The AI Investor Podcast

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/

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 cov...

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 assista...

Eric Bleeker and David Hanson dissect the recent market-moving news coming out of China and the company DeepSeek and the potential impact on the AI landscape. Eric dispels some of the false narratives being circulated in the media and shares how the recent breakthroughs are changing the way he invests in the space.  More specifically, Eric shares five trades he's making to his $500,000 AI por...

David Hanson and Eric Bleeker break down the buzz around “Stargate” and its massive $500 billion (or is it $10 billion?) investment headlines — figuring out what’s real and what might be just PR spin. They also dig into SK Hynix’s earnings (including why a 20x profit jump actually sent the stock down) and consider how the AI explosion could impact memory demand through 2025. Finally, the two explo...

In this episode, David Hanson and Eric Bleeker look at this week’s wildest and most exciting headlines and break down earnings from Taiwan Semiconductor. Next, Eric gives a deep dive into a fast-growing market segment that is expected to balloon 26x in the years ahead and his top 3 ways to play it. To see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

In this episode, David Hanson and Eric Bleeker dive in and do a full review of all 15 stocks currently held in the $500,000 AI Portfolio that Eric is managing in full view of listeners. Eric breaks down the major trends he's aiming to capitalize on within the portfolio. Additionally, Eric shares 3 more high-risk, high-reward AI stocks that could double in the year ahead if a few positive cata...

In the first episode of the new year, Eric Bleeker and David Hanson discuss OpenAI's latest breakthrough and AI stocks' hot start to 2025. They also touch on NVIDIA's sharp rebound and the company's still-enviable position in the market. Lastly, Eric shares the latest trade he's making in his $500,000 AI Portfolio.

In this episode, Eric Bleeker and David Hanson discuss the market's most volatile parts, explain Broadcom's sudden surge to a $1T+ market cap, and share Eric's latest buy in his $500,000 portfolio. Follow complete coverage of all of Eric's AI trades here: https://247wallst.com/ai-portfolio/

In this episode, Eric Bleeker and David Hanson take the pulse of the market, exploring whether the "Next Wave' of AI is truly beginning. They dive into the latest earnings reports from Marvell (MRVL) and Credo (CRDO), unpack the rationale behind adding more capital to Eric's Broadcom (AVGO) position, and discuss the explosive demand for GPUs. The duo also covers Salesforce’s surpris...

On this bonus episode of the AI Investor Podcast from 24/7 Wall St, Eric Bleeker sits down with Simon Erickson to bring a new voice to the AI conversation. Eric and Simon discuss Tesla's path to $700 per share, a huge potential IPO in 2025, and one of Simon's favorite stocks to buy right now. Simon Erickson is the founder and CEO of 7investing. He is one of the stock market’s most forwar...

Eric Bleeker and David Hanson take the temperature of the market's euphoria, dive into NVIDIA's latest earnings report, and discuss the various paths AI might take in the months and years ahead. And finally, Eric shares the latest addition to his $500k AI portfolio.

Eric Bleeker and David Hanson explain what recent results from the hyperscalers mean for the broader AI landscape, speculate on what the Trump presidency might do for the tech industry, and share the details of Eric's latest buys in the AI portfolio. To follow along with the portfolio in real-time, follow Eric and 24/7 Wall Street on X. Visit 24/7 Wall St. for all your market and investing ne...

Eric Bleeker and David Hanson address whether ASML is a "Buy" after its recent pullback, discuss the large-cap tech stock most likely to disappoint, break down the implications of using nuclear to power AI, and share the details of Eric's latest buys in the AI portfolio. To follow along with the portfolio in real-time, follow Eric and 24/7 Wall Street on X. Visit 24/7 Wall St. for a...

Eric Bleeker and David Hanson chart the path for NVIDIA to soar to $200 per share. They also discuss using options strategies when investing in AI stocks, break down the implications of Tesla's latest event, and share the details of Eric's latest buy in the AI portfolio. To follow along with the portfolio in real-time, follow Eric and 24/7 Wall Street on X. Visit 24/7 Wall St. for all yo...

Eric Bleeker and David Hanson share the details of the newest stock Eric is about to add to the $500,000 AI portfolio -- a small $5 billion company that could be poised to hit an inflection point. They also answer a few listener questions and fill you in on the biggest AI news from the past few weeks To follow along with the portfolio in real-time, follow Eric and 24/7 Wall Street on X. Visit 24/7...

Eric Bleeker and David Hanson share the details of an exciting new feature of the show – the launch of a $500,000 real-money portfolio that will be managed and discussed in full view of our listeners – allowing you to follow along with the exact, high-conviction trades we’re making in the AI space. They also hit on the biggest AI news stories of the past two weeks. To follow along with the portfol...

On this first-ever episode, Eric Bleeker and David Hanson explain why they're choosing now to launch this show and dive into the latest numbers and the story behind the market’s biggest stock – NVIDIA, of course. And finally, Eric shares three other publicly traded companies, that get less attention than NVIDIA, but could be a part of the next big wave of AI winners.