Episodes

  • Prometheus Unbound: The Expansion of AI Data Centers
    Jul 18 2025

    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.

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    45 mins
  • AI Researchers Are The New Rockstars
    Jul 6 2025

    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.

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    46 mins
  • Waymo, AI Acceleration, And a Surprise Addition To The Portfolio
    Jun 16 2025

    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 mins
  • AI Enters The Cold War Chapter
    May 31 2025

    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 mins
  • Full Speed Ahead! Hyperscalers Continue to Double Down on AI
    May 1 2025

    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 mins
  • Stocks We're Buying During the Tariff-Tantrum + How AI Companies Might Be Impacted
    Apr 11 2025

    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 mins
  • These Optical Stocks Could Be Set to Ride an AI Supercycle
    Mar 28 2025

    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 mins
  • Recession or Huge Buying Opportunity?
    Mar 14 2025

    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 mins