Investing in Intelligence: AI Stocks and Options
Episodes
AI Military and Defense Stocks - The Intelligent Future is Violent
14 Mar 2026
Contributed by Lukas
The Iran war is raging and the 2026 stock market hinges not on the ultimate outcome of the war, but rather the immediate unblocking of the Strait of H...
How AMD Earnings, Clawdbot ft. Claude Legal, and Other Burryesque AI Narratives Can Make You Money
05 Feb 2026
Contributed by Lukas
AMD earnings happened and somehow got noticed, the non-Claude Clawdbot "sucks" but scares (dracula?), and Michael Burry loves Gamestop but N...
SPECIAL UPDATE: Clarification on Comments on Google/Apple Gemini+Siri AI Deal
06 Nov 2025
Contributed by Lukas
Clarifying comments on the Google/Apple deal reported in Bloomberg yesterday, practically at the exact same time our episode was recorded with specula...
The Next 4 AI Stocks, OpenAI's "Netflix Playbook," and Being Antiso
06 Nov 2025
Contributed by Lukas
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 tail...
AI Is Eating Software - 4 AI Stocks to Keep You off the Menu
14 Sep 2025
Contributed by Lukas
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, wi...
Databricks IPO and the Next Three Years in AI
04 Aug 2025
Contributed by Lukas
Investing in AI stocks in 2025 is equally gratifying and terrifying with the ever-present threat of tariffs and their possible economic impacts. We br...
Two AI Stocks You’re Overlooking + 3 Factors Determining Boom or Bust in 2025
17 Jun 2025
Contributed by Lukas
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'...
China's AI Advantage and Hedges for the Recession We're Already In
01 May 2025
Contributed by Lukas
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 epi...
CoreWeave IPO, Nvidia GTC, and Tariff and Recession-Proof AI Stocks
29 Mar 2025
Contributed by Lukas
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 ...
Crafting Your Market Crash Recovery Profile - With AI Stocks
11 Mar 2025
Contributed by Lukas
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 ...
Chinese AI Stocks to Insulate You from Your DeepSeek Nightmare Scenarios
08 Feb 2025
Contributed by Lukas
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 st...
The DeepSeek Panic Was an Nvidia Hit Job - The DeepSeek Conspiracy Explained as NVDA Recovers
29 Jan 2025
Contributed by Lukas
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 tr...
Reddit Isn't an AI Stock - It's an Advertising Stock (So Far...) - RDDT AI Stock Analysis
20 Jan 2025
Contributed by Lukas
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, th...
We Beat Every Analyst on Wall Street in 2024 - But 2025 Looms for AI Stocks
09 Jan 2025
Contributed by Lukas
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 thi...
Applied Digital’s AI Data Center Pivot: APLD as an AI Stock Investment (ft. ChatGPT o1)
14 Dec 2024
Contributed by Lukas
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 cente...
Texas Instruments ($TXN) in Focus: AI Impacts and Future Projections (ft. ChatGPT o1-preview)
26 Nov 2024
Contributed by Lukas
Is Texas Instruments ($TXN) a Buy Amid the Semiconductor Downturn? In this episode, we dive deep into how the world’s largest analog chip maker, Tex...
ChatGPT o1-Preview Cohosts Her First Podcast to Analyze $ON Semiconductor as an AI Stock
16 Nov 2024
Contributed by Lukas
ChatGPT's o1-preview cohosted her first podcast to give her take on $ON Semi as an AI stock. o1-preview (codenamed "Ona") starts by ana...
Cadence Design Systems ($CDNS), SMCI Drama, and How Valuations are Made
04 Nov 2024
Contributed by Lukas
Is Cadence Design Systems ($CDNS) the next standout AI stock? We delve into how this leader in electronic design automation software is poised to capi...
Amazon’s ($AMZN) AI Revolution: How AWS and Robotics Are Shaping the Future of AI Investing
20 Oct 2024
Contributed by Lukas
Is Amazon ($AMZN) an underrated AI stock investment? We explore how the tech giant is positioned to capitalize on the growth of AI investing through i...
