Eric Bleeker

New AI Investor Podcast out today with @JRogrow. Topics include: - NVIDIA ($NVDA ) Earnings - The upcoming SpaceX ($SPCX) IPO - How rising interest rates could impact AI stocks - John's top investing ideas, including Quanta Services ($PWR ) - Other stocks mentioned include $VRT, $ETN, $TT, and more In your favorite podcast player now!

@EricMilton8 247wallst.com/investing/2026… <-- Thomas Richmond will be hosting, but I'm working with him as well.

@bleekertech Are you live blogging the $nvda earnings today?

@Edo_Zuff Just to clarify here - would you like more discussion on data played or financial services in a future ep?

@bleekertech Great! What would be really valuable to hear from you is your view on what the next leg of AI beneficiaries could be. Some people argue that large data aggregators such as Moody’s, S&P Global, IQVIA, etc. could be among the next major winners. Curious to hear how you guys think!

Doing my best to move to a new Podcast every Thursday - probably shorter (~30 minutes) and main topic will be a sudden burst of attention on power management ($WOLF, $ON, etc.) ... If any other topics you'd like to see covered, let me know and I'll do my best to add them!

@ciullo100 Probably won't be able to fit in a deep dive this episode - but a deeper dive in the futrue could be in order. Will touch on this news item tho!

@bleekertech Great news if you can do weekly. With Goldman saying cpo is going to 9x by 2028 I’ve been studying that a lot and I know you’ve have discussed it before but a deeper dive would be great. Just took a NOK starter position and upped my MRVL because of it.

Anyone seeing why everything in optics ($LITE / $AAOI / $HIMX / $COHR / etc.) just went vertical?

Filmed a podcast yesterday and broke down why $HIMX and $FLNC were two stocks that were my top options/LEAPS ideas … they close up 30% and 40% today after we scheduled the part two of the podcast to post tomorrow … can’t win them all. But, for any listeners - our second part of the recent episode with Q&A will drop tomorrow!

@maxspeur Thanks Max! If any questions let me know on Twitter and we’ll do our best to add some Q&A in upcoming episodes

@bleekertech Hé Eric, just listened to your podcast and I am now following it for the last six months. Super relevant and I wanted to let you know that. Keep going !!

Pretty mind-bending night for a series of AI stocks we've either recommended or discussed on the AI Investor Podcast after-hours - $INTC: Up 14% with $.29 in EPS (consensus $.01) - $FIX: Up 4% with $10.51 in EPS (consensus $6.81) - $MXL: Up 25% with $.22 in EPS (consensus $.19) Markets feeling frothy - but results are also eye-popping for semis so far this earnings season

@EricMilton8 Will answer the question you sent earlier on the next podcast as well!

@bleekertech Thank you Eric!

At market close on 24/7 Wall St. we'll have live blogs breaking down earnings from $LITE, $AMD, $SMCI, $ANET, and $NVTS - hope to see ya there!

@EricMilton8 Sorry - we had some issues with Google that made them difficult to find - 247wallst.com/investing/2026…

@bleekertech Can't find your live blog.

@BlueLake5555 Will check it out - appreciate sharing the idea

@bleekertech You're missing out on one of the best AI growth stocks. Netlist / NLST OTC they hold the key patents in HBM and many other components that make Ai perform at the highest level.

SanDisk ($SNDK) reported $2.99 in earnings in 2025... In the coming year, Wall Street expects them to report $127 per share in earnings. If you're interested in the company, we're hosting a live blog on their earnings right now on 24/7 Wall St!

Link to the feed - starts at 3:30 and we'll likely leave the feed going for about an hour. youtube.com/live/YN_TkOliP…

Biggest earnings day I can remember ($MSFT, $GOOGL, $AMZN, $META... and more!), so we're trying something new. Going to react live to tonight's earnings on YouTube starting at 3:30. Link to YouTube is below, or head to 24/7 Wall St... We'll have this on top of each of our earnings live blogs tonight.

@ltfcdan17 I caught an illness so we haven’t filmed yet

@bleekertech Will the podcast be released soon?

Filming a new podcast episode either Friday or the weekend for Monday publishing - focus is going to be reviewing recent events and responding to recent listener questions - if you have anything you want covered, let me know, and I'll do my best to get to it!

@ltfcdan17 I'm quite a bit less excited about opportunities vs. a few weeks ago, but I should have at least one buy and one sell

@bleekertech Look forward to it. Will there be any new buy recommendations or sells to the portfolio?

@ProShopGuyMF1 @aaron_bush_ Just finished recording and I think this was answered very well in terms of sustaining vs. disruptive impacts from AI on video games.

@bleekertech @aaron_bush_ Your assessment of disruption/innovation impact of AI on the video game industry.

Filming a new podcast with @aaron_bush_ tomorrow - topic is video games. If anyone has any questions, fire away and I'll make sure to ask him during tomorrow's recording!