Are AI Data Centers a Bubble? Navigating the ...

Will we actually see humanoid robots in every home? While viral demos grab headlines, the real investing story in physical AI comes down to unglamorous physical bottlenecks.In this episode, we sit down with Ankur Saxena of TDK Ventures (formerly Cisco Ventures) to break down what ...  عرض المزيد

Synopsys (SNPS) and Cadence (CDNS) own the chip design software duopoly that every designer relies on, yet both have badly lagged the semiconductor rally since 2022. One year after Synopsys’ massive Ansys merger, what actually went wrong?In this episode, we break down why the EDA ...  عرض المزيد

In this episode we discuss 6 High-Quality, Undervalued Semiconductor Stocks (LINK HERE), A Starbucks Covered call I sold, and trivia from Visual Capitali ...

Investors are always looking for the next stock before the big runup — and this tiny AI company might fit the bill. With analysts projecting up to 300% upside, the company's pivot from data storage to AI innovation could mark a major turning point. MarketBeat's Thomas Hughes brea ...  عرض المزيد

Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research Chief Market Strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. ...  عرض المزيد

Emmet and Mike are on the hunt for stocks unlikely to be impacted by the rise of AI and they’re here to pitch you four great options. Nvidia might be all the rage but that doesn’t mean you should forget about diversification.

Tune in to hear full breakdowns of Intuit ...