Jordi Visser

@UCSLOw8JrFTBb3qF-p4v0v_w - 62.5K subscribers

Empowering seasoned professionals to navigate the future of finance, technology, and AI. What We Offer: - 📊 Cutting-edge market analysis and economic insights - 🔮 Forecasts on impending market regime shifts - 💡 Strategic investment approaches for dynamic markets - 🔑 Crypto essentials for experienced TradFi professionals - 🌉 Bridging traditional finance (TradFi) to decentralized finance (DeFi) - 🤖 Practical guidance on integrating AI into personal and professional life With over 30 years of expertise in traditional finance, I guide you through the evolving landscape of investments, from conventional assets to cryptocurrencies and AI-driven technologies. 📱 Follow on Twitter: @jvisserlabs 🌐 Stay Updated with My Latest Written Insights! - substack.com/@visserlabs Disclaimer: This channel offers educational content only. Always consult with qualified financial and technology advisors before making investment or implementation decisions.

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Hyperscalers Are Collapsing. Is the AI "Bubble" Crashing or Consolidating?

Hyperscalers Are Collapsing. Is the AI "Bubble" Crashing or Consolidating? Jordi Visser

30K views - 2 days ago

Signal Over Noise: “The Most Important Moment in Human History”

Signal Over Noise: “The Most Important Moment in Human History” Jordi Visser

31K views - 1 week ago

The AI Mid-Cycle Slowdown: OpenAI, Anthropic, and the AI Price War

The AI Mid-Cycle Slowdown: OpenAI, Anthropic, and the AI Price War Jordi Visser

30K views - 2 weeks ago

The Fireworks Show Is Over: Why This Is An AI Rotation, Not a Bubble Unwind

The Fireworks Show Is Over: Why This Is An AI Rotation, Not a Bubble Unwind Jordi Visser

37K views - 3 weeks ago

“We Will Have a Crash”: Why AI Brings Out the Fear in People

“We Will Have a Crash”: Why AI Brings Out the Fear in People Jordi Visser

36K views - 1 month ago

How Do I Start With AI? A Simple Foundation for Parents, Kids, and Anyone Feeling Behind

How Do I Start With AI? A Simple Foundation for Parents, Kids, and Anyone Feeling Behind Jordi Visser

20K views - 1 month ago

Bottlenecks, Momentum Breaks, and the Next Phase of AI

Bottlenecks, Momentum Breaks, and the Next Phase of AI Jordi Visser

36K views - 1 month ago

Running Hot Into Scarcity: Why Bottlenecks Are the Risk to the AI “Bubble”

Running Hot Into Scarcity: Why Bottlenecks Are the Risk to the AI “Bubble” Jordi Visser

31K views - 1 month ago

Bubbles, Parabolas and Speed Crashes: The End of Human Market Structure

Bubbles, Parabolas and Speed Crashes: The End of Human Market Structure Jordi Visser

37K views - 1 month ago

Your Capex is My Opportunity: The AI Capex Cycle Has Replaced the Old Economy Business Cycle

Your Capex is My Opportunity: The AI Capex Cycle Has Replaced the Old Economy Business Cycle Jordi Visser

30K views - 1 month ago

The Edge Awakens: Why the Physical AI Upgrade Is Still in the First Inning

The Edge Awakens: Why the Physical AI Upgrade Is Still in the First Inning Jordi Visser

24K views - 2 months ago

All Time Highs Built On A Compute Shortage

All Time Highs Built On A Compute Shortage Jordi Visser

29K views - 2 months ago

Ceasefire, Inflation, Mythos and a Scarcity vs Abundance Moonshot

Ceasefire, Inflation, Mythos and a Scarcity vs Abundance Moonshot Jordi Visser

25K views - 2 months ago

While You're Watching Oil Prices, AI Is Accelerating And Rewriting The Economy

While You're Watching Oil Prices, AI Is Accelerating And Rewriting The Economy Jordi Visser

32K views - 2 months ago

The End of TACO PTSD: Markets Are Finally Facing The Inflation Reality

The End of TACO PTSD: Markets Are Finally Facing The Inflation Reality Jordi Visser

33K views - 3 months ago

2025 TACO PTSD: Why Strategists, Analysts, and Investors Are Still Fighting the Last War

2025 TACO PTSD: Why Strategists, Analysts, and Investors Are Still Fighting the Last War Jordi Visser

26K views - 3 months ago

Oil, AI, and Private Credit: The New Market Stress Cycle

Oil, AI, and Private Credit: The New Market Stress Cycle Jordi Visser

29K views - 3 months ago

Financials Are Warning Something Is Wrong: Oil, AI and Credit Are Colliding

Financials Are Warning Something Is Wrong: Oil, AI and Credit Are Colliding Jordi Visser

