In January 2020, I traveled over 4,000 miles from San Juan, Puerto Rico to attend the World Economic Forum (WEF)'s annual meeting in Davos, Switzerland. |
It's an invite-only gathering of the global elite – heads of state, monarchs, billionaires, and the world's most powerful CEOs. |
The official theme that year was sustainability. The headlines were dominated by keynote speakers like climate activist Greta Thunberg… former U.S. Vice President Al Gore… and the late conservationist Jane Goodall. |
But I was there for a different reason: I wanted to hear with my own ears what world leaders were saying about the institutional adoption of crypto. |
I first recommended bitcoin in 2016 – long before the newsletter industry caught on. |
Back then, critics dismissed it as a scam, a fraud, even a Ponzi scheme. I was called crazy for touching it. My former publisher even threatened to fire me for writing about it. |
By the time I flew out to Davos in 2020, the tone had changed. |
While the cameras focused on climate activists, I saw something else behind closed doors… The WEF was laying the groundwork for digital money. |
It rolled out a Blockchain Deployment Toolkit focused on legal and regulatory issues. |
And it expanded the Digital Currency Governance Consortium – a high-level initiative formed to set the rules for stablecoins, cross-border payments, and the new crypto financial system. |
Here's what I wrote in February 2020, a month after returning from Switzerland: |
While in Davos, I got to meet a gentleman who runs a multibillion-dollar fund for a family office in Asia. This was a recurring theme I saw there: A lot of the big investors coming into crypto at this point are actually family offices. And these private offices control huge pools of capital. Globally, they have hundreds of billions of dollars under management. And they're very active in the crypto market. They're starting to put hundreds of millions of dollars into crypto, and we're starting to see that show up in prices. |
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In my view, this was the moment blockchain crossed the line from "experimental tech" to legitimate asset class. |
At the time, bitcoin traded below $8,000. The entire crypto market was just north of $200 billion. Since that trip, bitcoin has traded as high as $126,000, and the total market has reached as much as $4.2 trillion. |
I didn't travel to Davos this year, but I kept up with the news that came out of the forum. And I saw the exact same pattern unfold that I saw there six years ago… this time in a new opportunity. |
Friends, the last time I felt this level of conviction in my research, I recommended bitcoin at around $400-and-change in 2016… And before that, Nvidia at a split-adjusted price of 80 cents in 2015 – before they shot up as much as 29,477% and 25,851%, respectively. |
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Davos 2026: History Repeats Itself |
This year's WEF theme was open dialogue and cooperation. And if you watched the headlines from the event, you probably saw one story dominate: Greenland. |
President Trump announced America and its European allies had reached a "framework" on a potential deal on the island territory. |
But just like in 2020, the real story wasn't on the main stage. It was happening in private conversations among the CEOs of the world's most powerful companies. |
And they were focused on one thing: The massive energy crisis triggered by artificial intelligence (AI). |
Nvidia CEO Jensen Huang told BlackRock's Larry Fink that AI will require "trillions of dollars" in spending – calling it the "largest infrastructure buildout in human history." |
Citadel CEO Ken Griffin echoed this, noting that while AI has its hype, the "data-center spending is enormous." |
They weren't the only ones… |
Justin Hotard, CEO of Nokia, said: "The next AI supercycle won't be driven by algorithms – but by connectivity, compute, and power." |
And in a report published during the forum, BlackRock strategists reiterated this same point, noting the desperate need for "pipes and power" to sustain this growth. |
This is all part of what I call The Genesis Mission. |
If you're not familiar with it, it's the massive build-out of the infrastructure needed to power AI technology. |
To meet this demand, AI hyperscalers like Alphabet, Amazon, Microsoft, and Meta are expected to spend $5 trillion on power generation, data centers, and energy transmission. |
I call it The Genesis Mission because it rivals the Manhattan Project, the top-secret U.S. government program during World War II that built the world's first atomic bomb. |
And what we saw come out of Davos in 2026 confirmed everything I've been predicting about this idea since late last year… |
While most investors chase flashy AI stocks, the real fortunes will be made in a different group of stocks – including the "picks and shovels" companies that make AI possible. |
| | | | Big T's $5 Million AI Bet | | Big T is going all in on what he believes will be the hottest trend in 2026. | With this strategy… | He believes you'll have the chance to capture massive gains while protecting your money against any AI bubble risk. | He's so confident, he's put over $5 million of his own money into it. | |
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The Companies Making the AI Buildout Possible |
Last year, President Trump signed four executive orders to expand America's nuclear energy capabilities. |
And there's good reason: AI data centers already account for about 4% of total U.S. electricity use – and that demand is expected to surge 133% by 2030. |
To meet this demand, McKinsey estimates companies will invest almost $7 trillion in data center infrastructure by 2030. |
As the number of data centers skyrockets, it'll create the largest capital-expenditure boom since the interstate highway era, with massive upgrades needed across transmission, generation, and energy infrastructure. |
That's why in my new research service, The Asymmetric Edge, I'm not chasing "flashy" AI software stocks. Instead, I'm focused on the companies building the grids and providing the power that make AI possible… And they are booming in price. |
One of these companies provides critical backup power to grid operators and could double over the next year as the energy crunch accelerates. |
Another sits right at the intersection of AI and nuclear energy power, an industry Bank of America predicts will become a $10 trillion market by 2050. |
The results are already starting to show. We're sitting on gains as high as 65% from just one of our Genesis Mission plays. But we believe these gains are just the beginning. |
Based on our projections, these stocks have the potential to deliver returns of up to 18x your money. That's not a typo. |
To put that in perspective, you'd need to hold the entire S&P 500 for nearly 30 years to see comparable returns. |
And while these "picks and shovels" have been running and gunning, the names I warned you to stay away from last year have been collapsing. AI pure plays like Nvidia, Palantir, and CoreWeave are down an average of 20%. |
Friends, when I first went to Davos in 2020, the cameras were focused on sustainability and climate activists. But behind closed doors, I could see something different taking shape. |
The world's most powerful institutions and corporations were laying the foundation for digital assets. That conviction led me to stay firm on bitcoin – even when it was ridiculed, even when it dropped 50% during the pandemic. |
We all know how that turned out. Bitcoin went on to explode as much as 29,477% higher. |
Today, I'm seeing the same setup again – this time in the companies that will benefit from the next stage of the AI buildout. |
That's why my conviction in The Genesis Mission is just as strong as it was with bitcoin in its early days. And once again, the biggest gains will go to those who act before the crowd catches on. |
Let the Game Come to You! |
Big T |
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