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.
Episodes
30 episodes
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
Amazon’s ($AMZN) AI Revolution: How AWS and Robotics Are Shaping the Future of AI Investing
Is Amazon ($AMZN) an underrated AI stock investment? We explore how the tech giant is positioned to capitalize on the growth of AI investing through its cloud computing arm, Amazon Web Services (AWS). We analyze AWS’s potential to overtake comp...
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Episode 29
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33:36
AXON’s AI Is a Real Stunner — $AXON As an AI Stock Investment
Axon Enterprise ($AXON) is transforming law enforcement with artificial intelligence. Now a self-proclaimed "AI company," their Draft 1 software uses AI large language models to generate police reports from bodycam videos, freeing up to 25% of ...
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Episode 28
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27:23
Constellation Energy ($CEG) and Talen Energy ($TLN) - AI Utility Stocks
Yep, we recorded on Constellation Energy ($CEG) as an AI utility stock two days before it exploded 23% in a day. And yep, we published this episode two days after that meteoric intraday rise (we hope to soon reduce our turnaround time on publis...
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Episode 27
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25:34
The CAVA of AI Stocks - Tempus AI (TEM or $TEM)
Unlike other "AI Stocks," Tempus AI has done a phenomenal job of not crashing. Since nearly doubling two months after its IPO, $TEM has help impressively above $50 a share. Tempus' impressive post-earnings performance caught our attention, and ...
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Episode 26
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34:47
SMCI Hindenburg Report - Super Micro Computer's Hindenburg Research Report (Short Report on $SMCI)
Super Micro Computer has a Hindenburg Report, and SMCI stock dropped 27% on the news. Hindenburg Research has hit $SMCI with a slew of allegations, and Super Micro Computer's executives have yet to respond. If you thought AI servers were a dram...
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Episode 25
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41:35
Google (GOOG) as an AI Stock and Nvidia's Investment in Serve Robotics (SERV)
Is Google (GOOG and GOOGL) finally an AI stock worth investing in? We discuss the breakup of Google by the U.S. government, the $GOOGL's AI capabilities, and the performance of Google's business segments - many of which still haven't achieved p...
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Episode 24
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33:08
Pegasystems (PEGA) as an AI Stock - Ready for More AI Software Pain?
Is the next big AI stock Pegasystems (PEGA)? We contemplate whether $PEGA is the AI stock the market has been waiting for, considering Pegasystems' financial performance and underlying AI narrative. Rather than having a direct role in the artif...
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Episode 23
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26:11
Stock Market Crash - Impending Recession or Unwarranted Selloff?
The stock market has officially crashed. On Sunday night trading was halted in Japan along with 24-hour markets in the US. Crypto crashed, with Ethereum falling 25% in 24 hours. Nasdaq futures fell nearly 6% in preparation of Monday trading. Sh...
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Episode 22
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40:53
This AI Stock Is in Every Phone - Qualcomm (QCOM) as an AI Stock
Is Qualcomm ($QCOM) the AI stock for you? Qualcomm is a leader in baseband chips (AKA modems) for 3G/4G/5G and receives royalties from every iPhone sold. Qualcomm's recent expansion into automotive and AI edge chips has also showed promising re...
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Episode 21
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32:09
Marvell to Make Nvidia GPUs Obsolete? $MRVL as an AI Stock
When Nvidia and Broadcom fell as part of an overall AI selloff, Marvell rose in trading today. Indeed, the market is honing in on Marvell as a custom AI chipmaker, with analysts whispering that $MRVL has relationships with Microsoft, Google, an...
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Episode 20
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33:24
Oracle Can’t Keep Up with Amazon - $ORCL as an AI Stock
Is Oracle the AI stock for you? We put Oracle ($ORCL) and in the crosshairs of our AI stock-picking masterminds, considering its relationship with TikTok (pending a national ban) and its position as runner-up in the cloud computing game. While ...
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Episode 19
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31:38
Meta - AI Open Source Doesn't Pay the Bills ($META as an AI Stock)
Meta decided to be a metaverse company and now wants to be an AI company. But open source AI models don't lead to revenue, and Meta's main strategies to monetize AI are questionable. Nonetheless, Meta's advertising business is booming, and the ...
