thing. I mean, you still have like you still have under the hood uh you had SMCI Super Micro not long ago got busted for for sending a bunch of Nvidia chips. I think China under the underneath, you know, they they they put up a public face and say, "Oh, we don't want Nvidia chips are bad, but they're looking for ways uh to basically have shell companies and and to broker Nvidia chip sales, right, into their country."
Um I still think there's a large demand for Nvidia chips that's just not being publicly disclosed. And the the United States knows this, right? They've been cutting off all these trade routes, been cutting off because that was the big concern with uh you know, the Middle East, right? There's a lot of Middle Eastern countries that had, you know, direct ties to, you know, Chinese firms, Chinese government, uh type of stuff, and they didn't want to sell chips to them, especially the UAE, because they were afraid that these chips were going to end up in, you know, the hands of China. And not only that, not only that, uh the data centers being built out in the UAE and Saudi Arabia, [cough] the United States had very strict stipulations that they want no foreign uh Chinese workers in those uh in those facilities. They made it very clear, right, uh that they cannot hire any Chinese foreign workers. And the reason was because of you know uh they don't want them one stealing chips two you know plugging in some type of malware or virus into the data center and monitoring stuff. I mean there's a whole slew of reasons from a cyber security perspective uh which I just found you know additionally uh that you know cell phone carriers are also uh suspect because you know you could pay off or bribe someone working at T-Mobile to hand your phone number off to a bad actor and then they can get basically defeat your two-factor authentication.
Uh which is scary to think about but it is something that has happened and it is a cyber security threat. So, uh, for everyone out there, you know, two-factor authentication, your phone number doesn't doesn't always protect you.
Just, uh, know it it can happen. Doesn't mean it will, especially with, you know, companies like Sprint or well, Sprint doesn't exist anymore. Uh, T-Mobile, Verizon, you know, AT&T, uh, because there's a lot of federal charges that can go with that. Anyways, outside of that, let's see what else we got. Rod Stamon says, "China's already back door deals with China. It's all a media cover up." Yeah, I mean like I said, uh they're they're still getting their chips one way or the other. They they they say publicly that they don't want uh Nvidia chips and that they're supporting domestic chip ma manufacturing SMIC, which is the Taiwan semi of China uh and you know, Huawei.
Uh but again, I don't think I I I don't think their chips are nearly as efficient as AMD. Uh nearly as efficient as Nvidia, for sure. Um, let's see what's up. Can't win them all, says skeptic. That's true. Uh, what's your opinion on Jeep Pucks strategy futures, huh? Uh, I will cover that. You know what? Why not? Since we're already talking about compute and all that other stuff, uh, let's talk about it. So, um, I put out this post and I'm actually quoting your post. Um, but here is the post from, uh, GUX. Okay. So, GPU is the futures compute ETF and it's coming out of Roundill. Roundhill again is just smashing it with these ETFs. I think this is going to be an absolute banger of an ETF once it once it actually drops. Um because now you know I I posted this Larry Frink don't miss. He said the United States is short power.
We're short compute. We're short chips and there are going to be shortages in all three and memory. Four things. I actually believe a new asset class will be buying futures of compute. We just don't have enough compute power. Right.
Uh then you had the CME Group and ICE both come out with compute futures. All right. All right. And I'm curious if Hyperliquid is going to come out with one as well. I gave a shout out for the Hypecoin and for Pure, which is a digital asset treasury. Uh full disclosure, I am invested in this. Okay.
It is a digital asset treasury similar to Micro Strategy or BMR. Um for the hype coin. All right. Now that you have Innovative Round, who also launched DRAM, one of the most successful ETF launches in recent time with close to 9 and a half billion in AUM in under a month, coming out with GUX. All right.
We really at a point where investors have so much optionality you almost don't need to invest in single stocks anymore. What a great time to be an investor, right? So uh if you guys are familiar with like uh you know gold futures, there's an ETF out there from Wisdomree GDMN. Uh shout out to Working Investor who's the one who put me on with that one. Goddamn is the ticker. Uh but it is a a gold futures. You get a little bit of leverage in there. Well, you get a lot of leverage. I think it's 1.8x leverage. Um but you know uh with compute it's going to be interesting right especially in the time that we're living in and if you believe in the AI trade the thesis and and the memory trade and and the compute trade uh all of these things then you know I mean if if it's going to be around and in demand for the next 5 to 10 years uh it seems like a no-brainer. Of course that's not financial advice. Do your own due diligence. Don't blame me if you lose money. Uh okay. All right. Here we go.
Uh let's see what we have from Raj Deman. Nvidia already going back doors.
Yeah, that's happened quite a bit. Uh Qualcomm also looks like it could go to 400. Yeah, I like we talked up Qualcomm, man. We talked up Qualcomm a bit. And uh I I I am bullish on Qualcomm. I don't own a position, but I you know I talked about how they're uh and this is coming out of Jordy Visser. Shout out to him.
But he talked about how all these EVs, electric vehicles, right? They use Qualcomm chips. uh it's not farfetched for robotics to use Qualcomm chips.
there's insatiable demand for Qualcomm chips for those for those two uh those two you know uh architectures especially the EVs maybe not in the United States you know where EV demand is is kind of like eh you know because it's a you know gas producing comp uh country um but you know Asian countries really incentivized to go electric and EV sales are like [cough] you can't you can't drive anywhere without seeing EVs right uh uh same thing in the Middle East uh EVs are becoming very, you know, common, especially in Dubai. You have Teslas all over the place. Um, so that market is expanding and you're going to need a lot of Qualcomm chips to to, you know, uh, power the the smart dashboards and everything else. And then what happens when you have, which you already kind of do, uh, you start having, um, you know, AI in cars, right? That's going to be a thing in in the not too distant future, you're going to have AI, artificial intelligence in your car, uh, running natively off the Qualcomm chip. So that's why Qualcomm is is uh you know kind of bullish, you know, has has um you know kind of a future in the AI space as well. Uh let's see. [laughter] Yeah, I know, man. I need to get these numbers up, dude. [laughter] Absolutely pathetic, right? These numbers need to get need to get way up there. Uh let's see what else we have.
