A message from our parters at Porter & Company Editor’s Note: This might be the most important investing broadcast of the year. Legendary forecaster Porter Stansberry and Jeff Brown expose one of the most important and consequential financial stories in America today. They say it’s a coordinated, government-backed mobilization that’s funneling trillions of dollars into a tiny handful of companies. For more details, click here. Or read on below to hear from Porter himself… You won’t want to accept this. You’ll reject it. Call me crazy for suggesting it. I don’t care. I’m used to it. That’s what they called me when I predicted the fall of Fannie Mae and Freddie Mac, the bankruptcy of General Motors, the loss of America’s triple-A credit rating… the list goes on and on. But I don’t let my emotions blind me to reality. No matter how difficult the truth… no matter how uncomfortable the fact… I follow my research to its logical conclusion. You should too. But I know most of you won’t – or can’t. However, if you have any money in the stock market, savings in the bank – and especially if you are responsible for your family’s wealth – you really need to hear me out. What I’ve discovered took months of investigation… and years of watching this moment build in the background of everyday life. A powerful force — one almost no one fully understands — is on the verge of tearing through American life and wealth with brutal efficiency. It won’t be fair. It won’t be gradual. And it won’t spare the unprepared. Hundreds of millions will feel the impact. Some could be devastated. A few others will come out far richer. Which side you end up on may come down to one thing: how fast you act. My job is simple: to make sure you land on the right side of what’s coming. This force, described by Elon Musk as “the most likely cause of World War 3, demands a response. And it’s getting one. It’s the reason Trump has been raising trillions of dollars from the Middle East… The reason he forced Zelensky to hand over rights to half of Ukraine’s enormous mineral deposits… It’s the reason Apple is spending $500 billion to bring their factories back to U.S. soil. It’s even behind the President’s strange obsession with Greenland. The threat of this force looms so large that Trump has privately declared it a national emergency… mobilizing public and private capital on a scale we haven’t seen since the Second World War. In fact, strange as this may sound, what’s unfolding eerily resembles America’s transition to a total war state, 85 years ago. Back then, key industrial assets were “drafted” to support the war effort. Boeing, GM, Ford, and Caterpillar were called on to produce tanks, fighter planes, and radar. Today, the President has recruited the likes of Apple’s Tim Cook, Amazon’s Jeff Bezos, Mark Zuckerberg, and OpenAI’s Sam Altman… to tap their vast resources for his own, undeclared national emergency. Why has he called upon the world’s largest companies and wealthiest men? As you’ll see, trillions of dollars are rapidly being directed into a concentrated set of companies closely connected to this national emergency. In this special broadcast, Jeff Brown and I will reveal what this national emergency is and how Trump and his team are reordering the entire economy to prepare for it. More importantly, we’ll name the two companies most likely to profit. This new emergency could determine who retires rich — and who gets wiped out, as it forces an epic rotation of capital from one side of the market to the other. You still have time to prepare – but not much. In a matter of days, an expected announcement from Trump could send capital flooding into the companies we share in the broadcast. That’s why we’re urging you to watch today.  Good investing, Porter Stansberry P.S. This is already underway. Money is rapidly moving. And we believe several popular stocks could be decimated by it. Don’t wait to be engulfed by it – prepare now. Go here.
Today's Featured Content Tesla Teams With Samsung—Will Other Chipmakers Follow?Written by Gabriel Osorio-Mazilli 
Key Points - As Tesla chooses to partner with Samsung for its chip capabilities and applications in autonomous driving, other names could emerge.
- Intel and Advanced Micro Devices show great promise as potential picks for an EV partnership.
- With plenty of room to run for Intel, and currently hot momentum in Advanced Micro Devices, this is an opportunity to consider.
