For many travelers, Antarctica is a bucket-list destination, a once-in-a-lifetime opportunity to touch all seven continents. In 2023, a record-breaking 100,000 tourists made the trip. But the journey begs a fundamental question: What do we risk by traveling to a place that is supposed to be uninhabited by humans? And as the climate warms, should we really be going to Antarctica in the first place? SHOW NOTES: Kara Weller: The Impossible Dilemma of a Polar Guide Marilyn Raphael: A twenty-first century structural change in Antarctica’s sea ice system Karl Watson: First Time in Antarctica Jeb Brooks : 7 Days in Antarctica (Journey to the South Pole) Metallica - Freeze 'Em All: Live in Antarctica Learn about your ad choices: dovetail.prx.org/ad-choices…
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Palantir Stock ($PLTR) as an AI Investment? Palantir's Take on AI and the Eccentric CEO of PLTR
Manage episode 416868283 series 3566434
Вміст надано Investing in Intelligence. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Investing in Intelligence або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Is Palantir (PLTR) the right AI investment for you? We consider Palantir as an AI stock, including its work in AI, its financials, and its eccentric CEO Alexander (Alex) Karp.
Palantir is a software company specializing in productivity software applied to both governmental and non-governmental sectors. PLTR has a history of working with the government and defense but has recently focused on helping corporations be more productive with a suite of stand-alone software offerings. Palantir ($PLTR) is profitable and has shown strong earnings and revenue growth in recent quarters.
AI Stocks Discussed: Palantir ($PLTR), Tesla ($TSLA), Taiwan Semiconductor ($TSM), Apple ($AAPL)
You can find all our AI stocks and an entire AI investing portfolio (including our position in Palantir) at https://investingintel.ai
39 епізодів
ПоширитиManage episode 416868283 series 3566434
Вміст надано Investing in Intelligence. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Investing in Intelligence або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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 government and defense but has recently focused on helping corporations be more productive with a suite of stand-alone software offerings. Palantir ($PLTR) is profitable and has shown strong earnings and revenue growth in recent quarters.
AI Stocks Discussed: Palantir ($PLTR), Tesla ($TSLA), Taiwan Semiconductor ($TSM), Apple ($AAPL)
You can find all our AI stocks and an entire AI investing portfolio (including our position in Palantir) at https://investingintel.ai
39 епізодів
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Investing in Intelligence: AI Stocks and Options
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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Investing in Intelligence: AI Stocks and Options
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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Investing in Intelligence: AI Stocks and Options
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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Investing in Intelligence: AI Stocks and Options
1 The DeepSeek Panic Was an Nvidia Hit Job - The DeepSeek Conspiracy Explained as NVDA Recovers 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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Investing in Intelligence: AI Stocks and Options
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 ($NVDA) You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai…
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Investing in Intelligence: AI Stocks and Options
So our portfolios beat every analyst on Wall Street in 2024, but that's only because we went all in on AI stocks at the start of the year. In this episode we discuss our "reputational PNLs," which are calculated based on our takes on the show. We discuss our big AI winners and big AI losers of 2024 before discussing our 2024 acronyms and making 2025 acronyms. Oh yeah, and quantum computing. Note that this episode was recorded January 4, 2025 at 1pm. Thus, the bearish remarks on Rigetti Computing at the end of the show were made days before RGTI was cut in half by Jensen's lizard-embossed Tom Ford jacket. AI Stocks Discussed: IonQ (IONQ), NVIDIA ($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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Investing in Intelligence: AI Stocks and Options
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 ($ORCL) You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai…
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Investing in Intelligence: AI Stocks and Options
1 Texas Instruments ($TXN) in Focus: AI Impacts and Future Projections (ft. ChatGPT o1-preview) 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
