Anthony Pompliano

MicroStrategy continues executing the most aggressive corporate Bitcoin treasury strategy, converting equity into hardest asset.

MicroStrategy remains the best public equity proxy for Bitcoin exposure with leveraged upside to digital asset adoption.

Bitcoin ETFs like IBIT are giving traditional investors seamless access to the best performing asset.

Institutions are quietly accumulating Bitcoin through spot ETFs while retail remains sidelined and fearful.

IBIT is the wrapper wealth managers finally trust — this is the demand shock we predicted.

MicroStrategy remains the highest-beta public equity expression of Bitcoin.

Coinbase is a call option on regulated crypto rails; stablecoin revenue is the sleeper.

Robinhood's crypto revenue mix is now high enough to re-rate the whole business.

Tesla remains interesting as both an EV play and AI bet, though valuation is stretched near term.

MicroStrategy's Bitcoin treasury strategy remains the most aggressive corporate adoption play in public markets today.

NVIDIA is the picks-and-shovels play for the AI gold rush of the decade.

Meta's AI-driven ad targeting improvements are directly showing up in ARPU expansion.

Tesla's optionality on autonomy and robotics is mispriced by traditional auto analysts.