The AI Investor Podcast

With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance.  AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow.
See What a Built View Looks Like →

 https://247wallst.com/go/yahoo-alphaspace

This week on The AI Investor Podcast, Eric Bleeker and Austin Smith are taking viewer questions as they pertain to the semiconductor space, ETF recommendations and more. The two will also look at memory and what investors can expect from stocks like Micron and SanDisk in the coming months. Micron recently delivered blowout earnings yet again, but does that mean its time for investors to sell or is the best still to come? Last but not least, Google strikes back with Gemini 4 Argon. Eric and Austin give their early impressions as to whether or not this latest model stacks up against the competition. All that and more!

0:00 Intro

2:50 Micron announces earnings

5:50 The future of memory in AI investing

9:55 Breaking down buybacks

13:20 Relationship between memory and robotics moving forward

16:45 How Google's Gemini 4 Argon stacks up against the competition

24:45 Vicor Corp

29:16 Nebius Group

33:00 ETF recommendations

36:19 ON Semiconductor

39:19 American Semiconductor Corporation disappointing news

Subscribe on YouTube: https://www.youtube.com/@247wallst.

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/bleekertech

Submit your questions: [email protected]

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.

With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance.  AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow.
See What a Built View Looks Like →

 https://247wallst.com/go/yahoo-alphaspace

With several new announcements coming out of Wednesday's Meta Connect keynote given by CEO Mark Zuckerberg, several investors are wondering what stocks might make for solid AI plays in the weeks ahead.

The AI Investor Podcast is here to help! In this episode, co-hosts Eric Bleeker and Austin Smith warn against certain pitfalls many will make following updates on Meta's new personal AI agent, Muse. The two will also share stocks worth exploring, and how this week's developments will impact companies like Intel, Cloudflare and the AI landscape as a whole.

0:00 Intro

1:20 Market updates

2:15 Impact of interest rates on Oracle and others

3:42 Anthropic news

6:04 Meta launches Muse

17:40 Cloudflare not looking to slow down

30:17 How AI revenue will pay for its costs moving forward

34:27 Robotics

43:30 The future of The AI Investor Podcast

Camera focus demo: https://sael.net/plane-of-focus/

Does AI revenue pay for its costs?:
https://www.investmentbrief.ai/p/ai-investment-brief-a-sample

Subscribe on YouTube: https://www.youtube.com/@247wallst.

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/bleekertech

Submit your questions: [email protected]

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.

With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance.  AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow.
See What a Built View Looks Like →

 https://247wallst.com/go/yahoo-alphaspace

Is AI going to go full Skynet? That is the topic that Eric Bleeker and Austin Smith are discussing on this week's episode of The AI Investor Podcast. The duo not only break down the seismic shifts we've seen developing this last week as some sound the alarm on AI, but also explore what all these developments could mean for your portfolio.

Knowing how to navigate the intersection of tech innovation, geopolitical risk, and macroeconomic headwinds can be just as important as knowing which stocks to add to your portfolio, so make sure to give this week's episode a listen.

0:00 Intro

2:29 Tracking our AI Portfolio with AlphaSpace

4:40 Fact vs. Fiction about the AI apocalypse

8:25 Anthropic CEO weighs in

22:33 How AI approaches problems vs. how humans approach problems

24:25 OpenAI report 

36:20 What happens next?

42:02 The impact for investors

50:06 Interest rate battle continues

Subscribe on YouTube: https://www.youtube.com/@247wallst.

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/bleekertech

Submit your questions: [email protected]

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.

Finding the real AI winners in a flooded market can be extremely time consuming and difficult. Fortunately, Eric Bleeker the co-host of The AI Investor Podcast has you covered. During a recent presentation in Dublin, Eric not only decoded the AI boom and what to expect in the coming years, but provided insight on where investors can find some stocks that are set to soar in 2027 and beyond.

Whether you are looking at hardware suppliers, cloud hyperscalers, or the software companies leveraging AI for massive operating leverage, Eric is here to cut through the confusion and help you identify where the smart money is moving. And if he didn't cover a question you're looking to have answered or discuss a stock you want to know more about, be sure to let us know in the comments.

Subscribe on YouTube: https://www.youtube.com/@247wallst.

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/bleekertech

Submit your questions: [email protected]

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.

