☕️ Should investors continue to chase markets higher?

Howdy! 👋 

Many investors are worried about a pullback at the moment. 

I get it if you’re one of ‘em – that’s normal, btw. 

Please keep this in mind. 

The biggest profit potential is always found at the edge of absurdity. 

Which is why you want to keep your emotions out of the equation at all costs.  

And if you can’t? 

That’s not the end of the world. 

Have a plan. 

• Set goals. 

• Execute. 

• Adjust. 

• Repeat. 

Here’s my playbook. 

1 – Should investors continue to chase market higher?  

I joined my good friend and colleague, the super-savvy Scott “the Cow Guy” Shellady for a thought-provoking conversation about whether investors should “chase” stocks higher. (Watch) 

Scott also hit me with a great question about a potential pullback and, of course, valuations. 

My perspective may surprise you like it does a lot of people who forget their history or who simply aren’t familiar with it in the first place.  

Keith’s Investing Tip: You’ve got to be in to win… if you want to win. Playing not to lose won’t cut it even though most folks think that’s what they should be doing. It’s no wonder very few achieve the results they deserve. 

Trading Idea: I smell a short-term rug pull in the wings and while that sounds scary, it’s an opportunity for both traders and investors alike. Be ready – chaos always creates opportunity! 

Putskies and LowBalls for the win! 🏆 

2 – Pills, profits and the illusion of privacy – Amazon’s real prescription play 

Amazon is at it again — this time with prescription vending machines inside One Medical clinics. (Read) 

Walk in, see your doctor, scan a code, and grab your meds on the way out. Impressive until you realize hospitals and CVS have been doing this for years.  

Once again, Amazon’s just rebranding convenience and calling it innovation. 🤦‍ 

Here’s the thing. 

Nobody needs a prescription vending machine.  

What we need is affordable care, transparent pricing, and doctors who have time to listen — none of which Amazon’s fixing. Oh, and insurance companies that aren’t thinly disguised highway bandits. 

The real story isn’t healthcare. 

It’s data – something we’ve been talking about for years. 

Every prescription and diagnosis runs through Amazon’s system, giving the company another window into how you live, what you buy, and where you spend. 

Contrast that with Apple which is quietly building a preventative health ecosystem people trust.  

I know which stock I’ll be buying. 

You? 

3 – Tesla, not the $25,000 car you wanted but it’ll be the $600+ stock you wish you’d bought 

We’ve been talking a lot about Team Musk lately — and for good reason. 

Tesla just rolled out new “Standard” versions of the Model 3 and Model Y at $36,990 and $39,990. (Read) 

Unfortunately, these aren’t the long-awaited $25K Teslas everyone’s been salivating over. 

They’re in-betweeners — meaning another smart, calculated play to keep Tesla’s lead alive while the company gears up for its real next act — the next-gen “unboxed” platform that is widely anticipated to cut costs by another 20–25%. 

Wall Street, of course, is already grousing about this. 

What they’re missing is that every 10% drop in price roughly doubles the number of people who can afford a Tesla. And that, in turn, means roughly +$10–15 billion in incremental annual revenue potential. 

Bet against Musk if you like.  

I’m not.  

$600. 

4 – Son wants AI’s body, I’d rather own its brains 

The company’s shelling out $5.4 billion to buy ABB’s robotics division. (Read) 

Masayoshi Son calls it the next step toward “Physical AI” — merging robots with artificial intelligence to “propel humanity forward.” 

SoftBank already owns Arm, is buying Ampere, and has stakes in OpenAI and Oracle’s Stargate project.  

Now it wants the robots, too. 

On paper, it’s brilliant but my two cents is that Son’s track record is... mixed.  

For every Alibaba, there’s a WeWork. 

That’s why I’d rather own the companies building the AI hardware than the one trying to own “everything” if that makes sense. 

The robotics market could top $250 billion by 2030, a number I think is a tad too conservative, but not everyone will make money doing it. 

Hopefully you’ve got this covered with your own investing because odds are good you will not get a second chance for decades. If not and you’d like some help, you may enjoy One Bar Ahead® just like thousands of other smart investors who tell me it’s helped ‘em gain the confidence needed to navigate today’s complicated markets. 

5 – Cell towers just left the planet, the smart money’s in orbit 

Verizon just signed on with AST SpaceMobile to beam cell service straight from orbit starting in 2026 – as in next year. (Read) 

Investors who think about “space” as a someday proposition are already missing the boat, or in this case the rocket.  

Invest in local communications if you want. 

The bigger and considerably more profitable prize is a global internet, something Grandview pegs at $2.87 trillion by 2030. 

I think that’s laughably low, but that’s just me and a story for another time. 

While both Verizon and AST are interesting investing choices, I’m happy to be farther into the value chain and earlier in the game with other choices as is the OBA Family. 

LEAPs on both Verizon and AST could be interesting, but I’d be inclined to wait for the volatility to taper off so as not to overpay if possible. 

Bottom Line 

Don’t chase yesterday’s trends. Instead, position for tomorrow’s inevitabilities. 

As always, let’s MAKE it a great day. 

You got this – I promise! 

Keith 😀