Zortix
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Motley Fool Money
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Daily Motley Fool analyst discussion of stocks and market news.

In the last 30 days, Motley Fool Money produced 170 attributed ideas; most-discussed: GOOGL, LRCX, META.

41
Ideas · 7d
170
Ideas · 30d
739
Ideas · all time
142
Episodes
Names this show discusses most
30D
GOOGL · 3LRCX · 3META · 2IBM · 2GOOG · 2VZ · 1MSCI · 1NFLX · 1
90D
GOOGL · 3LRCX · 3META · 2IBM · 2GOOG · 2VZ · 1MSCI · 1NFLX · 1

Theses first heard here · 20

AI compute pricing power debateFIRST HEARD 21 OCT
AI bubble risk rising but timing uncertainFIRST HEARD 7 OCT
AI's threat to consulting's hourly modelFIRST HEARD 1 OCT · ACN
Aura IPO delay signals overpricing, not weak pipelineFIRST HEARD 29 SEP
Buffett succession raises Berkshire sustainability questionsFIRST HEARD 18 SEP · BRK.B
Latest attributed ideas · most recent first
26 OCTYESTERDAYAnthropic’s $500 Billion Question
Anthropic's S1 reveals surprisingly strong finances
Open in Zortix →
26 OCTYESTERDAYAnthropic’s $500 Billion Question
Anthropic's $500B compute obligations as a growth bet
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26 OCTYESTERDAYAnthropic’s $500 Billion Question
Meta's $95B raise shows hyperscaler funding strength
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
26 OCTYESTERDAYAnthropic’s $500 Billion Question
Verizon's strong results overshadowed by Starlink fears
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEVZOpen in Zortix →
26 OCTYESTERDAYAnthropic’s $500 Billion Question
Capital markets closing for neoclouds like CoreWeave
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25 OCT2D AGOAmerica's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street
Main Street millionaires dwarf Forbes 400 wealth
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25 OCT2D AGOAmerica's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street
Doctor's offices top private profit industry
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25 OCT2D AGOAmerica's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street
Track retail sales, PPI for Main Street health
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25 OCT2D AGOAmerica's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street
Competition from private market overlooked
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25 OCT2D AGOAmerica's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street
Private business growth easier than public
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24 OCT3D AGOWhen to Contribute or Convert to a Roth Account
RMDs' hidden cost on capital gains
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24 OCT3D AGOWhen to Contribute or Convert to a Roth Account
Roth contributions for lower tax rates today
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24 OCT3D AGOWhen to Contribute or Convert to a Roth Account
Roth conversions to manage RMD surprises
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24 OCT3D AGOWhen to Contribute or Convert to a Roth Account
Start a Roth early for the five-year rule
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24 OCT3D AGOWhen to Contribute or Convert to a Roth Account
Roth as a forced savings mechanism
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24 OCT3D AGOWhen to Contribute or Convert to a Roth Account
Filling tax brackets is misguided advice
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24 OCT3D AGOWhen to Contribute or Convert to a Roth Account
High-growth assets belong in Roth accounts
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23 OCT4D AGOIs the AI Bubble Popping?
AI compute pricing power debate
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23 OCT4D AGOIs the AI Bubble Popping?
Meta's Muse as a cost drag before monetization
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
23 OCT4D AGOIs the AI Bubble Popping?
MSCI's stable index business funds AI analytics push
MSCIOpen in Zortix →
23 OCT4D AGOIs the AI Bubble Popping?
Alphabet earnings as a market stabilizer
SHOWS SPLIT18 SHOWS · NOT ALL ON THE SAME SIDEGOOGLOpen in Zortix →
23 OCT4D AGOIs the AI Bubble Popping?
Consumer weakness signals are noisy
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23 OCT4D AGOIs the AI Bubble Popping?
AI revenue to fall short of $3 trillion by 2031
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23 OCT4D AGOIs the AI Bubble Popping?
Find great operators in cyclical downturns
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22 OCT5D AGODid IBM Just Tell the Truth About AI?
Lam Research's services as cyclicality hedge
LRCXOpen in Zortix →
22 OCT5D AGODid IBM Just Tell the Truth About AI?
IBM's truth on AI spending ROI focus
IBMOpen in Zortix →
22 OCT5D AGODid IBM Just Tell the Truth About AI?
Lam Research valuation a dip to nibble
LRCXOpen in Zortix →
22 OCT5D AGODid IBM Just Tell the Truth About AI?
Advanced packaging as a major growth driver
LRCXOpen in Zortix →
22 OCT5D AGODid IBM Just Tell the Truth About AI?
Helium shortage a chipmaking risk
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22 OCT5D AGODid IBM Just Tell the Truth About AI?
Shift to value hunting amid economic fears
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION