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 Street

3:45 Power management chips

12:06 Why semiconductor companies in a great position

14:00 Intel

17:08 Anthropic

20:35 Portfolio updates

36:56 Buy and sell recommendations

44:00 What the supply chain reveals about what's next

If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com

To follow our portfolio: https://247wallst.com/aiportfolio/

To follow Eric on X: https://x.com/bleekertech

Submit your questions: questions@247wallst.com

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.

In this episode, Eric Bleeker speaks with Aaron Bush, the co-founder of Naavik. Naavik was founded in 2019, and helps companies across the games industry achieve success through avenues including game design, market research and AI strategy. Aaron shares how the video game industry is impacting entertainment as well as the stock market, and shares a potential buy option for investors. In 2025, the global gaming market was valued as high as $332 billion, with gamers often spending more time on various platforms than some people spend watching Netflix.

Here are some key topics on today's episode:

:45 The market strikes back

3:30 Conflict in Iran continues to impact stocks

3:50 Anthropic's Mythos continues to get hype

11:28 Interview with Aaron Bush

12:39 Origins of Naavik

16:10 State of the video game industry

20:09 Investing opportunities

24:30 Impact of Genie 3 on industry

33:50 Grand Theft Auto 6

36:15 Crimson Desert controversy

37:10 Video game companies embracing AI

38:42 Unity Technologies as a stock play

47:55 Last two stocks purchased

53:02 Recommendation

Naavik website: https://naavik.co/

If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com

To follow our portfolio: https://247wallst.com/aiportfolio/

To follow Eric on X: https://x.com/bleekertech

Submit your questions: questions@247wallst.com

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.

In this episode, Eric and Austin take an in-depth look at the portfolio and where they stand on several stocks and allocations. Eric even makes a new add.

Here are some key topics on today's episode:

4:15 - Magnificent Seven stocks are struggling

7:51 - The latest with Anthropic and Mythos

9:40 OpenAI shuts down Sora

20:42 - Processor and semiconductor stocks

29:40 Optics stocks

34:20 Memory stocks

36:43 Favorite software play

43:41 Wins in data centers and power including Vertiv

49:35 Ouster continues to shine in portfolio

50:52 Eric unveils new portfolio add in Semtech Corp.

If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com

To follow our portfolio: https://247wallst.com/aiportfolio/

To follow Eric on X: https://x.com/bleekertech

Submit your questions: questions@247wallst.com

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.