The AI Investor Podcast

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 AI Investor Podcast is a business podcast hosted by 24/7 Wall St., with 60 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

24/7 Wall St. hosts The AI Investor Podcast, a business show with 60 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #26

  A New Portfolio Add In Our Most Important Episode Of The Year

  Aug 12, 20261h 16mS2

  Even aside from the fact that Eric is announcing a new add to the portfolio, this just might be the most important episode of The AI Investor Podcast this year. With big news coming from huge companies like SpaceX, Nvidia, Google, Amazon, Microsoft and more just this last week, our hosts will make sure you have the information you need to properly construct your portfolio for the future. 0:00 Intro 3:30 Huge expectations with SpaceX 15:25 CoreWeave remains hot 16:00 Misconceptions about Microsoft 18:05 Updates on Amazon and Google 32:31 Bloom Energy is booming 39:39 Memory vs. Optics Battle 45:45 Nvidia news 57:34 Intel 1:00:50 Latest on Lumentum 1:05:07 More good news for Marvell? 1:09:41 Robotics 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.

  ListenShow Notes
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  Episode #25

  Should Ban Pass, These 4 Stocks Will Benefit

  Aug 6, 202655 minS2

  August is off to a great start for those who have been following our AI Investor Podcast. Several of our stocks enjoyed great weeks, and our AI Investor Podcast co-hosts believe we are just getting warmed up as the summer continues. This week, Eric Bleeker and Austin Smith are looking at several stocks, including Amazon, AMD, and Palantir, while exploring a potential buy in Ultra Clean Holdings Inc. Eric will also share four stocks that could benefit should Donald Trump's ban on China datacenter components be passed. 0:00 Intro 2:08 Market recap 4:35 Narratives surrounding hyperscalers changing this month 8:57 Trump admin reportedly banning China datacenter components 17:37 Leopold Aschenbrenner 20:37 Palantir, AMD and SpaceX 32:48 What we can learn from Marvell 38:24 SpaceX helping Nvidia trend in right direction 43:09 Shopify earnings 46:55 Ultra Clean Holdings Inc. a stock to watch 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.

  ListenShow Notes
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  Episode #24

  Nvidia Struggles, Analyzing Intel, and Eric Adds 3 New Stocks to the Portfolio

  Jul 30, 20261h 10mS2

  It's been a huge week in AI investing news, but our AI Investor Podcast co-hosts have put as much of the craziness as possible into just one episode for you. Microsoft and Meta made headlines for difference reasons, Intel had a week of wild turns, and Nvidia continued to struggle. All of that as well as THREE new adds to Eric's AI portfolio! 0:00 Intro 1:45 Market update 5:43 Latest with Leopold Aschenbrenner 7:20 Finding opportunities 10:00 Alphabet Captures 2026 AI Capex Alpha 10:40 OpenAI user numbers continue to increase 13:10 Nvidia struggles 19:00 Data center spending 22:46 Microsoft and Meta 32:47 Portfolio earnings (Lam Research, Intel and more) 40:30 Corning and Bloom Energy 55:15 Portfolio adds 1:01:10 Celestica news 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.

  ListenShow Notes
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  Episode #23

  Kimi K3 Is Here, The Next Big AI Bottleneck, And A Software Stock Ready To Surge

  Jul 23, 202631 minS2

  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.

  ListenShow Notes
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  The AI Investor Podcast

  Embrace The Chaos! Do Not Let These AI Investment Opportunities Pass You By!

  Jul 16, 202654 min

  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.

  ListenShow Notes

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