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 labor to capital (and from services to capital). We first cover a new AI data center play and why all analysts rate it a buy with at least 40% upside, before taking a second look at rare earth stocks like MP Materials and USAR (with a surprise appearance by a major Australian rare earth company ...
All content for Investing in Intelligence: AI Stocks and Options is the property of Investing in Intelligence and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 labor to capital (and from services to capital). We first cover a new AI data center play and why all analysts rate it a buy with at least 40% upside, before taking a second look at rare earth stocks like MP Materials and USAR (with a surprise appearance by a major Australian rare earth company ...
CoreWeave IPO, Nvidia GTC, and Tariff and Recession-Proof AI Stocks
Investing in Intelligence: AI Stocks and Options
33 minutes
7 months ago
CoreWeave IPO, Nvidia GTC, and Tariff and Recession-Proof AI Stocks
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.
Investing in Intelligence: AI Stocks and Options
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 labor to capital (and from services to capital). We first cover a new AI data center play and why all analysts rate it a buy with at least 40% upside, before taking a second look at rare earth stocks like MP Materials and USAR (with a surprise appearance by a major Australian rare earth company ...
