The AI Investor Podcast

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.

August is off to a great start for those who have been following our AI Investor Podcast. Several of our stocks enjoyed great weeks, and our AI Investor Podcast co-hosts believe we are just getting warmed up as the summer continues. This week, Eric Bleeker and Austin Smith are looking at several stocks, including Amazon, AMD, and Palantir, while exploring a potential buy in Ultra Clean Holdings Inc. Eric will also share four stocks that could benefit should Donald Trump's ban on China datacenter components be passed.0:00 Intro2:08 Market recap4:35 Narratives surrounding hyperscalers changing this month8:57 Trump admin reportedly banning China datacenter components17:37 Leopold Aschenbrenner20:37 Palantir, AMD and SpaceX32:48 What we can learn from Marvell38:24 SpaceX helping Nvidia trend in right direction43:09 Shopify earnings46:55 Ultra Clean Holdings Inc. a stock to watchhttps://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.

It's been a huge week in AI investing news, but our AI Investor Podcast co-hosts have put as much of the craziness as possible into just one episode for you. Microsoft and Meta made headlines for difference reasons, Intel had a week of wild turns, and Nvidia continued to struggle. All of that as well as THREE new adds to Eric's AI portfolio!0:00 Intro1:45 Market update5:43 Latest with Leopold Aschenbrenner7:20 Finding opportunities10:00 Alphabet Captures 2026 AI Capex Alpha10:40 OpenAI user numbers continue to increase13:10 Nvidia struggles19:00 Data center spending22:46 Microsoft and Meta32:47 Portfolio earnings (Lam Research, Intel and more)40:30 Corning and Bloom Energy55:15 Portfolio adds1:01:10 Celestica newshttps://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.

As market volatility continues to create concerns for investors, the hosts of The AI Investor Podcast is here to navigate you through rocky waters just like Odysseus himself. In this week's episode, Eric Bleeker and Austin Smith are investigating what could be the next big AI bottleneck, discussing the latest with Alphabet and sharing a software stock that could be ready to surge.0:00 Intro1:59 The good, the bad and the ugly of selloffs4:16 Alphabet earnings5:03 Kimi K3 arrives12:30 Concerns for Nvidia?15:18 Recognizing the next AI bottleneck21:10 AMD and Anthropic teamup24:45 STMicroelectronics25:55 FTAI Aviation28:00 ServiceNow earningsNatural Gas Memo: https://colossus.com/wp-content/uploads/2026/07/letter-III-got-gas.pdfhttps://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.

Market volatility is leading to investing concerns among some, but The AI Investor Podcast is encouraging its viewers to embrace the chaos. Now could be the time to invest in companies that previously appeared to be out of reach. But at the same time, be sure to not let what could be a diamond in the rough pass you by. Eric Bleeker and Austin Smith are back this week to make recommendations in both regards, as well as share updates on Aehr Test Systems, IBM, Meta and more.0:00 Intro4:27 Recent AI winners now struggling8:30 Growth of agentic AI11:30 Latest with hyperscalers15:50 Buy low options22:00 Interest rate concerns23:30 Warren Buffet comments27:20 Concerns with optics29:22 Delays with Nvidia34:56 Meta40:37 Software play42:30 Aehr Test Systems47:00 IBM hit hardhttps://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.

At the beginning of the year, Eric Bleeker provided 12 trends in AI that investors would want to keep an eye on in 2026. Halfway through the year, Eric is discussing how many of his predictions have panned out, and naming a few new stocks you will want to watch closely. All that and a new add to the portfolio in a jam-packed episode you don't want to miss out on!0:00 Intro2:44 Memory10:15 Return of CPUs13:33 Off-grid energy17:48 Optics explosion27:00 Marvell among biggest winners33:31 Robotics40:00 Portfolio add53:30 Stocks to watch moving forwardhttps://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.

Meta stocks jumped 10% this week following its latest announcement; an announcement that Eric predicted could come on the previous episode. So what does Eric's crystal ball tell him will come next? On this week's episode of The AI Investor Podcast, co-hosts Eric Bleeker and Austin Smith are not only discussing the latest news to come out of Meta, but chat about Onto Innovation, how memory is impacting Apple's upcoming iPhone release and why robotics is on a roll.0:00 Intro1:22 Market Watch2:42 Portfolio recap5:14 Optical stocks struggling6:25 All in on Onto Innovation Inc19:25 Impact of interest rates21:20 Meta news29:10 Apple's memory pinch35:35 Robotics playshttps://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.

