EYL’s 2026 Stock Picks

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1:56Not a team who ain't going to the playoffs. The Chiefs. It's time to rebuild. Listen to Broken Play with Nav Green from the Black Effect Podcast Network on the iHeart Radio app, Apple Podcasts, or wherever you get your podcast. So I'm going to start with the ones that are obvious, that are in the portfolio, that will remain in the portfolio. So TSM, we kind of highlighted that already. AMD is still in the portfolio. It will remain in the portfolio for 2026. Meta. and I'm going to stop on Meta really quickly because I didn't highlight it in the last class and I wanted to save it for the top of 2026.

2:31Meta is a very interesting stock. We already know all the things in terms of social media and all of the assets that it has. We talked about the spending the CapEx spend, but I think the most important spend that they had and kind of got overlooked was this$2 billion acquisition of Manus. And so if that happened over the time we were off. You probably overlooked it. Probably like, oh, what are they doing? I don't even know what that is. So why is that important? Well, Meta has spent a lot of money. For sure. Part of it, the problem, and why we've seen the stock pull back, is that the spend hasn't equated to actually making money.

3:15Yet. Yet. Keyword, yet. the manis acquisition changes all that right that's like when durant went to the warriors bro so what is what does manis do they actually create ai agents that do real-time work like they do work now right and so why is that important that because people were actually paying for those services and so you purchase a company that has revenue now you bring that revenue into your company well how much revenue were they doing well manis was the first and the not the first the fastest fastest company in history to have a hundred million dollars of annual rate of return 100 million fastest ever they saw what they were doing they said look we've spent a lot of money we have some debt or a lot of debt that we're building we need to get some revenue coming in let's figure out an ai company that is actually making money right now manis was that they acquired it i think that was a huge deal so meta is definitely on the list uh we got gev we highlighted that a few months ago lily uh what you talked about ian hood we spoke about on the last episode visa and then i go into my my memory sector uh with micron uh and micron is a company i've been talking about for probably like i know y 'all are tired of it now three years three years but um You know, a lot of people are like, well, Micron's run, is it over?

4:37I mean, it went up 200%. And my answer is no. And here's why. When we think about TSM and their manufacturing, right? They're doing that for Broadcom. They're doing that for Google. They're doing that for Meta. Obviously, they're doing that for NVIDIA and AMD, right? We're talking about GPUs and CPUs. But inside of that component, it needs to have memory, right? I don't care if Google says they're doing TPUs. You still need a memory component. Now, I know Samsung will play a role in that, and we saw Samsung, their numbers went up today. SK Hinex, right? This is the reason. If you look at the history of what these tech CEOs are doing, once a year, they make a trip, and they go to South Korea to sit down and figure out how they're going to get memory components.

5:29In fact, well, I'll save that for the next company. um so that growth is still going to happen in fact they're projecting a top line growth of 93 for the fiscal year of 2026 so micron remains on the list as well as western digital and that kind of goes into my sandisk so we got tsm nvidia uh we'll go that amd meta micron gev lily hood visa uh western digital now nvidia if you watched and i know ian you were watching it today we saw jensen Yes. Physical AI is a real thing. Run a business and not thinking about podcasting. Think again. More Americans listen to podcasts than ad supported streaming music from Spotify and Pandora.

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6:47Can 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. It's about engineering consciousness. Mind Games is the story of NLP. It's 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?

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8:42Guys who are toxic, they're immature, or they've got something they just haven't resolved. Once that gets resolved, then there comes empathy. as in 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. Physical AI is a real thing and he went over it in detail. We can't run from that. Automatized vehicles are a real thing and they've been working on that and presentation was impressive. I think equally as impressive and this happened at that last week of December is their acquisition of Gronk.

9:20And we talked about this. And people were like, wait, Gronk, isn't that what Elon has? Well, same. Yeah, different company. The company was valued at$6.9 billion. 6.9. They weren't even for sale, right? NVIDIA offered them, and they actually took it,$20 billion. So almost three times what the company was actually valued at. Why? They were finding mastery in an area that NVIDIA wasn't finding mastery, and that is language processing units, LPUs. So add that to your PUs, right? We talked about CPUs, GPUs, TPUs, XPUs, LPUs, language processing units. So those do, it's a different approach than a GPU.

10:04It's a different design, and it makes specific models, right? So why say, let's try to create when we have a cash load of money, let's go acquire. And so they acquired Gronk. I thought that was a very big acquisition. Nvidia is still going to be the lead in the GPU market. We know that. They talked about Ruben today. I mean. Shipping out. Oh, my God. Yeah. Okay. But that isn't my number one company of the year. My number one company is going to be Google. You motherfucker. It's going to be Google. We're on the same page. Mm-hmm. I got. So the TPU performance, we've seen with Gemini. I mean, Gemini has now rivaled, if not past, open AI for the time being in terms of GPTs.

10:50And it's being powered by those TPUs. So first thing, I think the SpaceX investment comes into play this year. The SpaceX investment is very important. In 2015, when people weren't looking, they were like, why are they investing in SpaceX, this company that is aerospace? Well, they had vision. Sundar has vision and the vision is coming to life. Why? We talked about this on class, right? When we think about the CapEx spend for AI, well, there's a couple of places it goes. Number one, it goes to infrastructure. Okay, well, if we can't build here, can we build outer space? Well, yeah, we can send satellites out there.

11:30Okay, well, the next thing that compounds is energy. Well, it costs us energy here, liquid cooling, nuclear power plants, all this infrastructure we got to put online. Well, if we are not in this atmosphere, where do we get our energy from? The sun, right? So you got infinite energy. You got infrastructure. The next thing is cooling, right? Like these chips don't work without liquid cooling. If you watch Jensen's presentation today, when he talked about that Rubin chip, he talked about the liquid cooling that was inside, right? Because it's necessary. If it's not at that temperature, the chips will shut down.

12:06They won't work. but out of space you're talking about a temperature that's stagnant it stays remaining it's cool so from that standpoint now i look at the 2015 acquisition i'm saying oh my gosh they're working with tesla there's something here perfect that's going to turn into a billion dollar investment we already know when spacex has its uh ipo at some point this year they'll add to the revenue for Google. And then the last piece is the Samsung part. So last year, Samsung confirmed that they had, they had Gemini and 40, no, 400 million devices, right? 400 million Samsung devices had Gemini.

12:46They are projecting and have confirmed that that number is going to double in 2026. They're going to have Gemini in 800 million devices. Why is that important? Well, you got Apple already on your books, right, because you've already done the deal with Siri. Anytime you do a search engine on Apple and they've renewed that, that's going to be Google. Now you've got Samsung, which is the other competitor, 800 million devices that are going to be using your Gemini product. You add that into it. It's like, okay, I see what they've done here, right? You add all those things up. I'm taking Google. And they took away everything Apple should have done.

13:30Yeah. Well played. There you go, fellas.