Elon Musk’s Stock Picks

0:00This is an iHeart Podcast. Guaranteed Human.

0:32aka neurolinguistic programming. Is it a self-help miracle? A shady hypnosis scam? Or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Run a business and not thinking about podcasting? Think again. More Americans listen to podcasts, then add supported streaming music from Spotify and Pandora. And as the number one podcaster, iHeart's twice as large as the next two combined. Learn how podcasting can help your business. Call 844-844-iHeart. A new year doesn't ask us to become someone new. It invites us back home to ourselves. I'm Mike De La Rocha, host of Sacred Lessons, a space for men to pause, reflect, and heal.

1:11This year, we're talking honestly about mental health, relationships, and the patterns we're ready to release. If you're looking for clarity, connection, and healthier ways to show up in your life, Sacred Lessons is here for you. Listen to Sacred Lessons with Mike De La Rocha on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This is Dr. Jesse Mills, host of the Mailroom Podcast. Each January, men promise to get stronger, work harder, and fix what's broken. But what if the real work isn't physical at all? I sat down with psychologist Dr. Steve Poulter to unpack shame, anxiety, and the emotional pain men were never taught how to name.

1:47Part of the way through the valley of despair is realizing this has happened, and you have to make a choice whether you're going to stay in it or move forward. Our two-part conversation is available now. Listen to The Mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows.

2:26the year with confidence, listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This episode is brought to you by PNC Bank. A lot of people think podcasts about work are boring, and sure, they definitely can be. But understanding a professional's routine shows us how they achieve their success little by little, day after day. It's like banking with PNC Bank. It might seem boring to save, plan, and make calculated decisions with your bank, but keeping your money boring is what helps you live a more happily fulfilled life. PNC Bank, brilliantly boring since 1865.

3:05Brilliantly boring since 1865 is a service mark of the PNC Financial Service Group, Inc. PNC Bank, National Association, member FDIC. Let's talk about Elon Musk. He was asked recently, you know, if he, if like what stocks he's into and he was like, you know, he doesn't really invest in stocks too much. I mean, it would make sense. The richest person in the world. He was like, you know, he just focused on building his companies. Then when his companies become public, then he owns a lot of stocks in that company, which is Tesla, which will soon be SpaceX, which will soon be, you know, a variety of different companies that he has involvement with.

3:46But he said, if he did, if he did, you know, if he were looking at the landscape and he were to pick two stocks, he said it would be Google. My baby. He said Google's done a tremendous job as far as where they're going to be in the AI race. And then he said NVIDIA is inevitable. You can't get around NVIDIA. That's just like a no-brainer. Yep. So he spoke about Google and he spoke about NVIDIA as far as like if he was to actually be in the stock world, those would be the two companies that he would have confidence in investing in. What are your thoughts on that? It's the other side of wealth building that people don't talk about publicly, but I love that we have this show so we can.

4:30If you can build something that goes up 150 ,000 % of return or 700 ,000%, it's better to put all of your tangible time into building an asset. There are certain people who are asset drivers and GDP drivers, regardless of political dispersion. He is one of them. So if I can build a SpaceX, Starlink, I think is the darling of the portfolio, probably best company there. Tesla, we already know, story tradition at PayPal Mafia, if I can build things that go up 15 ,000 X, it's much better to build the thing and then get the value. If you can't do that, then you have to invest in, because I always say, if you're an entrepreneur, are you better than Tim Cook, Elon Musk?

5:23Now we got to throw Sam Altman, even though he's having some issues, right? Are you better than the top 10 CEOs. He's better than a lot of the top 10. Therefore, he should focus on wealth building by building a company. And even if you're not, you have to build a business in combination. Now, I've been telling this to podcasters. We're talking about it Wednesday. A lot of streamers and podcasters are going out of business. A lot of rappers too. They wouldn't have though, I've told 200 people the strategy, four executed. You have to invest in the media companies that you're uploading and using your services through.

5:58Most don't do it. And there's a tale of two media broadcasters, one that does and one that doesn't. There's not as much, there's too much saturation in some of these markets. So people are going out of business, but you have to build a business and then invest. It's the only blueprint. It's the only blueprint. And I love the honesty of the answer because one of the things that most wealth builders don't tell you is how they build that rocket ship, no pun intended, to generate wealth for themselves regardless of what the market is doing. Yeah. I always tell people, listen, you got to study the movements, follow the money.

6:34Study the movements, follow the money. Last week, I talked about Jensen and him sitting down and having this conversation. To his right was Elon Musk. No surprise when Elon asked, you ask him what two companies are going to be prominent. It's going to be those two. We obviously know what Nvidia is going to mean to the economy. We already know what it means now. We can see where it's headed. We can see that Google has made an imprint here. But when you listen to Sundar speak, the CEO of Google, he said something very interesting last week. And he was talking about power, right? XAI uses the GPUs.

