Jordi Visser: AI foam theory does not exist, and half of S&P 500 companies will lose investment value

Jordi Visser, the research director of 22V Research, said that the AI foam theory does not exist, and half of the companies in the S&P 500 index will lose their investment value in the next five to ten years. Jordi Visser pointed out that Samsung is expected to make a profit of $217 billion this year, Nvidia's valuation is at a ten-year low, and the remaining performance obligations of ultra large cloud providers are as high as $200 million. Jordi Visser recommends that ordinary investors allocate 10% of their funds to top digital assets and cutting-edge AI targets, while young investors can allocate 20% and are optimistic about Nvidia, Maiwell Technology, Eli Lilly, Caterpillar, and Modin Manufacturing.