It looks as if it's Micron's world now and the rest of us are just paying rent. But how long can it's hot streak continue? In this episode of The AI Investor Podcast, Eric Bleeker and Austin Smith are looking at Micron's continued success, as well as the struggles of stocks like Alphabet and Meta. The two will also be diving into the mailbag to answer your questions about the AI marketplace and what investors can expect from artificial intelligence in the coming weeks.0:00 Intro:50 Micron and memory continues to boom4:44 The semiconductor space6:21 More on Micron's earnings10:16 Micron vs. Nvidia16:54 Hyperscalers are down20:05 Performances of recent recommendations22:25 The latest with Alphabet25:55 Struggling stocks29:17 Q &. AEric's ETF Tiers: https://www.youtube.com/watch?v=r43CbeJ43P4Noam Brown: https://x.com/polynoamial/status/2064210146558136827If 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.

SpaceX may conjure up thoughts of rockets getting launched up towards the stars, but as Eric Bleeker explains in this episode of The AI Investor Podcast, the impact its recent IPO launch could have on AI investors is just as infinite as space itself.Eric investigates the bull vs. bear case for whether or not he's a believer in acquiring shares of SpaceX, and discusses stocks that could either benefit or be harmed by Elon Musk's latest business move.0:00 Intro1:45 Eric's history with Elon Musk and Tesla4:20 SpaceX IPO launch official5:07 What is SpaceX9:20 SpaceX merger with xAI17:02 Role of chips and data centers20:19 Space-based data centers27:12 Impact on companies in AI portfolio30:50 Acquisition of Cursor33:25 Hurdle of memory pricing36:55 StarlinkIf 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.

This episode of The AI Investor Podcast has a little bit of everything from the latest news coming out of Anthropic to some additional spending in the portfolio. Eric will also share whether he is feeling bullish or bearing on Broadcom following a tough week as well as share 13 stocks he is keeping his eye on. All that and even a little Q & A in this jam packed episode you don't want to miss.0:00 Intro1:50 Market Volatility15:01 Claude releases Mythos AKA Fable16:46 13 Stocks Eric Bought With Markets Plummeting20:24 Broadcom34:31 Anthropic continues to win40:13 Data center drama unfolding45:45 800V market plummets57:30 Q &. AEric's ETF Tiers: https://www.youtube.com/watch?v=r43CbeJ43P4Noam Brown: https://x.com/polynoamial/status/2064210146558136827If 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.

The dynamic duo of Austin and Eric are back for another episode of The AI Investor Podcast. In this week's episode, the hosts are discussing recent news from Alphabet and Marvell. They will also explore "The Parabolic 7" and why it may be in need of a name change.0:00 Intro3:26 Latest with Marvell, Micron6:27 The Parabolic 7 Is Here9:05 The soaring semiconductor industry13:38 More with Marvell20:02 Portfolio updates22:57 Alphabet news30:35 What's next for Broadcom?36:17 Credo news38:38 Q &. A46:21 Eric is heading to DublinEric's ETF Tiers: https://www.youtube.com/watch?v=r43CbeJ43P4If 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/bleekertechMore on Eric's Dublin appearance: investicon.ieSubmit 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.

Austin and Eric are together again for another episode of The AI Investor Podcast. The duo tackle a number of topics surrounding memory this week, including whether or not it's too late to invest in memory, an update on Nvidia, the growth of Micron and what a historic eight-week run might mean for the rest of 2026 and beyond.1:00 - Market remains hot12:30 - Memory margins14:00 Micron growth22:20 - ACN Research24:40 - ONTO26:30 - Globalfoundries51:00 - Earnings44:30 - Parker-Hannifin CorporationIf 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.

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.

IPO mania has begun with Cerebras and the market is about to undergo some big changes. This episode of The AI Investor Podcast will give you some of the knowledge and tools you need to go to get ahead. Eric Bleeker and Austin Smith will also provide analysis on a red-hot market and stocks including Intel, Micron and Taiwan Semiconductor.As if all of that wasn't enough, Eric is also announcing some new recommendations and providing some advice on what investors should be keeping an eye on in the months ahead as far as robotic plays are concerned.4:22 - Today's anti-technology AI coverage10:24 - Market updates23:43 - Ways to win in the stock market26:36 - Cerebras IPO news35:30 - Areas and stocks to watch37:59 - Micron, Intel and memory40:10 - Robotics44:25 - Earnings46:50 - Concerned about Cloudflare?50:07 - Power management plays to watch54:59 - New recommendationsIf 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.March 13th episode: https://www.youtube.com/watch?v=CogdOXQg5SU&list=PLyFQMJU2WBi-8mTWwu7FWxqzfjudetV6J&index=8Figure AI Robotics Video: https://www.youtube.com/watch?v=luU57hMhkakJoin 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.

