Earn Your Leisure – The Next Big AI Company Investors NEED to Know About!
Podcast: Earn Your Leisure
Hosts: Rashad Bilal & Troy Millings (with Financial Analyst/Market Expert and Tech Industry Analyst)
Date: November 26, 2025
Theme: Insightful breakdown of the latest under-the-radar AI companies fueling the revolution, deeper analysis of their role in the tech ecosystem, and actionable advice for investors looking to capitalize on emerging trends.
Episode Overview
In this episode, the Earn Your Leisure team dives deep into the infrastructure powering the AI revolution, spotlighting both established giants like Nvidia and Google, as well as underappreciated companies such as Fabrinet and SanDisk. Using vivid analogies, the hosts and analysts break down how the AI ecosystem functions, identify key players supplying “the picks and shovels," and explain the crucial partnerships and strategic moves shaping the industry. The discussion is packed with actionable insights for investors, especially on how to spot the next wave of AI winners.
Key Discussion Points & Insights
1. The Anatomy of the AI Ecosystem: The “Body” Analogy
[03:34–04:48]
- AI as a Body: The team uses the human body as a metaphor to describe the AI tech stack:
- Nvidia functions as the heart, driving computational power.
- Broadcom acts as the veins and arteries, facilitating connectivity.
- Fabrinet is described as the valve, enabling faster, more efficient data flow between components.
- Expanding Beyond Known Names: While Nvidia and Broadcom are household names for AI investors, Fabrinet (and formerly Western Digital’s spun-off SanDisk) are highlighted as essential but often overlooked players.
“If I’m looking at what company is the heart of this, right? That would be easy; you would tell me Nvidia. Broadcom is like the connectivity—the veins and the arteries. But in order for the heart to work, it needs blood flow, right? Valves. That’s when I found a company called Fabrinet.”
— Financial Analyst/Market Expert (04:03)
2. Spotlight: SanDisk’s Spin-Off and Market Surge
[04:48–09:34]
- SanDisk’s Story: Originally part of Western Digital, SanDisk officially spun off and went public in February. Its chart has moved strongly, especially following key announcements.
- S&P 500 Inclusion: The recent addition of SanDisk to the S&P 500 catalyzed its stock, as index funds and institutional investors must now include it in portfolios.
- Why Memory & SSDs Matter: Demand for flash memory (SSD) skyrockets as Samsung, a key supplier, admits it cannot keep up with orders for essential AI infrastructure. SanDisk is positioned as a leader here.
“We watched SanDisk open up at 220 after the bell—huge announcement. Guess what just got added to the S&P 500?”
— Financial Analyst/Market Expert (07:15)
- Big Returns: Listeners who acted quickly reportedly saw up to 70% gains in 24–48 hours after the class revealed SanDisk’s potential.
3. Framework for AI Investing: Following Big Tech Partnerships
[11:17–13:33]
- Strategy: Before recommending stocks, the team discerns which “hyperscalers” (Meta/Facebook, Google, Amazon, Microsoft, Apple) the company partners with.
- CapEx Watch: If several hyperscalers are ramping up capital expenditures with a particular supplier, that’s a powerful buy signal.
- Current Spend: Meta and Amazon signal increasing investment in AI infrastructure—“Capex is still going.”
“If hyper-scalers—the Metas, the Googles, the Amazons, the Microsofts, the Apples—if they’re involved, I know the CapEx spend is going to be there...If I see three, oh, I know something’s here.”
— Financial Analyst/Market Expert (12:16)
4. Google’s TPU Push & Ecosystem Shifts
[14:28–16:52]
- TPU vs. GPU: Google is now building its own TPU (Tensor Processing Unit) chips, potentially reducing reliance on Nvidia’s GPUs for certain AI workloads.
- Strategic Self-Reliance: Google and others (Amazon, Microsoft) are building proprietary hardware—ensuring they’re not beholden to a single supplier.
- Quantum and Robotics: The next trillion-dollar market after language models will be in robotics and quantum computing—sectors Nvidia is already positioning to dominate.
