In the first episode of the new year, Eric Bleeker and David Hanson discuss OpenAI's latest breakthrough and AI stocks' hot start to 2025. They also touch on NVIDIA's sharp rebound and the company's still-enviable position in the market.

Lastly, Eric shares the latest trade he's making in his $500,000 AI Portfolio.

In this episode, Eric Bleeker and David Hanson discuss the market's most volatile parts, explain Broadcom's sudden surge to a $1T+ market cap, and share Eric's latest buy in his $500,000 portfolio.

Follow complete coverage of all of Eric's AI trades here: https://247wallst.com/ai-portfolio/

In this episode, Eric Bleeker and David Hanson take the pulse of the market, exploring whether the "Next Wave' of AI is truly beginning. They dive into the latest earnings reports from Marvell (MRVL) and Credo (CRDO), unpack the rationale behind adding more capital to Eric's Broadcom (AVGO) position, and discuss the explosive demand for GPUs.

The duo also covers Salesforce’s surprising stock surge following lackluster earnings and guidance, fueled by excitement around AI agents. This sets the stage for new software investments, including Eric’s latest portfolio additions: Cadence and Synopsys.

On this bonus episode of the AI Investor Podcast from 24/7 Wall St, Eric Bleeker sits down with Simon Erickson to bring a new voice to the AI conversation. Eric and Simon discuss Tesla's path to $700 per share, a huge potential IPO in 2025, and one of Simon's favorite stocks to buy right now.

Simon Erickson is the founder and CEO of 7investing. He is one of the stock market’s most forward-looking investors, focused on identifying disruptive innovation and finding developing trends before others may even be aware of them.

Eric Bleeker and David Hanson take the temperature of the market's euphoria, dive into NVIDIA's latest earnings report, and discuss the various paths AI might take in the months and years ahead. And finally, Eric shares the latest addition to his $500k AI portfolio.

Eric Bleeker and David Hanson explain what recent results from the hyperscalers mean for the broader AI landscape, speculate on what the Trump presidency might do for the tech industry, and share the details of Eric's latest buys in the AI portfolio.

To follow along with the portfolio in real-time, follow Eric and 24/7 Wall Street on X.

Visit 24/7 Wall St. for all your market and investing news.

Eric Bleeker and David Hanson address whether ASML is a "Buy" after its recent pullback, discuss the large-cap tech stock most likely to disappoint, break down the implications of using nuclear to power AI, and share the details of Eric's latest buys in the AI portfolio.

To follow along with the portfolio in real-time, follow Eric and 24/7 Wall Street on X.

Visit 24/7 Wall St. for all your market and investing news.

Eric Bleeker and David Hanson chart the path for NVIDIA to soar to $200 per share. They also discuss using options strategies when investing in AI stocks, break down the implications of Tesla's latest event, and share the details of Eric's latest buy in the AI portfolio.

To follow along with the portfolio in real-time, follow Eric and 24/7 Wall Street on X.

Visit 24/7 Wall St. for all your market and investing news.