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JFrog (FROG) as an AI Stock Investment and Tesla's AI Potential
Manage episode 415691559 series 3566434
Investing in Intelligence에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Investing in Intelligence 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Is JFrog (FROG) the right AI investment for you? We explore JFrog's pivotal role in AI and secure software management, particularly highlighting its partnership with Hugging Face for safeguarding AI models. We delve into JFrog's profitability and financial growth. With its ability to help AI developers deploy trusted open source models via its Artifact DevOps/MLops platform, JFrog boasts strategic positioning as the AI sector builds out.
We also discuss Tesla's AI ambitions and the market's reaction to Tesla's AI-driven initiatives.
JFrog AI Episode Takeaways:
-JFrog (FROG) helps developers with software management and secure software development
-JFrog has a plugin with Hugging Face for open-source AI models which ensures the security and integrity of models used by developers
-FROG has a high gross retention and net dollar retention
-$FROG is a smaller cap company with a market cap of around $4 billion and expected revenue for Q1 2024 around $90 to $99 million
-Price-to-sales ratio is a useful metric for evaluating JFrog's value, and P/S for $FROG places it at a reasonable valuation
-Tesla's recent earnings call was impressive and showcased Elon Musk's vision for the future of self-driving cars
-Despite receiving downgrades, TSLA has been moving up
-Tesla is actually making money on each EV shipped, unlike Ford and Rivian
$FROG Analysis Chapters:
0:00 Introduction
2:01 The Impact of Market Sentiment
4:01 Balancing Positive Sentiment and Stock-Specific Factors
8:18 Tesla's FSD AI Problems
10:52 JFrog's Collaboration with Hugging Face
13:21 Navigating the Uncertainty of Investing in AI Companies with Unclear Financials
15:33 Financial Metrics for AI Stocks: PE Ratio and Earnings Per Share
19:47 JFrog's Performance vs the NASDAQ
24:53 The Journey of ETF DXYZ
27:17 Delisting DXYZ: Fidelity and Robinhood's Decision
30:31 Back to Tesla: Job Cuts and Executive Departures
AI Stocks Discussed: JFrog (FROG), Tesla (TSLA), Destiny Tech 100 ETF (DXYZ)
30 에피소드
공유
