The AI Investor Podcast

Епизоди

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  The AI Industry’s Biggest Fear Is Becoming Real: What You Need To Know 17.09.2026 59мин

  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 Vie...
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  Your Guide To 2027's Best AI Stocks Has Arrived! 10.09.2026 1ч 45мин

  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...
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  A Tale Of 3 Stocks - Credo, Broadcom and Snowflake 03.09.2026 41мин

  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...
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  New Chip From OpenAI, The Marvell Home Run Nobody Noticed and Stocks That Could Benefit From CXL 27.08.2026 52мин

  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 ear...
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  Moderna's Record-Breaking Day, Marvell’s $120B Google Deal, Sandisk News and Q & A 20.08.2026 1ч 1мин

  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 t...
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  A New Portfolio Add In Our Most Important Episode Of The Year 12.08.2026 1ч 16мин

  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 Micr...
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  Should Ban Pass, These 4 Stocks Will Benefit 06.08.2026 55мин

  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 datacen...
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  Nvidia Struggles, Analyzing Intel, and Eric Adds 3 New Stocks to the Portfolio 30.07.2026 1ч 9мин

  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...
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  Kimi K3 Is Here, The Next Big AI Bottleneck, And A Software Stock Ready To Surge 23.07.2026 31мин

  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 Con...
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  Embrace The Chaos! Do Not Let These AI Investment Opportunities Pass You By! 16.07.2026 53мин

  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 R...
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  AI Investment Trends You Can't Miss And A New Portfolio Add! 08.07.2026 1ч 9мин

  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 ...
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  Robotics On A Roll, Apple's Memory Pinch and Meta Makes 10% Jump 02.07.2026 44мин

  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 ...
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  Micron Mystifying The Market... Can It Continue? 25.06.2026 53мин

  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 a...
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  SpaceX Goes Public! Is It A Launch Pad For Investors Or A Black Hole? 18.06.2026 41мин

  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 M...
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  Buy or Sell on Broadcom, Anthropic News, Data Center Drama And Eric's AI Shopping Spree 11.06.2026 1ч 14мин

  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 Bou...
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  Alphabet, Marvell, And Introducing The Parabolic 7 04.06.2026 59мин

  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...
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  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...
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  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...
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  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 ...
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  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...