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 analyzing Trump's recent picks and their potential impact on the stock market and overall economy. Before analyzing ON Semiconductor, Ona also gave us her take on SMCI and the looming delisting. o1-preview did a great job analyzing $ON Semiconductor, crunching all the numbers on Yahoo Finance and also distilling an entire Morningstar report on $ON. Listen to the entire episode to see if ChatGPT's newest model rated $ON a buy as an AI investment or not. AI Stocks Discussed: ON Semiconductor ($ON), Super Micro Computer ($SMCI) You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai…
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Investing in Intelligence: AI Stocks and Options
Is Cadence Design Systems ($CDNS) the next standout AI stock? We delve into how this leader in electronic design automation software is poised to capitalize on the AI and chip design surge. We analyze Cadence’s recent earnings blowout, their dominant position in analog chip design, and their impressive 19% year-over-year revenue growth coupled with high margins. Highlights include discussions on Cadence’s expansion into digital chip design, their competitive edge over Synopsys ($SNPS), and how AI is revolutionizing chip design automation. We also debate investment strategies, examining whether traditional valuation metrics like P/E ratios are the best tools for timing stock purchases in the fast-evolving AI sector. Our conversation explores the significance of revenue growth and margins over standard valuations, especially for companies driving AI innovation. Additionally, we touch upon the broader impact of Agentic AI on the job market and economy, and consider how upcoming political events might influence AI investing and the stock market as a whole. AI Stocks Discussed: Cadence Design Systems ($CDNS), Synopsys ($SNPS), Amazon ($AMZN), Super Micro Computer ($SMCI) You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai…
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Investing in Intelligence: AI Stocks and Options
Is Amazon ($AMZN) an underrated AI stock investment? We explore how the tech giant is positioned to capitalize on the growth of AI investing through its cloud computing arm, Amazon Web Services (AWS). We analyze AWS’s potential to overtake competitors in AI workloads, Amazon’s integration of AI into Alexa and their retail operations, and the company’s ventures into robotics and satellite projects. Highlights include Amazon’s AI initiatives like Rufus, their AI shopping assistant, and the role of AI in enhancing their fulfillment centers. We also examine ASML Holding ($ASML), a crucial player in chip fabrication technology, whose stock experienced a significant drop due to guidance concerns and shifts in market dynamics. We discuss whether this presents a buying opportunity, considering ASML’s indispensable role in the AI buildout and the sustained demand for their lithography machines. We also touch upon other key players in the AI and semiconductor sectors, such as Nvidia ($NVDA), TSMC ($TSM), and Tesla ($TSLA), discussing how their recent activities influence broader trends in AI and artificial intelligence investing. AI Stocks Discussed: ASML Holding ($ASML), Amazon ($AMZN), Nvidia ($NVDA), TSMC ($TSM), Tesla ($TSLA) You can find our complete AI investing portfolio and all our top AI stock picks at investingintel.ai.…
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Investing in Intelligence: AI Stocks and Options
Axon Enterprise ($AXON) is transforming law enforcement with artificial intelligence. Now a self-proclaimed "AI company," their Draft 1 software uses AI large language models to generate police reports from bodycam videos, freeing up to 25% of an officer’s time. Axon’s fleet cameras now feature AI-powered license plate recognition, turning patrol cars into networks of plate-reading devices. The acquisition of Fusus enhances their ability to integrate and analyze live feeds from drones and security cameras, allowing for AI alerts on unusual activities. Axon is also pioneering drone technology for police, aiming for a one-to-one ratio of drones to police cars within a decade. Financially, the company reports a 35% year-over-year revenue increase, adjusted gross margins at 62.5%, and software revenue rising to 39% from 29% two years ago. With expected revenue growth of 30% year over year and upcoming AI developments, Axon is rapidly becoming a leading data and AI company in law enforcement technology. AI Stocks Discussed: AXON ($AXON), Constellation Energy ($CEG), Talen Energy ($TLN), Sprott Uranium Miners ETF ($URNM), and Global X Uranium ETF ($URA) You can find an entire AI investing portfolio and all our AI stock picks at https://investingintel.ai. And find the video version of the AI stock investing podcast at https://www.youtube.com/@InvestingInAI…
