A New Portfolio Add In Our Most Important Episode Of The Year

Even aside from the fact that Eric is announcing a new add to the portfolio, this just might be the most important episode of The AI Investor Podcast this year. With big news coming from huge companies like SpaceX, Nvidia, Google, Amazon, Microsoft and more just this last week, our hosts will make sure you have the information you need to properly construct your portfolio for the future.0:00 Intro3:30 Huge expectations with SpaceX15:25 CoreWeave remains hot16:00 Misconceptions about Microsoft18:05 Updates on Amazon and Google32:31 Bloom Energy is booming39:39 Memory vs. Optics Battle45:45 Nvidia news57:34 Intel1:00:50 Latest on Lumentum1:05:07 More good news for Marvell?1:09:41 Roboticshttps://www.investicon.ie/Promo Code: 247WALLST200If you want to work with us at 24/7 Wall St: [email protected] To follow our portfolio: https://247wallst.com/aiportfolio/To follow Eric on X: https://x.com/bleekertechSubmit your questions: [email protected] on YouTube: https://www.youtube.com/@247wallst.Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors. The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.