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☕ Another $25B reasons to pay attention to cybersecurity

Jul 30, 2025

Howdy! 👋

Futures were in the red when I first rolled in this morning after a bit of PT but now all three biggies – the Dow, the S&P 500 and the Nasdaq – are essentially flat to green.

Cue the drama.

It’s Fed Day.

Meaning it’s the day we’re all supposed to get clarity about what Unka Powell decides to do next with interest rates.

The pontificators are out in force already, dissecting a statement that hasn’t yet been made. 🤦‍

Let ‘em.

Rates are for traders, but profits are for investors.

Here’s my playbook.

1 – Robotaxi is Tesla’s iPhone moment

I joined my good friend and colleague, the super savvy Scott Shellady—aka “The Cow Guy” - on RFDTV yesterday. He asked me some very sharp questions about my recent observation that Tesla could hit a $20T valuation, something Musk himself agreed with btw and a story for another time. (Watch)

I know we’ve talked about Tesla a lot recently and would forgive you entirely if you’re rolling your eyes thinking to yourself, “here we go again.”

But that’s exactly why I bring it to your attention.

Think about it.

This isn’t about Tesla.

The point I want you to think about as you watch is the bigger picture.

Investors continually miss life-changing profit potential because they cannot focus longer-term which means each short-term development that moves ‘em farther along goes entirely unnoticed or, worse, is actively derided, dismissed or regarded as delusional.

Musk (and other creative geniuses like him throughout history) are repeatedly demonized because they challenge the status quo and make many decidedly uncomfortable. Liking him or not is moot.

What’s more, change is most uncomfortable for the old guard… so don’t be… the old guard.

Keith’s Investing Tip: Many people long for yesterday because it’s comfortable, but the markets are forward looking which is why you constantly want to invest in tomorrow’s profit potential. Oh, and optimism.

2 – Pichai signs, Zuck dares the EU to catch up

Sooooo…

Google just agreed to sign the EU’s shiny new AI code of practice — the voluntary framework tied to the EU AI Act. (Read)

Meta?

Not a chance.

El Zucko says it’ll “stunt innovation,” so he’s giving Brussels the “Heisman” – an American football reference meaning he’s holding one arm out to push ‘em away.

Here’s what everybody’s missing.

This isn’t about paperwork but, rather, posture.

Google’s trying to buy a seat at the table.

Meta’s sprinting ahead and daring regulators to catch up.

The irony here is that once again Europe’s trying to lead on AI regulation which ought to scare the heck out of every entrepreneur on that side of the pond who is familiar with Brussels’ m.o.

“Voluntary” rules have a funny way of becoming mandatory when nobody’s looking.

My point is that if you’re not thinking about how the landscape’s shifting, you’re already behind it.

I know which company I want to own if I find the right entry.

You?

3 – No, Apple is NOT losing the AI race

Wall Street’s at it again, wringing their hands and crying, “Where’s Apple’s AI strategy?” They’re acting like Apple’s missed the bus because they’re not screaming about AI from the rooftops. (Read)

Same old panic, same nonsense. Different quarter.

Apple could care less because they’re playing a different game.

Here’s the truth – and yes - I know this is a controversial statement.

Apple’s not losing the AI race.

Team Cook is playing a different game altogether.

The press is whining because Siri can’t have a conversation but they’re missing the forest for the trees. They’ve also evidently never tried the same thing with Alexa, but I digress.

Apple’s AI isn’t about flashy demos but woven into the ecosystem.

Think about it.

How else are they implementing on-device machine learning, privacy-first processing and seamless integration across devices.

They don’t shout about AI because Team Cook doesn’t need to. The stickiness Apple has speaks volumes – billions of users, billions of installed devices, trillions of transactions.

Apple books roughly $743,095 per minute based on fiscal 2024 data. That’s revenue, mind you, not profit, but it’s a staggering figure that shows why Apple’s the king of the hill.

Apple is not late to the AI party—they’re building the dang venue.

With a fortress-like balance sheet, a sticky ecosystem, and a clear pivot to high-margin, AI-driven growth in healthcare, manufacturing, and payments.

Doubt ‘em if you will.

I’m not.

4 – Meme stocks just got smoked again

One headline grabbed my attention this morning: meme stocks like GoPro, Opendoor, and Krispy Kreme just got smoked. (Read)

I hate to say “I told you so” (again).

But I did (again).

Meme stocks seem like easy money, but they couldn’t be more dangerous to your portfolio and your mental well-being.

We’re talking double-digit drops for some of ‘em — all after a brief run fueled by hype, hashtags, and just enough FOMO to lure in the next wave of unsuspecting retail traders.

Color me not surprised.

Sure, it’s great to have quick gains… I mean who doesn’t like that??!!

Truth is that we live in a very different market than we did 40 years ago when I got started.

Today’s markets are driven by algorithms, turbocharged by machine learning, and rigged (yes, rigged) with high-speed systems that front-run your trades, exploit liquidity gaps, and flip momentum faster than most folks can click “buy” or in this case, “sell.”

Meme stocks are NOT built on innovation nor earnings.

They’re built on attention and that’s a lousy foundation for wealth unless you’re part of the go-fast crowd. And, btw, there is nothing wrong if you are!

Successful investors focus on growing their money over time and should be buying stocks that’ll be there when they need ‘em. Or at least that’s my $0.02.

And if you get quick gains, that’s gravy not to mention cause to celebrate like OBAers have with Palantir or several other choices that have repeatedly doubled off various highs and lows during the time I’ve recommended owning ‘em.

To be clear, I am not telling you this to brag.

Like any investor who’s been in the game long enough, I know that not every stock is a winner, and I have the scars to prove it. But, to a point I make as often and as forcefully as I can… mistakes are tuition.

If you’d like some help finding, buying and owning the world’s best stocks, you may enjoy One Bar Ahead®. People tell me that it’s changed their lives and that’s humbling as heck. It’s also exactly why I do this… investing can be one of the most enjoyable and, yes, valuable, journeys you’ll ever take done right. 😀

5 - Another $25B reasons to pay attention to cybersecurity

Palo Alto just agreed to acquire identity security firm CyberArk in a $25 billion deal. (Read)

This tells us some important points:

This isn’t just about firewalls and endpoint protection anymore.

It’s about identity, access, and the invisible gatekeepers of the AI era.

As AI, cloud, and remote work grow, the companies that secure digital identities won’t just support the internet… they’ll own it.

So… should you buy Palo Alto?

Wrong question.

Flip it around.

Ask yourself why wouldn’t you be thinking about cybersecurity in your portfolio right now?

Cybercrime is expected to become a $24 trillion problem by 2027, a figure I think is low btw.

There’s an attack every 39 seconds, and I’d bet that number gets cut in half within the next year.

We live in a world where everything with a chip — your car, fridge, phone, retirement accounts — is at risk.

Then pick the stock you want to own.

It may be Palo Alto, it may not.

My point is that if you don’t invest into cybersecurity and take what’s happening seriously, you may want to have a rethink about which way the world is moving.

Case in point, the choice I brought to the OBA Family in this space has returned 148.29% since we first highlighted it — compared to just 35.66% for the S&P 500 in the same stretch.

That’s enough to turn $1,000 into $2,482 — while the same investment in the S&P would’ve gotten you just $1,356.

Palo Alto has turned in 101.21% over the same time frame so that, too, has proven to be a “better” choice for anyone who owns it.