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Investing in Intelligence: AI Stocks and Options
Yep, we recorded on Constellation Energy ($CEG) as an AI utility stock two days before it exploded 23% in a day. And yep, we published this episode two days after that meteoric intraday rise (we hope to soon reduce our turnaround time on publishing). While the Three Mile Island Microsoft data center deal solidified Constellation Energy as an AI utility, lesser known Talen Energy ($TLN) also provides nuclear power targeted towards data centers, in this case an Amazon Web Services data center. Yet regulated utilities lurk in the background, causing AI advancement troubles for both independent power producers TLN and CEG. AI Stocks Discussed: Constellation Energy ($CEG), Talen Energy ($TLN), Amazon ($AWS), Microsoft ($MSFT) You can find an entire AI investing portfolio and all our AI stock picks at https://investingintel.ai. And find the video version of the AI stock investing podcast at https://www.youtube.com/@InvestingInAI…
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Investing in Intelligence: AI Stocks and Options
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 impressively above $50 a share. Tempus' impressive post-earnings performance caught our attention, and a deeper analysis into Tempus AI revealed that it's already a leader in the medical diagnostics field. But their proprietary data might make them an AI gem. Is Tempus AI the CAVA of artificial intelligence stocks? AI Stocks Discussed: Broadcom ($AVGO), Tempus AI ($TEM) You can find an entire AI investing portfolio and all our AI stock picks at https://investingintel.ai. And find the video version of the AI stock investing podcast at https://www.youtube.com/@InvestingInAI…
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Investing in Intelligence: AI Stocks and Options
1 SMCI Hindenburg Report - Super Micro Computer's Hindenburg Research Report (Short Report on $SMCI) 41:35
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, and Super Micro Computer's executives have yet to respond. If you thought AI servers were a drama-free industry, the Hindenburg report on Super Micro just changed that. Did SMCI commit fraud, or just some minor accounting violations? In this clip we scratch the surface of the Super Micro Computer Hindenburg Report. For a video episode on SMCI's Hindenburg Report (the SMCI Short Report), find us on YouTube at https://www.youtube.com/@InvestingInAI…
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Investing in Intelligence: AI Stocks and Options
Is Google (GOOG and GOOGL) finally an AI stock worth investing in? We discuss the breakup of Google by the U.S. government, the $GOOGL's AI capabilities, and the performance of Google's business segments - many of which still haven't achieved profitability. All in all, Google still doesn't seem like a clear AI winner or the most sound AI stock investment. Oh ya, and move over Waymo. Serve Robotics' (SERV) Wall-E food delivery robot is here to take the crown in AI autonomy. AI Stocks Discussed: Google ($GOOG and $GOOGL), Nvidia ($NVDA), Serve Robotics ($SERV) You can find an entire AI investing portfolio and all our AI stock picks at https://investingintel.ai. And find the video version of the AI stock investing podcast at https://www.youtube.com/@InvestingInAI…
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Investing in Intelligence: AI Stocks and Options
Is the next big AI stock Pegasystems (PEGA)? We contemplate whether $PEGA is the AI stock the market has been waiting for, considering Pegasystems' financial performance and underlying AI narrative. Rather than having a direct role in the artificial intelligence buildout, PEGA specializes in business process management (BPM) software and its applications in various industries. We discuss the financial health of PEGA, including Pegasystems' revenue growth and profitability. While PEGA's consistent revenue growth is tempting, the CEO's large ownership stake and the competitive landscape might make this a real AI stock to pass on. AI Stocks Discussed: Pegasystems ($PEGA), Microsoft ($MSFT), ServiceNow ($NOW), Salesforce ($CRM) You can find an entire AI investing portfolio and all our AI stock picks at https://investingintel.ai.…
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Investing in Intelligence: AI Stocks and Options
The stock market has officially crashed. On Sunday night trading was halted in Japan along with 24-hour markets in the US. Crypto crashed, with Ethereum falling 25% in 24 hours. Nasdaq futures fell nearly 6% in preparation of Monday trading. Should investors buy the crash or sell stocks for the safe haven of cash? We break down the macroeconomic picture and determine whether the cracks in the labor market alone indicate an impending recession.…