7:11They're thinking about maybe their partner to use CPUs from Google. But that wasn't the thing that really caught my attention. They weren't talking about data centers here on Earth. They're talking about putting data centers in space. Elon or Sundar? Sundar. Yeah. So now when I'm listening to Google and I'm thinking to myself, they're going to do data centers in space because they can use the solar power. I'm like, oh, man, this is different. Well, I'm thinking, well, how will they get space exploration? That's not really a division that they're really focusing on. And then I'm starting to hear.

7:44Partnership. Right? You start putting these tea leaves together, right? Who has mastered space exploration? Who has that division? Who has a company? Well, isn't that what SpigSats is doing when we talk about the satellites that are already orbiting the Earth? We covered that in a very great extent. And I'm like, oh, this is where they're going. So start watching those tea leaves. When these CEOs start talking about each other and they're starting to praise each other, it's for a great reason. Partnerships are happening, whether we know about them or not. They're already looking toward the future.

8:15when I'm looking at, we're just trying to figure out how they're going to power the data so that it's here on Earth, right? Like we've talked about Meta in Louisiana. We've talked about - New year, new goals. And in this economy, a better money plan is more necessary than ever. I am Matt. And I'm Joel. We are from the How to Money podcast. And every week we help you to spend smarter, save more, and make sense of what's going on out there. If you want 2026 to be the year you finally feel in control of your money, we're here to give you the tools and advice to help you make it happen. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

8:53What if mind control is real? If you could control the behavior of anybody around you, what kind of life would you have? Can you hypnotically persuade someone to buy a car? When you look at your car, you're going to become overwhelmed with such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. NLP, aka Neuro Linguistic Programming, is a blend of hypnosis, linguistics, and psychology. Fans say it's like finally getting a user manual for your brain.

9:29It's about engineering consciousness. Mind Games is the story of NLP, its crazy cast of disciples, and the fake doctor who invented it at a New Age commune and sold it to guys in suits. He stood trial for murder and got acquitted. The biggest mind game of all? NLP might actually work. This is wild. Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Run a business and not thinking about podcasting? Think again. More Americans listen to podcasts than ad-supported streaming music from Spotify and Pandora. And as the number one podcaster, iHeart's twice as large as the next two combined.

10:09So whatever your customers listen to, they'll hear your message. Plus, only iHeart can extend your message to audiences across broadcast radio. Think podcasting can help your business? Think iHeart. Streaming, radio, and podcasting. Let us show you at iHeartAdvertising.com. That's iHeartAdvertising.com. A new year doesn't mean erasing who you were. It means honoring what you've survived and choosing how you want to grow. It means giving ourselves permission to feel what we've been holding and knowing that it's okay to ask for help. I'm Mike Dallarocha, host of Sacred Lessons. This podcast is a space for men to talk openly about mental health, grief, relationships, and the patterns we inherit, but don't have to repeat.

10:54Here, we slow down. We listen. We learn how vulnerability becomes strength and how healing happens in community, not in isolation. If you're ready to let go of what no longer serves you and step into the year with clarity, compassion, and purpose, Sacred Lessons is your companion on your healing journey. Listen to Sacred Lessons with Mike DeLaRocha on America's number one podcast network, iHeart. Follow Sacred Lessons with Mike DeLaRocha and start listening on the free iHeart radio app today. Hey there, this is Dr. Jesse Mills, director of the men's clinic at UCLA Health and host of the Mailroom podcast.

11:34Each January, guys everywhere make the same resolutions. Get stronger, work harder, fix what's broken. But what if the real work isn't physical at all? To kick off the new year, I sat down with Dr. Steve Poulter, a psychologist with over 30 years' experience helping men unpack shame, anxiety, and emotional pain they were never taught to name. In a powerful two-part conversation, we discuss why men aren't emotionally bulletproof, why shame hides in plain sight, and how real strength comes from listening to yourself and to others. Guys who are toxic, they're immature, or they've got something they just haven't resolved.

12:08Once that gets resolved, then there comes empathy and some compassion. If you want this to be the year you stop powering through pain and start understanding what's underneath, listen to The Mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows. all these in the these these data centers in the midwest we've talked about uh the fabs that tsm is put in arizona now they're thinking like hey we we we got this covered where's the next space and that's going to be that's going to be orbiting the planet so interesting that he says those two companies and then somebody said well what because ian said what content creators to invest in the companies that they upload content to and then somebody in chat said which which would be with a question mark.

12:53So Google, because Google owns YouTube, Meta, Meta, because Meta owns Instagram and Facebook. Yes, and Apple created the iPod. It literally created podcasting from the term iPod. Yeah. Sometimes it's just hidden in plain sight. Yeah. I mean, it's solid. This has been, always been the the Google case, which is why we have to have Google in the portfolio. I remember we had these in-depth conversations. I'm like, yeah, it's got to be. YouTube is, yes, it leads it, but they still have the cloud business, and now you can see what they've done inside the AIB, and they're not done. They're just getting started.

13:42The partnerships are going to start to increase, which is why we said, like, hey, TPU, GPU, I, it don't matter. They're going to be power. Google are five. Yeah. Google in five. I owe you. It don't matter. It don't matter, right? It's going to need power. And the other thing that is going to need is storage. So that's why we always talk about memory, memory, memory, because it still needs the brains to the operations, which is going to store all that data. And it also speaks to the importance of investing in ETFs. So, I mean, Google has an individual stock, but invest with Invesco, QQQ. We talked about that.

14:18We put a tweet out last week where it's$10 ,000 in NVIDIA, If you would have invested$10 ,000 in NVIDIA 10 years ago, right now it would be worth$10 million,$10.3 million. So the first thing that people will say was like, well, who knew NVIDIA 10 years ago was going to be what it is now? But okay, with that said, if you would have put$10 ,000 in QQQ 10 years ago, it would be$43 ,000. Now, if you put$10 ,000 in XLY 10 years ago, it would be$31 ,000. If you put$10 ,000 in SPY, it would be$28 ,000. So even with quote unquote safe investments over the last 10 years, you would have quadrupled, tripled or at the very least doubled your money by investing.

15:01And so, yeah, I mean, the individual. But if you don't think that technology is going to continue to move the economy forward. Where have you been? Yeah, the economy forward. Where have you been? And 94 percent of those are flat or slightly underwater. if you look at inflation another thing you have to look at is net margin google microsoft apple matter all have amazing margins so and i saw the comment earlier what a brother said you have to be a nerd to want to tune in no they trick us to thinking that you need to be a nerd to know how money moves when we move the market for a bunch of companies you don't have to be a nerd you just have to want to hear elevated conversations quarter zips and matcha why wouldn't you I too used to debate rap for endless hours on it it doesn't matter but at some point in time I realized that I needed to make money to support myself and my family because Kaiser and all them putting their money right even in music conversations all those benefit Spotify Apple and the social media platforms matter those are tech businesses but they're not valuated like tech businesses so they can rob the artist and inflate the value of the tech companies.

16:17But I feel like they are though. I mean, they are, they just not value them as such. Right, right. Because all of them have the tech component, which is when we talk about valuation and we didn't have this conversation in private, but like that value, I'm like, well, what are the ingredients? Like what are the things to get the highest multiple? And everybody that we talked to is like, what's the tech component that you have in the business? Right, do you have an app? Do you have, what's the user base? What's the retention? like all those numbers come to matter so much and we don't think we just think like hey we're going to use the app we're going to listen to music no average watch time you think future doesn't have a longer watch time than a 15th best ai company i would debate that but they value it as a certain thing same thing with the classification of stocks everyone doesn't get tech classification some go into communications i'm going consumer discretionary because it lowers what the valuation could be.

17:13Yeah. That's what you said. When we think Google, we're thinking, oh, that's a tech stock, right? But if you look at Spiders Fund, it's not inside of XLK. Yep. Amazon's not inside of XLK. It's crazy. Earners, what's up? You ever walk into a small business and everything just works? Like the checkout is fast, the receipts are digital, tipping is a breeze, and you're out the door before the line even builds. Odds are they're using Square. We love supporting businesses that run on Square because it just feels seamless, whether it's a local coffee shop, a vendor at a pop-up market, or even one of our merch partners.

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19:08Can you hypnotically persuade someone to buy a car? When you look at your car, you're going to become overwhelmed with such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, a.k.a. neurolinguistic programming. Is it a self-help miracle? A shady hypnosis scam? Or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. A new year doesn't ask us to become someone new.

19:46It invites us back home to ourselves. I'm Mike Della Rocha, host of Sacred Lessons, a space for men to pause, reflect, and heal. This year, we're talking honestly about mental health, relationships, and the patterns we're ready to release. If you're looking for clarity, connection, and healthier ways to show up in your life, Sacred Lessons is here for you. Listen to Sacred Lessons with Mike Delaroach on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Hey, it's Joel. And Matt. From HowToMoney. If your New Year's resolution is to finally get your finances in shape, we've got your back.

20:21Prices, they're still high, and the economy is all over the place. But 2026 is the year for you to get intentional and make real progress. That's right. Each week we break down what's happening with your money, the most important issues to focus on, and the small moves that make a big difference. Kick off the year with confidence. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This is Dr. Jesse Mills, host of the Mailroom Podcast. Each January, men promise to get stronger, work harder, and fix what's broken. But what if the real work isn't physical at all?

20:54I sat down with psychologist Dr. Steve Poulter to unpack shame, anxiety, and the emotional pain men were never taught how to name. Part of the way through the valley of despair is realizing this has happened, and you have to make a choice whether you're going to stay in it or move forward. Our two-part conversation is available now. Listen to The Mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows. Hello, hello, all my people. What's up? It's Questlove. Recently, I had the opportunity to sit down with the one and only A$AP Rocky. He reflects on his journey from Harlem roots to global icon status and discovering the hip-hop origin of his name.

21:32The ledge was on the TV. Rakim had the bucket hat Kangol join on. Pops is like, that's Rakim. That's who you named after. I just, damn the f*** I swear. Listen to the Questlove show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This is an iHeart Podcast. Guaranteed human.