AXON’s AI Is a Real Stunner — $AXON As an AI Stock Investment
27 Sep 2024
Contributed by Lukas
Axon Enterprise ($AXON) is transforming law enforcement with artificial intelligence. Now a self-proclaimed "AI company," their Draft 1 soft...
Constellation Energy ($CEG) and Talen Energy ($TLN) - AI Utility Stocks
22 Sep 2024
Contributed by Lukas
Yep, we recorded on Constellation Energy ($CEG) as an AI utility stock two days before it exploded 23% in a day. And yep, we published this episode tw...
The CAVA of AI Stocks - Tempus AI (TEM or $TEM)
07 Sep 2024
Contributed by Lukas
Unlike other "AI Stocks," Tempus AI has done a phenomenal job of not crashing. Since nearly doubling two months after its IPO, $TEM has help...
SMCI Hindenburg Report - Super Micro Computer's Hindenburg Research Report (Short Report on $SMCI)
30 Aug 2024
Contributed by Lukas
Super Micro Computer has a Hindenburg Report, and SMCI stock dropped 27% on the news. Hindenburg Research has hit $SMCI with a slew of allegations, an...
Google (GOOG) as an AI Stock and Nvidia's Investment in Serve Robotics (SERV)
23 Aug 2024
Contributed by Lukas
Is Google (GOOG and GOOGL) finally an AI stock worth investing in? We discuss the breakup of Google by the U.S. government, the $GOOGL's AI capab...
Pegasystems (PEGA) as an AI Stock - Ready for More AI Software Pain?
16 Aug 2024
Contributed by Lukas
Is the next big AI stock Pegasystems (PEGA)? We contemplate whether $PEGA is the AI stock the market has been waiting for, considering Pegasystems&apo...
Stock Market Crash - Impending Recession or Unwarranted Selloff?
05 Aug 2024
Contributed by Lukas
The stock market has officially crashed. On Sunday night trading was halted in Japan along with 24-hour markets in the US. Crypto crashed, with Ethere...
This AI Stock Is in Every Phone - Qualcomm (QCOM) as an AI Stock
02 Aug 2024
Contributed by Lukas
Is Qualcomm ($QCOM) the AI stock for you? Qualcomm is a leader in baseband chips (AKA modems) for 3G/4G/5G and receives royalties from every iPhone so...
Marvell to Make Nvidia GPUs Obsolete? $MRVL as an AI Stock
17 Jul 2024
Contributed by Lukas
When Nvidia and Broadcom fell as part of an overall AI selloff, Marvell rose in trading today. Indeed, the market is honing in on Marvell as a custom ...
Oracle Can’t Keep Up with Amazon - $ORCL as an AI Stock
11 Jul 2024
Contributed by Lukas
Is Oracle the AI stock for you? We put Oracle ($ORCL) and in the crosshairs of our AI stock-picking masterminds, considering its relationship with Tik...
Meta - AI Open Source Doesn't Pay the Bills ($META as an AI Stock)
04 Jul 2024
Contributed by Lukas
Meta decided to be a metaverse company and now wants to be an AI company. But open source AI models don't lead to revenue, and Meta's main s...
3 AI Stocks You've Never Heard Of - Coherent (COHR), Axcelis (ACLS), and ASE (ASX)
27 Jun 2024
Contributed by Lukas
Everyone knows Nvidia (NVDA) and Microsoft, but what are the next big AI winners? We cover three companies that are critical to the AI supply chain: C...
Broadcom (AVGO) - The AI Stock Everyone Agrees On
20 Jun 2024
Contributed by Lukas
Is Broadcom ($AVGO) the right AI stock for you? In this episode we discuss the stock performance and AI potential of Broadcom (AVGO). We highlight Bro...
The Great Apple Stock Debate - Apple Intelligence Prosperity or ATT-Style Downfall for $AAPL?
12 Jun 2024
Contributed by Lukas
Now that Apple is an AI stock, is its prosperity guaranteed? We consider the declining revenues of $AAPL in light of its recent AI ("Apple Intell...
