Investing in Intelligence: AI Stocks and Options

• The DeepSeek Panic Was an Nvidia Hit Job - The DeepSeek Conspiracy Explained as NVDA Recovers

  As cries of DeepSeek death echoed the halls of Wall Street, Nvidia sank 105% on Monday due to terrified AI investors whose worst fears finally came true (tech companies are spending 95% too much on the AI buildout, there will never be any profit in AI inference, and China has co-opted all of America's AI success). Of course none of their fears are actually true, but the one day largest stock loss in history sure seems to indicate a lot of investors believed it. In this impromptu episode we cover the false narratives surrounding DeepSeek and what appears to have been a well-crafted short report boiled down to one false narrative: China trained a superior AI model with $5 million.AI Stocks Discussed: Nvidia ($NVDA)You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai

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• Reddit Isn't an AI Stock - It's an Advertising Stock (So Far...) - RDDT AI Stock Analysis

  Reddit is conflicted on AI. User backlash against using subreddits for AI training data sales led to a mixed bag for Reddit executives. In the end, they'll cave and do more AI stuff. For now, Reddit wants to identify as an online advertising company. And they're not doing so bad at that with superb year over year revenue growth. We discuss Reddit's burgeoning data sales business (and its percent of revenue) while looking at RDDT as a potential AI investment.We also break down market rotations and contemplate the TikTok ban, including whether it could have any effect on Reddit.AI Stocks Discussed: Intel ($INTC), Reddit ($RDDT), NVIDIA ($NVDA)You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai

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• 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 Computing at the end of the show were made days before RGTI was cut in half by Jensen's lizard-embossed Tom Ford jacket.AI Stocks Discussed: IonQ (IONQ), NVIDIA ($NVDA), Rigetti Computing (RGTI), many othersPlease note our AI investing portfolio at https://investingintel.ai is now outdated and hasn't been updated in at least 6 months. Listen and watch weekly for the latest AI stock updates.

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• Applied Digital’s AI Data Center Pivot: APLD as an AI Stock Investment (ft. ChatGPT o1)

  All in on APLD? In this episode we turn our attention to Applied Digital’s shift from its crypto roots to a future in high-performance AI data centers, following a notable investment from NVIDIA (NVDA). We explore how this pivot impacts the company’s growth prospects, examine whether the promise of GPU-fueled AI expansion can overcome razor-thin margins, and discuss why some AI small caps, like Soundhound, have recently soared.We also break down market rotations, with chip stocks lagging and software leaders surging, and consider what the latest geopolitical tensions and regulatory shifts could mean for AI investors. From evaluating bond ETFs as hedges to dissecting long-term strategies for emerging AI infrastructure plays, we provide context. Plus, we ponder how upcoming bans, global uncertainty, and shifting consumer behaviors may shape the next chapter of AI investing.AI Stocks Discussed: Applied Digital ($APLD), NVIDIA ($NVDA), Oracle ($ORCL)You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai

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• Texas Instruments ($TXN) in Focus: AI Impacts and Future Projections (ft. ChatGPT o1-preview)

  Is Texas Instruments ($TXN) a Buy Amid the Semiconductor Downturn? In this episode, we dive deep into how the world’s largest analog chip maker, Texas Instruments, is navigating the cyclical semiconductor industry and the evolving AI landscape. We analyze Texas Instruments’ significant role in analog chip production, their exposure to the booming Chinese EV market, and discuss whether the optimistic revenue projections for 2025 and 2026 are already priced into the stock.We also continue the perilous experiment of incorporating ChatGPT’s insights into our stock picks, comparing its recommendations against our own analyses. We also touch upon recent movements in Bitcoin and cryptocurrencies following political events, and consider how geopolitical factors might affect AI investing and the semiconductor sector as a whole.AI Stocks Discussed: Texas Instruments ($TXN), On Semiconductor ($ON), NXP Semiconductors ($NXPI), ASML Holding ($ASML), NVIDIA ($NVDA), Super Micro Computer ($SMCI), Bitcoin ($BTC)You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai

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