エピソード

  • 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.

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    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.

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    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.

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    42 分
  • Stocks We're Buying During the Tariff-Tantrum + How AI Companies Might Be Impacted
    2025/04/11

    In this episode, David Hanson and Eric Bleeker walk through the potential impact of a trade war or a recession on companies operating at the center of the AI revolution. Eric also shares the names of the companies to which he has continued to add money as shares sink lower.

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    45 分
  • These Optical Stocks Could Be Set to Ride an AI Supercycle
    2025/03/28

    In this episode, David Hanson and Eric Bleeker discuss the biggest AI headlines grabbing their attention this week.

    Additionally, Eric interviews Austin Bohlig from Industrial Tech Stock Analyst on the big opportunity in front of optical stocks right now.

    Click here to subscribe to Austin's Substack!


    To see full coverage of the AI Portfolio, click here!

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    53 分
  • Recession or Huge Buying Opportunity?
    2025/03/14

    In this episode, David Hanson and Eric Bleeker take stock of every company inside the AI portfolio and weigh in on the recession fears that have taken over the market.

    Additionally, Eric dives into earnings from 3 critical companies in the portfolio and explains what their results mean for the future

    To see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

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    48 分
  • Powering Through the AI Market Sell-Off and the Best Stocks to Add to Right Now
    2025/02/28

    In this episode, David Hanson and Eric Bleeker dive into the recent volatility hitting many AI-focused companies. Despite the rising sense of fear and uncertainty, Eric unloads his rant on why the market is missing the bigger (and longer-term) story unfolding before us.

    Additionally, Eric weighs on which companies in the $500,000 AI Portfolio offer the best risk-reward ratio today.

    To see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

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    45 分
  • The #1 Stock for the AI Revolution in Software Development + an Earnings Reviews from the $500,000 AI Portfolio
    2025/02/14

    Join David Hanson and Eric Bleeker as they discuss Europe's $100-Billion jump in AI and earnings from several of the companies Eric has backed in his $500,000 AI portfolio. Additionally, Eric shares the details behind an exciting new company he's buying in the portfolio -- a $11 billion market cap company that he calls the "best pure-play investment into the growth of coding assistant and the AI revolution in software development."

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    53 分