أفضل بودكاسات Investing In Intelligence (2024)

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Cadence Design Systems ($CDNS), SMCI Drama, and How Valuations are Made 41:57

5d ago41:57

41:57

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 dominant position in analog chip design, and their impressive 19% year-over-year revenue growth coupled with…

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Amazon’s ($AMZN) AI Revolution: How AWS and Robotics Are Shaping the Future of AI Investing 33:36

20d ago33:36

33:36

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 competitors in AI workloads, Amazon’s integration of AI into Alexa and their retail operations, and the compan…

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AXON’s AI Is a Real Stunner — $AXON As an AI Stock Investment 27:23

1M ago27:23

27:23

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 an officer’s time. Axon’s fleet cameras now feature AI-powered license plate recognition, turning patrol c…

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Constellation Energy ($CEG) and Talen Energy ($TLN) - AI Utility Stocks 25:34

2M ago25:34

25:34

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 publishing). While the Three Mile Island Microsoft data center deal solidified Constellation Energy as an AI uti…

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The CAVA of AI Stocks - Tempus AI (TEM or $TEM) 34:47

2M ago34:47

34:47

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 a deeper analysis into Tempus AI revealed that it's already a leader in the medical diagnostics field. But…

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SMCI Hindenburg Report - Super Micro Computer's Hindenburg Research Report (Short Report on $SMCI) 41:35

2M ago41:35

41:35

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 drama-free industry, the Hindenburg report on Super Micro just changed that. Did SMCI commit fraud, or just so…

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Google (GOOG) as an AI Stock and Nvidia's Investment in Serve Robotics (SERV) 33:08

3M ago33:08

33:08

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 profitability. All in all, Google still doesn't seem like a clear AI winner or the most sound AI stock inve…

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Pegasystems (PEGA) as an AI Stock - Ready for More AI Software Pain? 26:11

3M ago26:11

26:11

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 artificial intelligence buildout, PEGA specializes in business process management (BPM) software and its applic…

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Stock Market Crash - Impending Recession or Unwarranted Selloff? 40:53

3M ago40:53

40:53

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. Should investors buy the crash or sell stocks for the safe haven of cash? We break down the macroeconomic pi…

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This AI Stock Is in Every Phone - Qualcomm (QCOM) as an AI Stock 32:09

3M ago32:09

32:09

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 results. Qualcomm's recent earnings report outperformed peers with a beat on EPS and revenue (plus raising g…

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Marvell to Make Nvidia GPUs Obsolete? $MRVL as an AI Stock 33:24

4M ago33:24

33:24

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, and Amazon for custom AI chips. Marvell is already a leader in optical chips, which help move data between G…

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Oracle Can’t Keep Up with Amazon - $ORCL as an AI Stock 31:38

4M ago31:38

31:38

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 Amazon may provide better cloud computing (and AI cloud) services in the long-run, Oracle still stands to …

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Meta - AI Open Source Doesn't Pay the Bills ($META as an AI Stock) 36:34

4M ago36:34

36:34

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 ban on TikTok may lead to lesser competition in short-form video. While Meta has successfully leveraged AI…

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3 AI Stocks You've Never Heard Of - Coherent (COHR), Axcelis (ACLS), and ASE (ASX) 34:46

4M ago34:46

34:46

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 displays, Axcelis Technologies (ACLS), a company that specializes in ion implantation machines, and ASE Technol…

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Broadcom (AVGO) - The AI Stock Everyone Agrees On 34:16

5M ago34:16

34:16

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, and its focus on application-specific circuitry (AI ASICs). We also discuss the potential risks and rewards …

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The Great Apple Stock Debate - Apple Intelligence Prosperity or ATT-Style Downfall for $AAPL? 34:37

5M ago34:37

34:37

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 Apple's new AI announcement at the WWDC AI event can add new iPhone adoption during the upcoming iPhone up…

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Dell vs SMCI - Battle of the AI Server Companies, Plus Apple's AI Catalyst Moment 29:27

