“I even bought Micron at higher levels than the average price of where I got out... We have a shortage in memory. These guys are doing long-term contracts. Their earnings blew away.”
Micron locks in a massive AI memory shortage as surging demand completely sells out their 2026 high bandwidth supply and drives up prices across the board.
“This is Adobe... These are downward moving 200 day moving averages. These stocks are toast. They may bounce back up to the 200 day but they're going to have to pivot their business.”
Adobe's business model is fracturing as users flee to AI alternatives, dragging the stock down to $227 and signaling a desperate need for a major pivot.
“Marvell got down to 62%. It's been painful... It's still my biggest position.”
Scoop up Marvell during this painful tech digestion period because insatiable AI compute demand now drives a massive 76% of their total sales.
“If the S&P is going down, it wouldn't be up this much year-over-year... Use the S&P 500 as the best benchmark for the economy... We're not even in the ballpark of that happening anytime soon.”
Early earnings reports deliver a massive 16% surprise that crushes recession fears and cements the S&P 500 as the ultimate vehicle for economic growth.
“The hyperscalers... debt to equity on these companies is next to nothing. And the combined RPOS, contractual orders that they already have where the reason they can't fill them is because they don't h”
Microsoft sits on massive contractual orders they cannot fill and will spend a record $190 billion to build out capacity for insatiable AI compute demand.
“The hyperscalers... debt to equity on these companies is next to nothing. And the combined RPOS, contractual orders that they already have where the reason they can't fill them is because they don't h”
Meta boasts near-zero debt to equity and is stockpiling compute to fill massive contractual orders over the next four years of insatiable demand.
“The hyperscalers... debt to equity on these companies is next to nothing. And the combined RPOS, contractual orders that they already have where the reason they can't fill them is because they don't h”
Google sits on a massive $514 billion contract backlog it cannot fulfill because AI compute demand wildly outpaces supply despite a pristine balance sheet.
“The hyperscalers... debt to equity on these companies is next to nothing. And the combined RPOS, contractual orders that they already have where the reason they can't fill them is because they don't h”
Amazon sits on a massive $364 billion backlog of contractual orders and a tiny debt load, proving they can safely borrow to build out insatiable AI compute.
“Consumer agents, the rise of agents leads to more crypto. Bitcoin is the collateral of the future... this is going to be where the beta is over the next 12 months.”
With Robinhood opening to AI bots in May, consumer agents will flood the market and crown Bitcoin as the ultimate collateral asset over the next 12 months.
“If you go to Salesforce you get the same story. These are downward moving 200 day moving averages. These stocks are toast.”
Salesforce requires a massive business pivot to survive as its downward-sloping 200-day moving average proves the legacy software giant is completely toast.
“Nvidia's had tremendously good earnings... It's really the only semi I own except for Nvidia at this point.”
Nvidia continues to compound returns at over 20% annually, anchoring the portfolio as tremendous earnings growth overrides near-term technical volatility.
“Most a good portion of the money that I rotated into was into Bitcoin, Ethereum, and silver.”
Tech stocks just dumped 4 percent, triggering a massive capital rotation where investors are buying up silver to escape the overextended AI trade.
“Most a good portion of the money that I rotated into was into Bitcoin, Ethereum, and silver.”
Visser calls the tech selloff a 100% rotation and shifts his profits directly into Ethereum to play the coming wave of consumer AI agents.
“Apple one of the largest stocks in the world. A consumer agent story... Bad news, bad news. Boom. Consumer agents are coming, guys.”
Apple shrugs off bad news and rides the coming wave of consumer AI agents, leveraging a $14 billion AI capex to dominate the everyday user experience.
“Stripe put in a bid for PayPal... And now they're looking into PayPal. And this is a stable coin story. So I put this together and basically highlighted that PayPal is in my 40name crypto thematic ind”
Stripe dropping 1.1 billion on Bridge proves stablecoin infrastructure is booming, positioning PayPal as the ultimate asset in the growing crypto ecosystem.