“Why is TPU important? Because it makes them self-reliant. They won’t need Nvidia at the same level they once did.”
— Financial Analyst/Market Expert (17:52)
- Nvidia's Resilient Dominance: Despite TPUs, Nvidia remains king in robotics, electric vehicles, and any sector requiring general-purpose high-performance compute.
5. Broader Trends: Who Wins, Who Falters in AI?
[17:07–18:39, 25:30–29:06]
- Winners: Companies deeply integrated with hyperscalers and able to iterate rapidly (e.g., Google, Nvidia, SanDisk).
- Risks: Firms not embedded in the core AI “ecosystem”—if you aren’t partnered, you’re out.
- China’s Race: Ongoing concern about Chinese competition (Huawei, DeepSeek), with U.S. hyperscaler alliances seen as crucial.
“Look at the partnership layers as well. If people are not integrated into the ecosystem, they’re not going to be...There’s not many of them out there, I promise you.”
— Tech Industry Analyst (13:33)
6. Real-World Impact: Investing Is the Escape from Inflation
[29:07–32:51]
- Costs vs. Wealth: The hosts highlight how rent, car prices, and college tuition have far outstripped wage growth, making investment essential for financial independence.
- Personal Testimony: Investment wins in Eli Lilly and AI-related options are discussed to show the power of multiplying your money to keep up (or get ahead).
“You can’t save your way or work your way out of the rat race. Investing and business are the only real exits.”
— Investment Coach/Host (29:32)
7. Access & Education: Bringing the Community to the Table
[33:14–41:20]
- Special Offer: Lifetime access to advanced investor resources and in-person masterminds, including VIP tickets to Invest Fest 2026 and a rare tour of Nvidia’s headquarters.
- Learning at the Source: Emphasis on building knowledge by connecting directly with AI industry leaders—Nvidia employees are well informed investors themselves.
- Community Impact: The podcast's mission is to equip listeners, especially from underrepresented backgrounds, with the information and access needed to win in the new economy.
Notable Quotes & Moments
-
On the AI Ecosystem:
“If the heart is Nvidia and Broadcom is the arteries and veins, Fabrinet is the valve that lets connectivity run faster.”
— Financial Analyst/Market Expert (04:03) -
On SanDisk’s Inclusion in S&P 500:
“Shout out to everybody that was in class and took advantage of it. I know we’re probably up like 70% in like 24 or 48 hours.”
— Financial Analyst/Market Expert (08:49) -
On Following Hyperscalers:
“Just follow the money...these other pieces that make this engine go are going to be vitally important.”
— Financial Analyst/Market Expert (13:14) -
On Google’s Strategic Position:
“You can argue right now Google’s the best AI company in the United States of America.”
— Tech Industry Analyst/Co-host (15:04) -
On Nvidia’s Ongoing Power:
“The Nvidia train is old. No, no, it’s not going anywhere.”
— Financial Analyst/Market Expert (27:55) -
On Investing as an Escape:
“You can’t save your way or work your way out of the rat race. Investing and business are the only real exits.”
— Investment Coach/Host (29:32)
Important Timestamps
- 03:34: Breakdown of the AI ecosystem's “body” analogy
- 04:48: Fabrinet and SanDisk explained as underappreciated “valves” and memory players
- 07:20: SanDisk's S&P500 inclusion, market reaction
- 11:17: How to spot AI-adjacent winners by tracking hyperscaler partnerships
- 14:28: Significance of Google’s TPU and strategic self-reliance—a challenge to Nvidia
- 17:07: Growing U.S./China AI race and the importance of deep integration
- 29:32: Inflation and the generational squeeze; why multiplying your money is now essential
- 33:14, 36:09: Announcing unique education and networking opportunities—tour of Nvidia HQ
Conclusion
This episode offers a masterclass on AI investing, mixing big-picture strategy with tactical, actionable insights. The hosts emphasize how understanding the infrastructure behind AI—beyond the obvious household names—can yield major gains. By following the money, scrutinizing partnerships, and connecting with the right players (both corporates and community), listeners are equipped to spot the next big AI winners—and avoid pitfalls—as this wave transforms every industry.