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Two of the Smartest Investors in AI Just Made the Same Call — Here's What They're Buying
Leopold Aschenbrenner just filed an $8.5 billion short against the AI semiconductor stack. Jordi Visser exited all his semis the same week. Two different frameworks, the same conclusion — and the same rotation into power, miners, and crypto.
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Running Hot Into Scarcity: Why the AI Trade Is About to Hit a Wall
Jordi Visser has exited his entire semiconductor position after an 8x return. His exhaustion model is flashing red, DRAM momentum has rolled over, and Hormuz is breaking the supply chain nobody priced in.
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Jordi Visser & Pompliano: The Semiconductor Trade Is Done — Here's What's Next
Jordi Visser just exited his 8-bagger Micron position. Negative real yields are back. Iran is a structural energy floor. And Dogecoin is the retail sentiment canary. The regime is shifting — here's where capital rotates next.
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