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.
19episodes
Episodes
Newest firstAll episodes
Nvidia, SpaceX and a Bold Prediction on Trane Technologies
4d ago01:15:32Tap 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.
Transcribe →The Way Artificial Intelligence Will Help You Win in the Stock Market
2w ago01:00:03Tap to summarizeIPO 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 coverage10:24 - Market updates23:43 - Ways to win in the stock market26:36 - Cerebras IPO news35:30 - Areas and stocks to watch37:59 - Micron, Intel and memory40:10 - Robotics44:25 - Earnings46:50 - Concerned about Cloudflare?50:07 - Power management plays to watch54:59 - New recommendationsIf 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.March 13th episode: https://www.youtube.com/watch?v=CogdOXQg5SU&list=PLyFQMJU2WBi-8mTWwu7FWxqzfjudetV6J&index=8Figure AI Robotics Video: https://www.youtube.com/watch?v=luU57hMhkakJoin 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 Investor Podcast Q & A Bonus Episode - May 2026
2w ago00:40:17Tap to summarizeYou 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 points8:52 - American Superconductor Corp12:30 - Axon Enterprise13:55 - Toast16:16 Palantir20:35 - Ichor Holdings24:00 - Lam Research32:39 - WolfspeedIf 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 Mania, Invincible Intel, And Two New Portfolio Adds In A Red-Hot Sector
3w ago00:54:17Tap to summarizeEric 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 updates10:21 Google surging12:45 Microsoft news18:05 Latest from Lumentum21:44 Micron24:00 Sterling Infrastructure Inc.27:01 Portfolio addsIf 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.comJoin 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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Breaking Down A Historic Run, A New Portfolio Buy, And A Recent Recommendation Already Up 217%
Apr 2400:48:47Tap to summarizeThe 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 Street3:45 Power management chips12:06 Why semiconductor companies in a great position14:00 Intel17:08 Anthropic20:35 Portfolio updates36:56 Buy and sell recommendations44:00 What the supply chain reveals about what's nextIf 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.comJoin 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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A Stock Play In A $332 Billion Industry We Need To Discuss Investing In
Apr 801:03:01Tap to summarizeIn 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 various platforms than some people spend watching Netflix.Here are some key topics on today's episode::45 The market strikes back3:30 Conflict in Iran continues to impact stocks3:50 Anthropic's Mythos continues to get hype11:28 Interview with Aaron Bush12:39 Origins of Naavik16:10 State of the video game industry20:09 Investing opportunities24:30 Impact of Genie 3 on industry33:50 Grand Theft Auto 636:15 Crimson Desert controversy37:10 Video game companies embracing AI38:42 Unity Technologies as a stock play47:55 Last two stocks purchased53:02 RecommendationNaavik website: https://naavik.co/If 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.comJoin 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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Sora Gets Ditched, Portfolio Gets An Overview, And A New Buy Recommendation
Mar 3100:59:27Tap to summarizeIn 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 Mythos9:40 OpenAI shuts down Sora20:42 - Processor and semiconductor stocks29:40 Optics stocks34:20 Memory stocks36:43 Favorite software play43:41 Wins in data centers and power including Vertiv49:35 Ouster continues to shine in portfolio 50:52 Eric unveils new portfolio add in Semtech Corp.If 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.comJoin 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 →3 New Portfolio Buys from AI's Next Megatrend, NVIDIA Reports Earnings, and AAOI Soars
Mar 1300:52:37Tap to summarizeIn 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 (ORCL) walking away from Stargate Abilene shows power management chips could be AI's next big trend34:30 - Previewing stocks that could benefit from NVIDIA's shift to 800V with Rubin: Navitas (NVTS), On Semiconductor (ON), WolfSpeed (WOLF), Aher Test Systems (AEHR), and STMicroelectronics (STM)Eric unveils three new portfolio buys that include:ACM Research (ACMR) Aehr Test Systems (AEHR) On Semiconductor (ON) If 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.comJoin 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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New Portfolio Buys, NVIDIA Updates And A HUGE Announcement
Feb 2400:38:30Tap to summarize24/7 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://247wallst.com/aiportfolio/Submit your questions: questions@247wallst.comJoin 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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OpenAI vs. Google And What Investors Can Expect From Other Titans In 2026
Feb 500:23:59Tap to summarizeOur 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@247wallst.comJoin 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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