The AI Investor Podcast

AI Stocks just saw their worst sell-off of the year on Friday, October 30th. At one point, the SOXX semiconductor index was off 10%. A broad basket of AI stocks is now below its late July lows as investors flee stocks in the AI trade. 

In the first of a two-part episode, Eric Bleeker and Austin Smith dive into whether or not it's time to panic, or the market is overreacting to recent events in the AI space. 

The episode begins with a review of recent earnings, including Intel ($INTC), Alphabet ($GOOG), and Amazon ($AMZN), and then transitions to a broader look at recent events that have led to the sell-off in AI stocks. 

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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.

Helping investors make the best decisions, particularly in the space of artificial intelligence, we follow trends in artificial intelligence and discuss how those trends might impact specific stocks and the market as a whole.

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

Welcome back to The AI Investor Podcast! In this episode, Austin Smith sits down with Stuart Landesberg, founder and CEO of Seneca, to explore how artificial intelligence and advanced robotics are converging to solve critical real-world challenges. 

Stuart shares his unique entrepreneurial journey, the hurdles of building complex hardware-software supply chains in the U.S., and why wildfire prevention is the ultimate proving ground for autonomous multi-mission firefighting aircraft. Discover where the biggest bottlenecks and investment opportunities lie as robotics scale to meet future demands. 

0:00 Why Robotics is the Next Big AI Investment Frontier 

2:15 From Grove Collaborative to Firefighting: Stuart Landesberg’s Entrepreneurial Leap 

7:45 Building Multi-Mission Firefighting Aircraft & Modernizing Public Safety 

14:30 Team Building & Finding Cross-Disciplinary Talent in Hard Tech 

22:10 The Power of Rapid Iteration: Lessons from Aspen Fire and Cal Fire Partnerships 

31:40 The Hardware Stack: Why Advanced LIDAR and Sensors Change Everything 

40:15 Public Markets & Avoiding the Trap of Over-Building in Robotics 

48:00 Onshoring, Domestic Manufacturing, and Competing with China 

55:30 How AI Drives Development and Deployment at Seneca

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.

Special Discount For Our Listeners:
If you enjoy this episode with Doomberg, we recommend becoming a member. The team at Doomberg has set aside a discounted rate exclusively for 24/7 Wall St. readers — it isn't available on their main page. You can access the special promo here:
https://247wallst.com/go/doomberg

Natural gas at the Waha hub in West Texas has traded below zero this year, and Doomberg says gas that cheap is what the AI buildout will run on.

Austin Smith of 24/7 Wall St's AI Investor Podcast sits down with the anonymous energy writers behind Doomberg to ask where an investor gets paid: turbines, nuclear, power developers or pipelines.

In Doomberg's view the GE Vernova trade is done, nuclear is held back by politics, and the steady money sits in the pipelines that move the gas.

0:00 Doomberg on AI, gas and nuclear
2:56 War, $100 Oil and Cheap U.S. Gas
11:01 Data Centers Move Onto the Gas Fields
20:27 Nuclear Works. Politics Blocks It
25:07 Is the GE Vernova Trade Done?
32:31 Why AI Is Going Off the Grid
36:19 Pipelines: Where Doomberg Would Invest

Doomberg's newsletter, with the discounted rate for AI Investor Podcast listeners that Austin mentions: https://247wallst.com/go/doomberg

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.

Helping investors make the best decisions, particularly in the space of artificial intelligence, we follow trends in artificial intelligence and discuss how those trends might impact specific stocks and the market as a whole.

Is robotics and automation the next massive trillion-dollar AI investment boom? In this episode of The AI Investor Podcast, Eric Bleeker breaks down why physical AI and advanced robotics have taken longer to commercialize than many early predictors expected, but why the sector is one rich with investment opportunities now more than ever.

Eric provides a potential game plan to ensure you don't miss out on this investment opportunity, and includes several stocks he believes are worth adding to your portfolio such as Regal Rexnord (RRX) and STMicroelectronics (STM). The AI Investor Podcast co-host also reveals a high-potential 10x moonshot opportunity that could deliver massive asymmetric returns for forward-thinking investors. 

Whether you are building a growth portfolio or looking for long-term thematic exposure, navigating this emerging sector requires a clear-eyed strategy. Watch until the end for our complete, actionable investment game plan to capitalize on the robotics revolution before the broader market catches on! Like, subscribe, and share your thoughts on robotics investing in the comments below!

0:00 Intro
6:24 Promised in 2017
18;01 Robotics in 2026
31:24 Bull case
40:56 Building a game plan
50:38 Stocks I own and recommend

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.

Helping investors make the best decisions, particularly in the space of artificial intelligence, we follow trends in artificial intelligence and discuss how those trends might impact specific stocks and the market as a whole.

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.