5M ago29:27

29:27

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 sentiment, inflation, and the upcoming Apple event as a catalyst to bolster broad AI adoption. AI Stocks Discus…

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ARM as an AI Stock - ARM's Chip Design Dominance, Google's Latest Flop, and Crypto's Big Win 33:57

5M ago33:57

33:57

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 extremely low float, with SoftBank still holding 90% of ARM shares. We also discuss Google's (GOOG) latest AI …

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ASML as an AI Stock - ASML's Monopoly and Nvidia's Upcoming Earnings 35:10

6M ago35:10

35:10

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 biggest AI event of May - Nvidia earnings this week. AI Companies Discussed: ASML (#ASML), Nvidia (#NVDA) Fo…

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AI Utilities - Eaton (ETN), Carrier (CARR), and Itron (ITRI) 29:55

6M ago29:55

29:55

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 required for training AI models and the expected growth in data centers has boosted growth potential for these…

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Palantir Stock ($PLTR) as an AI Investment? Palantir's Take on AI and the Eccentric CEO of PLTR 31:27

6M ago31:27

31:27

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 software applied to both governmental and non-governmental sectors. PLTR has a history of working with the governm…

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JFrog (FROG) as an AI Stock Investment and Tesla's AI Potential 31:53

6M ago31:53

31:53

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 and financial growth. With its ability to help AI developers deploy trusted open source models via its Arti…

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AI Stock Microsoft - MSFT as an AI Stock Investment 46:12

7M ago46:12

46:12

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 software-as-a-service model. Microsoft's acquisitions, such as GitHub and Activision Blizzard, and its foc…

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ServiceNow as an AI Stock - Investing in NOW as an AI Investment (AI Stock $NOW) 42:00

7M ago42:00

42:00

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 that provides customer service, HR, and employee workflow software. The integration of AI into their products is a k…

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AI Stock Micron (MU) - Micron Technology ($MU) as an AI Stock Investment 30:04

7M ago30:04

30:04

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 metrics in relation to Micron's DRAM and NAAN memory. We also cover potential risks associated with investi…

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AI Robots for Surgery? Intuitive Surgical (ISRG) as an AI Stock 35:01

7M ago35:01

35:01

AI robots for surgery? Intuitive Surgical may eventually make it a reality. We discuss Intuitive Surgical (ISRG) as a potential AI stock, debating the capabilities of robotic surgery and the potential for future advancements in medical artificial intelligence and the computational power of surgical robots. We then discuss the challenges and liabili…

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Astera Labs (ALAB), SoundHound AI (SOUN), Nano-X Imaging (NNOX), Airship AI (AISP) - Small-Cap AI Stocks 38:45

8M ago38:45

38:45

SoundHound (SOUN), Airship AI (AISP), Nano-X Imaging (NNOX), and Astera Labs (ALAB) are the hottest artificial intelligence small-caps on Wall Street. We cover these young AI stocks, starting with a method on how to use ChatGPT to evaluate small-cap AI stocks. Next we discuss the potential of AI small-cap companies and the challenges of narrative i…

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TSM AI Stock Analysis - Taiwan Semiconductor ($TSM) as an Artificial Intelligence Investment 23:34

8M ago23:34

23:34

Is Taiwan Semi the right AI stock for you? In this episode we discuss Taiwan Semiconductor Manufacturing Company (TSM), the top global semiconductor foundry. TSM's impressive earnings report and dominant position in chip manufacturing make it one of the core AI companies to own. We explain the concept of earnings per share (EPS) and highlight TSM's…

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SMCI AI Stock Analysis - Super Micro Computer ($SMCI) as an Artificial Intelligence Investment 26:35

8M ago26:35

26:35

Want to invest in AI stock SMCI? We discuss Super Micro Computer ($SMCI) and its role in the AI industry. SMCI is an AI company that specializes in putting together racks and servers for artificial intelligence (AI) data centers. We analyze SMCI's strong earnings report and the unlimited demand for its products. We also discuss the valuation of SMC…

