The MoneyFlows Show

MoneyFlows
  • 4.2 (11)
  • Investing
  • Updated Weekly

What moves markets and stocks? Big money. Jason Bodner and Lucas Downey, co-founders of MoneyFlows (formerly MAPsignals), spent their Wall Street careers learning how the big players do it. The best stocks out there see big money activity. We've learned a lot over the years and are sharing it with you! In this podcast we explore historical studies, macro themes, and all kinds of powerful evidence-based research to help you become a better investor. There's always a hidden narrative. Flows reveal it!

  1. 4d ago

    Ep. 44 - Best 3 AI Data Center Stocks to Buy Now | Muse Agentic Boom

    🚀 Join Frontiers Lite: Get monthly access to our top 20 ranked outlier stocks. https://www.youtube.com/channel/UC4nueJix0bSLmZyilUuCVrQ/join⚡Best 3 AI Data Center Stocks to Buy Now The AI data center buildout is taking over the market—accounting for nearly 50% of all commercial construction and pulling unprecedented energy draws across the globe. While most investors only focus on front-end AI chatbots, the real opportunity lies in the physical infrastructure powering this revolution.In this video, Luke and Jason break down the entire AI data center ecosystem, share a rare market timing signal from our Big Money Index (BMI), and reveal 3 all-star frontier outlier stocks poised for massive upside.⏱️ TIMESTAMPS00:00 – The Massive AI Data Center Infrastructure Boom01:15 – Energy Grid Demands & The Shift to AI Agents03:24 – Big Money Index (BMI) Signal & Seasonal Bottom Setup04:38 – Introducing Money Flows Frontiers Light06:04 – Western Digital (WDC) – Essential AI Data Storage09:45– Advanced Micro Devices (AMD) – High-Performance Computing & Systems14:28 – Lam Research (LRCX) – Critical Semiconductor Etch & Deposition 📊 STOCKS FEATURED IN THIS VIDEO#WesternDigital (#WDC) Why it matters: Every AI prompt and agent interaction requires massive data storage. Cloud accounts for 90% of WDC’s HDD business, supported by long-term customer agreements through 2031. Key Metrics: Down 40% from highs, offering a forward 2-year P/E of just 10x with EPS projected to reach $45 by FY2029.#AdvancedMicroDevices (#AMD) Why it matters: Provides high-performance CPUs, GPUs, and full rack-scale system architecture required for AI model training and inference. Key Metrics: Reached a $1T valuation with plans to double data center revenue by 2027, maintaining a PEG ratio under 1.0 and appearing 52 times on our Top 20 research list.#LamResearch (#LRCX) Why it matters: Manufactures the highly complex etch and deposition equipment essential for fabricating microscopic 3D structures on advanced silicon wafers. Key Metrics: Currently pulled back 27% from highs with a 2-year forward P/E of 22x; cited as a Top 20 outlier 107 times on our institutional flow research.--- KEY MARKET SIGNALS:#BigMoneyIndex (#BMI): Approaching oversold territory—a rare buying signal historically associated with powerful market rallies.Seasonal Timing: Historical midterm election year data highlights an October market bottom before a strong multi-month recovery.---🔔Like & Subscribe to Money Flows for weekly institutional market analysis, stock breakdowns, and frontier outlier alerts every Thursday at 9:00 AM ET!*Disclaimer:Content is for educational and informational purposes only and should not be considered personalized financial advice. Full disclosures in video.#MoneyFlows #DataCenters #AIstocks #SI #AI #LucasDowney #JasonBodner #Stocks #AIinvesting

  2. Sep 24

    Ep. 43 - Best 3 AI Optical Stocks to Buy Now for 2027 | Photonics Light Bottleneck

