MAPsignals Big Money AI Podcast

About MAPsignals Big Money AI Podcast

What moves markets and stocks? Big money. Jason Bodner and Lucas Downey, co-founders of MoneyFlows (formerly MAPsignals), spent their Wall Street careers learning how the big players do it. The best stocks out there see big money activity. We've learned a lot over the years and are sharing it with you! In this podcast we explore historical studies, macro themes, and all kinds of powerful evidence-based research to help you become a better investor. There's always a hidden narrative. Flows reveal it!

Publisher

MoneyFlows

Category

business

Language

en

Explicit

No

First episode

3 May 2023

Latest episode

8 Oct 2026

Latest episodes

125 episodes in the feed.

1. 

   8 Oct 2026

   Ep. 45 - Best 3 Robotics Stocks to Buy Now | Physical AI Drones Core Players

   🚀 Join Frontiers Lite: Get monthly access to our top 20 ranked outlier stocks. https://www.youtube.com/channel/UC4nueJix0bSLmZyilUuCVrQ/joinInvesting in Physical AI & Robotics: Top Stocks for the Next Tech Frontier 🤖⚡Physical AI is moving out of the chatbot world and into physical machinery. This video breaks down the shift toward robotics and physical AI, explaining the critical layers required to power real-world machines and revealing top stocks positioned across the stack.⏰ Timestamps:00:00 – Intro: The Shift to Physical AI & The Physical AI Stack00:22 – What is Physical AI?01:39 – The Critical Layers of Robotics (Brain, Nervous System, Testing)04:23 – Nvidia (NVDA) – The Brain04:44 – Jetson Thor Chip, Blackwell & Project Groot06:53 – Revenue Trajectory & Financial Outlook07:57 – Institutional Money Flows09:10 – Analog Devices (ADI) – The Nervous System09:44 – Sensors, Motor Controls & Tactile Touch10:53 – Industrial Revenue & Earnings Growth Outlook11:50 – Institutional Inflow Signals12:56 – Keysight Technologies (KEYS) – Testing & Integrity13:15 – AI Software Model Integrity & Battery Testing14:55 – Electronic Industrial Segment Revenue & PEG Ratio16:00 – Institutional Inflow Signals17:01 – Outro & Wrap-Up📌 What You’ll Learn in This Video:What is Physical AI? Why real-world robots require immense onboard compute to process physical environments in real time.The Layers of the Physical AI Stack: 🧠 The Brain: Onboard processing, real-time AI comprehension, and world modeling. ⚡ The Nervous System: Sensors, controls, tactile feedback, and motor controls mimicking human touch. 🛡️ Testing & Integrity: AI software model validation, real-world simulation, and battery reliability testing. Featured Stocks:#Nvidia (#NVDA)– The Brain 🧠 How Nvidia’s Jetson Thor chip (powered by Blackwell) and Groot AI model power autonomous vehicles, factory systems, and humanoid robots. Valuation, institutional money flows, and physical AI growth trajectory.#AnalogDevices (#ADI) – The Nervous System ⚡How ADI enables robots to sense pressure, motion, and tactile touch while executing precise movements.Industrial revenue, earnings growth estimates, and institutional money flow signals.#Keysight Technologies (#KEYS) – Testing & Integrity 🛡️ Why hardware and software testing is crucial when errors carry real-world consequences. How Keysight tests AI software models and validates robotic batteries under real-world conditions.🔔Like & Subscribe to Money Flows for weekly institutional market analysis, stock breakdowns, and frontier outlier alerts every Thursday at 9:00 AM ET!*Disclaimer:Content is for educational and informational purposes only and should not be considered personalized financial advice. #PhysicalAI #Robotics #StockMarket #TechStocks #MoneyFlows #AIstocks #LucasDowney #JasonBodner #AIinvesting

2. 

