Nvidia, SpaceX and a Bold Prediction on Trane Technologies

IPO mania continues this week with SpaceX. In addition to the latest news on Elon Musk's big move, this week's episode of The AI Investor Podcast also includes an up-to-date report on Nvidia and an interview with portfolio manager John Rotoni.John discusses his process of selecting stocks, chats about a bold prediction made by Trane Technologies and shares why he is so excited about what might be next for SpaceX.2:03 - SpaceX IPO update3:56 - Latest on interest rates6:50 13F filings explored26:36 - Cerebras IPO news8:51 Big news from Nvidia13:07 Interview with John Rotoni15:02 The biggest questions being asked right now18:15 Companies ahead of the curve on data centers34:21 Areas to explore investing in39:40 Race for AI dominance between US and China47:50 Companies ready to surge55:48 Quanta Services Inc1:03:01 Potential concernsIf 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/bleekertechTo follow John on X: https://x.com/JRogrowSubmit 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.