31K views - 3 months ago

The Hidden Crisis: Private Credit, Hyperscaler Leverage, and the Software Reckoning

The Hidden Crisis: Private Credit, Hyperscaler Leverage, and the Software Reckoning Jordi Visser

27K views - 3 months ago

Valuations Are Falling for a Reason: AI Is Repricing the Future

Valuations Are Falling for a Reason: AI Is Repricing the Future Jordi Visser

36K views - 4 months ago

Supersonic Tsunami Hits SaaS: My Turbulence Model Is Flashing Risk

Supersonic Tsunami Hits SaaS: My Turbulence Model Is Flashing Risk Jordi Visser

41K views - 4 months ago

The SaaS-Pocalypse, Bitcoin Crash and Why Understanding Palantir is Now Important for Both of Them

The SaaS-Pocalypse, Bitcoin Crash and Why Understanding Palantir is Now Important for Both of Them Jordi Visser

44K views - 4 months ago

Agent Swarms, OpenAI Virus, And The Age Of Parabolic Volatility

Agent Swarms, OpenAI Virus, And The Age Of Parabolic Volatility Jordi Visser

28K views - 4 months ago

Silver Went Parabolic — The Next Trade Is Still Forgotten

Silver Went Parabolic — The Next Trade Is Still Forgotten Jordi Visser

34K views - 5 months ago

Semis vs Software Is Breaking the Market (Scarcity vs Abundance)

Semis vs Software Is Breaking the Market (Scarcity vs Abundance) Jordi Visser

29K views - 5 months ago

Data Center Delays vs. Infinite AI Demand: The 2026 Bottleneck Trade

Data Center Delays vs. Infinite AI Demand: The 2026 Bottleneck Trade Jordi Visser

31K views - 5 months ago

2026 Outlook: The AI → Physical World Inflection

2026 Outlook: The AI → Physical World Inflection Jordi Visser

29K views - 5 months ago

From Apps to Agents: Why 2026 Is the Real AI Inflection Point

From Apps to Agents: Why 2026 Is the Real AI Inflection Point Jordi Visser

30K views - 6 months ago

Oracle Crashes 11%: The Deadly ROIC Gap Could Kill the AI Hyperscalers in 2026

Oracle Crashes 11%: The Deadly ROIC Gap Could Kill the AI Hyperscalers in 2026 Jordi Visser

26K views - 6 months ago

The AI Industry Is YOLOing to a Bubble… And That’s Why It Won’t Burst.

The AI Industry Is YOLOing to a Bubble… And That’s Why It Won’t Burst. Jordi Visser

38K views - 6 months ago

Momentum Crashes: Why Nvidia Is Falling, Google Is Surging, and VLMs Change Everything

Momentum Crashes: Why Nvidia Is Falling, Google Is Surging, and VLMs Change Everything Jordi Visser

27K views - 7 months ago

AI Panic, Bitcoin Crash, Bubble Warnings… And the Opportunity Hiding Beneath the Fear

AI Panic, Bitcoin Crash, Bubble Warnings… And the Opportunity Hiding Beneath the Fear Jordi Visser

39K views - 7 months ago

AI Capex Cuts and Retail Bubble Pops: Is this the Bear Market Beginning?

AI Capex Cuts and Retail Bubble Pops: Is this the Bear Market Beginning? Jordi Visser

42K views - 7 months ago

No Dark GPUs, No Bear Market: The AI Cycle Meets the Bitcoin IPO

No Dark GPUs, No Bear Market: The AI Cycle Meets the Bitcoin IPO Jordi Visser

39K views - 7 months ago

The New QE Is AI and Crypto: A Deflationary Revolution of Agents, Tokens, Bitcoin, and Robotaxis

The New QE Is AI and Crypto: A Deflationary Revolution of Agents, Tokens, Bitcoin, and Robotaxis Jordi Visser

31K views - 7 months ago

New All-Time Highs for Stocks, Gold Cracks, and the Worst Jobs Market in 50 Years

New All-Time Highs for Stocks, Gold Cracks, and the Worst Jobs Market in 50 Years Jordi Visser

27K views - 8 months ago

Rare Earths and the Liquidity Panic: Why the China–US Talks Matter More Than Rate Cuts

Rare Earths and the Liquidity Panic: Why the China–US Talks Matter More Than Rate Cuts Jordi Visser

21K views - 8 months ago

7-Sigma Shock: Is This the Start of an S&P Crash?

