☕️ Chips, Crypto & catching BYD: This week’s power moves

Howdy! 👋 

Tech stocks are heading lower this morning as I type which, of course, means the S&P 500 is also heading in that direction. 

Stay focused. 

We’re between earnings reports so it’s entirely normal for a) the markets to be listless and b) to lurch from headline to headline. 

• Get your buy list ready. 
• Trim dead weight. 
• Prepare your next move.  

Investing is not a game of rushed decisions! 

Here’s my playbook. 

1 – Where should investors put their money next? 

The super smart Liz Claman invited me yesterday to talk money, markets and more. How do I balance what’s happening and where should investors put their money next?  

Here’s what I had to say. (Watch) 

2 – Musk sees it coming, but can anyone catch BYD? 

BYD just crossed a major milestone—over $100 billion in annual revenue for the first time ever, up 29% YoY, thanks largely to a surge in hybrid sales. That officially puts it ahead of Tesla’s $97.7B. (Read) 

Predictable?  

Absolutely. BYD isn’t just riding the EV wave—they’re engineering it. 

OBAers, of course, have been ahead of this one for a while now and hopefully you have, too. The stock has returned 104.72% since I brought it to their attention versus the SPY, a popular S&P 500 ETF, which has tacked on 12.17% over the same time frame. 

Here's the thing to think about. 

Hybrids aren't just a stepping stone anymore like they once were but, rather, BYD’s Trojan Horse into markets still figuring out their charging infrastructure.  

Smart move. 

Sadly, Japanese automakers that once commanded a sizable lead in hybrid technology – especially Toyota - are now at the back of the pack. Hardly even worth a look, imho. 

Keith's Investing Tip: When the spotlight gets too hot, the smartest players step into the shadows—and steal the scene. Too many investors pick sides when what they should be doing is picking winners. 

Btw, BYD isn’t the only big hybrid mover out there. If you’d like help finding other great stocks with even more potential, I’d love to earn your trust, goodwill and business.  

3 – Too little, too late, U.S. Blacklists Over 50 Chinese Companies 

The United States has just blacklisted 80 organizations in an attempt to slow down China’s AI and advanced computing. All are allegedly involved in developing AI, supercomputers, and AI chips for military use, presumably against everyone else. (Read) 

Quantum computing is a particular focus because it would render encryption moot, or at least that’s what scientists I’ve spoken with say. Not for nothing, but it would also dramatically accelerate global data-driven intelligence gathering. 

Julian Kelly, Google Quantum AI’s Director of Hardware, believes quantum computers will have practical applications within five years, btw. (Read) 

This will be an unpopular viewpoint, but it’s too little too late. The horses left the barn a long time ago so shutting the door now doesn’t make much sense. 

The time to make this move would have been more than a decade ago. The last estimates I saw suggest that there are more than 4,000 front companies for bad actors already operating within our borders. 

Seems to me that if the US and other countries are serious about cutting off China’s access (which is what the media is picking up on), the real focus should be cutting off think tanks and academic research funding for some of the world’s most advanced computational projects – many of which are funded either directly by the Chinese or involve Chinese scientists who are repeatedly caught with their hands in the intellectual cookie jar but somehow, never seemingly brought to justice. 

You and I both know that’s not going to happen, though. 

Academia needs global talent, and nobody’s giving up cushy research budgets without a fight… no matter where they originate. 

What to do? 

Continue to buy stock in companies that are moving the bar higher like – oh, I dunno – Nvidia. 

Keith’s investing tip: There is very little you can do about the constant friction between nation states but there is a lot you can do when it comes to picking your investment choices. So, focus on that. Chips don’t lie. Politicians and spies? Different story. 

4 - Gamestop: Be bullish on crypto, not dying business models 

Gamestop stock has popped—not because it's selling more games, fixing its biz model, or suddenly found profitability down the back of the couch. 

Nope. 

It’s rallying because it’s adding Bitcoin to the balance sheet. (Read) 

Because when your core business is fading faster than a TikTok trend, why not hitch your wagon to the nearest shiny object and hope nobody notices you're still selling dusty Funko Pops in half-empty malls? 

This isn’t strategy nor is it innovation - it’s desperation with a crypto filter. 

If you want to be bullish on crypto, be bullish on crypto. Not dying business models. 

Trade idea: Short GME into strength or consider puts 3-6 months out. Pair with long BTC via a higher-quality name like $MSTR or spot ETFs like $IBIT or $FBTC – just to pick two at random - for a smarter asymmetry play. 

5 – Unlock wealth & wisdom, your portfolio will thank you 

I spend much of my life talking about money—how to make it, how to grow it, and most importantly, how to keep it. The tips, tactics, and strategies I share have helped investors and traders go from zero to millions… perhaps even billions. And that’s an honor I don’t take lightly. 

But every once in a while, I get the rare chance to step outside the numbers and to talk about something even more powerful—why I think the way I do. 

Recently, I had the privilege of sitting down with Yogesh Patel to explore something most folks overlook: how gratitude shapes wealth. Unlocks it really. 

If you’ve been reading my work or following along for any length of time whatsoever, you know it’s not just about the money with me—success is about the mindset. 

I hope our conversation helps you unlock a deeper connection to your goals, your finances, and your future. 

Because at the end of the day, money is a tool—but wisdom is a superpower. 

Enjoy! 

And of course, thanks for watching 💯😀 (Watch) 

Bottom Line 

The numbers are staggering. 

Study after study after study shows that most investors buy when they should be selling and sell when they should be buying. As much as 85% of the time according to one study I saw years ago from Barron’s if memory serves. 

Why? 

Because they let their emotions – primarily fear and greed - get the better of ‘em. 

Keep your emotions out of the equation. 

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

You got this – I promise!  

Keith 😀