San Francisco is the strangest city in America right now.
You can hop into a self-driving car and be chauffeured by a robot. It feels like the future. Until you look out the window and what you see is a scene ripped straight from a dystopian novel:
Addicts slumped in doorways… open-air drug markets… the mentally ill screaming obscenities at the sky… and entire city blocks consumed by homeless encampments.
A stark contrast between old and new.
The most visceral example of America’s wealth gap.
It’s ground-zero for the most disruptive technological forces of our age.
And it’s no accident that Erez lives in the Bay Area. It’s where he needs to be in order to stay on the cutting-edge of technology, to skate where the puck is going before anyone else.
He’s on the ground, plugged into the capital, the connections, and the companies reshaping the world.
And what he’s seeing is just remarkable:
“The advancements in artificial intelligence, the blockchain, computing, biosciences. It's unlike anything the world has seen before, unless you’re on the ground you really can’t wrap your head around what’s happening.
We’re at a tipping point in all these technologies and we’re seeing changes that were unimaginable just a few years ago.
The disruption happening across almost every aspect of the economy is unparalleled: Computing, communications, financials, medicine manufacturing…
… a tsunami of disruption is coming for everything all at once.”
Of course, history is replete with examples of massive wealth being built by those who’re on the frontier of these changes.
And during our most recent broadcast, we exposed what we’re calling the most asymmetric opportunity of their careers: an overlooked financial company hiding a multi-billion-dollar blockchain asset Wall Street hasn’t priced in.
There’s only a handful of stories like this that I’ve seen in my career…
Whether it was Tiffany’s in 2008 when it was trading for less than the value of the precious metals it held.
Or the Anheuser-Busch inBev merger when there was an all cash offer on the table at $70/share… but two weeks before the deal closed, Anheuser-Busch was trading around $58.
I ended up with roughly 150% of my personal net worth pushed in on that trade and it made me a King’s ransom.
While there’s no guarantee the same will happen here, the point I want to make is that when these opportunities emerge, you cannot afford to sit them out because you might not see one again.
It’s one of those rare situations Warren Buffett would describe as “raining gold”… when all you have to do is step outside if you want to get rich. And it’s the type of setup Erez has built his entire investing career around.
The type of opportunity with the potential to make you a small fortune.
And in our most recent broadcast, Erez and I laid out all the details for you.
You can watch it by going here. But do it now because we believe the window is closing fast. Even before we had the chance to sit down together one of the five catalysts that Erez identified was triggered. The others could follow soon.
Good investing,
Porter Stansberry
How Maven Turns Palantir's Biggest Risk Into Its Biggest Strength
Submitted by Chris Markoch. First Published: 3/27/2026.
Key Points
- Palantir’s Maven program becoming a Pentagon system of record strengthens the long-term outlook for PLTR stock by turning government reliance into a durable revenue stream.
- The rapid expansion of Project Maven, now representing up to $13 billion in potential contracts, highlights growing demand for Palantir’s AI-driven military platform.
- Despite concerns about valuation, Palantir stock benefits from a widening competitive moat as deep adoption across U.S. military branches increases switching costs and recurring revenue visibility.
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Despite a drop of around 2% in the five trading days ending March 26, Palantir Technologies Inc. (NASDAQ: PLTR) stock is up more than 8.5% since closing at a low of about $128 in late February.
Although the sell-off was broad-based across the tech sector, it renewed questions about Palantir's lofty valuation.
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See Jim Rickards' number one gold recommendation for 2026The ongoing conflict with Iran is a key reason for the reversal. Regardless of investor views, any U.S. military action becomes a showcase for Palantir, especially in the age of artificial intelligence (AI).
The product at the center of that attention is Maven. Originally launched as a Pentagon initiative to apply AI to the intelligence process, Maven has evolved into an operational platform that helps military teams sort through large volumes of data, fuse inputs from multiple sources, and turn that information into actionable workflows for tracking and targeting.
Operation Epic Fury, which began Feb. 28, offered a live demonstration of Maven's capabilities, with reports indicating the platform helped process 1,000 targets within the first 24 hours of operations.
