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The AI Investor Podcast

24/7 Wall St.

33 episodes

1 week ago

In the latest episode of The AI Investor Podcast, Austin and Eric discuss a pair of massive deals signed by OpenAI and announce some new additions to the portfolio. The two also look back on a bold call made by Eric about Nvidia during one of the show's first ever episodes. View Eric's Portfolio: https://247wallst.com/aiportfolio/ 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 quickl...

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In the latest episode of The AI Investor Podcast, Austin and Eric discuss a pair of massive deals signed by OpenAI and announce some new additions to the portfolio. The two also look back on a bold call made by Eric about Nvidia during one of the show's first ever episodes. View Eric's Portfolio: https://247wallst.com/aiportfolio/ 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 quickl...

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Episodes (20/33)

The AI Investor Podcast

OpenAI Signs Two Massive Deals and Two New Portfolio Buys

In the latest episode of The AI Investor Podcast, Austin and Eric discuss a pair of massive deals signed by OpenAI and announce some new additions to the portfolio. The two also look back on a bold call made by Eric about Nvidia during one of the show's first ever episodes. View Eric's Portfolio: https://247wallst.com/aiportfolio/ 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 quickl...

3 weeks ago

51 minutes

The AI Investor Podcast

AI Companies Entering A Game of Chips More Wild Than Westeros

In this week's episode of The AI Investor Podcast, Austin and Eric take a venture into Neoclouds. The two share their thoughts on the AI chip wars, the latest developments with Oracle and how updates from OpenAI are impacting usage. View Eric's Portfolio: https://247wallst.com/aiportfolio/ 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 econom...

1 month ago

1 hour 2 minutes

The AI Investor Podcast

BONUS INTERVIEW: Eric Speaks With Eric Jhonsa

Eric Bleeker recently had the opportunity to speak with tech-stock investor Eric Jhonsa on a variety of topics including his position on stocks such as Tecogen, Monday.com and Gitlab. View Eric's Portfolio: https://247wallst.com/aiportfolio/ 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 for...

1 month ago

39 minutes

The AI Investor Podcast

The 'Super Bowl of AI', Addressing Naysayers, and 1 Robotics Stock To Buy

Austin and Eric are celebrating the show's one-year anniversary in this episode of The AI Investor Podcast. The duo not only takes a look back at the past year in artificial intelligence, but look ahead to a new stock option that has earned a spot in the portfolio. View Eric's Portfolio: https://247wallst.com/aiportfolio/ Submit your questions: questions@247wallst.com

1 month ago

51 minutes

The AI Investor Podcast

Eric Speaks With Simon Erickson

This week, Eric Bleeker of The AI Investor Podcast caught up with 7investing CEO Simon Erickson to discuss a variety of topics including space investment opportunities, a technology that could give ASML Holding an advantage over the competition, and a stock option that has yet to be mentioned on the show in the past. View Eric's Portfolio: https://247wallst.com/aiportfolio/ Submit your questions: questions@247wallst.com

2 months ago

40 minutes

The AI Investor Podcast

GPT-5, Machines that Make Chips, and 2 New Small Cap AI Stocks I'm Buying

In the latest episode of The AI Investor Podcast, Austin and Eric cover a wide range of subjects including the latest updates for GPT-5, new stocks that could be worth a portfolio add, and how the world of artificial intelligence could contribute to changes in the world of video games.

2 months ago

56 minutes

The AI Investor Podcast

Bonus Episode 8/12/25: Q & A

In this special bonus episode of The AI Investor Podcast, Austin and Eric are answering viewer questions and share their personal introductions to the stock market.

2 months ago

27 minutes

The AI Investor Podcast

Earningspalooza, The First Portfolio Sell, and The Hunt For The Next Great YOLO Investment

In today's episode Eric and Austin discuss the phenomenal quarter from Meta and Microsoft, Amazon's disappointing numbers, earnings from Vertiv, ServiceNow, and Cloudflare. Eric issues the first ever sell in the AI Investor Portfolio, freeing up $50,000 of cash for the next great opportunity. The team discusses three promising areas to deploy that capital including Neoclouds, The Power Bottleneck, and Robotics. Follow the portfolio, including all current positions at: 247wal...

3 months ago

56 minutes

The AI Investor Podcast

Prometheus Unbound: The Expansion of AI Data Centers

In this episode of The AI Investor Podcast, Eric and Austin discuss a successful week in stocks, provide insight on when to avoid investments as it pertains to artificial intelligence and break down just how big Mark Zuckerberg is going with his new data centers.

