Is ARM ($ARM) the right AI investment for you? We discuss ARM's dominance in the chip design space and whether you should buy ARM stock as an AI investment. ARM's risks include its exposure to China, its high PE ratio (overvalued), and the extremely low float, with SoftBank still holding 90% of ARM shares.We also discuss Google's (GOOG) latest AI flop with their AI search results gone wild and the big win for the cryptocurrency space as the democratic party veers increasingly crypto-tolerant.AI Stocks Discussed: ARM, Google (GOOG or GOOGL), Apple (AAPL)For all our AI investments and a full AI stock investing portfolio, visit https://investingintel.aiWatch the video version of our AI stock investing podcast at https://www.youtube.com/@InvestingInAI

Is ASML the ultimate stable AI investment, or does its reliance on China present a risk to income stability? We break down ASML as an AI trade, considering its underlying AI business and its prospects for 2024 and 2025. We also dive into the biggest AI event of May - Nvidia earnings this week. AI Companies Discussed: ASML (#ASML), Nvidia (#NVDA)For more info on ASML and Nvidia, along with all our AI stocks and investments, visit https://investingintel.ai

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 "AI-adjacent" electric companies, and AI investors have responded by buying up utilities and electric companies. AI Stocks Covered: Eaton (ETN), Carrier (CARR), Itron (ITRI), XLU (Utilities ETF)You can find our AI utility and AI electrical company holdings and all our other holdings at https://investingintel.ai

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 government and defense but has recently focused on helping corporations be more productive with a suite of stand-alone software offerings. Palantir ($PLTR) is profitable and has shown strong earnings and revenue growth in recent quarters.AI Stocks Discussed: Palantir ($PLTR), Tesla ($TSLA), Taiwan Semiconductor ($TSM), Apple ($AAPL)You can find all our AI stocks and an entire AI investing portfolio (including our position in Palantir) at https://investingintel.ai

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 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)

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 focus on artificial intelligence, have placed it in a dominant position since Satya Nadella took over as CEO in 2014.In addition to Microsoft's AI position, we discuss $MSFT valuation metrics like price-to-earnings ratio and book value per share, as well as the market sentiment and recent sell-off in AI stocks. $MSFT AI Stock Episode Takeaways:-Microsoft has a wide moat in business-to-business services and a strong presence in software, cloud, gaming, and security.-MSFT has successfully adapted to the software-as-a-service model and has shown consistent growth in revenue and earnings per share since 2018.-$MSFT's focus on artificial intelligence and its acquisitions in the AI space position Microsoft well for future growth.-Market sentiment is currently in the fear zone, with a recent sell-off in AI stocks. Consider the long-term goals and risk tolerance when making investment decisions.-Drops in AI stock prices may present buying opportunities for long-term investors.All our AI stock holdings and our top-performing AI stock investing portfolio can be found at https://investingintel.ai

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 key focus for ServiceNow, with initiatives such as AI-powered dispute resolution, AI agents for internal employee service, and AI legal contract writing tools. While ServiceNow has strong fundamentals and market potential, the NOW stock valuation is high, which may limit potential upside. ServiceNow Stock Analysis Takeaways:-ServiceNow's integration of AI into their products aims to automate processes and improve productivity for organizations.-ServiceNow has a strong customer base and high customer retention rate, but its valuation is a concern.-Market volatility and interest rates can have a significant impact on different sectors-AI and automation have the potential to disrupt industries and replace certain jobsServiceNow Stock Analysis Chapters:0:00 Introduction to ServiceNow6:24 ServiceNow's AI Integration in HR and Customer Service26:41 Market Volatility and Interest Rates33:18 The Potential of AI and AutomationView all our analysis on AI stock ServiceNow (NOW) at https://investingintel.ai/servicenow-now-ai-stock.html along with other AI investing tips and ideas for which AI stocks to invest in.

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 investing in Micron, along with a look at the overall market and the importance of monitoring CPI and PPI data. Micron (MU) AI Stock Episode Takeaways:-Micron's (MU) recent earnings call indicates strong revenue growth due to AI and potential partnerships with companies like Nvidia, which could drive future demand for their products.-Valuing Micron based on traditional metrics like PE ratios may not accurately reflect the company's potential due to its explosive growth in AI and changing market dynamics.-AI server demand is expected to continue driving revenue growth for Micron in the near future.-Investors should consider the overall market conditions, including CPI and PPI data, when making investment decisions.-Recent developments in the AI industry, such as OpenAI's GPT-3 and Apple's Realm model, highlight the increasing mainstream interest and potential of AI technology.Micron ($MU) AI Stock Episode Chapters0:00 Introduction0:46 Overview of Micron and Disclosure1:39 Micron's Products and Impressive Earnings Call4:36 Exciting Developments and Potential AI Partnerships6:38 Valuing Micron: PE Ratios and Competitors in AI Memory8:24 Cyclicality and Future Growth due to AI9:01 Evaluating $MU EPS and PE Ratios10:07 Using Different Metrics to Value Micron (MU)19:08 Analyzing Micron's Risk and AI Server Demand23:30 Considering Overall Market Conditions27:00 Recent Developments in the AI Industry

