Stop Worrying About A "Bubble" Or You'll Miss The Bull Run Of Our Lives

Markets keep ripping higher every single day, but that hasn’t stopped people from calling for recession, bubble, or some kind of imminent crash. The problem is that price alone doesn’t tell you whether it is or it isn't. The better question is whether the underlying demand can support it. Right now, AI demand, compute spending, infrastructure buildout, and productivity are all pointing in the same direction: this rally is far from over. This May, you probably should be buying, not selling and going away. 0:00 People are still worried about a recession and bubble0:58 Stocks are actually getting cheaper1:51 Jenson Huang says AI demand is up 1000%2:50 Jordi Visser explains the importance of compute demand6:19 22% of stocks are outperforming the index8:01 AI investment keeps growing and growing9:00 Sell in May and go away?Listen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews