The AI Investor Podcast

Kimi K3 Is Here, The Next Big AI Bottleneck, And A Software Stock Ready To Surge Jul 23, 2026 1862 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 Intro1:

Embrace The Chaos! Do Not Let These AI Investment Opportunities Pass You By! Jul 16, 2026 3212 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 bot

AI Investment Trends You Can't Miss And A New Portfolio Add! Jul 8, 2026 4162 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 Intro2:44 Memory10:15 Ret

Robotics On A Roll, Apple's Memory Pinch and Meta Makes 10% Jump Jul 2, 2026 2666 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 memor

Micron Mystifying The Market... Can It Continue? Jun 25, 2026 3198 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 A

SpaceX Goes Public! Is It A Launch Pad For Investors Or A Black Hole? Jun 18, 2026 2512 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

Buy or Sell on Broadcom, Anthropic News, Data Center Drama And Eric's AI Shopping Spree Jun 11, 2026 4497 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 m

Alphabet, Marvell, And Introducing The Parabolic 7 Jun 4, 2026 3575 The dynamic duo of Austin and Eric are back for another episode of The AI Investor Podcast. In this week's episode, the hosts are discussing recent news from Alphabet and Marvell. They will also explore "The Parabolic 7" and why it may be in need of a name change.0:00 Intro3:26 Latest with Marvell, Micron6:27 The Parabolic 7 Is Here9:05 The soaring semiconductor industry13:38 More w

Memory Mania: Nvidia News And Mighty Micron Soars As Company Tops $1 Trillion in Market Cap May 28, 2026 2978 Austin and Eric are together again for another episode of The AI Investor Podcast. The duo tackle a number of topics surrounding memory this week, including whether or not it's too late to invest in memory, an update on Nvidia, the growth of Micron and what a historic eight-week run might mean for the rest of 2026 and beyond.1:00 - Market remains hot12:30 - Memory margins14:00 Micron growth22

Nvidia, SpaceX and a Bold Prediction on Trane Technologies May 21, 2026 4532 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

The Way Artificial Intelligence Will Help You Win in the Stock Market May 14, 2026 3603 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

AI Investor Podcast Q & A Bonus Episode - May 2026 May 8, 2026 2417 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 points8:52 - American Superconductor Corp12:30 -

Micron Mania, Invincible Intel, And Two New Portfolio Adds In A Red-Hot Sector May 6, 2026 3257 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 updates10:21 Google surging12:

Breaking Down A Historic Run, A New Portfolio Buy, And A Recent Recommendation Already Up 217% Apr 24, 2026 2927 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

A Stock Play In A $332 Billion Industry We Need To Discuss Investing In Apr 8, 2026 3781 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

Sora Gets Ditched, Portfolio Gets An Overview, And A New Buy Recommendation Mar 31, 2026 3567 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 Mythos9:40 OpenAI shuts down Sora20:42 - Processor and semiconductor stocks29:40 Optics stocks34:20 Memory stock

3 New Portfolio Buys from AI's Next Megatrend, NVIDIA Reports Earnings, and AAOI Soars Mar 13, 2026 3157 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 (

New Portfolio Buys, NVIDIA Updates And A HUGE Announcement Feb 24, 2026 2310 24/7 Wall St. Analyst and AI Investor Podcast co-host Eric Bleeker is sharing huge news in this week's episode. Not only is he announcing five recommendations for investors in 2026, but is doubling his investment into his AI portfolio. It's time for Eric to share which stocks he is anticipating to be big benefactors from the 12 trends he's been sharing in previous episodes, and whil

OpenAI vs. Google And What Investors Can Expect From Other Titans In 2026 Feb 5, 2026 1439 Our AI Investor Podcast hosts are listing off their final four trends for AI investors to watch in 2026. Among the topics discussed are what can be expected from major players like Nvidia, as well as under-the-radar stocks in spaces like optics that could be positioned for a huge jump. Eric also breaks down the battle between OpenAI and Google, and what the media gets wrong when discussing them.Vi

