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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