MJ Boner says, "Get XB Bloom coffee machine." Man, I'm the old school drip coffee type of guy. Speaking of coffee, let me get a sip here.
But yeah, um I you know, coffee exoom. I don't think I've ever heard of that. Is there anything like a Kurig? Uh let's see what else we have here from Sydney Sack Capital. I'm in the car business, so I don't have time to keep up with the news all day. Well, you know, again, I appreciate your support. Um and uh I definitely understand the car business, not you know, me doing it personally. Uh but I have family that has been involved in the car business from sales to uh repairs to mechanic to uh you know just junking cars. So um I know that business can pretty much take up your whole life.
Let's see. Uh skeptic says guys in five years all these valuations will be skyhigh.
Yeah. I mean that's the way I look at a lot of things. I mean five years from now I'm not looking at shortterm. Um even though I'll do a shortterm trade.
All right. I know Victor is gonna yell at me if I if I bring up GCTS. Uh, but you know, I I I try to look at things long term. Um, and I know that's kind of uh not hypocritical, but um I don't know what the word is, but you know, like I bought GCTS, but I had no conviction in it, and then I ended up selling at like a small gain just to get my money out because I I could not take that roller coaster. Um, but I just didn't see the the the long term. But I do see the long term with something we will talk about later, and that is ASPI. Uh, okay, moving on, guys. Let's get into a little bit of geopolitics. Again, I don't care about your politics. I don't care about mine. This is a politics free channel, but we do need to cover uh politics time to time to understand what the heck is going on in the broader scope of things.
Okay, so here we go. All right, this is uh Trump talking about Iran. So, let's listen in on what he had to say. Oh, wait. I forgot you guys can't even hear this. Ah, what a bummer. What a absolute bummer, man. You know what? Let's do this. Oh, I can't do that because that's Google Chrome. All right, you know what?
We'll have to uh skip this. He says the only question is we uh go in the only question left is do we go in and finish it up or are they going to be signing the document referencing the negotiations right referencing a treaty or a ceasefire or a deal whatever it is right um that is what he is talking about so hopefully we have some more clear news there's been a lot of I want to call it misinformation or or misdirection or whatever uh deflection even uh because you had news outlets reporting that, you know, Pakistan's general iss to to get, you know, the final documents. Then it turned out some of that was not true. And then, you know, you have Trump saying, "Hey, there's a deal being made." But then you have the Iranian side saying, "No, like none of this is true." Like, you don't know who to really believe. And then you have Iran that wants to save face uh and and, you know, make it seem like they want a victory. You have the United States that makes it want to seem like they want a victory. I mean, at the end of the day, it's it's just a quagmire of nonsense. Uh but US crude oil did fall below $100 which is a good thing. I mean uh Brent is still up you know 105 108. I mean let's take a look right now. Why not? Uh let's refresh this bad mama jama. All right so we looking at crude.
Okay so everything looks like it's still climbing. All right crude is still under or WTI is still under 100 bucks. Uh Brent is above 105. Okay. So going back to this uh that obviously is not not a good thing. Um I had a whole lineup to talk about this and why this is not a good thing. I will summarize the key points for you guys. All right, but really the US trade uh US crude oil prices fell below $100 a barrel on Wednesday after pres Donald Trump said talks with Iran are in the final stages.
All right, WTI futures fell more than 5% uh below 100 bucks. Trump said earlier this week that he called off renewed military strikes against Iran to give more time for diplomacy at the request of Gulf Arab allies which turned out to be a lie because you had spokespeople from Qatar, UAE, and Saudi come out and say we didn't even know about this. This was all new to us, right? Um so again, misdirection, deflection, misinformation, whatever you want to call it. Uh he told reporters Wednesday that the administration is in the final stages of negotiations with Iran according to the pool report. Uh Trump has repeatedly made optimistic statements which we all know we're close to a deal. We're not close to a deal.
I'm going to strike them. Uh we're going to hold off for now. We're going to let diplomacy work, you know, and then he went off to China and then we're back to square one, right? Um this during this entire time, it was a stalemate, right?
It was a ceasefire. Uh really this gave a lot of time for Iran to kind of beef up their air defense. You know, they're getting backing from China and backing from Russia. Um and the and the United States uh did not want to risk another plane going down. So, you know, some are speculating that that had something to do with it, right? That has something to do with uh just stopping the attacks for now. All right. But of course, you know, as as uh as the government, you can't just come out and say that. Um it appears increasingly likely in our view that the Iranian regime will disrupt uh straight hormos for some time. And this is coming from a city analyst telling their clients oil prices could approach $200 a barrel in a worst case scenario where Hormuz remains closed through the end of the year according to analysts published by Wood McKenzie on Wednesday.
Um however prices would uh sharply fall if the US and Iran reached a quick peace deal that opens up horm by June. All right, according to Wood McKenzie spot brand prices would ease around $80 a barrel by the end of 26 in this scenario. Um this uh let me get my highlights from this video. Uh give me one second. [cough] [snorts] Um okay so this was the key highlights from this video. Uh so even if the war ended immediately and and this person talking uh is RBC's Hale Croft. Um she said that the UAE energy leader Sultan Al Jabur uh or Jabar reportedly said it could take 4 months to get back to 80% of pre-war flows through the straight of Hormuz. Uh that is that is absolutely disgusting.
So even if a peace deal was reached today tomorrow, you still got four months of basically shocks that you got to work through, right? And supplies you got to you got to revamp. And not only that, a lot of facilities uh producing all all this energy in the Middle East have been hit, damaged, or are shut down and it's going to take about a month, maybe two months to get them back online. Uh so, you know, this again, the inflation story is is something real right now, and we're going to talk about what the Fed is thinking about all this in a moment. Um so, oil below $100. Uh but you know she also mentioned that uh conflicting headlines or missile launches could quickly change market sentiment which we have seen in the past uh you know where you had an attack on a US uh you know navy ship and then the markets kind of sold off thinking that we were going to start striking them back which we did and that the strikes were going to continue. But so far it's just been a blockade. That's all it's been up until now. Very limited strikes if any unless you know it was in self-defense. So as long as it can keep and stay that way and that it does not escalate uh escalate you know the market seems to be taking that uh very well as we have seen right uh there's some ships moving but not enough to make a big dent right not enough to make a huge difference there's some ships that are still are moving to and from but nothing like what it was before uh so Iran is not going to give up that toll booth idea where they want to provide insurance uh you have to pay them in Bitcoin you know so shout out to Bitcoin, Bitcoin holders, right? Uh it's starting, you know, there is a use case for Bitcoin even in the real world. Um but yeah, Iran does not, you know, want to give that up. They they they want to implement that toll booth um as part of probably the reparation package and for their control of the straight of Hormuz.
They also have, you know, some internet cables that they were talking about, you know, owning as well where if they were to cut those, that would be detrimental to the entire region. Um [clears throat] so that that toll booth and insurance thing is still on the table. Uh she also uh mentioned you know President Trump and Gulf countries uh if they would even accept that that toll booth idea that was that that's a good question right something people should think about um especially in the future like can you see a world where the US government and the Gulf allies and Europe i.e. NATO except where where they get all their oil from, you know, straight or moves, all that stuff. Uh do you think they can accept that Iran's going to be making a couple million dollars off every ship?
And not only that, you have the southeastern uh Asian countries as well and Asia as well. Uh do you think they're going to be accepting of this toll booth idea where they're going to be paying millions of dollars per ship to come and go, right? Uh that would make, you know, Iran ex, you know, pretty wealthy. I mean, they would be making a lot of money. Um, UAE is moving uh to bypass the hormos altogether. So, we know that the UAE actually left OPEC uh recently in case you guys didn't know. Not a huge news bulletin item, especially if you're not in the natural resource sector or the commodity sector or oil sector. Uh, but the UAE left. You know, they want to kind of determine their own future.
They've been a part of OPEC for decades.
Um, but they're actually building a pipeline to bypass the straight horm altogether. Uh so that uh project at the moment is about 50% complete and should be operational sometime in uh 2027.
All right. So Iran still has all of the leverage for for this right for the straight of [ __ ] moves. So we just have to kind of wait and see what is going to come of this. All right. So let me just check the uh chat real quick.
Um are you talking about the video MJ Bill Hunter? If you are, I will. They're they're part of the show notes, I think.
I think I put these videos in the show notes. Uh let's see.
Uh let's see. So, Sergio says, "Did you say four months before they are at 80% production capacity?" Well, then you have four months to buy as much crypto as you can before it goes back to 100.
[laughter] Uh Deepseek, I assume, is what you mean.
China's GPT told me that. Yep, that's right. No, that that can't be true because uh China does not like Bitcoin or crypto in general. Um, so they'd probably say uh Bitcoin is a scam and it's going to zero. Uh, but interesting things happening again in the straight of horm.
She brought up a lot of good questions, a lot of good points and that leads us to this. Okay. Uh, so Fed officials see rate hike ahead of inflation or excuse me, Fed officials see rate hike ahead if inflation stays elevate uh elevated.
Man, I cannot talk today. What is going on with me? Um, so rate hikes is a thing, is a possibility in the future, just like we've mentioned several times again on this stream. We've talked about it. Uh, the Fed, the Federal Reserve, Kevin Walsh, stuck in a rock in a hard place. Uh, even more so, uh, Kevin Worsh now that he was in there, put in there, you know, by the Trump administration, by Trump himself, uh, with the expectation he's going to cut rates immediately, right? Uh, damned, uh, dam damn the the reports, damn everything else. just lower lower the rate, right?
Because that will allow the United States government to refinance the debt.
Uh they're paying what almost a trillion a trillion and a half almost of of interest just on the loans. Uh so they want to refinance that debt into a lower rate. Amazing. The US government owes money to the Federal Reserve, i.e. America owes money to America. Uh so anyways uh though the rate setting federal open market committee or the FOMC as we know them again voted to keep its benchmark rate targeted between three and a half three and three/4ers.
The meeting featured four nos uh the most since 1992 right and apparently heightened level of disagreement about where policy should go. So this was the last meeting that they had. This is the the Fed meeting minutes. Okay. What they talked about and this is some of the key points that we have. All right. While several meeting participants said it would be appropriate to lower when it's clear that inflation is moving back to the Fed's 2% target or when the labor market weakens, a majority of participants highlighted, however, that some policy firming uh would likely become appropriate if inflation were to continue to run persistently above 2%.
Okay, some policy firming, basically height rate uh rate hikes, excuse me, that is what they're talking about here.
And uh that obviously is not going to play well with the market. Um, we did see from the uh CME watch group or the CME uh Fed watch tool that the market is pricing in rate hikes in 2027 and that we're going to get no rate cuts this year. Even though you had a lot of, you know, banks, institutions forecasting rate cuts, uh that was when inflation was trending down and it was looking good. We could check true inflation.
Trueflation showed that we were trending down which was a good thing. But then the last reading that we had, we spiked like crazy. Reason being energy, right?
Energy, oil, that kind of stuff. Uh those shocks are being felt right now.
Those disruptions are being felt right now in the rest of the world. Uh the United States might be shielded, but we had AutoZone, uh you know, publish a uh email, a letter to their regional uh you know, staff basically saying, "Hey, uh Exon Mobile, they're they're not producing any any motor oils right now."
Right? And that's just one that's just one item. We don't know the the other major impacts. We know that farm farmers are being impacted by this because fertilizer costs are going up crazy like crazily. Uh and we did see a major uptick in bankruptcies. Uh and they attributed some of that to the rise in fertilizer cost. Guess where fertilizer comes from? Comes from the you know Middle East. So absolutely insane what uh closing a little straight can do to the whole world. Officials broadly agreed that the Iran conflict would have significant implications for the Fed as it pursued its dual goals of full employment uh and stable prices. Though they debated how long the impact of inflation would last, the vast majority of participants noted an increased risk that inflation would take longer to return to the committee's 2% objective than they had previously expected, the document said.
So the story is the [clears throat] Fed is thinking about or or not taking off the table the possibility of rate hikes.
Okay. Uh Wars is coming into the seat.
He's already in the seat. Powell is still going to be on the board of governors, which is a good thing until this whole lawsuit and and legal troubles all kind of really blow over.
