EYL’s 2026 Stock Picks
Earn Your Leisure
iHeartPodcasts
4.8 • 7.8K Ratings
🗓️ 6 January 2026
⏱️ 9 minutes
🧾️ Download transcript
Summary
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
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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 | So I'm going to start with the ones that are obvious that are in the portfolio that will |
| 0:08.4 | remain in the portfolio. |
| 0:09.6 | So TSM, we kind of highlighted that already. |
| 0:13.9 | AMD is still in the portfolio. |
| 0:15.8 | It will remain in the portfolio for 2026. |
| 0:19.1 | Meta. |
| 0:19.8 | And I'm going to stop on meta really quickly because I didn't |
| 0:22.8 | highlight it in the last class and I wanted to save it for the top of 2026. Meta is a very |
| 0:28.6 | interesting stock. We already know all the things in terms of social media and all of the assets |
| 0:35.7 | that it has. We talked about the spending the |
| 0:38.2 | cap-ex spend, but I think the most important spend that they had and it kind of |
| 0:42.2 | got overlooked was this two billion dollar acquisition of Manus. And so if that |
| 0:47.5 | happened over the time we were off, you probably overlooked it, probably like, |
| 0:53.7 | oh, doesn't you make, what are they doing? |
| 0:55.2 | I don't even know what that is. |
| 0:56.9 | So why is that important? |
| 0:58.6 | Well, meta has spent a lot of money. |
| 1:01.7 | For sure. |
| 1:02.9 | Part of it, uh, the problem and why we've seen the stock pull back is that |
| 1:07.2 | the spend hasn't equated to actually making money. |
... |
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