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To investors,

I sat down with Chris Camillo yesterday to discuss his big investment idea for the next decade. Chris is famous from the Unknown Market Wizards book as one of the best traders you have never heard of. His famous strategy is now coined “social arbitrage” and it is defined as an investment strategy that involves analyzing social media trends and sentiment to identify and capitalize on market inefficiencies.

But Chris is making a much bigger bet these days — humanoid robots.

He believes this is the largest total addressable market opportunity in his lifetime. He sees a future where tens of billions of humanoids are roaming the earth helping humans do a variety of tasks. This technology revolution could add more than $10 trillion to Tesla’s market cap, along with create multi-trillion dollar winners in Figure AI, Apptronik, and others.

This conversation was fascinating. I have been going deep down the humanoid rabbit hole in the last few weeks. It seems to be the largest investment opportunity since bitcoin. I would argue that humanoids will probably be an even bigger market cap than bitcoin.

You can watch my interview with Chris on YouTube or watch the interview on X by clicking here.

I will share more as I learn about the market, the players, and the opportunity. Hope you all have a great day.

– Anthony Pompliano

Founder & CEO, Professional Capital Management

Hamilton Lane CEO Explains Why They Are Tokenizing Many Of Their Funds

Erik Hirsch is the Co-Chief Executive Officer at Hamilton Lane.

In this conversation we talk about global uncertainty, bitcoin, gold, investing strategies, tokenization, and why they are putting so much effort and time into it.

Enjoy!

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You are receiving The Pomp Letter because you either signed up or you attended one of the events that I spoke at. Feel free to unsubscribe if you aren’t finding this valuable. Nothing in this email is intended to serve as financial advice. Do your own research.