SummarAIse · Speaker

Jordi Visser

31 videos analysed · from 28-Sep-2025 to 17-Oct-2026

Mentioned in

Literal name mentions in the source transcript. These words are not attributed to this person and do not establish that they appear in the video.

Jordi Visser: Yeah, the simplest mathematical way to do this, and for people who use AI and actually have agents, they already know this. But next year, this becomes a massive thing. GDP, the way it's calculated at the end of the day, is a human-based time mechanism. So it depends on all of you going out and buying coffee and doing all this stuff. Well, you could have your agents running for you, transacting all day long, constantly. And that adds a lot of time in the day. So when we go to stock trading, that's 24-7. When we go to people working at businesses that are 24-7, at the end of the day, consumption, everything GDP is a factor of time. Agents don't sleep. So that means consumption is going to be happening 24 hours a day. So by definition, if you go through 34, the average weekly hours released from the non-farm payroll report, it's 34 hours. And I've done this in presentations and I do it around the world. You're talking about five times the amount of working hours that will be happening in a day purely based on no sleep, no pantry visits, no flirting, all the things that I've said that go on in offices. But then you also get the productivity side. AI is smarter than all of us. So it gets things done faster. It takes less time to do the same things that we used to do. And so you're going to have a lot more happening. And that's why when people like Elon Musk say, well, we're definitely next year going to be at... I don't know, double digit GDP. He's saying that a lot more transactions are going to happen because the people that are doing the transactions, there's going to be less friction. And I just give you one example as like something to think about. If you've purchased a home in this place and had to go through the mortgage process, the settlement, what? It takes a long time for a house to close and to go from beginning to end, the amount of mouths that you feed between the insurance agent, the real estate broker, the lawyer, every single person that gets involved, the bankers, it's a very, very slow process. You are going to have the ability of having that close much faster because of AI, but then you're also going to be able to immediately take that home because it'll be tokenized and you can go borrow on it immediately without having to go to a bank and get... Go through the process of getting cash for it to get a home equity loan. All of that's gonna happen in the next five years. And so you think about how all of those assets become effectively liquid overnight. The M2 is gonna explode in the world because all of those assets become just like money.

Jordi Visser: Yeah, the simplest mathematical way to do this, and for people who use AI and actually have agents, they already know this.

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Verifiable predictions

0 Hit 2 Miss 2 Open

Directional signals

-11.0%

Median excess return vs SPY

91 signals across 40 distinct assets

Says: predictions attributed to this person.

Audited predictions

Predictions. A prediction is an explicit price level and deadline given by the speaker themselves. Each one is resolved automatically against real market data — no editorial discretion.

If we get above the 200-day moving average with everything that I just said, which is up up north of 70 at this point, I do think that that's going to be the beginning of the next phase of crypto and the next phase of AI. We'll see if it happens in the second half of the year. I think it will.

made 04-Jul-2026 BTC-USD high ≥ $70,000 by 31-Dec-2026

Video: Everyone Gave Up On Bitcoin At Exactly The Wrong Time

Open

until we close, which I believe we will at some point soon, whether it's the beginning of next year, even the second quarter. Once we close above 92,000, three days in a row, I think we'll start heading higher again.

made 21-Dec-2025 BTC-USD close ≥ $92,000 by 20-Jan-2026

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

Miss

Goldman Sachs and ARC forecast 150 to 200 billion in annual revenues from mo from autonomous mobility by 2030 with margins nearing 40 to 50% due to lower operational costs and high software. So the price targets in the bull scenario reach 3,000 to 4,000.

made 26-Oct-2025 TESLA high $3,000–$4,000 by 31-Dec-2030

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

Open

Says: signals attributed to this person.

Directional signals

Directional signals. A signal is a directional conviction without an explicit price target. We measure the real return from the first mention until today, and compare it against the S&P 500 (SPY) over the same window. The “excess” column is what matters, not the absolute number — anyone who went long MU during the pandemic looks like a genius if you ignore the broad market.

