Investing in Intelligence: AI Stocks and…

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

Episode 41

Tuesday, June 17, 2025 • Duration 17:33

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

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

Episode 40

Thursday, May 1, 2025 • Duration 22:58

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

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

Episode 39

Saturday, March 29, 2025 • Duration 33:26

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.

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Crafting Your Market Crash Recovery Profile - With AI Stocks

Episode 38

Tuesday, March 11, 2025 • Duration 27:34

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)

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Chinese AI Stocks to Insulate You from Your DeepSeek Nightmare Scenarios

Episode 37

Saturday, February 8, 2025 • Duration 31:08

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)

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

Episode 36

Wednesday, January 29, 2025 • Duration 24:14

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

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Reddit Isn't an AI Stock - It's an Advertising Stock (So Far...) - RDDT AI Stock Analysis

Episode 35

Monday, January 20, 2025 • Duration 34:25

Reddit is conflicted on AI. User backlash against using subreddits for AI training data sales led to a mixed bag for Reddit executives. In the end, they'll cave and do more AI stuff. For now, Reddit wants to identify as an online advertising company. And they're not doing so bad at that with superb year over year revenue growth. We discuss Reddit's burgeoning data sales business (and its percent of revenue) while looking at RDDT as a potential AI investment.

We also break down market rotations and contemplate the TikTok ban, including whether it could have any effect on Reddit.

AI Stocks Discussed: Intel ($INTC), Reddit ($RDDT), NVIDIA ($NVDA)

You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai

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We Beat Every Analyst on Wall Street in 2024 - But 2025 Looms for AI Stocks

Episode 34

Thursday, January 9, 2025 • Duration 44:42

So our portfolios beat every analyst on Wall Street in 2024, but that's only because we went all in on AI stocks at the start of the year. In this episode we discuss our "reputational PNLs," which are calculated based on our takes on the show. We discuss our big AI winners and big AI losers of 2024 before discussing our 2024 acronyms and making 2025 acronyms. Oh yeah, and quantum computing.

Note that this episode was recorded January 4, 2025 at 1pm. Thus, the bearish remarks on Rigetti Computing at the end of the show were made days before RGTI was cut in half by Jensen's lizard-embossed Tom Ford jacket.

AI Stocks Discussed: IonQ (IONQ), NVIDIA ($NVDA), Rigetti Computing (RGTI), many others

Please note our AI investing portfolio at https://investingintel.ai is now outdated and hasn't been updated in at least 6 months. Listen and watch weekly for the latest AI stock updates.

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Applied Digital’s AI Data Center Pivot: APLD as an AI Stock Investment (ft. ChatGPT o1)

Episode 33

Saturday, December 14, 2024 • Duration 47:06

All in on APLD? In this episode we turn our attention to Applied Digital’s shift from its crypto roots to a future in high-performance AI data centers, following a notable investment from NVIDIA (NVDA). We explore how this pivot impacts the company’s growth prospects, examine whether the promise of GPU-fueled AI expansion can overcome razor-thin margins, and discuss why some AI small caps, like Soundhound, have recently soared.

We also break down market rotations, with chip stocks lagging and software leaders surging, and consider what the latest geopolitical tensions and regulatory shifts could mean for AI investors. From evaluating bond ETFs as hedges to dissecting long-term strategies for emerging AI infrastructure plays, we provide context. Plus, we ponder how upcoming bans, global uncertainty, and shifting consumer behaviors may shape the next chapter of AI investing.

AI Stocks Discussed: Applied Digital ($APLD), NVIDIA ($NVDA), Oracle ($ORCL)

You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai

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Texas Instruments ($TXN) in Focus: AI Impacts and Future Projections (ft. ChatGPT o1-preview)

Episode 32

Tuesday, November 26, 2024 • Duration 40:11

Is Texas Instruments ($TXN) a Buy Amid the Semiconductor Downturn? In this episode, we dive deep into how the world’s largest analog chip maker, Texas Instruments, is navigating the cyclical semiconductor industry and the evolving AI landscape. We analyze Texas Instruments’ significant role in analog chip production, their exposure to the booming Chinese EV market, and discuss whether the optimistic revenue projections for 2025 and 2026 are already priced into the stock.

We also continue the perilous experiment of incorporating ChatGPT’s insights into our stock picks, comparing its recommendations against our own analyses. We also touch upon recent movements in Bitcoin and cryptocurrencies following political events, and consider how geopolitical factors might affect AI investing and the semiconductor sector as a whole.

AI Stocks Discussed: Texas Instruments ($TXN), On Semiconductor ($ON), NXP Semiconductors ($NXPI), ASML Holding ($ASML), NVIDIA ($NVDA), Super Micro Computer ($SMCI), Bitcoin ($BTC)

You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai

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Investing in Intelligence: AI Stocks and Options – Details, episodes & analysis

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Investing in Intelligence: AI Stocks and Options – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other3

Youtube2

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other3

Youtube2