They debate “top 3 long-term holdings” and then pivot into a bigger conversation about Tesla and humanoid robotics.

 

One side picks Amgen, Eli Lilly, and Google as a 5-year core because healthcare demand is steady, those companies “print money,” and Google adds durable tech exposure with less drawdown risk. The other side counters with Nvidia, Google, and TSM (and briefly considers Tesla as a high-upside 5-year bet).

 

From there, the discussion turns into a push-and-pull on Elon and Tesla’s pivot: supporters argue Tesla is really a software, robotics, and autonomy play and that Elon knows how to pick the next dominant category; skeptics argue it’s speculative, Tesla’s car business has weakened, politics could create backlash, and founders like Elon get more forgiveness (and access to capital) than most entrepreneurs.

 

They end by agreeing robotics is real and coming, especially for factory and repetitive work, but questioning the extreme forecasts like “hundreds of millions” of humanoid robots in the near term.

 

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Invest Fest | August 7-9, 2026
Grab early bird tickets now: https://www.investfest.com

They debate &ldquo;top 3 long-term holdings&rdquo; and then pivot into a bigger conversation about Tesla and humanoid robotics.
&nbsp;
One side picks Amgen, Eli Lilly, and Google as a 5-year core because healthcare demand is steady, those companies &ldquo;print money,&rdquo; and Google adds durable tech exposure with less drawdown risk. The other side counters with Nvidia, Google, and TSM (and briefly considers Tesla as a high-upside 5-year bet).
&nbsp;
From there, the discussion turns into a push-and-pull on Elon and Tesla&rsquo;s pivot: supporters argue Tesla is really a software, robotics, and autonomy play and that Elon knows how to pick the next dominant category; skeptics argue it&rsquo;s speculative, Tesla&rsquo;s car business has weakened, politics could create backlash, and founders like Elon get more forgiveness (and access to capital) than most entrepreneurs.
&nbsp;
They end by agreeing robotics is real and coming, especially for factory and repetitive work, but questioning the extreme forecasts like &ldquo;hundreds of millions&rdquo; of humanoid robots in the near term.
&nbsp;
Subscribe and watch more videos here: https://www.youtube.com/@EarnYourLeisure
Join the EYL community for deeper training and a more detailed approach: https://www.eyluniversity.com
Join the number one stock club in the world: https://www.ianinvest.com
Invest Fest | August 7-9, 2026 Grab early bird tickets now: https://www.investfest.com

Welcome to The Earn Your Leisure Podcast. Rashad Bilal and Troy Millings will be your host. Earn Your Leisure will be giving you behind the scenes financial views into the entertainment and sports industries as well as highlighting back stories of entrepreneurs. We will also be breaking down business models and examining the latest trends in finance. Earn Your Leisure is a college business class mixed with pop culture. We blend the two together for a unique and exciting look into the world of business. Let’s go!! #earnyourleisurepodcast

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