Welcome to the Best Ideas Club. Members get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor.
This week we interviewed Jordi Visser, a veteran macro investor with three decades of experience on Wall Street. His current research focuses on the intersection of innovation, AI adoption and bitcoin.
Jordi’s Best Idea
Nvidia has been the dominant AI play of the last two years. But that will change as the artificial intelligence cycle progresses from large-language models like ChatGPT into robotics.
The demand for memory, hardware and self-driving will soon increase rapidly.
That’s why Jordi believes a major manufacturer of memory and storage for data centers is poised to be one of the biggest beneficiaries.
AI advancements tied to hardware, self-driving cars and data centers will continue to accelerate, and Jordi’s stock pick is among the best positioned to capitalize.
In his view, it looks undervalued and “dirt cheap.” Plus, the name has accrued a great deal of short interest (and short bets have to be covered when they are wrong).
Jordi forecasts the stock to set a new all-time high in 2025. As for the emergence of DeepSeek…
Join our Best Ideas Club to unlock the rest of this post and see Jordi’s best investment idea for 2025
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