Investing in Intelligence: AI Stocks and Options

Nov 03 2024 30 ep. 33 mins 7

Investing in Intelligence: AI Stocks and Options Podcast artwork

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.

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

Nov 03 2024 41 mins

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 high margins. Highlights includ

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

Oct 20 2024 33 mins

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 company’s ventures into robotics a

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

Sep 27 2024 27 mins

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 cars into networks of plate-rea

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

Sep 22 2024 25 mins

Yep, we recorded on Constellation Energy ($CEG) as an AI utility stock two days before it exploded 23% in a day. And yep, we published this episode two days after that meteoric intraday rise (we hope to soon reduce our turnaround time on publishing). While the Three Mile Island Microsoft data center deal solidified Constellation Energy as an AI utility, lesser known Talen Energy ($

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

Sep 06 2024 34 mins

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 their proprietary data might make

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

Aug 29 2024 41 mins

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 some minor accounting violations? In

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

Aug 23 2024 33 mins

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 investment. Oh ya, and move over Waymo

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

Aug 15 2024 26 mins

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 applications in various industries. We d

Stock Market Crash - Impending Recession or Unwarranted Selloff?

Aug 05 2024 40 mins

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 picture and determine whether the cr

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

Aug 01 2024 32 mins

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 guidance). Our stock analysis of Qu