The AI Trade Is BACK ON! New Catalysts Could Spark A Return RALLY episode artwork

EPISODE · Mar 17, 2026 · 9 MIN

The AI Trade Is BACK ON! New Catalysts Could Spark A Return RALLY

from From the Desk of Anthony Pompliano · host Anthony Pompliano

When you look past the current market panic, we have multiple big-time catalysts lining up — all in the AI trade. Meta is slashing costs, NVIDIA says it'll do $1 trillion in revenue for its newest chip by the end of 2027, and even Tesla is cooking up new AI production facilities. Here's why the AI trade might be ready for another rally soon!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

When you look past the current market panic, we have multiple big-time catalysts lining up — all in the AI trade. Meta is slashing costs, NVIDIA says it'll do $1 trillion in revenue for its newest chip by the end of 2027, and even Tesla is cooking up new AI production facilities. Here's why the AI trade might be ready for another rally soon!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

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The AI Trade Is BACK ON! New Catalysts Could Spark A Return RALLY

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This episode was published on March 17, 2026.

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When you look past the current market panic, we have multiple big-time catalysts lining up — all in the AI trade. Meta is slashing costs, NVIDIA says it'll do $1 trillion in revenue for its newest chip by the end of 2027, and even Tesla is cooking...

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