Earn Your Leisure EYL’s 2026 Stock Picks
Jan 6, 2026
Troy Millings and Ian Dunlap unveil their hot stock picks for 2026, spotlighting major players like Meta, Nvidia, and Google. They delve into Meta's $2 billion Manus acquisition and its potential AI revenue boost. The discussion extends to the memory sector, emphasizing Micron and Western Digital's growth amid high demand. Nvidia's quirky acquisition of Gronk for language processing units adds a fascinating twist. Google emerges as the top pick, thanks to its strategic SpaceX investments and innovative tech ambitions.
AI Snips
Chapters
Transcript
Episode notes
Hold Core Tech Names For 2026
- Keep TSM, AMD, Meta, Micron, Western Digital, Visa, and others as core portfolio holdings for 2026.
- Ian Dunlap recommends holding these names because hardware, memory, and platform plays will drive growth.
Meta's Revenue-Generating AI Move
- Meta's $2 billion acquisition of Manus brought immediate revenue and real-time AI agents into the company.
- Ian Dunlap says this changes Meta's spend narrative because Manus was doing $100M ARR fastest ever.
Memory Stocks Fuel AI Hardware
- Memory remains a critical bottleneck for AI hardware, keeping Micron and Western Digital vital despite price gains.
- Ian Dunlap highlights continued top-line growth and persistent demand from TSM and major cloud players.