SpaceX Taking Off: Huge Merger To Produce The World's Most Valuable Private Company Feb 4, 2026 2632 In their latest episode of The AI Investor Podcast, 24/7 Wall St. Analysts Eric Bleeker and Austin Smith break down the huge merger news involving SpaceX and xAI, which is known for its Grok chatbot. The two will also discuss the latest on stocks including Apple, Intel and SanDisk, all of which are making tremendous strides in the world of artificial intelligence.View Eric's Portfolio: https:

The Progress Of Artificial Intelligence In Robotics And How Our Latest AI Pick Is Already Paying Off Big Jan 21, 2026 3474 Our AI Investor Podcast hosts are continuing to count down 12 trends investors will want to keep their eyes on in 2026. Among the topics being discussed in this episode are the growing concerns in the software space, the impact Taiwan Semiconductor has on the landscape of artificial intelligence and what we can expect as far as developments in areas like robotics and drones.View Eric's Portfo

The AI Memory Explosion Is Underway, Intel Is Ready To Skyrocket And 12 Trends Investors Will Want To Know For 2026 Jan 8, 2026 3016 In the newest episode of The AI Investor Podcast, our 24/7 Wall St. Analysts begin to share their 12 trends in the world of artificial intelligence that investors should be aware of in 2026. These include the memory explosion that is already underway, as well as developments taking place that could help make a stock like Intel a big winner in the year ahead.View Eric's Portfolio: https://247w

Overlooked Buckets, Huge Rebound Numbers And Thanksgiving Hot Takes! Dec 8, 2025 3607 In the latest episode of The AI Investor Podcast, our 24/7 Wall St. Analysts explore buckets in the AI market that investors often overlook. Eric also shares his experience getting an up close and personal look at OpenAI's $500 billion Stargate project, and what the rise of data centers across the country indicates about the direction of AI and where investors could see the largest earnings.V

Amazon Strikes Back, And A Surprise $10,000 Portfolio Buy Nov 14, 2025 2317 Austin and Eric are back for another episode of The AI Investor Podcast! This time, the two are discussing some recent developments in the AI space that investors should keep in mind during the months ahead, as well as a recent Sam Altman interview which many are saying was not a great look for the OpenAI CEO. All that and another $10,000 purchase in the portfolio!View Eric's Portfolio: https

OpenAI Signs Two Massive Deals and Two New Portfolio Buys Oct 10, 2025 3106 In the latest episode of The AI Investor Podcast, Austin and Eric discuss a pair of massive deals signed by OpenAI and announce some new additions to the portfolio. The two also look back on a bold call made by Eric about Nvidia during one of the show's first ever episodes.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: questions@247wallst.comJoin Eric Ble

AI Companies Entering A Game of Chips More Wild Than Westeros Sep 19, 2025 3753 In this week's episode of The AI Investor Podcast, Austin and Eric take a venture into Neoclouds. The two share their thoughts on the AI chip wars, the latest developments with Oracle and how updates from OpenAI are impacting usage. View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: questions@247wallst.comJoin Eric Bleeker and Austin Smith from 24/7 Wall St

BONUS INTERVIEW: Eric Speaks With Eric Jhonsa Sep 12, 2025 2351 Eric Bleeker recently had the opportunity to speak with tech-stock investor Eric Jhonsa on a variety of topics including his position on stocks such as Tecogen, Monday.com and Gitlab.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: questions@247wallst.comJoin Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology i

The 'Super Bowl of AI', Addressing Naysayers, and 1 Robotics Stock To Buy Sep 4, 2025 3116 Austin and Eric are celebrating the show's one-year anniversary in this episode of The AI Investor Podcast. The duo not only takes a look back at the past year in artificial intelligence, but look ahead to a new stock option that has earned a spot in the portfolio.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: questions@247wallst.com

