You’re Watching AI Headlines Daily. Here’s How to Own the Whole Trend at Once

Quick Read QQQ returned 40% over the trailing year and 591% over the past decade, with NVIDIA, Microsoft, and Apple leading its Nasdaq-100 holdings. Very bullish Reddit sentiment and top-three holdings controlling 25% of the fund signal a crowded trade, making position sizing critical for QQQ investors. Don’t wait: the analyst who called NVIDIA in […]

How to play the sector

00:00 Josh Scott, it is great to see you. So let’s talk about this software sector, Scott. I mean if you look at the IGV, so your software ETF, uh, not good, Scott. It is well in the red already this year. Over the past year, it’s gone nowhere. What is the issue here, Scott? […]

How to play Big Tech earnings

00:00 Speaker A It is a big week for Big Tech with four of the magnificent seven set to report, Microsoft and meta, they’re coming on Wednesday, Apple and Amazon scheduled for Thursday. Key themes include how Big Tech is turning AI into revenue and what it’s costing them. We navigate how to play Big […]

How to play software stocks now

00:00 Speaker A Maybe to start, Brent, kind of a bigger picture question I had for you, because I think when a lot of investors, Brent, they think of your coverage universe, they think of software names. They think, okay, these are these are relatively tariff resistant, but there can be kind of downstream effects […]

How to build a better AI benchmark

The limits of traditional testing If AI companies have been slow to respond to the growing failure of benchmarks, it’s partially because the test-scoring approach has been so effective for so long.  One of the biggest early successes of contemporary AI was the ImageNet challenge, a kind of antecedent to contemporary benchmarks. Released in 2010 […]

How to play Microsoft, Amazon earnings using options

00:00 Speaker A Alphabet, the latest of the big tech names reporting first quarter results this earnings season. The company showing resiliency as it surpasses Wall Street’s earnings expectations. But with many more of the magnificent 7 tech names set to report in the coming days, we’re looking at ways for investors to get in […]

There’s AI Inside Windows Paint and Notepad Now. Here’s How to Use It

Note that while Generative Erase and Remove Background can be used for free, Image Creator uses up AI credits associated with your Microsoft account. You can’t buy these separately, they come as part of a subscription to Microsoft 365 or Copilot Pro subscriptions, so use them wisely. You can read more about AI credits and […]