
← Investing in Intelligence: AI Stocks and Options14 sept 2025 · 30 min
AI Is Eating Software - 4 AI Stocks to Keep You off the Menu
AI Is Eating Software - 4 AI Stocks to Keep You off the Menu
AI is eating software, and stocks like Monday.com and Adobe have taken a hit. In this episode we give you a game plan to stay off the dinner table, with four AI stocks that benefit from the shift from labor to capital (and from services to capital). We first cover a new AI data center play and why all analysts rate it a buy with at least 40% upside, before taking a second look at rare earth stocks like MP Materials and USAR (with a surprise appearance by a major Australian rare earth company ...