Uh which was a absolute smart move by him. Um, but anyways, uh, Wars is pretty much stuck in a rock in a hard place, too, because, uh, on the one hand, he was put there by Trump, and I mean, if you don't do what, you know, dad says, you're going to be in trouble, right?
Uh, I'm, you got, you got to think about it from that angle as well, unfortunately. But Worsh is not going to be the deciding factor of this. There's several members on FOMC that have to vote on this. And we saw from the meeting minutes that there was a huge disscent, you know, 5050, yes and no.
So, I think this next uh meeting is going to be is going to be intense. I think it's going to be really really crazy because if you do cut rates, you're going to cause inflation, right?
You're going to cause inflation because now debt is cheaper. People are going to refinance, people are going to take out loans, etc., right? You're going to cause inflation. If you don't, and if the United States uh heads or is in a recession, what do you think the government's going to do? Especially since this is a midterm year, uh especially under the Trump administration, what do you think the government is going to do? they are going to print money like crazy. Um, you also have the backdrop of this conflict.
Uh, you also have the backdrop of defense spending 1.5 trillion and you have the backdrop of the Federal Reserve uh, doing their RMP which is basically shadow quantitative easing. So, we're already there. We're already in the gradual print and it doesn't matter what the Fed does. You know, at this point interest rates don't matter.
It's it's kind of crazy to say that. Lyn Alden uh, basically said that that interest rates are not going to save anything. the the gradual print, the big print has already happened. Money is flooding into the markets and um we're gonna the winners of all of this are going to be asset owners. People who own appreciating assets, stock market, real estate, gold, Bitcoin, uh crypto, whatever, right? Pick your poison. The people are going to get screwed the most are the people who don't have any assets to speak of. You know, even real estate is is could do very well in this environment. So, you know, if you're watching this channel, make sure you're investing investing accordingly and um and definitely taking this serious. If you have friends and family, make sure that, you know, you're enticing them or or educating them on investing uh because, you know, people, the American people are going to get crushed uh who don't own assets uh and are paying, you know, paying insane amounts of money for gas. Okay, I had a nice video lined up, but can't show it here on Firefox because the sound does not work. Uh, and this was Jeff Bezos, excuse me. This was Jeff Bezos, uh, talking uh, you know, about space as well, not just, you know, AI productivity gain. So, I do have some notes here that we can cover real fast.
All right. So, Bezos is highly optimistic on AI. He's pushing uh, back against the fear that AI will eliminate all the jobs. Uh, he ar he argues that bigger outcomes uh, could be just labor shortage but not mass unemployment. And we're already seeing, you know, new job sectors, uh, new sectors, uh, you know, being created from all this AI stuff.
Um, if you're a little entrepreneurial, right, you can start an AI agency. You can start an AI business. You can help businesses integrate AI. You can have uh uh Jensen Wong just came out and said that, you know, if he's paying an engineer $500,000 a year and that engineer reports back they only use $5,000 worth of tokens, uh he's going to be extremely pissed is essentially what he was saying because AI is supposed to make people more productive, right?
That's like he mentioned that's like an architect not using CAD, right? Which is uh design software. So, you know, all these CEOs, all these people, companies in general want their employees to use um AI. And it's not just to replace them. That's not the only like that's not uh how do I frame it? That's not the end goal. It's to just have AI replace them. Uh it's to make people more productive with less, right? Uh we're seeing teams software developing uh you know, get cut. You teams of 50 are being cut down to five people and and the rest of the staff is replaced with AI. I mean that is a a real thing. Um and you also have uh um uh you know that figure robot that we showed you earlier. I mean that you know lowhanging fruit you know I mean imagine if Amazon just replaced all their uh Amazon warehouse workers with these robots. Uh so it is coming. Uh but people can use AI to enhance their skill sets. Um but yes, the sentiment is pretty negative right now when it comes to uh people leaving the college, you know, life and heading into the workforce uh and finding no jobs. So it is, you know, if people know how to use AI and how to understand how to use AI, I think they'll have a better chance. Uh at least that's what kind of the the the studies and what the sentiment is looking like. Um so he also brought up uh AI is going to elevate workers rather than replace them. uh again which we just spoke about. Um he also brought up uh he also brought up space. He also brought up space and data centers in space and he's saying that is closer than than we might think. Uh he's thinking in the next couple of years we're going to start seeing more of it.
Um he also mentioned that you know jobs like software engineers need to reframe their job. Um saying that the real value is not just writing code it is identifying problems and helping solve them. Uh which is a big deal. That's the thing that you know AI may not be able to just replace. You're still going to need at the end of the day a human or human decision- making uh to to make that decision, right? And and that is kind of where companies are heading. You have Meta who rolled out a monitoring tool on basically their entire employee base uh monitoring and you know uh seeing what they're doing and basically feeding their AI, feeding this master AI, whatever it is. and uh you know their their end goal is to replace some of their workforce with AI. Um again doing less or doing more with less, right? They'd have less overhead. They can probably cut a lot of the contract force that they do have or cut a lot of the force where they're, you know, they overhired. I mean, we saw that in during COVID uh Meta went out on this massive hiring spree and then a year later, a year and a half later, they're cutting jobs like it was going out of style. So, you know, that that is something that is coming. Um, so that was pretty much kind of the uh summary of what Jeff Bezos was talking about. And uh you know, again, just some some points. I wish I could play the video because it it I didn't even like I just wish I could play that damn video, but whatever, man. We'll we'll have to get it right the next time. I apologize again. I really really need to get this Firefox thing figured out. Anyways, uh OpenAI to confidentially file for IPO as soon as Friday. This just landed.
Massive news. Uh especially again when we're talking about these private companies going public. Um OpenAI, well really Sam Alman, Elon Musk, they were fighting in court. That has come to a close. Now Musk and Altman can focus on uh their companies going public. So OpenAI uh is going to file for IPO as soon as Friday. Hopefully we get a perspective sometime in the near future.
