Broadcom Takes Center Stage in the AI Supercycle and One Software Stock to Buy

12/20/24 • 43 min

In this episode, Eric Bleeker and David Hanson discuss the market's most volatile parts, explain Broadcom's sudden surge to a $1T+ market cap, and share Eric's latest buy in his $500,000 portfolio.
Follow complete coverage of all of Eric's AI trades here: https://247wallst.com/ai-portfolio/

Previous Episode

A Top AI Stock Surges 50% in a Single Day, Elon's Big Bet, and 3 Stocks to Buy Today

In this episode, Eric Bleeker and David Hanson take the pulse of the market, exploring whether the "Next Wave' of AI is truly beginning. They dive into the latest earnings reports from Marvell (MRVL) and Credo (CRDO), unpack the rationale behind adding more capital to Eric's Broadcom (AVGO) position, and discuss the explosive demand for GPUs.

The duo also covers Salesforce’s surprising stock surge following lackluster earnings and guidance, fueled by excitement around AI agents. This sets the stage for new software investments, including Eric’s latest portfolio additions: Cadence and Synopsys.

Next Episode

A Top AI Stock to Buy for 2025 + Did OpenAI Just Show Us the Future of AI?

In the first episode of the new year, Eric Bleeker and David Hanson discuss OpenAI's latest breakthrough and AI stocks' hot start to 2025. They also touch on NVIDIA's sharp rebound and the company's still-enviable position in the market.
Lastly, Eric shares the latest trade he's making in his $500,000 AI Portfolio.