
← The AI Investor Podcast12. Aug. · 1 Std. 16 Min.
A New Portfolio Add In Our Most Important Episode Of The Year
A New Portfolio Add In Our Most Important Episode Of The Year
Even aside from the fact that Eric is announcing a new add to the portfolio, this just might be the most important episode of The AI Investor Podcast this year. With big news coming from huge companies like SpaceX, Nvidia, Google, Amazon, Microsoft and more just this last week, our hosts will make sure you have the information you need to properly construct your portfolio for the future. 0:00 Intro 3:30 Huge expectations with SpaceX 15:25 CoreWeave remains hot 16:00 Misconceptions about Micr...