Should Ban Pass, These 4 Stocks Will Benefit
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.
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.
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Matterfact has every podcast on Apple Podcasts and Spotify: 700K+ channels, 120M+ episodes.
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