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Artwork for Investing in Intelligence: AI Stocks and Options

Investing in Intelligence: AI Stocks and Options

Investing in Intelligence
Nvidia
Apple
Dell
ASML
SMCI
Microsoft
Artificial Intelligence
Intuitive Surgical
Servicenow
AI Stocks
Market Sentiment
Jfrog
Tesla
Arm Holdings
AI Servers
AI Investment
Micron Technology
Chipotle
USPS
Air France

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 nav... more

PublishesMonthlyEpisodes45Founded2 years ago
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Artwork for Investing in Intelligence: AI Stocks and Options

Latest Episodes

Clarifying comments on the Google/Apple deal reported in Bloomberg yesterday, practically at the exact same time our episode was recorded with speculation on what a Gemini/Siri deal would look like.

We skip the fluff and give you four AI stocks you probably haven't heard of. These four AI stocks are all profitable companies with major AI tailwinds, not to mention one even has a PE of 18 and pays a dividend. In this episode we also discuss the on... more

AI is eating software, and stocks like Monday.com and Adobe have taken a hit. In this episode we give you a game plan to stay off the dinner table, with four AI stocks that benefit from the shift from labor to capital (and from services to capital). ... more

YouTube

Investing in AI stocks in 2025 is equally gratifying and terrifying with the ever-present threat of tariffs and their possible economic impacts. We break down what really matters most in economic indicators - since the overall economy affects AI stoc... more

YouTube

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Recent Guests

Gene Munster
Tech analyst known for his insights into AI and technology trends.
Episode: AI Is Eating Software - 4 AI Stocks to Keep You off the Menu
Stacey Raskin
Top US tech analyst
Episode: CoreWeave IPO, Nvidia GTC, and Tariff and Recession-Proof AI Stocks
Ron DeepSeek R1
AI financial model providing analysis on Alibaba and Baidu
DeepSeek
Episode: Chinese AI Stocks to Insulate You from Your DeepSeek Nightmare Scenarios

Hosts

James
Co-host who presents insights on AI stocks and investment strategies, offering analysis and expert commentary within the realm of AI investment.
Kai
Co-host who engages in discussions on AI stocks and trends, contributing to market forecasts and investment strategies.
Scott
Host providing insights on AI market developments, discussing stock performance and investment opportunities.

Reviews

4.9 out of 5 stars from 167 ratings
  • You need to listen to this show

    I have listen to several episodes and really enjoyed content and insight. Add it to your play list you won’t regret it.

    Apple Podcasts
    5
    AndreR2021
    Canada4 months ago
  • Tempus

    Thanks for the nice podcast which I listen regularly. On the latest podcast about is Tempus the new Cava you guys clearly missed it. Its a bit embarrassing to listen to. There are tons of targeted therapies available besides just chemo, radiation and hormonal. Tumor sequencing helps significantly to find the right targeted therapy which would normally for an oncologist be very difficult. If no therapy available they are even able to link to available clinical studies. Please do your due diligenc... more

    Apple Podcasts
    1
    SjonM
    United States9 months ago
  • I like how they go over past picks. I like how they share current picks in realtime. The ASML pick just had a 2x ETF launched this month, so I’m playing along. Will keep listening and want opportunities to call in.

    Audible
    5
    William Whispell
    United States10 months ago
  • Love the podcast

    I like how they go over past picks. I like how they share current picks in realtime. The ASML pick just had a 2x ETF launched this month, so I’m playing along. Will keep listening and want opportunities to call in.

    Audible
    5
    Anonymous User
    United States10 months ago
  • We beat every analyst in 2024

    James Soaring

    Apple Podcasts
    5
    HopeNotAStrategy
    United States10 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some criticism mentions occasional gaps in covering broader market factors, but overall, the podcast is well-received for its focused content.
Listeners appreciate the thorough insights and analysis provided on AI investments, often highlighting the hosts' expertise and clarity in explaining complex topics.
Feedback includes positive remarks about the strategic advice given, making it a valuable resource for both new and seasoned investors.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#49
Denmark/Business/Investing
Apple Podcasts
#172
Ireland/Business/Investing
Apple Podcasts
#188
Denmark/Business
Apple Podcasts
#190
Hong Kong/Business/Investing
Apple Podcasts
#210
Sweden/Business/Investing
Apple Podcasts
#226
Israel/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Two AI Stocks You’re Overlooking + 3 Factors Determining Boom or Bust in 2025
Q: My question is about Western Digital. What do you think about it?
Western Digital is too, it's just too commodity for me. I can't get behind it.
Applied Digital’s AI Data Center Pivot: APLD as an AI Stock Investment (ft. ChatGPT o1)
Q: What is your opinion on Nvidia's investments in Applied Digital?
Nvidia's stake suggests strong future prospects, with AI-driven demand likely to accelerate their HPC growth trajectory.
Applied Digital’s AI Data Center Pivot: APLD as an AI Stock Investment (ft. ChatGPT o1)
Q: What are your thoughts on Applied Digital?
I'm bearish on Applied Digital because they are a rebranded crypto company that has non-existent margins and a long pathway to growth.
SMCI AI Stock Analysis - Super Micro Computer ($SMCI) as an Artificial Intelligence Investment
Q: Do you expect the EPS to grow over the next four quarters, or do you expect it to be in the five to seven range?
I think the EPS should continue to hold due to consistent orders being placed, despite it not being in the tens of billions revenue category.
SMCI AI Stock Analysis - Super Micro Computer ($SMCI) as an Artificial Intelligence Investment
Q: Do you think their evaluation's fair?
It's key for investors to calculate their own estimation considering the price-to-earnings ratio, especially given the massive growth the company is experiencing.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Focused on the burgeoning landscape of artificial intelligence, this podcast offers in-depth analyses and insights into AI-related stocks and investment strategies. With discussions covering a range of topics from the latest market trends and IPOs to the impact of geopolitical forces on AI companies, listeners gain valuable perspectives on how to navigate the complexities within the AI investment space. Unique features include the hosts' critiques of popular financial media and their emphasis on lesser-known AI stocks that may offer high potential returns. The blend of market forecasts and expert advice appeals particularly to both new and seasoned investors looking to comprehend the fast-evolving AI sector.

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. Chit Chat Stocks
2. Zacks Market Edge
3. We Study Billionaires - The Investor’s Podcast Network
4. Barron's Live
5. Investing Insights

How many episodes of this podcast are there?

this podcast launched 2 years ago and published 45 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Gene Munster
2. Stacey Raskin
3. Ron DeepSeek R1

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