Episode #32
Google Strikes Back With Argon, Where Memory Stocks Go Next, And Viewer Q & A
With dozens of positions in the AI Investor portfolio it can be difficult to stay on top of all the earnings, new filings, and major stock movements. That's why we use AlphaSpace, from Yahoo Finance . AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow. See What a Built View Looks Like → https://247wallst.com/go/yahoo-alphaspace This week on The AI Investor Podcast, Eric Bleeker and Austin Smith are taking viewer questions as they pertain to the semiconductor space, ETF recommendations and more. The two will also look at memory and what investors can expect from stocks like Micron and SanDisk in the coming months. Micron recently delivered blowout earnings yet again, but does that mean its time for investors to sell or is the best still to come? Last but not least, Google strikes back with Gemini 4 Argon. Eric and Austin give their early impressions as to whether or not this latest model stacks up against the competition. All that and more! 0:00 Intro 2:50 Micron announces earnings 5:50 The future of memory in AI investing 9:55 Breaking down buybacks 13:20 Relationship between memory and robotics moving forward 16:45 How Google's Gemini 4 Argon stacks up against the competition 24:45 Vicor Corp 29:16 Nebius Group 33:00 ETF recommendations 36:19 ON Semiconductor 39:19 American Semiconductor Corporation disappointing news Subscribe on YouTube: https://www.youtube.com/@247wallst. If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com To follow our portfolio: https://247wallst.com/aiportfolio/ To follow Eric on X: https://x.com/bleekertech Submit your questions: questions@247wallst.com 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 can potentially position their portfolios to benefit from these game-changing shifts.
