Elon Musk’s Stock Picks

Welcome to another insightful Market Mondays clip! In this dynamic conversation, Rashad Bilal, Ian Dunlap, and Troy Millings dive deep into Elon Musk's approach to investing and building wealth, discussing why the world's richest person chooses to focus on his own companies instead of diversifying into the stock market. The group reflects on Musk's revelation that, if he were to invest in stocks, his picks would be Google and Nvidia—two giants poised to lead the future of AI and data infrastructure. Ian Dunlap explains the strategy behind wealth building by creating assets and driving GDP, highlighting how building something revolutionary like SpaceX or Tesla yields far greater returns than typical investments. Troy Millings brings another layer by examining the synergy forming between tech titans like Google, Nvidia, and Elon Musk’s companies, especially with innovations like data centers in space powered by solar energy. The conversation pivots to practical advice for content creators and entrepreneurs, emphasizing the importance of investing in the platforms they use—namely Google (YouTube), Meta (Instagram, Facebook), and Apple (the originator of podcasting). The hosts also walk through historical returns for major tech ETFs and stocks, showing that even “safe” investments like QQQ, SPY, and XLY have brought substantial growth over the past decade. The group reiterates the critical role technology plays in driving the economy forward, pointing out how companies with strong net margins (like Google, Microsoft, Apple, Meta) outperform most others. Finally, Rashad Bilal and the team discuss common misconceptions around tech, media, and stock classifications, explaining how businesses with tech components can achieve far higher valuations and why understanding how money moves—even in music and media—can be transformative. Whether you’re a budding entrepreneur, tech investor, or curious about the intersection of AI, media, and wealth creation, this clip offers game-changing insights and actionable strategies. *Timestamps (available upon request)* --- *Key Topics:*

• Elon Musk’s philosophy on investing vs. building
• Why Google and Nvidia are top picks for the AI future
• Building wealth through owning and creating assets
• The importance of media platform investments for content creators
• Historic ETF and tech stock performance
• Understanding tech business classifications for higher valuations
• Partnerships and the future of data infrastructure (like space-based data centers)

--- *Hashtags:* #MarketMondays #ElonMusk #Google #Nvidia #TechInvesting #AIRevolution #WealthBuilding #Entrepreneurship #ContentCreators #StockMarket #ETFs #MediaInvesting #SpaceX #Tesla #Meta #Apple #FinancialFreedom #BusinessStrategy #Technology

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Episode Transcript

Speaker 1 (00:01):
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Speaker 2 (00:43):
Let's talk about Elon Musk. He would asked recently, you know,
like with 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. I love the richest person in
the world. He was like, you know, he's just focused.
I'm building his companies. Then when his companies become public,

(01:03):
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, but 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. He said, Google's done a

(01:24):
tremendous job as far as where they're going to be
in the in the AI race, and then he said,
in videos is inevitable, Like you can't get around in video.

Speaker 3 (01:33):
That's just like a no brainer. Yep.

Speaker 2 (01:35):
So he spoke about Google, and he spoke about in
video as far as like if he was to actually
be in the in the stock world, those would be
the two companies that he would he would have confidence
in investing in. What are your thoughts on that.

Speaker 4 (01:50):
It's the other side of wealth building that people don't
talk about publicly. But I love that we have the
show so we can. If you can build something that
goes up one hundred and fifty thousand percent of return
or seven hundred thousand percent, it's better to put all
of your tangible time into build an asset. There are
certain people who are asset drivers and GDP drivers, regardless

(02:15):
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 Teslo. We
already know story tradition at PayPal Mafia. If I can
build things that go up fifteen thousand x, it's much

(02:37):
better to build a 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 entrepreneur, are you
better than Tim Cook?

Speaker 3 (02:48):
Elon Musk?

Speaker 4 (02:50):
Now we gotta throw Sam Altman, even though he's having
some issues, right, are you better than the top ten CEOs?

Speaker 3 (02:55):
He's better than a lot of the top ten.

Speaker 4 (02:57):
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. I've been telling this the podcasters. Fred
We're talking about a Wednesday. A lot of streamers and
podcasters are going.

Speaker 3 (03:11):
Out of business. A lot of rappers too.

Speaker 4 (03:13):
They wouldn't have though. I've told two hundred people the
strategy for executed. You have to invest in the media
companies that you're uploading and using your services through.

Speaker 3 (03:25):
Most don't do it.

Speaker 4 (03:27):
And as a tell 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.

Speaker 3 (03:46):
You is how they build that rocket ship.

Speaker 4 (03:49):
No pun intended to generate wealth for themselves regardless of
what the market is doing.

Speaker 1 (03:54):
Yeah, I always tell people, listen, you gotta study the movements,
all the money, even movements fill the money. Last week
when I talked about Jensen and him sitting down and
having this conversation.

Speaker 3 (04:08):
To its right was Elon Musk.

