Jordi Visser, an experienced macro investor with over 30 years of experience, claims that markets are entering a period of significant "rotation" (capital redistribution), and predicts that Bitcoin and artificial intelligence hardware (AI) will become the main winners of this period. Jordi Visser, a macro investor closely watched by the financial world, made remarkable statements about the future of markets on Anthony Pompliano's program. According to Visser, while the software sector is losing value due to the disruptive impact of artificial intelligence, Bitcoin, semiconductors, and commodities are becoming central elements of a new investment cycle. Visser stated that the biggest mistake investors make is equating artificial intelligence with traditional software development companies (SaaS). Arguing that AI has made programming "virtually free and easily accessible," Visser said: "All business models built on code are experiencing a serious decline in profit and competitive pressure. Therefore, while giants like Salesforce and Adobe will suffer, equipment and infrastructure providers such as Nvidia, Dell, and Corning will continue their parabolic growth."