A message from our parters at Porter & Company I made a huge mistake… I thought what happened 25 years ago was a once-in-a-lifetime event… That it would never happen again… that it could never happen again. But I was dead wrong. Because here we are, a quarter of a century later, almost to the exact day, and it's happening again. And for those of you who understand what’s coming, this could be one of the greatest wealth-building phenomena of your life. But if you instead choose to bury your head in the sand… this force could wipe out years of investment returns and even destroy your financial future. Here's everything you need to know. 
25 years ago, I started telling friends, family, and anyone who would listen about an unprecedented societal shift that was barreling down on us. I'd discovered that a new technology was about to unleash massive, almost unimaginable, changes. I likened the impact to the railroad boom, the Industrial Revolution, and the rise of personal computing. At the time, I was working as an investment analyst for an elite research group, but my colleagues and bosses refused to listen to me. No matter what I said, they simply would not acknowledge the sands shifting beneath their feet. The legendary Dr. Kurt Richebächer – one of the world's leading Austrian economists – even called me and my ideas "radical." But I was certain this new technology would trigger a transformation that was simply unfathomable to most people and those on the frontier could reap financial returns unlike any the world had ever seen before. So, I decided to put my entire career – not to mention every cent I had – on the line to spread the story myself. I left my job as a research analyst... went home to my third-floor apartment in one of Baltimore's worst neighborhoods... and with a borrowed laptop I wrote my first financial prophecy. And in an investment paper that's now been read by more than one hundred thousand people... I explained how the endless miles of new fiber optic cables being laid was creating a new railroad across America. And that this new "railroad" was going to upend the telecommunications industry and pave the way for a new internet economy. I also warned it would decimate some of America's most dominant companies like AT&T. At the time, this was an outlandish idea, with analysts calling AT&T "dominant", "unstoppable", and "the giant that no other company can topple." But those who were willing to open their minds to my so-called "radical" ideas were not only able to sell these companies before they collapsed... They also had the chance to get in early on the firms that would go on to command this new internet economy: Amazon, Adobe, Qualcomm, SunMicrosystems, Uniphase, Texas Instruments... These are household names now but when I first recommended them in the late 90s, they were complete unknowns. Since then, I've issued a number of other financial prophecies, many of which have come to pass precisely as I predicted. But today, I'm stepping forward with a new exposé that I believe could surpass anything I've ever done... I'm calling it my Final Prophecy because I don't think we will ever again see a story that rivals the magnitude of this during my lifetime. I'm not talking about AI... quantum computing... augmented reality... the blockchain... or anything else you might be thinking of. No. This is far bigger than them all. In fact... It's the cornerstone that all our recent technological innovations have been built upon and the future will be built upon too. Yet you've likely never heard of it before. Outside of the labs in the world's most prestigious universities and tech companies, almost nobody has. But those who have... those who can see the writing on the wall... they're investing billions of dollars, as they know this will transform everything. Marc Andreessen... Ben Horowitz... Elon Musk... Jeff Bezos... Mark Zuckerberg...Jensen Huang... Bill Gates... the list goes on and on. They know, as I do, that in a few years from now, we will not recognize the world we live in. How we work, live, communicate, transact... it will all be completely upended by what's coming next. Today, for the first time, I'm going to share it all with you... and I promise you've never heard anything like this before. You see, despite the magnitude of this story, nobody is openly and freely discussing this technological turning point. And that deeply concerns me, because I believe its emergence will draw an indelible demarcation line in society. On one side, you'll have those who understand it, invest in it, and who are greatly enriched by it. On the other side... you'll have those who turn a blind eye and are impoverished by the sweeping changes it ushers in. I know what side I'll be on. And I know what side I want you to be on. So go here to watch my full investigation into this story. Including the names of the companies to buy and sell if you want to capitalize on the multi-trillion-dollar revolution this technology promises to usher in. Enjoy. Porter Stansberry
Thursday's Featured Content Krispy Kreme: A Meme Stock Sugar Rush or a Sustainable Treat?Written by Jeffrey Neal Johnson 
