Why All-Time High Stocks Are Bullish for Bitcoin | Jordi Visser

A deep look at how AI-driven compute and multi-model workflows are reshaping markets, jobs, research, and practical steps to use AI for advantage.

Key Takeaways

AI is driving a sector rotation: semiconductors, power, chemicals, and photonics lead; consider a small allocation, ride momentum, and rotate when weakness appears.
Adopt multi-model workflows—GPT variants, Claude, Gemini—subscribe by task; use concise imaging-capable models (ChatGPT 5.5) and uploaded data to retain context and speed research.
Exploit information arbitrage: monitor local sources (Korean reports), translate quickly, and publish targeted research (e.g., power‑semiconductor paper) to capture alpha.
Learn AI by doing: practice chat, co‑work, and code daily; students should build voice-first apps and use AI to automate taxes, bills, and brainstorming for career gains.
Prepare for macro shifts: digital employees keep margins high while compute and infrastructure competition (Amazon, Google, XAI, Meta) reshapes firms; adopt open-source to lower costs.
Watch downstream winners from tech-driven behavior change: GLP‑1 adoption shifts demand (mints, gum, wine); demographic and presentation effects create unexpected investment opportunities.