EPISODE · May 8, 2026 · 10 MIN
The Smart Money Thinks This Could Become A HISTORIC BULL RUN
from From the Desk of Anthony Pompliano · host Anthony Pompliano
Some of the biggest names in finance and tech — from Paul Tudor Jones to Larry Fink to Dario Amodei — are all converging on the same idea: this AI bull market may still be in the early innings. Adoption is picking up, productivity gains are abundant, and the world needs more chips, compute, and energy. Yes, stocks have gone vertical for a month straight, but there's reason to believe this run is sustainable. On today's video, we discuss why this AI trade has a lot more room to run.0:00 AI Is A No-Brainer Trade0:39 Three AI companies could IPO at trillion-dollar valuations 1:21 Paul Tudor Jones is buying AI stocks again3:03 AI bull market is still early innings5:14 Larry Fink says the United States is short chips, compute, and energy7:22 Darius Dale sees a major productivity boom9:04 Today's job report was strongListen 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
Some of the biggest names in finance and tech — from Paul Tudor Jones to Larry Fink to Dario Amodei — are all converging on the same idea: this AI bull market may still be in the early innings. Adoption is picking up, productivity gains are abundant, and the world needs more chips, compute, and energy. Yes, stocks have gone vertical for a month straight, but there's reason to believe this run is sustainable. On today's video, we discuss why this AI trade has a lot more room to run.0:00 AI Is A No-Brainer Trade0:39 Three AI companies could IPO at trillion-dollar valuations 1:21 Paul Tudor Jones is buying AI stocks again3:03 AI bull market is still early innings5:14 Larry Fink says the United States is short chips, compute, and energy7:22 Darius Dale sees a major productivity boom9:04 Today's job report was strongListen 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 Thinks This Could Become A HISTORIC BULL RUN
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