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
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.