You had questions and both Eric Bleeker and Austin Smith were ready to provide answers on this special bonus episode of The AI Investor Podcast. Among the questions tackled are Eric's process for investing as well as his thoughts on stocks like Palantir (PLTR), Axon Enterprise (AXON) and American Superconductor (AMSC).5:10 - The timing of entry points8:52 - American Superconductor Corp12:30 - Axon Enterprise13:55 - Toast16:16 Palantir20:35 - Ichor Holdings24:00 - Lam Research32:39 - WolfspeedIf 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.

Eric Bleeker and Austin Smith are back for another episode of The AI Investor Podcast, and being reunited has never felt so good. The AI market continues to trend in the right direction, and the two are ready to breakdown the latest news with stocks including Meta and Alphabet. As if that wasn't enough, Eric also makes two new adds to the portfolio.4:03 Earnings updates10:21 Google surging12:45 Microsoft news18:05 Latest from Lumentum21:44 Micron24:00 Sterling Infrastructure Inc.27:01 Portfolio addsIf 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] 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.

The market is red hot right now, and Eric Bleeker is ready to explain why as well as what comes next. In this episode of The AI Investor Podcast, Eric is doing some buying and selling, but also breaking down stocks like Intel and whether or not they can continue to enjoy the type of success they've seen of late. Here are some key topics on today's episode:1:20 Historic run on Wall Street3:45 Power management chips12:06 Why semiconductor companies in a great position14:00 Intel17:08 Anthropic20:35 Portfolio updates36:56 Buy and sell recommendations44:00 What the supply chain reveals about what's nextIf 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] 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.

In this episode, Eric Bleeker speaks with Aaron Bush, the co-founder of Naavik. Naavik was founded in 2019, and helps companies across the games industry achieve success through avenues including game design, market research and AI strategy. Aaron shares how the video game industry is impacting entertainment as well as the stock market, and shares a potential buy option for investors. In 2025, the global gaming market was valued as high as $332 billion, with gamers often spending more time on various platforms than some people spend watching Netflix.Here are some key topics on today's episode::45 The market strikes back3:30 Conflict in Iran continues to impact stocks3:50 Anthropic's Mythos continues to get hype11:28 Interview with Aaron Bush12:39 Origins of Naavik16:10 State of the video game industry20:09 Investing opportunities24:30 Impact of Genie 3 on industry33:50 Grand Theft Auto 636:15 Crimson Desert controversy37:10 Video game companies embracing AI38:42 Unity Technologies as a stock play47:55 Last two stocks purchased53:02 RecommendationNaavik website: https://naavik.co/If 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] 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.

In this episode, Eric and Austin take an in-depth look at the portfolio and where they stand on several stocks and allocations. Eric even makes a new add. Here are some key topics on today's episode:4:15 - Magnificent Seven stocks are struggling 7:51 - The latest with Anthropic and Mythos9:40 OpenAI shuts down Sora20:42 - Processor and semiconductor stocks29:40 Optics stocks34:20 Memory stocks36:43 Favorite software play43:41 Wins in data centers and power including Vertiv49:35 Ouster continues to shine in portfolio 50:52 Eric unveils new portfolio add in Semtech Corp.If 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] 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.

In this episode, Eric and Austin dive into why Oracle walking away from a massive project in Abilene, Texas, could lead investors to one of the biggest AI trends of 2027 and beyond. Here are some key topics on today's episode:6:30 - Recent earnings. Why NVIDIA (NVDA), Broadcom (AVG), and Marvell (MRVL) all delivered this earnings season 13:50 - NVIDIA invests in Lumentum (LITE) and Coherent (COHR) and Applied Optoelectronics (AAOI) surges after earnings 26:50 - Why Oracle (ORCL) walking away from Stargate Abilene shows power management chips could be AI's next big trend34:30 - Previewing stocks that could benefit from NVIDIA's shift to 800V with Rubin: Navitas (NVTS), On Semiconductor (ON), WolfSpeed (WOLF), Aher Test Systems (AEHR), and STMicroelectronics (STM)Eric unveils three new portfolio buys that include:ACM Research (ACMR) Aehr Test Systems (AEHR) On Semiconductor (ON) If 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] 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.

