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This week on The AI Investor Podcast, Eric Bleeker and Austin Smith are taking viewer questions as they pertain to the semiconductor space, ETF recommendations and more. The two will also look at memory and what investors can expect from stocks like Micron and SanDisk in the coming months. Micron recently delivered blowout earnings yet again, but does that mean its time for investors to sell or is the best still to come? Last but not least, Google strikes back with Gemini 4 Argon. Eric and Austin give their early impressions as to whether or not this latest model stacks up against the competition. All that and more!

0:00 Intro

2:50 Micron announces earnings

5:50 The future of memory in AI investing

9:55 Breaking down buybacks

13:20 Relationship between memory and robotics moving forward

16:45 How Google's Gemini 4 Argon stacks up against the competition

24:45 Vicor Corp

29:16 Nebius Group

33:00 ETF recommendations

36:19 ON Semiconductor

39:19 American Semiconductor Corporation disappointing news

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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.