Speaker 1 (04:11):
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 nvideo is going to
mean to the economy. Well, we already know what it means.
We can see where it's headed. We can see that
Google has made an imprint here. But when you listen
to Sundar Speed, the CEO of Google said something very
interesting last week, and he was talking about power right

(04:35):
XAI uses what uses the GPUs they're thinking about maybe
their partner to u TPUs from Google. But that wasn't
the thing that really caught my attention. It was they
weren't talking about data centers here on Earth. They're talking
about putting data centers in space or sundar. So now,

(04:57):
when I'm listening to Google and I'm thinking to myself,
they're putting they're going to do data centers in space
because they can use the solar power, I'm like, oh man,
this is different. When I'm thinking like, well, how would
they get space exploration? That's not really a division that
they've really focusing on. And then I'm starting to hear partnership. Right,
you start putting these te leaves together, right, who has
master space exploration? Who has that division? Who has a company? Well,

(05:21):
isn't that what space is doing? When we talk about
the satellites that are already orbiting the Earth, we covered
that in very greatest stent, and I'm like, oh, this
is this is where they're going.

Speaker 3 (05:31):
So start watching those tea leaves start.

Speaker 1 (05:33):
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. When I'm looking at
we're just trying to figure outw they're going to power
the data sets here on Earth. Right, Like we've talked
about Meta in Louisiana, We've talked about all these these
data centers in the Midwest. We've talked about the fabs

(05:56):
that TSM is put in Arizona now and 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.

Speaker 2 (06:08):
And then somebody said, well, which because Ian said what
content created? To invest in the companies that they upload
content to? And then somebody in chat said which, which
would be a question mark? So Google, Google, because Google
owns YouTube, Meta because Meta owns Instagram and Facebook.

Speaker 4 (06:30):
And Apple created the iPod. It literally created podcasting from
the term iPod. Yeah, sometimes it's just hidden plain sight.
The investing those three, I mean, it's solid mm hmm.

Speaker 1 (06:46):
This this has been always been the Google case is
like we have to have Google in the portfolio since
it was we have I remember we had these comments
sticks these in depth conversations, and the money have got
to be you got YouTube. Yes, it leads it, but
you know they still have the cloud business and now
you can see what they've done it with inside the
AI bit and they're not done.

Speaker 3 (07:05):
They're not done, They're just getting started.

Speaker 1 (07:06):
There are the partnerships are going to start increase, which
is why we said, like, hey, TPU Gpu I, it
don't matter.

Speaker 3 (07:15):
They're going to Google five, Google A five, I.

Speaker 1 (07:19):
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 the storage. So that's why we always
talk about memory memory, memory, because it still needs to
bring to the operations which is going to store all
that data.

Speaker 2 (07:31):
And it also speaks to the importance of investing in ets.
So I mean Google has an individual stock, but invest
with Investo QQQ.

Speaker 3 (07:42):
We talked about that.

Speaker 2 (07:43):
Put a tweet out last week where it's ten thousand
dollars in the video. If you would to invested ten
thousand dollars in video ten years ago right now, will
be worth ten million dollars ten point three million dollars.
So the first thing that people will say was like, well,
who knew in video ten years ago was going to
be what it is now? But Okay, what that is.
With that said, if you would have put ten thousand

(08:03):
dollars in QQQ ten years ago, be forty three thousand.

Speaker 3 (08:06):
That's a good.

Speaker 2 (08:07):
Now, if you put ten thousand dollars in xl Y
ten years ago, be thirty one thousand. If you put
ten thousand dollars in SBY, it'll be twenty eight thousand.
So even with quote unquote safe investments over the last
ten years, you would have quadruple tripled or at the
very least doubled your money by investing in So yeah,

(08:27):
I mean the individual. But if you don't think that
technology is going to continue to move the economy forward,
you out of your mind.

Speaker 3 (08:34):
Economy forward, dude, where have you been?

Speaker 4 (08:38):
And ninety four 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 with a brother said you have to be a
nerd to want to tune in. No, they trick us

(08:58):
to thinking that you need to be a nerd to know.

Speaker 3 (09:00):
How money moves. When we move the market for a
bunch of companies, you.

Speaker 2 (09:05):
Don't have to be a nerd just you just have
to want to hit elevated conversations quarter zips.

Speaker 3 (09:10):
Match, Well, weren't you. I too used to.

Speaker 2 (09:14):
Debate rap for endless hours on it.

Speaker 3 (09:16):
It doesn't matter.

Speaker 2 (09:17):
But at some point in time I realized that I
needed to make money to support myself and my family because.

Speaker 4 (09:22):
Kai's are all in putting their money right, even the
music conversations, all those benefits 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 artists
and inflate the value of the tech companies.

Speaker 1 (09:42):
But I feel like they are though, I mean there are,
they're just that valua as such, right right, because all
of them have the tech component, which is when we
talk about valuation. And we got this conversation in private,
but like that valuate, I'm like, well, what are the ingredients?

Speaker 3 (09:58):
Like, what are the things get the highest multiple?

Speaker 1 (10:01):
And everybody that we talked is like, you, 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 coming to that
or so much, And we don't think. We just think like, hey,
we're gonna use the app, We're gonna listen to music. Now,
watch time.

Speaker 4 (10:15):
Do you think Future doesn't have a longer watch time
than a fifteenth best AI company? I'll debate that, but
they value it as a certain thing. Same thing with
the classifistication of stocks. Everyone doesn't get tech classification. Some
going to communications, some going consumer discretionary because it lowers

(10:36):
what the evaluation could be.

Speaker 3 (10:39):
Yeah, that's what you said.

Speaker 1 (10:40):
When we think Google, we're thinking, oh, that's a tech stop, right,
But if you look at Spider's Fun, it's not inside
of XLK.

Speaker 3 (10:46):
Yep, Amazon's not inside of XLK. It's crazy, earners, what's up?

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