Earningspalooza, The First Portfolio Sell, and The Hunt For The Next Great YOLO Investment
- Author
- 24/7 Wall St.
- Published
- Fri 01 Aug 2025
- Episode Link
- None
In today's episode Eric and Austin discuss the phenomenal quarter from Meta and Microsoft, Amazon's disappointing numbers, earnings from Vertiv, ServiceNow, and Cloudflare.
Eric issues the first ever sell in the AI Investor Portfolio, freeing up $50,000 of cash for the next great opportunity.
The team discusses three promising areas to deploy that capital including Neoclouds, The Power Bottleneck, and Robotics.
Follow the portfolio, including all current positions at: 247wallst.com/aiportfolio
