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Text duration start ents sentiment
down 12 percent year-to-date the s p 500 4.479 Jump to 11.36
    PERCENT 12 percent
could fall below the 200-day moving 3.279 Jump to 13.84
    DATE 200-day
netflix persists after a 24 plunge on 4.801 Jump to 17.119
    CARDINAL 24
well look i i think the first thing we 4.4 Jump to 32.88
and think about how rare 2021 was in a 6.72 Jump to 37.28
    DATE 2021
typical year you get at least one 5.599 Jump to 41.28
    CARDINAL at least one
perhaps as much as multiple 10 percent 5.6 Jump to 44.0
seven percent obviously 4.959 Jump to 51.76
    PERCENT seven percent
last 72 hours um and uh frankly 6.72 Jump to 70.32
    TIME last 72 hours
you essentially had almost a two percent 5.6 Jump to 133.68
    PERCENT almost a two percent
a two percent uh collapse and then a 4.72 Jump to 139.28
    PERCENT two percent
further two percent collapse the next 5.52 Jump to 141.76
    PERCENT two percent
vix at 35 that's the time whereas a 6.079 Jump to 156.16
    DATE 35
uh to see netflix down 24 in the session 7.199 Jump to 171.04
    CARDINAL 24
roku down 33 year to day is the next six 5.68 Jump to 174.72
    DATE 33 year to day
    DATE the next six
to eight months that bad for for big 3.92 Jump to 178.239
    DATE eight months
four percent there will be absolutely no 4.559 Jump to 236.4
    PERCENT four percent
it's this is not the same as 2000 simply 7.04 Jump to 252.879
very typical for crypto to have 50 6.481 Jump to 437.919
    CARDINAL 50
you've ranged between call it 28 000 and 6.321 Jump to 451.919
    QUANTITY 28 000 and
know upwards of 65 000 on the high our 6.079 Jump to 458.24
    CARDINAL 65
two ranges low to high and then 4.4 Jump to 485.199
    CARDINAL two
year or perhaps 2023 we think you start 6.481 Jump to 489.599
that there are only f five days right 6.0 Jump to 527.92
    DATE five days
now of inventory of key chips versus 40 7.199 Jump to 530.08
    CARDINAL 40
days back in 2019. let's talk a little 5.28 Jump to 533.92
    DATE days
    DATE 2019
chip demand is up 20 4.72 Jump to 593.76
    CARDINAL 20
know they're at more than 90 capacity so 5.28 Jump to 604.88
    CARDINAL more than 90
and the five days of inventory that you 5.28 Jump to 615.6
    DATE the five days
yes so first of all the word i heard was 4.161 Jump to 691.839
    ORDINAL first
which of course is the future takes two 6.399 Jump to 755.68
    CARDINAL two
thousand ships in one car 5.281 Jump to 758.959
    CARDINAL one
is maybe six or seven hundred ships 5.521 Jump to 765.279
    CARDINAL six or seven hundred
taiwan from one company in taiwan 5.28 Jump to 873.6
    CARDINAL one
that one facility 4.16 Jump to 972.0
they estimate will create over 10 000 3.279 Jump to 974.0
    CARDINAL 10
almost a billion dollars the tech giant 4.24 Jump to 1154.48
    MONEY almost a billion dollars
revenue that jumped 46 5.44 Jump to 1158.72
    CARDINAL 46
that's down a bit from its 50 jump in q1 4.32 Jump to 1161.44
    CARDINAL 50
could double within three years so where 4.96 Jump to 1173.36
    DATE three years
leading up to an in route to reaching 80 4.16 Jump to 1181.12
    CARDINAL 80
billion dollars is the number that 2.88 Jump to 1184.0
incremental trillion dollars of of of 5.12 Jump to 1190.96
    MONEY trillion dollars
about 2 trillion 4.08 Jump to 1196.08
if you take the 100 largest cloud 5.36 Jump to 1197.76
    CARDINAL 100
players uh we're about 290 billion so 7.28 Jump to 1200.16
    MONEY about 290 billion
that puts cloud penetration at about 15 7.12 Jump to 1203.12
    CARDINAL about 15
