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I asked @cfosilvia what is likely to happen with stocks if the AI bears are wrong. She says we could see 10% - 22% higher in the S&P. Ask her your own...

Anthony Pompliano asked economist @cfosilvia what would happen to stocks if AI bears are wrong. She responded that the S&P 500 could see gains of 10% to 22%.

Background

- Anthony Pompliano ("Pomp") is a well-known crypto investor and podcaster who also comments on broader markets. The account @cfosilvia appears to be a market analyst or commentator he is citing. - "AI bears" refers to investors who are pessimistic about AI stocks — the belief that the AI boom (led by companies like Nvidia, Microsoft, and other tech giants) is overhyped and due for a correction. If those bears are wrong, it implies AI-driven earnings will continue to lift the overall market. - The S&P 500 is the main US stock market index; a 10–22% rise from current levels would be a very large bull move, putting the index at new all-time highs. - The context is early 2025, where AI stocks have already rallied enormously, and there is intense debate about whether the rally is sustainable or a bubble. Pompliano is known for being bullish on crypto and tech, so this post reflects that optimistic camp.