Good day my dear investors. Yesterday I went to buy some groceries, so I had to step into my car, drive to the store, go through the whole store, buy the groceries, pay, put it in the car, bring it home and I lost about 25 minutes of my life. And while I was doing that I was thinking, hmm, will this be disrupted? Isn't this an old-fashioned life model and current customers want to get value by mostly saving time? Because time is the key of life today. So I started thinking, okay, how would that disruption, is there potential disruption and how will that affect our lives? I just typed in into YouTube how the future supermarket would look and I got to this. Virtual reality supermarket experience explains it, how we're going to buy things from our home and then we'll get it delivered home. Without spending 25 minutes, we'll do it in two, three minutes. Exactly now you will tell what you want, you will get it. You will see the prices, compare with others, bam. Complete grocery industry, retail industry, completely disrupted. Further, there is then the problem of shipping it from. Not the all the 20 retail stores that are in a city, it will be one big central retail warehouse from where everything will be shipped. So all those real estates will be worth much, much less. How fast will that happen? I think very, very fast. I have looked then at Amazon Robotics, they already use robots in the shipment of their inventories across. Autonomous driving is really developing fast, so we will see a lot of disruption there. And that's why Amazon bought Whole Foods, not because it was a good investment, but because they are thinking about disrupting the whole industry from that perspective. Further, Amazon just acquired Ring.   And who knows how many other things while doing that. So complete disruption of a lot of services and a lot of time wasters from the current perspective of an old-fashioned retail model. That will have huge consequences on retail values, grocery chains, some will win, some will lose, so it will be very, very disruptive. In addition to that, there will be a lot of potential for new businesses that will work on autonomous drive, but that's a very, very delicate investment strategy and a lot of research has to be put into that to see which ones will win. However, it's very interesting how the world will develop and we as investors should take advantage of the winners and try to avoid sticking to the losers because if the whole retail sector goes down the drain, you don't want to be exposed even to the best retail environment investor, read or whatever. Now, as we are talking about groceries, I recently read a National Geographic article about the Dutch miracle in relation to food. The Netherlands is the second food exporter in the world and it is 280 times smaller than the first exporter in the world, the US. And I made a video about fertilizers companies and those companies say that the global population will grow, there will be more consumption of food and arable land will stay fixed. This means that there will be more need for fertilizers. Now, this is questionable because if you look at what's going on in Europe, a lot of things might change very fast, also in that old-fashioned industry. Nevertheless, the market hasn't yet seen that because American farmland has exploded in the last 15 years from $1,270 per acre to more than $3,000. However, if you compare American farmland with Dutch farmland, it's completely different. This is what's going on in the Netherlands. They are able to produce crops in whatever weather, whatever temperature, whatever happens outside and they have managed to reduce dependence on water by 90%, almost completely eliminate the use of pesticides and cut the antibiotics with livestock and poultry by 60%. So really, there could be huge disruption in that environment. Further, this also brings to production close to the city, close to the consumption of that. You don't have to ship food across the world. You can grow your own avocado wherever you want. And it is really, really something that makes me think, okay, do I want to be exposed to farmland? In an inflationary environment, farmland should be a good investment. But if everything switches to glass houses where they can produce with their technologies a lot of food to oversupply food, they will compete with that farmland. So it's very, very interesting how that will evolve. Of course, I have to do more research, but I'm just sharing my food for thought and trying to think out of the box. As out of the box thinking leads to less risk and higher returns in the long term. I hope that the Dutch technology really spreads across the world and the food problem is solved and hunger is eradicated. We'll see how that works. Will it be American farmland or it will be Dutch technology? Dutch technology is there and is growing and producing more and more food. Just to go on yields and the average potato yield in the world is nine tons per acre, I think, or per hectare in the Netherlands is 20. So there is a lot more potential to what is the current production in the world. When the technology hits and it will spread across the world, it will be again very, very disruptive. So we have to be careful where are we investing and how are we investing? What do you think are other sectors that will be disrupted? Please share your views. The commentaries are giving more and more value thanks to your involvement and you are giving more and more value to this channel. Thank you for that. We should thank ourselves for helping each other, being better investors, learning and lowering our risks to increase our long term investing returns. Thank you. Really comment, share your ideas. I think all the ideas on the forum are really welcome from the community. I don't see a lot of negative comments, so really feel free to share your opinion. Thank you for watching. I'll see you in the next video.