Eric Speaks With Simon Erickson Aug 28, 2025 2405 This week, Eric Bleeker of The AI Investor Podcast caught up with 7investing CEO Simon Erickson to discuss a variety of topics including space investment opportunities, a technology that could give ASML Holding an advantage over the competition, and a stock option that has yet to be mentioned on the show in the past.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your question

GPT-5, Machines that Make Chips, and 2 New Small Cap AI Stocks I'm Buying Aug 15, 2025 3411 In the latest episode of The AI Investor Podcast, Austin and Eric cover a wide range of subjects including the latest updates for GPT-5, new stocks that could be worth a portfolio add, and how the world of artificial intelligence could contribute to changes in the world of video games.View Eric's Portfolio: https://247wallst.com/aiportfolio/Submit your questions: questions@247wallst.com

Bonus Episode 8/12/25: Q & A Aug 12, 2025 1624 In this special bonus episode of The AI Investor Podcast, Austin and Eric are answering viewer questions and share their personal introductions to the stock market.

Earningspalooza, The First Portfolio Sell, and The Hunt For The Next Great YOLO Investment Aug 1, 2025 3366 In today's episode Eric and Austin discuss the phenomenal quarter from Meta and Microsoft, Amazon's disappointing numbers, earnings from Vertiv, ServiceNow, and Cloudflare. Eric issues the first ever sell in the AI Investor Portfolio, freeing up $50,000 of cash for the next great opportunity. The team discusses three promising areas to deploy that capital including Neoclouds, The Power B

Prometheus Unbound: The Expansion of AI Data Centers Jul 20, 2025 3423 In this episode of The AI Investor Podcast, Eric and Austin discuss a successful week in stocks, provide insight on when to avoid investments as it pertains to artificial intelligence and break down just how big Mark Zuckerberg is going with his new data centers.

AI Researchers Are The New Rockstars Jul 5, 2025 2736 In today's episode, Eric and Austin discuss the intense rebound in the S&P 500 and The AI Portfolio, as well as Mark Zuckerberg's big ticket shopping spree, soaring compute and revenue run rates, how AI may impact healthcare, and the two biggest opportunities Nvidia CEO Jensen Huang sees today.

Waymo, AI Acceleration, And a Surprise Addition To The Portfolio Jun 16, 2025 2732 In today's episode, Eric and Austin discuss Waymo, what earnings reveal about an expected AI slowdown, Meta's nine-figure bets on talent, and deploy the remaining funds in the $500,000 portfolio with a surprise investment.

AI Enters The Cold War Chapter May 31, 2025 3161 In this episode of The AI Investor Podcast, Eric and Austin discuss the AI race entering The Cold War era, Nvidia's earnings, Saudi Arabia's mega investments, AI powered robotics, and more.

Full Speed Ahead! Hyperscalers Continue to Double Down on AI May 1, 2025 2534 In this episode, David Hanson and Eric Bleeker discuss earnings and guidance from some of the market's most important AI players, including Meta, Microsoft, Amazon, and more.

Stocks We're Buying During the Tariff-Tantrum + How AI Companies Might Be Impacted Apr 11, 2025 2703 In this episode, David Hanson and Eric Bleeker walk through the potential impact of a trade war or a recession on companies operating at the center of the AI revolution. Eric also shares the names of the companies to which he has continued to add money as shares sink lower.

These Optical Stocks Could Be Set to Ride an AI Supercycle Mar 28, 2025 3168 In this episode, David Hanson and Eric Bleeker discuss the biggest AI headlines grabbing their attention this week.Additionally, Eric interviews Austin Bohlig from Industrial Tech Stock Analyst on the big opportunity in front of optical stocks right now.Click here to subscribe to Austin's Substack!To see full coverage of the AI Portfolio, click here!