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Investing in Intelligence: AI Stocks and Options
Is Qualcomm ($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 sold. Qualcomm's recent expansion into automotive and AI edge chips has also showed promising results. Qualcomm's recent earnings report outperformed peers with a beat on EPS and revenue (plus raising guidance). Our stock analysis of Qualcomm (QCOM) will help you determine if Qualcomm is the right AI stock for you. AI Stocks Discussed: Qualcomm ($QCOM), Meta ($META) You can find an entire AI investing portfolio and all our AI stock picks at https://investingintel.ai.…
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Investing in Intelligence: AI Stocks and Options
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 AI chipmaker, with analysts whispering that $MRVL has relationships with Microsoft, Google, and Amazon for custom AI chips. Marvell is already a leader in optical chips, which help move data between GPUs. We cover Marvell after making a quick aside to our annual stock picking acronyms. Watch this episode as a video on our AI Investing Youtube channel at https://youtu.be/bfXGjmXuDfI AI Stocks Discussed: Marvell ($MRVL), Nvidia ($NVDA), Broadcom ($AVGO), Snowflake ($SNOW) You can find an entire AI investing portfolio and all our AI stock picks at investingintel.ai.…
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Investing in Intelligence: AI Stocks and Options
Is Oracle the AI stock for you? We put Oracle ($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 benefit from a larger AI pie. AI Stocks Discussed: Oracle ($ORCL), Apple ($AAPL), Amazon ($AMZN), ByteDance and TikTok (not publicly traded AI companies) For a full AI investing portfolio, visit our site at investingintel.ai…
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Investing in Intelligence: AI Stocks and Options
Meta decided to be a metaverse company and now wants to be an AI company. But open source AI models don't lead to revenue, and Meta's main strategies to monetize AI are questionable. Nonetheless, Meta's advertising business is booming, and the ban on TikTok may lead to lesser competition in short-form video. While Meta has successfully leveraged AI to improve their advertising algorithms, their plans to massively increase expenditures on AI for an unknown period of time before it can be monetized has spooked investors. You can find all our AI stocks and a full AI investing portfolio at investingintel.ai The video version of this podcast can be found at youtube.com/@InvestingInAI AI Stocks discussed: Meta ($META)…
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Investing in Intelligence: AI Stocks and Options
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 ($COHR), a company making lasers used in the manufacture of AI chips and digital displays, Axcelis Technologies (ACLS), a company that specializes in ion implantation machines, and ASE Technology (ASX), a Taiwan-based company that specializes in packaging and testing of chips. The latter two have a significantly lower multiple than some higher flying AI stocks like ARM and Palantir.…
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Investing in Intelligence: AI Stocks and Options
Is Broadcom ($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 of investing in Broadcom, including the impact of aging Broadcom CEO Hock Tan and the possibility of a general market pullback. And of course, price targets for investing in Broadcom (AVGO).…
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Investing in Intelligence: AI Stocks and Options
1 The Great Apple Stock Debate - Apple Intelligence Prosperity or ATT-Style Downfall for $AAPL? 34:37
Now that Apple is an AI stock, is its prosperity guaranteed? We consider the declining revenues of $AAPL in light of its recent AI ("Apple Intelligence") announcement. If iPhones have become a commodity, Apple's growth may be in danger. But if Apple's new AI announcement at the WWDC AI event can add new iPhone adoption during the upcoming iPhone upgrade cycle, maybe it's still worth taking a bite out of Apple. AI Stocks Discussed: Apple ($AAPL), ATT ($T), Cisco ($CSCO) You can find all our AI stocks and trades and an entire artificial intelligence investing portfolio at https://investingintel.ai…
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Investing in Intelligence: AI Stocks and Options
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 Discussed: Dell ($Dell), Apple ($AAPL), Nvidia (NVDA), Super Micro Computer ($SMCI) For all our AI investments and a full AI stock investing portfolio, visit https://investingintel.ai Watch the video version of our AI stock investing podcast at https://www.youtube.com/@InvestingInAI…
