Market Bottom & Bull Market - Market data suggests a bottom in both stocks and Bitcoin, indicating the end of the local drawdown [1][2][3][4] - The market is in a global bull market, with expectations of further upward movement [1] Tech Giants & Market Cap - Google became the fourth company to reach a $4 trillion market cap, joining Nvidia, Apple, and Microsoft [1] - These companies' valuations are driven by substantial revenue, with Apple at $416 billion, Google at $385 billion, Nvidia at $130 billion, and Microsoft at $281 billion annually [1] - These companies generate significant free cash flow: Apple $98 billion, Google $73 billion, Nvidia $60 billion, and Microsoft $78 billion annually [1] AI & Infrastructure - A significant portion of free cash flow is being invested in AI infrastructure, with Google projected to spend around $90 billion and Microsoft around $80 billion [1] - Nvidia is expected to capture 25-35% of all AI-related infrastructure spending globally, amounting to $45 billion [2] - AI-related investment accounts for 50% of GDP growth, highlighting its importance to the economy [2] Competition & Innovation - Amazon is launching a Starlink competitor called Amazon Leo Ultra, entering the space internet market [3] - Bitcoin has increased 240x over the last decade, outperforming treasuries and other assets [4]

Hello everyone. There's a crisis underway at the Federal Reserve. Jerome Powell is dealing with a revolt.We have new proof that the poverty line should actually be $140,000 a [music] year. And the Bitcoin price, it continues to upset millions of holders. We're live today from the desk of Anthony Pompiano.[music] Before we get into today's episode, I need your help. We currently have 39,714 subscribers, but my goal is to get to 1 million subs. Before you get to a million, you got to get to 50,000, which mean ...

There's been a crack in the AI narrative. You can see it anywhere in the market or in the media. Previously, AI was almost the sole pillar supporting the high valuations of tech stocks.AI, AI, AI. But the market's no longer solely focused on the unlimited demand for AI. Investors are now examining the physical and financial cost of its implementation.On the physical constraint side, AI infrastructure provider Coreweee is a great example. Coreweave saw its stock plunge due to delays in power delivery. Now, o ...

Hello everyone. There's blood in the streets. Stocks and Bitcoin are falling fast. Investors are panicking. And Elon Musk just said one of the wildest things he's ever said. If he's right, humanity will never be the same. We're live today from the desk of Anthony Pompiano. Before we get into today's episode, I need your help. My goal is to ultimately get to 1 million subscribers on YouTube. We currently have 39,385. Before we get to a million, we got to get to 50,000. That's where you come in. Hit the subsc ...

Bitcoin has crashed. The digital currency is now negative on the year. So what exactly is the data telling us.Zero head shows the last time Bitcoin was at this price level. Global liquidity was $7 trillion lower. Now this data point is a big narrative violation.Everyone, me included, everyone expected Bitcoin to close the gap between Bitcoin's price and that global liquidity level. So we have Bitcoin's price crashing even though global liquidity is surging higher. We have an asset that is now deeply oversol ...

Hello everyone. I've got a very special treat for you guys today. Sitting down with Phil Rosen, the co-founder and editor-inchief of Opening Bell Daily. In this conversation, Phil brings a bunch of really interesting data and also beautiful charts that explain exactly what's happening in financial markets and what it means for your portfolio. We're live today from the desk of Anthony Pompiano. Before we get into today's conversation with Phil, I need your help. My goal is to get to 1 million subscribers on ...

Hello everyone. I've got a very special treat for you today. We've got a conversation with Joseph Wei.Joseph is the principal at fedguy. com and he's also the author of the bestselling book central banking 101. This guy understands the Federal Reserve better than almost anyone I've ever talked to.He understands how they make decisions, what data they use, and how their decision-making impacts financial markets. And Joseph's going to explain all of that to us today, including what's he excited about in the f ...

The market selloff, it spooked a lot of investors. They're wondering if the bull market in stocks is over. They think that we might be on the cliff of a 75% draw down in Bitcoin.But before we can pontificate about the future, we got to analyze what's happening right now in the market. Dan Niles, he's the founder of Niles Investment Management. He had one of the best explanations over the weekend.He writes that there was two factors driving the market this year. First, easy money was coming due to the rate c ...

Hello everyone. Investor confidence has been rocked and asset prices are falling aggressively. We've got five charts that going to explain what's happening with Bitcoin and Palunteers Alex Karp.He drops one of the best rants I've seen on American innovation. We are live today from the desk of Anthony Pompiano. Before we get into today's show, I need your help.We currently have 38,82 subscribers. My first goal is to get to 50,000 subs. Hit that subscribe button.Help us reach the goal. And let's get into toda ...

Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D 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: http://pompletter.com Join 600K+ subscribers on my main cha ...