The AI Investor Podcast

24/7 Wall St.

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. 11H AGO

    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
4.9
out of 5
56 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.

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