Eric Bleeker

Host of the AI Investor Podcast | Owner of 24/7 Wall St. | Partner at Flywheel Publishing | Filled with boyish mirth

[Eric Bleeker @bleekertech]

@saxena_puru The U.S. also functions much more as a competitive market place than other countries that are more federal. Lots of absorption can be picked up by states like Wyoming, North Dakota, West Virginia if they want to make data centers a growth strategy.

[Eric Bleeker @bleekertech]

@vtg2 Just looking for the best Fed coverage in the world with a random Blake joke tossed in every three or four years ;)

[Eric Bleeker @bleekertech]

@BenBajarin Also $FN

[Eric Bleeker @bleekertech]

Caught an illness over the weekend and Austin is travelling, so we'll film the AI Investor Podcast on Friday this week. I'll get to all the questions previously asked, but if anyone else wants a question answered on the next episode, respond here and I'll make sure we get to it!

[Eric Bleeker @bleekertech]

We have another interview on this week's AI Investor Podcast (coming out Thursday). However, with the market at its most choppy levels since July, was going to film a quick extra episode over the weekend. If any questions, shoot them my way and I'll do my best to get to them.

[Eric Bleeker @bleekertech]

Probably the business that should be EMBRACING AI the most. Get genius insights for companies that don’t know how to use AI and rebrand as your own. But, good luck with this plan!

[Joseph Cox @josephfcox]

New: Accenture has told employees it will only fund $29 per month of Claude use. Meaning that employees who often spend as much as $1,000 a month are now scrambling to find ways to keep access to the tool. A sign of the continuing crack down of AI https://t.co/Z2xswuSW5x

[Eric Bleeker @bleekertech]

YouTube Link: https://t.co/ClZmw7NQGt

[Eric Bleeker @bleekertech]

New interview with @DoombergT went live today. It features:

- The AI energy race: natural Gas vs. nuclear
- Their favorite investment spaces today
- Where they see long-term investment opportunities

Video is already on YouTube (link below) and to podcast apps shortly.

[Eric Bleeker @bleekertech]

@WRaunikar Not at the current time, but we are in the early stages of exploring an ETF from 24/7 Wall Street!

[Eric Bleeker @bleekertech]

New robotics deep dive is out! Recommend watching on YouTube (link below), as there's *a ton* of graphics.

- Why did self-driving take so much longer than promised?
- What are the biggest robotics developments (so far) of 2026?
- 2 New Recommendations

[Eric Bleeker @bleekertech]

@mattadler81 @rickeatsdc High praise - subscribed and will follow!

[Eric Bleeker @bleekertech]

@conormotyer @MyWallStHQ Love to hear that - should have a lot of near term collaborations with MyWallSt in the near future!

[Eric Bleeker @bleekertech]

YouTube Link: https://t.co/jqIVBvVvjO

Spotify Link: https://t.co/lkiey27lhp

Apple Podcast Link (No Video):
https://t.co/gcha9UR41q

[Eric Bleeker @bleekertech]

@mikevorel And if have a benefactor you need a collective to funnel the incremental dollars through. UW shut that down (after Montlake Futures distributed $44M its final season). Everyone wants a whale, no one talks about how the mechanism for said whales was shut down.

[Eric Bleeker @bleekertech]

@307Fool Thanks Matt! Happy to take any questions for the best episode as well!

[Eric Bleeker @bleekertech]

@ProShopGuyMF1 @benthompson Look for the leaked DeepSeek call for some more commentary on this - definitely a top concern

[Eric Bleeker @bleekertech]

@jafgreen Hey James - I think we could probably do that. Working on a broad optics explainer right now that weaves in a lot of history for understanding where we sit today.

[Eric Bleeker @bleekertech]

In yesterday's episode, we covered last week's memory debate and laid out why lower but still very elevated margins were the likely scenario for memory. That's precisely what $SNDK just guided to.

[Wall St Engine @wallstengine]

SanDisk $SNDK lays out its FY28–FY30 targets:

Mid-to-high teens revenue growth
~80% non-GAAP gross margin
~50% adjusted FCF margin

The company also expects to return 100% of excess cash to shareholders.

[Eric Bleeker @bleekertech]

@Mike_kim714 229