That kind of high-profile validation matters on its own, but it arrived alongside a more durable catalyst: On March 9, the U.S. Department of Defense designated Palantir's Maven Smart System as a program of record across the military services. That formal step typically signals institutional adoption and a more durable funding path. The designation is expected to take effect by September 2026.
A frequent criticism of Palantir is that the company is too dependent on U.S. government revenue, particularly from the military. The argument has merit, since that revenue is typically tied to contracts that come up for renewal. If those contracts aren't renewed, it could, in theory, pull the rug out from millions in annual revenue and potentially billions in forecasted revenue.
The Maven designation turns that revenue into a longer-term funding structure. But with a stock trading at over 80x sales, the announcement doesn't erase all concerns — it doesn't change the math. It may, however, change how investors think about that math. For a company that posted 55% U.S. government revenue growth in 2025 (to $1.855 billion), the structural underpinning of that growth just became significantly more durable.
Maven's Expansion Was Already Underway
Current Palantir shareholders are familiar with Project Maven, but this news may pique the interest of those watching from the sidelines. Project Maven launched in 2017 as a way for the Pentagon to use AI to help analysts process massive volumes of surveillance imagery and video.
Since then it has evolved into a broad military intelligence and targeting platform, fusing data from satellites, drones, and ground sensors to identify objects, assess threats, and support operational decisions in real time. NATO formalized its own Maven adoption in March 2025, making Palantir's platform a trans-Atlantic standard, not just an American one.
The latest announcement about Maven isn't a complete surprise; the program's (and Palantir's) footprint has expanded over the last four years through a series of escalating awards:
- The U.S. Army inked an initial $480 million, five-year Indefinitely Delivered, Indefinitely Quantity (IDIQ) contract with Palantir in May 2024.
- In May 2025, Pentagon leaders boosted the existing contract ceiling by $795 million on the expectation of a significant influx in demand from military users over the next four years.
- In 2025, the Army also awarded Palantir an enterprise agreement — potentially worth up to $10 billion over a decade — aimed at consolidating data and software systems across the service.
All told, recent reporting has described combined contract ceilings and framework capacity around Maven-related work as reaching roughly $13 billion from the initial $480 million award.
The Details Matter, but the Bull Case Remains
Critics frequently point out the "yeah buts" about Palantir, and a fair one here is that the company isn't guaranteed to win the full $13 billion. That amount is considered IDIQ: the government doesn't have to spend the full amount, but it has pre-authorization to do so. If the Pentagon secures approval and demand materializes, there's a strong incentive to spend it.
Nevertheless, revenue from Maven has an annuity-like impact on Palantir's top line (and likely the bottom line), though year-to-year receipts may be lumpy.
A Wide Moat to Counter a Lofty Valuation
The most significant takeaway for investors is that the designation widens Palantir's already large moat.
For example, the Maven deal with the U.S. Army consolidates 75 separate contracts into one. If switching costs were expensive before, they are now enormous.
Furthermore, the Maven program has grown from 5,000 to 20,000 active users. That scale matters in procurement: government contracts are renewed and expanded based on adoption. With 20,000 active users, Palantir's customer base effectively argues for continued adoption more convincingly than the company alone could. That kind of embedded, daily reliance transforms a vendor relationship into infrastructure — one that is unlikely to be cut from the budget.
Data Storage to Data Intelligence: Everpure's Big AI Era Rebrand
Submitted by Leo Miller. First Published: 3/16/2026.
Everpure (NYSE: PSTG), the tech company formerly known as Pure Storage, has become a key beneficiary of the artificial intelligence (AI) data center boom. Over the past three years, shares have gained more than 150%. The stock has also been highly volatile: in nine of Everpure’s last 12 earnings releases, shares moved at least 10% the next day — four times up and five times down.
After the company’s latest report, Everpure took a hit, with shares dropping roughly 10% despite beating estimates and issuing stronger-than-expected guidance.
On one hand, Everpure is posting strong, accelerating growth and recently reached $1 billion in quarterly revenue for the first time. On the other, rising memory chip prices and strategic shifts are clouding the outlook.
