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.

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 Intro

3:26 Latest with Marvell, Micron

6:27 The Parabolic 7 Is Here

9:05 The soaring semiconductor industry

13:38 More with Marvell

20:02 Portfolio updates

22:57 Alphabet news

30:35 What's next for Broadcom?

36:17 Credo news

38:38 Q &. A

46:21 Eric is heading to Dublin

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

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

More on Eric's Dublin appearance: investicon.ie

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.

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 hot

12:30 - Memory margins

14:00 Micron growth

22:20 - ACN Research

24:40 - ONTO

26:30 - Globalfoundries

51:00 - Earnings

44:30 - Parker-Hannifin Corporation

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.

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 update

3:56 - Latest on interest rates

6:50 13F filings explored

26:36 - Cerebras IPO news

8:51 Big news from Nvidia

13:07 Interview with John Rotoni

15:02 The biggest questions being asked right now

18:15 Companies ahead of the curve on data centers

34:21 Areas to explore investing in

39:40 Race for AI dominance between US and China

47:50 Companies ready to surge

55:48 Quanta Services Inc

1:03:01 Potential concerns

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

To follow John on X: https://x.com/JRogrow

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.

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 coverage

10:24 - Market updates

23:43 - Ways to win in the stock market

26:36 - Cerebras IPO news

35:30 - Areas and stocks to watch

37:59 - Micron, Intel and memory

40:10 - Robotics

44:25 - Earnings

46:50 - Concerned about Cloudflare?

50:07 - Power management plays to watch

54:59 - New recommendations

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.

March 13th episode: https://www.youtube.com/watch?v=CogdOXQg5SU&list=PLyFQMJU2WBi-8mTWwu7FWxqzfjudetV6J&index=8

Figure AI Robotics Video: https://www.youtube.com/watch?v=luU57hMhkak

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.

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 points

8:52 - American Superconductor Corp

12:30 - Axon Enterprise

13:55 - Toast

16:16 Palantir

20:35 - Ichor Holdings

24:00 - Lam Research

32:39 - Wolfspeed

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.