here they have about 28 market share 4.799 Jump to 1210.24
    CARDINAL about 28
azure it's 20 of the business uh but uh 6.32 Jump to 1232.4
    CARDINAL 20
as you cross over that 40 billion dollar 5.441 Jump to 1236.159
    MONEY 40 billion dollar
microsoft business grows from 40 to 80 4.321 Jump to 1244.559
    CARDINAL 40 to 80
billion that's going to change the 4.161 Jump to 1246.799
is a company that generated 43 5.601 Jump to 1263.679
    CARDINAL 43
as we're showing 46 revenue growth and 6.0 Jump to 1281.28
    CARDINAL 46
about 50 percent since uh from the highs 6.479 Jump to 1313.44
    PERCENT about 50 percent
in in november uh we're down 20 6.16 Jump to 1316.72
    DATE november
    CARDINAL 20
the whole 100 cloud 100 it's down 20 5.841 Jump to 1319.919
    CARDINAL 100
    CARDINAL 100
    CARDINAL 20
when azure down ticked from 48 6.561 Jump to 1330.159
    CARDINAL 48
fx adjusted growth last quarter 46 4.96 Jump to 1333.44
    DATE last quarter
revenue that was up by about 10 percent 4.161 Jump to 1370.799
    PERCENT about 10 percent
generating close to 70 billion dollars a 5.36 Jump to 1437.12
    MONEY 70 billion dollars
of activision blizzard uh with one year 4.161 Jump to 1445.279
    DATE one year
microsoft sitting on 120 billion dollars 4.56 Jump to 1452.08
    MONEY 120 billion dollars
352 dollars a share we're right uh under 5.24 Jump to 1485.48
    MONEY 352 dollars
that about 300 2.959 Jump to 1488.96
    CARDINAL about 300
back to 2004 to 2006 6.719 Jump to 1517.44
    DATE 2004 to 2006
17 times 3.441 Jump to 1527.039
    CARDINAL 17
from one and a quarter to five and a 5.68 Jump to 1528.64
    DATE one and a quarter to five
quarter between 2004 and 2006 and guess 5.76 Jump to 1530.48
    DATE 2006
as a large cap was up over 50 last year 4.64 Jump to 1543.44
    DATE 50 last year
software names microsoft is one of the 5.041 Jump to 1558.799
    CARDINAL one
like dao joining us for a first on yahoo 4.08 Jump to 1596.32
    ORDINAL first
dow our 125th year as a company it was 6.56 Jump to 1630.4
uh full year uh 2021. uh to your 5.439 Jump to 1636.96
2022 whether it's gdp growth 5.04 Jump to 1651.84
    DATE 2022
know which third party you're talking to 4.961 Jump to 1662.159
    ORDINAL third
are ranging between plus four and plus 5.76 Jump to 1664.24
    CARDINAL between plus four
five percent uh growth you also you know 4.4 Jump to 1667.12
    PERCENT five percent
number is more than five trillion 5.039 Jump to 1685.36
    CARDINAL more than five trillion
2022. and howard um let's get into the 5.079 Jump to 1708.84
    DATE 2022
39 and if you would just explain to me 3.76 Jump to 1720.08
    DATE 39
gotcha so local pricing up 39 5.12 Jump to 1737.12
    CARDINAL 39
volume down four percent which i think 4.72 Jump to 1739.679
    PERCENT four percent
that volume down four percent is that 5.12 Jump to 1747.12
    PERCENT four percent
maintenance at our facilities we had one 4.16 Jump to 1766.72
    CARDINAL one
move forward into 2022 you know you 6.08 Jump to 1782.88
    DATE 2022
from dao one of the big changes next 5.199 Jump to 1788.96
production for almost 30 days uh in the 5.12 Jump to 1799.2
    DATE almost 30 days
was probably one of the biggest issues 3.2 Jump to 1819.76
    CARDINAL one
there were two strong months march 5.84 Jump to 1824.48
    DATE two strong months
as we went through the fourth quarter 3.521 Jump to 1833.679
    DATE the fourth quarter
head into and through 2022 7.041 Jump to 1842.399
    DATE 2022
at least through the first half of the 3.919 Jump to 1866.88
    DATE the first half