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AI Stock Analysis on $ANET - Arista Networks as an Artificial Intelligence Investment 26:16

8M ago26:16

26:16

Want to invest in AI stock ANET? Our hosts discuss Arista Networks ($ANET) and its role in the AI industry. They evaluate the company's position in the market, comparing it to competitors like Cisco and Nvidia. While James expresses long-term bearishness on Arista Networks (ANET), citing concerns about its growth potential and competition, Kai sees…

المدونة الصوتية تستحق الاستماع

Investing In Intelligence بودكاست

المدونة الصوتية تستحق الاستماع

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Investing in Intelligence: AI Stocks and Options

Investing in Intelligence

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Cadence Design Systems ($CDNS), SMCI Drama, and How Valuations are Made 41:57

1
Amazon’s ($AMZN) AI Revolution: How AWS and Robotics Are Shaping the Future of AI Investing 33:36

1
AXON’s AI Is a Real Stunner — $AXON As an AI Stock Investment 27:23

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Constellation Energy ($CEG) and Talen Energy ($TLN) - AI Utility Stocks 25:34

1
The CAVA of AI Stocks - Tempus AI (TEM or $TEM) 34:47

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SMCI Hindenburg Report - Super Micro Computer's Hindenburg Research Report (Short Report on $SMCI) 41:35

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Google (GOOG) as an AI Stock and Nvidia's Investment in Serve Robotics (SERV) 33:08

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Pegasystems (PEGA) as an AI Stock - Ready for More AI Software Pain? 26:11

1
Stock Market Crash - Impending Recession or Unwarranted Selloff? 40:53

1
This AI Stock Is in Every Phone - Qualcomm (QCOM) as an AI Stock 32:09

1
Marvell to Make Nvidia GPUs Obsolete? $MRVL as an AI Stock 33:24

1
Oracle Can’t Keep Up with Amazon - $ORCL as an AI Stock 31:38

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Meta - AI Open Source Doesn't Pay the Bills ($META as an AI Stock) 36:34

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3 AI Stocks You've Never Heard Of - Coherent (COHR), Axcelis (ACLS), and ASE (ASX) 34:46

1
Broadcom (AVGO) - The AI Stock Everyone Agrees On 34:16

1
The Great Apple Stock Debate - Apple Intelligence Prosperity or ATT-Style Downfall for $AAPL? 34:37

1
Dell vs SMCI - Battle of the AI Server Companies, Plus Apple's AI Catalyst Moment 29:27

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ARM as an AI Stock - ARM's Chip Design Dominance, Google's Latest Flop, and Crypto's Big Win 33:57

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ASML as an AI Stock - ASML's Monopoly and Nvidia's Upcoming Earnings 35:10

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AI Utilities - Eaton (ETN), Carrier (CARR), and Itron (ITRI) 29:55

1
Palantir Stock ($PLTR) as an AI Investment? Palantir's Take on AI and the Eccentric CEO of PLTR 31:27

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JFrog (FROG) as an AI Stock Investment and Tesla's AI Potential 31:53

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AI Stock Microsoft - MSFT as an AI Stock Investment 46:12

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ServiceNow as an AI Stock - Investing in NOW as an AI Investment (AI Stock $NOW) 42:00

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AI Stock Micron (MU) - Micron Technology ($MU) as an AI Stock Investment 30:04

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AI Robots for Surgery? Intuitive Surgical (ISRG) as an AI Stock 35:01

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Astera Labs (ALAB), SoundHound AI (SOUN), Nano-X Imaging (NNOX), Airship AI (AISP) - Small-Cap AI Stocks 38:45

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TSM AI Stock Analysis - Taiwan Semiconductor ($TSM) as an Artificial Intelligence Investment 23:34

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SMCI AI Stock Analysis - Super Micro Computer ($SMCI) as an Artificial Intelligence Investment 26:35

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AI Stock Analysis on $ANET - Arista Networks as an Artificial Intelligence Investment 26:16

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