Shadowing-Übung: They JUST Accidentally Revealed the Truth: The AI Bubble - Englisch Sprechen Lernen mit Video
Übungsmodus wählen
Jeder Modus öffnet einen Übungsraum im Vollbild.
389 Sätze
Wenn Sätze zu kurz oder zu lang sind, klicke auf Edit, um sie anzupassen.
1
a seven -fold surge in profit.
2
The results boosted hopes that profits can be sustained as AI developers build data centers, which drives demand for Mary Mary.
3
Joining us, Bloomberg Tech.
4
The SK Hynix earnings were crazy.
5
Let's go through a breakdown of not just the raw numbers.
6
Let's go past that.
7
Let's go into what they're saying about the entire AI build out of the earnings call
8
and do a quick summary of all of it.
9
I'm really excited about this because I think this is absolutely wild.
10
So the first thing that you've got to know is they do these things called LTAs.
11
They're long -term agreements.
12
And the whole reason they do this is because back in 2023 and many times in many cycles before that, I think 2014 was another one.
13
The dot -com bubble was another one.
14
They're these cycles where memory basically goes through a shortage, prices of memory go sky high,
15
and then all the memory manufacturers are like, you know, what we should do.
16
We should build more.
17
And then all of a sudden the underlying desire to, you know, buy more memory chips fades or slows or the growth rate slows.
18
Now all of a sudden you have a glut and you have overproduction, overcapacity, prices fall off a cliff.
19
That's what everybody's worried about with memory stocks.
20
And honestly, I've been a little bit of a poopy doopy bear since this summer on memory.
21
I'm like, this is a meme movement at this point.
22
I mean, it's kind of going up like GameStop at 400 bucks and you know it's like
23
Leo Fold came in
24
and turned off the buy button you know what I'm saying like the momentum just evaporated
25
and so we were not very excited about these plays going even into the Leo Fold
26
because we saw this as sort of a short -term trade
27
and you better have a trailing stop many times called out have a trailing stop
28
now what do we hear now because what we're hearing now is actually really optimistic for these memory plays.
29
What we're hearing is they're doing more of these five -year contracts with their customers.
30
And right now, over 50 % of all of SK Hynix's capacity,
31
the production that they can generate for 2027 and 2028 is going to long -term agreements.
32
Now that's actually really impressive.
33
That's great because it gives them some stability.
34
But what happens when those long -term agreements expire?
35
Well, then you could be left holding the bag, right?
36
But that's actually where things are getting fascinating here.
37
Look at this.
38
Customers are requesting longer -term collaborations based on our product roadmap and supply capabilities,
39
indicating that long -term agreements are evolving to strengthen customer relationships and business continuity.
40
Today, we have long -term agreements with 14 customers, including pretty much all of the major cloud service providers,
41
and we're proactively in discussions about extending those contract periods.
42
Now, why would they want to extend contract periods?
43
Doesn't that create more risk for a company like Google or Microsoft or Amazon or Anthropic or whatever, or NVIDIA or AMD?
44
Sure.
45
But take a look at what they're also doing.
46
They are building now custom memory chips.
47
So we already know that Marvell and Broadcom work with companies like Anthropic and OpenAI to make custom application -specific integrated circuits.
48
Those are called ASICs.
49
Remember when those were all the rage for mining Bitcoin?
50
They do one thing really well.
51
That stands in contrast with an NVIDIA GPU, which is like a workhorse.
52
What do you want me to do today, boy?
53
I got you.
54
You want me to do that?
55
I got you.
56
Okay, the ASIC's like, man, I push this button all day long, bro.
57
I just push the button.
58
And so if needs change, those ASICs can lose value very rapidly.
59
It's one of the reasons people pay a premium for an NVIDIA GPU or some of the AMD products.
60
Custom high bandwidth memory is very interesting because this is now suggesting,
61
hey, how about these memory companies come in and actually customize what individual customers want for their product.
62
Now, what we're seeing a lot of is spec changes at companies like NVIDIA, where we're saying, hey, do we really want so much memory
63
or should we despec and go with less memory because we don't necessarily need all the memory?
64
What you don't want is stranded memory.
65
You don't want to oversize a chip with so much memory
66
and you can't even operate all of what you're trying to run through a chip because the bandwidth is your bottleneck.
67
All right, if you bottleneck one flow, what do you need all the RAM for?
68
What do you need all the high bandwidth memory for?
69
So that's where SK Hynix is like, look, we'll do even longer term deals if you want.
70
We'll even customize the chips for you.
71
These things are very smart.
72
And the bull case in investing in these companies is A, they've gotten cheap.
73
B, is they're returning a lot of money, capital to shareholders.
74
We just saw at the beginning here, 45 billion expected to be returned to shareholders soon.
75
And they promise to return even more in the future.
76
But what's really fascinating is that these companies are trying to kill the boom and bust cycle for memory.
77
And that's where reading this is either really good
78
if you're a bull or
79
if you're interested in what's going on with the overall artificial intelligence space and frankly what's happening with the AI buildup.
80
This is a key read.
81
So let's go through some of the highlights for you.
82
So we expect to increase capital expenditures throughout 2027 significantly compared
83
to 2026 to expand the share of leading edge processes and ramp up our first fab in Youngin.
84
Okay, generally, when investors see, wait, you guys are going to increase capacity even more?
85
You're going to spend more money on CapEx?
86
When people see that, they get nervous.
87
They get nervous that, oh, you're definitely going to lead to an oversupply.
88
So they actually got asked specifically about oversupply.
89
And what they said was this.
90
They said, thank you for your question.
91
It is true that a company is pursuing medium and long -term investments to accommodate strong demand,
92
but more investment and more fabs does not necessarily mean more supply.
93
With a rising share of high -performance products like high -bandwidth memory,
94
which, keep in mind, that takes about two to five times as many wafers as DRAM.
95
Okay, just to be clear here, like, RAM is like your overall umbrella, okay, and DRAM is really what everybody wants right now,
96
so just consider that as like almost the umbrella product.
97
And then you can divide that into like DDR5, which could be like a server product,
98
or you could stack DRAM and turn it into high bandwidth memory.
99
The point is, the more you're using these advanced chip packages, the fewer chips you're actually putting out.
100
But you're putting out potentially better quality or more capable chips.
101
And so that's what they're trying to say here is like, hey, just because we might be able to produce more at more facilities,
102
we might be creating more complex chips, outputting them with finer technology.
103
And therefore, that actually restrains our potential total bid output.
104
Now, that's obviously their bullish point of view.
105
It's their company trying to pitch their own products and their own stock.
106
Obviously, I generally see earnings calls as a sales pitch for their own stock.
107
But this is a really good comparison or argument for the bulls.
108
It's basically saying, hey, guys, like, just because we're going to manufacture more doesn't mean, you know, we're going to oversupply.
109
Obviously, at some point, if the AI trade slows down,
110
you know, it's all going to go poopy -doopy and you're probably going to be in a recession.
111
But, you know, until that point, so far, the AI boom seems like it is crushing it.
112
Now, I want to show you CapEx and what's going on over here because some of these numbers and a chart, really, really interesting.
113
A very brief reminder, though, Reinvest One, the super intelligence and one terminal coming out in this Q4,
114
does have a coupon code expiring on Friday, October 30th.
115
Join before the price goes up and make sure you lock in your lifetime access to the alpha membership, the portfolio transparency, trade alerts,
116
reinvest stocks terminal, the homes terminal, the reinvest research terminal, all nine courses, the course member live streams, the agentic AI modules.
117
You can learn all about it over at reinvestone .com.
118
We'd love to see you there.
119
Get that lifetime access before Friday.
120
We have a price increase.
121
Okay.
122
Let's take a look at this chart because this is fascinating.
123
So this is the cash machine of SK Hynix.
124
So basically, their CapEx is going up.
125
That's a little purple box here.
126
Their CapEx, how much they're spending and investing, going up bigly.
127
I mean, you're seeing a massive increase in CapEx from last year.
