The AI Investor Podcast

This episode of The AI Investor Podcast has a little bit of everything from the latest news coming out of Anthropic to some additional spending in the portfolio. Eric will also share whether he is feeling bullish or bearing on Broadcom following a tough week as well as share 13 stocks he is keeping his eye on. All that and even a little Q & A in this jam packed episode you don't want to miss.
0:00 Intro
1:50 Market Volatility
15:01 Claude releases Mythos AKA Fable
16:46 13 Stocks Eric Bought With Markets Plummeting
20:24 Broadcom
34:31 Anthropic continues to win
40:13 Data center drama unfolding
45:45 800V market plummets
57:30 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.

The dynamic duo of Austin and Eric are back for another episode of The AI Investor Podcast. In this week's episode, the hosts are discussing recent news from Alphabet and Marvell. They will also explore "The Parabolic 7" and why it may be in need of a name change.
0:00 Intro
3:26 Latest with Marvell, Micron
6:27 The Parabolic 7 Is Here
9:05 The soaring semiconductor industry
13:38 More with Marvell
20:02 Portfolio updates
22:57 Alphabet news
30:35 What's next for Broadcom?
36:17 Credo news
38:38 Q &. A
46:21 Eric is heading to Dublin

Eric's ETF Tiers: https://www.youtube.com/watch?v=r43CbeJ43P4
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
More on Eric's Dublin appearance: investicon.ie
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.

Austin and Eric are together again for another episode of The AI Investor Podcast. The duo tackle a number of topics surrounding memory this week, including whether or not it's too late to invest in memory, an update on Nvidia, the growth of Micron and what a historic eight-week run might mean for the rest of 2026 and beyond.
1:00 - Market remains hot

12:30 - Memory margins

14:00 Micron growth

22:20 - ACN Research

24:40 - ONTO

26:30 - Globalfoundries

51:00 - Earnings

44:30 - Parker-Hannifin Corporation
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.

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: contact@flywheelpublishing.com 
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: 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.

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: 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.
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.