Editor’s Note: This could be the most critical investing broadcast you’ll see all year. Renowned forecaster Porter Stansberry and tech insider Jeff Brown expose a government-backed campaign to channel trillions of dollars into just a handful of specialized companies.
This isn’t just a new market megatrend, says Porter, but a matter of pressing national security for our country. Get the details here, or keep reading to get the details from the man himself…
There’s no time for niceties…
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, right now.
Fair warning: when you discover what’s going on, you’ll wish it wasn’t true.
But, as the saying goes… if wishes were horses, beggars would ride.
Wishes can’t stop the unstoppable. Wishes can’t change reality. And every time I’ve exposed that reality before, I’ve been met with resistance. Even ridicule.
That’s what happened 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.
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
AI Glasses to Replace Smartphones? Meta Is Taking Aim at Apple
Written by Leo Miller. Published 8/16/2025.
Key Points
- Meta Platforms' advertising business continued to impress in Q2, but Mark Zuckerberg made sure to remind investors of the firm's vision for Reality Labs.
- Zuckerberg implied that AI glasses could one day be more important than smartphones.
- How big of an opportunity is Meta going after, and what could success mean for Meta's shares?
In Q2, Meta Platform’s (NASDAQ: META) advertising business showed the market everything it wanted to see. However, Meta’s Reality Labs segment continues to be an eyesore. Despite losing more than $18 billion over the last 12 months, Mark Zuckerberg sees unbridled upside in this part of the business.
Below, we’ll dive into what the Magnificent Seven company may see as the ultimate goal for Reality Labs: AI glasses replacing smartphones. We’ll examine the potential size of this opportunity and how Apple's (NASDAQ: AAPL) relative lack of research and development could help Meta in this venture.
Zuckerberg Makes Bold Statements on AI-Glasses-Driven Future
On Meta’s Q2 earnings call, analyst Youssef Squali of Truist Securities issued a point-blank question to Zuckerberg, saying, "Do you believe [AI] glasses ultimately replace smartphones?”
Zuckerberg didn’t outright say "yes" but strongly implied that this is a significant part of Reality Labs’ goal. Zuckerberg said, “I continue to think that glasses are basically going to be the ideal form factor for AI.”
He went on to draw an analogy between future AI glasses and contact lenses. Zuckerberg said that he would be “at a cognitive disadvantage going through the world if he didn't have his vision corrected using contact lenses." He said in the future, if someone doesn’t have AI glasses, they would also “probably be at a pretty significant cognitive disadvantage compared to other people."
In summary, Zuckerberg believes that glasses will be the best way to interact with AI, implying that smartphones will not. Additionally, he believes that someone who foregoes using AI glasses and uses a smartphone instead will be at a cognitive disadvantage.
Overall, these comments point to Zuckerberg's belief that AI glasses will be essential in the future. Smartphones could still have their place, but they would be an optional tool, while AI glasses would be a required one.
AI Glasses Could Target a $400 Billion Market
While the notion that smartphones are a “required” tool today may be debatable, their massive adoption is undeniable. Pew Research estimated in 2019 that 76% of people in advanced economies owned a smartphone.
This large penetration makes the global smartphone market a useful reference point when assessing the potential opportunity for AI glasses.
Global smartphone sales at over $100 billion in Q2 2025 imply an annual run-rate of $400 billion. That’s around 2.2x more than the amount of revenue that Meta generated over the last 12 months. Overall, it’s extremely difficult to say that Meta could capture all or most of that revenue.
However, it highlights how the company could massively expand its sales in the long term if AI glasses become as necessary as Zuckerberg believes. This could create game-changing upside in shares. Still, that is a highly theoretical scenario at this point.
Lagging iPhone Innovation Creates an Opening for Meta
In some ways, it’s not entirely unrealistic to think that AI glasses could replace smartphones. Apple has been routinely criticized over the past years for releasing new iPhones that offer minimal improvements over their predecessors.
It's part of the reason the firm’s iPhone revenue growth has slowed to a snail's pace. Growth was -2.4% in 2023 and was just barely positive in 2024. Still, to give Apple its flowers, it saw record iPhone upgrades last quarter, helping iPhone sales rise more than 13%.
Nevertheless, the general trend holds; iPhone revenues increased at a compound annual growth (CAGR) rate of just under 3% from 2015 to 2024.
This starkly contrasts with the 51% CAGR achieved from 2009 to 2014, when the iPhone was revolutionary for its time. This demonstrates the iPhone’s relative lack of innovation over the recent past, making consumers feel less of a need to upgrade.
Meanwhile, Meta is investing tens of billions of dollars a year to create innovative technologies like AI glasses that could offer benefits smartphones simply cannot. Over the last three years, Meta’s average research and development spending has been equal to more than 27% of its revenue.
For Apple, that figure is just 7.7%. This shows how Meta is prioritizing innovation to a much greater extent. Although this relative lack of R&D spending may not soon impact the company, it could one day catch up to Apple.
Overall, whether AI glasses will reach mass adoption remains a point of intense speculation. However, if they do, Meta could continue delivering significant returns for years. With the company’s advertising business chugging along, Reality Labs could one day serve as a powerful added growth driver.
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