Jordi Visser: No Dark GPUs, No Bear Market: The AI Cycle Meets the Bitcoin IPO


📝 Quick Summary

Source: Youtube Jordi Visser

Type: Video

Published: November 09, 2025 at 01:30 PM (7 months ago)

Topics: BITCOIN

Video Description

In this week's video, I walk through why last week's retail sell-off looked like a short term bottom, despite headlines about breath indicators and spec-name carnage. The S&P finished down only 1.6%, but beneath the surface we saw classic bull-market rotation, banks near all-time highs, transports breaking out, and equal-weight making new highs even as speculative names gave up summer gains. This wasn't systemic weakness; it was healthy mean reversion of retail driven “bubble areas” after the S&P traded 13% above its 200-day moving average.
The structural story remains intact: estimate revisions are positive, profit margins continue expanding (13.1% vs. 12.5% last year), and AI-driven operating leverage is offsetting tariff pressures. Banks showing strength while credit spreads sit near...

📊 Why This Matters

This video from Jordi Visser provides insights into the latest cryptocurrency developments. Stay informed about BITCOIN market movements, technical analysis, and breaking news from trusted sources in the crypto community.

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