    🚀 Join Frontiers Lite: Get monthly access to our top 20 ranked outlier stocks. https://www.youtube.com/channel/UC4nueJix0bSLmZyilUuCVrQ/join⚡ Top 3 AI #PhotonicsStocks for 2027 (Beyond Memory & Copper!)If memory was the biggest #AIbottleneck of 2026, optics and photonics are taking center stage as the critical connection infrastructure. As traditional copper connections hit physical limits with heat and resistance, the AI revolution is switching from electrons to photons—moving massive data streams at light speed[.In this video, Luke and Jason break down why major players like #Nvidia and Corning are scaling optical capacity by 10x, and reveal the top 3 photonics frontier stocks positioned to dominate this multi-billion-dollar refresh cycle.📌 Timestamps0:00 – Introduction: The Shift to Photonics & Optical Connections0:45 – Why Photons (Light) Are Replacing Copper (Electrons)4:25 – Corning (GLW) – The Optical Fiber Highway8:30 – Marvell Technology (MRVL) – The Silicon Photonics Brain13:00 – MaxLinear (MXL) – The High-Speed Optical Interface📊 Featured AI Optical Stocks: Corning Inc. (NYSE: GLW) – The Highway: Providing the essential optical fiber tubes and connectivity infrastructure connecting AI GPU clusters.Marvell Technology Inc. (NASDAQ: MRVL) – The Brain: Silicon photonics and DSP technology delivering next-gen 102.4 Terabits per second throughput.MaxLinear Inc. (NASDAQ: MXL) – The Interface: High-speed semiconductor modules conditioning optical signals for 1.6T optical connections.🔔 Subscribe & Join the Frontiers Community:👍 Like & Subscribe for institutional money flow analysis every week! 📅 Tune in every Thursday at 9:00 AM Eastern.📺 Watch Next:Check out our previous episode on AI Memory Stocks: https://youtu.be/nye04xFjnYk ⚠️ Disclaimer:This video is for educational and informational purposes only and does not constitute financial advice. Luke holds a personal position in MXL at the time of recording. Always conduct your own research before investing.#Photonics #AIPhotonics #OpticalStocks #AIInvesting #Corning #GLW #Marvell #MRVL #MaxLinear #MXL #StockMarket #MoneyFlows

  3. Sep 17

    Ep. 42 - Best 3 Memory & Storage Stocks to Buy Now | DRAM NAND HBM Bottleneck

    Is Wall Street dead wrong about the AI slowdown? Despite headlines from tech leaders calling for an AI pause, the underlying demand for AI memory and storage is skyrocketing into a massive supply bottleneck.In this video, we break down why the AI memory crunch is creating one of the biggest market opportunities right now and reveal 3 heavily undervalued memory and storage stocks sitting at rock-bottom valuations.📌 Video Timestamps & Key Topics00:00 – Is Wall Street Wrong About the AI Slowdown?00:45 – The AI Memory Bottleneck Explained (DRAM vs. HBM)02:15 – Stock #1: The AI Memory Powerhouse05:30 – Stock #2: Data Warehousing for AI08:10– Stock #3: The Memory "Traffic Cop"11:20 – Institutional Money Flows & Price Targets13:00 – Key Takeaways & What's Coming Next💡 Key Insights Covered in This VideoThe Bottleneck: Why memory demand is surging exponentially while manufacturing capacity remains severely constrained.HBM Crunch: How High Bandwidth Memory complexity creates a severe yield constraint across global DRAM production.Institutional Flows: How smart money is positioning around top fundamental memory and storage players during recent consolidations.Track institutional flows and thematic indexes at MoneyFlows.com🔔 CONNECT & SUBSCRIBESubscribe to the channel for weekly deep dives into market trends, AI infrastructure, stock opportunities and more!Join us every Thursday at 9:00 AM Eastern for our live market breakdown!⚠️ DISCLAIMERThis video is for educational and informational purposes only and does not constitute financial or investment advice. Always conduct your own research before making investment decisions. Watch our Buy 3 Oversold Photonics Stocks NOW video next! 📺WATCH➡️https://youtu.be/4lDFSq24tVM#MemoryStocks #Investing #Semiconductors #Micron #MU #SanDisk #SNDK #AIslowdown #JasonBodner #LucasDowney #StockMarket #MoneyFlows