Hi there, it's Sandy Olmock and I'm going to talk about scratch board stamping today. This is the first of several techniques that I have in my head. So we're going to see how far I can push it. This first footage is from a video that I created a few years ago for VBS. I was teaching the kids how to take their water-based oil pastels and color the entire piece of paper every square inch of it because once you put the black paint on, if there's white paper showing, then the black won't be removable over that white spot. So the oil pastels are a lot easier to do that coverage with. And then paint it with the black paint and we had successive days of VBS so they left it overnight and then the next day we gave them a colored pencil so they could do their drawing on it. But we're not going to use colored pencil here, we're going to use other stuff because this is for stampers. And we're going to use, at least I'm going to use, I shouldn't say we, I'm going to use watercolor paper, Kent's in Excel. It's not really rough and it's heavy enough that it can take all the torture that I'm going to put it through. We've got apple barrel paint. This is the best stuff that I found for scratch board. You'll need a brush like old nasty brush or a foam brush to apply it with something to color with. I'm using neo colors but you should probably use maybe oil pastels or something. Not crayons, crayons aren't very bright and they're also hard to work with in terms of getting a lot of color on the page. A dust brush of some kind could be just a regular old soft, soft paint brush to get rid of all that excess black stuff that you scratch off and then scratching tools. And I bought a couple of scratching tool sets. I was disappointed in them, they're really cheap and they're really uncomfortable on your hand. They just feel icky. So I'm going to be looking around for some good tools at some point but I'm going to use a stamp set from Mama Elephant with these big dinosaurs. I've been looking for a while for something to do with this particular technique. It's been in my head for a long time but these dinosaurs are large enough and open enough that they're going to work for the technique that I'm using. So I masked them out using some eclipse tape and I saved the outside part so that I could very easily color inside these because when you're talking about oil pastels or these neo colors or anything they're not really sharp so you're not going to get a really crisp line but this will allow you since you're using the mask to cover the outside of it you can get whatever colors you want in there. I'm going to do a girl and a boy dinosaur because I don't know that's how I roll I guess when I do two critters they must be critters in love or a boy and girl that are just buddies who knows and I'm going to do a rainbow of warm colors on one dinosaur and cool colors on the other and I'm going over it a number of times to try to get really good coverage. I did try my Daniel Smith watercolor sticks because that was what I originally wanted to use but they're drier than these they go on drier so you want something that's going to go on a little creamy ish and these neo colors did that so I don't know what I did with my oil pastels they're around here somewhere maybe I took them all with me to vacation Bible school and I just didn't realize that I took my last pack of them I don't know but nonetheless neo colors are working for this and then the black paint this apple barrel stuff like I said it's like four bucks five bucks or something online super cheap but it works really great and I'm using an old Yickey brush in order to paint the dinosaur in here but I'm not going to be able to use the mask for the other half unless I wait for this one to dry didn't feel like waiting so I just removed the mask and painted the other dinosaur by hand so you know you don't have to use the masks of course for this part and it also doesn't matter if you go outside the lines and you're extending the lines a little bit you can adjust that outline totally you know if a brush is something that you don't have a lot of control over and this is kind of a yucky brush so it didn't give me a lot of control I ended up using a pen in a few spots and then start the scraping after it's all dry and I waited about two hours and it was perfectly dry and usable don't heat set heat will make it bubble and that will be a problem you won't be able to scratch things off don't ask how I know and you will be dusting it off regularly because you're going to always have little black specs that are going to be all the the leftover stuff that you peel off so I'm going to speed up here so you can kind of get an idea what I'm doing remember when I colored this and I had red in certain areas and then yellow highlights I tried to give some form to each of the dinosaurs using color it doesn't matter a whole lot you can just kind of put any old color down there and you can do that kind of adding of dimension by doing more or less dots in a particular area so this one I use large dot type shapes to make scales on the dinosaur and then when I was all done I didn't really I wasn't super pleased with the the shape of the eye so I used a black pen and went in and fixed it added some shine with a white pen as well the other dinosaur I was kind of getting tired of making dots at this point so I started making a little I guess more dense type of dots and scraping across the surface more so that I could have a little bit more color showing because this dinosaur is darker than the other one and I was a little worried that it was going to kind of disappear in the picture I plan on putting a background in here and in order to do that I needed this dinosaur to stand up a little bit more so instead of just making little dots and little scales like I did on the first dinosaur I'm kind of making them and then dragging in between them a little bit to add a little more lightness and let more of that color show and then notice as I get down to the bellies I just end up leaving the black down there if you don't leave enough shading you can always go back and add some black dots in with a black marker I just did it with a sharpie to add more color back into it so this is as I said DIY type of scratch board very forgiving you can just kind of play around with it I don't fix this with anything I didn't spray it with anything when I was done I'm just considering it a card it's not a major project so don't panic about fixatives and all that sort of thing it's next I wanted to put the background in and I'm going to do a rainbow from the bottom to the top with the kind of light orangey yellow colors at the bottom going to purples and blues toward the top because I wanted to do some kind of a doodled design in the background my plan was to use all of those little tools and try them all out on this but what I found was this DIY type of stuff doesn't give me a very fine control over anything I didn't have the ability to use you know some of them have three or four prongs and you really couldn't tell the difference because this is on the clunky side I did get for the next video some of the really nice what do they call it scratch board by the ampersand company the ones that make the brown board that I have this tape to they make a scratch board that's already painted and it's already nice and it's got a really nice thin coat on it so when you scratch off you get a lot more detail and you can create something much nicer there are some people on YouTube that I've been watching of course scratch board videos to see like what are artists doing with scratch board now that could be kind of cool and I do have some plans for some rather epic pieces that are in my head but this is nice practice to get started and it's also a way to use it with stamping I do have in the next video I already have a piece started that has stamping in it but it's an art piece so I think you're gonna be excited to see that when it comes out so here is my attempt with the background and one of the other problems that happened with this was I didn't get really good coverage of the paper in the back I was just