Podcast
Investing in Intelligence: AI Stocks and Options
Hosted by Investing in Intelligence · EN
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.
13episodes
Episodes
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Crafting Your Market Crash Recovery Profile - With AI Stocks
Mar 11, 202500:27:34Tap to summarizeAccording 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)
Transcribe →Chinese AI Stocks to Insulate You from Your DeepSeek Nightmare Scenarios
Feb 8, 202500:31:08Tap to summarizeChinese 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)
Transcribe →JFrog (FROG) as an AI Stock Investment and Tesla's AI Potential
May 1, 2024Tap to summarizeIs 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 Introduction2:01 The Impact of Market Sentiment4:01 Balancing Positive Sentiment and Stock-Specific Factors8:18 Tesla's FSD AI Problems10:52 JFrog's Collaboration with Hugging Face13:21 Navigating the Uncertainty of Investing in AI Companies with Unclear Financials15:33 Financial Metrics for AI Stocks: PE Ratio and Earnings Per Share19:47 JFrog's Performance vs the NASDAQ24:53 The Journey of ETF DXYZ27:17 Delisting DXYZ: Fidelity and Robinhood's Decision30:31 Back to Tesla: Job Cuts and Executive DeparturesAI Stocks Discussed: JFrog (FROG), Tesla (TSLA), Destiny Tech 100 ETF (DXYZ)
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