# EYL’s 2026 Stock Picks

An episode of [Earn Your Leisure](https://invisiblenetwork.ai/podcast/1450211392), 6 Jan 2026, 8:26.

Audio: https://podtrac.com/pts/redirect.mp3/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8dbc4f54-a337-4481-9ef2-b355012b0a3d/60424b01-7edd-4036-bd43-b3ca01134734/audio.mp3?utm_source=Podcast&in_playlist=eac4c628-29cb-469a-b5c8-b355012b0a48

In this episode, Troy Millings and Ian Dunlap break down their top stock picks for 2026, highlighting key moves by giants like Meta, Nvidia, Google, and more. They dive deep into Meta’s overlooked $2 billion Manus acquisition, Nvidia’s groundbreaking purchase of Gronk for LPUs, and Google’s visionary plays with SpaceX and Samsung. Tune in for insights on why companies like TSM, AMD, Micron, Western Digital, GeV, Lily, Hood, and Visa remain core long-term holdings and how innovation in AI, chip manufacturing, and strategic partnerships are set to define the next wave of growth in tech investments. Whether you’re a seasoned investor or just starting out, this episode is packed with actionable analysis and fresh perspectives on the future of tech stocks. #TechStocks #AI #Nvidia #Meta #Google #Investing #StockMarket #TSM #Micron #AMD #SpaceX #Samsung #Manus #Grok #Portfolio #GrowthStocks #EYL See omnystudio.com/listener for privacy information.

