Podcast
The AI Investor Podcast
Hosted by 24/7 Wall St. · EN
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.
28episodes
Episodes
Newest firstAll episodes
Kimi K3 Is Here, The Next Big AI Bottleneck, And A Software Stock Ready To Surge
2w ago00:31:02Tap to summarizeAs 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 Intro1:59 The good, the bad and the ugly of selloffs4:16 Alphabet earnings5:03 Kimi K3 arrives12:30 Concerns for Nvidia?15:18 Recognizing the next AI bottleneck21:10 AMD and Anthropic teamup24:45 STMicroelectronics25:55 FTAI Aviation28:00 ServiceNow earningsNatural Gas Memo: https://colossus.com/wp-content/uploads/2026/07/letter-III-got-gas.pdfhttps://www.investicon.ie/Promo Code: 247WALLST200If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com To follow our portfolio: https://247wallst.com/aiportfolio/To follow Eric on X: https://x.com/bleekertechSubmit your questions: questions@247wallst.comSubscribe 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.
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Embrace The Chaos! Do Not Let These AI Investment Opportunities Pass You By!
3w ago00:53:32Tap to summarizeMarket 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 Intro4:27 Recent AI winners now struggling8:30 Growth of agentic AI11:30 Latest with hyperscalers15:50 Buy low options22:00 Interest rate concerns23:30 Warren Buffet comments27:20 Concerns with optics29:22 Delays with Nvidia34:56 Meta40:37 Software play42:30 Aehr Test Systems47:00 IBM hit hardhttps://www.investicon.ie/Promo Code: 247WALLST200If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com To follow our portfolio: https://247wallst.com/aiportfolio/To follow Eric on X: https://x.com/bleekertechSubmit your questions: questions@247wallst.comSubscribe 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.
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AI Investment Trends You Can't Miss And A New Portfolio Add!
4w ago01:09:22Tap to summarizeAt 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 Intro2:44 Memory10:15 Return of CPUs13:33 Off-grid energy17:48 Optics explosion27:00 Marvell among biggest winners33:31 Robotics40:00 Portfolio add53:30 Stocks to watch moving forwardhttps://www.investicon.ie/Promo Code: 247WALLST200If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com To follow our portfolio: https://247wallst.com/aiportfolio/To follow Eric on X: https://x.com/bleekertechSubmit your questions: questions@247wallst.comSubscribe 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.
Transcribe →Robotics On A Roll, Apple's Memory Pinch and Meta Makes 10% Jump
Jul 200:44:26Tap to summarizeMeta 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 Intro1:22 Market Watch2:42 Portfolio recap5:14 Optical stocks struggling6:25 All in on Onto Innovation Inc19:25 Impact of interest rates21:20 Meta news29:10 Apple's memory pinch35:35 Robotics playshttps://www.investicon.ie/Promo Code: 247WALLST200If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com To follow our portfolio: https://247wallst.com/aiportfolio/To follow Eric on X: https://x.com/bleekertechSubmit your questions: questions@247wallst.comSubscribe 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.
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Micron Mystifying The Market... Can It Continue?
Jun 2500:53:18Tap to summarizeIt 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 boom4:44 The semiconductor space6:21 More on Micron's earnings10:16 Micron vs. Nvidia16:54 Hyperscalers are down20:05 Performances of recent recommendations22:25 The latest with Alphabet25:55 Struggling stocks29:17 Q &. AEric's ETF Tiers: https://www.youtube.com/watch?v=r43CbeJ43P4Noam Brown: https://x.com/polynoamial/status/2064210146558136827If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com To follow our portfolio: https://247wallst.com/aiportfolio/To follow Eric on X: https://x.com/bleekertechSubmit your questions: questions@247wallst.comSubscribe 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.
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SpaceX Goes Public! Is It A Launch Pad For Investors Or A Black Hole?
Jun 1800:41:52Tap to summarizeSpaceX 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 Intro1:45 Eric's history with Elon Musk and Tesla4:20 SpaceX IPO launch official5:07 What is SpaceX9:20 SpaceX merger with xAI17:02 Role of chips and data centers20:19 Space-based data centers27:12 Impact on companies in AI portfolio30:50 Acquisition of Cursor33:25 Hurdle of memory pricing36:55 StarlinkIf you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com To follow our portfolio: https://247wallst.com/aiportfolio/To follow Eric on X: https://x.com/bleekertechSubmit your questions: questions@247wallst.comSubscribe 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.
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Buy or Sell on Broadcom, Anthropic News, Data Center Drama And Eric's AI Shopping Spree
Jun 1101:14:57Tap to summarizeThis 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 Intro1:50 Market Volatility15:01 Claude releases Mythos AKA Fable16:46 13 Stocks Eric Bought With Markets Plummeting20:24 Broadcom34:31 Anthropic continues to win40:13 Data center drama unfolding45:45 800V market plummets57:30 Q &. AEric's ETF Tiers: https://www.youtube.com/watch?v=r43CbeJ43P4Noam Brown: https://x.com/polynoamial/status/2064210146558136827If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com To follow our portfolio: https://247wallst.com/aiportfolio/To follow Eric on X: https://x.com/bleekertechSubmit your questions: questions@247wallst.comSubscribe 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.
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Alphabet, Marvell, And Introducing The Parabolic 7
Jun 400:59:35Tap to summarizeThe 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 Intro3:26 Latest with Marvell, Micron6:27 The Parabolic 7 Is Here9:05 The soaring semiconductor industry13:38 More with Marvell20:02 Portfolio updates22:57 Alphabet news30:35 What's next for Broadcom?36:17 Credo news38:38 Q &. A46:21 Eric is heading to DublinEric's ETF Tiers: https://www.youtube.com/watch?v=r43CbeJ43P4If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com To follow our portfolio: https://247wallst.com/aiportfolio/To follow Eric on X: https://x.com/bleekertechMore on Eric's Dublin appearance: investicon.ieSubmit your questions: questions@247wallst.comSubscribe 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.
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Memory Mania: Nvidia News And Mighty Micron Soars As Company Tops $1 Trillion in Market Cap
May 2800:49:38Tap to summarizeAustin 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 hot12:30 - Memory margins14:00 Micron growth22:20 - ACN Research24:40 - ONTO26:30 - Globalfoundries51:00 - Earnings44:30 - Parker-Hannifin CorporationIf you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com To follow our portfolio: https://247wallst.com/aiportfolio/To follow Eric on X: https://x.com/bleekertechSubmit your questions: questions@247wallst.comSubscribe 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.
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Nvidia, SpaceX and a Bold Prediction on Trane Technologies
May 2101:15:32Tap to summarizeIPO 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 update3:56 - Latest on interest rates6:50 13F filings explored26:36 - Cerebras IPO news8:51 Big news from Nvidia13:07 Interview with John Rotoni15:02 The biggest questions being asked right now18:15 Companies ahead of the curve on data centers34:21 Areas to explore investing in39:40 Race for AI dominance between US and China47:50 Companies ready to surge55:48 Quanta Services Inc1:03:01 Potential concernsIf you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com To follow our portfolio: https://247wallst.com/aiportfolio/To follow Eric on X: https://x.com/bleekertechTo follow John on X: https://x.com/JRogrowSubmit your questions: questions@247wallst.comSubscribe 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.
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