Host of the AI Investor Podcast | Owner of 24/7 Wall St. | Partner at Flywheel Publishing | Filled with boyish mirth
Washington DC
Joined November 2010
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Eric Bleeker retweeted
Tech stock valuations are back to the lows seen around the April 2025 tariff shock:
Eric Bleeker retweeted
$NVDA down AH on news Amazon is going to give them all their money.
Eric Bleeker retweeted
Spend too much on capex, jail
Spend too little on capex, jail
You spend just right on capex, believe it or not, jail
Eric Bleeker retweeted
gpt2 moment in computer vision was last week
gpt3 moment in robotics is this week
what a time to be alive
Eric Bleeker retweeted
I did a podcast with @bleekertech (recorded on 9/4). Talked about similarities and differences between the AI boom and the Internet and smartphone booms, AI compute demand/capex, small-caps, macro and some long and short ideas.
youtube.com/watch?v=iaiWOsNd…
Eric Bleeker retweeted
Why $AVGO closed up 4.4% AH:
- $META said servers with MTIA inference ASICs (developed with Broadcom) will replace some end-of-life GPU servers this year, and that (in line with prior Zuck comments) an MTIA ASIC due in 2026 will also handle some (though not all) of Meta's training workloads.
- $CLS (ODM that makes $GOOG/AVGO's TPU servers and Ethernet switches for Meta and $AMZN, rose 14% AH) hiked its 2025 guide and disclosed landing a deal for a "full-rack AI system" with "a leading digital native company" that'll start production in 2H26. This appears to be a rumored win with OpenAI for servers containing Broadcom ASICs.
Eric Bleeker retweeted
The first episode of The AI Investor Podcast, by 24/7 Wall St is out now
Listen in as @bleekertech discusses the 3 stocks to buy while everyone else talks about Nvidia.
Please let us know what you think!
podcasts.apple.com/us/podcas…
$NVDA #AI #ArtificialInteligence
Eric Bleeker retweeted
Hedge funds FINALLY beat the market for the first time in 10 years, even though they LOST 4% on average. Congrats guys!
The average return of our real-money portfolio services @themotleyfool was a POSITIVE 1.5%. I know we're Fools, but making money seems so much cooler, no?
Hedge funds squeak by S&P 500, topping the benchmark for the first time in a decade cnb.cx/2CY52rw
Eric Bleeker retweeted
10/6/08, Jim Cramer: "Whatever you may need for the next five years, please take it out of the stock market. Right now. This week. I do not believe that you should risk those assets in the stock market."
businessinsider.com/2008/10/…
About sums up the difference.
Eric Bleeker retweeted
10/15/08, @DavidGFool: "This conscious choice...to hunt for winners over the next 10 yrs, at a time when most people can’t look beyond the next 10 mins, is exactly what Rule Breaking is all about. Conventional wisdom has too many of us scared, holed up, not spending, not engaged"
Amazing dichotomy today: @DavidGFool vs. @jimcramer as both lay out investing rules on their respective shows. Essentially buy, hold, add to winners vs. sell once gains made. I’ll take The Foolish approach 7d/wk & 2x Sun. Fool on
Eric Bleeker retweeted
Happy birthday to you, happy birthday to you, happy birthday #WarOnCash basket, happy birthday to you!
Today marks one year since we started the WOC basket & it's exceeding expectations w/a total return of 80% vs the market's 14.2%. Hopefully time will continue to serve us well.
Eric Bleeker retweeted
I'm super proud of our Crypto Society returns since inception (October):
10/12 picks are beating the S&P 500, we just nabbed our first double, and we bypassed the ~70% crypto market drop by focusing on quality businesses -- all while supplying research on various cryptoassets.
Eric Bleeker retweeted
Less than a year later, May 9, 2003: @DavidGFool recommends $NFLX to @TMFStockAdvisor members for the first time... xitter.cf/RitholtzWealth/status/…
Eric Bleeker retweeted
@nvidia's Endeavor workspace is ridiculously impressive. Spent a fantastic afternoon talking everything from self-driving vehicles to #AI cities, healthcare, and robotics. Thanks for having us! w/@NvidiaAI, @bleekertech, @orangeblood $NVDA
Eric Bleeker retweeted
Our average U.S. actively managed portfolio service @themotleyfool is up 15.4%. We work in Alexandria, VA and wear shorts to work. xitter.cf/WSJ/status/88814123570…
Don't sound the death knell for hedge funds; the average fund is up 3.6% overall in the first half of 2017
on.wsj.com/2uNgd3v
Eric Bleeker retweeted
Buried in yesterday's conference call, a SHOCKER from Shell: #oil demand may peak as early as 5 years bloomberg.com/news/articles/… … #OOTT #OPEC – at City of London, London