## Transcript

[0:00] Speaker 1: So I'm gonna start with the ones that are obvious,
[0:02] Speaker 1: that are in the portfolio that will remain in the portfolio.
[0:05] Speaker 1: So TSM, we kind of highlighted that already am D
[0:10] Speaker 1: is still in the portfolio. It will remain in the
[0:12] Speaker 1: portfolio for twenty twenty six.
[0:14] Speaker 2: Meta.
[0:15] Speaker 1: And I'm gonna stop on Meta really quickly because I
[0:18] Speaker 1: didn't highlight it in the last class and I wanted
[0:20] Speaker 1: to save it for the top of twenty twenty six.
[0:23] Speaker 2: Meta is a very interesting stock.
[0:25] Speaker 1: We already know all the things in terms of social
[0:29] Speaker 1: media and all of.
[0:30] Speaker 2: The assets that it has.
[0:32] Speaker 1: We talked about spending the CAPEC spend, but I think
[0:35] Speaker 1: the most important spend that they had, and it kind
[0:37] Speaker 1: of got overlooked, was this two billion dollar acquisition of Mannas.
[0:42] Speaker 2: And so if that happened over the time we were off, you.
[0:47] Speaker 1: Probably overlooked it, probably like all that doesn't even make
[0:50] Speaker 1: What are they doing? I don't even know what that is?
[0:52] Speaker 1: So why is that important? Well, Meta has spent a
[0:56] Speaker 1: lot of money on shore. Part of it is the problem,
[1:00] Speaker 1: and why we've seen to stop pulled back, is that
[1:04] Speaker 1: the spend hasn't equated to actually making money, right, like
[1:08] Speaker 1: you have to yet Yeah, keyword. Yet the Mannus acquisition
[1:13] Speaker 1: changes all that. Right, It's like when Durant went to
[1:16] Speaker 1: the Warriors bro.
[1:17] Speaker 2: So what does what does Manus do?
[1:19] Speaker 1: They actually create AI agents that do real time work
[1:23] Speaker 1: like they do work now, right, and so why is
[1:26] Speaker 1: that important that? Because people were actually paying for those services,
[1:30] Speaker 1: and so you purchase a company that has revenue, now
[1:33] Speaker 1: you bring that revenue into your company.
[1:36] Speaker 2: Well, how much revenue were they doing? Well, Mannus was the.
[1:39] Speaker 1: First, and not the first, the fastest fastest company in
[1:42] Speaker 1: history to have one hundred million dollars of annual rate
[1:46] Speaker 1: of return one hundred million fastest ever. They saw what
[1:50] Speaker 1: they were doing, they said, look, we've spent a lot
[1:52] Speaker 1: of money, we have some debt, well a lot of
[1:54] Speaker 1: debt that we're building.
[1:55] Speaker 2: We need to get some revenue coming in.
[1:57] Speaker 1: Let's figure out an AI company that is actually making
[1:59] Speaker 1: money right now. Man, this was that they acquired it.
[2:02] Speaker 1: I think that was a huge deal. So Meta is
[2:05] Speaker 1: definitely on the list. We got GeV. We highlighted that
[2:09] Speaker 1: a few months ago.
[2:10] Speaker 2: Lily.
[2:10] Speaker 1: What you talked about ian hood we spoke about on
[2:13] Speaker 1: the last episode Visa and then I go into my
[2:16] Speaker 1: memory sector with Micron, and Micron is a company I've
[2:20] Speaker 1: been talking about for probably like I know, yeah, it's
[2:23] Speaker 1: tired of it now three years, three years. But you
[2:26] Speaker 1: know a lot of people are like, well, well Microns run,
[2:28] Speaker 1: is it over? I mean it went up two And
[2:33] Speaker 1: my answer is no. And here's why. When we think
[2:37] Speaker 1: about TSM and then manufacturing, Right, they're doing that for Broadcom,
[2:42] Speaker 1: they're doing that, for Google, they're doing f meta. Obviously
[2:45] Speaker 1: they're doing f in video and a m D. Right,
[2:48] Speaker 1: we're talking about GPUs and CPUs. But inside of that
[2:51] Speaker 1: component needs it needs to have memory, right, all of them.
[2:54] Speaker 1: I don't care if Google says they're doing TPUs, you
[2:57] Speaker 1: still need a memory component.
[3:00] Speaker 2: Now.
[3:00] Speaker 1: I know Samsung will play a role in that, and
[3:01] Speaker 1: we saw Samsung their numbers went up today, s k
[3:06] Speaker 1: highex right. This, this is the reason. If you look
[3:09] Speaker 1: at the history of what these tech CEOs are doing,
[3:14] Speaker 1: once a year they make a trip and they go
[3:16] Speaker 1: to South Korea to sit down and figure out how
[3:19] Speaker 1: they're going to get memory components. In fact, well I'll
[3:22] Speaker 1: save that for the next company, so that growth is
[3:25] Speaker 1: still going to happen. In fact, they're projecting a top
[3:28] Speaker 1: line growth of ninety three percent for the fiscal year
[3:30] Speaker 1: of twenty twenty six. So Micron remains on a list
[3:33] Speaker 1: as well as Western Digital and that kind of goes
[3:36] Speaker 1: into my send disk. So we got TSM and video.
[3:40] Speaker 1: We'll go that, AMD, Meta, Micron, GV, Lily Hood visa
[3:46] Speaker 1: Western Digital. Now in video, if you watched and I
[3:49] Speaker 1: know Ian you were watching it today, we saw Jensen
[3:51] Speaker 1: scs physical AI is a real thing. Physically I is
[3:56] Speaker 1: a real thing, and he went over it and in detail.
[3:59] Speaker 1: We can't run from that all the times. Vehicles are
[4:02] Speaker 1: real thing and they've been working on that and presentation