   1 Oct 2026

   Ep. 44 - Best 3 AI Data Center Stocks to Buy Now | Muse Agentic Boom

   🚀 Join Frontiers Lite: Get monthly access to our top 20 ranked outlier stocks. https://www.youtube.com/channel/UC4nueJix0bSLmZyilUuCVrQ/join⚡Best 3 AI Data Center Stocks to Buy Now The AI data center buildout is taking over the market—accounting for nearly 50% of all commercial construction and pulling unprecedented energy draws across the globe. While most investors only focus on front-end AI chatbots, the real opportunity lies in the physical infrastructure powering this revolution.In this video, Luke and Jason break down the entire AI data center ecosystem, share a rare market timing signal from our Big Money Index (BMI), and reveal 3 all-star frontier outlier stocks poised for massive upside.⏱️ TIMESTAMPS00:00 – The Massive AI Data Center Infrastructure Boom01:15 – Energy Grid Demands & The Shift to AI Agents03:24 – Big Money Index (BMI) Signal & Seasonal Bottom Setup04:38 – Introducing Money Flows Frontiers Light06:04 – Western Digital (WDC) – Essential AI Data Storage09:45– Advanced Micro Devices (AMD) – High-Performance Computing & Systems14:28 – Lam Research (LRCX) – Critical Semiconductor Etch & Deposition 📊 STOCKS FEATURED IN THIS VIDEO#WesternDigital (#WDC) Why it matters: Every AI prompt and agent interaction requires massive data storage. Cloud accounts for 90% of WDC’s HDD business, supported by long-term customer agreements through 2031. Key Metrics: Down 40% from highs, offering a forward 2-year P/E of just 10x with EPS projected to reach $45 by FY2029.#AdvancedMicroDevices (#AMD) Why it matters: Provides high-performance CPUs, GPUs, and full rack-scale system architecture required for AI model training and inference. Key Metrics: Reached a $1T valuation with plans to double data center revenue by 2027, maintaining a PEG ratio under 1.0 and appearing 52 times on our Top 20 research list.#LamResearch (#LRCX) Why it matters: Manufactures the highly complex etch and deposition equipment essential for fabricating microscopic 3D structures on advanced silicon wafers. Key Metrics: Currently pulled back 27% from highs with a 2-year forward P/E of 22x; cited as a Top 20 outlier 107 times on our institutional flow research.--- KEY MARKET SIGNALS:#BigMoneyIndex (#BMI): Approaching oversold territory—a rare buying signal historically associated with powerful market rallies.Seasonal Timing: Historical midterm election year data highlights an October market bottom before a strong multi-month recovery.---🔔Like & Subscribe to Money Flows for weekly institutional market analysis, stock breakdowns, and frontier outlier alerts every Thursday at 9:00 AM ET!*Disclaimer:Content is for educational and informational purposes only and should not be considered personalized financial advice. Full disclosures in video.#MoneyFlows #DataCenters #AIstocks #SI #AI #LucasDowney #JasonBodner #Stocks #AIinvesting

3. 

   24 Sept 2026

   Ep. 43 - Best 3 AI Optical Stocks to Buy Now for 2027 | Photonics Light Bottleneck

   🚀 Join Frontiers Lite: Get monthly access to our top 20 ranked outlier stocks. https://www.youtube.com/channel/UC4nueJix0bSLmZyilUuCVrQ/join⚡ Top 3 AI #PhotonicsStocks for 2027 (Beyond Memory & Copper!)If memory was the biggest #AIbottleneck of 2026, optics and photonics are taking center stage as the critical connection infrastructure. As traditional copper connections hit physical limits with heat and resistance, the AI revolution is switching from electrons to photons—moving massive data streams at light speed[.In this video, Luke and Jason break down why major players like #Nvidia and Corning are scaling optical capacity by 10x, and reveal the top 3 photonics frontier stocks positioned to dominate this multi-billion-dollar refresh cycle.📌 Timestamps0:00 – Introduction: The Shift to Photonics & Optical Connections0:45 – Why Photons (Light) Are Replacing Copper (Electrons)4:25 – Corning (GLW) – The Optical Fiber Highway8:30 – Marvell Technology (MRVL) – The Silicon Photonics Brain13:00 – MaxLinear (MXL) – The High-Speed Optical Interface📊 Featured AI Optical Stocks: Corning Inc. (NYSE: GLW) – The Highway: Providing the essential optical fiber tubes and connectivity infrastructure connecting AI GPU clusters.Marvell Technology Inc. (NASDAQ: MRVL) – The Brain: Silicon photonics and DSP technology delivering next-gen 102.4 Terabits per second throughput.MaxLinear Inc. (NASDAQ: MXL) – The Interface: High-speed semiconductor modules conditioning optical signals for 1.6T optical connections.🔔 Subscribe & Join the Frontiers Community:👍 Like & Subscribe for institutional money flow analysis every week! 📅 Tune in every Thursday at 9:00 AM Eastern.📺 Watch Next:Check out our previous episode on AI Memory Stocks: https://youtu.be/nye04xFjnYk ⚠️ Disclaimer:This video is for educational and informational purposes only and does not constitute financial advice. Luke holds a personal position in MXL at the time of recording. Always conduct your own research before investing.#Photonics #AIPhotonics #OpticalStocks #AIInvesting #Corning #GLW #Marvell #MRVL #MaxLinear #MXL #StockMarket #MoneyFlows

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Apple Podcasts (US)

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11 ratings

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