128
However, their free cash flow is also exploding.
129
The full bar chart here is their operating cash.
130
The green is their free cash flow.
131
So even after their CapEx, they still have massive free cash flow.
132
And this is where they're saying, hey, we want to give a lot of money back via dividends or whatever to shareholders.
133
Now, obviously, that's a sales pitch to get people to buy the stock.
134
Duh.
135
That's what earnings calls are.
136
There's nothing wrong with that.
137
It's just always worth taking things with a grain of salt.
138
So let's keep going through here.
139
So yeah, here they talk about returning 50 % of free cash flow to shareholders, but also ramping CapEx.
140
The chart I just showed helps a lot.
141
So what's going on with AI demand? because there's been talk about pacing the AI buildout.
142
Is this talk about pacing the AI buildout going to, you know, crush the economy?
143
Where do we stay?
144
Oh, my gosh, we're going to slow down AI investments.
145
This is the only thing holding up GDP, which, in fairness, should do a quick check on GDP.
146
GDP's been doing really freaking well, okay?
147
A lot of that, obviously,
148
driven by these expenditures and these investments that we're seeing by some of the richest companies in the world.
149
Atlanta Fed real GDP estimated to be at 3 .3 % right now.
150
And that's actually come down from as high as 6 % earlier in this quarter.
151
Those are the estimates for the third quarter.
152
They come in very noisy at the beginning of the quarter,
153
and then they kind of settle out a little bit towards the end of the quarter because they collect more data.
154
So it's kind of like a real -time response to what they're seeing with data.
155
But anyway, regarding the pacing of AI, there are two main reasons why they think artificial intelligence momentum will continue.
156
I think this is so fascinating that you could literally open up an earnings call
157
and see exactly what the industry insiders are telling you is happening.
158
Take a listen to this.
159
First, we are seeing customers' AI investments actually leading to greater adoption of AI services, and they are producing business results.
160
With major hyperscale customers reporting year -on -year growth of 30 % to 80 % of their cloud revenue,
161
so growth of 30 % to 80 % on cloud revenue,
162
a substantial portion of which SK Hynex believes is because of the expansion of their AI business and their AI products.
163
You know what I like to do sometimes is I'll sort of just see and Google has been so left behind
164
Okay, but sometimes I don't know if I can pull it up right now,
165
but sometimes I'll just go into Google admin and I like to go see like hey, what are they charging for?
166
You know upgrades or like well, you know what what can you add to?
167
Users or seats or whatever and
168
so what you could do is you could actually kind of go into the back end
169
and see how they're trying to
170
upsell people licenses right so
171
if I go jump in right now yeah AI expanded access here I don't think
172
that any of this is pretty proprietary here I'll just make sense
173
this is what I like to look at I like to keep an eye on this
174
so I look at this for example and I'll see okay
175
so we don't have any more Google work workspace enterprise licenses that's fine but then I look at this AI expanded access.
176
I could go add to this email address AI expanded access for 24 bucks a month.
177
And then what they'll do with this is they'll pitch you,
178
oh, hey, you know, now you could use a better version of the chat bot on,
179
you know, Google chat or Google Gmail or whatever, or we'll let you have more usage, blah, blah, blah, whatever.
180
And they're really trying to integrate AI throughout a bunch of different components of the business.
181
Like here's how Google does it, for example.
182
They'll come in and say, expanded access will get you more queries per month, build and edit spreadsheets.
183
You could do more of them, build more canvases, generate more videos, more avatars, whatever.
184
You could get more thinking responses.
185
You could get more argon responses.
186
Look at this, up to 200 of their argon.
187
Now that's Gemini 4.
188
So, like, you don't pay for that license, you don't get Argonne.
189
It's kind of like their way of saying, hey, you want to pay for Fable?
190
Oh, you're gonna have to add it to, you know, your workspace seats.
191
And it's so easy to check the box and add it.
192
And when an industry does it per seat, that's where companies like Google print freaking money.
193
It's because somebody goes in there and goes, you know what, we're gonna enable this for everyone.
194
It's like GitHub, you know?
