Jordi Visser: The AI stocks that win the next decade

Jordi Visser is a leading AI and macro investor and Wall Street veteran. He joins Phil Rosen on Full Signal to discuss moving off the Magnificent 7, the next leg of the AI trade, buying into bottlenecks, benchmark arbitrage, and his bull thesis for specific stocks.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Your capex is my opportunity3:06 - Entering the Physical AI Stage5:12 - 5-Layer AI Economy7:06 - Fading the Mag 78:52 - Benchmark Arbitrage11:37 - Signal, Alpha, Agency16:22 - The bubble argument that holds17:43 - Selling Micron22:49 - Are bottleneck trades obvious?24:19 - Parabolic asset prices25:46 - Earnings risk26:10 - Price vs. fundamentals rotation28:32 - Risks to memory trade30:44 - Silver bull thesis31:43 - Marvell34:20 - Eli Lilly37:39 - Government Stake in AI42:52 - Leaving Wall Street47:39 - Career advice for the AI era50:45 - Follow JordiDisclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.#podcast #investing #markets #macro #stocks #bitcoin #fed