Episodes (Page 2)
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Meta launched new glasses and VR headset powered by Muse AI.
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AMD stock surpassed $1 trillion valuation, up 178.4% year-to-date.
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Oracle claims force majeure on New Mexico data center project.
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Analyzing Meta Platforms stock: buy or sell after Muse AI surge.
Meta Platforms Stock
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Meta stock rises 9% on Muse AI success.
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Three strong stocks: SoFi, Eli Lilly, and NVIDIA.
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Anthropic IPO timeline and outlook for AI leaders analyzed.
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Three AI stocks, TTMI, IES Holdings, and Sanmina, are outperforming the S&P 500.
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Ambarella, Target, and Unity Software are identified as potential 2026 takeover targets.
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Discussing overlooked growth stocks with significant upside potential.
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Examining Oracle's potential rebound after a significant price drop.
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NVIDIA's AI chip dominance faces potential challenges.
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Three AI infrastructure stocks to consider regardless of Fed actions.
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Discusses Tesla, Texas Instruments, and Alphabet as robotaxi leaders.
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Analyzes Palantir, Super Micro Computer, and IBM for Sovereign AI.
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Identifies undervalued stocks missed by Wall Street due to AI bottleneck.
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NVIDIA's AI chips require vast electricity, creating a power bottleneck.
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Robotaxi market extends beyond Tesla, with five leading companies.
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Four tech giants plan to spend $750 billion on AI infrastructure this year.
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Broadcom anticipates $115B AI revenue by FY27 and $230B by FY28.