The AI Investor Podcast

AI Stocks just saw their worst sell-off of the year on Friday, October 30th. At one point, the SOXX semiconductor index was off 10%. A broad basket of AI stocks is now below its late July lows as investors flee stocks in the AI trade. In the first of a two-part episode, Eric Bleeker and Austin Smith dive into whether or not it's time to panic, or the market is overreacting to recent events in the AI space. The episode begins with a review of recent earnings, including Intel ($INTC), Alphabet ($GOOG), and Amazon ($AMZN), and then transitions to a broader look at recent events that have led to the sell-off in AI stocks. Subscribe on YouTube: https://www.youtube.com/@247wallst. 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. Helping investors make the best decisions, particularly in the space of artificial intelligence, we follow trends in artificial intelligence and discuss how those trends might impact specific stocks and the market as a whole.

With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance . AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow. See What a Built View Looks Like → https://247wallst.com/go/yahoo-alphaspace Welcome back to The AI Investor Podcast! In this episode, Austin Smith sits down with Stuart Landesberg, founder and CEO of Seneca, to explore how artificial intelligence and advanced robotics are converging to solve critical real-world challenges. Stuart shares his unique entrepreneurial journey, the hurdles of building complex hardware-software supply chains in the U.S., and why wildfire prevention is the ultimate proving ground for autonomous multi-mission firefighting aircraft. Discover where the biggest bottlenecks and investment opportunities lie as robotics scale to meet future demands. 0:00 Why Robotics is the Next Big AI Investment Frontier 2:15 From Grove Collaborative to Firefighting: Stuart Landesberg’s Entrepreneurial Leap 7:45 Building Multi-Mission Firefighting Aircraft & Modernizing Public Safety 14:30 Team Building & Finding Cross-Disciplinary Talent in Hard Tech 22:10 The Power of Rapid Iteration: Lessons from Aspen Fire and Cal Fire Partnerships 31:40 The Hardware Stack: Why Advanced LIDAR and Sensors Change Everything 40:15 Public Markets & Avoiding the Trap of Over-Building in Robotics 48:00 Onshoring, Domestic Manufacturing, and Competing with China 55:30 How AI Drives Development and Deployment at Seneca Subscribe on YouTube: https://www.youtube.com/@247wallst. 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.

Special Discount For Our Listeners: If you enjoy this episode with Doomberg, we recommend becoming a member. The team at Doomberg has set aside a discounted rate exclusively for 24/7 Wall St. readers — it isn't available on their main page. You can access the special promo here: https://247wallst.com/go/doomberg Natural gas at the Waha hub in West Texas has traded below zero this year, and Doomberg says gas that cheap is what the AI buildout will run on. Austin Smith of 24/7 Wall St's AI Investor Podcast sits down with the anonymous energy writers behind Doomberg to ask where an investor gets paid: turbines, nuclear, power developers or pipelines. In Doomberg's view the GE Vernova trade is done, nuclear is held back by politics, and the steady money sits in the pipelines that move the gas. 0:00 Doomberg on AI, gas and nuclear 2:56 War, $100 Oil and Cheap U.S. Gas 11:01 Data Centers Move Onto the Gas Fields 20:27 Nuclear Works. Politics Blocks It 25:07 Is the GE Vernova Trade Done? 32:31 Why AI Is Going Off the Grid 36:19 Pipelines: Where Doomberg Would Invest Doomberg's newsletter, with the discounted rate for AI Investor Podcast listeners that Austin mentions: https://247wallst.com/go/doomberg Subscribe on YouTube: https://www.youtube.com/@247wallst. 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. Helping investors make the best decisions, particularly in the space of artificial intelligence, we follow trends in artificial intelligence and discuss how those trends might impact specific stocks and the market as a whole.

Is robotics and automation the next massive trillion-dollar AI investment boom? In this episode of The AI Investor Podcast, Eric Bleeker breaks down why physical AI and advanced robotics have taken longer to commercialize than many early predictors expected, but why the sector is one rich with investment opportunities now more than ever. Eric provides a potential game plan to ensure you don't miss out on this investment opportunity, and includes several stocks he believes are worth adding to your portfolio such as Regal Rexnord (RRX) and STMicroelectronics (STM). The AI Investor Podcast co-host also reveals a high-potential 10x moonshot opportunity that could deliver massive asymmetric returns for forward-thinking investors. Whether you are building a growth portfolio or looking for long-term thematic exposure, navigating this emerging sector requires a clear-eyed strategy. Watch until the end for our complete, actionable investment game plan to capitalize on the robotics revolution before the broader market catches on! Like, subscribe, and share your thoughts on robotics investing in the comments below! 0:00 Intro 6:24 Promised in 2017 18;01 Robotics in 2026 31:24 Bull case 40:56 Building a game plan 50:38 Stocks I own and recommend Subscribe on YouTube: https://www.youtube.com/@247wallst. 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. Helping investors make the best decisions, particularly in the space of artificial intelligence, we follow trends in artificial intelligence and discuss how those trends might impact specific stocks and the market as a whole.

With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance . AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow. See What a Built View Looks Like → https://247wallst.com/go/yahoo-alphaspace This week on The AI Investor Podcast, Eric Bleeker and Austin Smith are taking viewer questions as they pertain to the semiconductor space, ETF recommendations and more. The two will also look at memory and what investors can expect from stocks like Micron and SanDisk in the coming months. Micron recently delivered blowout earnings yet again, but does that mean its time for investors to sell or is the best still to come? Last but not least, Google strikes back with Gemini 4 Argon. Eric and Austin give their early impressions as to whether or not this latest model stacks up against the competition. All that and more! 0:00 Intro 2:50 Micron announces earnings 5:50 The future of memory in AI investing 9:55 Breaking down buybacks 13:20 Relationship between memory and robotics moving forward 16:45 How Google's Gemini 4 Argon stacks up against the competition 24:45 Vicor Corp 29:16 Nebius Group 33:00 ETF recommendations 36:19 ON Semiconductor 39:19 American Semiconductor Corporation disappointing news Subscribe on YouTube: https://www.youtube.com/@247wallst. 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.

