Micron Mania, Invincible Intel, And Two New Portfolio Adds In A Red-Hot Sector
The AI Investor PodcastShow Notes
Eric Bleeker and Austin Smith are back for another episode of The AI Investor Podcast, and being reunited has never felt so good. The AI market continues to trend in the right direction, and the two are ready to breakdown the latest news with stocks including Meta and Alphabet. As if that wasn't enough, Eric also makes two new adds to the portfolio. 4:03 Earnings updates 10:21 Google surging 12:45 Microsoft news 18:05 Latest from Lumentum 21:44 Micron 24:00 Sterling Infrastructure Inc. 27:01 ...
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