Um again, had a nice little video lined up. Can't even watch the video. Um, let's see. Uh, OpenAI has been preparing to IPO as soon as the fourth quarter of this year. As CNBC previously reported, OpenAI CFO Sarah Frier told CNBC last month that it is good hygiene for a company's OpenAI size to look and feel and act like a public company. But she wouldn't comment on the specific timeline of when that IPO is going to drop. Goldman Sachs, Morgan Stanley did not comment. Um, and that was pretty much it. They're going to be competing with Anthropic. They're going to be competing with SpaceX for obviously investor demand or investor money. Um, there was a line in here and I'm trying to find it. Yes. So, we're going to be covering Anthropic here in a moment, but Anthropic is currently in talks with investors to raise money at a $900 billion valuation, which would push it ahead of OpenAI. The company said in April that it's topped 30 billion in annualized revenue.
and uh OpenAI, the biggest problem with Open AI right now is that they're burning cash uh and they're not profitable, right? That is the biggest problem with OpenAI right now. And um they've just been raising cash, raising cash, extending their runway, and now they're going to be tapping the public markets, right? They've been investing in in data centers. They've been striking deals with Nvidia. There's a whole circular financing thing that's been going on.
>> [cough] >> Um so you know when this I think is going to be like when we're talking about these these these uh AI companies uh Anthropic is definitely taking the lead at the moment and here is why set to hit 10.9 billion in revenue during the second quarter. Uh it will be their first profitable quarter. Uh OpenAI is not profitable. As a matter of fact, they're burning cash like it's again going out of style. Um, Anthropic is on track to generate 10.9 billion in revenue during the second quarter. If Anthropic hits that target, it [clears throat] will post its first profitable quarter. Anthropic generated 4.8 billion during the first quarter, uh, the person said, meaning that its sales more than doubled in a matter of months. Revenue in 2026 reached $10 billion. Okay. Uh, additionally, even so, the company appears to be working its way back into the government's good graces again. Anthropic had a falling out uh with basically the department of war. They were, you know, blacklisted and labeled supply chain risk and now it's in the courts to be handled. Um but you had, excuse me, anthropic meet with, you know, the Trump administration to kind of work through this and you know, Trump did say that, yeah, you know, they're working on things. It's going good. Okay. Um but Donald Trump told CNBC in April that a deal between the DoD and Anthropic is still possible. uh they just have to get work through all this all these issues and with anthropic releasing mythos or mythos in the future uh you know the department of war is going to want that. Um especially these federal agencies that were all told to move off of anthropic because a lot of companies anthropic was the only AI model allowed on the classified network.
It took it was a big part of you know the Maduro raid. uh Palunteer was a part of that as well. But uh Anthropic also mentioned you know that uh last month that enterprise and developer demand for claude as well as its uh sharp rise in consumer usage led to the inevitable strain on the infrastructure. That's why they're hunting for compute and they made a big deal with Elon Musk's uh SpaceX to basically borrow uh some of their data, some of their computing power, right? Um so the Colossus One data center in Memphis, Tennessee uh for an instance is going to be used by Anthropic and Anthropic is going to be paying $1.25 billion to SpaceX per month for this compute.
So SpaceX is already making money before, you know, before it even IPOs.
So that that's a huge deal there. So that's what we have coming out from Anthropic and what we have to talk about for OpenAI. Again, the whole market is waiting on these big names, SpaceX, OpenAI, Anthropic to hit, you know, the market. Um the indexes, the S&P 500, the NASDAQ are going to absolutely fly it once the inclusion happens. Um and that's why we're seeing a slew of these ETFs come out, right? We already see autocolable ETFs. We see high yield ETFs, uh, cover call ETFs coming out for OpenAI. Uh, we see all of this stuff coming out for, um, for for these three names already, right? There's going to be a slew of ETFs coming out for these three names.
[cough] So, absolutely interesting uh, to keep to keep an eye on. All right, let me move on here. We can't watch this video again. This was about SpaceX.
Apologize for that, guys. Let's just check in on our boy over here. Okay, Frank is still going. 17 177 hours, 220,000 packages. All right, let's go. Okay, so this is the last item or one of the last items for the news segment. Uh Samson strike put on hold. Samson was uh couldn't reach an agreement with the labor uh with their labor party or whatever the labor union. Um and instead of striking, right, they were the the labor union was basically going to strike today, but they're going to hold off, right? How nice of them. Uh especially at this moment. You have Samson SK Heinix getting tons of money, getting tons of inflow, memory demand going through the roof. Samsung cannot afford, you know, cannot afford a strike at this moment or else they will uh they will lose a lot of the market share to SK Heinix and Micron. Um, so the pending strike of Samson workers has been put on hold, Korean news agency Yan Hap report as a tenative deal over wages and the union will be put to a vote. Uh, we will postpone the general strike scheduled for May 21st to June 7th until further notice. The joint headquarters of Samsung Electronics Labor Union said in a notice obtained by the news outlet.
Uh, the vote is set to start on Saturday. So we will have news either Saturday or Sunday and uh, of course we will cover it on this channel. All right. So separately on Wednesday, Micron's vice president of global operations of Mananish Batia told attendees at a JP Morgan investment conference that the company's financial outlook has strengthened since it last gave its outlook in February. Our financial outlook has strengthened since our last earnings call. Batia said, "We're on track for another substantial record of free cash flow and fiscal Q3.
Our balance sheet has never been stronger and that's underscored by multiple credit rating agencies." Uh yada yada yada. Demand continues to outpace our ability and the industry's ability to supply due to persistent structural factors. And so we expect tightness for HBM, DRAM, NAND to continue well beyond calendar year 2026 uh referencing 2027.
So if you want exposure to all of these memory names that invest in these specific things, DRAM is the choice. Uh you also have KM that's coming out of uh Curve. You have Dermy, DRMY, that's coming from Xfunds. So, you have plenty of options, right? Plenty of options out there in the market. Uh, let me check the chat real quick.
Should have bought Spacey. I hear a lot of people are happy with Spy. Uh, yeah, height height rates. [laughter] Yeah, rate hikes. Man, I don't know what's going on with me T. I don't think I had enough coffee. Uh, I started growing my own vegetables. No pesticides required. Yeah, you're gonna need that because, uh, vegetables are going to be expensive very soon. Uh, let's see. Uh, Ario's CAD is so tedious in my opinion.
Designer comments. I've never used CAD.
