
#752: Why AI Stocks Are Cheap with John Tinsman
By Marty Bent
Aired Jun 1, 2026 · 56m · Last boosted Jun 1, 2026
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Show Notes
Marty sits down with John Tinsman to discuss the astronomical ROI of AI data centers, why hyperscaler CapEx has made the US economy rate-inelastic, and the brewing agricultural input crisis. John on X: https://x.com/JohnTinsman AOT: https://aotetf.com/ STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey<...
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