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EYL’s 2026 Stock Picks · Earn Your Leisure

• 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,