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.
If Qualcomm Holds $145, Its Next Move Could Be Massive
Written by Sam Quirke. Published 8/12/2025.
Key Points
- Qualcomm’s recent sell-off has created a short-term setup that’s almost too good to ignore.
- Analyst support remains strong, with targets pointing to 50% upside.
- A modest valuation makes this a rare discount in the semiconductor sector.
Tech giant Qualcomm Inc. (NASDAQ: QCOM) has once again been testing the patience of even its most loyal investors. Despite consistently beating earnings expectations, operating in one of the market's hottest sectors, and trading against the backdrop of record-high equity indices, the stock still can’t break free.
It’s now down 3% for the year, while the S&P 500 has gained more than 8% and market-leader NVIDIA Corp. (NASDAQ: NVDA) is up a blistering 35%.
The latest 10% drop to close out July broke the steady uptrend in place since spring, raising questions for long-term holders about the stock’s next move. Yet for those on the sidelines, the recent weakness could be setting up an attractive entry point.
It does not necessarily demand a multi-year holding period but is undoubtedly a short-to-medium term trade worth considering.
Reasons to Remain Optimistic on QCOM
The first thing worth noting is that Qualcomm’s underlying performance remains solid beneath the frustrating price action. Management has moved past concerns about losing business from Apple Inc. (NASDAQ: AAPL), which is shifting more production in-house. The company continues to demonstrate resilience in core markets like mobile and automotive. The semiconductor sector itself is still firing on all cylinders.
Consider the iShares Semiconductor ETF (NASDAQ: SOXX), in which Qualcomm is the fifth-largest holding. It’s up more than 50% since April, underscoring Wall Street’s belief in the growth potential of semiconductors. Against that backdrop, Qualcomm’s underperformance looks more and more like an anomaly than a warning sign.
Appealing Valuation and Analyst Support
Then there’s the valuation. With a price-to-earnings (P/E) ratio of just 14, Qualcomm trades at a steep discount to both the broader market and sector peers, many of whom have P/E ratios in the triple digits. In an increasingly frothy market, this offers a rare opportunity to buy a proven business at a bargain multiple.
A wall of recent analyst support strengthens the bullish case. Piper Sandler, Mizuho, Rosenblatt, and JPMorgan have all reiterated Buy or equivalent ratings within the past two weeks, with price targets running as high as $225.
Qualcomm closed out Monday’s session below $150, which implies some very tempting upside potential in the region of 50%.
The Technical Setup for QCOM
Then there’s the technical setup, wherein lies this short-term opportunity. Despite sliding sharply since late July and staying down, Qualcomm shares have been unable to set a new low since last Wednesday. That suggests selling pressure is starting to fade, and the bears could soon be under pressure.
It’s worth noting that Qualcomm’s struggles aren’t being driven by a deterioration in its business, which makes this the kind of setup where short-term traders can find outsized gains.
If the stock can remain above the $145 level through the rest of this week and then reclaim $150, it should spark a reversal that sends it back toward the $160 mark and beyond.
The Reality Check
Of course, there are reasons Qualcomm is seen as one of the more frustrating tech stocks to own. Its tendency to lag in strong markets has tested investors’ patience for years, and the latest breakdown of its uptrend is another example.
Momentum traders will want a clean break back above $150 before committing, while longer-term investors may wait for proof that operational wins can translate into sustained stock performance.
Still, the risk-reward is compelling. A 14 P/E, strong analyst backing, and exposure to a sector leading the market higher all year make Qualcomm a diamond in the rough. The next move could be sharply higher if the bears fail to push it to new lows in the coming sessions.
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