24/7 Wall St. Analyst and AI Investor Podcast co-host Eric Bleeker is sharing huge news in this week's episode. Not only is he announcing five recommendations for investors in 2026, but is doubling his investment into his AI portfolio. It's time for Eric to share which stocks he is anticipating to be big benefactors from the 12 trends he's been sharing in previous episodes, and while some will be companies you've heard of, there may be a couple of surprises too.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: [email protected] 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.

Our AI Investor Podcast hosts are listing off their final four trends for AI investors to watch in 2026. Among the topics discussed are what can be expected from major players like Nvidia, as well as under-the-radar stocks in spaces like optics that could be positioned for a huge jump. Eric also breaks down the battle between OpenAI and Google, and what the media gets wrong when discussing them.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: [email protected] 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.

In their latest episode of The AI Investor Podcast, 24/7 Wall St. Analysts Eric Bleeker and Austin Smith break down the huge merger news involving SpaceX and xAI, which is known for its Grok chatbot. The two will also discuss the latest on stocks including Apple, Intel and SanDisk, all of which are making tremendous strides in the world of artificial intelligence.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: [email protected] 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.

Our AI Investor Podcast hosts are continuing to count down 12 trends investors will want to keep their eyes on in 2026. Among the topics being discussed in this episode are the growing concerns in the software space, the impact Taiwan Semiconductor has on the landscape of artificial intelligence and what we can expect as far as developments in areas like robotics and drones.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: [email protected] 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.

In the newest episode of The AI Investor Podcast, our 24/7 Wall St. Analysts begin to share their 12 trends in the world of artificial intelligence that investors should be aware of in 2026. These include the memory explosion that is already underway, as well as developments taking place that could help make a stock like Intel a big winner in the year ahead.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: [email protected] 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.

In the latest episode of The AI Investor Podcast, our 24/7 Wall St. Analysts explore buckets in the AI market that investors often overlook. Eric also shares his experience getting an up close and personal look at OpenAI's $500 billion Stargate project, and what the rise of data centers across the country indicates about the direction of AI and where investors could see the largest earnings.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: [email protected] 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.

Austin and Eric are back for another episode of The AI Investor Podcast! This time, the two are discussing some recent developments in the AI space that investors should keep in mind during the months ahead, as well as a recent Sam Altman interview which many are saying was not a great look for the OpenAI CEO. All that and another $10,000 purchase in the portfolio!View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: [email protected] 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.

In the latest episode of The AI Investor Podcast, Austin and Eric discuss a pair of massive deals signed by OpenAI and announce some new additions to the portfolio. The two also look back on a bold call made by Eric about Nvidia during one of the show's first ever episodes.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: [email protected] 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.

In this week's episode of The AI Investor Podcast, Austin and Eric take a venture into Neoclouds. The two share their thoughts on the AI chip wars, the latest developments with Oracle and how updates from OpenAI are impacting usage.  View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: [email protected] 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.

Eric Bleeker recently had the opportunity to speak with tech-stock investor Eric Jhonsa on a variety of topics including his position on stocks such as Tecogen, Monday.com and Gitlab.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: [email protected] 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.

Austin and Eric are celebrating the show's one-year anniversary in this episode of The AI Investor Podcast. The duo not only takes a look back at the past year in artificial intelligence, but look ahead to a new stock option that has earned a spot in the portfolio.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: [email protected]

This week, Eric Bleeker of The AI Investor Podcast caught up with 7investing CEO Simon Erickson to discuss a variety of topics including space investment opportunities, a technology that could give ASML Holding an advantage over the competition, and a stock option that has yet to be mentioned on the show in the past.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: [email protected]

In the latest episode of The AI Investor Podcast, Austin and Eric cover a wide range of subjects including the latest updates for GPT-5, new stocks that could be worth a portfolio add, and how the world of artificial intelligence could contribute to changes in the world of video games.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: [email protected]

In this special bonus episode of The AI Investor Podcast, Austin and Eric are answering viewer questions and share their personal introductions to the stock market.

In today's episode Eric and Austin discuss the phenomenal quarter from Meta and Microsoft, Amazon's disappointing numbers, earnings from Vertiv, ServiceNow, and Cloudflare. Eric issues the first ever sell in the AI Investor Portfolio, freeing up $50,000 of cash for the next great opportunity. The team discusses three promising areas to deploy that capital including Neoclouds, The Power Bottleneck, and Robotics. Follow the portfolio, including all current positions at: 247wallst.com/aiportfolio

In this episode of The AI Investor Podcast, Eric and Austin discuss a successful week in stocks, provide insight on when to avoid investments as it pertains to artificial intelligence and break down just how big Mark Zuckerberg is going with his new data centers.

