AI Researchers Are The New Rockstars
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 ...
6 Jul 202545min
Waymo, AI Acceleration, And a Surprise Addition To The Portfolio
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 ...
16 Jun 202545min
AI Enters The Cold War Chapter
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.
31 Mai 202552min
Full Speed Ahead! Hyperscalers Continue to Double Down on AI
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.
1 Mai 202542min
Stocks We're Buying During the Tariff-Tantrum + How AI Companies Might Be Impacted
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 ...
11 Apr 202545min
These Optical Stocks Could Be Set to Ride an AI Supercycle
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 t...
28 Mar 202552min
Recession or Huge Buying Opportunity?
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 e...
14 Mar 202547min
Powering Through the AI Market Sell-Off and the Best Stocks to Add to Right Now
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 mar...
28 Feb 202545min