kind of in a hurry I wanted to get it done it was the end of the day and I thought I'll just throw some color on here and I think some of those places where the black isn't scratching off those may well have been white spots that's what happens when you don't get really solid coverage it's why I recommend using the oil pastels the water-based oil pastels I've tried the other ones and then it all ends up lumpy if you do for the artists oil pastels so the the water-based ones work much better I will link you in the supplies list to the ones that I use for vacation Bible school and I'm sure that they'll work on this just fine but nonetheless I did try a few of the tools out and got a few different marks but I couldn't tell the difference between a lot of it it was as I said kind of clunky the paint is a little thicker than what you would get on a real scratch board the artist scratch board that you can buy but it's great practice and it was just fun to do something crazy like this and try out a whole new invented technique because I don't know that I've ever seen anybody do scratch board on a card here's a little snippet by the way of a scratch board Bible journaling page that I did on a tip-in and there's a video for that over on my other channel so I'll put a link to that in the doobly-doo and that is it for me for today thank you so much for watching for liking for leaving a comment and I'll see you again very soon bye bye


And here it goes guys. All right, whoa, whoa, whoa, whoa, whoa. Look at. Hey, what's up YouTube? I'm Zeke and welcome to the Dream Green Show. This episode is brought to you by Weeble. Sign up now by using the link down in the description and get two free stocks when you deposit $100, valued up to $1,400. I did it myself and got about $30 worth of free stocks. So you guys can check that out with the link down in the description. In this video, we're gonna compare three different powerhouses when it comes to telecommunication. We're gonna compare AT&T, Verizon, and T-Mobile. And quick spoiler alert, one of these companies is not like the other. So make sure that you stick to the end of this video when we do our back testing to see which company might be the best for you to invest in. This one is kind of cloudy, so it's all depending on your investing style, but if you stick to the end, you might actually find out which is best for you. Before we dive into the video, make sure that you guys hit that thumbs up button. It just takes a half second out of your day to just hit that thumbs up, and it really helps out this channel more than you can even imagine. It really helps me out tremendously, guys, just by hitting the thumbs up button. But with all that being said, let's go on ahead and dive straight into the video. All right, guys. Here we are over on Seeking Alpha. This is where we'll begin our statistics from when we do our back testing. The three companies that we're gonna be comparing is Telecommunication Company, Cellphone, Providing Companies, and some of these companies provide internet, provider services. So let's take a look at the three that we're going to be comparing. The first one we're gonna be looking at is Verizon, Tickle Symbol, VZ. The next one that we're gonna be looking at is one of my favorites. So far, it's AT&T, Tickle Symbol, T. And the last one that we're gonna be looking at is T-Mobile, TMUS. They just merged with Sprint. I wanted to do it with Sprint. I did not know they had a merger not too long ago, but T-Mobile merged with Sprint, so we're gonna be taking a look at TMUS. So let's take a look at Verizon, Tickle Symbol, VZ. Right now, their price is at $58.79 at the recording of this video. Verizon is at dividend stock over the last 13 years to have increased their dividends every single year for the last 13 years. They pay out quarterly, that means every three months, they have a dividend yield of 4.18%. That is a pretty good dividend yield for any company having a 4.18% dividend yield. So that means they pay out around 61 cents for every share that you have. That's how much it would get paid quarterly for owning just one share of Verizon. So if you add that up over time and have about 100, then 200, then 300 shares of Verizon, you'll end up making quite a bit in dividends, income, and yearly. The next one that we're gonna look at is AT&T, Tickle Symbol T, this is one of my favorites. This is one that I've been promoting on my YouTube channel for a while that I love to invest into. So hopefully when we do our testing, AT&T does very well. I don't know how it's gonna turn out, so the reaction on my face will be a surprise. AT&T is at $30.01, so right above $30, this one is also a dividend paying stock that has increased that dividends over the last 36 years, guys. Over the last 36 years, AT&T have increased that dividends, making them dividend aristocrats, all right? That means you have to be inside the S&P 500 and also increase your dividends over the last 25 years. So AT&T has increased that for 36 years. If they increase it for the next couple of years or so, they can become dividend kings. Dividend kings is when you increase your dividends over the last 50 years, and it's also inside the S&P 500. So I believe that it's their goal to become a dividend king. So you can see AT&T increasing their dividends over the next 10, 14 years or so, okay guys? They also pay off quarterly, and they have a dividend yield of 6.93%, even higher than Verizon, guys. So 6.93 is one of the reasons that I love AT&T. I receive dividend payments from AT&T every quarter, and I'm loving their stock. AT&T also pays our 52 cents per share worth of dividends. I'm gonna show you guys my dividend payments from AT&T at the end of this video, so you guys can understand completely what I'm talking about. And the last one we're gonna look at is T-Mobile tickle symbol TMUS. Now this was the one that I was saying, one of these companies is not like the other because T-Mobile do not pay a dividend sprint. They pay a dividend, that's the company that they merged with. I think T-Mobile bought them out, but T-Mobile do not pay a dividend. I wanted to do one with them comparing it with Sprint because they had a dividend payment, but we might as well go ahead and pair these three telecommunication powerhouses in the United States to each other. Two of them have dividends, one of them do not. Could it even hang with the other two because it don't have a dividend payment? We will find out in this video. But this company, T-Mobile is at $115.49 at the recording of this video. Let's dive in a little deeper on each of these companies and look at their earnings. All right, so here we are on the summary of each of the companies. The first one we're gonna look at Verizon. If we scroll down, we wanna look at their revenue. So Verizon December 2019, their revenue was $131 billion on December 2019. If we're looking at AT&T, let's scroll down. AT&T was $181 billion. So it's way higher than Verizon. So AT&T had the highest revenue with $181 billion. And we look at T-Mobile and scroll down. T-Mobile had a revenue of just $45 billion. So right now, T-Mobile is not in the same league as AT&T or Verizon compared to their revenue. If we scroll down a little bit more over on Verizon, Verizon on the three, six and nine a month chart, that was up three months, seven percent, six months, point five percent. And then nine months, they were down 1% on the year. They're up 5.51%. Underperforming the S&P 500, the S&P 500 is up 18.74% to date. Let's look at AT&T compared to the S&P 500. AT&T was up 5%, down 21%, down 22%. And on the year, they're down 11.97%. And also underperforming the S&P 500, which is up 18.74%. Now let's take a look at T-Mobile. I suspect that it's pretty good because they did have a merger this year, a sprint whenever that happens. That's pretty good news. Okay, so T-Mobile, I was correct. It's up on the three months, 21%, six months, 19%, and nine months of 50%. On the year, they're up 50.12%. Outperforming the S&P 500, which is at 18.74%. So T-Mobile is outperforming the S&P 500, mainly because of the merger they had with Sprint. Let's take a look at that