Asset Date Quote Return vs SPY Excess
MU
Bullish
28-Sep-2025 Micron's up from $60 to $170 as of uh last week before earnings... demand has driven a significant surge in hi… +498.5% +14.7% +483.8%
MU
Bullish
21-Dec-2025 'Micron has basically almost tripled since this note came out' and 'Micron said this week about being sold out… +254.4% +10.8% +243.6%
INTC
Add
05-Oct-2025 Already invested in Intel. +200.2% +13.3% +186.9%
MRNA
Bullish
16-Nov-2025 Moderna cut one order of magnitude... Vaccine was designed in approximately 2 days after the COVID genome rele… +175.7% +14.4% +161.4%
MRVL
Add
07-Dec-2025 left for dead basically during the LLM boom... finally are breaking out. +156.7% +11.4% +145.3%
TER
Add
05-Oct-2025 We now have an opportunity to compete for incumbent GPU testing, a market we've been excluded from for 20 year… +143.6% +13.3% +130.2%
GLW
Add
07-Dec-2025 This is not an AI company but it is moving like Nvidia... Corning stock is similar to Nvidia just at a differe… +117.0% +11.4% +105.7%
GLW
Bullish
14-Dec-2025 Re-rating of fiber optics / glass; PMI-sensitive beneficiary hardware of the power and embodied-AI capex cycle… +117.4% +11.8% +105.6%
ASML
Add
26-Oct-2025 "ASML. The monopoly in EUV lithography the single most irreplaceable company in the AI chip production' this i… +70.5% +11.1% +59.4%
MU
Exit
18-May-2026 dice que ya había vendido dos tercios de Micron y ahora está básicamente fuera por completo +43.7% +2.5% +41.2%
HAL
Bullish
28-Sep-2025 Halliburton broke through the 200-day moving average for the first time since April of last year. +39.7% +14.7% +25.0%
XBI
Bullish
30-Nov-2025 Pharma relative to the S&P 1500 had its best month in the last 30 years... XBI trending higher... XBI outperfo… +33.3% +11.9% +21.4%
MU
Trim
11-May-2026 Micron is an operational example: reduces exposure due to extreme exhaustion while respecting the secular tren… +23.2% +2.4% +20.8%
MO
Bearish
30-Nov-2025 momentum was crushed uh it was down 12.2... the long side of MO which was down 10%... down 11.4%, the worst we… +27.6% +11.9% +15.7%
ADBE
Bearish
21-Jun-2026 Mientras gráficos como Adobe y Salesforce siguen debilitándose. +14.8% +1.4% +13.3%
XLE
Bullish
28-Sep-2025 XLE, 'its best month since June'. +24.7% +14.7% +10.0%
IWM
Bullish
30-Nov-2025 Small caps 'biggest week uh since last year in November' +21.4% +11.9% +9.5%
NET
Add
05-Oct-2025 Core Weave inks a $14 billion Meta deal for the AI demand. +21.4% +13.3% +8.1%
IWM
Enter
07-Dec-2025 IWM small caps going to be a major story in my opinion over the next four years. +18.9% +11.4% +7.5%
CRM
Bearish
21-Jun-2026 Mientras gráficos como Adobe y Salesforce siguen debilitándose. +8.8% +1.4% +7.4%
XOP
Bullish
28-Sep-2025 XOP, 'best week since June'. +20.7% +14.7% +6.0%
BTC
Bearish
28-Jun-2026 Bitcoin sigue siendo dinero muerto para él... Su mensaje es simple: Bitcoin está en bear market. +7.5% +1.9% +5.7%
RUT
Bullish
21-Dec-2025 'small caps are going to benefit from PMIs going higher' and 'you've already started to see the small caps in … +16.4% +10.8% +5.6%
NVDA
Bearish
30-Nov-2025 Nvidia's monopoly is finally getting real competition... it's already discounted that they're going to be losi… +17.4% +11.9% +5.5%
LLY
Enter
14-Jun-2026 Sin embargo, distingue esta preocupación de un colapso general del mercado, favoreciendo en cambio a beneficia… +5.2% +0.3% +5.0%
NVDA
Neutral
21-Dec-2025 'Nvidia right now is close to $5 trillion while the Russell 2000 is close to $3 trillion in market cap' +15.0% +10.8% +4.2%
CRWV
Trim
16-Nov-2025 CoreWeave "sharply reduced its CapEx expenditure guidance from 20 billion down to 12 to 14"... The stock fell … +18.0% +14.4% +3.6%
LLY
Bullish
16-Nov-2025 Eli Lilly (clinical, regulatory, commercialization)... "Developmental costs could fall by 70 to 90%." +16.7% +14.4% +2.4%
MCK
Bullish
05-Jul-2026 If you can improve just a little bit on these bloated companies and get rid of some of the paperwork and make … +2.8% +0.5% +2.3%
NVDA
Bullish
23-Nov-2025 Nvidia Q3 revenues surged to a record 57 billion, up 62%... Nvidia is cheap. +15.7% +13.8% +1.9%
GOOGL
Bullish
