Jensen vs. Zuckerberg: CEO of the Year Debate

so uh Jerome pal Federal chair Jerome pal Express concerns about the timing of potential rate Cuts so what are the what are the implications If the Fed has waited too long to cut rates and how could this affect the economy I think it's a great question but I don't think it can ever be too late that's like saying it's too late to give a person a cash infusion ask the winner of 100 Grand if she got the money too L like it came right on time so if we get a rate cut um it would definitely help the Market overall cuz we need some breathing room somewhere like now everything is higher and cash is compressed a little bit more um even in this market even though the stock market has went up as a bunch outside of Berkshire haway I haven't seen Warren sit down with Becky quick in a long time they'll usually do that when it's time for that sign of safety they have not done it everything's right I said it on stage Jensen is not as great ass but he is his generation Steve Jobs everything is hanging on to a thread according to what Nvidia is doing so I don't think it would be too late for a r cut now if I was running for office and I had a lead I would love a ray cut right now because it'll really be over with so stay out of politics who who you going with CEO of the year no no C CEO of the year is it Jensen or is it Zuckerberg you have the ash goes to Jensen Mark has done a great job though okay Mark has done a great job but I think Jensen like when when you your decision making impacts the country yeah that's bigger than just business as a whole like he is the darling CEO and Nvidia is the darling like publicly traded company of America right now so I think he gets the Ed he has a corporate Edge I think the I mean he's in your pocket right tuck is in the world's pocket literally I mean everybody is using his platform yeah so it's um Powell has a I mean obviously he has a huge role to play and it's a tough decision right he still is talking about having this 2% interest like 2% I don't I don't know how I would not want that job bro the problem is if you if you make the cut and all signs are pointing to a quarter cut in September and the Market's kind of you know priced that in already if you if you make the cut you know what happens to the market oh yeah it shoots up to the moon mcoins going back up all stocks are going up yeah if if he cuts it to a half a point now we're talking about I mean a real rise in the market if there's a rise then there could be the chance that inflation Peaks up again absolutely now if it Peaks up again now what and housing prices me then what right now how do we this is a balancing act that becomes super difficult so I understand why they haven't made one to this point because he's watching economic data geopolitical factors will play a role in that obviously see the Catalyst of or maybe not Catalyst of Nvidia yeah will have a role to play in that but it's it's delicate it's like a super delic and that's why he has the toughest job and I mean I think he's done a pretty he's com he's gonna get to the soft landet I know you said no about soft Landing they're pretty adamant in making it there and if he can do this bouncing act there will be one but if I don't know if because after after September I'll say this after September every indicator has shown that there's going to be a cut every month going into 25 all right so we're talking maybe we we we shave inflation we save the rate the rates down by uh wait so they're going to do one September October November I they had a quarter for September they had I think they skipped October they had half a point in uh November and then another quarter in December so you're talking about oh see Trump you can wrap it up so then you can see a full a full point by the end of the year what what that's like if I go to everybody house before invest and give $3,000 like yo I'm going be the people's favorite but you know who's going to really win in the end the retail investor if that happens that's true which is why you got to have this guy give you the price because if you're in that in that flow of it you're gonna take advantage of it yeah for sure do you think they should cut rates September and October um yeah I mean I feel like uh it'll help stimulate the economy for sure and it'll help curve fears of pending recession yeah they doing a good job of putting that off yeah that's like when your girl want to had to talk with you but then you like got to stay late for work fellas I se yeah gotta do a little over I know we got to talk but overtime so speaking of Nvidia earnings come out Wednesday a lot of people are anticipating their earnings so Bank of America um is offering a market hedge mistake on that so fre hey let's talk about that with Bank of America and then Also let's talk about nvidia's upcoming earnings report right like how what's the what is the the expectations for it I think there will be earnings but I don't I don't think it'll be a home run I think people want Blockbuster now if you get Blockbuster earnings great but I wouldn't set my hat to that it goes back to your rule of investment of being conservative I think if they set a conservative tone to overd deliver going back to that under promise overd deliver will be fine as far as a hedge I love everyone in Bank of America Brian morning one of the best Finance CEOs but I think to offer a hedge for a retail investor at this time would be a mistake now if you're institutional or fund manager that may be different but I don't think there is a hedge that would give you a great return if you miss out on the upside of Nvidia for the next two or three years and the H you're shorting yeah or you an oppos yeah so like even if let's say you're positive that AMD or super micro would do better maybe for a short period of time but I think it's been very clear that this established like Nvidia is going to be the leader for at least the next two or three years especially if Tesla has to be removed or will be removed out of Max 7 like you have to find another component to then put that in because everything you can't have a fund weighted 22% on Nvidia like so have mild expectations if they come in and hit a home run even better but I don't like going That's like when they was saying Bitcoin was going to 100,000 once they place that expectation on it all you can do is fall on it's only down from there it's only down yeah I think um I think they'll hit a home run I just don't don't think it'll be a grand slam okay I can see that they just I mean they've gone beyond that like they're they're looking like Aaron judge out here right now right so I think they they're looking like they're looking like I they're looking like okay got you okay got reach it was SL SL SL right I I don't I don't know if it'll be a maybe right but I I I would anticipate a home run here um based on all of the sales and the revenue that they're getting from like you said super corporate the announcement of Blackwell they said there was delays they came back that's the only part that that so that's what I'm saying that is the slight thing right I said before it was what is the cost Worth to spend and the other part is how delayed is the blackw product like I said they're doing new innovation each year once they announced it it was like oh wait the product's going to be delayed already they said there's not the truth of that it was overe exploited right and so we'll see we'll see how many people have ordered that because that will probably be in this quarter to see since the announcement of it how many ORS it come and if it's going to meet the expectation of delivery by the end of this year or the top of next year so that'll be interesting to see I don't think we're going to get disappointed Wednesday no no I don't I think I think it's a home run yeah yeah and if it's not great I'm buying more yeah we'll see um because sometimes you know Meta Meta hit a home run and they they stocks drop that's an interesting part about you can hit a home run rocking on all cylinders and if we just talk M share and use of app I don't know an app that gets more used than ter yeah what what's in the matter between WhatsApp Instagram Facebook right watch time is incredible Maybe YouTube is the next closest maybe but I didn't see people on YouTube all weekend I saw everybody on IG everybody's there yeah and that's part of being a publicly traded companies that you have to do quarterly yeah you have to release your financial statements to let the people know ladies you should make some of the men do the same thing put that paperwork out fam put your paper we talk about on Blackout the p&l so we'll see we'll see how Nvidia does that's actually a great idea no it's not we don't we don't watch anybody's money people be watching ours leave that to the other people profit and loss so