earnings report right quick and then we'll go into back testing these three companies. All right, so here we are on Verizon. They beat their earnings by three cents. Well, the estimate earnings was $1.21. The actual was $1.18. I'm not sure why it says it's up three cents somewhere, but so the actual revenue was $30 billion, $30.45 billion. That is Verizon. Let's take a quick look at AT&T. AT&T estimated earnings was 77 cents. Actual was 83. They beat theirs by four cents. Their actual revenue was $40.95 billion. So in terms of revenue, theirs was better than Verizon. And if we take a look at T-Mobile, their estimated revenue was 42 cents. That actual was 84. Beat expectations by 69 cents and their actual revenue was $17.67 billion. So those are the quick and rough numbers right there. Let's go ahead and back test these three to see how would they have performed over the last 10 years. All right, here we are over on the portfolio visualizer. We're gonna do year to year. We're gonna do from 2010 all the way to 2020. So the last 10 years include year to date. Yes. Let's say we invested $10,000 back in 2010. What would happen in 2020? Cash flow, none. No rebalancing. Display income, yes. And we are going to reinvest our dividends. That's the whole point of this. None, portfolio names. Let's get to that. The first one that we're gonna type in is Verizon, VZ. The second one is AT&T. And the last one is T-Mobile. All right, portfolio number one, we're gonna put 100%, 100% for portfolio number two and 100% for portfolio number three, which is TMUS. We're gonna go in and rename these portfolios. The first one is Verizon, AT&T. Change that. And then the last one is T-Mobile. All right. So when I hit analyze this portfolio, this is gonna show us if we invested $10,000 back in 2010 to each of these companies. And how would it have performed over 10 years and how much money would we have now in 2020 if we invested $10,000 back in 2010 while also reinvesting our dividends. Now remember, T-Mobile do not have dividends. So we're gonna see how this plays out. And the last portfolio, and here it goes, guys. All right, whoa, whoa, whoa, whoa, whoa. Look at T-Mobile. I know they had a merger, but I mean the merger would have counted right here and shot up right there, but oh my goodness. Okay, so Verizon, if you invested $10,000 back in 2010, you'll have $30,000. AT&T, oh my goodness. Okay, AT&T, you will only have $19,000. You would not have even doubled your money. Wow. Okay, this is new insight. And T-Mobile, my goodness, you will have $87,661 if you invested $10,000 back in 2010. Now, on the chart, the only time that T-Mobile dip below these three companies was back in 2012, you would have been down to $7,929. But besides that, ever since 2014, you would have outperformed AT&T in Verizon every single year since 2013. That is insane, but let's look at the dividends. That's what we're all about, okay. So in 2010, we would have made $611 from dividends from Verizon and $614 in dividends from AT&T. T-Mobile does not pay dividends. Back in 2013, T-Mobile had a special dividend which paid out $2,661. Verizon, you would have got $800 in AT&T, $779. And by 2019, you'll be bringing in over $1,000 from Verizon and over $1,000 from AT&T from dividends alone, just by investing $10,000 into the stock market in 2010. But man, dude, whewee. I know I love getting dividends. If I'm going to continue to invest just for dividends, I'm thinking Verizon might be the better choice because right now I'll be having $30,000 worth in my portfolio instead of $19,000. Even though AT&T do have the higher dividend yield, Verizon still don't have a low dividend yield. It's F4, that's pretty high. And I will also have a lot more money in my final balance than I would in AT&T. And I'll still be making around the same dividends every single year from investing into Verizon. So AT&T is not looking too good right now.  What if you buy the dip? So let's go back in and change this and buy and reinvest into it every single month other than one lump sum. And we're going to buy the dip every single month, all right? So we're going to change this to $1,000. Let's say back in 2010, we only had $1,000 to invest and we're going to change it to fixed amount, change our cash flow to on my channel. If you guys subscribe to my channel, you will know I invest $200 every single week into the stock market. So that adds up to around $800 a month. So let's type in 800, change it from annually to monthly. So there it goes. So once I hit analyze portfolio, this is me investing just $1,000 back in 2010, but also investing $800 every single month into each stock for the next 10 years. So let's click analyze portfolio to see if that makes any kind of difference. Here we go, we're going to scroll down. Whew, all right. Wow, all right. So with Verizon, we'll have $187,000. With AT&T, we'll have $137,000. And with T-Mobile, TMUS, we'll have almost half, half a million dollars, almost half a million dollars. We'll have $425,000, all right? So the worst year Verizon never had was down 3%. That is very consistent. That is a company that's very consistent. If your worst year was down 3%, I can invest in you. That mean I don't have to worry about much. Over the last 10 years, your worst year was down 3%. That's not bad. AT&T worst year was down 22% and T-Mobile worst year, I weighed all of them by being down 31%. The best year Verizon had was 22%. The best year AT&T had was 45%. And the best year T-Mobile had was up 110%. So that's amazing. If we take a look at the chart again, over here, you guys can see the only time that T-Mobile was down was back in 2012. And from 2013 on, T-Mobile outperformed AT&T and Verizon ever since. And they almost have four times the amount of money in that final balance than AT&T. So this is really, really weighing on me about me investing into AT&T guys. With as much as AT&T if I have, let's go ahead and dive into my Robinhood portfolio to show you guys what I might end up doing with my AT&T stock. All right, here we are YouTube in my Robinhood account. I have around 15 shares, $450 worth of AT&T in my Robinhood account. I am down $42.27. And it's around 2% worth of my portfolios. Let's take a look at the dividends I've been receiving from AT&T. All right, so today I receive around five dividend payments from AT&T. I started off getting $2.04 when I only have four shares to $5.61 to $9.88. I had 19 shares, $4.68 and $6.76 with 13 shares. So I'm back to 15 shares of AT&T. I might end up selling five and buying T-Mobile and then selling five more and buying Verizon, okay? And then from here on out, I might actually just continue to invest into Verizon and T-Mobile because those historically over the last 10 years have been outperforming AT&T. Do I think AT&T is going to pick up in the future? I do think that they have a lot of stuff planned with that streaming and that optic fiber cables for internet. That's what I have inside my house. I do think they have a lot planned in the future. So I don't think AT&T is the worst company by far. They have a great dividend yield. Can they catch up by being innovative and what they're going to do in the future? Yes, I do believe they can. But at the moment, until they catch up, I'm going to be investing into Verizon and T-Mobile and every now and then I'll pick up at AT&T stock until they catch up with their competition. So you guys in the comment section, go down and let me know which company would you invest into, which one of the powerhouse cell phone providing companies, would you be interested into picking up? Let me know down in the description. If you made it to the end of this video, make sure that you leave a thumbs up. Trust me. When I say it, it helps out this channel more than you can imagine. It helps out this channel more than you can imagine. Really, just by hitting the thumbs up button and also subscribe. If you guys want to see other videos just like this in the future. For other than that, I'm Zeke bringing you the Dream Green show and I'm out, peace. The subscribe button probably right here. Yup, go ahead and hit that subscribe button. And I'm gone. Bye.


