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 ...
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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 ...
We Beat Every Analyst on Wall Street in 2024 - But 2025 Looms for AI Stocks
Investing in Intelligence: AI Stocks and Options
44 minutes
10 months ago
We Beat Every Analyst on Wall Street in 2024 - But 2025 Looms for AI Stocks
So our portfolios beat every analyst on Wall Street in 2024, but that's only because we went all in on AI stocks at the start of the year. In this episode we discuss our "reputational PNLs," which are calculated based on our takes on the show. We discuss our big AI winners and big AI losers of 2024 before discussing our 2024 acronyms and making 2025 acronyms. Oh yeah, and quantum computing.Note that this episode was recorded January 4, 2025 at 1pm. Thus, the bearish remarks on Rigetti Computi...
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 ...
