The AI Investor Podcast

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 Intro

1:59 The good, the bad and the ugly of selloffs
4:16 Alphabet earnings
5:03 Kimi K3 arrives
12:30 Concerns for Nvidia?
15:18 Recognizing the next AI bottleneck
21:10 AMD and Anthropic teamup
24:45 STMicroelectronics
25:55 FTAI Aviation
28:00 ServiceNow earnings
Natural Gas Memo: https://colossus.com/wp-content/uploads/2026/07/letter-III-got-gas.pdf

https://www.investicon.ie/

Promo Code: 247WALLST200

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.

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 both regards, as well as share updates on Aehr Test Systems, IBM, Meta and more.

0:00 Intro

4:27 Recent AI winners now struggling
8:30 Growth of agentic AI
11:30 Latest with hyperscalers
15:50 Buy low options
22:00 Interest rate concerns
23:30 Warren Buffet comments
27:20 Concerns with optics
29:22 Delays with Nvidia
34:56 Meta
40:37 Software play
42:30 Aehr Test Systems
47:00 IBM hit hard

https://www.investicon.ie/

Promo Code: 247WALLST200

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.

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 Intro

2:44 Memory

10:15 Return of CPUs

13:33 Off-grid energy

17:48 Optics explosion

27:00 Marvell among biggest winners

33:31 Robotics

40:00 Portfolio add

53:30 Stocks to watch moving forward

https://www.investicon.ie/

Promo Code: 247WALLST200

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.

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 memory is impacting Apple's upcoming iPhone release and why robotics is on a roll.
0:00 Intro
1:22 Market Watch
2:42 Portfolio recap
5:14 Optical stocks struggling
6:25 All in on Onto Innovation Inc
19:25 Impact of interest rates
21:20 Meta news
29:10 Apple's memory pinch
35:35 Robotics plays
https://www.investicon.ie/
Promo Code: 247WALLST200
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.

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 AI marketplace and what investors can expect from artificial intelligence in the coming weeks.
0:00 Intro
:50 Micron and memory continues to boom
4:44 The semiconductor space
6:21 More on Micron's earnings
10:16 Micron vs. Nvidia
16:54 Hyperscalers are down
20:05 Performances of recent recommendations
22:25 The latest with Alphabet
25:55 Struggling stocks
29:17 Q &. A
Eric's ETF Tiers: https://www.youtube.com/watch?v=r43CbeJ43P4
Noam Brown: https://x.com/polynoamial/status/2064210146558136827
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.