“Agentic AI commerce is the accelerant. Once AI agents become transacting, consuming compute, managing subscriptions, settling invoices, moving it, the payment system becomes the operating layer of the”
AI agent budgets are exploding from $100,000 to $11 million in six months and Bitcoin is becoming the default currency they use to transact with each other.
“S&P, I don't know how you can look at that chart and not be bullish. Um, I told last week I showed it as a triangle. You know, we get bad news out of Iran, it still goes higher.”
The broader market completely shrugs off geopolitical shocks to hit new highs by mid-April 2026 because relentless AI token demand fuels a structural rally.
“So Salesforce is now down to a 10p to 2028, 11 PE to next year... This is why from the beginning of the year, I said you want to be short abundance. Anything built on code that can be replicated by a ”
Investors blindly buying Salesforce at an 11 PE ignore that AI computers can now instantly replicate the basic code its entire software empire relies on.
“Nvidia peaked on May 14th... Today is set to close above the 20-day moving average for the first time since June 2nd, holding the 200 day and with a MACD buy signal at the lowest valuation in a decade”
Nvidia is bouncing off its $192.72 support floor at its cheapest price tag since 2015, signaling the broader AI tech selloff is officially over.
“Micron Inc.'s long-term supply agreement is worth $100 billion... Do I think that you're going to get another five bagger in Micron and in SK Heinex in these things over the course of the next five ye”
Micron just locked in $100 billion in long-term supply contracts because physical memory capacity cannot keep pace with exponential AI demand.
“They wrote a positive piece on meta. Uh I'm getting more interested in this consumer agent thing and the upside potential.”
Meta is cracking the consumer AI interface to make agents disappear into daily life, a shift that will explode token consumption by a staggering 24 times.
“This is Apple stock price as we got to all-time highs... they announced they're raising prices 20% because of the memory prices. We know there's going to be less handsets sold. So, what happens? Goes ”
Apple is shrugging off a 20% price hike and ripping to all-time highs because consumer AI agents will force a massive wave of new phone upgrades.
“He's been all over trying to argue that you want to own your own stuff before anthropic and open AI steal it... It's still a name in my 100 name portfolio. I still own it myself, too... I happen to ag”
Palantir locks down proprietary enterprise data to prevent frontier AI models from stealing it, fueling a massive 133% surge in commercial revenue.