A New Portfolio Add In Our Most Important Episode Of The Year
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.
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.
Loading content...
Read the full transcript
Matterfact has every podcast on Apple Podcasts and Spotify: 700K+ channels, 120M+ episodes.
The candid version is on a podcast,
not the earnings call.
Matterfact turns the conversations your coverage is already having into a searchable, citable record — across every episode, not just this one.