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.

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 Intro

1:59 The good, the bad and the ugly of selloffs

4:16 Alphabet earnings

5:03 Kimi K3 arrives

12:30 Concerns for Nvidia?

15:18 Recognizing the next AI bottleneck

21:10 AMD and Anthropic teamup

24:45 STMicroelectronics

25:55 FTAI Aviation

28:00 ServiceNow earnings

Natural Gas Memo: https://colossus.com/wp-content/uploads/2026/07/letter-III-got-gas.pdf

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.

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 Intro

4:27 Recent AI winners now struggling

8:30 Growth of agentic AI

11:30 Latest with hyperscalers

15:50 Buy low options

22:00 Interest rate concerns

23:30 Warren Buffet comments

27:20 Concerns with optics

29:22 Delays with Nvidia

34:56 Meta

40:37 Software play

42:30 Aehr Test Systems

47:00 IBM hit hard

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.

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 Intro

2:44 Memory

10:15 Return of CPUs

13:33 Off-grid energy

17:48 Optics explosion

27:00 Marvell among biggest winners

33:31 Robotics

40:00 Portfolio add

53:30 Stocks to watch moving forward

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.

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 Intro

1:22 Market Watch

2:42 Portfolio recap

5:14 Optical stocks struggling

6:25 All in on Onto Innovation Inc

19:25 Impact of interest rates

21:20 Meta news

29:10 Apple's memory pinch

35:35 Robotics plays

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 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 boom

4:44 The semiconductor space

6:21 More on Micron's earnings

10:16 Micron vs. Nvidia

16:54 Hyperscalers are down

20:05 Performances of recent recommendations

22:25 The latest with Alphabet

25:55 Struggling stocks

29:17 Q &. A

Eric's ETF Tiers: https://www.youtube.com/watch?v=r43CbeJ43P4

Noam Brown: https://x.com/polynoamial/status/2064210146558136827

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.

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 Intro

1:45 Eric's history with Elon Musk and Tesla

4:20 SpaceX IPO launch official

5:07 What is SpaceX

9:20 SpaceX merger with xAI

17:02 Role of chips and data centers

20:19 Space-based data centers

27:12 Impact on companies in AI portfolio

30:50 Acquisition of Cursor

33:25 Hurdle of memory pricing

36:55 Starlink

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.

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 Intro

1:50 Market Volatility

15:01 Claude releases Mythos AKA Fable

16:46 13 Stocks Eric Bought With Markets Plummeting

20:24 Broadcom

34:31 Anthropic continues to win

40:13 Data center drama unfolding

45:45 800V market plummets

57:30 Q &. A

Eric's ETF Tiers: https://www.youtube.com/watch?v=r43CbeJ43P4

Noam Brown: https://x.com/polynoamial/status/2064210146558136827

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.