Cerebras IPO, VCX, Iran, and the Robotic Nuclear Arms Race
So did you make 1,100% on VCX? If not, you should probably click subscribe. In other news, Cerebras has an IPO tomorrow and Iran is still a problem (even if we close our eyes and try not to think abou...
14 Maj 35min
AI Military and Defense Stocks - The Intelligent Future is Violent
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 Hormuz. We discuss how that can happen and why you ...
14 Mars 32min
How AMD Earnings, Clawdbot ft. Claude Legal, and Other Burryesque AI Narratives Can Make You Money
AMD earnings happened and somehow got noticed, the non-Claude Clawdbot "sucks" but scares (dracula?), and Michael Burry loves Gamestop but Nvidia is the fraudster. Truth is stranger than fiction in ou...
5 Feb 38min
SPECIAL UPDATE: Clarification on Comments on Google/Apple Gemini+Siri AI Deal
Clarifying comments on the Google/Apple deal reported in Bloomberg yesterday, practically at the exact same time our episode was recorded with speculation on what a Gemini/Siri deal would look like.
6 Nov 20251min
The Next 4 AI Stocks, OpenAI's "Netflix Playbook," and Being Antiso
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 tailwinds, not to mention one even has a PE of 18 and pays ...
6 Nov 202522min
AI Is Eating Software - 4 AI Stocks to Keep You off the Menu
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, with four AI stocks that benefit from the shift from...
14 Sep 202530min
Databricks IPO and the Next Three Years in AI
Investing in AI stocks in 2025 is equally gratifying and terrifying with the ever-present threat of tariffs and their possible economic impacts. We break down what really matters most in economic indi...
4 Aug 202510min