7-Sigma Shock: Is This the Start of an S&P Crash? Jordi Visser

23K views - 8 months ago

The Real Bubble Is Coming: Why Bitcoin Is the Purest AI Macro Trade

The Real Bubble Is Coming: Why Bitcoin Is the Purest AI Macro Trade Jordi Visser

29K views - 8 months ago

AI “Bubble” or $Trillion Shift? Compute Crunch, Power Grid Strain, Humanoids and Labor Weakness

AI “Bubble” or $Trillion Shift? Compute Crunch, Power Grid Strain, Humanoids and Labor Weakness Jordi Visser

19K views - 9 months ago

Fed Policy Mistake vs. AI Disruptive Boom: Focus on the Forest, Not the Trees

Fed Policy Mistake vs. AI Disruptive Boom: Focus on the Forest, Not the Trees Jordi Visser

14K views - 9 months ago

Oracle’s AI Order Shock: The Week Tariff Fears Died

Oracle’s AI Order Shock: The Week Tariff Fears Died Jordi Visser

14K views - 9 months ago

Recession or Stagflation? Breaking Down the Latest Payroll Data

Recession or Stagflation? Breaking Down the Latest Payroll Data Jordi Visser

16K views - 9 months ago

Stocks Climb the Wall of Worry While Bitcoin "Crashes"

Stocks Climb the Wall of Worry While Bitcoin "Crashes" Jordi Visser

15K views - 10 months ago

AI Bubble or Regime Shift? Tesla Robo-Taxis Signal the Future of Embodied AI

AI Bubble or Regime Shift? Tesla Robo-Taxis Signal the Future of Embodied AI Jordi Visser

16K views - 10 months ago

Bessent’s Message: The Fed’s Next Era Will Be AI-Driven

Bessent’s Message: The Fed’s Next Era Will Be AI-Driven Jordi Visser

16K views - 10 months ago

Q2 Earnings Surprise + GPT-5 Release: The Next Industrial Revolution Is Here

Q2 Earnings Surprise + GPT-5 Release: The Next Industrial Revolution Is Here Jordi Visser

13K views - 10 months ago

The AGI Race: The Defining Macro Force of Our Time is Here

The AGI Race: The Defining Macro Force of Our Time is Here Jordi Visser

13K views - 10 months ago

"Stock Bubble": Houston We Have a Problem

"Stock Bubble": Houston We Have a Problem Jordi Visser

17K views - 11 months ago

Trump Warns Market: Be Ready For Powell Firing

Trump Warns Market: Be Ready For Powell Firing Jordi Visser

15K views - 11 months ago

Weak Momentum and the Return of "Tariff Man": Is Another Market Crash Coming?

Weak Momentum and the Return of "Tariff Man": Is Another Market Crash Coming? Jordi Visser

14K views - 11 months ago

The 2030s Will Be a Graveyard for Fortune 500 Companies

The 2030s Will Be a Graveyard for Fortune 500 Companies Jordi Visser

15K views - 11 months ago

The Great Divergence: LEI Screams Recession, AI Powers Ahead

The Great Divergence: LEI Screams Recession, AI Powers Ahead Jordi Visser

15K views - 1 year ago

The End of Economic Consensus: AI, Layoffs, and the Coming Labor Shockwave

The End of Economic Consensus: AI, Layoffs, and the Coming Labor Shockwave Jordi Visser

15K views - 1 year ago

Will the Israel-Iran Conflict Crash Markets? Or Will AI Keep the Bull Alive?

Will the Israel-Iran Conflict Crash Markets? Or Will AI Keep the Bull Alive? Jordi Visser

14K views - 1 year ago

AI Is Creating a Silent Recession: Markets Up, Jobs Down-9 Reasons Bitcoin Will Spike this Year

AI Is Creating a Silent Recession: Markets Up, Jobs Down-9 Reasons Bitcoin Will Spike this Year Jordi Visser

13K views - 1 year ago

AI Inference Explosion: Veo 3, Job Losses, and the Future of Global Growth Led by Bitcoin

AI Inference Explosion: Veo 3, Job Losses, and the Future of Global Growth Led by Bitcoin Jordi Visser

11K views - 1 year ago

Will a Bond Collapse Crash Equities and Send Bitcoin Soaring?

Will a Bond Collapse Crash Equities and Send Bitcoin Soaring? Jordi Visser

18K views - 1 year ago

China Tariff Pause and AI Drive Market Towards the All Time-Highs

China Tariff Pause and AI Drive Market Towards the All Time-Highs Jordi Visser

10K views - 1 year ago

The Real Impact of Tariffs: Dollar Down, Bonds Shaken, Bitcoin Rising

The Real Impact of Tariffs: Dollar Down, Bonds Shaken, Bitcoin Rising Jordi Visser

13K views - 1 year ago