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The Smart Money Thinks This Could Become A HISTORIC BULL RUN

About this episode

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 Trade

0:39 Three AI companies could IPO at trillion-dollar valuations 

1:21 Paul Tudor Jones is buying AI stocks again

3:03 AI bull market is still early innings

5:14 Larry Fink says the United States is short chips, compute, and energy

7:22 Darius Dale sees a major productivity boom

9:04 Today's job report was strong


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Pomp 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: 

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The Smart Money Thinks This Could Become A HISTORIC BULL RUN

From the Desk of Anthony Pompliano

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