In the latest episode of The AI Investor Podcast, co-host Eric Bleeker placed several stocks, including Credo, Broadcom and Snowflake under his microscope to examine each a little more closely. He also shared recent news regarding Amazon, discussed what is next for Anthropic, and shared the top three stocks he believes investors would be most satisfied owning for the next ten years. All that as well as a recap of his trip to Dublin for Investicon.

0:00 Intro

3:40 Recent earnings and what they tell us

5:30 Anthropic ready to launch IPO

9:00 Meta with opportunity to change narrative

11:28 Credo, Broadcom and Snowflake earnings

23:20 3 Stocks to hold for next ten years

37:05 Palantir bounces back

40:23 ServiceNow as a software play

Subscribe on YouTube: https://www.youtube.com/@247wallst.

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/bleekertech

Submit your questions: [email protected]

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.

Marvell has been in the news lately thanks to its recent partnership with Alphabet, but as Eric Bleeker notes in this episode of The AI Investor Podcast, there's an older deal that was reached by the semiconductor company that should be just as newsworthy. Nvidia recently announced earnings as did Semtech. Eric will break down those announcements, discuss his position on Nokia and speak with 24/7 Wall St. contributor Jorge Aragon about his recommendations.

0:00 Intro
1:50 Nvidia announces earnings
4:42 A new chip from OpenAI 
9:20 Semtech breaking records
14:23 Interview with Jorge Aragon
17:50 Breaking down the memory bottleneck 
19:34 Nvidia price hikes and CXL
25:16 Stocks that could benefit from CXL
32:00 Nokia making a comeback?
38:42 Cisco
41:00 Three recommendation

Subscribe on YouTube: https://www.youtube.com/@247wallst.

Read more from Jorge: https://247wallst.com/author/jorge-aravill/

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/bleekertech

Submit your questions: [email protected]

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.

AI volatility is back, but underneath the market noise, a massive new growth cycle is emerging thanks to major AI developments in healthcare. We'll be breaking that down in this episode of The AI Investor Podcast along with topics such as Marvell’s landmark Google contract, why token consumption is accelerating faster than expected and what that means for Nvidia, as well as specific supply chain stocks flashing major signals right now. We'll also be diving into our mailbox to answer some of the questions you have been asking.

0:00 Intro
2:54 Latest from Nvidia
9:20 Impact of rising interest rates
14:50 AI developments in healthcare
24:56 Marvell and Google news
37:03 Memory rebounds for investors
40:45 Mailbag

Subscribe on YouTube: https://www.youtube.com/@247wallst.

https://www.investicon.ie/

Promo Code: 247WALLST200

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/bleekertech

Submit your questions: [email protected]

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.

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 Intro

3:30 Huge expectations with SpaceX

15:25 CoreWeave remains hot

16:00 Misconceptions about Microsoft

18:05 Updates on Amazon and Google

32:31 Bloom Energy is booming

39:39 Memory vs. Optics Battle

45:45 Nvidia news

57:34 Intel

1:00:50 Latest on Lumentum

1:05:07 More good news for Marvell?

1:09:41 Robotics

https://www.investicon.ie/

Promo Code: 247WALLST200

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/bleekertech

Submit your questions: [email protected]

Subscribe 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 Intro

2:08 Market recap

4:35 Narratives surrounding hyperscalers changing this month

8:57 Trump admin reportedly banning China datacenter components

17:37 Leopold Aschenbrenner

20:37 Palantir, AMD and SpaceX

32:48 What we can learn from Marvell

38:24 SpaceX helping Nvidia trend in right direction

43:09 Shopify earnings

46:55 Ultra Clean Holdings Inc. a stock to watch

https://www.investicon.ie/

Promo Code: 247WALLST200

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/bleekertech

Submit your questions: [email protected]

Subscribe 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 Intro

1:45 Market update

5:43 Latest with Leopold Aschenbrenner

7:20 Finding opportunities

10:00 Alphabet Captures 2026 AI Capex Alpha

10:40 OpenAI user numbers continue to increase

13:10 Nvidia struggles

19:00 Data center spending

22:46 Microsoft and Meta

32:47 Portfolio earnings (Lam Research, Intel and more)

40:30 Corning and Bloom Energy

55:15 Portfolio adds

1:01:10 Celestica news

https://www.investicon.ie/

Promo Code: 247WALLST200

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/bleekertech

Submit your questions: [email protected]

Subscribe 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.