
Two AI Stocks You’re Overlooking + 3 Factors Determining Boom or Bust in 2025
From Investing in Intelligence: AI Stocks and Options by Investing in Intelligence
June 17, 2025 · 18 min · Episode 41
About this episode
The episode discusses overlooked AI stocks and factors influencing market performance in 2025.
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...
Topics covered
- AI stocks
- investment strategies
- market analysis
- 2025 predictions
- hidden stocks
Keywords
- AI stocks
- investment
- Coreweave
- Circle
- Nebius
- Applied Digital
- market trends
- 2025 predictions
Mentioned in this episode
Organizations: Coreweave, Circle, Nebius, Applied Digital, NASDAQ, S&P
More episodes of Investing in Intelligence: AI Stocks and Options
- Cerebras IPO, VCX, Iran, and the Robotic Nuclear Arms Race · May 14, 2026 · 35 min
- AI Military and Defense Stocks - The Intelligent Future is Violent · March 14, 2026 · 33 min
- How AMD Earnings, Clawdbot ft. Claude Legal, and Other Burryesque AI Narratives Can Make You Money · February 5, 2026 · 38 min
- SPECIAL UPDATE: Clarification on Comments on Google/Apple Gemini+Siri AI Deal · November 6, 2025 · 2 min
- The Next 4 AI Stocks, OpenAI's "Netflix Playbook," and Being Antiso · November 6, 2025 · 22 min
- AI Is Eating Software - 4 AI Stocks to Keep You off the Menu · September 14, 2025 · 30 min
Explore listener stats, chart rankings, contacts and more on the Investing in Intelligence: AI Stocks and Options podcast page.