30-Nov-2025 Gemini 3 whiteboard test 'proof point that vision language models are beginning to outperform traditional LLMs… +13.7% +11.9% +1.8%
LLY
Add
07-Jun-2026 Eli Lilly como una de sus expresiones favoritas en application layer +3.4% +2.4% +1.0%
ALL
Bullish
05-Jul-2026 Travelers and Allstate were both in the list of 52-week new high. +1.3% +0.5% +0.8%
BTC
Bullish
05-Jul-2026 for the first time, we have divergences... lower lows and higher highs... going back to July of last year... i… +0.7% +0.5% +0.3%
TRV
Bullish
05-Jul-2026 Travelers and Allstate were both in the list of 52-week new high. -0.1% +0.5% -0.6%
JPM
Bullish
16-Nov-2025 JP Morgan ATH en semana; JPM Coin / deposit token... Bank stocks l'der + tokenization play directo. +13.6% +14.4% -0.7%
MU
Exit
05-Jul-2026 Got out of my Micron... If you're lucky enough ever in life to make a 7 to 10 bagger, don't expect there to be… -0.6% +0.5% -1.0%
KRE
Bullish
05-Jul-2026 I think you're going to have a lot of consolidation with inside the regional banks... the bigger banks will be… -0.7% +0.5% -1.2%
LLY
Enter
05-Jul-2026 I've moved into Eli Lilly -1.0% +0.5% -1.5%
XME
Bullish
28-Sep-2025 The XME has been up every single week except one in August. No other part of the market has done this. +11.2% +14.7% -3.5%
MU
Trim
31-May-2026 su punto no era clavar el top; era decir que el risk/reward ya no era el mismo una vez que los grandes nombres… -5.4% -0.2% -5.2%
LLY
Bullish
28-Jun-2026 repite su gran apuesta de que Eli Lilly podría convertirse en la mayor empresa del mundo en cinco años. -3.4% +1.9% -5.2%
MRVL
Hold
05-Jul-2026 I still have Marll -5.4% +0.5% -5.9%
ETH
Hold
29-May-2026 Visser still has Ethereum in his portfolio. -9.7% +0.1% -9.7%
XOM
Add
07-Jun-2026 estuvo comprando Exxon y Chevron -8.5% +2.4% -10.9%
ENTG
Enter
14-Jun-2026 Entegris es mencionada como un ejemplo destacado de esta tendencia, mostrando niveles cercanos a máximos histó… -10.8% +0.3% -11.0%
BTC
Neutral
31-May-2026 Bitcoin sigue en bear market mientras está por debajo de la 200-day moving average con pendiente bajista. -13.0% -0.2% -12.8%
BTC
Hold
29-May-2026 Visser still has Bitcoin in his portfolio. -12.8% +0.1% -12.8%
GOLD
Bearish
16-Nov-2025 gold has bubble qualities just as much as uh the other names are. It doesn't have a fundamental story other th… +1.1% +14.4% -13.2%
MU
Neutral
28-Jun-2026 Incluso Micron, pese a unos resultados enormes y un comentario muy fuerte, se convierte para él en el símbolo … -14.5% +1.9% -16.4%
TSLA
Enter
07-Dec-2025 Do you really want to be short something that looks like it's about to explode? -7.2% +11.4% -18.6%
BTC
Add
18-May-2026 está acumulando plata y Bitcoin -16.8% +2.5% -19.3%
MU
Bullish
21-Jun-2026 Reconoce que salió demasiado pronto de Micron en los 600 y la vio irse por encima de 1.000. -19.2% +1.4% -20.6%
TSLA
Enter
26-Oct-2025 "Elon Musk expressed 100% confidence in achieving unsupervised full self-driving at a safety level far out exc… -9.9% +11.1% -21.0%
VIX
Bullish
28-Sep-2025 VIX calls are cheap right now relative to where they will be if we get a spike. -6.8% +14.7% -21.5%
TSLA
Bullish
19-Oct-2025 Thursday, November 6th, you have Elon Musk shareholder meeting... there's speculation that Optimus 3 will be s… -8.9% +13.4% -22.3%
TSLA
Bullish
28-Sep-2025 Tesla shifts from an $800 billion automaker to a multi-trillion dollar AI mobility platform... Is Tesla at thi… -8.0% +14.7% -22.7%
BTC
Hold
07-May-2026 keeps Bitcoin and Ethereum in the growth allocations -20.0% +3.5% -23.4%
ETH
Hold
07-May-2026 keeps Bitcoin and Ethereum in the growth allocations -20.7% +3.5% -24.1%
TSLA
Trim
02-Nov-2025 I'm calling it – autonomous cars are solved... if you're short Tesla... I'd cover it. -12.9% +11.4% -24.3%
TSLA
Bullish
14-Dec-2025 Elon Musk in an AXI hackathon: 'This unsupervised full self-driving is pretty much solved at this point. There… -14.2% +11.8% -26.0%
TSLA
Bullish
21-Dec-2025 'Tesla is the number one theme for me as a MAG7 stock for next year, but more importantly, for the next five y… -16.6% +10.8% -27.4%
VIX
Bullish
19-Oct-2025 VIX calls are always a way to play a concentrated market like this. -17.6% +13.4% -31.0%
