Fireside Alpha(@firesidealpha):Jordi Visser reveals he's playing the AI buildout through its bottlenecks that will still grow earnings, naming Micron and GE Vernova as scarcity right next to Bitcoin. "But right now, I'm trying to invest in scarcity because I think we're at the phase of innovation where we can't actually produce the energy necessary." "So we're converting, as David Friedberg said in the podcast this past weekend, we're converting molecules into bits. And I want to be involved in the molecule side right now." "And that's why I focus my attention on scarcity. So scarcity is not just Bitcoin." "Scarcity is Micron. Scarcity is GE Vernova. Scarcity is all of these things that are necessary to build out the compute that are still going to have the earnings growing."

2026.08.03 01:25

Jordi Visser reveals he's playing the AI buildout through its bottlenecks that will still grow earnings, naming Micron and GE Vernova as scarcity right next to Bitcoin. "But right now, I'm trying to invest in scarcity because I think we're at the phase of innovation where we can't actually produce the energy necessary." "So we're converting, as David Friedberg said in the podcast this past weekend, we're converting molecules into bits. And I want to be involved in the molecule side right now." "And that's why I focus my attention on scarcity. So scarcity is not just Bitcoin." "Scarcity is Micron. Scarcity is GE Vernova. Scarcity is all of these things that are necessary to build out the compute that are still going to have the earnings growing."

Fireside Alpha@firesidealpha

2026.08.02 18:32

The CEO of America's HBM champion Micron, who also founded SanDisk, was almost never let into the country, denied multiple times. A persistent father paved the way. There was fateful timing too, but you make your own luck and sometimes someone else makes it for you.