Dell vs SMCI - Battle of the AI Server Companies, Plus Apple's AI Catalyst Moment
04 Jun 2024
Contributed by Lukas
Dell can't make money on AI servers but SMCI can? We break down the recent market performance of Dell and Dell's rapid decline in light of ...
ARM as an AI Stock - ARM's Chip Design Dominance, Google's Latest Flop, and Crypto's Big Win
28 May 2024
Contributed by Lukas
Is ARM ($ARM) the right AI investment for you? We discuss ARM's dominance in the chip design space and whether you should buy ARM stock as an AI ...
ASML as an AI Stock - ASML's Monopoly and Nvidia's Upcoming Earnings
22 May 2024
Contributed by Lukas
Is ASML the ultimate stable AI investment, or does its reliance on China present a risk to income stability? We break down ASML as an AI trade, consid...
AI Utilities - Eaton (ETN), Carrier (CARR), and Itron (ITRI)
14 May 2024
Contributed by Lukas
Should AI investors consider utilities? What would be the best AI utilities to invest in? We discuss potential investment opportunities in AI utilitie...
Palantir Stock ($PLTR) as an AI Investment? Palantir's Take on AI and the Eccentric CEO of PLTR
06 May 2024
Contributed by Lukas
Is Palantir (PLTR) the right AI investment for you? We consider Palantir as an AI stock, including its work in AI, its financials, and its eccentric C...
JFrog (FROG) as an AI Stock Investment and Tesla's AI Potential
01 May 2024
Contributed by Lukas
Is JFrog (FROG) the right AI investment for you? We explore JFrog's pivotal role in AI and secure software management, particularly highlighting ...
AI Stock Microsoft - MSFT as an AI Stock Investment
22 Apr 2024
Contributed by Lukas
Is Microsoft the right AI investment for you? We discuss Microsoft as an AI investment, considering its role in the artificial intelligence landscape....
ServiceNow as an AI Stock - Investing in NOW as an AI Investment (AI Stock $NOW)
15 Apr 2024
Contributed by Lukas
ServiceNow (NOW) stock has produced impressive gains thanks to its AI investments and impressive growth in various software as a service fields. Shoul...
AI Stock Micron (MU) - Micron Technology ($MU) as an AI Stock Investment
08 Apr 2024
Contributed by Lukas
Is Micron the next big AI stock you should invest in? We analyze Micron's recent earnings call and the potential impact of their products on the ...
AI Robots for Surgery? Intuitive Surgical (ISRG) as an AI Stock
02 Apr 2024
Contributed by Lukas
AI robots for surgery? Intuitive Surgical may eventually make it a reality. We discuss Intuitive Surgical (ISRG) as a potential AI stock, debating the...
Astera Labs (ALAB), SoundHound AI (SOUN), Nano-X Imaging (NNOX), Airship AI (AISP) - Small-Cap AI Stocks
27 Mar 2024
Contributed by Lukas
SoundHound (SOUN), Airship AI (AISP), Nano-X Imaging (NNOX), and Astera Labs (ALAB) are the hottest artificial intelligence small-caps on Wall Street....
TSM AI Stock Analysis - Taiwan Semiconductor ($TSM) as an Artificial Intelligence Investment
19 Mar 2024
Contributed by Lukas
Is Taiwan Semi the right AI stock for you? In this episode we discuss Taiwan Semiconductor Manufacturing Company (TSM), the top global semiconductor f...
SMCI AI Stock Analysis - Super Micro Computer ($SMCI) as an Artificial Intelligence Investment
14 Mar 2024
Contributed by Lukas
Want to invest in AI stock SMCI? We discuss Super Micro Computer ($SMCI) and its role in the AI industry. SMCI is an AI company that specializes in pu...
AI Stock Analysis on $ANET - Arista Networks as an Artificial Intelligence Investment
04 Mar 2024
Contributed by Lukas
Want to invest in AI stock ANET? Our hosts discuss Arista Networks ($ANET) and its role in the AI industry. They evaluate the company's position ...