We discuss the outlook for AI stocks & whether there's more upside ahead
(1:30) - Will Arm Holdings PLC Be A Significant Player In AI?
(4:35) - Breaking Down Nvidia and AMD’s Impact On The AI Industry
(9:00) - Do Semiconductors Have Even More Upside For Investors?
(11:00) - Are Software Stocks The Next Big Play Into The AI Industry?
(14:00) - Spear Alpha ETF: SPRX
(21:50) - Episode Roundup: NVDA, AMD, ZS, S, SNOW, MRVVL, ARM
[email protected]