The AI Investor Podcast

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
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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

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If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com

To follow our portfolio: https://247wallst.com/aiportfolio/

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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.