Najlepsze podcasty z kategorii: Investing In Intelligence (2024)

1
AI Utilities - Eaton (ETN), Carrier (CARR), and Itron (ITRI) 29:55

2d ago29:55

29:55

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 Itron (ITRI). The massive power consumption required for training AI models and the expected growth in data centers has boosted growth potential for these…

1
Palantir Stock ($PLTR) as an AI Investment? Palantir's Take on AI and the Eccentric CEO of PLTR 31:27

11d ago31:27

31:27

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 company specializing in productivity software applied to both governmental and non-governmental sectors. PLTR has a history of working with the governm…

1
JFrog (FROG) as an AI Stock Investment and Tesla's AI Potential 31:53

17d ago31:53

31:53

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 models. We delve into JFrog's profitability and financial growth. With its ability to help AI developers deploy trusted open source models via its Arti…

1
AI Stock Microsoft - MSFT as an AI Stock Investment 46:12

26d ago46:12

46:12

Is Microsoft the right AI investment for you? We discuss Microsoft as an AI investment, considering its role in the artificial intelligence landscape. Microsoft hosts a wide moat in business-to-business services and its ability to adapt to the software-as-a-service model. Microsoft's acquisitions, such as GitHub and Activision Blizzard, and its foc…

1
ServiceNow as an AI Stock - Investing in NOW as an AI Investment (AI Stock $NOW) 42:00

1M ago42:00

42:00

ServiceNow (NOW) stock has produced impressive gains thanks to its AI investments and impressive growth in various software as a service fields. Should you invest in ServiceNow as an AI investment? ServiceNow ($NOW) is a SaaS company that provides customer service, HR, and employee workflow software. The integration of AI into their products is a k…

1
AI Stock Micron (MU) - Micron Technology ($MU) as an AI Stock Investment 30:04

1M ago30:04

30:04

Is Micron the next big AI stock you should invest in? We analyze Micron's recent earnings call and the potential impact of their products on the AI industry. We discuss the valuation of Micron and the importance of considering forward-looking metrics in relation to Micron's DRAM and NAAN memory. We also cover potential risks associated with investi…

1
AI Robots for Surgery? Intuitive Surgical (ISRG) as an AI Stock 35:01

2M ago35:01

35:01

AI robots for surgery? Intuitive Surgical may eventually make it a reality. We discuss Intuitive Surgical (ISRG) as a potential AI stock, debating the capabilities of robotic surgery and the potential for future advancements in medical artificial intelligence and the computational power of surgical robots. We then discuss the challenges and liabili…

1
Astera Labs (ALAB), SoundHound AI (SOUN), Nano-X Imaging (NNOX), Airship AI (AISP) - Small-Cap AI Stocks 38:45

2M ago38:45

38:45

SoundHound (SOUN), Airship AI (AISP), Nano-X Imaging (NNOX), and Astera Labs (ALAB) are the hottest artificial intelligence small-caps on Wall Street. We cover these young AI stocks, starting with a method on how to use ChatGPT to evaluate small-cap AI stocks. Next we discuss the potential of AI small-cap companies and the challenges of narrative i…

1
TSM AI Stock Analysis - Taiwan Semiconductor ($TSM) as an Artificial Intelligence Investment 23:34

2M ago23:34

23:34

Is Taiwan Semi the right AI stock for you? In this episode we discuss Taiwan Semiconductor Manufacturing Company (TSM), the top global semiconductor foundry. TSM's impressive earnings report and dominant position in chip manufacturing make it one of the core AI companies to own. We explain the concept of earnings per share (EPS) and highlight TSM's…

1
SMCI AI Stock Analysis - Super Micro Computer ($SMCI) as an Artificial Intelligence Investment 26:35

2M ago26:35

26:35

Want to invest in AI stock SMCI? We discuss Super Micro Computer ($SMCI) and its role in the AI industry. SMCI is an AI company that specializes in putting together racks and servers for artificial intelligence (AI) data centers. We analyze SMCI's strong earnings report and the unlimited demand for its products. We also discuss the valuation of SMC…

1
AI Stock Analysis on $ANET - Arista Networks as an Artificial Intelligence Investment 26:16

2M ago26:16

26:16

Want to invest in AI stock ANET? Our hosts discuss Arista Networks ($ANET) and its role in the AI industry. They evaluate the company's position in the market, comparing it to competitors like Cisco and Nvidia. While James expresses long-term bearishness on Arista Networks (ANET), citing concerns about its growth potential and competition, Kai sees…

Podcasty warte posłuchania

Investing In Intelligence Podcasty

Podcasty warte posłuchania

1
Investing in Intelligence: AI Stocks and Options

Investing in Intelligence

1
AI Utilities - Eaton (ETN), Carrier (CARR), and Itron (ITRI) 29:55

1
Palantir Stock ($PLTR) as an AI Investment? Palantir's Take on AI and the Eccentric CEO of PLTR 31:27

1
JFrog (FROG) as an AI Stock Investment and Tesla's AI Potential 31:53

1
AI Stock Microsoft - MSFT as an AI Stock Investment 46:12

1
ServiceNow as an AI Stock - Investing in NOW as an AI Investment (AI Stock $NOW) 42:00

1
AI Stock Micron (MU) - Micron Technology ($MU) as an AI Stock Investment 30:04

1
AI Robots for Surgery? Intuitive Surgical (ISRG) as an AI Stock 35:01

1
Astera Labs (ALAB), SoundHound AI (SOUN), Nano-X Imaging (NNOX), Airship AI (AISP) - Small-Cap AI Stocks 38:45

1
TSM AI Stock Analysis - Taiwan Semiconductor ($TSM) as an Artificial Intelligence Investment 23:34

1
SMCI AI Stock Analysis - Super Micro Computer ($SMCI) as an Artificial Intelligence Investment 26:35

1
AI Stock Analysis on $ANET - Arista Networks as an Artificial Intelligence Investment 26:16

Skrócona instrukcja obsługi