Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 6 chart positions in 6 markets.
By chart position
- 🇨🇦CA · Investing#10030K to 100K
- 🇸🇪SE · Investing#8810K to 30K
- 🇳🇬NG · Investing#853K to 10K
- 🇸🇬SG · Investing#893K to 10K
- 🇵🇪PE · Investing#117500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
24K to 78K🎙 Weekly cadence·47 episodes·Last published 6d ago - Monthly Reach
Unique listeners across all episodes (30 days)
47K to 156K🇨🇦64%🇸🇪19%🇳🇬6%+3 more - Active Followers
Loyal subscribers who consistently listen
19K to 62K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 10 epsHost
Recent guests
Recent episodes
Cerebras IPO, VCX, Iran, and the Robotic Nuclear Arms Race
May 14, 2026
35m 21s
AI Military and Defense Stocks - The Intelligent Future is Violent
Mar 14, 2026
32m 58s
How AMD Earnings, Clawdbot ft. Claude Legal, and Other Burryesque AI Narratives Can Make You Money
Feb 5, 2026
38m 19s
SPECIAL UPDATE: Clarification on Comments on Google/Apple Gemini+Siri AI Deal
Nov 6, 2025
1m 43s
The Next 4 AI Stocks, OpenAI's "Netflix Playbook," and Being Antiso
Nov 6, 2025
22m 00s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/14/26 | 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 ht... | 35m 21s | ||||||
| 3/14/26 | AI Military and Defense Stocks - The Intelligent Future is Violent✨ | AI stocksmilitary+4 | — | AIdefense | IranStrait of Hormuz | AI stocksdefense stocks+5 | — | 32m 58s | |
| 2/5/26 | How AMD Earnings, Clawdbot ft. Claude Legal, and Other Burryesque AI Narratives Can Make You Money✨ | AMD earningsAI stocks+4 | Claude Legal | AMDClawdbot+6 | — | AMDAI stocks+5 | — | 38m 19s | |
| 11/6/25 | SPECIAL UPDATE: Clarification on Comments on Google/Apple Gemini+Siri AI Deal✨ | AItechnology+5 | — | GeminiSiri+3 | — | GoogleApple+6 | — | 1m 43s | |
| 11/6/25 | The Next 4 AI Stocks, OpenAI's "Netflix Playbook," and Being Antiso✨ | AI stocksinvestment strategies+3 | — | OpenAIAI Mag 7+1 | — | AI stocksOpenAI+4 | — | 22m 00s | |
| 9/14/25 | AI Is Eating Software - 4 AI Stocks to Keep You off the Menu✨ | AI in softwarestock analysis+3 | — | Monday.comAdobe+3 | — | AI stockssoftware investment+7 | — | 30m 10s | |
| 8/4/25 | Databricks IPO and the Next Three Years in AI✨ | AI stocksDatabricks IPO+3 | — | DatabricksCircle+1 | — | AI stocksDatabricks+5 | — | 10m 19s | |
| 6/17/25 | Two AI Stocks You’re Overlooking + 3 Factors Determining Boom or Bust in 2025✨ | AI stocksinvestment strategies+3 | — | CoreweaveCircle+4 | — | AI stocksinvestment+6 | — | 17m 33s | |
| 5/1/25 | China's AI Advantage and Hedges for the Recession We're Already In✨ | AI stocksrecession+3 | — | MicrosoftMeta+1 | ChinaS&P | AI stocksrecession+5 | — | 22m 58s | |
| 3/29/25 | CoreWeave IPO, Nvidia GTC, and Tariff and Recession-Proof AI Stocks✨ | CoreWeave IPONvidia GTC+4 | — | Nvidia (NVDA)CoreWeave (CRWV)+6 | — | CoreWeaveNvidia+5 | — | 33m 26s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 3/11/25 | Crafting Your Market Crash Recovery Profile - With AI Stocks✨ | market crashAI stocks+3 | — | Nvidia | China | market crashAI stocks+4 | — | 27m 34s | |
| 2/8/25 | Chinese AI Stocks to Insulate You from Your DeepSeek Nightmare Scenarios | Chinese dumping of AI open-source models and cheap Chinese AI inference could kill American AI, right? Even if not, we consider the best Chinese AI stocks to help you hedge against potential American mediocrity in AI. Consider AliBaba the Amazon of China, Baidu the Google of China, and Xiao-I the SoundHound of China. Pick your Chinese poison, and bottoms up. AI Stocks Covered: AliBaba (BABA), Baidu (BIDU), Xiao-I, Nvidia (NVDA) | 31m 08s | ||||||
| 1/29/25 | The DeepSeek Panic Was an Nvidia Hit Job - The DeepSeek Conspiracy Explained as NVDA Recovers | As cries of DeepSeek death echoed the halls of Wall Street, Nvidia sank 105% on Monday due to terrified AI investors whose worst fears finally came true (tech companies are spending 95% too much on the AI buildout, there will never be any profit in AI inference, and China has co-opted all of America's AI success). Of course none of their fears are actually true, but the one day largest stock loss in history sure seems to indicate a lot of investors believed it. In this impromptu episode we co... | 24m 14s | ||||||
| 1/20/25 | Reddit Isn't an AI Stock - It's an Advertising Stock (So Far...) - RDDT AI Stock Analysis | Reddit is conflicted on AI. User backlash against using subreddits for AI training data sales led to a mixed bag for Reddit executives. In the end, they'll cave and do more AI stuff. For now, Reddit wants to identify as an online advertising company. And they're not doing so bad at that with superb year over year revenue growth. We discuss Reddit's burgeoning data sales business (and its percent of revenue) while looking at RDDT as a potential AI investment. We also break down market rotatio... | 34m 25s | ||||||
