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.
Netflix Bulls vs. Bears: Who Wins This Pullback?
Written by Sam Quirke. Published 8/8/2025.
Key Points
- Last month’s strong Q2 beats and solid guidance haven’t stopped the sharp pullback.
- However, analyst support remains overwhelmingly bullish.
- Despite some valuation concerns, this is lining up to be a solid entry opportunity.
Shares of streaming giant Netflix Inc (NASDAQ: NFLX) closed Wednesday just below the $1,180 mark, leaving the stock roughly 15% off its early-July peak. That stumble starkly contrasts with the S&P 500’s nearly 3% gain over the same stretch. The divergence is striking, puzzling, and potentially worrying - all at the same time. It will also be a bitter pill for investors enjoying one of the cleanest multi-year rallies among the big tech names.
Still, there are reasons to think we’re looking at a golden entry opportunity. Let’s look at two of the top reasons to be brave and one that says to still be wary.
Reason #1 to Be Brave: Fundamental Strength
Starting with the fundamentals, last month’s report smashed expectations. Revenue was up nearly 16% yearly, and earnings per share surpassed the consensus.
Going further, Netflix’s management shared fresh revenue and EPS guidance that also came in hot - a move that Wall Street usually loves to see.
Behind those headline beats were a couple of standout drivers.
For example, Netflix’s fledgling advertising segment is scaling faster than many expected, and already appears robust even if it’s still small in the grand scheme of things.
The company’s growth across regions was fairly broad, and its dabbling into live streaming appears to be paying off already. These all helped to send the company’s operating margin to a record high of 34%, helped along by solid content cost leverage.
It remains one of the world’s most recognizable brands, has proven capable of innovating and pivoting successfully, and is adding subscribers at a considerable clip. For investors who’ve been watching the stock rally for a while and were too cautious to chase an entry, this 15% haircut could be the perfect entry point.
Reason #2 to Be Brave: Overwhelming Analyst Support
Backing up the theory that we could be looking at a golden opportunity is the fact that analyst sentiment remains overwhelmingly bullish. As Bank of America said after the report, “Netflix remains among the best-positioned companies in media and entertainment with sustainable growth drivers that should prove predictable and defensive amid a wide range of macroeconomic scenarios”.
And they’re not the only ones. Multiple analysts reiterated positive views after the print, many nudging targets higher to reflect stronger optimism and belief in Netflix’s potential.
Robert Baird, for example, reiterated its Outperform rating while upping its price target to $1,500, matching the update from both Needham and Jefferies. Meanwhile, the team at Wells Fargo moved their price target on Netflix up to $1,560—close to a street high.
From where the stock closed on Wednesday, that’s not only pointing to a targeted upside of more than 30%, but suggesting Netflix shares could be back cruising through all-time highs very soon.
1 Reason to Be Wary: Valuation Concerns
However, it has to be noted that not everyone is convinced that this is a no-brainer. Amidst the gushing analyst support following last month’s report, there was at least one team that raised a big, bright red flag.
Phillip Securities downgraded its rating to Strong Sell, arguing that the report wasn’t good enough to justify the rally, and that valuation was becoming a genuine concern. With a pre-earnings report price-to-earnings (P/E) ratio of almost 60, compared to the 40 it was around 12 months previously, it’s hard to argue with them.
Phillip Securities analyst Helena Wang remains cautious on the company’s long-term growth potential, but feels there’s a much bigger correction needed to get the stock back to a healthy level from which to build again. Her $950 price target is a testament to this, which, even with the 15% drop over the past few weeks, suggests Netflix could easily fall another 20% or so.
Wednesday’s 2.7% rise in the stock shows there’s still strong demand, with buyers already stepping in. It looks like an early rejection of the bears’ attempt to push the stock below Tuesday’s low. If Netflix can hold above the $1,150 level through week’s end, expect bearish momentum to fade fast.
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