The AI Investor Podcast

Епизоди

• Memory Mania: Nvidia News And Mighty Micron Soars As Company Tops $1 Trillion in Market Cap 28.05.2026 49мин

  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-Han...
• Nvidia, SpaceX and a Bold Prediction on Trane Technologies 21.05.2026 1ч 15мин

  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 explo...
• The Way Artificial Intelligence Will Help You Win in the Stock Market 14.05.2026 1ч

  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 ...
• AI Investor Podcast Q & A Bonus Episode - May 2026 08.05.2026 40мин

  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...
• Micron Mania, Invincible Intel, And Two New Portfolio Adds In A Red-Hot Sector 06.05.2026 54мин

  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 updates 10:21 Google surging 12:45 Microsoft news 18:05 Latest from Lumentum 21:44 Micron 24:00 Sterling Infrastructure Inc. 27:01 ...
• Breaking Down A Historic Run, A New Portfolio Buy, And A Recent Recommendation Already Up 217% 24.04.2026 48мин

  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 Street 3:45 Power management chips 12:06 Why semiconductor companies in a great position 14:00 Intel 17:08...
• A Stock Play In A $332 Billion Industry We Need To Discuss Investing In 08.04.2026 1ч 3мин

  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...
• Sora Gets Ditched, Portfolio Gets An Overview, And A New Buy Recommendation 31.03.2026 59мин

  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 Mythos 9:40 OpenAI shuts down Sora 20:42 - Processor and semiconductor stocks 29:40 Optics stocks 34:20 Memory stocks 36:43 Favorite software play 43:41 Wins in data centers and power including Vertiv ...
• 3 New Portfolio Buys from AI's Next Megatrend, NVIDIA Reports Earnings, and AAOI Soars 13.03.2026 52мин

  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 (...
• New Portfolio Buys, NVIDIA Updates And A HUGE Announcement 24.02.2026 38мин

  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:/...
• OpenAI vs. Google And What Investors Can Expect From Other Titans In 2026 05.02.2026 23мин

  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: questions@247wall...
• SpaceX Taking Off: Huge Merger To Produce The World's Most Valuable Private Company 04.02.2026 43мин

  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: questions@247wallst.com Join Eric Bleeker and Aus...
• The Progress Of Artificial Intelligence In Robotics And How Our Latest AI Pick Is Already Paying Off Big 21.01.2026 57мин

  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: questions@247wallst.com Join Eric Blee...
• The AI Memory Explosion Is Underway, Intel Is Ready To Skyrocket And 12 Trends Investors Will Want To Know For 2026 08.01.2026 50мин

  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: questions@247wallst.com Join Eric Bleeker and Austin Sm...
• Overlooked Buckets, Huge Rebound Numbers And Thanksgiving Hot Takes! 08.12.2025 1ч

  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: questions@247wallst.c...
• Amazon Strikes Back, And A Surprise $10,000 Portfolio Buy 14.11.2025 38мин

  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: questions@247wallst.com Join Eric Bleeker and Au...
• OpenAI Signs Two Massive Deals and Two New Portfolio Buys 10.10.2025 51мин

  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: questions@247wallst.com Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickl...
• AI Companies Entering A Game of Chips More Wild Than Westeros 19.09.2025 1ч 2мин

  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: questions@247wallst.com Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global econom...
• BONUS INTERVIEW: Eric Speaks With Eric Jhonsa 12.09.2025 39мин

  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: questions@247wallst.com 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 for...
• The 'Super Bowl of AI', Addressing Naysayers, and 1 Robotics Stock To Buy 04.09.2025 51мин

  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: questions@247wallst.com