UAMY
Add
05-Oct-2025 $250 million... contract win... munitions for the military. -20.2% +13.3% -33.5%
ORCL
Bearish
14-Dec-2025 Oracle plummets 11% on the week... we just gave up so far this quarter 32%, which was the daily move we saw in… -23.2% +11.8% -35.0%
MSFT
Bullish
16-Nov-2025 Bank stocks (JP Morgan, Goldman Sachs) en m'ximos hist'ricos... The signal macro sigue benigna... JP Morgan ma… -23.6% +14.4% -38.0%
BTC
Bullish
21-Dec-2025 'Bitcoin is the number one winner' and 'until we close above 92,000, three days in a row, I think we'll start … -27.8% +10.8% -38.6%
BTC
Bullish
14-Dec-2025 I put this Substack out this week um going through why this is the most asymmetric bet in my opinion in my car… -27.4% +11.8% -39.2%
ORCL
Bearish
21-Dec-2025 'if we don't get significant revenues in by 2028, Oracle will have a significant problem.' -28.4% +10.8% -39.3%
BTC
Add
23-Nov-2025 I doubled down this week and tripled down this week. -26.3% +13.8% -40.1%
BTC
Hold
23-Nov-2025 I thought Bitcoin would be four times where it closed on this... this is maybe the most wrong I've been ever i… -26.3% +13.8% -40.1%
BTC
Bullish
07-Dec-2025 Bitcoin is building a bottom right now. It'll be a big story for next year. -29.2% +11.4% -40.5%
BTC
Bullish
30-Nov-2025 Bitcoin verse PMI... If we are going to go up, I think Bitcoin will benefit significantly -29.2% +11.9% -41.1%
PLTR
Bullish
09-Nov-2025 Palantir's "Commercial revenue is up 121% year over year. Customers increased by 45%". -34.5% +11.7% -46.2%
BTC
Bullish
16-Nov-2025 Stablecoins are growing rapidly... Stablecoins now rival the world's largest payment networks in transaction v… -32.0% +14.4% -46.4%
CRM
Hold
12-Oct-2025 "if your growth of new revenue stops, you're in trouble." -33.9% +14.8% -48.7%
ADBE
Hold
12-Oct-2025 "if your growth of new revenue stops, you're in trouble." -34.1% +14.8% -48.9%
BTC
Bullish
09-Nov-2025 Bitcoin "went down to the bottom end of the channel. We held"... "There'll be more money that is handed out...… -38.9% +11.7% -50.6%
ETH
Bullish
07-Dec-2025 For tokenization, you're going to need more Ethereum... I think when we trade above here for 2 days, that will… -40.6% +11.4% -52.0%
ETH
Bullish
14-Dec-2025 We did break through what I highlighted last week but then we went right back down and tested the bottom end. … -40.6% +11.8% -52.4%
BTC
Bullish
02-Nov-2025 Bitcoin will always be a major benefactor, but we are still coming out of the .com bubble for crypto... Crypto… -42.1% +11.4% -53.5%
BTC
Bullish
19-Oct-2025 I fully expect the S&P to have another good year. And that means that Bitcoin is going to go higher. -41.1% +13.4% -54.5%
BTC
Bullish
28-Sep-2025 Nvidia peaks right here on August 8th. Bitcoin peaks right here. They're moving together. -42.9% +14.7% -57.6%
BTC
Bullish
12-Oct-2025 Peter Diamandis (Morgan Stanley Wealth) advises "2 to 4% in crypto" -44.4% +14.8% -59.2%
BTC
Bullish
12-Oct-2025 "Luxembourg claims bragging rights as the first Eurozone nation to basically invest in Bitcoin in a sovereign … -44.4% +14.8% -59.2%
BTC
Bullish
12-Oct-2025 "Gold and Bitcoin are the top performing major assets so far in 2025" -44.4% +14.8% -59.2%
ETH
Bullish
09-Nov-2025 Ethereum "not taken out the highs in basically anything else except for Bitcoin and Ethereum for about a week"… -49.3% +11.7% -61.0%
MSTR
Hold
23-Nov-2025 taken a bath uh on my Micro Strategy purchases which were done at the same time around Liberation Day -47.1% +13.8% -61.0%
BTC
Hold
05-Oct-2025 AI purest AI trade is Bitcoin. Bitcoin is energy. It has an energy component. There's a mining component. They… -48.2% +13.3% -61.5%
ETH
Bearish
28-Sep-2025 Ethereum broke through 4,000... Now we're back this way. So, a bunch of longs were wiped out. Massive liquidat… -56.1% +14.7% -70.8%
LAC
Add
05-Oct-2025 The government announces an investment in LAC. Goes up to five and change. Now, it's doubled from there. -60.7% +13.3% -74.1%

This is not investment advice. Data is extracted from public transcripts and resolved against real market prices, without editorial intervention.

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