It was great to get my first chance to sit and talk the world of Ai with Phil. We are at an important point in the AI investment stack with many headwinds and tailwinds and we got into all of them in our discussion.
Phil Rosen (@philrosenn)
Jordi Visser (@jvisserlabs) is buying AI stocks that win the next decade and most investors aren't ready.
We sat down to unpack why he's moving off the Mag 7, how to invest in AI bottlenecks, benchmark arbitrage, and how to lean into new technology to make more money.
Jordi combines decades of Wall Street experience with cutting edge AI research.
This is a must-listen conversation with one of the best in the industry.
Spotify: open.spotify.com/episode/14Y…
TIMESTAMPS:
0:00 - Your capex is my opportunity
3:06 - Entering the Physical AI Stage
5:12 - 5-Layer AI Economy
7:06 - Fading the Mag 7
8:52 - Benchmark Arbitrage
11:37 - Signal, Alpha, Agency
16:22 - The bubble argument that holds
17:43 - Selling Micron $MU
22:49 - Are bottleneck trades obvious?
24:19 - Parabolic asset prices
25:46 - Earnings risk
26:10 - Price vs. fundamentals rotation
28:32 - Risks to memory trade
30:44 - Silver bull thesis
31:43 - Marvell $MRVL
34:20 - Eli Lilly $LLY
37:39 - Government stake in AI
42:52 - Leaving Wall Street
47:39 - Career advice for the AI era
50:45 - Follow Jordi
Video
— https://nitter.net/philrosenn/status/2067230783237185866#m