AI Military and Defense Stocks - The Intelligent Future is Violent

Cerebras IPO, VCX, Iran, and the Robotic Nuclear Arms Race

So did you make 1,100% on VCX? If not, you should probably click subscribe. In other news, Cerebras has an IPO tomorrow and Iran is still a problem (even if we close our eyes and try not to think about it). We also discuss the final technological revolution - the robotic revolution. AI Stocks Discussed: Cerebras (CBRS), Nvidia (NVDA), Google (GOOG), Amazon (AMZN), Anthropic, OpenAI, VCX (Fundrise Innovation Fund), Unitree Robotics, and more. Catch our daily AI stock news show on Youtube at https://www.youtube.com/@InvestingInAI

AI Military and Defense Stocks - The Intelligent Future is Violent

The Iran war is raging and the 2026 stock market hinges not on the ultimate outcome of the war, but rather the immediate unblocking of the Strait of Hormuz. We discuss how that can happen and why you should buy AI stocks on the pullback. We also predict a pullback in all things defense when the resolution does eventually come, and we analyze how you can capitalize on that to position yourself well for the increasingly violent future we face. AI will be pivotal in the future of war and defense, as seen in the recent discussion surrounding Anthropic's relationship with the Department of War. AI Stocks Discussed: Lockheed Martin (LMT), RTX Corp (RTX), RedCat (RCAT), Leidos Holdings Inc (LDOS), Garmin (GRMN), L3Harris Technologies Inc (LHX), Elbit Systems Ltd (ESLT), AeroVironment Inc (AVAV) and many more. Catch our daily AI stock news show on Youtube at https://www.youtube.com/@InvestingInAI

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