195
Yeah, it's like, oh yeah, let's enable that security feature, because everybody's worried about cybersecurity great that's gonna cost
196
you 10 bucks more per month per seat you know
197
we got thousands of people it gets really expensive really fast
198
so anyway like I see that happening that's definitely happening have your loved one child been affected by social media
199
Morgan Morgan can fight to help you if you
200
or your child spent years growing up on social media
201
and experienced serious mental health struggles you should hear this recently a jury ordered meta
202
and YouTube to pay millions for their role in designing and promoting addictive platforms.
203
They knew their apps could contribute to anxiety, depression, and body image issues, but did not share those risks while prioritizing profits.
204
The recent historic verdict underscores the consequences of those decisions.
205
Now, Morgan & Morgan is stepping up to hold these platforms accountable for the harm they cost.
206
Click the link in my bio to take a short quiz, and you may be entitled to a potential recovery of over $1 ,000.
207
It's quite easy to do.
208
Go to the link in the description, fill out the form for yourself or a loved one.
209
It's quick, easy, and you could recover a potential recovery of over $1 ,000.
210
More long -term contracts for large -scale enterprise AI solutions as well, while other cloud order backlogs have grown two to five -fold
211
year on year cloud order backlogs growing two to five fold
212
year on year is incredible cash flow will only improve they say across ai like this is
213
so damn bullish ai it is insane it is it i almost want to be bearish
214
because of how bullish it is because i'm generally a contrarian i'm the kind of guy
215
That's gonna be at a party, okay?
216
We'll be at a party with a Diet Coke.
217
Hey, you wanna buy real estate?
218
And then 20 people will be like, real estate, F that, we hate real estate.
219
Fine, I'm gonna buy more real estate.
220
And then it's probably gonna be the same thing next time there's a stock market crash.
221
Everybody's gonna be like, ew, stocks suck.
222
And we'd be like, hey guys, we should buy stocks.
223
Ew, leave.
224
I don't know, I just always seem to want to do the opposite it.
225
And so I feel bad almost that I am aligned
226
and in agreement with this bullishness because that is not part of jaded Kevin.
227
But this makes sense.
228
This is what we're seeing.
229
And I believe there has been a massive inflection in the last six months and how good AI is.
230
And I think that's the contrarian piece is that most people don't even notice it yet.
231
How good it's gotten.
232
It's scary.
233
AI sales and cashflow will only improve and will ease the current market concerns on the investment burden.
234
In fact, we're going to see more multi -site development, smaller or mid -sized data centers to bring power and data centers available more rapidly.
235
This is basically saying, look, rather than have like the giant Kevin O 'Leary facility that everybody's going to go protest outside of,
236
what if we just did 10 smaller ones and then we'll have fewer protests?
237
And if two of them get shut down by city permitting issues, no problem, we got eight of them.
238
We actually do the same thing at reinvest with ADUs.
239
You know, we'll do six ADU applications in hopes of getting three of them because, you know, California is retarded when it comes to building.
240
And so you just, you just go in knowing that, you know, uh, and that's okay.
241
You know, you underwrite, you always underwrite as if you are not going to be able to build.
242
And as long as your deal makes sense and pencils out, as long as assuming you're not going to get what you want from the city,
243
if you get what you want from the city, it's pure bonus.
244
I love that.
245
But anyway, so a single company adjusting its investment in the past could directly result in overall demand volatility.
246
However, today, because AI is rapidly broadening to sovereign AI, on -prem demand, non -tech companies investing in their own AI,
247
all of a sudden you no longer have this single company problem.
248
So in other words, in the past, and I've changed, I changed this yesterday.
249
Remember how I always say there are these two canaries?
250
Okay, canary one is the labor market.
251
Unchanged, labor market's a big problem.
252
But the second canary, I've historically said is anthropic and open AI.
253
But yesterday what I did is I actually changed that.
254
I said, no, I think that's wrong now.
255
I don't think they matter as much as they used to because you have competition from Microsoft, from Gemini, from Amazon, from SpaceX,
256
from Grok, you know, whatever.
