Investing In Intelligence ציבורי
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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.
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show series
 
Is Oracle the AI stock for you? We put Oracle ($ORCL) and in the crosshairs of our AI stock-picking masterminds, considering its relationship with TikTok (pending a national ban) and its position as runner-up in the cloud computing game. While Amazon may provide better cloud computing (and AI cloud) services in the long-run, Oracle still stands to …
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Meta decided to be a metaverse company and now wants to be an AI company. But open source AI models don't lead to revenue, and Meta's main strategies to monetize AI are questionable. Nonetheless, Meta's advertising business is booming, and the ban on TikTok may lead to lesser competition in short-form video. While Meta has successfully leveraged AI…
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Everyone knows Nvidia (NVDA) and Microsoft, but what are the next big AI winners? We cover three companies that are critical to the AI supply chain: Coherent ($COHR), a company making lasers used in the manufacture of AI chips and digital displays, Axcelis Technologies (ACLS), a company that specializes in ion implantation machines, and ASE Technol…
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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 Broadcom's role in the AI market, its partnerships with major companies like Apple and Google, and its focus on application-specific circuitry (AI ASICs). We also discuss the potential risks and rewards …
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Now that Apple is an AI stock, is its prosperity guaranteed? We consider the declining revenues of $AAPL in light of its recent AI ("Apple Intelligence") announcement. If iPhones have become a commodity, Apple's growth may be in danger. But if Apple's new AI announcement at the WWDC AI event can add new iPhone adoption during the upcoming iPhone up…
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Dell can't make money on AI servers but SMCI can? We break down the recent market performance of Dell and Dell's rapid decline in light of poor margins and an underwhelming backlog. After discussing Dell as an AI stock, we touch on market sentiment, inflation, and the upcoming Apple event as a catalyst to bolster broad AI adoption. AI Stocks Discus…
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Is ARM ($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 investment. ARM's risks include its exposure to China, its high PE ratio (overvalued), and the extremely low float, with SoftBank still holding 90% of ARM shares. We also discuss Google's (GOOG) latest AI …
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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, considering its underlying AI business and its prospects for 2024 and 2025. We also dive into the biggest AI event of May - Nvidia earnings this week. AI Companies Discussed: ASML (#ASML), Nvidia (#NVDA) Fo…
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Should AI investors consider utilities? What would be the best AI utilities to invest in? We discuss potential investment opportunities in AI utilities, including Eaton (ETN), Carrier (CARR), and Itron (ITRI). The massive power consumption required for training AI models and the expected growth in data centers has boosted growth potential for these…
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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 CEO Alexander (Alex) Karp. Palantir is a software company specializing in productivity software applied to both governmental and non-governmental sectors. PLTR has a history of working with the governm…
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Is JFrog (FROG) the right AI investment for you? We explore JFrog's pivotal role in AI and secure software management, particularly highlighting its partnership with Hugging Face for safeguarding AI models. We delve into JFrog's profitability and financial growth. With its ability to help AI developers deploy trusted open source models via its Arti…
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Is Microsoft the right AI investment for you? We discuss Microsoft as an AI investment, considering its role in the artificial intelligence landscape. Microsoft hosts a wide moat in business-to-business services and its ability to adapt to the software-as-a-service model. Microsoft's acquisitions, such as GitHub and Activision Blizzard, and its foc…
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ServiceNow (NOW) stock has produced impressive gains thanks to its AI investments and impressive growth in various software as a service fields. Should you invest in ServiceNow as an AI investment? ServiceNow ($NOW) is a SaaS company that provides customer service, HR, and employee workflow software. The integration of AI into their products is a k…
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Is Micron the next big AI stock you should invest in? We analyze Micron's recent earnings call and the potential impact of their products on the AI industry. We discuss the valuation of Micron and the importance of considering forward-looking metrics in relation to Micron's DRAM and NAAN memory. We also cover potential risks associated with investi…
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AI robots for surgery? Intuitive Surgical may eventually make it a reality. We discuss Intuitive Surgical (ISRG) as a potential AI stock, debating the capabilities of robotic surgery and the potential for future advancements in medical artificial intelligence and the computational power of surgical robots. We then discuss the challenges and liabili…
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SoundHound (SOUN), Airship AI (AISP), Nano-X Imaging (NNOX), and Astera Labs (ALAB) are the hottest artificial intelligence small-caps on Wall Street. We cover these young AI stocks, starting with a method on how to use ChatGPT to evaluate small-cap AI stocks. Next we discuss the potential of AI small-cap companies and the challenges of narrative i…
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Is Taiwan Semi the right AI stock for you? In this episode we discuss Taiwan Semiconductor Manufacturing Company (TSM), the top global semiconductor foundry. TSM's impressive earnings report and dominant position in chip manufacturing make it one of the core AI companies to own. We explain the concept of earnings per share (EPS) and highlight TSM's…
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Want to invest in AI stock SMCI? We discuss Super Micro Computer ($SMCI) and its role in the AI industry. SMCI is an AI company that specializes in putting together racks and servers for artificial intelligence (AI) data centers. We analyze SMCI's strong earnings report and the unlimited demand for its products. We also discuss the valuation of SMC…
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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 in the market, comparing it to competitors like Cisco and Nvidia. While James expresses long-term bearishness on Arista Networks (ANET), citing concerns about its growth potential and competition, Kai sees…
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