Recession or Huge Buying Opportunity? Mar 14, 2025 2854 In this episode, David Hanson and Eric Bleeker take stock of every company inside the AI portfolio and weigh in on the recession fears that have taken over the market.Additionally, Eric dives into earnings from 3 critical companies in the portfolio and explains what their results mean for the futureTo see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

Powering Through the AI Market Sell-Off and the Best Stocks to Add to Right Now Feb 28, 2025 2725 In this episode, David Hanson and Eric Bleeker dive into the recent volatility hitting many AI-focused companies. Despite the rising sense of fear and uncertainty, Eric unloads his rant on why the market is missing the bigger (and longer-term) story unfolding before us.Additionally, Eric weighs on which companies in the $500,000 AI Portfolio offer the best risk-reward ratio today.To see full cover

The #1 Stock for the AI Revolution in Software Development + an Earnings Reviews from the $500,000 AI Portfolio Feb 14, 2025 3181 Join David Hanson and Eric Bleeker as they discuss Europe's $100-Billion jump in AI and earnings from several of the companies Eric has backed in his $500,000 AI portfolio. Additionally, Eric shares the details behind an exciting new company he's buying in the portfolio -- a $11 billion market cap company that he calls the "best pure-play investment into the growth of coding assista

5 Stocks We're Buying After the Dramatic 'DeepSeek Selloff' Jan 31, 2025 2722 Eric Bleeker and David Hanson dissect the recent market-moving news coming out of China and the company DeepSeek and the potential impact on the AI landscape. Eric dispels some of the false narratives being circulated in the media and shares how the recent breakthroughs are changing the way he invests in the space. More specifically, Eric shares five trades he's making to his $500,000 AI por

5 AI Stocks That Could Benefit From the Stargate's $500 Billion Vision Jan 24, 2025 1405 David Hanson and Eric Bleeker break down the buzz around “Stargate” and its massive $500 billion (or is it $10 billion?) investment headlines — figuring out what’s real and what might be just PR spin. They also dig into SK Hynix’s earnings (including why a 20x profit jump actually sent the stock down) and consider how the AI explosion could impact memory demand through 2025. Finally, the two explo

The Giant AI Market Poised to Grow 26X and 3 Stocks Set to Benefit Jan 17, 2025 3123 In this episode, David Hanson and Eric Bleeker look at this week’s wildest and most exciting headlines and break down earnings from Taiwan Semiconductor. Next, Eric gives a deep dive into a fast-growing market segment that is expected to balloon 26x in the years ahead and his top 3 ways to play it.To see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

3 AI Stocks That Could Double in 2025 + a Full Review of the $500K AI Portfolio Jan 10, 2025 2744 In this episode, David Hanson and Eric Bleeker dive in and do a full review of all 15 stocks currently held in the $500,000 AI Portfolio that Eric is managing in full view of listeners. Eric breaks down the major trends he's aiming to capitalize on within the portfolio.Additionally, Eric shares 3 more high-risk, high-reward AI stocks that could double in the year ahead if a few positive catal

A Top AI Stock to Buy for 2025 + Did OpenAI Just Show Us the Future of AI? Jan 3, 2025 2469 In the first episode of the new year, Eric Bleeker and David Hanson discuss OpenAI's latest breakthrough and AI stocks' hot start to 2025. They also touch on NVIDIA's sharp rebound and the company's still-enviable position in the market.Lastly, Eric shares the latest trade he's making in his $500,000 AI Portfolio.

Broadcom Takes Center Stage in the AI Supercycle and One Software Stock to Buy Dec 20, 2024 2599 In this episode, Eric Bleeker and David Hanson discuss the market's most volatile parts, explain Broadcom's sudden surge to a $1T+ market cap, and share Eric's latest buy in his $500,000 portfolio.Follow complete coverage of all of Eric's AI trades here: https://247wallst.com/ai-portfolio/

A Top AI Stock Surges 50% in a Single Day, Elon's Big Bet, and 3 Stocks to Buy Today Dec 6, 2024 2456 In this episode, Eric Bleeker and David Hanson take the pulse of the market, exploring whether the "Next Wave' of AI is truly beginning. They dive into the latest earnings reports from Marvell (MRVL) and Credo (CRDO), unpack the rationale behind adding more capital to Eric's Broadcom (AVGO) position, and discuss the explosive demand for GPUs.The duo also covers Salesforce’s surprisi