257
And what's actually happening is you are seeing more diverse AI expenditures
258
that insulate the entire AI boom from volatility from one of the companies slowing down
259
or one of the companies having problems with financing or whatever.
260
Like, it's not just
261
Oracle, it's everyone, right?
262
It's no longer just one company that moves the whole market.
263
So I actually agree with that.
264
Okay.
265
Then they mentioned here that they're sold out through the rest of the decade,
266
that DRAM and high bandwidth volume for the next three years through 2029 is effectively sold out,
267
that their goal is to improve longer term demand visibility that can lead to stable revenue and earnings growth.
268
Yep.
269
That's the whole point of these long -term agreements.
270
We talked about the overproduction fear.
271
We talked about the custom chips.
272
They do mention that prices for HBM4 are expected to increase, and that long -term high bandwidth memory demand outlook remains unchanged.
273
Demand remains so strong that customers' volume requirements are more than double what we can supply today.
274
That's freaking insane.
275
Then over here, this is where they talk about next -gen chips.
276
This is where things get a little bit geeky.
277
So I'm not going to go really crazy on this but basically right now they use a technology called a 6F.
278
Okay.
279
This has to do with, uh, the, the measurement of the chip technology that they do.
280
And the smaller they go, the more they can put memory cells on chips and potentially, uh, the, the more, you know,
281
you could charge for it.
282
But the problem with that is they say there's a risk to going to 4F right now, because you might have yield issues.
283
You could have reliability issues.
284
You could have competitiveness issues, like cost competitive initiatives.
285
So what we're going to do instead is we're going to focus on what we do really well, which is smart for a business.
286
We're going to focus on the 6F structure.
287
We're going to maximize our potential income from the 6F structure.
288
That's what we're going to focus on.
289
And we'll scale when the time is right.
290
So we're going to kick the can down the road a little bit on that.
291
Keep in mind that this company is both a DRAM play and a NAND play,
292
which is very interesting because I personally have this thesis that DRAM is going to explode in supply, which...
293
They counter -argue and say, yes, that might be true,
294
but we might net have fewer products out because we're adding more DRAM to high bandwidth memory or whatever.
295
We're increasing stack sizes potentially or whatever.
296
But they're also a NAND play.
297
21 % of their income comes from NAND.
298
Now, this gets confusing to people.
299
So NAND, the way to think about it is NAND is just, this is all storage.
300
When you hear NAND, when you hear SSD, when you hear NVMe, just think storage.
301
Okay, storage is different from RAM.
302
DRAM, high bandwidth memory, you're under the umbrella.
303
DDR5, right?
304
Those are all under the memory umbrella.
305
NAND, SSD, NVMe, one little category.
306
It's all basically storage.
307
NAND is the actual memory cell technology.
308
Then you've got SSD, which is the finished product.
309
That's what you buy.
310
The NVMe is what plugs in through your PCI port and the communication between those, blah, blah, blah.
311
The point is, this company actually does both.
312
I am bullish on NAND because I talked about this even before I read this.
313
I'm like, dude, I'm finding that these computers where I run agents on, if they don't have a good SSD,
314
they get bogged down, they shut down, they basically blow up.
315
If you're trying to push them to the limits too much.
316
Because I think what's happening with agents today is they're offloading more of this memory to your SSD
317
and not really telling you about it.
318
It's happening in the back end and it's crushing some of the weaker computers.
319
and it's actually making the case for like, oh yeah, I'm just going to go buy Apple Neos and run chatbots on them.
320
Not a good idea.
321
You need better computers.
322
You know, like for example, I got an M4 Max right here, a laptop, and I could run agents on this guy all day long.
323
But those other guys are just going to start smoking.
324
But what's happening here is they actually talk about how this is going to happen more and more,
325
where basically you're going to see NAND demand increase as AI inference demand increases.
326
So you could really store
327
some of that cash off of memory because you can't keep it in memory
328
because you're just going to saturate your memory and then you're going to be memory locked.
329
So this, I have to say, this is probably, and I know this was a lot,
330
and we're going to do a valuation on them in just a moment.
