 My name is Porter Stansberry. I’m the founder of one of the largest financial research firms in the world. Over the last 26 years we’ve helped investors navigate almost every major economic cycle. We’ve also been on the forefront of every big financial story from the rise of Bitcoin and MRNA vaccines to robotics and artificial intelligence – just to name a few. But today, I’m breaking the biggest story of my career… An economic story the likes of which we’ve not seen in centuries. In fact, the last – and only time – this happened was in 1776. But now, on the eve of America’s 250th anniversary, it’s happening again. And as you’ll discover today, the aftershock of this event could “reset” not just your personal wealth, but the entire U.S. economic system: How you work, how you vote, how you protect and build your wealth… it’s all being turned upside down by what one famous Stanford economist says is: “The biggest change ever… bigger than electricity… bigger than the steam engine.” Yet almost nobody is prepared for it. So, if you’ve been watching the chaos of the past year unfold, struggling to understand what it all means… you’re about to get many - if not all - of the answers you’ve been searching for. And, most importantly, what it all means for you, your money, and your investment portfolio in the months ahead Because as you’ll discover, everything from the government taking stakes in companies like Intel, Lithium Americas, and MP Materials. To Trump’s strike on Venezuela… his deal with Greenland… his seemingly never-ending slew of executive orders… and increasingly centralized grip over the economy… All the way to the surging popularity of radical socialist politicians like Bernie Sanders, AOC, and Zohran Mamdani… It’s all deeply and inexorably intertwined in what is, without a doubt, the most consequential story of the year. A turning point that one Nobel Prize winner says is dividing not just the economy but our entire society. And, as my guest and I explain, the financial decisions you make in the face of this New 1776 Moment… they could dictate whether you’re enriched, left stuck in the past, or potentially even impoverished by the seismic changes barreling down upon America. The stocks to buy… the stocks to sell… and the three money moves to ensure you and your loved ones end up on the winning side of this new economic reality. It’s all laid out here for you… 
Good investing, Porter Stansberry
Exclusive Article from MarketBeat.com Micron's Mic-Drop Quarter: AI Memory Demand Supercharged EarningsBy Thomas Hughes. Date Posted: 3/19/2026. 
Key Points- Micron’s fiscal Q2 results showed explosive year-over-year growth, led by AI-driven memory demand and broad strength across business segments.
- Profitability expanded sharply, with major improvements in margins and earnings per share alongside aggressive guidance for the next quarter.
- Analysts largely maintained or raised their views after the report, as attention shifts to capacity spending and the transition to next-generation high-bandwidth memory.
- Special Report: "This AI Giant is About to Go Bust"
There are many reasons for investors to doubt the durability of Micron's (NASDAQ: MU) AI boom and the broader AI cycle, but one factor is too significant to ignore—and it outweighs most other concerns. AI is a power-hungry technology. Its growing energy demands are already pushing data centers and chip suppliers to prioritize energy efficiency and heat reduction, and that increased load accelerates wear on underlying hardware. Estimates vary, and it's still early, but experts generally agree the AI datacenter upgrade cycle will be accelerated. Some expect a full equipment refit every 18 to 24 months—about twice as fast as traditional hardware cycles. With upcoming GPU generations—such as NVIDIA's (NASDAQ: NVDA) Vera Rubin and Advanced Micro Devices' (NASDAQ: AMD) MI450—this cycle could be even shorter. In a market where HBM demand is so intense that capacity is effectively sold out for the foreseeable future and prices are surging, Micron is well-positioned. Each AI GPU requires multiple stacks of High Bandwidth Memory (HBM), giving Micron a runway to grow and sustain very high revenues. Right now, Micron is trading at deep value relative to current- and next-year earnings forecasts. More broadly, analyst projections appear outdated: they haven't seen significant revisions for months and currently forecast a revenue decline in fiscal 2028 followed by acceleration in FY2029, which lags the near-term outlook. The likely outcome is continued outperformance, with analysts upgrading forecasts for long-term revenue and earnings—moves that should lift the stock. Even so, a 5x valuation relative to the FY2027 estimate implies the shares could rise at least 100%, and potentially as much as 400%, to align with the broader market. If investors decide Micron deserves a premium, thousands of basis points would be added to that upside. 
Micron's Q2 Blowout Put AI Memory Demand Front and CenterMicron posted a blockbuster quarter—reminiscent of NVIDIA's first AI-driven blowout—and appears poised to deliver strong results in coming quarters. The company's revenue surged to $23.86 billion, up 197% year over year and outperforming consensus by roughly 2,300 basis points. Strength was broad-based across segments as end-market demand normalized at higher levels. - Mobile and Client: $7.71 billion (up 245%)
- Core Data Center: $5.69 billion (up 211%)
- Automotive and Embedded: $2.71 billion (up 162%)
- Cloud Memory: $7.75 billion (up 163%)
Margins improved sharply across the board. Gross margin widened by roughly 3,700 basis points, lifting gross profit about 5.9x. Operating margin rose from 24.9% to 69%, and net income increased roughly 7.8x year over year. The headline: earnings per share (EPS) of $12.20—about $3.70 above MarketBeat's reported consensus of $8.50 and nearly eight times last year's EPS. Guidance was similarly impressive. Management expects revenue growth to accelerate again, with midpoint guidance topping 250% year over year for the next quarter and earnings growth accelerating to roughly 875%. Given the AI/datacenter spending backdrop and normalization across end markets, these numbers are better than expected and may even be conservative. Analysts Gush With Praise Following Micron's Beat-and-Raise QuarterAnalyst reaction has been overwhelmingly bullish. The main area of focus is Micron's planned spending ramp—investments in capacity expansion and quality improvements intended to better meet demand as the company transitions to HBM4 production (read more). Most analysts either held or raised their views: there were no downgrades or price-target cuts. Several firms reiterated bullish ratings with above-consensus targets, and others increased targets toward the high end. The consensus still lags recent price action from mid-March but is up nearly 200% on a trailing 12-month basis, with the high end of analyst targets around $700. A brief sell-the-news pullback followed the release, but it was shallow and quickly absorbed. Any further weakness is likely to be limited—dips should find support at higher levels as Micron's improving outlook continues to drive the stock higher. | 
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