[4:05] Speaker 1: wasn't impressive, I think equally as impressive. And this happened
[4:07] Speaker 1: at that last week of December is their acquisition of Gron.
[4:11] Speaker 1: And we talked about this on people like what grog
[4:13] Speaker 1: isn't that what what Elon has? Well, same a different company.
[4:19] Speaker 2: The company was valued at six point nine billion.
[4:21] Speaker 1: Dollars six point nine they weren't even for sale, right
[4:26] Speaker 1: and Video offered them and they actually took it twenty billion,
[4:30] Speaker 1: so almost three times what the company was actually valued at.
[4:34] Speaker 1: Why they were finding mastery in an area that in
[4:39] Speaker 1: Nvidia wasn't finding mastery and that is language processing units LPUS.
[4:44] Speaker 1: So add that to your PUS, right, we talked about CPUs, GPUs, TPUs, XPUS,
[4:48] Speaker 1: LPUS language lot processing units, So those do it's a
[4:53] Speaker 1: different approach in the GPU. It's a different design and
[4:55] Speaker 1: it makes specific models. Right, So why I say let's
[5:00] Speaker 1: try to create when we have a cash load of money,
[5:03] Speaker 1: let's go acquire. And so they acquired Gronk. I thought
[5:06] Speaker 1: that was a very big acquisition. And video is still
[5:08] Speaker 1: going to be the lead in the GPU market. We
[5:09] Speaker 1: know that they talked about Rubin today, I mean.
[5:13] Speaker 2: Shipping out Oh my god.
[5:15] Speaker 1: Yeah, okay, but that isn't my number one company of
[5:18] Speaker 1: the year. My number one company is going to be Google.
[5:23] Speaker 1: You motherfuck, It's going to be Google. Well, on the
[5:26] Speaker 1: same page.
[5:28] Speaker 2: I got. So the TPU performance.
[5:32] Speaker 1: We've seen with Gemini, I mean Gemini has now rivaled,
[5:36] Speaker 1: if not passed open Ai for the time being in
[5:39] Speaker 1: terms of gbts and it's being powered by those tbus
[5:44] Speaker 1: So first thing, I think the SpaceX investment comes into
[5:47] Speaker 1: play this year, right.
[5:49] Speaker 2: The SpaceX investment is very important.
[5:51] Speaker 1: In twenty fifteen, when people weren't looking, they were like,
[5:54] Speaker 1: why are they investing in SpaceX. This company that is aerospace,
[5:59] Speaker 1: Well they had vision, Sundar has vision and the vision
[6:02] Speaker 1: is coming to life. Why we talked about this on
[6:04] Speaker 1: class right, when we think about that CAPEC spend for AI, Well,
[6:09] Speaker 1: there's a couple of places it goes.
[6:10] Speaker 2: Number one, it goes to infrastructure. Okay, Well, if.
[6:13] Speaker 1: We can't build here, can we build outer space? Well yeah,
[6:19] Speaker 1: we can send satellites out there.
[6:20] Speaker 2: Okay. Well the next thing that compounds is energy.
[6:24] Speaker 1: Well, it cost us energy here, liquid cooling, nuclear power plants,
[6:27] Speaker 1: all this infrastructure we got to put online. Well, if
[6:31] Speaker 1: we're not in this atmosphere, where do we get our
[6:35] Speaker 1: energy from the sun?
[6:39] Speaker 2: Right? So you got infinite energy, you got infrastructure.
[6:43] Speaker 1: The next thing is cooling, right, Like, these chips don't
[6:46] Speaker 1: work without liquid cooling. If you watch Jensen's presentation today
[6:49] Speaker 1: when he talked about that rubenship, he talked about the
[6:51] Speaker 1: liquid cooling that was inside, right, because it's necessary. If
[6:55] Speaker 1: it's not at that temperature, the chips will shut down,
[6:57] Speaker 1: they won't work. But out of space, you're talking about
[7:00] Speaker 1: a temperature that's stagnan, it stays remaining, it's cool. So
[7:04] Speaker 1: from that standpoint, now I look at the twenty fifteen acquisition.
[7:07] Speaker 1: I'm saying, oh my gosh, they're working with Tesla. There's
[7:10] Speaker 1: something here.
[7:10] Speaker 2: It's perfect. That's going to turn into a billion dollar investment.
[7:14] Speaker 1: We already know when SpaceX has its IPO at some
[7:18] Speaker 1: point this year, they'll add to the revenue for Google.
[7:21] Speaker 1: And then the last piece is this Samsung part. So
[7:26] Speaker 1: last year Samsung confirmed that they had they had Gemini
[7:31] Speaker 1: and forty no, four hundred million devices, right, four hundred
[7:35] Speaker 1: million Samsung devices had Gemini. They are projecting and have
[7:38] Speaker 1: confirmed that that number is going to double in twenty
[7:41] Speaker 1: twenty six. They're going to have Gemini in eight hundred
[7:44] Speaker 1: million devices. Why is that important? Well, you got Apple
[7:49] Speaker 1: already on your books, right, because you've already done the
[7:51] Speaker 1: deal with Surri. Anytime you do a search engine on
[7:53] Speaker 1: Apple and they renewed that that's going to be Google.
[7:57] Speaker 1: Now you've got Samsung, which is the other competitor, eight
[8:00] Speaker 1: hundred million devices that are going to be using your
[8:02] Speaker 1: Gemini product. You add that into it. It's like, okay,
[8:06] Speaker 1: I see what they've done here, right, you'd add all
[8:10] Speaker 1: those things up.
[8:13] Speaker 2: I'm taking they took away from and they took away
[8:17] Speaker 2: everything Apple should have done. Yeah, well we'll play it.
[8:24] Speaker 2: There you go, fellas,

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