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Podcast Host
This is an iHeart podcast.
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Financial Analyst
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Podcast Host
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Odoo Advertiser
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- [01:05]
Ryan Seacrest
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- [01:37]
Podcast Host
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- [01:57]
Financial Analyst
An SEC registered investment advisor. Not an offer to buy or sell securities. Nor is it an investment legal or tax advice. Past performance is not a guarantee of future performance. So I'm gonna 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 gonna 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. Meta is a very interesting stock. We already know all the things in terms of social media, in 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 it kind of got overlooked was this two billion dollar acquisition of Manus. And so if that happened over the time we were off, you probably overlooked it. Probably. Like, oh, doesn't make. 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. 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. Right. Like you have to yet. Yeah, keyword yet. The Manus acquisition changes all that. Right. That's like when Durant went to the warriors, bro. So what is, what does Manus 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, Manus was the first and the. Well, 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, man. This was that they acquired it. I think that was a huge deal. So Meta is definitely on the list. We got GeV. We highlighted that a few months ago, Lily, which you talked about, Ian Hood, we spoke about on the last episode, Visa. And then I go into my, my memory sector with Micron. And Micron is a company I've been talking about for probably, like, I know y' all get tired of it now. Three years. Three years. But you know, a lot of people are like, well, Micron's run, is it over? I 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 needs to, it needs to have memory. Right? All 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 Hyex right. This is, 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. In fact, well, I'll save that for the next company. 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 sandisky. So we got tsm, Nvidia, we'll go that amd, Meta, Micron, gev, Lily Hood, Visa, Western Digital, now Nvidia. If you watched and I know Ian, you were watching it today we saw Jensen sds. Physical AI is a real thing.
- [06:01]
Odoo Advertiser
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- [08:03]
Ryan Seacrest
Hey, it's Ryan Seacrest for Albertsons and Safeway. Flu season is here and the in store pharmacy has you covered with a free flu shot with most insurance plans. And as a thank you, get up to $20 off your grocery purchase. Plus it's cough and cold season. Stock up on all the season's essentials and get ready for relief with discounts on items like Mucinex, Children's Multi Symptom Cold Medicine, Zara Bees, Children's Cough Syrup and Emergen c. Offer ends January 27th. Restrictions apply and offers may vary by location. Visit Albertsons or Safeway.com for more details.
- [08:34]
Podcast Host
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- [08:55]
Financial Analyst
AD is sponsored by Facet, an SEC registered investment advisor. Not an offer to buy or sell securities. Nor is it an investment, legal or tax advice. Past performance is not a guarantee of future performance. Physical AI is a real thing and he went over it in detail. We can't run from that auto autonomous vehicles are real thing and they've been working on that and presentation wasn't impressive. I think equally as impressive and this happened at that last week of December is their acquisition of Gronk and we talked about this and people like what Grog? Isn't that what 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 value 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, GPU, CPUs, XPUs, LPUs, Language Processing Units. So those do. It's a different approach in the gpu. It'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 Reuben today. I mean, shipping out. Oh, my gosh. Yeah, okay. But that isn't my number one company of the year. My number one company is going to be Google. It's going to be Google. We're on the same page. So the TPU performance we've seen with Gemini, I mean, Gemini has now rivaled, if not passed, OpenAI for the time being in terms of GPTs. And it's being powered by those TPUSC. So first thing, I think the SpaceX investment comes into play this year, right? The SpaceX investment is very important. In 2015, when people weren't looking, they were like, why are they investing in SpaceX, this, this company that is aerospace? Well, they had vision. Sundar has vision. And the vision is coming to life. Why? And we talked about this on class, right? When we think about the capex spend for AI, well, there's a couple 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. Okay, 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? Yeah, 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 Reuben 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, they won't work. But outer 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 IPO at some point this year. That'll add to the revenue for Google. And then the last piece is this 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. They 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 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 you. And they took away everything Apple should have done. Yeah. Well played. There you go, fellas.