Ideas
Bitcoin scarcity; adding to both
Bitcoin is a scarce asset in a world where AI is accelerating time and physical scarcity is becoming more valuable. He remains bullish, has added to Bitcoin and MicroStrategy during weakness despite recent frustration, and expects an eventual parabolic move.
Corning benefits from optical fiber shortage
Corning benefits from an optical fiber shortage highlighted by Meta's multibillion-dollar deal and from glass buildout for phones, computers, and autos. He thinks Corning will outperform Micron and is still at an early stage.
Buy AI compute hardware and semis
AI has hit physical compute capacity constraints, forcing hyperscalers and companies to build their own AI factories. Hardware and compute-enabling semiconductors should be bought; Elon Musk's memory shortage comments show the semiconductor cycle is not over.
Energy and oil in early innings
Energy is the next physical bottleneck as AI power demand, gas turbine shortages, and a broad commodity bull market push oil and energy higher. He says energy is breaking out and the story is in the early innings.
Silver shortage drives multi-fold upside
Silver supply is insufficient for military, data centers, phones, and solar; solar's silver cost share rose from 3% in 2019 to over 30%, and multiple demand S-curves are hitting at once. He thinks silver could go up another three to four times and that scarcity will support it even after a pullback.
Commodity bull market driven by scarcity
He sees a new commodity bull market, the first in force since 2003-2008, driven by AI, electrification, military rebuilding, and simultaneous demand S-curves. Physical commodities are price-insensitive inputs, so everything physical is being chased higher.
Microsoft lacks model, faces cloud conflict
Microsoft lacks its own frontier model and its cloud/data-center business competes with the model companies. Large incumbents struggle to pivot because they would have to cannibalize existing products, making Microsoft vulnerable to the AI software re-rating.
Software faces structural AI-driven de-rating
AI makes software abundant and easy to create, so software companies face a structural re-rating and multiple compression. He sees a mega rotation out of software and says long-duration software assets are under question.
Long Chevron versus Salesforce all year
Rather than short already-beaten-down software, he prefers long Chevron against Salesforce as a year-long thematic trade. The pair was pitched when both had similar market caps; this month Chevron rose while Salesforce fell, producing about a 40% relative gain.
Long Chevron versus Salesforce all year
Rather than short already-beaten-down software, he prefers long Chevron against Salesforce as a year-long thematic trade. The pair was pitched when both had similar market caps; this month Chevron rose while Salesforce fell, producing about a 40% relative gain.
Micron still cheap, but trim position
Micron is still cheap and he still thinks it can go higher, but he has reduced the position because it is up sevenfold and supply will come online over the next three years. He remains long but is rotating some capital elsewhere.
Silver miners offer discounted leverage
Silver miners trade at a discount to the metal because investors assume the cycle will collapse as usual, but he argues this time will be different and calls them a great place to be.
Analog semis are lagging but strong
Analog-based semiconductor names have not participated as much in the AI semiconductor move and still have a long road ahead. He specifically mentions Teradyne and Lattice Semiconductor as names he has discussed.
ASML still has long runway
ASML has already had a big run, but he still thinks it has a long way to go and remains bullish on the name.
Tesla best Mag Seven; AI robotics purest
Elon Musk is aligning Tesla with SpaceX and xAI, and Tesla is the purest public AI/robotics play with robo taxi, manufacturing scale, and vertical integration. He expects Tesla to be the best-performing Mag 7 name this year.
Batteries are still in early innings
Batteries are in the early innings of the physical and energy buildout, and he plans to cover battery-related opportunities in more detail.
This Anthony Pompliano video, published January 31, 2026,
features Jordi Visser
discussing BTC, MSTR, GLW, SMH, WTI, XLE, SILVER, DBC, MSFT, IGV, CVX, CRM, MU, SIL, TER, LSCC, ASML, TSLA, BATTERIES.
16 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jordi Visser
· Tickers:
BTC,
MSTR,
GLW,
SMH,
WTI,
XLE,
SILVER,
DBC,
MSFT,
IGV,
CVX,
CRM,
MU,
SIL,
TER,
LSCC,
ASML,
TSLA,
BATTERIES