Krispy Kreme (NASDAQ: DNUT) recently sent a shockwave through the market as its trading volume exploded from its typical average of around five million shares to a staggering 150 million in a single day. The jump in volume fueled massive, double-digit price gains. This sudden frenzy has created a sharp divide among investors. One side sees the chaotic, high-risk volatility of a meme stock driven by social media hype. The other side sees a company in the early innings of a fundamental turnaround. While speculation certainly lit the fuse, a closer examination reveals a management team making disciplined, strategic moves to build a significantly stronger and more profitable company. How Market Forces Fueled Krispy Kreme’s Frenzy The jump in Krispy Kreme's stock price was a textbook technical event known as a short squeeze. The stage was set perfectly. First, the stock had high short interest, with traders betting against more than 28% of its publicly available shares. Second, Krispy Kreme has a relatively small public float, meaning fewer shares are available for trading, as its majority owner, JAB Holding Company, holds a prominent, static position. When a wave of coordinated buying from retail investors hit the market, this limited supply of shares caused the price to rise quickly. The rising price forced the short sellers to buy back shares to avoid catastrophic losses, adding to the buying pressure and propelling the stock even higher. This sudden volatility was a product of market forces, not a sudden improvement in the company's business. The real story for investors is in the strategic changes behind the chart. Krispy Kreme's Disciplined Pivot to Profitability While the market was captivated by the price swings, many technical traders missed the fundamental fact that Krispy Kreme's leadership has been methodically re-engineering its business for long-term success. This new strategy prioritizes financial health and sustainable margins over growth at any cost. The Financially Sound McDonald's Exit The decision to end the planned nationwide partnership with McDonald's was a strategic move that demonstrated financial discipline. After a limited rollout, it became clear the venture would not be profitable for Krispy Kreme due to higher-than-expected costs and lower-than-needed sales volumes. Rather than chase revenue in a low-margin endeavor, management made the difficult but correct decision to pivot. This move sent a clear signal to investors: the new Krispy Kreme is focused squarely on the bottom line. Building a More Efficient Machine Krispy Kreme is aggressively tackling its cost structure to ensure future partnerships are profitable. A key initiative is outsourcing its complex U.S. logistics to third-party experts, a move management states is already resulting in cost savings and more predictable expenses. This is combined with a plan to strategically close 5-10% of its least profitable distribution locations. These actions directly address the operational hurdles that have historically challenged the company and are designed to boost the efficiency of its core hub-and-spoke model. Smarter, Capital-Light Global Growth The company is leveraging its iconic brand name overseas through a more intelligent, lower-risk franchise model. The launch in Brazil was a massive success, generating $100,000 in sales in just two days and proving the brand's immense global appeal. The company is now exploring refranchising company-owned markets, such as the United Kingdom and Australia. This capital-light strategy allows Krispy Kreme to expand its footprint and grow revenue without putting its cash at risk, with proceeds from any potential sales earmarked to strengthen its balance sheet. Krispy Kreme’s Turnaround Takes Shape Wall Street is beginning to notice this strategic shift. BNP Paribas (EPA: BNP) recently upgraded its rating on the stock, a sign that it views the company's risk profile as improving. This follows Morgan Stanley's (NYSE: MS) decision to maintain its Overweight rating, indicating continued institutional confidence in the long-term plan. The consensus price target from analysts currently stands above $7.50, indicating a healthy upside potential from recent trading levels. This improving sentiment is backed by concrete actions to fix Krispy Kreme’s financials. Management's move to eliminate the dividend was a clear step to preserve cash, which can now be used to pay down debt. This, combined with the plan to use future proceeds from international refranchising to deleverage, provides a clear roadmap to lowering its 0.83 debt-to-equity ratio (D/E) and strengthening its financial foundation. The next major catalyst for investors will be the company's second-quarter earnings report on August 7, which will provide the first glimpse into the financial impact of this new, disciplined approach. A Sweet Opportunity for the Patient Investor The wild, headline-grabbing price swings in Krispy Kreme stock result from a speculative market frenzy. For long-term investors, however, the more important story is the fundamental pivot to a leaner, more profitable, and financially disciplined business model. With a clear strategy to improve margins, strengthen the balance sheet, and grow smarter, Krispy Kreme lays the foundation for a more resilient future. This strategic turnaround may offer a sweet opportunity for those willing to look past the short-term noise.
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