3 Stocks Set to EXPLODE in 5 Years
Earn Your Leisure
iHeartPodcasts
4.9 • 7.9K Ratings
🗓️ 22 February 2026
⏱️ 12 minutes
🧾️ Download transcript
Summary
They debate “top 3 long-term holdings” and then pivot into a bigger conversation about Tesla and humanoid robotics.
One side picks Amgen, Eli Lilly, and Google as a 5-year core because healthcare demand is steady, those companies “print money,” and Google adds durable tech exposure with less drawdown risk. The other side counters with Nvidia, Google, and TSM (and briefly considers Tesla as a high-upside 5-year bet).
From there, the discussion turns into a push-and-pull on Elon and Tesla’s pivot: supporters argue Tesla is really a software, robotics, and autonomy play and that Elon knows how to pick the next dominant category; skeptics argue it’s speculative, Tesla’s car business has weakened, politics could create backlash, and founders like Elon get more forgiveness (and access to capital) than most entrepreneurs.
They end by agreeing robotics is real and coming, especially for factory and repetitive work, but questioning the extreme forecasts like “hundreds of millions” of humanoid robots in the near term.
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Transcript
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| 0:00.0 | This is an IHeart podcast. |
| 0:02.6 | Guaranteed Human. |
| 0:04.3 | What's the top three long-term holdings? |
| 0:09.7 | I love this question and hate it at the same time. |
| 0:12.0 | I'm not going to give you two tech two index and I'm not going to say Apple and Microsoft. |
| 0:15.6 | If I have to start today, holding for five years. |
| 0:19.3 | If I have to pick three, mega cap. |
| 0:24.0 | One would be Amgen. |
| 0:28.2 | Two would be Lilly because of the tech exposure. |
| 0:32.1 | And three would be Google. |
| 0:35.0 | Those provide you almost little to no drawdown, regardless of what the economy is going |
| 0:40.1 | to do. Amgen and Lilly are going to print money, but especially Amgen. Amgen's like, I can't say |
| 0:46.5 | a baby Lily because they're different vocations, but the things that I loved about Lily, |
| 0:51.9 | they have the same thing. They're just not as great. |
| 0:54.2 | Like it's like Jordan and Kobe. |
| 0:56.1 | Like if I can put Jordan and Kobe on the same team, I'm good going to war with anybody. |
| 1:01.1 | So what you say you said Amgen? |
| 1:03.6 | Oh, you know, Amgen, Lily and Google are the three. |
| 1:07.2 | So those are your top, those are your top three? |
| 1:10.2 | If I had to start new today for like today |
| 1:12.7 | start out five years yeah yeah those are over invidia over Microsoft who you got before I say who you go |
| 1:20.3 | Nvidia Microsoft and srp Rashad said XRP. |
... |
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