Texas Instruments ($TXN) in Focus: AI Impacts and Future Projections (ft. ChatGPT o1-preview)
Is Texas Instruments ($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 semicondu...
26 Marras 202440min
ChatGPT o1-Preview Cohosts Her First Podcast to Analyze $ON Semiconductor as an AI Stock
ChatGPT's o1-preview cohosted her first podcast to give her take on $ON Semi as an AI stock. o1-preview (codenamed "Ona") starts by analyzing Trump's recent picks and their potential impact on the sto...
16 Marras 202427min
Cadence Design Systems ($CDNS), SMCI Drama, and How Valuations are Made
Is Cadence Design Systems ($CDNS) the next standout AI stock? We delve into how this leader in electronic design automation software is poised to capitalize on the AI and chip design surge. We analyze...
4 Marras 202441min
Amazon’s ($AMZN) AI Revolution: How AWS and Robotics Are Shaping the Future of AI Investing
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)....
20 Loka 202433min
AXON’s AI Is a Real Stunner — $AXON As an AI Stock Investment
Axon Enterprise ($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 report...
27 Syys 202427min
Constellation Energy ($CEG) and Talen Energy ($TLN) - AI Utility Stocks
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 ...
22 Syys 202425min
The CAVA of AI Stocks - Tempus AI (TEM or $TEM)
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-ear...
7 Syys 202434min
SMCI Hindenburg Report - Super Micro Computer's Hindenburg Research Report (Short Report on $SMCI)
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 re...
30 Elo 202441min
