Investing in Intelligence: AI Stocks and Options

How AMD Earnings, Clawdbot ft. Claude Legal, and Other Burryesque AI Narratives Can Make You Money

AMD earnings happened and somehow got noticed, the non-Claude Clawdbot "sucks" but scares (dracula?), and Michael Burry loves Gamestop but Nvidia is the fraudster. Truth is stranger than fiction in our first episode of 2026.....You knew we had to come in with the save as soon as AI stocks took a fall. AI Stocks Discussed: Google (GOOG), Apple (AAPL), Nvidia (NVDA), OpenAI (private), Anthropic (private), AMD (AMD), and many more. Catch our daily AI stock news show on Youtube at https://www.youtube.com/@InvestingInAI

SPECIAL UPDATE: Clarification on Comments on Google/Apple Gemini+Siri AI Deal

Clarifying comments on the Google/Apple deal reported in Bloomberg yesterday, practically at the exact same time our episode was recorded with speculation on what a Gemini/Siri deal would look like.

The Next 4 AI Stocks, OpenAI's "Netflix Playbook," and Being Antiso

We skip the fluff and give you four AI stocks you probably haven't heard of. These four AI stocks are all profitable companies with major AI tailwinds, not to mention one even has a PE of 18 and pays a dividend. In this episode we also discuss the ongoing AI Mag 7 shakeout, analyzing which magnificent seven company could be the short of the century. Lastly, we discuss how changing attitudes towards capitalism could affect the stock market, challenging you to be "antiso" too. AI Stocks Discussed: Google (GOOG), Apple (AAPL), META (META), Celestica (CLS), Solstice Advanced Materials (SOLS), Iren (IREN), Leidos (LDOS), and many more. Catch our daily AI stock news show on Youtube at https://www.youtube.com/@InvestingInAI

AI Is Eating Software - 4 AI Stocks to Keep You off the Menu

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 you've never heard of). The episode wraps up with a final analysis of Google - you might be surprised to find our take after Google's impressive comeback over the last couple months. AI Stocks Discussed: Google (GOOG), MP Materials (MP), USA Rare Earth Inc (USAR), Lynas Rare Earths Ltd (LYSCF), WhiteFiber (WYFI), and many more. Catch our daily AI stock news show on Youtube at https://www.youtube.com/@InvestingInAI

Databricks IPO and the Next Three Years in AI

Investing in AI stocks in 2025 is equally gratifying and terrifying with the ever-present threat of tariffs and their possible economic impacts. We break down what really matters most in economic indicators - since the overall economy affects AI stocks more than anything - before we take a look at what the next three years in AI will bring. Learning from the successes of Circle and CoreWeave - we tip you off to the next big AI IPO (DataBricks). DataBricks is expected to IPO before the conclusion of 2025, but it could get pushed out if the economy sours. AI Stocks Covered in This Episode: Google (GOOG), Uber (UBER), QuantumScape (QS), DataBricks (private), Circle (CRCL), and CoreWeave (CRWV)