Jordi Visser: The AI stocks that win the next decade

Jordi Visser is a leading AI and macro investor and Wall Street veteran. He joins Phil Rosen on Full Signal to discuss moving off the Magnificent 7, the next leg of the AI trade, buying into bottlenecks, benchmark arbitrage, and his bull thesis for specific stocks.

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Timestamps:

0:00 - Your capex is my opportunity
3:06 - Entering the Physical AI Stage
5:12 - 5-Layer AI Economy
7:06 - Fading the Mag 7
8:52 - Benchmark Arbitrage
11:37 - Signal, Alpha, Agency
16:22 - The bubble argument that holds
17:43 - Selling Micron
22:49 - Are bottleneck trades obvious?
24:19 - Parabolic asset prices
25:46 - Earnings risk
26:10 - Price vs. fundamentals rotation
28:32 - Risks to memory trade
30:44 - Silver bull thesis
31:43 - Marvell
34:20 - Eli Lilly
37:39 - Government Stake in AI
42:52 - Leaving Wall Street
47:39 - Career advice for the AI era
50:45 - Follow Jordi

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