Okay, I'm John Furrier, the founder of SiliconANGLE.com. We're here inside the cube live at Cineclaris Silicon Valley with my co-host Dave Vellante, who's back on the plane from Vegas. Good to see you again, John. He's just in from Sin City. That place is crazy. Stu was subbing for you, did an okay job. I thought that was a job. Good, thank you, Stu. We're here with AJ Chandramalli. Chandramalli, that's right. Chandramalli, on one shot. From Intel, you are a cloud and data center manager. You work on sharing the Intel best practices around cloud, data center, consumerization security. To your IT peers, you did a big presentation here in the weeds detail, big hour presentation. So let's one, talk about the trends while you're here, kind of what you're talking about in your talk and then some of the macro trends going on in this big trend of consumerization. Obviously, we all know about Apple. We all know it's going on with Google. We know it's going on with mobile, cloud, Amazon. Now IT's impacted by all these trends. So it's a paradigm shift, it's an inflection point, all those things being said in the industry. So let's hear it. All right, yeah, sure.  So cloud computing is a hot topic these days, as I'm sure both of you know. But Intel, we were actually ahead of the curve. We started our cloud initiatives back in 2006 in our design grid environment. And so we've had a lot of experience in this area. And one of my objectives, my job functions is to share those best practices, those key lessons learned with my peers in the industry. So I focus on cloud computing and our data center strategy, but in Intel IT, I think there's three big trends that we're focused on this year and the next year. Cloud computing is one of them, like I mentioned. The second thing is IT consumerization. So another thing that Intel IT has done is- What does that mean? Yes. I mean, everyone talks about it, we do all the time, but what's your definition for that? Sure, IT consumerization is the second one, I'll do that. And the third one, of course, is security. So to your question on IT consumerization, what that means is we've allowed consumers to bring in their own personal devices, smartphones into the enterprise and have allowed our employees to access corporate data on their devices. So that's a pretty big paradigm shift for Intel. Security is a big concern. Most Intel employees have their own smartphones already that they purchase. So why not let them bring it into the enterprise if it helps them be more effective and efficient if they can see their email without attachments on their handheld devices, if they can see their calendar and know what rooms to go to or book conference rooms from their smartphone. Why not enable that? So that's what we've done. And these three initiatives are not unrelated, are they? I mean, consumerization and cloud, you start talking about cloud, you're talking about security, but is there an element of consumerization that involves things like pay as you go? I think consumerization, I think I swipe a credit card to buy a software as a service or maybe even to buy some storage from S3. Is that a dimension or are you not there yet? No, you're exactly right. To your point, security, your first point, security does transcend both of those areas. It transcends everything, actually. I outlined a three Intel IT objectives that cloud computing, consumerization and security, but even Intel corporate-wise, security is a huge pillar for us in addition to energy-efficient computing and connectivity, evidence by our acquisition of McAfee just recently. So security definitely impacts all of those areas. So how about the- Well, EMC Dave talks about, we had the CIO of EMC on the queue. Yes, Sanjay, Merchandani.  So what's the Intel, as they say, eat your own dog food, meaning you guys build and test and deploy? Is there anything going on there you can share? That's unique to Intel that you've brought to the market. Well, actually as a member of Intel IT, I've sworn an oath, so to speak, to not endorse or speak about any vendors. So I'll have to politely decline on any comment there. So how about- So are you using virtualization? Yes, we're actually- All right, here we go, let's start there. I would like to talk about that. So yeah, we're actually at Intel IT, we're very proud of the progress we've made in virtualization. We ended 2009 at 12% of our OS instances virtualized. We more than triple that in 2010, close out the year at 42% virtualized. And our end goal is to be 75% virtualized. So virtualization is the foundation for our cloud. And we've made a lot of progress there and something we're very proud of. How about apps? How far have you taken it into the application portfolio? Virtualization? Virtualization, yeah. You're still talking about essentially OS instances, right? How about the applications?  It is actually, and one of the things that we've actually just enabled to is the ability to virtualize our mission critical applications. So we've virtualized some of the easy stuff, but to get to eventually to 75%, you have to start virtualizing your mission critical applications. Meaning applications that are inside your DMZ, for example. So we've demonstrated that we could do that, we've tested that vigorously. And one of the things that are now stopping us, one of the things we have to do to get into production mode is the security aspect of it, which we've also found a way to implement as well. So VCE is a coalition with VMware, EMC and Cisco and Intel recently joined that, which we're now calling VICE. So VCE is being renamed by, called VICE. The VICE squad? Intel's now in the VICE squad. It's not only a VCE, so Mike and the Palace will have that new acronym. But do you have any experience with that involvement at all with VCE? No, I do not. What do you think about the concept of cloud in a box? I mean, Ellison calls it cloud in a box. I was wondering, John, if Oracle can do cloud in a box, does that mean Amazon can start charging monthly maintenance and raise its prices by 10X? You think that's possible? Well, I mean, we talked about that. Oracle being very cloud-centric in their last Oracle Open World, we saw Larry at his keynote, and he threw Dell under the bus and through HP under the bus, his partners, and saying, we own cloud, especially what he said, and he wants to own it, A to Z, up and down the stack. But what about that whole convergence trend? Buying logical blocks of compute, storage, and networking to support applications? Is that something that you guys are looking at, or is that... In fact, Intel, we're leading an effort, which is called our two efforts we have. We have a cloud builders program and our Open Data Center Alliance program, where Intel, we're in a unique position where we work with all software vendors. We're not, we like to consider ourselves as the Switzerland, so to speak, right? We work with every software vendor out there, and we're in a unique position to be able to lead an industry group and an initiative like that. You'd be very well-trained on the media speaking.  