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 explored

26:36 - Cerebras IPO news

8:51 Big news from Nvidia

13:07 Interview with John Rotoni

15:02 The biggest questions being asked right now

18:15 Companies ahead of the curve on data centers

34:21 Areas to explore investing in

39:40 Race for AI dominance between US and China

47:50 Companies ready to surge

55:48 Quanta Services Inc

1:03:01 Potential concerns

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/bleekertech

To follow John on X: https://x.com/JRogrow

Submit your questions: questions@247wallst.com

Subscribe 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.