From our partners at Porter & Company 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
Saturday's Featured News Alibaba Stock Is Getting Hit Again, but Qwen and Cloud Growth Are SurgingAuthor: Leo Miller. First Published: 3/20/2026. 
Key Points - Alibaba’s latest quarter showed modest revenue growth but a sharp drop in adjusted profit as the company continued spending heavily to defend its China commerce position.
- Cloud revenue growth accelerated, reflecting strong demand for AI-related products, even as broader concerns persist about talent retention and longer-term AI execution.
- Alibaba’s outlook hinges on whether near-term margin pressure from fast delivery and other initiatives can be balanced by sustained cloud and AI monetization.
- Special Report: Options Strategies Built for Market Reactions
 For Chinese e-commerce giant and cloud provider Alibaba Group (NYSE: BABA), the past six months have been difficult. Over that period, Alibaba shares have fallen more than 30%. Market-share losses in Chinese e-commerce and questions about the firm's artificial intelligence (AI) leadership have been two significant headwinds. Shares dropped further — about 7% — after Alibaba's latest earnings report. Still, Alibaba remains one of China's most important companies and a serious AI contender via its cloud business, making it hard to ignore despite a rough stretch for the stock. The latest quarter clarified the strategy: Alibaba is spending aggressively to defend its commerce franchise now, betting that accelerating cloud and AI demand will help rebuild profitability over time. Margin Pressure Deepens as Fast Delivery Spending Rises In fiscal Q3 2026, Alibaba reported revenue of $40.73 billion, up 2% year-over-year (YOY), modestly missing estimates of $40.95 billion (about 3% growth). The bigger issue was profitability. Alibaba posted adjusted earnings of $1.01 per ADR, well below the analyst estimate of $1.65 and down 67% from a year ago. An ADR, or American depositary receipt, is a bank-issued U.S. security that represents Alibaba's underlying shares and lets U.S. investors trade the stock in dollars on U.S. exchanges. Management attributed the profit decline to heavier spending on quick commerce, user-experience initiatives and technology, with improved cloud performance only partially offsetting the impact. The company also faces a tougher competitive environment in Chinese e-commerce, which has increased the cost of defending its share. PDD (NASDAQ: PDD) has been winning in the value-shopping segment, while ByteDance's Douyin (the Chinese version of TikTok) has become a leader in discovery-based shopping, where users buy after seeing products in social feeds. Meanwhile, Meituan (OTCMKTS: MPNGF) remains dominant in food delivery and adjacent services. Alibaba is still the largest player but is investing heavily to defend that position — at the expense of near-term profitability. Quick commerce, or delivery in one hour or less, has become a cornerstone of its e-commerce strategy. There were encouraging signs: quick-commerce revenue rose 56% YOY during the quarter. Alibaba added 150 million annual active customers (AACs) in 2025 — users who made at least one purchase during the year — but many of these customers are lower-value, making smaller and less frequent purchases. Alibaba expects to win this battle over the long term and does not anticipate its quick-commerce business will be profitable until fiscal 2029. Cloud Growth Accelerates as Qwen Sees Strong Developer Adoption Alibaba's Cloud Intelligence Group was one of the clearest positives in the quarter. Revenue rose 36% YOY to $6.19 billion, marking the unit's ninth consecutive quarter of accelerating growth and its fastest pace in three years. Management cited AI demand as a key driver, with AI-related product revenue growing at triple-digit rates for the 10th straight quarter. The segment remained profitable, with an adjusted EBITA margin that was "relatively stable" at 9%. The company's foundational model, Qwen, is the most widely used open-source model on Hugging Face, with more than 1 billion downloads. Hugging Face is a platform where developers can download and fine-tune models to build applications. That open-source adoption matters because broader developer usage can translate into demand for inference and tooling within Alibaba's cloud ecosystem. As developers build on Qwen, usage shifts toward running and serving those models at scale. Hugging Face data shows Qwen is a popular base for customization: developers have created more than 113,000 derivative models tuned from Qwen. That is more than the next two closest competitors, Alphabet (NASDAQ: GOOGL) and Meta Platforms (NASDAQ: META), combined. The takeaway: Qwen has gained significant developer traction, which can support Alibaba's cloud growth as more applications are deployed. Alibaba has set aggressive targets for cloud and AI. CEO Eddie Wu said the company is aiming for more than $100 billion in combined external cloud and AI revenue within five years, underscoring how central AI monetization has become to the long-term plan. Alibaba's Solid Balance Sheet Helps Fund Longer-Term Priorities Free cash flow has been negative in several recent periods — negative $4.2 billion over the last nine months — but turned positive this quarter at $1.62 billion. Despite significant cash outflows, Alibaba's balance sheet remains strong. The company reported $80.1 billion in cash and liquid investments versus roughly $37 billion of debt, giving it considerable flexibility to continue investing in strategic priorities. The company did not comment on the recent resignation of Qwen's head of AI, Lin Junyang. Any further changes in top AI leadership will be important to monitor as a signal of whether Alibaba can maintain its position. Alibaba clearly has high hopes for its long-term future. Near-term issues are weighing on its e-commerce business, but impressive progress in AI supports the outlook. With AI monetization still in early stages and shares down materially, BABA may look attractive for investors focused on the long run. | 
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