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☕ Mark My Words: $60B for AI World Domination

Jan 24, 2025

Good morning! 👋

The S&P 500 is creeping towards a new record high as I type and on track for the second big weekly gain in a row.

Incredibly, many investors STILL don't understand the game.

They’re cowering on the sidelines and worried about things they can’t control when the stuff they can – like buying great companies with great profits – is right in front of ‘em.

Here’s my playbook.

1 – Trump to Davos: Buckle up

U.S. President Donald Trump addressed the World Economic Forum in Davos yesterday saying he would “demand that interest rates drop immediately.” The President also said he would ask Saudi Arabia and other OPEC nations to lower the price of oil. (Read)

Love him or hate ‘em, it’s game time.

We stand on the cusp of a flood of innovation and money the likes of which may be unseen in modern market history.

Keith’s Investing Tip: Many people will instinctively want to make this political, but it’s not. Money doesn’t do politics and neither do I. History shows very clearly that the world moves from one extreme to another and, when that happens, that there’s incredible profit potential created under whatever administration is in office at the time. Every time. Be sure you’re on board if for no other reason that you may not get another shot.

2 – Tesla Y… because it’s better

Tesla has launched a redesigned version of its best-selling Model Y in the U.S., Canada, and Europe, following its initial release in China. (Read)

The "Model Y Juniper" includes an exterior redesign, interior upgrades and enhancements to make this a better version of the already globally bestselling car.

If you’ve been paying attention, you’ll know that this is much more than just a new EV, Tesla’s preparing for an autonomous future.

Hooyah!

I maintain Tesla is still 3-5X a few years from now.

Funny enough, I’m not alone in my thinking… Unka Elon just said as much observing that Tesla has the potential to be the largest company by market cap by a large margin.

If you’re not buying, my guess is you’ll be cryin’.

Not possible you say?

I’ve heard that for years from the smartest people in the room, quite a few of whom have told me that they wished they’d listened.

Keep in mind that Tesla has returned 2,978.53% over the past decade versus the S&P 500 which has turned in a super healthy and very respectable 198.27% over the same time frame.

That’s a 15X to 1 advantage and powerful confirmation that owning the right stocks can help you build transformative wealth at a pivotal time in human history.

3 – Zucko wants to spend $60B on AI

Many investors cannot grasp how big AI is, so they make the mistake of thinking about it as “a” tech when it is quite possibly the biggest tech of all time.

I am not surprised that Meta CEO Mark “El Zucko” Zuckerberg is out with news this morning that his company intends to spend $60-65B to build out AI infrastructure. (Read)

Normally, I don’t agree with the man but in this case I do.

“2025 will be a defining year for AI.”

Most investors will view this in terms of social media, but I don’t think that’s Zuck’s end-game at all.

He’s playing for all the marbles.

Zuck may be a lot of things, but stupid isn’t one of ‘em.

I think he is very conscious that he’s up against Grok, Siri and ChatGPT. A few years ago, I would have included Alexa in the mix but at this point, my dog Bryce is smarter than she who shall remain nameless in our house. And Google, while we’re at it, is just “me, too” at this point.

Buy the best, ignore the rest!

4 – Time to invest outside of the US - not

BlackRock CEO Larry Fink, speaking at Davos, suggested that pessimism about Europe is overdone and now may be a good time to invest in the region. (Read)

Respectfully, I disagree.

Between the regulation and stifling policy, the EU has lower venture capital availability, spends less on R&D+i, higher costs, a lower percentage of working age adults with digital skills, IT specialists, lower productivity, higher regulatory burden … and that’s just for starters.

Less than 25% of large business offer cross-border online sales within the EU and fewer than 10% of the SMEs according to Elcano. Here in the US, at least 64% of manufacturers, retailers, and logistics service providers globally are either currently involved in cross-border e-commerce or plan to be within the next year according to various sources.

Moreover, only 20% of small enterprises (10 to 49 employees) and 30% of midsize firms (50 to 249 employees) made e-commerce sales via websites at the EU level.

Now, could you make the argument that this will change?

Sure.

But do you want to bet on it?

I don’t.

Keith’s Investing Tip: Investing is a constant series of tradeoffs in that you’ve got to regularly evaluate where you’ll get the biggest bang for your buck. Right now, that’s primarily large cap US choices, including many of the names we talk about regularly as opposed to the small and midcap choices that make up roughly 70% of total globally listed stocks outside the US.

Trade Idea: Breaking old habits is hard to do – I get it, believe me. Which is why, if you really want to play ball, forget Europe and go for Africa or the Middle East where growth could skyrocket over the next 20 years because of a variety of factors including digital leap-frogging, transformative infrastructure development, global trade corridors and even one of the world’s youngest workforces.

Hopefully, you have this covered or are at least thinking about what I’ve just shared with you. There is no doubt in my mind that what I am seeing will create another generation of millionaires when you do the math. I’ll be here if that’s of interest.

5 – URGENT Reminder

It came to my attention a few days ago while we were in Italy that a fake One Bar Ahead® community was being operated and promoted without my consent, approval or knowledge on Meta (like that’s a surprise). Similarly, there are imposters surfacing on both Meta and X, again without my knowledge, consent or approval. 🤦‍️

To be clear: I have no involvement whatsoever. I have never and do not offer “copy trading” – whatever the fruitloops that is – private channels or other malarkey being shopped by the imposters. I will never solicit you via DM for anything, period.

The fake sites and impersonators clearly intend to deceive, to defraud and to steal from consumers. Worse, they seem to pop up faster than an old-fashioned game of “whack a mole.”

Bottom line…

DO NOT ENGAGE these people under any circumstances, especially via DM where they have apparently cloned my voice, my writing style and my likeness using AI.
Please block and report ‘em immediately, both to Meta and X but also the appropriate legal authorities.

On a personal note, I am astonished that Meta and X can control advertising to the pixel but can’t seem to rein in this kind of nonsense, particularly when scammers cost consumers an estimated $1.03T worldwide last year alone according to the Global Anti-Scam Alliance.

This isn’t rocket science.

Stay frosty!