With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance . AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow. See What a Built View Looks Like → https://247wallst.com/go/yahoo-alphaspace With several new announcements coming out of Wednesday's Meta Connect keynote given by CEO Mark Zuckerberg, several investors are wondering what stocks might make for solid AI plays in the weeks ahead. The AI Investor Podcast is here to help! In this episode, co-hosts Eric Bleeker and Austin Smith warn against certain pitfalls many will make following updates on Meta's new personal AI agent, Muse. The two will also share stocks worth exploring, and how this week's developments will impact companies like Intel, Cloudflare and the AI landscape as a whole. 0:00 Intro 1:20 Market updates 2:15 Impact of interest rates on Oracle and others 3:42 Anthropic news 6:04 Meta launches Muse 17:40 Cloudflare not looking to slow down 30:17 How AI revenue will pay for its costs moving forward 34:27 Robotics 43:30 The future of The AI Investor Podcast Camera focus demo: https://sael.net/plane-of-focus/ Does AI revenue pay for its costs?: https://www.investmentbrief.ai/p/ai-investment-brief-a-sample Subscribe on YouTube: https://www.youtube.com/@247wallst. 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.

With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance . AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow. See What a Built View Looks Like → https://247wallst.com/go/yahoo-alphaspace Is AI going to go full Skynet? That is the topic that Eric Bleeker and Austin Smith are discussing on this week's episode of The AI Investor Podcast. The duo not only break down the seismic shifts we've seen developing this last week as some sound the alarm on AI, but also explore what all these developments could mean for your portfolio. Knowing how to navigate the intersection of tech innovation, geopolitical risk, and macroeconomic headwinds can be just as important as knowing which stocks to add to your portfolio, so make sure to give this week's episode a listen. 0:00 Intro 2:29 Tracking our AI Portfolio with AlphaSpace 4:40 Fact vs. Fiction about the AI apocalypse 8:25 Anthropic CEO weighs in 22:33 How AI approaches problems vs. how humans approach problems 24:25 OpenAI report 36:20 What happens next? 42:02 The impact for investors 50:06 Interest rate battle continues Subscribe on YouTube: https://www.youtube.com/@247wallst. 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.

Finding the real AI winners in a flooded market can be extremely time consuming and difficult. Fortunately, Eric Bleeker the co-host of The AI Investor Podcast has you covered. During a recent presentation in Dublin, Eric not only decoded the AI boom and what to expect in the coming years, but provided insight on where investors can find some stocks that are set to soar in 2027 and beyond. Whether you are looking at hardware suppliers, cloud hyperscalers, or the software companies leveraging AI for massive operating leverage, Eric is here to cut through the confusion and help you identify where the smart money is moving. And if he didn't cover a question you're looking to have answered or discuss a stock you want to know more about, be sure to let us know in the comments. Subscribe on YouTube: https://www.youtube.com/@247wallst. 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.

In the latest episode of The AI Investor Podcast, co-host Eric Bleeker placed several stocks, including Credo, Broadcom and Snowflake under his microscope to examine each a little more closely. He also shared recent news regarding Amazon, discussed what is next for Anthropic, and shared the top three stocks he believes investors would be most satisfied owning for the next ten years. All that as well as a recap of his trip to Dublin for Investicon. 0:00 Intro 3:40 Recent earnings and what they tell us 5:30 Anthropic ready to launch IPO 9:00 Meta with opportunity to change narrative 11:28 Credo, Broadcom and Snowflake earnings 23:20 3 Stocks to hold for next ten years 37:05 Palantir bounces back 40:23 ServiceNow as a software play Subscribe on YouTube: https://www.youtube.com/@247wallst. 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.

Marvell has been in the news lately thanks to its recent partnership with Alphabet, but as Eric Bleeker notes in this episode of The AI Investor Podcast, there's an older deal that was reached by the semiconductor company that should be just as newsworthy. Nvidia recently announced earnings as did Semtech. Eric will break down those announcements, discuss his position on Nokia and speak with 24/7 Wall St. contributor Jorge Aragon about his recommendations. 0:00 Intro 1:50 Nvidia announces earnings 4:42 A new chip from OpenAI 9:20 Semtech breaking records 14:23 Interview with Jorge Aragon 17:50 Breaking down the memory bottleneck 19:34 Nvidia price hikes and CXL 25:16 Stocks that could benefit from CXL 32:00 Nokia making a comeback? 38:42 Cisco 41:00 Three recommendation Subscribe on YouTube: https://www.youtube.com/@247wallst. Read more from Jorge: https://247wallst.com/author/jorge-aravill/ 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.

AI volatility is back, but underneath the market noise, a massive new growth cycle is emerging thanks to major AI developments in healthcare. We'll be breaking that down in this episode of The AI Investor Podcast along with topics such as Marvell’s landmark Google contract, why token consumption is accelerating faster than expected and what that means for Nvidia, as well as specific supply chain stocks flashing major signals right now. We'll also be diving into our mailbox to answer some of the questions you have been asking. 0:00 Intro 2:54 Latest from Nvidia 9:20 Impact of rising interest rates 14:50 AI developments in healthcare 24:56 Marvell and Google news 37:03 Memory rebounds for investors 40:45 Mailbag Subscribe on YouTube: https://www.youtube.com/@247wallst. 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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.