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. Micron Mystifying The Market... Can It Continue?

    8h ago

    Micron Mystifying The Market... Can It Continue?

    It 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 boom 4:44 The semiconductor space 6:21 More on Micron's earnings 10:16 Micron vs. Nvidia 16:54 Hyperscalers are down 20:05 Performances of recent recommendations 22:25 The latest with Alphabet 25:55 Struggling stocks 29:17 Q &. A Eric's ETF Tiers: https://www.youtube.com/watch?v=r43CbeJ43P4 Noam Brown: https://x.com/polynoamial/status/2064210146558136827 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.

    53 min
  2. SpaceX Goes Public! Is It A Launch Pad For Investors Or A Black Hole?

    Jun 18

    SpaceX Goes Public! Is It A Launch Pad For Investors Or A Black Hole?

    SpaceX 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 Intro 1:45 Eric's history with Elon Musk and Tesla 4:20 SpaceX IPO launch official 5:07 What is SpaceX 9:20 SpaceX merger with xAI 17:02 Role of chips and data centers 20:19 Space-based data centers 27:12 Impact on companies in AI portfolio 30:50 Acquisition of Cursor 33:25 Hurdle of memory pricing 36:55 Starlink 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.

    42 min
  3. Buy or Sell on Broadcom, Anthropic News, Data Center Drama And Eric's AI Shopping Spree

    Jun 11

    Buy or Sell on Broadcom, Anthropic News, Data Center Drama And Eric's AI Shopping Spree

    This 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 Intro 1:50 Market Volatility 15:01 Claude releases Mythos AKA Fable 16:46 13 Stocks Eric Bought With Markets Plummeting 20:24 Broadcom 34:31 Anthropic continues to win 40:13 Data center drama unfolding 45:45 800V market plummets 57:30 Q &. A Eric's ETF Tiers: https://www.youtube.com/watch?v=r43CbeJ43P4 Noam Brown: https://x.com/polynoamial/status/2064210146558136827 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.

    1h 15m
  4. Nvidia, SpaceX and a Bold Prediction on Trane Technologies

    May 21

    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
  5. 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
4.9
out of 5
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.

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