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Artwork for The AI Investor Podcast

The AI Investor Podcast

24/7 Wall St.
NVIDIA
Artificial Intelligence
Openai
Semiconductors
Marvell
Broadcom
Snowflake
Robotics
Taiwan Semiconductor
Amazon
Meta
Microsoft
Oracle
Deepseek
LIDAR
Memory Stocks
Data Centers
Coherent
AI Stocks
S&P 500

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... more

PublishesWeeklyEpisodes53Founded2 years ago
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BusinessInvesting

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Artwork for The AI Investor Podcast

Latest Episodes

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... more

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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.... more

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 to... more

YouTube

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 ... more

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Recent Guests

Neil Austin
Guest on SpaceX episode
Episode: SpaceX Goes Public! Is It A Launch Pad For Investors Or A Black Hole?
John Rotoni
Portfolio manager at Bastion Fiduciary
Bastion Fiduciary
Episode: Nvidia, SpaceX and a Bold Prediction on Trane Technologies
Aaron Bush
Co-founder of Naavik, consultant to the video game industry
Naavik
Episode: A Stock Play In A $332 Billion Industry We Need To Discuss Investing In
Emmett Savage
Founder of My Wall Street
My Wall Street
Episode: Prometheus Unbound: The Expansion of AI Data Centers
Austin Bohlig
Expert in Optical Networking and Founder of Substack Industrial Tech Stock Analyst
Substack Industrial Tech Stock Analyst
Episode: These Optical Stocks Could Be Set to Ride an AI Supercycle
Simon Erickson
Founder of 7investing, a market-leading research firm for individual investors
7investing
Episode: Can AI Propel Tesla to $700 Per Share? Bonus Episode with 7investing's Simon Erickson

Hosts

Eric Bleeker
Host of The AI Investor Podcast; affiliated with 24/7 Wall St / 24/7 Wall Street.
Austin Smith
Co-host of the show; discusses AI investing themes and stock ideas.

Reviews

5.0 out of 5 stars from 193 ratings
  • Great Insights and hosts

    Really love the depth on the most important time - so educational on how the world really works from A to Z in the AI space :) Looking forward to more on physical AI as we start moving out of the data centers :)

    Apple Podcasts
    5
    peter_666
    Denmarka month ago
  • Excellent

    Very interesting, only recently come across this , they give a wide range of AI shares , they always giving the PE and growth perspective. Do your own research after but I’ve had a few gems !

    Apple Podcasts
    5
    Templeton Walker
    United Kingdom2 months ago
  • I see you, Austin!

    As a new dad and even newer investor, I’m genuinely grateful for these guys. The RODI (insert proud dad joke-return on download investment) blows my mind every time I look at my portfolio. Eric has deep expertise but my boy Austin has real talent for steering the conversation making the show highly engaging.

    Apple Podcasts
    5
    PauliePS
    United States2 months ago
  • Great find.

    Really great listening wished it was weekly.

    Great info this was the impetus for my first equities investment at the age of 64. Thanks and keep it coming.

    Apple Podcasts
    5
    Blacky5718
    United States2 months ago
  • Excellent

    New follower here. Looking forward to be a regular. Would love a “catch up” episode on new people like me on things that we might have missed out on. The website should hopefully help with that. Looking forward to long term. Thank you

    Apple Podcasts
    5
    Albania1989Daniel
    United States2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The hosts deliver deep AI investing insights and practical stock ideas that help portfolios.
Engaging hosts and clear explanations make complex AI topics accessible to non-tech investors.
Listeners praise depth of market understanding and actionable recommendations.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#231
Canada/Business/Investing
Apple Podcasts
#43
Chile/Business/Investing
Apple Podcasts
#61
Ireland/Business/Investing
Apple Podcasts
#114
Singapore/Business/Investing
Apple Podcasts
#184
Ireland/Business
Apple Podcasts
#189
Singapore/Business

Talking Points

Recent interactions between the hosts and their guests.

AI Investor Podcast Q & A Bonus Episode - May 2026
Q: Do you see a place for Palantir in the AI portfolio?
We discuss Palantir mainly from a valuation and revenue mix perspective, noting momentum in government contracts versus commercial growth, and we emphasize that Palantir isn't excluded, but its pace and balance of government vs. commercial revenue influence our view.
The 'Super Bowl of AI', Addressing Naysayers, and 1 Robotics Stock To Buy
Q: What concerns you the most as you enter the second year of the portfolio?
I would say we've talked about overall valuation. Stocks remain near historically high levels. I do think we'll continue looking at a lot of small cap opportunities.
Recession or Huge Buying Opportunity?
Q: So how much do you think is the market saying, we're skeptical that the current infrastructure and the current kind of trajectory of AI is going to remain consistent versus recession?
As of right now, recession is the predominant fear driving market performance, overshadowing other factors like advancements in AI.
Recession or Huge Buying Opportunity?
Q: Where's your head at in navigating the headline grabbing things like tariffs?
Navigating through tariffs and market volatility requires understanding the underlying fundamentals and potential impacts on companies, despite the noisy headlines.
The Giant AI Market Poised to Grow 26X and 3 Stocks Set to Benefit
Q: Is there an ETF that you would recommend of the AI stocks that you like?
There isn't a one-size-fits-all solution for investing in AI stocks through ETFs. However, some ETFs focus on tech stocks, but they often don't provide the specialized exposure that direct stock investments would offer. If you prefer ETFs for ease of investment, ensure they align with your specific AI investment strategy.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The AI Investor Podcast

What is The AI Investor Podcast about and what kind of topics does it cover?

- This show centers on AI-enabled investing, with frequent deep dives into AI hardware, memory, data-center infrastructure, and the corporate players shaping the AI supply chain. Episodes mix market context, stock ideas, earnings reactions, and thematic bets across semiconductors, memory, optics, and AI infrastructure, often layering macro trends with specific company cases. A standout aspect is the practical, portfolio-focused approach: hosts share positions, risk controls, and long-term theses, while highlighting how AI adoption could drive durable, capital-intensive growth across industries.

- Notable for its two-host dynamic and accessible treatment of complex tech and capital expenditure cycles, with a strong emphasis on actionable ide... more

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These podcasts share a similar audience with The AI Investor Podcast:

1. Motley Fool Hidden Gems Investing
2. Investing Experts
3. Barron's Live
4. Chit Chat Stocks
5. Excess Returns

How many episodes of The AI Investor Podcast are there?

The AI Investor Podcast launched 2 years ago and published 53 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The AI Investor Podcast?

Recent guests on The AI Investor Podcast include:

1. Neil Austin
2. John Rotoni
3. Aaron Bush
4. Emmett Savage
5. Austin Bohlig
6. Simon Erickson

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