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‘We’re in the First or Second Inning’ of AI Revolution, Says Top Analyst
Key takeaways
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and ASML didn t make the cut.
- Jordi Visser of Weiss Multi-Strategy Advisers is leaning hard into the AI buildout, telling Anthony Pompliano on The Pomp Podcast that "the AI generational situation is still in the first or second inning."
- Visser said he holds 15 to 20 international semiconductor and chemical companies in his AI thematic portfolio, naming ASML Holding (NASDAQ:ASML), Soitec, Ajinomoto, and Siemens Energy.
ASML (ASML) reported Q1 2026 revenue of $10.3B with a 53% gross margin and net income of $3.25B, as CEO Christophe Fouquet linked the outlook directly to accelerating AI-related infrastructure investments, with logic customers driving the majority of bookings.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and ASML didn t make the cut. Grab the names FREE today.
Jordi Visser of Weiss Multi-Strategy Advisers is leaning hard into the AI buildout, telling Anthony Pompliano on The Pomp Podcast that "the AI generational situation is still in the first or second inning."
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