331
This was probably one of the most bullish earnings calls that I've ever read.
332
And I've read a lot of freaking earnings calls.
333
Okay, I put myself to sleep reading earnings calls sometimes just thinking about reading the early skull
334
But but yeah this this was incredible
335
so SK Hynix 10 out of 10 for giving us insight into this boom is nowhere near done now
336
What I do want to do is grab the SK Hynix evaluation now these are 80 hours
337
So I have to be a little careful with how we do these
338
But we're gonna pull the valuation here. So
339
uh let's see a SK HY okay okay
340
so SK Hynix is up and what we're looking at is their forecast earnings per share
341
and then their expected growth rate
342
so right now earnings per share are expected to come in and let's go ahead and change this all to US dollars.
343
Remember, this is a foreign company, so everything's going to be in Korean Hwan.
344
So we're looking for EPS adjusted of 270 Dallajas.
345
Now, let me just double check.
346
The ratio is 10 to 1.
347
So you need to divide EPS by 10.
348
This is where it gets complicated.
349
I need to fact check me on this.
350
But you need to divide EPS projections by 10.
351
So that means one to get to an ADR.
352
163 divided by, sorry, yeah, divided by 27, basically.
353
162 .73, that's the stock price right now, divided by 27 .1, we'll call it, six.
354
This is trading for a six PE ratio right now.
355
This is insane because people think these things are going to roll over and fall off a cliff.
356
And honestly, the analysts are pricing that in too there's a big negative year in 2029 that they're forecasting,
357
but then they go back to growth in 2030.
358
The analyst expectations are just looney tunes right now.
359
But anyway, 2027, we expect 35 % growth, 22 % growth minus 18 % growth, and then 28, or sorry, 38 % growth.
360
Let me do that math one more time to make sure I got it right.
361
3522 minus 18 plus 3895.
362
Yep.
363
Divided by four.
364
We're expecting a 19 % growth on average for EPS.
365
Honestly, I think they'll probably do better than that.
366
They're trading for a 6 %...
367
P .E ratio divided by 19.
368
Dude, this is trading for a point three peg.
369
This has been so discounted for cyclicality.
370
It's insane.
371
I want to be clear.
372
I don't own any memory or storage place, but I have to say your boy is salivating.
373
The only thing that gets me more excited about that is you checking out reinvestone .com
374
We did have a great options trade that we closed out on a sold put today,
375
which that was up about 40 % So we're really excited about that.
376
I'd love to see you there.
377
And once you join, you get that lifetime access.
378
If you like that video, check this one out.
379
I think you're going to love it.
380
Why not advertise these things that you told us here?
381
I feel like nobody else knows about this.
382
We'll try a little advertising and see how it goes.
383
Congratulations, man.
384
You have done so much.
385
People love you.
386
People look up to you.
387
Kevin Paffrath there, financial analyst and YouTuber.
388
Meet Kevin.
389
Always great to get your take.
App herunterladen
Alles, was du zum fließenden Sprechen brauchst
KI-AussprachebewertungJeder Satz bewertet
IPA-TrainingJeden Laut meistern
WortschatzBaue deinen Wortschatz auf
VokabelspielSpielend lernen
FOR YOU
Empfohlenes Video
C141 Sätze
No, Really — Is A.I. a Bubble? | The Ezra Klein Show
Daily ConversationUniversity StudentsWorking Adults
C12
283 Sätze
Why Memory Prices Are Crazy High
Daily ConversationUniversity StudentsWorking Adults
C12
90 Sätze
Did Google just dethrone OpenAI and Anthropic?
Daily ConversationUniversity StudentsWorking Adults
C11
407 Sätze
Why AI Tokens are so Expensive - Computerphile
Daily ConversationUniversity StudentsWorking Adults
C11
71 Sätze
Did the AI bubble just pop?