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Investing in Intelligence: AI Stocks and Options
1 ARM as an AI Stock - ARM's Chip Design Dominance, Google's Latest Flop, and Crypto's Big Win 33:57
Is ARM ($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 flop with their AI search results gone wild and the big win for the cryptocurrency space as the democratic party veers increasingly crypto-tolerant. AI Stocks Discussed: ARM, Google (GOOG or GOOGL), Apple (AAPL) For all our AI investments and a full AI stock investing portfolio, visit https://investingintel.ai Watch the video version of our AI stock investing podcast at https://www.youtube.com/@InvestingInAI…
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Investing in Intelligence: AI Stocks and Options
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) For more info on ASML and Nvidia, along with all our AI stocks and investments, visit https://investingintel.ai…
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Investing in Intelligence: AI Stocks and Options
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 "AI-adjacent" electric companies, and AI investors have responded by buying up utilities and electric companies. AI Stocks Covered: Eaton (ETN), Carrier (CARR), Itron (ITRI), XLU (Utilities ETF) You can find our AI utility and AI electrical company holdings and all our other holdings at https://investingintel.ai…
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Investing in Intelligence: AI Stocks and Options
1 Palantir Stock ($PLTR) as an AI Investment? Palantir's Take on AI and the Eccentric CEO of PLTR 31:27
Is Palantir (PLTR) the right AI investment for you? We consider Palantir as an AI stock, including its work in AI, its financials, and its eccentric CEO Alexander (Alex) Karp. Palantir is a software company specializing in productivity software applied to both governmental and non-governmental sectors. PLTR has a history of working with the government and defense but has recently focused on helping corporations be more productive with a suite of stand-alone software offerings. Palantir ($PLTR) is profitable and has shown strong earnings and revenue growth in recent quarters. AI Stocks Discussed: Palantir ($PLTR), Tesla ($TSLA), Taiwan Semiconductor ($TSM), Apple ($AAPL) You can find all our AI stocks and an entire AI investing portfolio (including our position in Palantir) at https://investingintel.ai…
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Investing in Intelligence: AI Stocks and Options
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 Artifact DevOps/MLops platform, JFrog boasts strategic positioning as the AI sector builds out. We also discuss Tesla's AI ambitions and the market's reaction to Tesla's AI-driven initiatives. JFrog AI Episode Takeaways: -JFrog (FROG) helps developers with software management and secure software development -JFrog has a plugin with Hugging Face for open-source AI models which ensures the security and integrity of models used by developers -FROG has a high gross retention and net dollar retention -$FROG is a smaller cap company with a market cap of around $4 billion and expected revenue for Q1 2024 around $90 to $99 million -Price-to-sales ratio is a useful metric for evaluating JFrog's value, and P/S for $FROG places it at a reasonable valuation -Tesla's recent earnings call was impressive and showcased Elon Musk's vision for the future of self-driving cars -Despite receiving downgrades, TSLA has been moving up -Tesla is actually making money on each EV shipped, unlike Ford and Rivian $FROG Analysis Chapters: 0:00 Introduction 2:01 The Impact of Market Sentiment 4:01 Balancing Positive Sentiment and Stock-Specific Factors 8:18 Tesla's FSD AI Problems 10:52 JFrog's Collaboration with Hugging Face 13:21 Navigating the Uncertainty of Investing in AI Companies with Unclear Financials 15:33 Financial Metrics for AI Stocks: PE Ratio and Earnings Per Share 19:47 JFrog's Performance vs the NASDAQ 24:53 The Journey of ETF DXYZ 27:17 Delisting DXYZ: Fidelity and Robinhood's Decision 30:31 Back to Tesla: Job Cuts and Executive Departures AI Stocks Discussed: JFrog (FROG), Tesla (TSLA), Destiny Tech 100 ETF (DXYZ)…
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Investing in Intelligence: AI Stocks and Options
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 focus on artificial intelligence, have placed it in a dominant position since Satya Nadella took over as CEO in 2014. In addition to Microsoft's AI position, we discuss $MSFT valuation metrics like price-to-earnings ratio and book value per share, as well as the market sentiment and recent sell-off in AI stocks. $MSFT AI Stock Episode Takeaways: -Microsoft has a wide moat in business-to-business services and a strong presence in software, cloud, gaming, and security. -MSFT has successfully adapted to the software-as-a-service model and has shown consistent growth in revenue and earnings per share since 2018. -$MSFT's focus on artificial intelligence and its acquisitions in the AI space position Microsoft well for future growth. -Market sentiment is currently in the fear zone, with a recent sell-off in AI stocks. Consider the long-term goals and risk tolerance when making investment decisions. -Drops in AI stock prices may present buying opportunities for long-term investors. All our AI stock holdings and our top-performing AI stock investing portfolio can be found at https://investingintel.ai…
