Elon Musk

Tesla

<a href="https://www.thestreet.com/crypto/markets/analyst-says-trumps-5000-plan-could-lift-bitcoin-and-gold" rel="noopener noreferrer nofollow">Anthony Pompliano</a>,&nbsp;CEO of Professional Capital Management,&nbsp;has laid out a list of his current market views <a href="https://x.com/APompliano/status/2114341413898854761" rel="noopener noreferrer nofollow">on X</a>, with Bitcoin, artificial intelligence and Elon Musk at the centre.
In the post, three calls stand out for investors weighing where to put money next.
<h2 id="hard-assets-and-ai">Hard assets and AI</h2>
Pompliano said government "will never stop printing money," a backdrop he expects to keep Bitcoin, gold and land rising for two decades. He called AI "drastically underestimated" and said the best AI companies are significantly undervalued.
<blockquote>
 He wrote, “Government will never stop printing money, so Bitcoin / gold / land will all do well for 2 decades. AI is drastically underestimated and the best AI companies are significantly undervalued.”
</blockquote>
He also warned that shorting individual stocks is very difficult, and named a company's internal speed of iteration as the biggest sign of whether it survives.
<a href="https://www.thestreet.com/crypto/markets/elon-musk-has-a-bold-answer-to-americas-40-trillion-debt-crisis" rel="noopener noreferrer nofollow">Related: Elon Musk has a bold answer to America’s $40 trillion debt crisis</a>
“Shorting individual stocks is very difficult, so I wouldn’t try it but the biggest indicator of whether a company survives or not is the internal speed of iteration now,” he noted.
Bonds, in his view, should not be in the conversation for anyone under 50, calling them "picking up pennies in front of steamroller."
<blockquote>
 Pompliano said, “Venture investing &amp; public markets will blend in next 5 years, so private valuations will rise due to lots more capital chasing a few great companies.”
</blockquote>
The Bitcoin bullishness echoes an earlier report, where the <a href="https://www.thestreet.com/crypto/markets/analyst-makes-a-bold-call-on-bitcoin-over-tesla-and-spacex" rel="noopener noreferrer nofollow">crypto analyst said</a> that Bitcoin could beat Tesla and SpaceX as a long-term wealth builder.
"Once Bitcoin gets back up north of $100,000, this thing will rocket,"<a href="https://www.thestreet.com/crypto/markets/analyst-warns-bitcoin-rally-isnt-over-heres-where-money-is-flowing" rel="noopener noreferrer nofollow"> he said. Bitcoin</a> traded near $62,162 at the time.
<h2 id="never-bet-against-musk">Never bet against Musk</h2>
The boldest call concerns Musk.
Pompliano predicted a Tesla and SpaceX merger "will happen" and create the largest company in human history.
<blockquote>
 "Tesla / SpaceX merger will happen and create largest company in human history. My simple rule is to never bet against Elon," he wrote.
</blockquote>
Musk confirmed on SpaceX's third-quarter earnings call last Tuesday that special committees at both companies are assessing a tie-up, though no terms have been agreed.
He called the merger a good idea but said he would not take part in negotiations because of his stakes in both companies. <a href="https://www.thestreet.com/crypto/markets/spacexs-bitcoin-stash-has-lost-millions-this-year-heres-what-musks-company-still-holds-now" rel="noopener noreferrer nofollow">SpaceX holds</a> 18,712 Bitcoin and Tesla 11,509, together more than 30,000.
Pompliano also urged young investors to look beyond what Wall Street<a href="https://www.thestreet.com/crypto/markets/analyst-says-bitcoin-surge-is-a-warning-sign-for-u-s-dollar" rel="noopener noreferrer nofollow"> has adopted</a>, naming private markets, prediction markets, compute markets and data brokering, and said "agents are coming for finance."
<blockquote>
 “Young people should look at assets &amp; markets that Wall Street hasn’t adopted yet. This used to be Bitcoin/crypto, but now private markets, prediction markets, compute markets, and data brokering,” he wrote.&nbsp;
</blockquote>
<a href="https://www.thestreet.com/crypto/markets/if-you-invested-1000-in-bitcoin-when-trump-took-office-in-2017-vs-2025-heres-how-much-youd-have-made-or-lost" rel="noopener noreferrer nofollow">Related: If you invested $1,000 in Bitcoin when Trump took office in 2017 vs 2025, here's how much you'd have made or lost</a>
<h2 id="the-roundtable-100">The Roundtable 100</h2>
If you follow our market coverage, don’t miss the <a href="https://roundtable100.com/tab/rankings" rel="noopener noreferrer nofollow">Roundtable 100</a>. Updated every Friday, it's a power ranking of the 100 most investable tech stocks, including digital assets. Check out the latest <a href="https://roundtable100.com/" rel="noopener noreferrer nofollow">RTB 100</a> rankings at <a rel="noopener noreferrer nofollow">roundtable100.com</a>.

Bitcoin, AI stocks and Elon Musk: Analyst makes 3 bold predictions investors can't ignore

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