Broadcom (AVGO) - The AI Stock Everyone Agrees On
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 wi...
20 Kesä 202434min
The Great Apple Stock Debate - Apple Intelligence Prosperity or ATT-Style Downfall for $AAPL?
Now that Apple is an AI stock, is its prosperity guaranteed? We consider the declining revenues of $AAPL in light of its recent AI ("Apple Intelligence") announcement. If iPhones have become a commodi...
12 Kesä 202434min
Dell vs SMCI - Battle of the AI Server Companies, Plus Apple's AI Catalyst Moment
Dell can't make money on AI servers but SMCI can? We break down the recent market performance of Dell and Dell's rapid decline in light of poor margins and an underwhelming backlog. After discussing ...
4 Kesä 202429min
ARM as an AI Stock - ARM's Chip Design Dominance, Google's Latest Flop, and Crypto's Big Win
Is ARM ($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, ...
28 Touko 202433min
ASML as an AI Stock - ASML's Monopoly and Nvidia's Upcoming Earnings
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...
22 Touko 202435min
AI Utilities - Eaton (ETN), Carrier (CARR), and Itron (ITRI)
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 Itro...
14 Touko 202429min
Palantir Stock ($PLTR) as an AI Investment? Palantir's Take on AI and the Eccentric CEO of PLTR
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 ...
6 Touko 202431min
JFrog (FROG) as an AI Stock Investment and Tesla's AI Potential
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 m...
1 Touko 202431min