  4. Sep 10

    Ep. 41 - Optoelectronics Fire Sale | Buy 3 Oversold Photonics Stocks NOW

    Frontiers Lite YouTube membership, open this link in a desktop browser for $14.99 per month https://www.youtube.com/channel/UC4nueJix0bSLmZyilUuCVrQ/joinLight Speed Gains: 3 Oversold Photonics Stocks to Buy NOW 🚀As AI data center clusters scale beyond a million processors, traditional copper wire interconnects are hitting a physical wall due to severe distance and power limits. Moving massive amounts of data in next-generation architectures—such as Broadcom’s Tomahawk 6 moving 100+ trillion bits per second or Nvidia’s Vera Rubin system moving 260 terabytes per second—requires light.In this video, we break down the mechanics of optoelectronics (converting electrical binary signals into light pulses via lasers, modulators, and transceivers) and highlight three beaten-down photonics stocks poised to capture explosive growth as optics expand deeper into AI infrastructure.⏱️ TIMESTAMPS00:00 – The Copper Bottleneck: Why AI Clusters Need Light02:15 – Optoelectronics Explained: Transceivers, Lasers, & Modulators05:00 – Stock #1: #Lumentum Holdings (#LITE) – Core Optical Components10:30 – Stock #2: #Ciena (#CIEN) – The Optical Traffic Director16:00 – Stock #3: #AppliedOptoelectronics (#AAOI) – High-Torque Transceiver Play19:18 – Outlook & Next Week’s Photonics Bottleneck Special📊 FEATURED STOCKS & KEY METRICS1. Lumentum Holdings (LITE)Role in AI: Sits at the heart of optoelectronics, manufacturing essential lasers and modulators that enable processors to communicate at light speed.Financial Highlights: Last quarter revenue surged 109% YoY to over $1 billion, with operating margins expanding from 15% to 37%.Growth Outlook: Projected EPS rises from $21.52 in 2027 to $46.82 in 2029 with a PEG ratio of just 0.34.Price Targets: Initiated with $1,200 (Deutsche Bank) and $1,100 (Evercore ISI) targets.2. Ciena Corporation (CIEN)Role in AI: Acts as the "traffic director," constructing high-speed optical highways to move data between massive, distributed computing clusters.Financial Highlights: Down 49% from highs despite growing revenue 37% YoY to $1.67 billion and doubling earnings by 215%.Growth Outlook: Full-year revenue guided to $6.4B (+35%), with the optical networking addressable market doubling from $25B to $50B by 2029.Price Target: Consensus target of $520 implies ~62% potential upside.3. Applied Optoelectronics (AAOI)Role in AI: Manufactures high-speed optical transceivers (800G and 1.6T) with in-house laser manufacturing that insulates it from supply chain bottlenecks.Financial Highlights: Fifth consecutive quarter of record revenue (+86% to $192M); 800G shipments more than doubled quarter-over-quarter.Growth Outlook: Demand for 800G/1.6T products is projected to exceed production capacity through mid-2027. Revenue expected to scale from ~$1.1B in 2026 to $5.1B in 2028, compressing forward P/E down to 9.9x.Price Target: Consensus target of $170 implies ~61% upside.Track institutional flows and thematic indexes at MoneyFlows.com🔔 CONNECT & SUBSCRIBESubscribe to the channel for weekly deep dives into market trends, AI infrastructure, stock opportunities and more!Join us every Thursday at 9:00 AM Eastern for our live market breakdown!⚠️ DISCLAIMERThis video is for educational and informational purposes only and does not constitute financial or investment advice. Always conduct your own research before making investment decisions. Watch our Buy 3 AI Semiconductor Stocks to Buy Now video next! 📺WATCH➡️https://youtu.be/Om1B5QnFfTE#Photonics #FiberOptics #AIstocks #Optoelectronics #StockMarket #Investing #TechStocks #PhotonicsStocks #AIdatacenter

  5. Sep 3

    Ep. 40 - NVIDIA Stuns Wall Street | Buy 3 AI Semiconductor Stocks Now | WFE DRAM NAND

