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 • 34 episodes
Investing in Intelligence: AI Stocks and Options
Latest Episodes
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
ChatGPT o1-Preview Cohosts Her First Podcast to Analyze $ON Semiconductor as an AI Stock
ChatGPT's o1-preview cohosted her first podcast to give her take on $ON Semi as an AI stock. o1-preview (codenamed "Ona") starts by analyzing Trump's recent picks and their potential impact on the stock market and overall economy. Before analyz...
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Episode 31
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27:35
Cadence Design Systems ($CDNS), SMCI Drama, and How Valuations are Made
Is Cadence Design Systems ($CDNS) the next standout AI stock? We delve into how this leader in electronic design automation software is poised to capitalize on the AI and chip design surge. We analyze Cadence’s recent earnings blowout, their do...
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Episode 30
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41:57