From the Desk of Anthony Pompliano The AI Trade Is BACK ON! New Catalysts Could Spark A Return RALLY
Mar 17, 2026
Discussion of renewed momentum in the AI trade with major companies cutting costs and expanding AI production. A bold revenue projection for a next‑gen chip fuels speculation about a significant market rally. Institutional caution clashes with retail risk-taking amid geopolitical and rate‑cut uncertainty.
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AI Stocks Weather Geopolitical Shock
- Investors are reallocating into AI stocks despite macro shocks because software firms have limited direct exposure to Middle East conflict impacts.
- Anthony Pompliano argues higher electricity or logistics costs are small relative to cash-generating tech giants, preserving investor confidence.
NVIDIA's Trillion Dollar Projection Fuels Rally
- Major company moves are reigniting AI demand: Meta layoffs and NVIDIA product announcements boosted stocks.
- Jensen Huang claimed NVIDIA's newest chip could drive $1 trillion in revenue by end of 2027, underpinning renewed investor excitement.
AI Production Expands Beyond GPUs
- Hardware supply-chain moves extended the AI narrative with Tesla and Micron announcing AI-related production facilities.
- These facility plans signal expanding AI chip and memory capacity beyond NVIDIA's announcements.