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Episode 18
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36:34
3 AI Stocks You've Never Heard Of - Coherent (COHR), Axcelis (ACLS), and ASE (ASX)
Everyone knows Nvidia (NVDA) and Microsoft, but what are the next big AI winners? We cover three companies that are critical to the AI supply chain: Coherent ($COHR), a company making lasers used in the manufacture of AI chips and digital displ...
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Episode 17
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34:46
Broadcom (AVGO) - The AI Stock Everyone Agrees On
Is Broadcom ($AVGO) the right AI stock for you? In this episode we discuss the stock performance and AI potential of Broadcom (AVGO). We highlight Broadcom's role in the AI market, its partnerships with major companies like Apple and Google, an...
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Episode 16
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34:16
The Great Apple Stock Debate - Apple Intelligence Prosperity or ATT-Style Downfall for $AAPL?
Now that Apple is an AI stock, is its prosperity guaranteed? We consider the declining revenues of $AAPL in light of its recent AI ("Apple Intelligence") announcement. If iPhones have become a commodity, Apple's growth may be in danger. But if ...
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Episode 15
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34:37
Dell vs SMCI - Battle of the AI Server Companies, Plus Apple's AI Catalyst Moment
Dell can't make money on AI servers but SMCI can? We break down the recent market performance of Dell and Dell's rapid decline in light of poor margins and an underwhelming backlog. After discussing Dell as an AI stock, we touch on market...
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Episode 14
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29:27
ARM as an AI Stock - ARM's Chip Design Dominance, Google's Latest Flop, and Crypto's Big Win
Is ARM ($ARM) the right AI investment for you? We discuss ARM's dominance in the chip design space and whether you should buy ARM stock as an AI investment. ARM's risks include its exposure to China, its high PE ratio (overvalued), and the extr...
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Episode 13
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33:57
ASML as an AI Stock - ASML's Monopoly and Nvidia's Upcoming Earnings
Is ASML the ultimate stable AI investment, or does its reliance on China present a risk to income stability? We break down ASML as an AI trade, considering its underlying AI business and its prospects for 2024 and 2025. We also dive into the bi...
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Episode 12
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35:10
AI Utilities - Eaton (ETN), Carrier (CARR), and Itron (ITRI)
Should AI investors consider utilities? What would be the best AI utilities to invest in? We discuss potential investment opportunities in AI utilities, including Eaton (ETN), Carrier (CARR), and Itron (ITRI). The massive power consumption requ...
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Episode 11
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29:55
Palantir Stock ($PLTR) as an AI Investment? Palantir's Take on AI and the Eccentric CEO of PLTR
Is Palantir (PLTR) the right AI investment for you? We consider Palantir as an AI stock, including its work in AI, its financials, and its eccentric CEO Alexander (Alex) Karp.Palantir is a software company specializing in productivity s...
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Episode 10
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31:27
JFrog (FROG) as an AI Stock Investment and Tesla's AI Potential
Is JFrog (FROG) the right AI investment for you? We explore JFrog's pivotal role in AI and secure software management, particularly highlighting its partnership with Hugging Face for safeguarding AI models. We delve into JFrog's profitability a...
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Episode 9
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31:53
AI Stock Microsoft - MSFT as an AI Stock Investment
Is Microsoft the right AI investment for you? We discuss Microsoft as an AI investment, considering its role in the artificial intelligence landscape. Microsoft hosts a wide moat in business-to-business services and its ability to adapt to the ...
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Episode 8
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46:12
ServiceNow as an AI Stock - Investing in NOW as an AI Investment (AI Stock $NOW)
ServiceNow (NOW) stock has produced impressive gains thanks to its AI investments and impressive growth in various software as a service fields. Should you invest in ServiceNow as an AI investment?ServiceNow ($NOW) is a SaaS company tha...
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Episode 7
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42:00
AI Stock Micron (MU) - Micron Technology ($MU) as an AI Stock Investment
Is Micron the next big AI stock you should invest in? We analyze Micron's recent earnings call and the potential impact of their products on the AI industry. We discuss the valuation of Micron and the importance of considering forward-looking m...
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Episode 6
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30:04