JB
Julien Bittel, CFA
January 2026Live view →
On the record
last 31 days · 7 positionsBitcoin +2.0 · 1AI +2.0 · 1ISM +2.0 · 1Robotics +1.0 · 1Taiwan +1.0 · 1infrastructure +1.0 · 1Data centres +1.0 · 1
Latest positions
- JBJulien Bittel, CFAStrongly bullish on Bitcoin Expects Bitcoin to rise, viewing its current weakness as an anomaly against a still-rising global liquidity cycle. “Bitcoin is the anomaly” Open the post I posted this earlier in the week on @RealVision… · 15 Jan
- JBJulien Bittel, CFASharply rising on ISM Expects the ISM to re-accelerate in 2026 as second-order CapEx and real-world infrastructure buildout works through the system. “As that capital makes its way through the system, the broader cycle re-accelerates.” Open the post This chart probably best encapsulates the story … · 9 Jan
- JBJulien Bittel, CFAStrongly bullish on AI Expects the AI cycle to move into a second, heavier CapEx phase in 2026, with the broader cycle re-accelerating. “To me, this is the story for 2026...” Open the post This chart probably best encapsulates the story … · 9 Jan
- JBJulien Bittel, CFABullish on infrastructure Expects real-world infrastructure buildout to be the next leg of the cycle. “The next leg is second-order CapEx and real-world infrastructure buildout.” Open the post This chart probably best encapsulates the story … · 9 Jan
- JBJulien Bittel, CFABullish on Data centres Expects data centre buildout to expand, needing power, cooling, networking, storage and grid upgrades. “Data centres need power, cooling, networking, storage, and grid upgrades.” Open the post This chart probably best encapsulates the story … · 9 Jan
- JBJulien Bittel, CFAImproving on Taiwan Expects Taiwan exports to keep leading the cycle, having surged on semiconductors, with the impulse growth phase now passed but the level remaining strong. “Taiwan exports surged, driven almost entirely by semiconductors.” Open the post This chart probably best encapsulates the story … · 9 Jan
- JBJulien Bittel, CFABullish on Robotics Expects the robotics cycle to continue into a second phase of factory automation and real-world buildout. “Factories need automation, sensors, robotics and new control systems.” Open the post This chart probably best encapsulates the story … · 9 Jan
Their output
2 in January 2026Wed 31Wed 14 · 1Sun 1
Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- global semiconductor sales 1 item
- Real Vision 1 item
- AI and robotics boom 1 item
- global liquidity 1 item
- AI 1 item
- infrastructure 1 item
- capex 1 item
- advanced logic 1 item
See what your own voices say about Julien Bittel, CFA, every morning.
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