Eric Bleeker and David Hanson dissect the recent market-moving news coming out of China and the company DeepSeek and the potential impact on the AI landscape. Eric dispels some of the false narratives being circulated in the media and shares how the recent breakthroughs are changing the way he invests in the space. More specifically, Eric shares five trades he's making to his $500,000 AI portfolio to better position himself for future changes.

David Hanson and Eric Bleeker break down the buzz around “Stargate” and its massive $500 billion (or is it $10 billion?) investment headlines — figuring out what’s real and what might be just PR spin. They also dig into SK Hynix’s earnings (including why a 20x profit jump actually sent the stock down) and consider how the AI explosion could impact memory demand through 2025. Finally, the two explore OpenAI’s newly unveiled “Operator” tool, how it stacks up against Anthropic’s agent release, and why it’s got everyone talking about the future of autonomous AI.

In this episode, David Hanson and Eric Bleeker look at this week’s wildest and most exciting headlines and break down earnings from Taiwan Semiconductor. Next, Eric gives a deep dive into a fast-growing market segment that is expected to balloon 26x in the years ahead and his top 3 ways to play it.

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