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Nvidia looks overvalued compared to this 'dirt cheap' AI bet that could surge 70% this year

Veteran macro investor Jordi Visser's best idea for 2025.

Author

Phil Rosen
February 02, 2025

Welcome to the Best Ideas Club. Members get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed Jordi Visser, a veteran macro investor with three decades of experience on Wall Street. His current research focuses on the intersection of innovation, AI adoption and bitcoin.

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