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Investing in Intelligence: AI Stocks and Options
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 key focus for ServiceNow, with initiatives such as AI-powered dispute resolution, AI agents for internal employee service, and AI legal contract writing tools. While ServiceNow has strong fundamentals and market potential, the NOW stock valuation is high, which may limit potential upside. ServiceNow Stock Analysis Takeaways: -ServiceNow's integration of AI into their products aims to automate processes and improve productivity for organizations. -ServiceNow has a strong customer base and high customer retention rate, but its valuation is a concern. -Market volatility and interest rates can have a significant impact on different sectors -AI and automation have the potential to disrupt industries and replace certain jobs ServiceNow Stock Analysis Chapters: 0:00 Introduction to ServiceNow 6:24 ServiceNow's AI Integration in HR and Customer Service 26:41 Market Volatility and Interest Rates 33:18 The Potential of AI and Automation View all our analysis on AI stock ServiceNow (NOW) at https://investingintel.ai/servicenow-now-ai-stock.html along with other AI investing tips and ideas for which AI stocks to invest in.…
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Investing in Intelligence: AI Stocks and Options
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 investing in Micron, along with a look at the overall market and the importance of monitoring CPI and PPI data. Micron (MU) AI Stock Episode Takeaways: -Micron's (MU) recent earnings call indicates strong revenue growth due to AI and potential partnerships with companies like Nvidia, which could drive future demand for their products. -Valuing Micron based on traditional metrics like PE ratios may not accurately reflect the company's potential due to its explosive growth in AI and changing market dynamics. -AI server demand is expected to continue driving revenue growth for Micron in the near future. -Investors should consider the overall market conditions, including CPI and PPI data, when making investment decisions. -Recent developments in the AI industry, such as OpenAI's GPT-3 and Apple's Realm model, highlight the increasing mainstream interest and potential of AI technology. Micron ($MU) AI Stock Episode Chapters 0:00 Introduction 0:46 Overview of Micron and Disclosure 1:39 Micron's Products and Impressive Earnings Call 4:36 Exciting Developments and Potential AI Partnerships 6:38 Valuing Micron: PE Ratios and Competitors in AI Memory 8:24 Cyclicality and Future Growth due to AI 9:01 Evaluating $MU EPS and PE Ratios 10:07 Using Different Metrics to Value Micron (MU) 19:08 Analyzing Micron's Risk and AI Server Demand 23:30 Considering Overall Market Conditions 27:00 Recent Developments in the AI Industry…
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Investing in Intelligence: AI Stocks and Options
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 liabilities of autonomous robotic surgery and ISRG's dominant position in medical AI data collection. We also cover $ISRG's financial performance and evaluate it as an AI stock investment. Intuitive Surgical (ISRG) AI Stock Takeaways: -Intuitive Surgical (ISRG) is a leading provider of robotic surgical systems and has no competitors in the market. -While robotic surgery has made significant advancements, the current systems do not possess true artificial intelligence. -The future potential of robotic surgery lies in the integration of data collection and analysis to improve surgical practice. -While autonomous robotic surgery may not be feasible in the next five years, ISRG is taking the initial steps to build a trove of AI data. -Intuitive Surgical's financial performance and market dominance make it an attractive investment option. Intuitive Surgical (ISRG) AI Stock Chapters: 0:00 Overview of Intuitive Surgical ($ISRG) 2:59 Discussion on the Future of Robotic Surgical Systems 5:00 Exploring the Potential of a More Computational Robotic Surgical System 7:44 The Possibility of Auto-Drive Features in Robotic Surgery 9:15 The Evolution of Intuitive Surgical's Robotic Platforms 12:26 The Use of Data and AI in Surgical Practice 14:35 The Potential for Autonomous Robotic Surgery 16:00 The Challenges and Liabilities of AI Robotic Surgery 20:03 The Role of AI Computer Vision in Robotic Surgery 22:19 The Fear Factor and Human Acceptance of Robotic Surgery 23:46 Intuitive Surgical's Market Dominance 28:08 The Current Impact of Macroeconomic Factors on the Stock Market…
