Two AI Stocks You’re Overlooking + 3 Factors Determining Boom or Bust in 2025 episode artwork

EPISODE · Jun 17, 2025 · 17 MIN

Two AI Stocks You’re Overlooking + 3 Factors Determining Boom or Bust in 2025

from Investing in Intelligence: AI Stocks and Options · host Investing in Intelligence

We've made double the returns of the NASDAQ and S&P so far this year, so it's time to take a look at what's working (and what's not). In doing so we discovered two hidden AI plays that no one's talking about. Before discussing those two stealth AI infrastructure stocks, we cover our big profits in Coreweave (CRWV), Circle (CRCL), Nebius (NBIS), and Applied Digital (APLD). Next we tell you what to disregard for the rest of the year and what to watch to determine where stocks are headed next - spoiler alert: effects of tariffs beat out inflation and war. Don't miss our final segments on China and a timely warning on Google!AI Stocks Covered: AliBaba (BABA), Baidu (BIDU), Western Digital (WDC), Seagate (STX), Coreweave (CRWV), Circle (CRCL), Nebius (NBIS), Applied Digital (APLD), Tesla (TSLA), Google (GOOG), and several more

Episode metadata supplied by the publisher feed · Published Jun 17, 2025

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We've made double the returns of the NASDAQ and S&P so far this year, so it's time to take a look at what's working (and what's not). In doing so we discovered two hidden AI plays that no one's talking about. Before discussing those two stealth AI infrastructure stocks, we cover our big profits in Coreweave (CRWV), Circle (CRCL), Nebius (NBIS), and Applied Digital (APLD). Next we tell you what to disregard for the rest of the year and what to watch to determine where stocks are headed nex...

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Two AI Stocks You’re Overlooking + 3 Factors Determining Boom or Bust in 2025

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