Nasdaq’s Record Highs: Is the AI Boom Here to Stay?

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1:46Under President Trump, attempted illegal border crossings are at the lowest levels ever recorded. And over 100 ,000 illegal aliens have been arrested. If you are here illegally, you're next. You will be fined nearly$1 ,000 a day, imprisoned and deported. You will never return. But if you register using our CBP Home app and leave now, you could be allowed to return legally. Do what's right. Leave now. Under President Trump, America's laws, border, and families will be protected. Sponsored by the United States Department of Homeland Security. NASDAQ's record run. The NASDAQ just hit another record high.

2:26Is this a fresh AI-led bull leg, or will it soon be undone? I want everyone to be very clear. I want you to stop wishing for a NASDAQ pullback because you may have gotten in too late or not at all. I think NVIDIA had ushered in probably the, if we're looking at like the class, like the 96 draft class, this 2025 2024 class of tech companies are probably some of the best we have ever seen in the history of american enterprise um so will there be a pullback absolutely but i'm seeing a lot of correction talk a lot of recession talk is there a recession in the economy yes and nasdaq and nvidia not so much two things can be true at the same time um i think there may be a probability of Nasdaq pulling back to 23 or 71, somewhere in the area.

3:27But as far as a long-term 20%, 30 % drop, the companies are too strong. NVIDIA, AMD, and I know that chart keeps circling around of NVIDIA's growth versus Cisco's growth. The difference is Cisco didn't have the margins or Netscape during the dot-com bubble, didn't have the same kind of architecture in the business model. For a multi-trillion dollar company, for them to still be operating at 51 % net margin is absolutely great. That's like a small business operating at 98 % net margin. So this is one of the best companies ever. Tesla solid. Apple starting to fight back. Google is solid. Now is not the time to short the market.

4:18the real move is to buy in and hold for a long period of time and don't change that as i prep for invest fast and everything that i want to keep talking about like go someone put in chat what is microsoft and nvidia's all-time return that's the power what rashad is talking about hey i had an opportunity to buy a property now i take the gains from that property and put it into something long-term. In 20 years, he'll be able to look up and from that initial investment, maybe make five or$6 million just holding 20 years. I know now it's going to be an NBA making$300 million a year, so it's going to matter.

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7:56And if I told you a multi-trillion dollar company was going to usher in this wave, and OpenAI hasn't even went public yet, now is not the time to short the NASDAQ. The Russell, the hedge funds have the largest number of shorts on the Russell 2000 in history. That's dramatically different from what's happening in NASDAQ. Please continue to hold for the next five years. Yeah, I think it's an interesting time. And if you look at the bull case, obviously, I mean, just following the trend, if you just from a technical analysis standpoint, you don't see a bear market approaching. In fact, when we talk about, you know, economic indicators, I know CPI, something is brought up a lot and we'll see where inflation is at, but all signs are pointing to rate cuts.

8:39And if you know anything about rate cuts for large scale enterprise companies, that's going to help. Yeah. And so if there's two that are being baked in for this year, we've been saying it's going to be two, it's going to be two. September looks like it's going to be the month. We're just a month away from that. You're talking about rate cuts. That's going to help. You're talking about another delay on this China tariff. That helps. You're talking about now we're going to be able to sell not our top-tier product in Backwell, but maybe some of our hoppers to China with a 15 % quote-unquote tariff.

9:12and trump said he may even let them sell a higher chip version to china i was getting there now you're talking about you're expanding that market where you have lost maybe a 15 part of your rep so like that's there on top of it now there's talks that you may be able to sell a higher chip to them so now you're growing that base that's and we're just talking about nvidia right we're talking about that hyperscaler that economy that thrives and grows off the production and the progress of NVIDIA is just as strong. When you're talking about a Broadcom and you're talking about a Dell, all these companies that are going to benefit from it, all these things help.

9:56So will there be a pullback? For sure. Every day and every week. I thought we saw two already. Like, we saw one in January for sure. We saw one in April for sure. Could we see one here in the next four to six weeks? I think we'll see a slight pullback. I don't think it'll be something that will over 20%, like a correction. I'm starting to see some analysts starting to predict that there might be one at the top of next year. But right now, that flag is green, man. The top companies in the NASDAQ, NVIDIA, Microsoft, Apple, Google, Amazon, Meta, Broadcom, Tesla. That's not a top seven or top five I want to short.

10:39An illegal alien from Guatemala charged with raping a child in Massachusetts. An MS-13 gang member from El Salvador accused of murdering a Texas man. A Venezuelan charged with filming and selling child pornography in Michigan. These are just some of the heinous migrant criminals caught because of President Donald J. Trump's leadership. I'm Kristi Noem, the United States Secretary of Homeland Security. Under President Trump, attempted illegal border crossings are at the lowest levels ever recorded, and over 100 ,000 illegal aliens have been arrested. If you are here illegally, you're next. You will be fined nearly$1 ,000 a day, imprisoned and deported.

11:22You will never return. But if you register using our CBP Home app and leave now, you could be allowed to return legally. Do what's right. Leave now. Now, under President Trump, America's laws, border, and families will be protected. Sponsored by the United States Department of Homeland Security. This show contains information subject to, but not limited to personal takes, rumors, not so accurate stats, and plenty more. What's up, man? This your boy, Nell Green, from the Broken Play Podcast. Look, it's the end of the season. The playoffs are here. But guess what? It ain't the end of your season.

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