Uh, I don't think I ever will. I'm not an architect of any sort. Um, okay. So, that was the news segment. We just got one last piece of news. All right. I talked about ASP isotopes on this channel. We're pretty much uh a little over the hour and I appreciate you guys for sticking in there with me. All right, going over all this new stuff.
But ASP isotopes enters into a definitive agreement with Terrap Power uh for a loan agreement for construction of a Halu production field uh facility and supply agreements for Halu Fuel.
Okay. Uh do you guys remember yesterday, the day before and I think I mentioned on Sunday as well uh talking about the importance of Halu. It is a, you know, uranium enriched fuel that's going to be used for SMRs, small modular reactors.
You have X Energy. Uh, that's one of the names of, you have Oaklo, who's another SMR, but ASP is a layer below all of that. But what ASP is ASPI is doing, uh, they're going to spin off a segment of their company into something called QLE is the is the ticker. And, uh, it's called Quantum Leap Energy. And Quantum Leap Energy is going to be focused on Halu [snorts] production. Hallelu Production. There's only two companies right now in the world uh that I know of that that are producing this stuff and that's LEU uh Centress Energy in the United States and another company in Russia. Russia is sanctioned. So the United States can't buy from them. Okay.
So the United States is only working with Centress Energy. Uh this would be a second company in the United States that produces Halu. uh and that is QLE in the future. Uh you can't buy QLE right now.
It is not tradable, nothing like that.
Um but if you're an owner of ASP Isotopes, ASPI is a ticker. What they intend to do uh in the future and it is a small cap, small cap, high risk, high loss. All right? So keep that in mind.
This is not financial advice. Uh I'm just going over a holding that I do own.
Um but ASP isotopes, you know, they they uh are going to spin off QLE. If you're a holder of ASP Isotopes, they will supposedly give you some shares of this new company when they do spin it off, right? Um, another thing of note is ASP isotopes works on uh something called uh isotope 28 or or it's called Silicon 28 and that is going to be used for quantum chips. Okay, so again, if you're betting on the the quantum trade in the future or betting on the future in general, quantum chips, then you know, this might be something of interest. They literally develop the, you know, material used for quantum chips, for high-end quantum chips. So, [clears throat] uh, just wanted to just briefly cover this because I know we have a few people in the community that do own this stock and, uh, this is, you know, some actually kind of important news. So, the whole deal is Terra Power provided a $22 million loan to QLE, uh, to support the construction of a new uranium enrichment facility. Uh the supply agreement, the company signed a long-term supply agreement where QLE will provide Halu for the initial fuel core uh of Terra Powers Natrium plant in Wyoming, followed by a 10-year supply contract.
So look at that. QLE already has a contract. All right. Uh QLE is establishing the Halu production capabilities internationally, including uh Pin Palaba, South Africa. Excuse me if I butcher that. And the companies are exploring the development of additional enrichment facilities within the United States. Uh deliveries are targeted to support terror powers Natrium or Natrium reactors which have been under development in uh Keer Wyoming Ke.
So uh this is good news again for ASPI or the future QLE whenever they do spin-off that company and you know hopefully as a ASPI holder shareholder I will get some of those QLE shares. So, uh, uranium, again, the uranium story is interesting, especially with everything we've just been talking about, the straight of horm being closed. Uh, there's still a lot of uncertainty with how Iran is going to take this and what they're going to do with it. And, you know, uh, they're not just going to let the United States get away with everything that has just happened.
They're going to want a lot of concessions. So, countries are going to have to think after experiencing supply shocks of oil, you know, what's the next best thing? And the next best thing is uranium. All right, at least that's part of the story. Uh so you know in my kind of base case uh countries will move towards you know uh uranium uranium is going to catch a huge bid and there's only so much uranium around and there's not that many uh also betting on on SMR small modular reactors. You have Oaklo like I mentioned SMR I think new scale and you also have um you know X energy these are producing SMRs for data centers all right the small modular reactors they're producing these this equipment for data centers X energy already has an agreement with Amazon uh to to you know basically uh power their data centers in the future with you know their their SMRs so a lot of interesting stuff we have citizen of the here saying, "Just finished a gym workout."
Well, that's awesome, man. Health is wealth, as they say. Health is wealth.
SpaceX opening anthropic all expected IPO later this year.
Absolutely. You're going to buy a high yield ETF for these things.
Uh let me see if I can pull up his channel real fast. Um anyways, ladies and gentlemen, that is the end of the stream. We've been going on for about an hour and 15 minutes. However, uh you know, I will stick around for a little bit and shoot the breeze at anyone if anyone has any questions or wants to talk about anything in the stream. Uh we can absolutely do that. I will put that uh link here in the chat in just a moment. If you guys want to check out Citizen of the Year, he also covers a lot of finance uh topics and videos. Um as you guys can see, I just watched his OVL video. Uh, and you know, I don't know why he does these ranking videos for these ETFs, uh, for these high yield ETFs, because his rankings are always wrong. Uh, even though he uses a proprietary ranking system, his ranking system is is complete wrong. Uh, so, you know, I'm only joking, of course. But yeah, his content's worth it. Definitely check him out. Um, did we cover Nvidia earnings? Huge dividend increase, says Citizen of the Year. And we did cover Nvidia earnings. Uh, I mean, I'm bullish on Nvidia. so much great stuff coming out of Nvidia. It sucks that you know Nvidia is kind of giving up the Chinese market. Um but at the same time, you know, I think China is just putting up a front. They're saying, "Oh, we don't want your chips." But under the hood, they're finding every which way to acquire Nvidia chips. As we saw with our our, you know, belleaguered super micro SMCI company where one of the founders was actually uh, you know, switching out uh was a serial uh serial numbers, you know, on on servers heading for China that weren't supposed to have Nvidia chips, but they did, right? So, obviously, uh, I think China definitely wants the chips and they're going to find ways to get get them one way or the other.
>> [cough] >> The other day someone asked me if I was using my own judgment in my power ranking videos. [laughter] Yeah, that's what I'm saying, man. Like, dude, your your power rankings are wrong, dude. [laughter] Your proprietary system for ranking them, it's not right. It's incorrect.