Daily ConversationUniversity StudentsWorking Adults
C12
74 Sätze
How AI is helping brands identify consumer trends faster
Daily ConversationUniversity StudentsWorking Adults
C11
358 Sätze
It’s not just you
Daily ConversationUniversity StudentsWorking Adults
C11
462 Sätze
Expensive RTX 5090 for LLMs? NO. Use This Instead. (Tesla V100 SXM2 + Z8 G4, #RACERRRZ)
Daily ConversationUniversity StudentsWorking Adults
C13
117 Sätze
Why The AI Boom Is Reshuffling The Global Stock Market Hierarchy
Daily ConversationUniversity StudentsWorking Adults
C11
510 Sätze
Inside the secret race to build artificial intelligence | The Gray Area
Daily ConversationUniversity StudentsWorking Adults
C13
246 Sätze
$15 Trillion Money-Making Machine | How BlackRock Became Too Powerful to Ignore
Daily ConversationUniversity StudentsWorking Adults
C11
315 Sätze
How Disruptive Will Generative AI Be? A Micro-Level Analysis of Evidence and Expectations
Daily ConversationUniversity StudentsWorking Adults
Wortschatz und Sprechhinweise zu dieser Lektion
Diese Sprechübung basiert auf dem Video „They JUST Accidentally Revealed the Truth: The AI Bubble“. Dieses Video enthält 389 Sätze und 4527 Wörter zum Nachsprechen. Der gesprochene Teil dauert 25:59. Der Sprecher spricht in natürlichem Tempo, etwa 174 Wörter pro Minute, ähnlich wie im Alltagsgespräch. 82 % der Wörter gehören zu den 3.000 häufigsten im Englischen; den Rest solltest du dir vor dem Üben ansehen.
Wichtiger Wortschatz in diesem Video
15 lernenswerte Wörter aus dem Video, mit Aussprache und Bedeutung:
| Wort | Aussprache | Bedeutung |
|---|---|---|
| chip Substantiv | /t͡ʃɪp/ | Splitter, Span |
| earnings Substantiv | Einkommen, Verdienst | |
| bandwidth Substantiv | /ˈbændwɪdθ/ | Bandbreite |
| divide Verb | /dɪˈvaɪd/ | aufteilen, teilen |
| cloud Substantiv | /ˈklaʊ̯d/ | Wolke, Gewölk |
| expand Verb | /ɪkˈspænd/ | expandieren, vergrößern |
| fold Verb | /ˈfəʊld/ | falten, falzen |
| chart Substantiv | /t͡ʃɑɹt/ | Karte |
| custom Substantiv | /ˈkʌstəm/ | Brauch, Gewohnheit |
| pitch Substantiv | /pɪt͡ʃ/ | Wurf |
| insane Adjektiv | /ɪnˈseɪn/ | wahnsinnig, verrückt |
| boom Verb | /bum/ | dröhnen |
| terminal Substantiv | /ˈtɚmɪnəl/ | Terminal |
| umbrella Substantiv | /ʌmˈbɹɛl.ə/ | Schirm, Regenschirm |
| shareholder Substantiv | /ˈʃɛəˌhəʊl.də(ɹ)/ | Aktionär, Aktionärin |
Phrasal Verbs, die du hören wirst
| Wort | Aussprache | Bedeutung |
|---|---|---|
| go up Verb | hinaufgehen, steigen | |
| slow down Verb | verlangsamen | |
| put out Verb | rausbringen, raussetzen | |
| shut down Verb | herunterfahren | |
| sold out Adjektiv | ausverkauft | |
| blow up Verb | sprengen, explodieren | |
| check out Verb | überprüfen | |
| fill out Verb | /fɪl ˈaʊt/ | ausfüllen, eintragen |
Sätze zum Wiederholen
Kurze, vollständige Sätze aus dem Video, die du im Alltag wiederverwenden kannst:
- What do you want me to do today, boy?
- You want me to do that?
- What you don't want is stranded memory.
- What do you need all the high bandwidth memory for?
- Hey, you wanna buy real estate?
