In this episode of Investing Unscripted, Jason and Jeff revive a fan-favorite format: letting AI randomly select stocks from their personal portfolios for a rapid-fire review. For each chosen stock, the hosts must explain what the company does, build the best "bear case" against it, and declare whether they would buy it at today's prices. Jeff tackles the tech heavyweights, defending Nvidia against the threat of purpose-built AI chips, exploring how "vibe coding" could eat away at Shopify's margins, and evaluating CrowdStrike's post-outage reality. Meanwhile, Jason embraces his love for "boring" businesses, breaking down the massive cash flows of pipeline operator Enterprise Products Partners, the underwriting discipline of internet-bank Axos Financial, and the cost-of-capital risks for Clearway Energy.

03:13 Spotify Ratings Challenge

04:24 Pick 1 CrowdStrike Bear Case

08:00 Quantum and AI Disruption Talk

14:21 Pick 2 Enterprise Products Explained

20:13 Would You Buy It Valuation Talk

25:09 Pick 3 Nvidia Bear Case Setup

27:47 Nvidia Valuation Debate

30:41 Nvidia Bear Case Shifts

34:40 Axos Financial Overview

36:19 Axos Bank Risks

40:48 Shopify Bear Thesis

43:01 Shopify Platform Risks

51:33 Clearway Energy Yieldco

Companies mentioned: AX, CRWD, CWEN, EPD, NVDA, SHOP

Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

*****************************************

Join our Patreon
Subscribe to our portfolio on Savvy Trader

Learn more about your ad choices. Visit megaphone.fm/adchoices