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00:00So, you mentioned that you're, I'm trying to find the right word, a little bit cautious
00:06or turning, turning a little bit cautious on NVIDIA.
00:11Are there any stocks you see as having the potential to become the next NVIDIA in terms
00:18of growth and market impact?
00:21In terms of that kind of growth that we saw from the NVIDIA, no.
00:24I mean, you know that I've been a fan of Palantir for a long time, and I'm still in that name.
00:28It's one of my largest holdings.
00:31But as far as, it's not going to be new NVIDIA because it's already a mature company, but
00:34the stock I see is starting to break out because it's been behind right now is Microsoft.
00:39Microsoft has been in a flat base for about three months.
00:42It had been, I don't know, maybe 17% for the year or something, but where the indices had
00:47been up like 26, 27%.
00:49Well, it's starting to break out of that flat base.
00:51And if you can get that, if it can hold that upper level and use that as kind of a springboard,
00:59I have just increased my price target.
01:01I put a $512 price target on Microsoft.
01:04I am long the stock.
01:05So I'm not talking out of my ear.
01:08And it is a name that I believe is starting to become, it's going to start to catch up
01:13because Satya Nadella is one smart cat, man.
01:16This guy is, this guy, when you listen to this guy, you say, holy moly, I could never
01:20be that bright.
01:21But you love listening to him anyway.
01:23And they had one off quarter and it cost them.
01:26And I think, I think he, of all people will find a way to not only catch up to the rest
01:31of the Mag 7, but to be a leader in the Mag 7.
01:34If you could tell everyone to consider investing in three stocks in 2025, what would they be?
01:39Oh, let's see here.
01:40Okay.
01:41Right now, off the top of my head, obviously I'm going to say Palantir.
01:44I might say Rocket Lab.
01:45Rocket Lab has been a great performer for me.
01:48I see them becoming more important as they move forward, as the space business both grows
01:53and spreads out a little bit.
01:55I just gave you Microsoft, which I like.
01:57I'm going to go past three.
01:58CrowdStrike, I believe, is going to have a good year.
02:00I believe it's best in class in cybersecurity, even though that little hiccup they had last
02:04July.
02:05And I think they will probably be a top performer moving, going forward.
02:09I like SoFi Tech still, which is an online bank, for those of you who don't know, it's
02:13up maybe, I don't know, maybe threefold, I think, since we got in it with the stocks
02:19under 10.
02:20It's still not, it hasn't run, got off the races yet.
02:22It's still about a $16 stock, but it's doing all the right things and it doesn't have the
02:26overhead of physical banks.
02:28So there's a lot of names you could go with.
02:30I mean, I'm still on Berkshire B. Warren Buffett, I've been with him forever and, you know,
02:36God bless him.
02:37I hope I'm with him for a long time.
02:39But the guy, he does make mistakes, but he doesn't make big mistakes that hurt the performance
02:43of his stock.
02:44So if you want to be diversified, you can buy an ETF or you can buy Berkshire B or A
02:49if you're super rich, but it's kind of an ETF of its own and it's diversified.