
← The AI Investor Podcast30 jul · 1 h 10 min
Nvidia Struggles, Analyzing Intel, and Eric Adds 3 New Stocks to the Portfolio
Nvidia Struggles, Analyzing Intel, and Eric Adds 3 New Stocks to the Portfolio
It's been a huge week in AI investing news, but our AI Investor Podcast co-hosts have put as much of the craziness as possible into just one episode for you. Microsoft and Meta made headlines for difference reasons, Intel had a week of wild turns, and Nvidia continued to struggle. All of that as well as THREE new adds to Eric's AI portfolio! 0:00 Intro 1:45 Market update 5:43 Latest with Leopold Aschenbrenner 7:20 Finding opportunities 10:00 Alphabet Captures 2026 AI Capex Alpha 10:40 OpenAI...