# #752: Why AI Stocks Are Cheap with John Tinsman

Page: https://stenobird.com/podcast/tftc-a-bitcoin-podcast-226249/752-why-ai-stocks-are-cheap-with-john-tinsman
Text version: https://stenobird.com/podcast/tftc-a-bitcoin-podcast-226249/752-why-ai-stocks-are-cheap-with-john-tinsman.md
Podcast: [TFTC: A Bitcoin Podcast](https://stenobird.com/podcast/tftc-a-bitcoin-podcast-226249)
Published: 2026-06-01T14:00:29+00:00
Episode link: https://feeds.fountain.fm/ZwwaDULvAj0yZvJ5kdB9/items/spb1Qtloqsr61jTAt5aR/files/VIDEO---DEFAULT---aa86414c-4c2a-4754-9989-23aebecc079c.mp4/ORIGINAL.mp3
Audio file: https://feeds.fountain.fm/ZwwaDULvAj0yZvJ5kdB9/items/spb1Qtloqsr61jTAt5aR/files/VIDEO---DEFAULT---aa86414c-4c2a-4754-9989-23aebecc079c.mp4/ORIGINAL.mp3
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JSON: https://stenobird.com/v1/public/podcasts/tftc-a-bitcoin-podcast-226249/episodes/752-why-ai-stocks-are-cheap-with-john-tinsman
Duration seconds: 3409

## Resource

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 https://bitkey.world/ Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

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