[laughter] You need to use my power ranking. Oh my god. And I tell you the internet. Um, let me get this uh let me get this uh Streamyard if anyone wants to come on to the channel and we could talk the talk uh talk about anything that we covered in the stream or you know if you guys just want to shoot the breeze and tell us what you're investing in or you know what you think is important, we can absolutely cover that. Um, for my ex viewers, I'm going to get you guys that link as well. I know most ex viewers are kind of shy uh being in the you know weird corners of the internet.
Um, and I say that because man, X be on some wild stuff sometimes.
>> X be on some wild stuff sometimes, man.
I'm telling you, like I I sometimes hate opening up X because it just gets really like weird and it's not even like stuff I'm searching for. It's like like people will tag me and just Yeah, people will tag me in these weird odd things. Uh, anyways, of course they're bots, right?
They're bots or trolls or whatever. Um, but anyways, that is in there in case anyone does want to join. Uh, so let's see if we have any breaking news, any other additional news that just came out.
[cough] Uh, let's see.
Covered that. Yeah, shout out to shout out to Skeptic again. If you guys aren't following him on X, highly recommend you do. Uh, because he's pumping out a lot of good information on ETFs. uh he's usually the first of the punch uh whenever it comes to, you know, covering these things or at least, you know, dropping a nice little infographic that tells us how these work. Uh so definitely give him a follow if you're on X. Uh his tag is skeptic or Marcus Carter 17. All right. And that is Marcus with a K.
Uh it looks like Grayscale. I mean, this is huge. I like this if especially if you're a hypeolder. Uh so Gayscale is is uh buying Hype already filed the S1 registration uh statement for Hype ETF in January. We also saw Morgan Stanley uh filing for Salana.
All right, filing for a Salana ETF.
[snorts] Uh let's see what else we have here.
How is it an AI bubble if we are literally spending money on AI and finding use cases? That's why I don't believe I don't believe in the the freaking AI bubble thesis. I I think it's a a load of garbage to be honest.
The the people who are calling it an AI bubble either don't invest in AI or anything related with the AI trade.
Nvidia, the hyperscalers, uh you know uh the chips, uh the the photonic plays, everything. They they don't invest in it or uh they don't use AI, right? That's really the only two because if you're using AI, you're even more bullish on the AI trade. Um, I use AI art, you know, chat GPT, Gemini almost daily now at this point, whether I'm doing light research or or, you know, surface scratching a stock or or something. Uh, I'm always using artificial intelligence for everything. Uh, I'll ask it questions that, you know, I'm just curious on. Of course, you got to fact check a lot of this stuff because sometimes, you know, it's either uh, uh, what do they call it? Um, hallucination or you can fact check it amongst the LLMs. You know, you could plug that data from Chad GPT into Gemini and see if if the information is accurate. That's one way to do it as well. Uh or put it against three or four different AIs and see, you know, what what information they all spit out because you'll find that there's tiny little variances here or there. Like I was using Grock, Gemini, and Chad GBT uh to basically true up the information and make sure it's it's as accurate as possible. Uh, it also sometimes references, you know, links or or articles that are are months and even years old. So, you have to you have to double check the work.
Uh, let's see.
The X for you section is filled with race baiting. Yeah. And M. Yep. I've never looked up and I follow sports and finance. Exactly. Yep. That's why I I get scared on X sometimes, man. It just be nonsense. It just be real nonsense on freaking X sometimes.
>> [laughter] >> Shameless plug. Only ETFs. That is right. Let me uh let me give uh uh a collaboration between myself and Skeptic uh a little bit of a plug here.
Um man, we got we got so many videos to make. I mean, there's freaking new ETFs dropping every other day.
[cough] So, if you go to YouTube and you want to check out this new channel that we started, you just plug in only ETFs and you'll find our collaboration channel.
Okay. Um, ex viewers don't really have to do this uh unless you want to view this stuff on YouTube, the actual videos. Um, but we just did a video on EUV. Uh, we also talked about Nvidia and, you know, kind of all the, uh, ETFs surrounding Nvidia for high income. Um, so again, uh, this is a shameless plug.
So we go over a lot of things. High yield ETFs, weekly income, cover calls, uh, dividend income investing, all that stuff.
Uh, so yes, Salana and I had the I had the article. Uh, here it is. No, that's not it. Where is it? Is this it? There it goes. I didn't I didn't I totally forgot I had it. But yes, Morgan Stanley uh filed for a Salana Trust ETF similar to like IBIT, right? So, this is huge uh for for Salana. Again, you're going to get a lot of passive inflows. I still don't I I haven't done any DD in and Salana and why it's so important, but um you had that Salana staking ETF and uh coming from I think it was Rex that had the Salana staking ETF. Uh but you have several uh several uh you know big firms moving towards you know Salana as well, right? They have an interest in Salana, XRP, Bitcoin, Ethereum. So, you know, [snorts] um if the if the institutions are willing to bet and and make an ETF, you know, so they can uh can collect fees, there's obviously some, you know, interest there.
[clears throat] You're wrong. You're absolutely wrong.
You're this I don't know what ranking proprietary ranking system is, but you know, it's it's wrong. Chat GBT should be first. It's because I'm a Chat GBT whole uh user. No, but I I know I Gemini honestly for me has been has been better at kind of presenting the information over Chat GBT. Um I don't know. I like Gemini for a lot of things over Chat GBT, but uh maybe I don't know. Maybe I should just switch. I I I know Claude like everyone's been raving about Claude and how it's 100 times better than Chat GPT. Uh, I have not used Claudet yet, but I I think I will, especially when it comes to this whole vibe coding and and creating apps and all this other hoopla surrounding Anthropic.
[cough] Skeptic says, "Wow, now I've heard it all." Side note, uh, know who already has a Salana slot in their ETF? Blocks.
Yep, long Blocks. As soon as Nicholas thinks it's okay to add it. Yeah, if Nicholas uh is gonna add it to to Blocks, I mean, that's that's even that's even more bullish. Yeah, Bloxs is an outstanding ETF.