Can AI Propel Tesla to $700 Per Share? Bonus Episode with 7investing's Simon Erickson Dec 3, 2024 2450 On this bonus episode of the AI Investor Podcast from 24/7 Wall St, Eric Bleeker sits down with Simon Erickson to bring a new voice to the AI conversation. Eric and Simon discuss Tesla's path to $700 per share, a huge potential IPO in 2025, and one of Simon's favorite stocks to buy right now.Simon Erickson is the founder and CEO of 7investing. He is one of the stock market’s most forward

Is AI Hitting a Wall? Plus NVIDIA's Earnings and a $6.2 Million Banana Nov 22, 2024 2482 Eric Bleeker and David Hanson take the temperature of the market's euphoria, dive into NVIDIA's latest earnings report, and discuss the various paths AI might take in the months and years ahead. And finally, Eric shares the latest addition to his $500k AI portfolio.

What the Trump Win Could Mean for AI + 4 New Trades for the $500K Portfolio Nov 8, 2024 2505 Eric Bleeker and David Hanson explain what recent results from the hyperscalers mean for the broader AI landscape, speculate on what the Trump presidency might do for the tech industry, and share the details of Eric's latest buys in the AI portfolio.To follow along with the portfolio in real-time, follow Eric and 24/7 Wall Street on X.Visit 24/7 Wall St. for all your market and investing news

Two New Buys in the Portfolio, ASML's Recent Nosedive, and an Overvalued AI Stock. Oct 26, 2024 2449 Eric Bleeker and David Hanson address whether ASML is a "Buy" after its recent pullback, discuss the large-cap tech stock most likely to disappoint, break down the implications of using nuclear to power AI, and share the details of Eric's latest buys in the AI portfolio.To follow along with the portfolio in real-time, follow Eric and 24/7 Wall Street on X.Visit 24/7 Wall St. for all

NVIDIA's Path to $200 Per Share, Tesla's AI Dreams, and a New Buy in the Portfolio Oct 11, 2024 2493 Eric Bleeker and David Hanson chart the path for NVIDIA to soar to $200 per share. They also discuss using options strategies when investing in AI stocks, break down the implications of Tesla's latest event, and share the details of Eric's latest buy in the AI portfolio.To follow along with the portfolio in real-time, follow Eric and 24/7 Wall Street on X.Visit 24/7 Wall St. for all your

A New Small Cap Buy in the Portfolio, Energy Powerplays, & OpenAI's Wild Ride Sep 27, 2024 3024 Eric Bleeker and David Hanson share the details of the newest stock Eric is about to add to the $500,000 AI portfolio -- a small $5 billion company that could be poised to hit an inflection point. They also answer a few listener questions and fill you in on the biggest AI news from the past few weeksTo follow along with the portfolio in real-time, follow Eric and 24/7 Wall Street on X.Visit 24/7 W

We're Betting $500k on Our Top AI Stock Ideas Sep 12, 2024 3497 Eric Bleeker and David Hanson share the details of an exciting new feature of the show – the launch of a $500,000 real-money portfolio that will be managed and discussed in full view of our listeners – allowing you to follow along with the exact, high-conviction trades we’re making in the AI space. They also hit on the biggest AI news stories of the past two weeks.To follow along with the portfoli

3 AI Stocks to Buy While Everyone Else Talks About NVIDIA Aug 30, 2024 2674 On this first-ever episode, Eric Bleeker and David Hanson explain why they're choosing now to launch this show and dive into the latest numbers and the story behind the market’s biggest stock – NVIDIA, of course. And finally, Eric shares three other publicly traded companies, that get less attention than NVIDIA, but could be a part of the next big wave of AI winners.

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