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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

PublishesWeeklyEpisodes60Founded2 years ago
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Artwork for The AI Investor Podcast

Latest Episodes

Even aside from the fact that Eric is announcing a new add to the portfolio, this just might be the most important episode of The AI Investor Podcast this year. With big news coming from huge companies like SpaceX, Nvidia, Google, Amazon, Microsoft a... more

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August is off to a great start for those who have been following our AI Investor Podcast. Several of our stocks enjoyed great weeks, and our AI Investor Podcast co-hosts believe we are just getting warmed up as the summer continues. This week, Eric B... more

It's been a huge week in AI investing news, but our AI Investor Podcast co-hosts have put as much of the craziness as possible into just one episode for you. Microsoft and Meta made headlines for difference reasons, Intel had a week of wild turns, an... more

As market volatility continues to create concerns for investors, the hosts of The AI Investor Podcast is here to navigate you through rocky waters just like Odysseus himself. In this week's episode, Eric Bleeker and Austin Smith are investigating wha... more

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Key Facts

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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?
Emmett Savage
Founder of My Wall Street and Investicon organizer
My Wall Street / Investicon
Episode: Alphabet, Marvell, And Introducing The Parabolic 7
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
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 204 ratings
  • Excellent investor podcast

    Fantastic show, been listening since the very beginning. Great insights and research and highly informative delivered in a very clear and concise manner. 5 starts, well done and keep up the great work team.

    Apple Podcasts
    5
    BigDano1976
    Ireland13 days ago
  • Beyond Trends, Nuance Analysis

    Eric combines deep technical research with behavioral finance investing principles to create a unique approach to building wealth.

    Apple Podcasts
    5
    ProShopGuyMF
    United Statesa month ago
  • 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
    Denmark3 months 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 Kingdom3 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 States3 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
#236
Australia/Business/Investing
Apple Podcasts
#56
Denmark/Business/Investing
Apple Podcasts
#102
Chile/Business/Investing
Apple Podcasts
#180
Ireland/Business/Investing
Apple Podcasts
#212
India/Business/Investing
Apple Podcasts
#239
Denmark/Business

Talking Points

Recent interactions between the hosts and their guests.

Micron Mystifying The Market... Can It Continue?
Q: What are the strongest tailwinds for memory demand right now?
The guests explain that long-term customer agreements through 2030 and pricing power in DRAM/NAND, coupled with AI data-center and robotics memory needs, create durable demand beyond short-term cycles, making Micron a central player as memory becomes a larger share of AI infrastructure spend.
Alphabet, Marvell, And Introducing The Parabolic 7
Q: What's your take on Power Solutions?
Power Solutions is discussed as part of the broader infrastructure narrative, with attention to Behind the Meter opportunities and permitting delays; the hosts see potential but emphasize a measured approach and ongoing research before taking a firm stance.
Alphabet, Marvell, And Introducing The Parabolic 7
Q: What can you say about Nokia?
Nokia has surged year-to-date with strong assets from its legacy networking strengths, but it remains a complex pick with rich valuation and potential for broader conglomerate exposure in optics; the hosts plan to compare it more broadly with other optics players in upcoming episodes.
Buy or Sell on Broadcom, Anthropic News, Data Center Drama And Eric's AI Shopping Spree
Q: Is the thesis for Sienna broken?
No, the host argues Sienna still has solid growth and backlog, with scale across advantages that keep the thesis intact despite a price sell-off.
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.

Audience Metrics

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

Listeners per Episode
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Interests
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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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Which podcasts are similar to The AI Investor Podcast?

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

1. Motley Fool Hidden Gems Investing
2. Chit Chat Stocks
3. Invest Like the Best with Patrick O'Shaughnessy
4. Rule Breaker Investing
5. The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

How many episodes of The AI Investor Podcast are there?

The AI Investor Podcast launched 2 years ago and published 60 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. Emmett Savage
3. John Rotoni
4. Aaron Bush
5. Austin Bohlig
6. Simon Erickson

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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