Why AI Will Reprice The Entire Economy | Jordi Visser

Why AI Will Reprice The Entire Economy | Jordi Visser – Forward Guidance

Market views

Bullish

BTC— Bitcoin positioned as the end game for growth assets as traditional equity valuation models break down in the AI era, benefiting from wealth transfer from fiat system.
NVDA— NVIDIA undervalued relative to infinite demand for compute in the agentic AI era, with Jensen Huang projecting trillion dollar revenues vs market pricing for only $600B.
MU— Micron trading at extremely low valuation (4x PE) despite critical role in AI infrastructure and 400-500% DRAM price increases.
SLV— Silver critical for all technology and AI infrastructure, up 60% vs gold's 20% over last six months, with massive demand from drones and semiconductors.
TSLA— Tesla positioned as hardware company that can be a winner in the AI/humanoid era.

Bearish

MSFT— Microsoft failing to win AI battle with Copilot despite expectations, with Jordi calling it a 'disaster' among software companies.
GOOGL— Google's ad business existentially threatened as AI agents will make purchasing decisions instead of humans within three years.
AMZN— Amazon grouped with troubled software companies facing disruption from AI.
META— Meta facing trouble as one of the software companies struggling in the AI transition.

Not investment advice.