In today's episode, Eric and Austin discuss the intense rebound in the S&P 500 and The AI Portfolio, as well as Mark Zuckerberg's big ticket shopping spree, soaring compute and revenue run rates, how AI may impact healthcare, and the two biggest opportunities Nvidia CEO Jensen Huang sees today. 

In today's episode, Eric and Austin discuss Waymo, what earnings reveal about an expected AI slowdown, Meta's nine-figure bets on talent, and deploy the remaining funds in the $500,000 portfolio with a surprise investment. 

In this episode of The AI Investor Podcast, Eric and Austin discuss the AI race entering The Cold War era, Nvidia's earnings, Saudi Arabia's mega investments, AI powered robotics, and more. 

In this episode, David Hanson and Eric Bleeker discuss earnings and guidance from some of the market's most important AI players, including Meta, Microsoft, Amazon, and more.

In this episode, David Hanson and Eric Bleeker walk through the potential impact of a trade war or a recession on companies operating at the center of the AI revolution. Eric also shares the names of the companies to which he has continued to add money as shares sink lower.

In this episode, David Hanson and Eric Bleeker discuss the biggest AI headlines grabbing their attention this week.Additionally, Eric interviews Austin Bohlig from Industrial Tech Stock Analyst on the big opportunity in front of optical stocks right now.Click here to subscribe to Austin's Substack!To see full coverage of the AI Portfolio, click here!

In this episode, David Hanson and Eric Bleeker take stock of every company inside the AI portfolio and weigh in on the recession fears that have taken over the market.Additionally, Eric dives into earnings from 3 critical companies in the portfolio and explains what their results mean for the futureTo see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

In this episode, David Hanson and Eric Bleeker dive into the recent volatility hitting many AI-focused companies. Despite the rising sense of fear and uncertainty, Eric unloads his rant on why the market is missing the bigger (and longer-term) story unfolding before us.Additionally, Eric weighs on which companies in the $500,000 AI Portfolio offer the best risk-reward ratio today.To see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

Join David Hanson and Eric Bleeker as they discuss Europe's $100-Billion jump in AI and earnings from several of the companies Eric has backed in his $500,000 AI portfolio. Additionally, Eric shares the details behind an exciting new company he's buying in the portfolio -- a $11 billion market cap company that he calls the "best pure-play investment into the growth of coding assistant and the AI revolution in software development."

Eric Bleeker and David Hanson dissect the recent market-moving news coming out of China and the company DeepSeek and the potential impact on the AI landscape. Eric dispels some of the false narratives being circulated in the media and shares how the recent breakthroughs are changing the way he invests in the space.  More specifically, Eric shares five trades he's making to his $500,000 AI portfolio to better position himself for future changes.

David Hanson and Eric Bleeker break down the buzz around “Stargate” and its massive $500 billion (or is it $10 billion?) investment headlines — figuring out what’s real and what might be just PR spin. They also dig into SK Hynix’s earnings (including why a 20x profit jump actually sent the stock down) and consider how the AI explosion could impact memory demand through 2025. Finally, the two explore OpenAI’s newly unveiled “Operator” tool, how it stacks up against Anthropic’s agent release, and why it’s got everyone talking about the future of autonomous AI. 

In this episode, David Hanson and Eric Bleeker look at this week’s wildest and most exciting headlines and break down earnings from Taiwan Semiconductor. Next, Eric gives a deep dive into a fast-growing market segment that is expected to balloon 26x in the years ahead and his top 3 ways to play it.To see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

In this episode, David Hanson and Eric Bleeker dive in and do a full review of all 15 stocks currently held in the $500,000 AI Portfolio that Eric is managing in full view of listeners. Eric breaks down the major trends he's aiming to capitalize on within the portfolio.Additionally, Eric shares 3 more high-risk, high-reward AI stocks that could double in the year ahead if a few positive catalysts occur.To see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

In the first episode of the new year, Eric Bleeker and David Hanson discuss OpenAI's latest breakthrough and AI stocks' hot start to 2025. They also touch on NVIDIA's sharp rebound and the company's still-enviable position in the market.Lastly, Eric shares the latest trade he's making in his $500,000 AI Portfolio.