You're going to be Switzerland. You love everybody. We're pretty rigorous about our media training, so... You're good. I admit, you're good. Okay, we're going to get you somehow, believe me. We're at a storage conference here, and everybody, we talked about the practitioners in the Wikibon community, they're always saying that virtualization breaks storage. Gems, IOs through the roof, our estimates are that it increases IOs per mit by at least four X. Are you seeing that sort of IO storm, and how are you dealing with that? Are you changing the way you do backups, or is it just sort of business as usual? No, there's no question about it. In fact, you know, we've seen the bottleneck is no longer a processor compute power anymore. It's networking, it's the bottleneck. And so, because of things like virtualization and the huge explosion in not only compute intel, we've seen a 45% year-over-year compute growth, 35% year-over-year storage growth, and our networking growth has been explosive as well. And so, that bottleneck is now on the networking side. And so, we've implemented 10 gigabit ethernet. We've done some POCs on that and planted deploy that soon, moving eventually to a converged fiber channel over ethernet, and eventually, after that, we see demand for 40 gigabit ethernet networking. So you're one of the guys who are going hard after sort of end-to-end ethernet, FCOE. Yeah. And what are you finding are the benefits of that?  Is it cutting your cost yet, or are you still on the other side of the curve? Yeah, I mean, really fundamentally, I mean, there's a lot of benefits, but keep it simple and up-level. It's really performance and cost. Those two things, you know... It is pretty simple, isn't it? Yeah. We try to over-complicate. Yeah, I mean, there's a lot of technical reasons for it, which, you know, I'm sure... What about multi-hop, man? We don't have to go there. Yeah, right, exactly. I was advised early on. I don't know, maybe it was my... They told me not to go into the weeds. Don't say multi-hop on this show. Yeah, so it boils down to those two things. How about security? Let's talk about, you know, security is one of the evil twins of the cloud, the other one being management, right? Yeah.  Yeah. And you protect the, you know, the perimeter, basically, and virtualization kind of changes that, right? And the king wants to leave his castle every now and then. Right. And so how do you architect security for the cloud? Yeah. Yeah, no, it's very interesting, actually. At Intel T, we have begun a new re-architecture of our security initiatives. And really, what it boils down to, to summarize, is cloud in some ways can also help improve security. And what I mean by that is the following. Because of cloud, we are now able to understand, you know, first of all, who is accessing what information from what device? And, you know, based on those three things, we can then push out the right amount of data. So, you know, if you're outside the firewall versus inside the firewall, you're going to get a different, access to a different set of data. If you're accessing the data, if you're requesting the data from a smartphone, your car even, your TV, they're talking about the compute continuum as well, or your laptop, that's going to affect what kind of data you can, you know, have access to.  I mean, what kind of permissions do you have? Are you a sales guy or not? And that will also depend on what kind of data we will allow you to see.  But we allow folks with iPhones to see their email, their corporate email, and their calendar, but not attachments. So, we've, you know, taken a holistic view and, you know, a nuanced view. And depending, like I said, on who the person is, what device they're accessing it from, and what information they're requesting, that all plays into what information they can. So, your premise there is that the cloud can actually be more secure. At least, you're talking about the endpoints now, right? Yeah, yeah. Potentially. Right. Now, what about the mess in the middle, right? Because you don't know which port is attached to which storage, or which LUN, or which server. How do you architect for all that stuff that's all abstracted now, and it's changing constantly? You can. You can build that intelligence in, and that's something that Intel is working very vigorously on. That's what we call the compute continuum. Deep. You're talking about architecting it within the system. In the chip, yeah. Yeah, OK. And so, you know, once you get below the various OSes, below the various, you know, it doesn't get more secure or more fundamental than the chip itself. And you guys have made some announcements there that got a lot of attention. Yeah. We have, with McAfee, as well as some others. Yeah, so where are you with that? Is that sort of, you're in pilot with that? Are you actually in production with any of that technology? I'm not as close to it, to be honest with you. I couldn't tell you exactly. So I've seen the announcements just like you have. Yeah, OK. So let's see. So how about we talk about how you protect data in this new world, right? So I was talking to a customer the other day, and he said to me, you know how I back up two petabytes? I said, no, how do you back up two petabytes? He says, I don't. So with all this data tsunami, all this virtualization cloud, are you changing the way in which you protect data? Is it, what's going on there? Yeah, you know, it definitely impacts it. We have to be even very vigilant in making sure, especially with virtualization, there are technologies that Intel does bring to bear to help in these areas. Things like TXT, for example.  So you don't have any compromise.  And we have a paper that we publish on this, as a matter of fact. It goes into a lot of detail on. So Intel, we're baking in, we're creating these technologies. Another key technology for us to answer your question is around encryption, and something we've built into our chips called AESNI, which is advanced encryption security. It's a new instruction set. And that also helps improve the performance of encryption so that now, prior, some IT managers, there's always a trade-off between security and performance. If you encrypt everything, you take a performance hit. Now with AESNI, you don't have to compromise anymore. You can have your cake and eat it too. Let's talk a little bit more about cloud. When Intel talks about cloud, well, Intel IT, what specifically are you talking about? Are you talking about private clouds? Are you talking about using public clouds? Can you talk a little bit about what you're doing there? Sure, it's both. So Intel IT, our cloud strategy is to grow the cloud from the inside out. So what we mean by that is first building our private cloud and using our public cloud selectively, where it makes sense. For instance, our non-differentiated applications, applications that don't necessarily provide a competitive differentiation or advantage, we move that to the public cloud. They're not producing revenue. Yeah, what's an example? Yeah, like our HR applications, benefits applications, expense reporting. Intel does expense reportings that are probably not that much different than the way you or anybody else does it. So that doesn't need to be inside our firewall. We can put that in the public cloud, and that's what we've done. But things that are sensitive, right, that do contain sensitive IP, obviously, Intel or a design company, we've got, there's a lot of things we don't want out there and we don't want to risk, and so we'll keep that internal in our private cloud.  Yeah, well, I think the big thing is, it was actually the benefits, yes, about challenges, but really it's the benefits, the promise of the cloud that really drove us, things like agility, efficiency. We started, the cloud wasn't an end in and of itself, it was a means to an end, and being able to improve that, a great example of that is our on-demand self-service. It used to take us 90 days to provision a server. From the time an Intel employee requested access to server


