RUSH TRANSCRIPT Let s ░░░░░░░░ about futures James great ░░░░░░░░ have you here You ░░░░░░░░ the dow S P ░░░░░░░░ NASDAQ are going to ░░░░░░░░ a super cycle Sounds ░░░░░░░░ exciting What do you ░░░░░░░░ by that Investors need ░░░░░░░░ realize it is a ░░░░░░░░ business cycle and a ░░░░░░░░ friendly one and when ░░░░░░░░ get the supercycle a ░░░░░░░░ cycle ball market with ░░░░░░░░ AI twist that makes ░░░░░░░░ a supercycle Ibly5 I ░░░░░░░░ to get into some ░░░░░░░░ your pics here Let ░░░░░░░░ begin with nvidia You ░░░░░░░░ it has a lot ░░░░░░░░ room to run Want ░░░░░░░░ focus on the companies ░░░░░░░░ are making it happen ░░░░░░░░ is where nvidia has ░░░░░░░░ the godfather if you ░░░░░░░░ of making the chip ░░░░░░░░ makes a I work ░░░░░░░░ that is why we ░░░░░░░░ fans of the company ░░░░░░░░ had an astronomical increase ░░░░░░░░ price but also an ░░░░░░░░ increase in sales and ░░░░░░░░ which justify the move ░░░░░░░░ this is what you ░░░░░░░░ will see in the ░░░░░░░░ of these new business ░░░░░░░░ ball markets Ibly5 supermicro ░░░░░░░░ that one Thought we ░░░░░░░░ a snl which is ░░░░░░░░ dutch company but supermicro ░░░░░░░░ category as nvidia It ░░░░░░░░ not a company we ░░░░░░░░ as a firm Both ░░░░░░░░ in a some other ░░░░░░░░ where it s based ░░░░░░░░ the netherlands their products ░░░░░░░░ sold to nvidia they ░░░░░░░░ t purchase enough to ░░░░░░░░ more products to sell ░░░░░░░░ Microsoft through what I ░░░░░░░░ the arms race of ░░░░░░░░ technology Ibly5 in the ░░░░░░░░ sector very well known ░░░░░░░░ Charles schwab Why do ░░░░░░░░ like that Tech companies ░░░░░░░░ relatively high pes and ░░░░░░░░ across other sectors financials ░░░░░░░░ lot of sectors are ░░░░░░░░ with very low multiples ░░░░░░░░ low priced stocks coming ░░░░░░░░ of the bear market ░░░░░░░░ 2022 Schwab is a ░░░░░░░░ example stock trading at ░░░░░░░░ times earnings massive cost ░░░░░░░░ program over the last ░░░░░░░░ years so their margins ░░░░░░░░ widening but the real ░░░░░░░░ here is ameritrade they ░░░░░░░░ pretty much twice the ░░░░░░░░ better margins and with ░░░░░░░░ Fed taking their foot ░░░░░░░░ the battle probably spending ░░░░░░░░ a bit Ibly5 thanks ░░░░░░░░ joining us on this ░░░░░░░░ Friday thank you By ░░░░░░░░ way the port closures ░░░░░░░░ the Baltimore bridge collapse ░░░░░░░░ to increase the toll ░░░░░░░░ How bad could it ░░░░░░░░ Ibly2 there s no ░░░░░░░░ on how to reroute ░░░░░░░░ shipment the port of ░░░░░░░░ is the number one ░░░░░░░░ for cars but number ░░░░░░░░ for call exports.