The AI Investor Podcast

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: [email protected] 
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: [email protected]
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: [email protected] 
To follow our portfolio: https://247wallst.com/aiportfolio/
To follow Eric on X: https://x.com/bleekertech
Submit your questions: [email protected]
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: [email protected] 
To follow our portfolio: https://247wallst.com/aiportfolio/
To follow Eric on X: https://x.com/bleekertech
Submit your questions: [email protected]
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: [email protected] 
To follow our portfolio: https://247wallst.com/aiportfolio/
To follow Eric on X: https://x.com/bleekertech
Submit your questions: [email protected]
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: [email protected] 
To follow our portfolio: https://247wallst.com/aiportfolio/
To follow Eric on X: https://x.com/bleekertech
Submit your questions: [email protected]
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.