| 1/9/25 | We Beat Every Analyst on Wall Street in 2024 - But 2025 Looms for AI Stocks | So our portfolios beat every analyst on Wall Street in 2024, but that's only because we went all in on AI stocks at the start of the year. In this episode we discuss our "reputational PNLs," which are calculated based on our takes on the show. We discuss our big AI winners and big AI losers of 2024 before discussing our 2024 acronyms and making 2025 acronyms. Oh yeah, and quantum computing. Note that this episode was recorded January 4, 2025 at 1pm. Thus, the bearish remarks on Rigetti Compu... | 44m 42s | ||||||
| 12/14/24 | Applied Digital’s AI Data Center Pivot: APLD as an AI Stock Investment (ft. ChatGPT o1) | All in on APLD? In this episode we turn our attention to Applied Digital’s shift from its crypto roots to a future in high-performance AI data centers, following a notable investment from NVIDIA (NVDA). We explore how this pivot impacts the company’s growth prospects, examine whether the promise of GPU-fueled AI expansion can overcome razor-thin margins, and discuss why some AI small caps, like Soundhound, have recently soared. We also break down market rotations, with chip stocks lagging an... | 47m 06s | ||||||
| 11/26/24 | Texas Instruments ($TXN) in Focus: AI Impacts and Future Projections (ft. ChatGPT o1-preview) | Is Texas Instruments ($TXN) a Buy Amid the Semiconductor Downturn? In this episode, we dive deep into how the world’s largest analog chip maker, Texas Instruments, is navigating the cyclical semiconductor industry and the evolving AI landscape. We analyze Texas Instruments’ significant role in analog chip production, their exposure to the booming Chinese EV market, and discuss whether the optimistic revenue projections for 2025 and 2026 are already priced into the stock. We also continue the... | 40m 11s | ||||||
| 11/16/24 | ChatGPT o1-Preview Cohosts Her First Podcast to Analyze $ON Semiconductor as an AI Stock | 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 $ON. Listen ... | 27m 35s | ||||||
| 11/4/24 | Cadence Design Systems ($CDNS), SMCI Drama, and How Valuations are Made | 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 ho... | 41m 57s | ||||||
| 10/20/24 | Amazon’s ($AMZN) AI Revolution: How AWS and Robotics Are Shaping the Future of AI Investing | Is Amazon ($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... | 33m 36s | ||||||
| 9/27/24 | AXON’s AI Is a Real Stunner — $AXON As an AI Stock Investment | Axon Enterprise ($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 sec... | 27m 23s | ||||||
| 9/22/24 | Constellation Energy ($CEG) and Talen Energy ($TLN) - AI Utility Stocks | 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. ... | 25m 34s | ||||||
| 9/7/24 | The CAVA of AI Stocks - Tempus AI (TEM or $TEM) | Unlike other "AI Stocks," Tempus AI has done a phenomenal job of not crashing. Since nearly doubling two months after its IPO, $TEM has help impressively above $50 a share. Tempus' impressive post-earnings performance caught our attention, and a deeper analysis into Tempus AI revealed that it's already a leader in the medical diagnostics field. But their proprietary data might make them an AI gem. Is Tempus AI the CAVA of artificial intelligence stocks? AI Stocks Discussed: Broadcom ($AVGO),... | 34m 47s | ||||||
| 8/30/24 | SMCI Hindenburg Report - Super Micro Computer's Hindenburg Research Report (Short Report on $SMCI) | Super Micro Computer has a Hindenburg Report, and SMCI stock dropped 27% on the news. Hindenburg Research has hit $SMCI with a slew of allegations, and Super Micro Computer's executives have yet to respond. If you thought AI servers were a drama-free industry, the Hindenburg report on Super Micro just changed that. Did SMCI commit fraud, or just some minor accounting violations? In this clip we scratch the surface of the Super Micro Computer Hindenburg Report. For a video episode on SM... | 41m 35s | ||||||
| 8/23/24 | Google (GOOG) as an AI Stock and Nvidia's Investment in Serve Robotics (SERV) | Is Google (GOOG and GOOGL) finally an AI stock worth investing in? We discuss the breakup of Google by the U.S. government, the $GOOGL's AI capabilities, and the performance of Google's business segments - many of which still haven't achieved profitability. All in all, Google still doesn't seem like a clear AI winner or the most sound AI stock investment. Oh ya, and move over Waymo. Serve Robotics' (SERV) Wall-E food delivery robot is here to take the crown in AI autonomy. AI Stocks Discusse... | 33m 08s | ||||||
Showing 25 of 48
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Chart Positions
6 placements across 6 markets.
Chart Positions
6 placements across 6 markets.