The AI Investor Podcast

24/7 Wall St.
  • 4.9 (79)
  • Investing
  • Updated Biweekly

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. Aug 12

    A New Portfolio Add In Our Most Important Episode Of The Year

    Even aside from the fact that Eric is announcing a new add to the portfolio, this just might be the most important episode of The AI Investor Podcast this year. With big news coming from huge companies like SpaceX, Nvidia, Google, Amazon, Microsoft and more just this last week, our hosts will make sure you have the information you need to properly construct your portfolio for the future. 0:00 Intro 3:30 Huge expectations with SpaceX 15:25 CoreWeave remains hot 16:00 Misconceptions about Microsoft 18:05 Updates on Amazon and Google 32:31 Bloom Energy is booming 39:39 Memory vs. Optics Battle 45:45 Nvidia news 57:34 Intel 1:00:50 Latest on Lumentum 1:05:07 More good news for Marvell? 1:09:41 Robotics https://www.investicon.ie/ Promo Code: 247WALLST200 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.

    A New Portfolio Add In Our Most Important Episode Of The Year

  2. Aug 6

    Should Ban Pass, These 4 Stocks Will Benefit

    August is off to a great start for those who have been following our AI Investor Podcast. Several of our stocks enjoyed great weeks, and our AI Investor Podcast co-hosts believe we are just getting warmed up as the summer continues. This week, Eric Bleeker and Austin Smith are looking at several stocks, including Amazon, AMD, and Palantir, while exploring a potential buy in Ultra Clean Holdings Inc. Eric will also share four stocks that could benefit should Donald Trump's ban on China datacenter components be passed. 0:00 Intro 2:08 Market recap 4:35 Narratives surrounding hyperscalers changing this month 8:57 Trump admin reportedly banning China datacenter components 17:37 Leopold Aschenbrenner 20:37 Palantir, AMD and SpaceX 32:48 What we can learn from Marvell 38:24 SpaceX helping Nvidia trend in right direction 43:09 Shopify earnings 46:55 Ultra Clean Holdings Inc. a stock to watch https://www.investicon.ie/ Promo Code: 247WALLST200 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.

    Should Ban Pass, These 4 Stocks Will Benefit

  3. Jul 30

    Nvidia Struggles, Analyzing Intel, and Eric Adds 3 New Stocks to the Portfolio

    It's been a huge week in AI investing news, but our AI Investor Podcast co-hosts have put as much of the craziness as possible into just one episode for you. Microsoft and Meta made headlines for difference reasons, Intel had a week of wild turns, and Nvidia continued to struggle. All of that as well as THREE new adds to Eric's AI portfolio! 0:00 Intro 1:45 Market update 5:43 Latest with Leopold Aschenbrenner 7:20 Finding opportunities 10:00 Alphabet Captures 2026 AI Capex Alpha 10:40 OpenAI user numbers continue to increase 13:10 Nvidia struggles 19:00 Data center spending 22:46 Microsoft and Meta 32:47 Portfolio earnings (Lam Research, Intel and more) 40:30 Corning and Bloom Energy 55:15 Portfolio adds 1:01:10 Celestica news https://www.investicon.ie/ Promo Code: 247WALLST200 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.

    Nvidia Struggles, Analyzing Intel, and Eric Adds 3 New Stocks to the Portfolio

  4. Jul 23

    Kimi K3 Is Here, The Next Big AI Bottleneck, And A Software Stock Ready To Surge

    As market volatility continues to create concerns for investors, the hosts of The AI Investor Podcast is here to navigate you through rocky waters just like Odysseus himself. In this week's episode, Eric Bleeker and Austin Smith are investigating what could be the next big AI bottleneck, discussing the latest with Alphabet and sharing a software stock that could be ready to surge. 0:00 Intro 1:59 The good, the bad and the ugly of selloffs 4:16 Alphabet earnings 5:03 Kimi K3 arrives 12:30 Concerns for Nvidia? 15:18 Recognizing the next AI bottleneck 21:10 AMD and Anthropic teamup 24:45 STMicroelectronics 25:55 FTAI Aviation 28:00 ServiceNow earnings Natural Gas Memo: https://colossus.com/wp-content/uploads/2026/07/letter-III-got-gas.pdf https://www.investicon.ie/ Promo Code: 247WALLST200 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.

    Kimi K3 Is Here, The Next Big AI Bottleneck, And A Software Stock Ready To Surge

  5. Jul 16

    Embrace The Chaos! Do Not Let These AI Investment Opportunities Pass You By!

    Market volatility is leading to investing concerns among some, but The AI Investor Podcast is encouraging its viewers to embrace the chaos. Now could be the time to invest in companies that previously appeared to be out of reach. But at the same time, be sure to not let what could be a diamond in the rough pass you by. Eric Bleeker and Austin Smith are back this week to make recommendations in both regards, as well as share updates on Aehr Test Systems, IBM, Meta and more. 0:00 Intro 4:27 Recent AI winners now struggling 8:30 Growth of agentic AI 11:30 Latest with hyperscalers 15:50 Buy low options 22:00 Interest rate concerns 23:30 Warren Buffet comments 27:20 Concerns with optics 29:22 Delays with Nvidia 34:56 Meta 40:37 Software play 42:30 Aehr Test Systems 47:00 IBM hit hard https://www.investicon.ie/ Promo Code: 247WALLST200 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.

    Embrace The Chaos! Do Not Let These AI Investment Opportunities Pass You By!

  6. Jul 8

    AI Investment Trends You Can't Miss And A New Portfolio Add!

    At the beginning of the year, Eric Bleeker provided 12 trends in AI that investors would want to keep an eye on in 2026. Halfway through the year, Eric is discussing how many of his predictions have panned out, and naming a few new stocks you will want to watch closely. All that and a new add to the portfolio in a jam-packed episode you don't want to miss out on! 0:00 Intro 2:44 Memory 10:15 Return of CPUs 13:33 Off-grid energy 17:48 Optics explosion 27:00 Marvell among biggest winners 33:31 Robotics 40:00 Portfolio add 53:30 Stocks to watch moving forward https://www.investicon.ie/ Promo Code: 247WALLST200 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.

    AI Investment Trends You Can't Miss And A New Portfolio Add!

  7. Jul 2

    Robotics On A Roll, Apple's Memory Pinch and Meta Makes 10% Jump

    Meta stocks jumped 10% this week following its latest announcement; an announcement that Eric predicted could come on the previous episode. So what does Eric's crystal ball tell him will come next? On this week's episode of The AI Investor Podcast, co-hosts Eric Bleeker and Austin Smith are not only discussing the latest news to come out of Meta, but chat about Onto Innovation, how memory is impacting Apple's upcoming iPhone release and why robotics is on a roll. 0:00 Intro 1:22 Market Watch 2:42 Portfolio recap 5:14 Optical stocks struggling 6:25 All in on Onto Innovation Inc 19:25 Impact of interest rates 21:20 Meta news 29:10 Apple's memory pinch 35:35 Robotics plays https://www.investicon.ie/ Promo Code: 247WALLST200 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.

  8. Jun 25

    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.

    Micron Mystifying The Market... Can It Continue?
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4.9
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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
    60
  • Rating
    Clean
  • Copyright
    © 2026 24/7 Wall St.
  • Show Website
    The AI Investor Podcast

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