Paul Tudor Jones Bullish on Bitcoin, Gold, and Nasdaq—Warns of Swift Correction Ahead
Legendary investor Paul Tudor Jones just dropped a bombshell prediction that's sending shockwaves through financial markets.
The Triple Threat Portfolio
Jones is placing big bets on three major assets: Bitcoin, gold, and the Nasdaq. His reasoning? These are the ultimate inflation hedges in today's economic climate. While traditional investors cling to their boring bonds and blue chips, Jones sees digital gold and tech stocks as the real safe havens.
The Warning Shot
But here's the catch—even the most bullish predictions come with caveats. Jones cautions that markets could see rapid corrections despite his optimistic outlook. It's the classic 'buy the dip' mentality, but with a timer attached.
Why This Matters Now
When a hedge fund billionaire who called the 1987 crash speaks, markets listen. His endorsement gives crypto the institutional credibility that makes Wall Street veterans simultaneously nervous and jealous. After all, nothing terrifies traditional finance more than an asset class they can't fully control.
So while the suits debate monetary policy, smart money is already positioning for the digital future. Just remember—in crypto, corrections aren't setbacks, they're fire sales.
Image source: Getty Images.
nVent positions itself for growth in AI-led data center spending
In the words of CEO Beth Wozniak on the second-quarter earnings call, nVent has become "a more focused, higher-growth electrical connection and protection company." That's come about through management's divestiture of its thermal management business in 2025 for $1.75 billion, and targeted acquisitions of infrastructure solutions businesses from Avail for $975 million (enclosures, switchgear and bus systems for infrastructure, power utilities, data centers, and renewables) and the $695 million acquisition of Trachte in 2024 (protection enclosures for power utilities, data centers, and renewables).
In addition, management has recently announced two manufacturing expansions in Minnesota and West Virginia to strengthen its data center solutions business, including large enclosures for data centers.
Nvidia, and earnings guidance
The refocusing of the business makes sense, as does investing in acquisitions that strengthen thecollaborator's exposure to data centers and AI spending.
It's a strategy that continues to work in the current environment, and it wouldn't be surprising to see management upgrade full-year guidance for organic growth of 8%-10% and earnings growth of 29%-33% when it reports its third-quarter earnings sometime in late October or early November.
