The AI Investor Podcast

Episoade

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

  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 53min

  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 1h 9min

  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 44min

  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 53min

  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 41min

  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 1h 14min

  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 59min

  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 49min

  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 1h 15min

  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 1h

  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 40min

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

  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 ...
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  Breaking Down A Historic Run, A New Portfolio Buy, And A Recent Recommendation Already Up 217% 24.04.2026 48min

  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...
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  A Stock Play In A $332 Billion Industry We Need To Discuss Investing In 08.04.2026 1h 3min

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

  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 ...
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  3 New Portfolio Buys from AI's Next Megatrend, NVIDIA Reports Earnings, and AAOI Soars 13.03.2026 52min

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

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

  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...
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  SpaceX Taking Off: Huge Merger To Produce The World's Most Valuable Private Company 04.02.2026 43min

  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...