our costs in the fourth quarter were up 3.84 Jump to 1880.24
    DATE the fourth quarter
uh more than 20 percent 4.48 Jump to 1882.0
    PERCENT more than 20 percent
and you've got oil brent touched 90 4.079 Jump to 1890.96
    CARDINAL 90
you guys raising your prices in 2022 how 4.64 Jump to 1909.6
    DATE 2022
know it's a tale of a tale of two points 5.199 Jump to 1919.36
    CARDINAL two
dow up about close to three percent in 4.4 Jump to 1959.44
taking the time first and foremost here 2.88 Jump to 1992.08
    ORDINAL first
flat to fiscal year 2019 the last 4.959 Jump to 2001.2
    DATE fiscal year 2019
first 3.12 Jump to 2018.399
    ORDINAL first
working for us one you know the 5.439 Jump to 2055.2
market share in 2021 globally was 5.919 Jump to 2072.24
    DATE 2021
actually up three tenths of a point um 5.679 Jump to 2075.2
    CARDINAL three tenths
sizes in the us 40 of the weight sizes 4.161 Jump to 2090.159
    CARDINAL 40
question uh direct to consumer is one of 5.921 Jump to 2221.119
fifth of our business i i you know we 7.04 Jump to 2234.0
    ORDINAL fifth
ended uh 21 at about 36 percent uh in 22 7.28 Jump to 2236.48
    CARDINAL 21
    PERCENT about 36 percent
    CARDINAL 22
we're going to grow that to about 40 and 5.52 Jump to 2241.04
    CARDINAL about 40
you know we're headed towards 60 4.88 Jump to 2243.76
    CARDINAL 60
consumer directed consumer has two major 4.8 Jump to 2248.64
    CARDINAL two
plans to open another 100 doors you know 4.96 Jump to 2257.44
    CARDINAL 100
have an app our app now is in nine 4.0 Jump to 2293.28
    CARDINAL nine
countries we want to take it to about 15 3.92 Jump to 2295.28
    CARDINAL about 15
26 percent so you know we are 5.601 Jump to 2319.839
    PERCENT 26 percent
year in um in 2021 we actually carved 6.161 Jump to 2350.079
    DATE 2021
revealed its 26th straight year of 4.321 Jump to 2433.359
    DATE 26th straight year
record net revenue fifth consecutive 4.961 Jump to 2435.839
    ORDINAL fifth
saying we could see as many as seven 5.04 Jump to 2460.319
    CARDINAL as many as seven
if there were say seven rate increases 4.56 Jump to 2476.72
    CARDINAL seven
four increase rate increases basically a 6.08 Jump to 2485.68
    CARDINAL four
100 basis point shock today to to 5.2 Jump to 2488.48
    CARDINAL 100
    DATE today
almost a quarter of a billion dollars 4.639 Jump to 2495.44
    DATE almost a quarter
rates seven rate increases 5.76 Jump to 2514.16
    CARDINAL seven
that it could handle seven rate hikes or 2.88 Jump to 2554.4
    CARDINAL seven
five or six 2.64 Jump to 2557.28
    CARDINAL five
well i think first of all today uh while 6.321 Jump to 2560.079
    ORDINAL first
economics 101. so uh you know i i 6.48 Jump to 2597.04
    CARDINAL 101
you know we all learned that i did 40 4.8 Jump to 2608.64
    CARDINAL 40
let's focus on the business for a second 3.52 Jump to 2618.72
    ORDINAL second
financial crisis in 2010 4.641 Jump to 2634.079
    DATE 2010
years this is that was your third 3.44 Jump to 2705.04
    DATE years
    ORDINAL third
off about seven percent from your highs 4.0 Jump to 2715.04
    PERCENT about seven percent
had 26 consecutive years of record 4.48 Jump to 2738.72
    DATE 26 consecutive years
basically under 10. so even though i 5.44 Jump to 2766.8
first or second year associates pulling 5.041 Jump to 2797.359
    ORDINAL first
    DATE second year
in a 150 000 base and and being promised 6.0 Jump to 2799.2
    CARDINAL 150
does it matter on two uh just staying on 4.401 Jump to 2855.839
    CARDINAL two
studio i am rather on the third floor of 5.04 Jump to 2944.16
    ORDINAL third