3 months ago

57 minutes

The AI Investor Podcast

AI Researchers Are The New Rockstars

In today's episode, Eric and Austin discuss the intense rebound in the S&P 500 and The AI Portfolio, as well as Mark Zuckerberg's big ticket shopping spree, soaring compute and revenue run rates, how AI may impact healthcare, and the two biggest opportunities Nvidia CEO Jensen Huang sees today.

4 months ago

45 minutes

The AI Investor Podcast

Waymo, AI Acceleration, And a Surprise Addition To The Portfolio

In today's episode, Eric and Austin discuss Waymo, what earnings reveal about an expected AI slowdown, Meta's nine-figure bets on talent, and deploy the remaining funds in the $500,000 portfolio with a surprise investment.

4 months ago

45 minutes

The AI Investor Podcast

AI Enters The Cold War Chapter

In this episode of The AI Investor Podcast, Eric and Austin discuss the AI race entering The Cold War era, Nvidia's earnings, Saudi Arabia's mega investments, AI powered robotics, and more.

5 months ago

52 minutes

The AI Investor Podcast

Full Speed Ahead! Hyperscalers Continue to Double Down on AI

In this episode, David Hanson and Eric Bleeker discuss earnings and guidance from some of the market's most important AI players, including Meta, Microsoft, Amazon, and more.

6 months ago

42 minutes

The AI Investor Podcast

Stocks We're Buying During the Tariff-Tantrum + How AI Companies Might Be Impacted

In this episode, David Hanson and Eric Bleeker walk through the potential impact of a trade war or a recession on companies operating at the center of the AI revolution. Eric also shares the names of the companies to which he has continued to add money as shares sink lower.

6 months ago

45 minutes

The AI Investor Podcast

These Optical Stocks Could Be Set to Ride an AI Supercycle

In this episode, David Hanson and Eric Bleeker discuss the biggest AI headlines grabbing their attention this week. Additionally, Eric interviews Austin Bohlig from Industrial Tech Stock Analyst on the big opportunity in front of optical stocks right now. Click here to subscribe to Austin's Substack! To see full coverage of the AI Portfolio, click here!

7 months ago

52 minutes

The AI Investor Podcast

Recession or Huge Buying Opportunity?

In this episode, David Hanson and Eric Bleeker take stock of every company inside the AI portfolio and weigh in on the recession fears that have taken over the market. Additionally, Eric dives into earnings from 3 critical companies in the portfolio and explains what their results mean for the future To see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

7 months ago

47 minutes

The AI Investor Podcast

Powering Through the AI Market Sell-Off and the Best Stocks to Add to Right Now

In this episode, David Hanson and Eric Bleeker dive into the recent volatility hitting many AI-focused companies. Despite the rising sense of fear and uncertainty, Eric unloads his rant on why the market is missing the bigger (and longer-term) story unfolding before us. Additionally, Eric weighs on which companies in the $500,000 AI Portfolio offer the best risk-reward ratio today. To see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

8 months ago

45 minutes

The AI Investor Podcast

The #1 Stock for the AI Revolution in Software Development + an Earnings Reviews from the $500,000 AI Portfolio

Join David Hanson and Eric Bleeker as they discuss Europe's $100-Billion jump in AI and earnings from several of the companies Eric has backed in his $500,000 AI portfolio. Additionally, Eric shares the details behind an exciting new company he's buying in the portfolio -- a $11 billion market cap company that he calls the "best pure-play investment into the growth of coding assistant and the AI revolution in software development."

8 months ago

53 minutes

The AI Investor Podcast

5 Stocks We're Buying After the Dramatic 'DeepSeek Selloff'

Eric Bleeker and David Hanson dissect the recent market-moving news coming out of China and the company DeepSeek and the potential impact on the AI landscape. Eric dispels some of the false narratives being circulated in the media and shares how the recent breakthroughs are changing the way he invests in the space. More specifically, Eric shares five trades he's making to his $500,000 AI portfolio to better position himself for future changes.

9 months ago

45 minutes

The AI Investor Podcast

5 AI Stocks That Could Benefit From the Stargate's $500 Billion Vision

David Hanson and Eric Bleeker break down the buzz around “Stargate” and its massive $500 billion (or is it $10 billion?) investment headlines — figuring out what’s real and what might be just PR spin. They also dig into SK Hynix’s earnings (including why a 20x profit jump actually sent the stock down) and consider how the AI explosion could impact memory demand through 2025. Finally, the two explore OpenAI’s newly unveiled “Operator” tool, how it stacks up against Anthropic’s agent release, a...

9 months ago

23 minutes