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See Jim Rickards' number one gold recommendation for 2026Key Points
- Pure Storage has changed its name to Everpure as it shifts its business from data storage to an intelligent data management platform.
- The company's accelerating revenue and hyperscaler engagements are key areas of strength.
- However, spiking memory chip prices are putting pressure on gross margins, creating uncertainty going forward.
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Below is a breakdown of these dynamics and what they imply for Everpure going forward.
PSTG Cements Shift Into Data Management and Intelligence as Everpure
It’s important to understand why Everpure rebranded from Pure Storage: the name change signals the company’s strategic direction. The firm began as a provider of high-performance data storage hardware; its all-flash systems delivered substantial speed and efficiency gains over traditional hard disk drive (HDD) storage.
The company’s Purity operating environment provides a unified platform for managing its storage hardware, and its systems are designed to be fully upgradable. Customers can upgrade a storage array over several years as technology improves, rather than buying a completely new system — a core reason the company was originally called Pure Storage.
That focus on speed, efficiency and upgradability helped the company gain significant enterprise market share. Everpure says that since 2013 it has gained 13% market share, while legacy competitors such as Dell Technologies (NYSE: DELL) and International Business Machines (NYSE: IBM) have ceded ground.
Over time, the company has layered more software on top of its hardware to shift from pure storage to broader data management. The planned acquisition of 1touch, announced with the rebrand, underscores that evolution. Everpure says 1touch will help customers “better understand the meaning of their data and unlock its strategic value through AI and other applications.”
In short, Everpure aims not only to store customers' data but to enable them to extract value from it as they deploy AI. Dropping “storage” from the name signals a move toward a more complete data management and intelligence platform — a potentially meaningful advantage as enterprise AI adoption accelerates.
Revenues Soar, But Memory Chip Shortage Weighs on PSTG
Many parts of Everpure’s business are trending positively. Revenue grew by more than 20% in the latest quarter, beating estimates and accelerating for five straight quarters. The company’s midpoint revenue-growth guidance of 19% for fiscal 2027 also topped expectations. Everpure counts Meta Platforms (NASDAQ: META) as a large customer and is in discussions to add other hyperscalers.
That said, memory chips are a significant cost input, and prices have surged amid an industry shortage, creating margin uncertainty. For the next quarter, Everpure expects product gross margin to fall toward the low end of its typical 65%–70% range.
The company expressed confidence that margins will improve through the rest of the year, but it also warned that pricing visibility in the memory market is “non-existent,” which raises the risk that margin guidance could prove optimistic.
To counter rising component costs, Everpure has implemented measures such as a recent 20% price increase and left open the possibility of further hikes. When selling to hyperscalers, those customers often buy memory components directly from suppliers, which limits Everpure’s exposure to future price spikes. Still, lingering gross-margin uncertainty was a key reason the stock fell sharply after the earnings release despite the company’s strong top-line performance.
AI Demand: PSTG’s Double-Edged Sword
AI demand is both a driver and a challenge. It is boosting customer interest in Everpure’s products and spurring momentum, but it has also contributed to the memory-chip shortage that is currently a headwind for the business.
Everpure has clear momentum, and the potential to add more hyperscaler customers represents a tangible upside catalyst. Its transition toward broader data solutions could allow the company to offer a more comprehensive suite of products as enterprises scale AI initiatives.
However, memory-market headwinds could continue to pressure the stock. The shares trade at a forward price-to-earnings ratio of about 26x, roughly 10% below the company’s three-year average near 31x.
The MarketBeat consensus price target for Everpure sits near $94.50, a level that would imply more than 50% upside from current prices. After the earnings release, most analyst updates tracked by MarketBeat were price-target increases. Yet, in aggregate the average analyst price target moved only slightly, from $78.50 to $78.75 — well below the consensus target but still implying upside of more than 25% from current levels.
Overall, Everpure is not a low-risk stock, but it has the potential for substantial long-term gains if it successfully converges data storage with data intelligence and expands its position in the AI market.
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