In this episode, Eric and Austin take an in-depth look at the portfolio and where they stand on several stocks and allocations. Eric even makes a new add. 

Here are some key topics on today's episode:

4:15 - Magnificent Seven stocks are struggling 

7:51 - The latest with Anthropic and Mythos

9:40 OpenAI shuts down Sora

20:42 - Processor and semiconductor stocks

29:40 Optics stocks

34:20 Memory stocks

36:43 Favorite software play

43:41 Wins in data centers and power including Vertiv

49:35 Ouster continues to shine in portfolio 

50:52 Eric unveils new portfolio add in Semtech Corp.

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.