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Investing in Intelligence: AI Stocks and Options
1 Astera Labs (ALAB), SoundHound AI (SOUN), Nano-X Imaging (NNOX), Airship AI (AISP) - Small-Cap AI Stocks 38:45
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 investing. The episode concludes with a discussion on Apple's ability to monetize AI and the recent lawsuit against the company. AI Small-Cap Stocks Takeaways: -AI investors can use ChatGPT and Yahoo Finance to perform a great analysis of young AI companies -SoundHound AI ($SOUN) is a controversial AI startup stock -Airship AI ($AISP) shot up after receiving a key Pentagon contract -Nano-X ($NNOX) is a medical data company providing FDA-approved AI models -The Astera Labs ($ALAB) IPO purposefully shut out retail investors -Running local AI on phones and personal computers may be overhyped -Apple ($AAPL) has no clear path to monetizing AI in a big way Chapters 0:00 Introduction and Overview 1:26 ChatGPT + Yahoo Finance for AI stock analysis 4:21 Discussion on Soundhound AI 6:14 Discussion on Airship AI 9:07 Discussion on Nano-X Imaging 16:21 Discussion on Astera Labs 29:17 Narrative Investing and Future Growth 39:17 Apple's Ability to Monetize AI…
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Investing in Intelligence: AI Stocks and Options
1 TSM AI Stock Analysis - Taiwan Semiconductor ($TSM) as an Artificial Intelligence Investment 23:34
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 financial performance. We discuss the role of $TSM in chip manufacturing and also address the risks and concerns surrounding TSM, such as competition, rising costs, and the geopolitical situation. We touch on Intel's attempt to catch up with TSM in AI and share our bullish outlook on the company. The episode concludes with a discussion on short-term trading and the market outlook for AI investing and AI stocks. TSM as an AI Stock - Episode 3 Outline: 0:00 Introduction to Taiwan Semiconductor Manufacturing Company (TSM) 2:20 Impressive Earnings Report 4:05 TSMC as a Core AI Company 6:21 Understanding Earnings Per Share (EPS) and TSMC's Finances 9:04 TSM's Role in Chip Manufacturing 10:30 Bullish Outlook on TSM 12:10 Risks and Concerns: Competition, Rising Costs, and Geopolitical Situation 21:04 Short-Term Trading and Market Outlook What do you think of TSM as an investment in artificial intelligence? Is Taiwan Semi ($TSM) a top AI stock?…
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Investing in Intelligence: AI Stocks and Options
1 SMCI AI Stock Analysis - Super Micro Computer ($SMCI) as an Artificial Intelligence Investment 26:35
Want to invest in AI stock SMCI? We discuss Super Micro Computer ($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 SMCI and calculate a price target based on earnings estimates. Kai pushes the possibility of a market pullback and its impact on SMCI's stock price. We also share views on the overall market and the future of AI investments. SMCI as an AI Stock - Episode 2 Outline: 0:00 Introduction to SMCI and its Business Model 0:58 James' Take on SMCI 3:12 Unlimited Demand for SMCI's Products 3:22 Discussion on SMCI's Valuation 5:31 Calculating SMCI's Price Target 8:30 Evaluating SMCI's EPS Growth and PE Ratio 10:24 Considering a Potential Pullback in SMCI's Stock Price 13:31 Understanding SMCI's Revenue and Market Position 17:19 The Role of Liquid Cooling in SMCI's Future Growth 21:03 Assessing the Market Conditions and Potential Risks 25:18 Analogy of SMCI's Growth Potential What do you think of SMCI as an investment in artificial intelligence? Is Super Micro ($SCMI) a top AI stock?…
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Investing in Intelligence: AI Stocks and Options
Want to invest in AI stock ANET? Our hosts discuss Arista Networks ($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 it as a good company with consistent growth and suggests including it in a diversified AI portfolio. They also share their views on the overall market and the future of AI investments. ANET as an AI Stock - Episode 1 Outline: 00:00 Introduction to Arista Networks (ANET) 02:23 Discussion on Arista Networks' Role in AI 06:15 Comparison with Competitors 08:18 Evaluation of Arista Networks' Position in the Market 10:45 Short-term Bullishness on Arista Networks 13:18 Concerns about Arista Networks' Growth Potential 15:00 Diversification in AI Portfolio 23:17 Market Outlook and AI Investments 25:07 Closing Remarks and Future Episodes…
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