Some investment views seem too far-fetched until they become a reality, which is the true nature of the stock market. Investors don’t get paid for physical effort but rather for thinking in the right direction, and that abstract aspect of the financial markets has now shown itself in a recent combination within the United States' technology sector. Electric vehicle maker Tesla Inc. (NASDAQ: TSLA) has now chosen to partner with Samsung for chip supply purposes, considering it one of the safest bets, particularly now that the United States is undertaking a new negotiating path in trade tariffs, which seem to be especially focused on chips and semiconductors. However, that is not what investors should be focused on. The key question is whether other companies in the electric vehicle (EV) space will follow Tesla’s lead and partner with another prominent chipmaker to build the new fleet of autonomous vehicles in the future. This is where watching names like Advanced Micro Devices Inc. (NASDAQ: AMD) and even Intel Co. (NASDAQ: INTC) could be a profitable endeavor in the coming months. Why Intel Is the Best Choice Not so long ago, Intel owned a significant share of Mobileye, a company focused on vision chip technology for the automotive industry. This direct play aligns with what companies like Tesla may be looking for with Samsung. Other EV companies know this, and it makes sense that Intel will have the most knowledge in this market. Considering that the stock now trades at only 64% of its 52-week high levels, investors can see this potential catalyst as one of the most asymmetrical setups in the market today, since there is very little downside risk left to be priced in for the company, and all the upside to be had if Intel is the next chosen chipmaker. With this in mind, there is also the logistical aspect. Domestic EV makers like Tesla may choose to go with those chipmakers whose footprint and logistics capability are already in the United States, avoiding another COVID-19 bottleneck scenario or a sudden change in input costs due to import tariffs. Since 2022, Intel has been working to build out its factories across states like Ohio and Arizona, making it a pioneer in American manufacturing exposure long before its peers even started to plan for it. This exposure makes Intel a great choice for these legacy automakers, especially those exposed to the new wave of autonomous driving. With several tailwinds working in its favor, investors shouldn’t be surprised to see Wall Street analysts forecast up to eight cents in earnings per share for Intel during the first quarter of 2026, which shoots for a massive improvement over today’s reported net loss of 10 cents per share. This alone could be enough to get the stock trading back to its previous highs, but there is also something else to consider. These forecasts do not currently include the potential benefits of an EV maker contracting Intel for its chips, and chances are this is a wave that is only getting started with Tesla and Samsung. Advanced Micro Devices’ Catch Up Following the theme of being already positioned in the United States, Intel stock isn’t the only one with a significant technology presence in the nation or the automotive industry. In fact, many car makers already use Advanced Micro Devices’ chips in their infotainment systems, with some automations also built in place. It makes sense, then, as the robotaxi and autonomous driving markets heat up, to see the stock catch up to other peers in the semiconductor industry, considering that it now trades at 97% of its 52-week high. However, investors should also consider a new potential catalyst as they have for Intel. What could happen if an up-and-comer EV company like Rivian Automotive Inc. (NASDAQ: RIVN) or Lucid Group Inc. (NASDAQ: LCID) were to pick either Intel or Advanced Micro Devices for their own autonomy chips? With these smaller players already forming partnerships in ridesharing and autonomous driving, this scenario could likely unfold. Which might be why Susquehanna analyst Christopher Rolland decided to reiterate his Positive rating on Advanced Micro Devices stock as of late July 2025, this time also boosting his valuation target up from $135 per share to a significantly higher $210 per share, calling for up to 19% potential upside to be had in the stock for the coming quarters. The Next Big Chip Partnership Could Be Just Around the Corner Tesla’s decision to collaborate with Samsung could represent a significant shift, impacting not only its supply chain but also influencing the broader EV and semiconductor sectors. As more automakers pursue autonomy, demand for reliable, U.S.-based chip partners will likely intensify. Intel and AMD both bring distinct advantages to the table: Intel’s early investments in domestic capacity and automotive vision systems, and AMD’s growing presence in infotainment and automation. These are not speculative plays; they're grounded in existing relationships and real infrastructure. If the momentum continues, the next big EV-chip partnership could spark a meaningful revaluation of these already strong performers.
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