    Frontiers Lite YouTube membership, open this link in a desktop browser for $14.99 per month https://www.youtube.com/channel/UC4nueJix0bSLmZyilUuCVrQ/join🚀 Nvidia's mind-blowing forward guidance has shocked the world, but how do you play this massive AI capex expansion beyond just buying Nvidia?In this video, we break down the basics of semiconductor technology and dive deep into three all-star Wafer Fab Equipment (WFE) stocks that are poised to double or see massive growth as we approach 2027. We analyze their technology, fundamentals, earnings, and institutional money flows.🔥 What You'll Learn in This Video:The basics of computing: How we went from 18,000 vacuum tubes in the 1940s ENIAC to 336 billion transistors on a single Nvidia GPU system.What is Wafer Fab Equipment (WFE) and how chips are built layer-by-layer (like a 3D printer).Advanced Packaging: Why stacking High Bandwidth Memory (HBM) on GPUs is a game-changer.Inside the Stocks: Deep-dive fundamental and money flow analysis for #AMAT, #LRCX, and #KLAC.📈 The 3 All-Star WFE Stocks Covered: 1️⃣ #AppliedMaterials (AMAT) The powerhouse that engineers the microscopic layers of metal and insulation. With a forward PE below 25, a massive Q3 earnings beat, and analysts projecting a potential earnings double in two years, is this a major valuation gift?2️⃣ #LamResearch (LRCX) The expert in etch and deposition that literally shapes the chip's circuitry. Discover why its $3B global R&D expansion, stellar 79.2% fundamentals score, and a historic "Stairway to Heaven" institutional money flow signal make LRCX a high-conviction play.3️⃣ #KLACorp (KLAC) The master of inspection and metrology. As chips reach atomic scale, finding defects is harder than ever. Learn why KLA's 60-65% gross margins, robust sales forecasts through 2029, and appearance on our Top 20 research 51 times make it a bonafide Outlier.⏳ Timestamps:00:00 - Nvidia's Guide & The AI Capex Boom01:15 - Chip Primer: From ENIAC to 336B Transistors02:45 - What is WFE & Advanced Packaging?04:10 - Applied Materials (AMAT) Deep Dive07:30 - Lam Research (LRCX) Deep Dive10:15 - KLA Corporation (KLAC) Deep Dive12:45 - Money Flows & Outlier Institutional Signals13:40 - Join Frontiers Lite Membership & What's Next!Track institutional flows and thematic indexes at MoneyFlows.comDisclaimer: Educational content only, not financial advice.🔔 Make sure to LIKE and SUBSCRIBE to help support the channel!📅 Tune in next Thursday at 9:00 AM Eastern for our special episode on Optoelectrical Stocks!🎥 Watch our Best 4 Optical Stocks to Buy Now video next! 📺WATCH➡️https://youtu.be/A6mKXyZHGMk#WaferFabEquipment #WFE #NVIDIA #AiStocks #SemiStocks #JasonBodner #LucasDowney #MoneyFlows

  6. Aug 27

    Ep. 39 - Memory Meltdown | Best 3 Storage Stocks to Buy Now with 50 - 70% UPSIDE

    The AI revolution is hitting a massive wall—and it’s not the processors, it’s the memory. With major manufacturers forecasting tight supply and shortages extending through 2027 and beyond, the "memory wall" is here to stay. In this video, we break down the structural supply-demand imbalance in the semiconductor industry and why the recent market pullback offers a historic buying window for three undervalued stock leaders:🚀#Micron Technology (#MU)• Price: $910 (Forward P/E: 5.9)• Target: $1,571 (72% Implied Upside)• Catalyst: Binding multi-year agreements through 2030 and expansion into physical AI.💾 #WesternDigital (#WDC)• Price: $435 (P/E: Under 20)• Target: $684 (57% Implied Upside)• Catalyst: Long-term agreements through 2031 to meet massive demand for high-capacity HDDs.⚡#SanDisk (#SNDK)• Price: Under $1,500 (P/E: Under 7)• Target: $2,237 (50% Implied Upside)• Catalyst: Guaranteed volume contracts and a target to reach a $20 billion annual free cash flow run rate.We examine the money flows, tech fundamentals, and political cycles to give you the ultimate semiconductor playbook.TIMESTAMPS:0:00 - Introduction & The 2027 Memory Bottleneck1:15 - What is the "Memory Wall" & HBM?3:10 - Why We Can't Build Fabs Fast Enough4:20 - Micron (MU) Stock Analysis7:00 - Western Digital (WDC) & The Storage Crisis9:15 - SanDisk (SNDK) & The Flash Memory Opportunity11:00 - Market Pullbacks & Timing the Bottom12:30 - Outro & Next Week's PreviewTrack institutional flows and thematic indexes at MoneyFlows.comFrontiers Lite YouTube membership, open this link in a desktop browser for $14.99 per month https://www.youtube.com/channel/UC4nueJix0bSLmZyilUuCVrQ/joinDisclaimer: Educational content only, not financial advice.🔔 LIKE and SUBSCRIBE to stay ahead of the markets!🎥 Watch our Best 4 Optical Stocks to Buy Now video next! 📺WATCH➡️https://youtu.be/A6mKXyZHGMk📅 New videos drop every Thursday at 9:00 AM Eastern.#MemoryStocks #Investing #Semiconductors #AIBottleneck #JasonBodner #LucasDowney #StockMarket #MoneyFlows

