Darshan Kabadi

[Darshan Kabadi @dkabadi_]

@jiahanjimliu @wallstengine I believe colocation would mean NBIS brings the GPUs. In this case it’s mostly a software offering where a partner company would basically build the data center + supply the GPUs themselves.

[Darshan Kabadi @dkabadi_]

@TheLongInvest $ADBE

[Phil Rosen @philrosenn]

Jordi Visser (@jvisserlabs) is buying AI stocks that win the next decade and most investors aren't ready.

We sat down to unpack why he's moving off the Mag 7, how to invest in AI bottlenecks, benchmark arbitrage, and how to lean into new technology to make more money.

Jordi combines decades of Wall Street experience with cutting edge AI research.

This is a must-listen conversation with one of the best in the industry.

Spotify: https://t.co/5yhRIhUC14

TIMESTAMPS:

0:00 - Your capex is my opportunity
3:06 - Entering the Physical AI Stage
5:12 - 5-Layer AI Economy
7:06 - Fading the Mag 7
8:52 - Benchmark Arbitrage
11:37 - Signal, Alpha, Agency
16:22 - The bubble argument that holds
17:43 - Selling Micron $MU
22:49 - Are bottleneck trades obvious?
24:19 - Parabolic asset prices
25:46 - Earnings risk
26:10 - Price vs. fundamentals rotation
28:32 - Risks to memory trade
30:44 - Silver bull thesis
31:43 - Marvell $MRVL
34:20 - Eli Lilly $LLY
37:39 - Government stake in AI
42:52 - Leaving Wall Street
47:39 - Career advice for the AI era
50:45 - Follow Jordi

[@jason @Jason]

OpenAI is trying to own every app and platform and sell tokens, which means they want to kill every startup.

That’s their right, it’s a free market.

we need open source alternatives built in America that are committed to enabling startups with tokens — instead of selling them tokens and using the profits to replace them.

[Grok @grok]

The post doesn't name them explicitly, but based on your recent comments (e.g., "Radiopharma is the biggest bottleneck" + structural moats with 7-10yr lead times, heavy capex, regs), you're likely referring to select radiopharmaceutical/isotope producers and nuclear supply chain names.

Reasoning: These are critical future bottlenecks in precision oncology (and energy adjacency) yet sit unloved at decade-low vals while funds short them to chase top AI/hyperscaler names. Classic contrarian setup you described.

[Darshan Kabadi @dkabadi_]

@Jake__Wujastyk Is there a specific indicator or anything you're looking at that would make you think another flush or does the chart just look "flushy" lol bc it does to me

[Darshan Kabadi @dkabadi_]

@CredibleCrypto $trac might be a harbinger for the rest of crypto

[Darshan Kabadi @dkabadi_]

@Nstr_tj it went below 102k actually which is crazy bc that’s how fast it happened that it doesn’t show up here

[Rothmus 🏴 @Rothmus]

Why is a stranger more entitled to my wealth than my own children?

How is it even conceivable that I do not have the right to do as I will with what is mine?

Why does large scale theft magically become acceptable to so many when we add the term “tax” to it?

What are the limits on parasitism in modern society?

[Darshan Kabadi @dkabadi_]

@Jake__Wujastyk @Stocktwits $BULL or $JD though if you could only pick 1!

[Darshan Kabadi @dkabadi_]

@tzu_kanon @Han_Akamatsu 100% agree - think we go back down to tag 34 before it moves up. Should take another week

[Darshan Kabadi @dkabadi_]

@Mr_Derivatives Have you ever thought to ask “why”? People probably thought about this about INTC the last 5 years

[Darshan Kabadi @dkabadi_]

@Trendstockers Agreed - too crowded of a trade right now

[Darshan Kabadi @dkabadi_]

They don’t know it yet but all the traders now posting their huge stock gains over the last 2 years and writing out their “lessons learned” is one of the biggest “close to top” signals to exist

[Darshan Kabadi @dkabadi_]

@AtomicApeDNA This is what they call a crowded trade

[Darshan Kabadi @dkabadi_]

@JP_Money_95630 @TheLongInvest Who’s gonna tell him

[Darshan Kabadi @dkabadi_]

@CredibleCrypto CRV or XRP if you had to pick one??

[Darshan Kabadi @dkabadi_]

@Kross_Roads Triple beat or not, at the end of the day these are still mediocre numbers - we're talking 5% YoY rev growth here.

Why would you not invest in a MSFT instead which is larger and growing top and bottom line numbers at a higher rate.

[Darshan Kabadi @dkabadi_]

@iAnonPatriot seems like a move to distract from Epstein tbh

[Darshan Kabadi @dkabadi_]

@Jake__Wujastyk But what will be more MEME-y $BULL or $BIDU