EPISODE · Jun 2, 2026 · 9 MIN
The Smart Money Is BULLISH On These Two UNDERVALUED AI Stocks
from From the Desk of Anthony Pompliano · host Anthony Pompliano
The best investors are always searching for alpha, but sometimes, it's as easy as listening to the top AI leaders who have their ear to the ground. With the beauty of AI, it's never been easier to go through their interviews and find investment themes they're ultra bullish on. In this video, I show you how to do just that, plus what two AI stocks Jensen Huang and Gavin Baker think will outperform from here on out. 0:00 Intro0:26 How to get alpha from top thought leaders and AI1:05 Gavin Baker is mega-bullish on Amazon Trainium chips3:30 Jensen Huang says this stock is next to go to a trillion-dollar valuation4:20 Anthropic is going public soon5:40 Will the "bubble" open once these companies go public? 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
What this episode covers
The best investors are always searching for alpha, but sometimes, it's as easy as listening to the top AI leaders who have their ear to the ground. With the beauty of AI, it's never been easier to go through their interviews and find investment themes they're ultra bullish on. In this video, I show you how to do just that, plus what two AI stocks Jensen Huang and Gavin Baker think will outperform from here on out. 0:00 Intro0:26 How to get alpha from top thought leaders and AI1:05 Gavin Baker is mega-bullish on Amazon Trainium chips3:30 Jensen Huang says this stock is next to go to a trillion-dollar valuation4:20 Anthropic is going public soon5:40 Will the "bubble" open once these companies go public? 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 Smart Money Is BULLISH On These Two UNDERVALUED AI Stocks
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