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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
Chatgpt
AI Stocks
Market Sentiment
Jfrog
Tesla
Arm Holdings
AI Servers
AI Investment
Micron Technology
Visa
US Army

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

PublishesMonthlyEpisodes43Foundeda year ago
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Artwork for Investing in Intelligence: AI Stocks and Options

Latest Episodes

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

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

We've made double the returns of the NASDAQ and S&P so far this year, so it's time to take a look at what's working (and what's not). In doing so we discovered two hidden AI plays that no one's talking about. Before discussing those two stealth AI in... more

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AI stocks are back in vogue (for about three days now). But will this AI earnings surge continue? The answer is always in the economy, and in this episode we aggregate advice from the top economists in the world to paint a slightly more nuanced pictu... more

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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
Host and co-host analyzing AI stocks, providing insights and recommendations on investment strategies.
Kai
Co-host focusing on AI investments and market analysis, engaged in discussions around AI stocks and options.

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
    Canada3 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 States8 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 States8 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 States8 months ago
  • We beat every analyst in 2024

    James Soaring

    Apple Podcasts
    5
    HopeNotAStrategy
    United States8 months ago

Listeners Say

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

Listeners appreciate the podcast for its insightful content and strategic investment advice, often highlighting the depth of analysis provided by the hosts.
The engaging discussions and practical tips resonate well with audiences, making it a favorite among active investors in the AI space.
Some feedback criticizes specific points made during episodes, particularly around market predictions, indicating a mix of both high praise and critical analysis from the audience.

Chart Rankings

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

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

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Frequently Asked Questions About This Podcast

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

This podcast offers in-depth insights into AI stocks and market trends, catering to enthusiasts and investors interested in navigating the dynamic landscape of artificial intelligence. Episodes provide thorough analysis of promising investments, critical stock performances, and expert commentary on future market forecasts. The hosts break down various strategies for investing in AI, contrasting different companies' prospects, including exploring their technology and market positions. Unique to this podcast is the focus on actionable investment advice that is both timely and relevant, making it a valuable resource for anyone looking to enhance their knowledge and equity in the burgeoning AI sector.

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How many episodes of this podcast are there?

this podcast launched a year ago and published 43 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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