Investing in Intelligence: AI Stocks and Options

Investing in Intelligence
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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.

  1. 9月14日

    AI Is Eating Software - 4 AI Stocks to Keep You off the Menu

    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). We first cover a new AI data center play and why all analysts rate it a buy with at least 40% upside, before taking a second look at rare earth stocks like MP Materials and USAR (with a surprise appearance by a major Australian rare earth company you've never heard of). The episode wraps up with a final analysis of Google - you might be surprised to find our take after Google's impressive comeback over the last couple months. AI Stocks Discussed: Google (GOOG), MP Materials (MP), USA Rare Earth Inc (USAR), Lynas Rare Earths Ltd (LYSCF), WhiteFiber (WYFI), and many more. Catch our daily AI stock news show on Youtube at https://www.youtube.com/@InvestingInAI

    30 分鐘

  2. 8月4日

    Databricks IPO and the Next Three Years in AI

    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 stocks more than anything - before we take a look at what the next three years in AI will bring. Learning from the successes of Circle and CoreWeave - we tip you off to the next big AI IPO (DataBricks). DataBricks is expected to IPO before the conclusion of 2025, but it could get pushed out if the economy sours. AI Stocks Covered in This Episode: Google (GOOG), Uber (UBER), QuantumScape (QS), DataBricks (private), Circle (CRCL), and CoreWeave (CRWV)

    10 分鐘

  3. 6月17日

    Two AI Stocks You’re Overlooking + 3 Factors Determining Boom or Bust in 2025

    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 infrastructure stocks, we cover our big profits in Coreweave (CRWV), Circle (CRCL), Nebius (NBIS), and Applied Digital (APLD). Next we tell you what to disregard for the rest of the year and what to watch to determine where stocks are headed next - spoiler alert: effects of tariffs beat out inflation and war.  Don't miss our final segments on China and a timely warning on Google! AI Stocks Covered: AliBaba (BABA), Baidu (BIDU), Western Digital (WDC), Seagate (STX), Coreweave (CRWV), Circle (CRCL), Nebius (NBIS), Applied Digital (APLD), Tesla (TSLA), Google (GOOG), and several more

    18 分鐘

  4. 5月1日

    China's AI Advantage and Hedges for the Recession We're Already In

    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 picture. Despite blowout earnings from Microsoft (MSFT) and Meta (META), 44% of S&P companies that have reported so far have mentioned "recession" on their earnings calls. We highlight three key events over the next three trading days: Amazon and Apple earnings, the labor report, and ISM services. Regardless of where things go in May, we provide our ideal hedges for the rocky two quarters to come, including a detailed explanation of treasury ETF basics and Chinese tech ETFs.  AI Stocks Covered: Microsoft (MSFT), Amazon (AMZN), Meta (META), SAP (SAP), IBM (IBM), and many more

    23 分鐘

  5. 3月29日

    CoreWeave IPO, Nvidia GTC, and Tariff and Recession-Proof AI Stocks

    AI stock victim? We can help, starting with an analysis of the CoreWeave IPO disaster, a GTC that failed to kill persistent skepticism against Nvidia (NVDA), and....(drumroll) which AI stocks are safe from tariffs and recession, and which are sure to get slaughtered.  Join us for an AI investing cope session, accompanied by keen macroeconomy analysis (really, it's good analysis).  AI Stocks Covered: Nvidia (NVDA), CoreWeave (CRWV), Amazon (AMZN), Meta (META), and many more.

    33 分鐘

  6. 3月11日

    Crafting Your Market Crash Recovery Profile - With AI Stocks

    According to the market media, Nvidia has declined 105%, we're in the middle of a fierce recession, and there's no longer any need for GPUs due to Chinese dominance. In this episode we use AI and expert economists' commentary to clarify why the dominant narratives of the market pullback are, well, not quite right. If you're not sure how to think about the market crash - or if you feel like you want to sell everything and hide out until next year - this episode is for you. AI Stocks Covered: Nvidia (NVDA), AliBaba (BABA), Microsoft (MSFT), Broadcom (AVGO), Meta (META), Marvell (MRVL), Taiwan Semi (TSM)

    28 分鐘

  7. 2月8日

    Chinese AI Stocks to Insulate You from Your DeepSeek Nightmare Scenarios

    Chinese dumping of AI open-source models and cheap Chinese AI inference could kill American AI, right? Even if not, we consider the best Chinese AI stocks to help you hedge against potential American mediocrity in AI. Consider AliBaba the Amazon of China, Baidu the Google of China, and Xiao-I the SoundHound of China. Pick your Chinese poison, and bottoms up. AI Stocks Covered: AliBaba (BABA), Baidu (BIDU), Xiao-I, Nvidia (NVDA)

    31 分鐘

  8. 1月29日

    The DeepSeek Panic Was an Nvidia Hit Job - The DeepSeek Conspiracy Explained as NVDA Recovers

    As cries of DeepSeek death echoed the halls of Wall Street, Nvidia sank 105% on Monday due to terrified AI investors whose worst fears finally came true (tech companies are spending 95% too much on the AI buildout, there will never be any profit in AI inference, and China has co-opted all of America's AI success). Of course none of their fears are actually true, but the one day largest stock loss in history sure seems to indicate a lot of investors believed it. In this impromptu episode we cover the false narratives surrounding DeepSeek and what appears to have been a well-crafted short report boiled down to one false narrative: China trained a superior AI model with $5 million. AI Stocks Discussed: Nvidia ($NVDA) You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai

    24 分鐘
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4.7
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12 則評分

簡介

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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