The AI Investor Podcast

Is robotics and automation the next massive trillion-dollar AI investment boom? In this episode of The AI Investor Podcast, Eric Bleeker breaks down why physical AI and advanced robotics have taken longer to commercialize than many early predictors expected, but why the sector is one rich with investment opportunities now more than ever. Eric provides a potential game plan to ensure you don't...

With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance .  AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever tic...

With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance .  AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever tic...

With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance .  AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever tic...

Finding the real AI winners in a flooded market can be extremely time consuming and difficult. Fortunately, Eric Bleeker the co-host of The AI Investor Podcast has you covered. During a recent presentation in Dublin, Eric not only decoded the AI boom and what to expect in the coming years, but provided insight on where investors can find some stocks that are set to soar in 2027 and beyond. Whether...

In the latest episode of The AI Investor Podcast, co-host Eric Bleeker placed several stocks, including Credo, Broadcom and Snowflake under his microscope to examine each a little more closely. He also shared recent news regarding Amazon, discussed what is next for Anthropic, and shared the top three stocks he believes investors would be most satisfied owning for the next ten years. All that as we...

Marvell has been in the news lately thanks to its recent partnership with Alphabet, but as Eric Bleeker notes in this episode of The AI Investor Podcast, there's an older deal that was reached by the semiconductor company that should be just as newsworthy. Nvidia recently announced earnings as did Semtech. Eric will break down those announcements, discuss his position on Nokia and speak with...

AI volatility is back, but underneath the market noise, a massive new growth cycle is emerging thanks to major AI developments in healthcare. We'll be breaking that down in this episode of The AI Investor Podcast along with topics such as Marvell’s landmark Google contract, why token consumption is accelerating faster than expected and what that means for Nvidia, as well as specific supply ch...

Even aside from the fact that Eric is announcing a new add to the portfolio, this just might be the most important episode of The AI Investor Podcast this year. With big news coming from huge companies like SpaceX, Nvidia, Google, Amazon, Microsoft and more just this last week, our hosts will make sure you have the information you need to properly construct your portfolio for the future. 0:00 Intr...

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 In...

It's been a huge week in AI investing news, but our AI Investor Podcast co-hosts have put as much of the craziness as possible into just one episode for you. Microsoft and Meta made headlines for difference reasons, Intel had a week of wild turns, and Nvidia continued to struggle. All of that as well as THREE new adds to Eric's AI portfolio! 0:00 Intro 1:45 Market update 5:43 Latest with...

As market volatility continues to create concerns for investors, the hosts of The AI Investor Podcast is here to navigate you through rocky waters just like Odysseus himself. In this week's episode, Eric Bleeker and Austin Smith are investigating what could be the next big AI bottleneck, discussing the latest with Alphabet and sharing a software stock that could be ready to surge. 0:00 Intro...

Market volatility is leading to investing concerns among some, but The AI Investor Podcast is encouraging its viewers to embrace the chaos. Now could be the time to invest in companies that previously appeared to be out of reach. But at the same time, be sure to not let what could be a diamond in the rough pass you by. Eric Bleeker and Austin Smith are back this week to make recommendations in bot...

At the beginning of the year, Eric Bleeker provided 12 trends in AI that investors would want to keep an eye on in 2026. Halfway through the year, Eric is discussing how many of his predictions have panned out, and naming a few new stocks you will want to watch closely. All that and a new add to the portfolio in a jam-packed episode you don't want to miss out on! 0:00 Intro 2:44 Memory 10:15...

Meta stocks jumped 10% this week following its latest announcement; an announcement that Eric predicted could come on the previous episode. So what does Eric's crystal ball tell him will come next? On this week's episode of The AI Investor Podcast, co-hosts Eric Bleeker and Austin Smith are not only discussing the latest news to come out of Meta, but chat about Onto Innovation, how memor...

It looks as if it's Micron's world now and the rest of us are just paying rent. But how long can it's hot streak continue? In this episode of The AI Investor Podcast, Eric Bleeker and Austin Smith are looking at Micron's continued success, as well as the struggles of stocks like Alphabet and Meta. The two will also be diving into the mailbag to answer your questions about the A...

SpaceX may conjure up thoughts of rockets getting launched up towards the stars, but as Eric Bleeker explains in this episode of The AI Investor Podcast, the impact its recent IPO launch could have on AI investors is just as infinite as space itself. Eric investigates the bull vs. bear case for whether or not he's a believer in acquiring shares of SpaceX, and discusses stocks that could eithe...

This episode of The AI Investor Podcast has a little bit of everything from the latest news coming out of Anthropic to some additional spending in the portfolio. Eric will also share whether he is feeling bullish or bearing on Broadcom following a tough week as well as share 13 stocks he is keeping his eye on. All that and even a little Q & A in this jam packed episode you don't want to m...

The dynamic duo of Austin and Eric are back for another episode of The AI Investor Podcast. In this week's episode, the hosts are discussing recent news from Alphabet and Marvell. They will also explore "The Parabolic 7" and why it may be in need of a name change. 0:00 Intro 3:26 Latest with Marvell, Micron 6:27 The Parabolic 7 Is Here 9:05 The soaring semiconductor industry 13:38 M...

Austin and Eric are together again for another episode of The AI Investor Podcast. The duo tackle a number of topics surrounding memory this week, including whether or not it's too late to invest in memory, an update on Nvidia, the growth of Micron and what a historic eight-week run might mean for the rest of 2026 and beyond. 1:00 - Market remains hot 12:30 - Memory margins 14:00 Micron growt...

IPO mania continues this week with SpaceX. In addition to the latest news on Elon Musk's big move, this week's episode of The AI Investor Podcast also includes an up-to-date report on Nvidia and an interview with portfolio manager John Rotoni. John discusses his process of selecting stocks, chats about a bold prediction made by Trane Technologies and shares why he is so excited about wha...

IPO mania has begun with Cerebras and the market is about to undergo some big changes. This episode of The AI Investor Podcast will give you some of the knowledge and tools you need to go to get ahead. Eric Bleeker and Austin Smith will also provide analysis on a red-hot market and stocks including Intel, Micron and Taiwan Semiconductor. As if all of that wasn't enough, Eric is also announcin...

You had questions and both Eric Bleeker and Austin Smith were ready to provide answers on this special bonus episode of The AI Investor Podcast. Among the questions tackled are Eric's process for investing as well as his thoughts on stocks like Palantir (PLTR), Axon Enterprise (AXON) and American Superconductor (AMSC). 5:10 - The timing of entry points 8:52 - American Superconductor Corp 12:3...

Eric Bleeker and Austin Smith are back for another episode of The AI Investor Podcast, and being reunited has never felt so good. The AI market continues to trend in the right direction, and the two are ready to breakdown the latest news with stocks including Meta and Alphabet. As if that wasn't enough, Eric also makes two new adds to the portfolio. 4:03 Earnings updates 10:21 Google surging...

The market is red hot right now, and Eric Bleeker is ready to explain why as well as what comes next. In this episode of The AI Investor Podcast, Eric is doing some buying and selling, but also breaking down stocks like Intel and whether or not they can continue to enjoy the type of success they've seen of late.  Here are some key topics on today's episode: 1:20 Historic run on Wall Stre...