From the Desk of Anthony Pompliano

Why The AI Trade Is STILL EARLY And Not Topping Soon

May 19, 2026·7 min
Episode Description from the Publisher

The market sells off a few days, some AI darlings (Intel, Sandisk) cool off, and once again, investors worry this is the market top. I went on CNBC recently and my message is: zoom out. The data is telling us we're early. Early to adoption, early to productivity gains, early to infrastructure build out. Here's why I continue to be optimistic we're early to this generational trade. 0:00 The top is NOT in1:20 AI is making companies and people make more money4:53 My current thoughts on cryptoListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

Podzilla Summary coming soon

Sign up to get notified when the full AI-powered summary is ready.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of From the Desk of Anthony Pompliano and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.