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5 directional calls with a price to read (4 bullish, 1 bearish). 1 week later, with the call in 1 of 5; 1 month later, with the call in 1 of 5. Prices as of 2026-09-11. Three fixed windows, the same for every call, always shown together: one week, one month, three months after the first close that followed the tape. What the market did, not a score: a call can have a different horizon, and a view with no number or deadline is never graded here.
Nasdaq from 2026-05-18 to 2026-09-10 · ▲ bullish · ▼ bearish · dot = the close that day
Date
Market
Call
What was said
1 week
1 month
3 months
2026-06-13
from 1,088
Micron
Bullish (Leaning)
How is something go up a thousand percent from where it was during the first quarter of last year? And it's still cheap today
I'm buying energy because all of these things that you mentioned to get to the point where we're actually producing compute, we need to have these physical commodities
And now we're going to be in a phase for the next three to six months where a lot of these semiconductor names and a lot of the cooling names and a lot of all the things on the infrastructure, we're probably going to have equal news of disappointment with equal news of surprises
Visser says SpaceX deserves a premium for Musk's ability to build data centers through the bottlenecks.
I think the premium that should come for SpaceX is the ability of him to navigate the bottlenecks that we're seeing and be able to build these data centers
Visser says SpaceX is a richly valued current business plus a large call option on space stations/orbital data centers.
So I think SpaceX is really two companies. You're getting a put in it, which is the revenue that's coming in right now. It's still valued extremely rich, but then you're getting this massive call option on these other parts
Visser says he is buying energy (and silver, copper) because compute build-out needs scarce physical commodities.
I'm buying energy because all of these things that you mentioned to get to the point where we're actually producing compute, we need to have these physical commodities
Visser says semis, cooling and AI-infrastructure names face three to six months of mixed news after a hoarding-driven spike.
And now we're going to be in a phase for the next three to six months where a lot of these semiconductor names and a lot of the cooling names and a lot of all the things on the infrastructure, we're probably going to have equal news of disappointment with equal news of surprises
Visser says the cost of producing tokens is about 4x a year ago due to compute bottlenecks.
The other side is the cost of producing the tokens is going up dramatically. And when I mean dramatically, I mean, we're talking about four times where it was a year ago
Visser says AI models will be commoditized; the most expensive ones are not needed and corporations have not learned to use them.
And that has always been my belief is that these models will be commoditized that you don't need to use the most expensive ones and that the corporations haven't figured out yet how to use them
Visser says AI is a bull market, not a bubble; the current mid-cycle slowdown means sideways action.
this is a bull market in AI. And there are going to be periods like now where I think we're in a mid cycle slowdown. That doesn't mean that it's a bubble. That just means they go sideways