I sat down with @jvisserlabs to discuss: - why parabolic AI stocks are justified by real demand - who is buying bitcoin - why bitcoin is heading higher - the tokenization wave coming this summer - the specific stocks he is buying/selling right now This one will make you think more critically about your portfolio. YouTube: https://youtu.be/ot6OWSi--tk?si=sq2pHnkCpAj-H2CW Spotify: https://open.spotify.com/episode/20VAAI4to08A7cMBHO4B7F?si=pljEFmA7R7CZANAEBTwLHQ Apple: https://podcasts.apple.com/us/podcast/the-ai-boom-is-very-bullish-for-bitcoin-jordi-visser/id1434060078?i=1000766942335 TIMESTAMPS: 0:00 - Intro 1:14 - Why parabolic moves in AI stocks are justified 5:18 - Data center buildout & the obsolescence race 11:34 - DRAM ETF & AI volatility 20:56 - Data center protests, supply bottlenecks, & inflation 28:54 - AI-driven layoffs — cover story or real? 32:12 - Michael Saylor, bitcoin & who's actually buying 35:19 - Blackrock ETF at all-time highs & boomer buying 37:21 - Why long duration assets are dead 39:25 - Tokenization & the Iran war 41:40 - New Fed chair, oil & macro outlook 46:35 - AI in grocery stores & dynamic pricing 49:21 - Wealth inequality & discretionary spending 51:47 - Long-term investing advice & stocks Jordi is looking at 57:50 - Jordi’s video this week(Anthony Pompliano 🌪)