Dear Reader,

If you suspect AI is going to crash, I just want you to know, you’re right.

My name is Alexander Green.

I started my career on Wall Street four decades ago. I retired in my 40s. And today, I’m the chief investment strategist of one of the longest running private investment research groups in the U.S.

And I’m sending you a recording of a private presentation I recently gave, to tell you the truth about AI that no one else will tell you…

It’s partly to do with what will happen after the AI crash… and what the #1 investment of the next decade will be.

Prepare now, and thank me later.

Nobody else sees this coming.

Click here and I’ll reveal what’s going on in full…

Good investing,

Alexander Green
Chief Investment Strategist, The Oxford Club

P.S. This could make or break your financial future… But you’ll grow old and grey waiting to hear about it on CNBC. Details here.

BREAKING NEWS

📱 Meta Is Spending Billions To Catch Up In AI

Meta ($META) and BlackRock ($BLK), the world's largest asset manager, announced a partnership this week to build a giant data center campus in El Paso, Texas. Total price tag: about $14 billion. The site will deliver 1 gigawatt of computing power, enough to run Meta's most demanding AI, and goes live in 2028.

If anyone thought Meta was hanging back in the AI race, this settles it. This single campus is one piece of a staggering $600 billion Meta plans to pour into AI infrastructure by 2028. If you’re new to the party, the company already has 28 data centers built or under construction.

Here's the clever part. BlackRock owns 80% of this venture while Meta keeps just 20%. BlackRock will put in $4.9 billion cash and borrow another $12.5 billion. That structure lets Meta build a massive facility while keeping most of the cost off its own balance sheet, the same trick it used earlier this year on a $27 billion project with Blue Owl.

But here's the twist investors actually care about. Despite all this ambition, Meta's stock is down about 9% this year while the S&P 500 is up around 8%. If you held Meta instead of the index, you're behind by roughly double. Why? The market isn’t worried about Meta's business, which grew revenue 33% last quarter. It's worried about the spending, with capex now guided as high as $145 billion.

🐂 The Bull Case:

• 💰 Cheaper than the market: Meta trades around 22 times earnings, below the S&P 500's 28.5. For a company growing revenue 33%, that's a rare discount.

• 📈 The ad machine is humming: 3.56 billion people use a Meta app daily, ad prices are up 12%, and it's beaten earnings estimates six quarters running.

• 🤖 The spending could pay off: If AI makes its ads even better and the Meta AI app catches on, today's price may look like a bargain.

• Free Report from Daily Stock Buzz: 5 Nasdaq Stocks To Own This Summer

🐻 The Bear Case:

• 🔥 The money pit: Up to $145 billion in capex this year alone, and its Reality Labs division is still losing about $4 billion a quarter.

• 🚪 No cloud safety net: Unlike Amazon and Microsoft, Meta can't rent out spare computing power. Every dollar has to pay off through ads and apps or it doesn't pay off at all.

• 😬 Falling behind at the top: Zuckerberg has openly griped that OpenAI and Anthropic lead the AI pack, and Meta is spending like a company trying to buy its way back in.

The Munch Take: Meta is in a strange spot. The business is thriving, the stock is cheap, and investors still hate it, all because of one number: the spending. Everyone spent last week worried the AI boom was cooling off, and Meta responded by committing another $14 billion like it was ordering lunch. That's either a company confidently building the future or one spending enormous sums to avoid getting left behind. Meta reports earnings tonight, which may land right as you're reading this, and the whole debate hinges on one question. Can the ad business keep growing fast enough to pay for the most expensive catch-up attempt in tech history? We'll know a lot more by tomorrow morning.

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STOCK OF THE DAY

🥤 Coca-Cola Just Had Its Best Day Since 2020

Coca-Cola ( $KO ( ▲ 0.77% ) ) popped 5% on Tuesday, its best single day in over five years, after an earnings report that beat expectations across the board. The 139-year-old soda giant earned $0.97 per share against the $0.93 Wall Street wanted, raised its full-year outlook, and is now up about 28% on the year while sitting near an all-time high.

The surprise star was the diet stuff. Coca-Cola Zero Sugar volume jumped 16%, and Diet Coke rose 7%. Overall volume grew 5%, Coke's biggest quarterly jump in 17 years outside the pandemic, helped along by a massive FIFA World Cup marketing push.

🐂 The Bull Case:

• 🌍 Winning everywhere: Every region Coke sells in grew, even while rival Pepsi warned that shoppers are pinching pennies. When people cut back but still buy your product, that's a strong brand.

• 💊 The Ozempic bonus: Weight loss drugs are pushing people toward zero-calorie drinks, and Coke Zero volume jumped 16%. That's not a one-quarter fad, it's a trend that could run for years.

• 💰 The dividend machine: Coke has raised its dividend for over 60 years straight, through recessions, crashes, and everything else. This quarter's fat margins and cash flow keep that streak fed.

• Special Report: What Trump's AI fight just unlocked (from Stansberry Research)

🐻 The Bear Case:

• 🏷️ Priced like a rocket: This is a 139-year-old soda company, but the stock now costs about as much as a fast-growing tech name with a P/E ratio of almost 30. That leaves almost no room for a stumble.

• 📈 Ran too hot, too fast: After a jump like this, climbing almost 30%. this year, the stock is flashing "overbought," which is trader-speak for it may have gotten ahead of itself and needs a breather.

• 🛢️ Costs could bite: Aluminum cans, plastic bottles, and shipping all cost more when inflation sticks around, and that can quietly eat into profits.

The Munch Take: Here's the part I didn't expect. A company that built its empire on sugary drinks just had one of its best quarters because more people chose the sugar-free versions. That's a reminder that the world's biggest brands don't survive by trying to change their customers. They survive by adapting to them. Coca-Cola didn't fight the shift toward healthier choices. It embraced it, and this quarter showed that sometimes the best way to protect a legacy is to reinvent part of it.

🍪 Munchy Memes

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