The AI Investor Podcast

24/7 Wall St.
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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.

  1. Nvidia, SpaceX and a Bold Prediction on Trane Technologies

    5D AGO

    Nvidia, SpaceX and a Bold Prediction on Trane Technologies

    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.

    1h 16m

  2. MAY 14

    The Way Artificial Intelligence Will Help You Win in the Stock Market

    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 the months ahead as far as robotic plays are concerned. 4:22 - Today's anti-technology AI coverage 10:24 - Market updates 23:43 - Ways to win in the stock market 26:36 - Cerebras IPO news 35:30 - Areas and stocks to watch 37:59 - Micron, Intel and memory 40:10 - Robotics 44:25 - Earnings 46:50 - Concerned about Cloudflare? 50:07 - Power management plays to watch 54:59 - New recommendations 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 Submit your questions: questions@247wallst.com Subscribe on YouTube: https://www.youtube.com/@247wallst. March 13th episode: https://www.youtube.com/watch?v=CogdOXQg5SU&list=PLyFQMJU2WBi-8mTWwu7FWxqzfjudetV6J&index=8 Figure AI Robotics Video: https://www.youtube.com/watch?v=luU57hMhkak 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.

    1 hr
  3. AI Investor Podcast Q & A Bonus Episode - May 2026

    MAY 8

    AI Investor Podcast Q & A Bonus Episode - May 2026

    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 32:39 - Wolfspeed 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 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.

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

    MAY 6

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

    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 Portfolio adds 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 Submit your questions: questions@247wallst.com 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.

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

    APR 24

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

    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 Anthropic 20:35 Portfolio updates 36:56 Buy and sell recommendations 44:00 What the supply chain reveals about what's next 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 Submit your questions: questions@247wallst.com 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.

    49 min
  6. A Stock Play In A $332 Billion Industry We Need To Discuss Investing In

    APR 8

    A Stock Play In A $332 Billion Industry We Need To Discuss Investing In

    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 various platforms than some people spend watching Netflix. Here are some key topics on today's episode: :45 The market strikes back 3:30 Conflict in Iran continues to impact stocks 3:50 Anthropic's Mythos continues to get hype 11:28 Interview with Aaron Bush 12:39 Origins of Naavik 16:10 State of the video game industry 20:09 Investing opportunities 24:30 Impact of Genie 3 on industry 33:50 Grand Theft Auto 6 36:15 Crimson Desert controversy 37:10 Video game companies embracing AI 38:42 Unity Technologies as a stock play 47:55 Last two stocks purchased 53:02 Recommendation Naavik 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/bleekertech Submit your questions: questions@247wallst.com 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.

    1h 3m
  7. Sora Gets Ditched, Portfolio Gets An Overview, And A New Buy Recommendation

    MAR 31

    Sora Gets Ditched, Portfolio Gets An Overview, And A New Buy Recommendation

    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 49:35 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/bleekertech Submit your questions: questions@247wallst.com 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.

    59 min

  8. MAR 13

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

    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 (ORCL) walking away from Stargate Abilene shows power management chips could be AI's next big trend 34:30 - 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/bleekertech Submit your questions: questions@247wallst.com 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.

    53 min
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4.9
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78 Ratings

About

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.

Information

  • Creator
    24/7 Wall St.
  • Years Active
    2024 - 2026
  • Episodes
    48
  • Rating
    Clean
  • Copyright
    © 2026 24/7 Wall St.
  • Show Website
    The AI Investor Podcast

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