Investing in Intelligence: AI Stocks and Options

ChatGPT's o1-preview cohosted her first podcast to give her take on $ON Semi as an AI stock. o1-preview (codenamed "Ona") starts by analyzing Trump's recent picks and their potential impact on the stock market and overall economy. Before analyzing ON Semiconductor, Ona also gave us her take on SMCI and the looming delisting.  o1-preview did a great job analyzing $ON Semiconductor, crunching all the numbers on Yahoo Finance and also distilling an entire Morningstar report on $ON. Listen to the entire episode to see if ChatGPT's newest model rated $ON a buy as an AI investment or not. AI Stocks Discussed: ON Semiconductor ($ON), Super Micro Computer ($SMCI) You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai

Is Cadence Design Systems ($CDNS) the next standout AI stock? We delve into how this leader in electronic design automation software is poised to capitalize on the AI and chip design surge. We analyze Cadence’s recent earnings blowout, their dominant position in analog chip design, and their impressive 19% year-over-year revenue growth coupled with high margins. Highlights include discussions on Cadence’s expansion into digital chip design, their competitive edge over Synopsys ($SNPS), and how AI is revolutionizing chip design automation. We also debate investment strategies, examining whether traditional valuation metrics like P/E ratios are the best tools for timing stock purchases in the fast-evolving AI sector. Our conversation explores the significance of revenue growth and margins over standard valuations, especially for companies driving AI innovation. Additionally, we touch upon the broader impact of Agentic AI on the job market and economy, and consider how upcoming political events might influence AI investing and the stock market as a whole. AI Stocks Discussed: Cadence Design Systems ($CDNS), Synopsys ($SNPS), Amazon ($AMZN), Super Micro Computer ($SMCI) You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai

Is Amazon ($AMZN) an underrated AI stock investment? We explore how the tech giant is positioned to capitalize on the growth of AI investing through its cloud computing arm, Amazon Web Services (AWS). We analyze AWS’s potential to overtake competitors in AI workloads, Amazon’s integration of AI into Alexa and their retail operations, and the company’s ventures into robotics and satellite projects. Highlights include Amazon’s AI initiatives like Rufus, their AI shopping assistant, and the role of AI in enhancing their fulfillment centers. We also examine ASML Holding ($ASML), a crucial player in chip fabrication technology, whose stock experienced a significant drop due to guidance concerns and shifts in market dynamics. We discuss whether this presents a buying opportunity, considering ASML’s indispensable role in the AI buildout and the sustained demand for their lithography machines. We also touch upon other key players in the AI and semiconductor sectors, such as Nvidia ($NVDA), TSMC ($TSM), and Tesla ($TSLA), discussing how their recent activities influence broader trends in AI and artificial intelligence investing. AI Stocks Discussed: ASML Holding ($ASML), Amazon ($AMZN), Nvidia ($NVDA), TSMC ($TSM), Tesla ($TSLA) You can find our complete AI investing portfolio and all our top AI stock picks at investingintel.ai.

Axon Enterprise ($AXON) is transforming law enforcement with artificial intelligence. Now a self-proclaimed "AI company," their Draft 1 software uses AI large language models to generate police reports from bodycam videos, freeing up to 25% of an officer’s time. Axon’s fleet cameras now feature AI-powered license plate recognition, turning patrol cars into networks of plate-reading devices. The acquisition of Fusus enhances their ability to integrate and analyze live feeds from drones and security cameras, allowing for AI alerts on unusual activities. Axon is also pioneering drone technology for police, aiming for a one-to-one ratio of drones to police cars within a decade. Financially, the company reports a 35% year-over-year revenue increase, adjusted gross margins at 62.5%, and software revenue rising to 39% from 29% two years ago. With expected revenue growth of 30% year over year and upcoming AI developments, Axon is rapidly becoming a leading data and AI company in law enforcement technology. AI Stocks Discussed: AXON ($AXON), Constellation Energy ($CEG), Talen Energy ($TLN), Sprott Uranium Miners ETF ($URNM), and Global X Uranium ETF ($URA) You can find an entire AI investing portfolio and all our AI stock picks at https://investingintel.ai. And find the video version of the AI stock investing podcast at https://www.youtube.com/@InvestingInAI

Yep, we recorded on Constellation Energy ($CEG) as an AI utility stock two days before it exploded 23% in a day. And yep, we published this episode two days after that meteoric intraday rise (we hope to soon reduce our turnaround time on publishing). While the Three Mile Island Microsoft data center deal solidified Constellation Energy as an AI utility, lesser known Talen Energy ($TLN) also provides nuclear power targeted towards data centers, in this case an Amazon Web Services data center. Yet regulated utilities lurk in the background, causing AI advancement troubles for both independent power producers TLN and CEG. AI Stocks Discussed: Constellation Energy ($CEG), Talen Energy ($TLN), Amazon ($AWS), Microsoft ($MSFT) You can find an entire AI investing portfolio and all our AI stock picks at https://investingintel.ai. And find the video version of the AI stock investing podcast at https://www.youtube.com/@InvestingInAI