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 liabilities of autonomous robotic surgery and ISRG's dominant position in medical AI data collection. We also cover $ISRG's financial performance and evaluate it as an AI stock investment.Intuitive Surgical (ISRG) AI Stock Takeaways:-Intuitive Surgical (ISRG) is a leading provider of robotic surgical systems and has no competitors in the market.-While robotic surgery has made significant advancements, the current systems do not possess true artificial intelligence.-The future potential of robotic surgery lies in the integration of data collection and analysis to improve surgical practice.-While autonomous robotic surgery may not be feasible in the next five years, ISRG is taking the initial steps to build a trove of AI data.-Intuitive Surgical's financial performance and market dominance make it an attractive investment option.Intuitive Surgical (ISRG) AI Stock Chapters:0:00 Overview of Intuitive Surgical ($ISRG)2:59 Discussion on the Future of Robotic Surgical Systems5:00 Exploring the Potential of a More Computational Robotic Surgical System7:44 The Possibility of Auto-Drive Features in Robotic Surgery9:15 The Evolution of Intuitive Surgical's Robotic Platforms12:26 The Use of Data and AI in Surgical Practice14:35 The Potential for Autonomous Robotic Surgery16:00 The Challenges and Liabilities of AI Robotic Surgery20:03 The Role of AI Computer Vision in Robotic Surgery22:19 The Fear Factor and Human Acceptance of Robotic Surgery23:46 Intuitive Surgical's Market Dominance28:08 The Current Impact of Macroeconomic Factors on the Stock Market

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 investing. The episode concludes with a discussion on Apple's ability to monetize AI and the recent lawsuit against the company.AI Small-Cap Stocks Takeaways:-AI investors can use ChatGPT and Yahoo Finance to perform a great analysis of young AI companies-SoundHound AI ($SOUN) is a controversial AI startup stock-Airship AI ($AISP) shot up after receiving a key Pentagon contract-Nano-X ($NNOX) is a medical data company providing FDA-approved AI models-The Astera Labs ($ALAB) IPO purposefully shut out retail investors-Running local AI on phones and personal computers may be overhyped-Apple ($AAPL) has no clear path to monetizing AI in a big wayChapters0:00 Introduction and Overview1:26 ChatGPT + Yahoo Finance for AI stock analysis4:21 Discussion on Soundhound AI6:14 Discussion on Airship AI9:07 Discussion on Nano-X Imaging16:21 Discussion on Astera Labs29:17 Narrative Investing and Future Growth39:17 Apple's Ability to Monetize AI

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 financial performance. We discuss the role of $TSM in chip manufacturing and also address the risks and concerns surrounding TSM, such as competition, rising costs, and the geopolitical situation. We touch on Intel's attempt to catch up with TSM in AI and share our bullish outlook on the company. The episode concludes with a discussion on short-term trading and the market outlook for AI investing and AI stocks.TSM as an AI Stock - Episode 3 Outline:0:00 Introduction to Taiwan Semiconductor Manufacturing Company (TSM)2:20 Impressive Earnings Report4:05 TSMC as a Core AI Company6:21 Understanding Earnings Per Share (EPS) and TSMC's Finances9:04 TSM's Role in Chip Manufacturing10:30 Bullish Outlook on TSM12:10 Risks and Concerns: Competition, Rising Costs, and Geopolitical Situation21:04 Short-Term Trading and Market OutlookWhat do you think of TSM as an investment in artificial intelligence? Is Taiwan Semi ($TSM) a top AI stock?

Want to invest in AI stock SMCI? We discuss Super Micro Computer ($SMCI) and its role in the AI industry. SMCI is an AI company that specializes in putting together racks and servers for artificial intelligence (AI) data centers. We analyze SMCI's strong earnings report and the unlimited demand for its products. We also discuss the valuation of SMCI and calculate a price target based on earnings estimates. Kai pushes the possibility of a market pullback and its impact on SMCI's stock price. We also share views on the overall market and the future of AI investments.SMCI as an AI Stock - Episode 2 Outline:0:00 Introduction to SMCI and its Business Model0:58 James' Take on SMCI3:12 Unlimited Demand for SMCI's Products3:22 Discussion on SMCI's Valuation5:31 Calculating SMCI's Price Target8:30 Evaluating SMCI's EPS Growth and PE Ratio10:24 Considering a Potential Pullback in SMCI's Stock Price13:31 Understanding SMCI's Revenue and Market Position17:19 The Role of Liquid Cooling in SMCI's Future Growth21:03 Assessing the Market Conditions and Potential Risks25:18 Analogy of SMCI's Growth PotentialWhat do you think of SMCI as an investment in artificial intelligence? Is Super Micro ($SCMI) a top AI stock?

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 it as a good company with consistent growth and suggests including it in a diversified AI portfolio. They also share their views on the overall market and the future of AI investments. ANET as an AI Stock - Episode 1 Outline:00:00 Introduction to Arista Networks (ANET)02:23 Discussion on Arista Networks' Role in AI06:15 Comparison with Competitors08:18 Evaluation of Arista Networks' Position in the Market10:45 Short-term Bullishness on Arista Networks13:18 Concerns about Arista Networks' Growth Potential15:00 Diversification in AI Portfolio23:17 Market Outlook and AI Investments25:07 Closing Remarks and Future Episodes