We came across a bullish thesis on British American Tobacco p.l.c. (BTI) on Substack by Tyler Moody. In this article, we will summarize the bulls’ thesis on BTI. British American Tobacco p.l.c. (BTI)’s share was trading at $38.93 as of Feb 28th. BTI’s trailing and forward P/E were 22.57 and 8.55 respectively according to Yahoo Finance.
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British American Tobacco (BTI) reported total adjusted organic sales of £27.2 billion and operating profit of £14.4...
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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.
Do the math. According to Musk, this technology could be worth $250 trillion by 2040.
Put another way, that’s roughly equal to:
And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.
It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.
Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.
How could anything be worth that much?
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In fact, Verge argues this company’s supercheap AI technology should concern rivals.
Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.
When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.
Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…
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My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.
Since March 2017, my stock picks have returned 16.5% annually. Today, I’ve found an opportunity even bigger than my British American Tobacco call.
Two years ago, Wall Street wrote off British American Tobacco (BTI) as a “melting ice cube.” The stock had crashed 40% from its peak, and consensus said the business was dying.
We looked under the cover and realized they were wrong.
We alerted our subscribers, and BTI returned 90% in just 16 months.
Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.
Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.
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