Memory Mania: Nvidia News And Mighty Micron Soars As Company Tops $1 Trillion in Market Cap

Memory Mania: Nvidia News And Mighty Micron Soars As Company Tops $1 Trillion in Market Cap

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 growth 22:20 - ACN Research 24:40 - ONTO 26:30 - Globalfoundries 51:00 - Earnings 44:30 - Parker-Han...

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Avsnitt(56)

Embrace The Chaos! Do Not Let These AI Investment Opportunities Pass You By!

Embrace The Chaos! Do Not Let These AI Investment Opportunities Pass You By!

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...

16 Juli 53min

AI Investment Trends You Can't Miss And A New Portfolio Add!

AI Investment Trends You Can't Miss And A New Portfolio Add!

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 p...

8 Juli 1h 9min

Robotics On A Roll, Apple's Memory Pinch and Meta Makes 10% Jump

Robotics On A Roll, Apple's Memory Pinch and Meta Makes 10% Jump

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...

2 Juli 44min

Micron Mystifying The Market... Can It Continue?

Micron Mystifying The Market... Can It Continue?

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...

25 Juni 53min

SpaceX Goes Public! Is It A Launch Pad For Investors Or A Black Hole?

SpaceX Goes Public! Is It A Launch Pad For Investors Or A Black Hole?

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...

18 Juni 41min

Buy or Sell on Broadcom, Anthropic News, Data Center Drama And Eric's AI Shopping Spree

Buy or Sell on Broadcom, Anthropic News, Data Center Drama And Eric's AI Shopping Spree

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 fee...

11 Juni 1h 14min

Alphabet, Marvell, And Introducing The Parabolic 7

Alphabet, Marvell, And Introducing The Parabolic 7

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 explo...

4 Juni 59min

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