Join David Hanson and Eric Bleeker as they discuss Europe's $100-Billion jump in AI and earnings from several of the companies Eric has backed in his $500,000 AI portfolio. Additionally, Eric shares the details behind an exciting new company he's buying in the portfolio -- a $11 billion market cap company that he calls the "best pure-play investment into the growth of coding assistant and the AI revolution in software development."

Eric Bleeker and David Hanson dissect the recent market-moving news coming out of China and the company DeepSeek and the potential impact on the AI landscape. Eric dispels some of the false narratives being circulated in the media and shares how the recent breakthroughs are changing the way he invests in the space. More specifically, Eric shares five trades he's making to his $500,000 AI portfolio to better position himself for future changes.

David Hanson and Eric Bleeker break down the buzz around “Stargate” and its massive $500 billion (or is it $10 billion?) investment headlines — figuring out what’s real and what might be just PR spin. They also dig into SK Hynix’s earnings (including why a 20x profit jump actually sent the stock down) and consider how the AI explosion could impact memory demand through 2025. Finally, the two explore OpenAI’s newly unveiled “Operator” tool, how it stacks up against Anthropic’s agent release, and why it’s got everyone talking about the future of autonomous AI.

In this episode, David Hanson and Eric Bleeker look at this week’s wildest and most exciting headlines and break down earnings from Taiwan Semiconductor. Next, Eric gives a deep dive into a fast-growing market segment that is expected to balloon 26x in the years ahead and his top 3 ways to play it.

To see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

In this episode, David Hanson and Eric Bleeker dive in and do a full review of all 15 stocks currently held in the $500,000 AI Portfolio that Eric is managing in full view of listeners. Eric breaks down the major trends he's aiming to capitalize on within the portfolio.

Additionally, Eric shares 3 more high-risk, high-reward AI stocks that could double in the year ahead if a few positive catalysts occur.

To see full coverage of the AI Portfolio, click here: https://247wallst.com/ai-portfolio/

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.