  7. Aug 20

    Ep. 38 - Photonics Stocks Crash | Best 4 Optical Stocks to Buy Now

    ⚡️ AI is pushing fiber optic speeds to the absolute limit! ⚡️With scientists breaking a world record by transmitting 450 T bps under London, traditional copper networking can't keep up with the massive demands of artificial intelligence. AI workloads need the speed of light—and that means an absolute explosion in demand for optical communications and silicon photonics.In this video, we break down 4 high-growth stocks capitalizing on this physical hardware revolution, and explain why a recent market liquidation has opened up a prime buying opportunity.📈 STOCKS COVERED:#Coherent (#COHR): Nvidia's $2B partner pushing 3.2 Tbps transceiver speeds.#Fabrinet (#FN): The undisputed king of precision packaging and manufacturing.#Lumentum (#LITE): Powering the ecosystem with advanced lasers and optical modulators.#TowerSemiconductor (#TSEM): The foundational foundry turning silicon photonics into mass-market chips.⏱️ CHAPTERS:00:00 - The 450 Tbps Record & Why AI Needs Optics04:10 - Coherent (COHR) & Nvidia's Strategic Bet06:45 - Fabrinet (FN) & Precision Scale09:15 - Lumentum (LITE) & Powering the Light11:30 - Tower Semiconductor (TSEM) Foundry Play13:45 - The Liquidation Buying OpportunityTrack institutional flows and thematic indexes at MoneyFlows.comDisclaimer: Educational content only, not financial advice.🔔 Like and subscribe to our channel for more institutional-grade market analysis. 👍🎥 Watch our Best Memory Stocks Buy Post Crash video next! 📺WATCH➡️https://youtu.be/QTEkyMRUOOE📅 Tune in every Thursday at 9:00 a.m. Eastern for our weekly oversold opportunities show.#FiberOptics #Photonics #MarketSelloff #BuytheDip #MoneyFlows #LucasDowney #JasonBodner

  8. Aug 13

    Ep. 37 - Top 3 AI Cybersecurity Stocks for the AI Era

    How to Trade the Cybersecurity Boom: 3 Cybersecurity Stocks Wall Street Is Quietly Piling IntoHackers are coming for your money and your data—and AI is making them smarter. In this episode, Luke and Jason break down how to safeguard your digital life and highlight three powerhouse stocks positioned to dominate this new security frontier.We pull back the curtain on the massive cybersecurity universe and look at the institutional money flows behind three market leaders.📊 The 3 Cybersecurity Stocks We Cover:2:24 #Fortinet (#FTNT): The defensive shield protecting critical infrastructure and decades-old operational technology (OT) from modern AI hacks.6:09 #PaloAltoNetworks (#PANW): Stitching cloud, network, and endpoint security into a single platform to fight machine-speed attacks.10:13 #Palantir (#PLTR): The data integration engine helping organizations and the US military make sense of massive data to spot critical threats.🎥 Watch our Best Memory Stocks Buy Post Crash video next! 📺WATCH➡️https://youtu.be/QTEkyMRUOOE🔔 Like and Subscribe for more deep dives into institutional money flows! 👍📅 Tune in next Thursday at 9:00 AM Eastern for our DEEP DIVE episode on Photonics!Disclaimer: This video is for educational purposes only and does not constitute financial advice. Always do your own research.#CybersecurityStocks #AIInvesting #StockMarket#Investing #StocksToBuy #LucasDowney #JasonBodner #MoneyFlows

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4.2
out of 5
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About

What moves markets and stocks? Big money. Jason Bodner and Lucas Downey, co-founders of MoneyFlows (formerly MAPsignals), spent their Wall Street careers learning how the big players do it. The best stocks out there see big money activity. We've learned a lot over the years and are sharing it with you! In this podcast we explore historical studies, macro themes, and all kinds of powerful evidence-based research to help you become a better investor. There's always a hidden narrative. Flows reveal it!

Information

  • Creator
    MoneyFlows
  • Years Active
    2020 - 2026
  • Episodes
    124
  • Rating
    Clean
  • Copyright
    © 608218
  • Show Website
    The MoneyFlows Show

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