The Pomp Podcast Why All-Time High Stocks Are Bullish for Bitcoin | Jordi Visser
131 snips
May 2, 2026 
Jordi Visser, a 30+ year macro investor and author of VisserLabs, explains why AI-driven demand for semiconductors and power names is pushing markets to all-time highs. He discusses index concentration from AI winners, how compute buildout resembles an industrial revolution, why crypto has lagged the AI trade, and the institutional promise of tokenization.
AI Snips
Chapters
Transcript
Episode notes
Take Small Exposure To The AI Trade
- Allocate a small portion of portfolios to AI-related semiconductors and power names instead of just holding the S&P.
- Use thematic ETFs or targeted exposure to capture the 30–50% YTD moves concentrated in these sectors.
AI Creates Structural Supply Shortages
- AI demand is structural and insatiable, creating persistent shortages across chips, power and related commodities.
- Nvidia's layered stack highlights energy, power and infrastructure as the long-term winners with multi-year pricing power.
Power Is The Next Bottleneck For Compute
- Power availability is the next chokepoint for AI scaling; compute without power is stranded inventory.
- Elon Musk's comments on power constraints could trigger episodic semiconductor corrections if capacity cannot be lit up.