エピソード

  • GPT-5, Machines that Make Chips, and 2 New Small Cap AI Stocks I'm Buying
    2025/08/15

    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.

    続きを読む 一部表示
    57 分
  • Bonus Episode 8/12/25: Q & A
    2025/08/12

    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.

    続きを読む 一部表示
    27 分
  • Earningspalooza, The First Portfolio Sell, and The Hunt For The Next Great YOLO Investment
    2025/08/01

    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: 247wallst.com/aiportfolio

    続きを読む 一部表示
    56 分
  • Prometheus Unbound: The Expansion of AI Data Centers
    2025/07/20

    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.

    続きを読む 一部表示
    57 分
  • AI Researchers Are The New Rockstars
    2025/07/06

    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.

    続きを読む 一部表示
    46 分
  • Waymo, AI Acceleration, And a Surprise Addition To The Portfolio
    2025/06/16

    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.

    続きを読む 一部表示
    46 分
  • AI Enters The Cold War Chapter
    2025/05/31

    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.

    続きを読む 一部表示
    53 分
  • Full Speed Ahead! Hyperscalers Continue to Double Down on AI
    2025/05/01

    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.

    続きを読む 一部表示
    42 分