your analytical life becomes much simpler and much faster if you're able to collaborate with other people and Fortunately, that's one of the things that Google Sheets does best to share a document to share a spreadsheet with somebody All you need to do is come up to click on the blue share button And there's a lot of different ways you can share with people now the most direct It's to simply put in their email address right here here is a fake email address that I just got data at superrido.com and And you have the option of assigning different levels of sharing that that person actually can change the document They can edit it or they can simply make comments on it But they can't change the actual text or they can simply view it and you can say Here is the document and It will email that person and let them know that they've got the document and then they Get into it and they can start working on it with you You also have the option of sharing with a link So for instance, you can say that anybody at your organization if you have a Google business account Or you can click on more here You can share anybody who has a link or public on the web Which is what I've done on this one and I've said it so that anybody who has the link can view it I could set it up so they could comment or edit but views gonna work best in this case I hit save and then as long as people have this very long link But you click copy link and I'm gonna open up a new incognito window Click it like this and now this is the way that anybody can see it. They can see the document They can't change it. It's giving me a little blurb about updates here Here says view only That's fine, but you can see that other people this is my professional account with data lab this is my personal account and Even though this person can't edit it They can download it as a Microsoft Excel file or a CSV or TSV file and they can start working it on it themselves I'm gonna close this one Now one of the nice things about the way that sharing works in Google Docs, I'm gonna just delete this one. I don't really want to share with my fake email address I'm gonna press cancel and Done, but when you're sharing you can see who's sharing right here That's my personal account. This is my company account and You're able to see where they are in the document So for instance, I'm gonna be in this cell right here But I can tell that the other person is surrounded in pink Same as we have up here is in this cell and if I go to that account You can see I have the document open. That's where I am you can see that I'm now sharing with my company account and It's a good way to see who's working on it where they are and to start collaborating to get your analysis up and running as fast as possible


South Africa has revealed plans to ban the breeding of lions in captivity for trophy hunting or for tourists to pet, in a bid to promote a more authentic experience. The decision was reached following recommendations contained in a study by a special government appointed personnel into the controversial practice. The panel was studying the management and rules governing the hunting, trade and keeping in captivity of lions, elephants, rhino and lipids. The decision is yet to be formulated into policy and is likely to set the government on a collision course with the powerful multi-million dollar lion captive breeding industry. The minister cautioned that the recommendations were not aimed at stifling the hunting industry. So you get notified about fresh news updates.


Welcome back on this beautiful day here in New York nice and sunny way. We are hopefully everybody's having a great morning Lot of action happening yesterday. Good to see you Ken Lou. Good to see you Andrea Grant everyone Welcome cyber traders. All right, let's get right into it looks like another exciting crash in the morning It looks like we had a nice little correction yesterday, but what a great comeback, right?  You're here to trade the market If you got it, you got to be in touch with it and see what's going on But looks like we're gonna have a little bit of a down morning again really looks like US is really playing tough with China's so looks like the tariffs gonna kick in so It's it's gonna be a really fun roller coaster We did pretty well on those ETFs But we did add a couple of good stocks that did move and we're gonna check them out and see what's happening First of all, let's talk about what happened with yesterday, which we always like to start off First of all, what will let me bring up the the SB the SB GI? that was The coolest trade ever yesterday. I mean I'm sitting there. I'm watching it. I'm watching it I'm watching it and right around the middle of the day around two o'clock. I'm saying, you know what guys? this stock is testing new highs and Let's keep an eye on it because I think it's gonna break out and and within a minute or two minutes I don't know if You know the trade gods were watching us, but that thing just ran from 58 up to $60 great $2 move ran all the way up to about 62 just did not stop And a lot of us cleaned up on that trade so the thing is this you can't go broke taking a profit You know granted it came right back down, but you know that that's part of trading It's not about buying it at 48 and selling it at 62 It's buying it at 50 selling at 51 buying it at 56 selling at 57 Always try to take the profit. All right always look at it By the way, I'm putting that back on the watch list so that one did pretty well I know a lot of you guys did pretty well on that trade We're a couple all the ones also that did pretty well. You had this LCI That one had a nice little pop early in the morning Just went from like 840 all the way to 940 and then she had a big afternoon crazy afternoon I don't know what happened there at the clothes thing just pop out of nowhere But like I said, you get last five minutes of the clothes always get this crazy Volatility and then we got this one of the stock right here of the the beyond meats Which by the way, I'm throwing it back on the watch list the stocks and IPO just came public and I guess it's not like the lift trade, you know where went to like 90 came back down the stocks actually pretty damn strong actually shockingly Really has not stopped But it is an IPO and you know that if you're not an advanced trader You've been here for a while do yourself a favor stay away from these things Unless you have deep pockets and you know how to control losses and and know how to you know Because you don't need to trade a lot of shares of these stocks to make a lot of money It's all about making your days pay. That's the goal. So be very very careful So but anyway, I'm putting this back on the watch list because looks pretty interesting anyway So what's going on in the in the pre-market? you know like a like I always say early bird gets the money and the BLIN the did really really well early and Let me just fix this time zone so you can see a little bit better on what happened in pre-market So she started around 8 30 at around 8 20 we sort a lot of us were logged in around 7 30 8 o'clock this morning Some of you were able to capitalize on her early, and then she literally went up about about a buck 50 Could have made about 20 30 cents. He held you for a while. She was holding strong and and I mentioned it earlier When it started backing off when it hit 9 I said, you know, and I think Andrea sort earlier I mentioned I said, you know what stocks got a big spread be very careful. I'm not liking now The stock is trading and sure enough boom the thing just dropped So, you know one thing you always have to remember always take the money. You made your days pay Don't think and look at the stock. Oh, but the stock was at $80 last year.  