Investing in Intelligence: AI Stocks and Options
AI stocks enthusiasts, explore comprehensive insights and analysis on artificial intelligence market trends. Get the latest AI investing updates, expert commentary, and strategic investment approaches tailored for the AI industry. Uncover AI options trades and AI market forecasts designed to boost your AI investment portfolio. Join our community of forward-thinking AI investors and confidently navigate the AI revolution. Embrace the future of artificial intelligence investing.
Podcasting since 2024 • 36 episodes
Investing in Intelligence: AI Stocks and Options
Latest Episodes
The DeepSeek Panic Was an Nvidia Hit Job - The DeepSeek Conspiracy Explained as NVDA Recovers
As cries of DeepSeek death echoed the halls of Wall Street, Nvidia sank 105% on Monday due to terrified AI investors whose worst fears finally came true (tech companies are spending 95% too much on the AI buildout, there will never be any profi...
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Episode 36
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24:14
Reddit Isn't an AI Stock - It's an Advertising Stock (So Far...) - RDDT AI Stock Analysis
Reddit is conflicted on AI. User backlash against using subreddits for AI training data sales led to a mixed bag for Reddit executives. In the end, they'll cave and do more AI stuff. For now, Reddit wants to identify as an online advertising co...
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Episode 35
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34:25
We Beat Every Analyst on Wall Street in 2024 - But 2025 Looms for AI Stocks
So our portfolios beat every analyst on Wall Street in 2024, but that's only because we went all in on AI stocks at the start of the year. In this episode we discuss our "reputational PNLs," which are calculated based on our takes on the show. ...
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Episode 34
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44:42
Applied Digital’s AI Data Center Pivot: APLD as an AI Stock Investment (ft. ChatGPT o1)
All in on APLD? In this episode we turn our attention to Applied Digital’s shift from its crypto roots to a future in high-performance AI data centers, following a notable investment from NVIDIA (NVDA). We explore how this pivot impacts the com...
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Episode 33
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47:06
Texas Instruments ($TXN) in Focus: AI Impacts and Future Projections (ft. ChatGPT o1-preview)
Is Texas Instruments ($TXN) a Buy Amid the Semiconductor Downturn? In this episode, we dive deep into how the world’s largest analog chip maker, Texas Instruments, is navigating the cyclical semiconductor industry and the evolving AI landscape....
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Episode 32
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40:11