X @Anthony Pompliano 🌪
Anthony Pompliano 🌪·2026-05-02 15:54
I spoke with @jvisserlabs this week on why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed.Enjoy!YouTube: https://t.co/th03q6kDk4Apple: https://t.co/DeivddG32eSpotify: https://t.co/bhH46eIAz0TIMESTAMPS:0:00 - Intro0:53 - Why the stock market keeps hitting all-time highs4:37 - AI vs. software (who's winning & ...