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3 videos found Channel: Jordi Visser / VisserLabs Predictions

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

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The speaker sees AI moving from cloud training into agents, enterprise systems, edge devices and physical applications, creating sustained demand for compute and infrastructure. · He favors beneficiaries such as Micron, Cisco, Nvidia and Tesla, and expects reflation, stronger PMIs and a possible sm…

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Jordi Visser / VisserLabs · 50:32 min · 21 de December de 2025

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

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The speaker reads market action and global indicators as signs of reflation and a possible PMI upturn, while arguing that falling inflation measures and weakening labor data support the Fed’s rate cut. · They see AI as a major source of growth and productivity, but flag uncertain returns, balance-s…

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Jordi Visser / VisserLabs · 47:25 min · 14 de December de 2025

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

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The speaker sees a split economy: weak hiring, rising financial stress and possible tariff-related downside in traditional sectors, alongside AI and crypto investment, earnings and adoption. · They remain bullish on AI infrastructure and Bitcoin over time, name ASML as a favored stock for next year…

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Jordi Visser / VisserLabs · 57:35 min · 26 de October de 2025

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