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.

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 while some will be companies you've heard of, there may be a couple of surprises too.

View Eric's Portfolio: https://247wallst.com/aiportfolio/

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.

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.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.

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

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 questions: questions@247wallst.com

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

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.

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 Bottleneck, and Robotics. 

Follow the portfolio, including all current positions at: 247wallst.com/aiportfolio

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.

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. 

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. 

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. 

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.

View Eric's Portfolio: https://247wallst.com/aiportfolio/

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 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.

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.

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!

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 future

To see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

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 coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

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 assistant and the AI revolution in software development."

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 portfolio to better position himself for future changes.

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 explore OpenAI’s newly unveiled “Operator” tool, how it stacks up against Anthropic’s agent release, and why it’s got everyone talking about the future of autonomous AI. 

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/

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 catalysts occur.

To see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

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://247wallst.com/aiportfolio/

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 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.

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/

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 surprising stock surge following lackluster earnings and guidance, fueled by excitement around AI agents. This sets the stage for new software investments, including Eric’s latest portfolio additions: Cadence and Synopsys.

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-looking investors, focused on identifying disruptive innovation and finding developing trends before others may even be aware of them.

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.

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.

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 your market and investing news.

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 market and investing news.

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 weeks

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.

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 portfolio in real-time, follow Eric and 24/7 Wall Street on X.

Get your copy of our free report Discover “The Next NVIDIA”.

Visit 24/7 Wall St. for all your market and investing news.

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 Portfolio: https://247wallst.com/aiportfolio/

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.

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. 

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://247wallst.com/aiportfolio/

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, 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.

View Eric's Portfolio: https://247wallst.com/aiportfolio/

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.

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://247wallst.com/aiportfolio/

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, 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.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 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.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.

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.

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.

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 points

8:52 - American Superconductor Corp

12:30 - Axon Enterprise

13:55 - Toast

16:16 Palantir

20:35 - Ichor Holdings

24:00 - Lam Research

32:39 - Wolfspeed

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.

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 updates

10:21 Google surging

12:45 Microsoft news

18:05 Latest from Lumentum

21:44 Micron

24:00 Sterling Infrastructure Inc.

27:01 Portfolio adds

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.

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

3:45 Power management chips

12:06 Why semiconductor companies in a great position

14:00 Intel

17:08 Anthropic

20:35 Portfolio updates

36:56 Buy and sell recommendations

44:00 What the supply chain reveals about what's next

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 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 global gaming market was valued as high as $332 billion, with gamers often spending more time on various platforms than some people spend watching Netflix.

Here are some key topics on today's episode:

:45 The market strikes back

3:30 Conflict in Iran continues to impact stocks

3:50 Anthropic's Mythos continues to get hype

11:28 Interview with Aaron Bush

12:39 Origins of Naavik

16:10 State of the video game industry

20:09 Investing opportunities

24:30 Impact of Genie 3 on industry

33:50 Grand Theft Auto 6

36:15 Crimson Desert controversy

37:10 Video game companies embracing AI

38:42 Unity Technologies as a stock play

47:55 Last two stocks purchased

53:02 Recommendation

Naavik website: https://naavik.co/

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 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 Mythos

9:40 OpenAI shuts down Sora

20:42 - Processor and semiconductor stocks

29:40 Optics stocks

34:20 Memory stocks

36:43 Favorite software play

43:41 Wins in data centers and power including Vertiv

49:35 Ouster continues to shine in portfolio 

50:52 Eric unveils new portfolio add in Semtech Corp.

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.