Pomp's current investing views, short version:
- governments won't stop printing, so bitcoin, gold and land do well for 20 years
- AI is underestimated and the best AI names are undervalued
the first one i agree with. the printing never really stopped
the part i'd add: "do well over 20 years" doesn't mean smooth. $BTC already has 4 red monthly closes this year and October is red so far
do you buy the 20 year thesis?
(via @APompliano on X)
#EarningsSeason #BTC
- governments won't stop printing, so bitcoin, gold and land do well for 20 years
- AI is underestimated and the best AI names are undervalued
the first one i agree with. the printing never really stopped
the part i'd add: "do well over 20 years" doesn't mean smooth. $BTC already has 4 red monthly closes this year and October is red so far
do you buy the 20 year thesis?
(via @APompliano on X)
#EarningsSeason #BTC