Even though I don't I don't I don't own it. I I I like if I didn't have MSTW and and if I didn't have as heavy of a position MSTW, I would definitely be in blocks. Um because I I again it has Bitcoin, it has Ethereum exposure, uh some of the miners, uh some of the companies associated with the the whole you know cryptocurrency trade and I mean blocks does exceptional job. Nicholas uh who who runs who runs it. Um he did an interview with Max Convexity the cover caller. You guys can check him out. But he did an interview with him outstanding interview. And what I liked, he said the words that I liked and he said that he wanted to create a product where you can spend the distribution guilt-free. You don't need to reinvest it or any of that, you know, uh that we know from some of the other high yield ETFs in the space. Um but you can spend that guilt-free and he eats his own cooking.
I think that is a big big big big freaking deal. He actually owns blocks in his own personal portfolio and he's even said he's bullish on blocks and and you know kind of the crypto trade. Uh they came out a lot of interesting stuff too. they have weapon and nukes or nukex uh you know from Nicholas funds as well x funds uh ETFs. So you know something to definitely check into. Uh Shannon says subscribe to only ETFs. Appreciate that. I think we're going to be changing this logo because um yeah that logo is uh where is it? Where did I put that video?
Anyways, yeah, I think we're going to be changing that logo soon. Um probably to something a little more professional. [laughter] probably something a little more professional, something that looks a little more nicer. Uh, let's see what we have here.
So, Sergio says, "Hood."
Uh, Sergio says, "Hood." Uh, I saw saw that message, skeptic, give me a second.
Hood will pump with that Salana ETF.
Rocket. Uh, let's see. We have from assets, income, and TV. There's really a strong use case for Salana being used by AI agents for online purchases and transactions. Uh, I've heard that as well. And um I my bet is on is on Ethereum. Like everything everything leads to Ethereum.
I I I hate to say it that way and frame it that way. I know Salana has a good case, a good you know project. Um but I think all roads eventually lead to Ethereum. Um because you know there's also talks of using Ethereum by AI agents, right? Uh and maybe that's what they mean. you know, Salana, which you I I I think sits above uh Ethereum. Um everything's going to be just used by Ethereum. And that's my that's my bold case for investing into BMR. I mean, it it goes deeper than that, but you know, you guys get the gist of it. There's there was some data published recently that uh Ethereum or excuse me, uh tokenization of real world assets is gaining an immense amount of traction.
Uh let's see.
Uh, let's see. Let's see. So, I see.
Yes, I see your message, Cookie. Uh, for ION Q. I hate myself because I was about to buy ION Q. Uh, I bought, you know, I was I was looking at it. I saw it was like six or seven% down. I was thinking about buying a position in ION Q and then I was like, you know what? Let me just hold off for now. And, uh, now it ripped up what, seven, eight%. So, missed those gains. But, hey, it is what it is. Um, [laughter] citizen of the year uses Huawei version of Gemini Claude and Chad Gybt. He's one of them. I always knew it. It's always the ones closest to you. It's always the ones closest to you. That's funny. Uh, let's see. Shannon says, "Chad GBT got limits too quick." So, Claude and Gemini, it is. Uh, I don't know. I've never hit my token like usage limits on Chat GBT. And I mean, at one point I was abusing the hell out of it. I was uploading like a hundred freaking screenshots, documents, charts, all that stuff. And it it just kept pumping out information. Um, but their their new chat GBT, the new one supposedly is all the rave right now. Uh, I don't know. I don't know. I'm gonna keep using all well two of them, Gemini and Chad GBT, to kind of true up the information.
Uh Salana has ETH potential. So let me look for that that article about the real world tokenization uh statistics.
This is coming from the Cobessie letter.
Uh let me close that.
All right. So this is coming from the Cobesi letter. Tokenized assets have never been more popular. Uh the distributed assets, let me get that. The distributed asset value of real world tokenized assets is now up to a record $33 billion. Uh I mean not a lot you know when you when you compare to the total addressable market. Uh but this represents a 1,600% increase over the last two years and adoption is only accelerating. Uh growth in these assets gained momentum after onchain platforms like Jupiter began listing tokenized assets through uh partnerships with securitiz ando finance prompting a 34% week-over-week volume growth. Um meanwhile, Bloomberg reported this week that the SEC is leaning towards allowing the trading of tokenized assets in a surprise move. That was uh the SEC's innovative rule that we talked about earlier in the week. Uh this would mark one of the biggest uh shifts in the crypto infrastructure yet. Uh tokenization is taking over. And if you guys have heard me blab on about, you know, uh Ethereum's bullcase, it's that everything is going to be, you know, hosted on Ethereum. Everything. And the way the the reason why that is bullish is because of the uh volume, transaction volumes and the burn, right? The burn uh creates a deflationary effect on Ethereum making it more valuable. And that's that's the more transactions that take place on Ethereum, you know, that could be bullish for Ethereum. Uh and then eventually, you know, uh Ethereum treasuries like BMR.
So that is really the base case I suppose for for this. And we already we've covered before how large banks and there's that word again, institutions, they are all moving onto the Ethereum blockchain. Um we covered Black Rockck and we covered Fidelity uh having money market funds. I think it was Fidelity. Yeah, I think it is Fidelity FJXX or something.
[clears throat] But we covered them moving their money market funds onto the Ethereum blockchain. So huge huge news there. Uh ETH is a base blockchain use. You can't really beat that. Exactly.
So Shannon says, "I'm not on or I'm on free tiers of the LLM, so that's why they limit quick. Claude and Gemini rarely limit me unless it's busy times or I'm uploading a lot of stuff. Yes, I I like I pay for chat GPT and I pay for Gemini and I I barely even use them.
Like my token usage is is probably uh disgustingly low. Um well, I think that will be it for this stream, ladies and gentlemen. I want to give a special shout out to the 38 viewers on YouTube. All right. Uh and again, you know, for those who are just joining, uh if you're on YouTube, make sure you guys check out my new channel.
You can put into the bar at Eugen Invest. I will be moving away from the old channel. That will be more about high yield, all that kind of uh good stuff. And shout out to the 58 viewers on X. Appreciate you guys joining me for this stream. All right. Hope you guys got some value. Uh hope you got some entertainment. And I will definitely be fixing Firefox and StreamYard so we can get back to watching uh some videos. All right. So, as always, appreciate you guys. You guys have a great rest of your evening, great rest of your day, wherever you are in the world. And I will see you guys in the next stream.
You guys take care.
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