You know what you could always buy it back cheaper That's a way to look at it, but it's got it's got several months to get past You know hold that volume that it dealt with you know hovering between 10 and 15 So a lot of a lot of stuff going on there, but but we'll put it on the watch Let's we'll keep an eye on it. There are a couple all the ones by the way raised Ferrari It's obviously gapping up pretty nicely to Ferrari looks like it's getting close to that highs It was a great buy in in the Christmas crash But um, you know, this is I you know, I've been a big fan of this stock for a long time I always say if you can't afford the car at least you could probably I don't know about now but you could you could afford the stock so well that's been been a pretty good swing trade and Um, I know that was a hell of a roller coaster. I'm going up from buck 40 down to about 95 But uh, listen timing is everything listen when you get these corrections in the market You gotta remember guys remember that whole correction You know and a lot of people now are saw look at what it was their correction That correction really a lot had to do about the government shutdown So as much as some of people, you know, didn't like this shutdown Thought it was work and or in the market it was buying opportunity because when they opened it up boom So just remember everybody, you know, they're Opportunities all the time if it's if it's a government shutdown if it's a financial crisis if a company comes out to cure for cancer You know, uh, uh, if disney came out with the Avengers movie, whatever it may be you gotta always focus and and Capitalize on it. What's moving and make money on that? But anyway, you know when people tell me I wish I I wish I still had that, you know More back then Listen, there's gonna be opportunities again. You might even have one now at the whole tariffs So we'll keep an eye on that too. So we got that one, uh, the akts Dorn on the watch list that one's gapping up pretty nicely too. That's up about 20% got not the greatest, um Orders out there on the on the matrix got a couple of hundreds I got a 2000 there buyer at 758 But uh, but other than that, I'm not really seeing too much looks like but it looks like it's got some support levels Right around here. You could see there's a 6500 share buyer at 740, which is, you know, close to this Support level right there. So I'll keep an eye on that one. That one looks pretty interesting ak Rx another one that's going to make the watch list. Uh, that one looks like it's breaking higher highs a little bit better of a trend Um, it's got a little bit better of a momentum didn't really back off Which is a lot better and the spreads better the volumes better And you know, this one obviously is something that I think everybody here could afford to trade the be what the uh I I talked about this earlier. Let's keep an eye on this one. Once again, you got to be a level four trader This is not a beginner stock need the pockets You need to you know, if you're not if you're not a thousand dollar a day-day trader stay away from the stock But I know we have some here. This might be right up your alley Bprx Another one that's taking a very very nice little big hit right here Uh, it took about I don't know two months to get from from three to six and it lost it all in one day Anyway pharmaceutical stock we one thing we always always mentioned be careful pharmaceutical stocks do not come back So be very very careful, uh with these stocks that get very beat up like this But let's see if it holds at support levels. Looks like it's got some supports right around three bucks It could drop all the way down to two but looks like got some support levels there x e and t Well the stock that's taking a nice little hit right here down 21 Looks like she still could probably break lower lows So you got some support levels on a long-term chart right there right below 25 Steve you got to hold that support You know, I'm a big bottomfisher guy So I love stocks that get crushed you get people to wake up and they're like the average down You know do a suckers bet that causes momentum so, uh Like I always say unfortunately someone else's catastrophe is someone else's opportunity EF Another one very cheap little stock was a $9 stock at one point coming up pretty nicely decent spread Okay volume 158,000 shares, but you got some great iceberg orders You see there's a 15,000 shares seller already out there at a buck 97 Which we know $2 a whole number You could see the it did back off at that it hit that high and backed right off Want to keep an eye and there's another big 15,600 share buyer at a buck 76 Which you could see that's where support levels are so this stock looks like It could have probably be a little bit more of an easier stock to trade with the trend and with the orders out there So I think this one is probably up right up everyone's alley All right, so that's pretty much it what we got going on a pre-market always remember guys We always have more stocks that do come up when the market opens up But as a pre-market if you didn't capitalize on any of these This is what we'll watch going into the open One last thing I do want to bring up Microsoft those, uh, you know, I don't know if anyone here has kids grandkids, but we all know that You know Microsoft has done pretty well actually and the reason why I'm bringing it up and talking about the kids is because Microsoft is launching their new xbox without a dvd console. Okay now For that, it's an opportunity for the kids. Unfortunately That's a catastrophe for companies that depend on people going to the store and buying the disc So by microsoft getting rid of that who knows they might be leading the way towards the charge That means probably sony might do the same. So what does that tell you? uh What's the stock symbol shoe? I forgot the name on the top of my head, but um, but but game stop might get crushed You know game stop is a is a very popular store has done very well They depend on people to go into stores and buy their dvds, you know, uh for the game consoles So listen, I might be a great opportunity on the short. Does anybody remember that? I don't have it on top of my head I didn't see it come up yet, but it's it's g me Is that it? Yeah, game stop there it is g me, okay So anyway, listen people looking at the stock was 17. It's down to eight. How much lower could it go? I mean this could go down to three. I mean it could really get crushed if that comes to fruition Uh, this company could have some serious issues. So remember someone else's uh opportunity someone else's catastrophe now So maybe we capitalize on that too. So keep an eye on that on the swing trade. I'm gonna throw it out on my watch list All right g me. All right everybody. Listen. Good luck everybody. Remember this week It's uh, it's gonna be a pretty exciting week You gotta you gotta see what happens these tariffs and you got a couple of big events that are coming on So, uh, let's just play it by year. Let's it's we're in the middle of hump day. So Tuesdays wednesdays and thursdays always our best day So let's try to make the best of it and if uh for all the new members out there that are listening in Hopefully you guys enjoy it Hopefully you guys have been listening to you and and talk to your education advisor and uh and just remember I know everybody wants to trade doesn't mean you should so the only way you're gonna find out is sit back and watch Just look listen to learn. Good luck everyone. Oh one last shout out for a buddy gene gene just made about 20 cents On the blin. This is the stock we called out very way to go Congrats All right, everybody. Good luck everyone. Happy trade. We'll see you back at 2 30 for the afternoon