Grammatik in diesem Video
Die Strukturen, die der Sprecher am häufigsten verwendet, mit den genauen Worten aus dem Video:
| Struktur | Im Video |
|---|---|
| Present Perfect have/has + Partizip Perfekt – eine vergangene Handlung, die jetzt noch wichtig ist | I've been · they've gotten · there's been |
| Passiv be + Partizip Perfekt – wichtig ist, was geschieht, nicht wer es tut | can be sustained · could be left · are called |
| Relativsätze who / which + Satz – eine Zusatzinformation über eine Person oder Sache | GPU, which is · well, which is · SSD, which is |
Aussprache, auf die du achten solltest
Der Sprecher verwendet 125 Kurzformen und abgeschwächte Formen, zum Beispiel we're, you're, they're. Sprich sie in der kurzen Form, so wie du sie hörst.
- Die „th“-Laute: bandwidth /ˈbændwɪdθ/, mathematics /mæθ(.ə)ˈmæt.ɪks/, thesis /ˈθisɪs/, strengthen /ˈstɹɛŋ(k)θən/, anthropic /ænˈθɹɒp.ɪk/
- Die Laute „sh“ und „zh“: shareholder /ˈʃɛəˌhəʊl.də(ɹ)/, potentially /pəˈtɛnʃ(ə)li/, ratio /ˈɹeɪ.ʃoʊ/, crush /kɹʌʃ/, artificial /ˌɑː.tɪˈfɪʃ.əl/
- Lange Wörter – auf die Betonung achten: potentially /pəˈtɛnʃ(ə)li/, expenditure /ɛkˈspɛndɪt͡ʃə/, necessarily /ˌnɛs.əˈsɛɹ.ə.li/, artificial /ˌɑː.tɪˈfɪʃ.əl/, momentum /ˌmə(ʊ)ˈmɛntəm/
Laute, die Deutschsprachigen schwerfallen:
- /w/ — mit runden Lippen, nicht wie das deutsche „w“ (/v/): bandwidth /ˈbændwɪdθ/, nowhere /ˈnoʊ.(h)wɛɹ/, consequence /ˈkɑn.sɪ.kwəns/, weaker /ˈwikɚ/, quiz /kwɪz/
- Stimmhafter Auslaut — /b/, /d/, /g/, /z/, /v/ am Wortende nicht verhärten: divide /dɪˈvaɪd/, cloud /ˈklaʊ̯d/, expand /ɪkˈspænd/, fold /ˈfəʊld/, enterprise /ˈɛntəˌpɹaɪz/
- /æ/ — offener als „ä“: bandwidth /ˈbændwɪdθ/, expand /ɪkˈspænd/, rapidly /ˈɹæpɪdli/, analyst /ˈænəlɪst/, stack /stæk/
So übst du mit diesem Video
- Höre dir das ganze Video einmal an, ohne zu sprechen, und notiere die Wörter, die du nicht kennst.
- Beginne mit 0,75-facher Geschwindigkeit, sprich Satz für Satz nach und wechsle zur normalen Geschwindigkeit, sobald es leichtfällt.
- Nimm dich auf und vergleiche mit dem Original; achte dabei auf Wörter wie chip, earnings, bandwidth.
Was ist die Shadowing-Technik?
Shadowing ist eine wissenschaftlich fundierte Sprachlerntechnik, die ursprünglich für die professionelle Dolmetscherausbildung entwickelt und durch den Polyglotten Dr. Alexander Arguelles populär gemacht wurde. Die Methode ist einfach aber wirkungsvoll: Du hörst englisches Audio von Muttersprachlern und wiederholst es sofort laut — wie ein Schatten, der dem Sprecher mit nur 1–2 Sekunden Verzögerung folgt. Anders als passives Hören oder Grammatikübungen zwingt Shadowing dein Gehirn und deine Mundmuskulatur, gleichzeitig echte Sprachmuster zu verarbeiten und zu reproduzieren. Studien zeigen, dass es Aussprachegenauigkeit, Intonation, Rhythmus, verbundene Sprache, Hörverständnis und Sprechflüssigkeit signifikant verbessert — was es zu einer der effektivsten Methoden für die IELTS Speaking-Vorbereitung und reale englische Kommunikation macht.