When Trump left office the first time, the national debt was $27 trillion.
By the time he came back, it was $36 trillion.
Today? Over $38 trillion.
That's more than $280,000 for every taxpaying American.
And it's still climbing.
For the first time in U.S. history, we now spend more on interest payments than on our entire national defense.
Trump's first year back laid the foundation.
But the math he inherited might be the one thing even he can't negotiate his way out of.
This isn't about politics. It's about numbers. And the numbers don't lie.
Inside the free Presidential Transition Guide, you'll discover:
- Why economists call this "The Impossible Trinity" and what it means for your savings
- The trap Biden left behind that could trigger unprecedented market chaos
- How the Fed's rate decisions could quietly destroy your purchasing power
- The one asset class that has protected wealth every single time governments face debt crises like this
- A simple 3-step strategy to shield your IRA or 401(k) before the countdown hits zero
The clock is ticking. And when it goes off, the Americans who prepared will be glad they did.
Download Your Free Presidential Transition Guide Here
To your safe retirement,
Shanon Davis
CEO, American Alternative Assets
SaaS Apocoplyse Survivor? Why Datadog Could Be a Real AI Winner
Author: Leo Miller. Published: 3/26/2026.
Key Points
- The so-called "SaaS Apocalypse" has resulted in somewhat indiscriminate, leading to opportunities and value traps.
- As AI proliferates, Datadog could be a big beneficiary, yet shares remain down almost 40% from their highs.
- Despite the stock’s year-to-date decline, analysts see DDOG rising well above the current share price.
- Special Report: Elon Musk already made me a "wealthy man"
Over the past few months, many investors have likely encountered the phenomenon known as the “SaaS Apocalypse." This describes a trend of software-as-a-service (SaaS) stocks seeing their share prices fall amid the rise of new artificial intelligence (AI) tools.
To some degree, markets appear to be indiscriminately selling off stocks with even a SaaS-adjacent business model. But the impact of AI disruption will not be uniform across every SaaS company.
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Click here to get the details and I'll show you how to claim your stake…This dynamic can create opportunities in certain SaaS names that stand to benefit from AI adoption rather than be supplanted by it.
One tech stock that may fit this description is Datadog (NASDAQ: DDOG). While shares have recovered from recent lows, the stock is still down around 10% year-to-date in 2026 and nearly 40% below its 52-week high.
Some investors believe the market may be misreading what Datadog's role could look like in an AI-heavy enterprise environment.
Understanding the Drivers Behind the “SaaS Apocalypse”
One of AI's big promises is that AI agents will be able to act autonomously within enterprise workloads.
The theory: agents will let companies automate tasks that previously required expensive SaaS products or substantial human labor, significantly reducing costs. That potential disruption is one reason many incumbent SaaS stocks have seen steep share-price declines.
Another narrative is that a highly capable employee using AI agents could replace the output of multiple people, prompting lower headcount and cost savings. This is the pitch from AI vendors such as OpenAI, Anthropic, and Alphabet (parent of Google): pay to deploy agents and you’ll cut labor costs.
But AI is imperfect and can make mistakes. That becomes apparent even with consumer-facing chatbots and can be far more consequential inside organizations, where errors can lead to customer impact, revenue leakage, and operational disruption. Businesses are therefore unlikely to deploy AI agents at scale without building trust and having tools to diagnose failures quickly. Observability vendors argue they can fill that need.
Outsourcing Thinking: AI Agents Increase the Need for Observability
Datadog sells observability software that collects data from companies' applications, whether internal or customer-facing. That data helps teams detect problems, identify root causes, and resolve incidents.
A key part of Datadog's bull case is that while AI agents could reduce labor costs, they introduce complexity and produce far more telemetry.
A video on Datadog's AI Agent Monitoring tool illustrates this point. The presenter describes a fictional personal-finance app called Budget Guru. A user asks the AI agents powering Budget Guru to perform a simple task: buy $500 of a stock and remind them about an overdraft fee.
A human could complete that task in a few clicks and perform the necessary decision-making internally. Budget Guru, however, had to coordinate five separate AI agents to execute the request—essentially outsourcing the thinking a human would have done. In the process, it generated a mountain of observable data tracking how the decision was reached.
AI agents create logs, traces, and events that wouldn't exist if a human performed the same task. As the number of moving parts grows, so do potential failure points. In this context, AI agents don't eliminate the need for monitoring; they may raise the bar for it.
That dynamic could increase demand for observability platforms like Datadog, turning dispersion risk in the sector into an opportunity.
Datadog: Impressive Growth, Profitability, and Analyst Support
In its latest quarter, Datadog's revenues grew 29% to $953 million. The company also generated free cash flow (FCF) of $291 million, yielding an FCF margin of roughly 31%.
The Rule of 40—a combined measure of growth and profitability for SaaS companies—suggests Datadog is well-positioned. With a score around 60, it sits comfortably above the 40 threshold many investors view as healthy.
Wall Street analysts are constructive as well. The MarketBeat consensus price target is near $180, implying more than 40% upside. Price targets updated after the company's latest earnings show an average near $174.
With solid growth, strong profitability, analyst backing, and potential tailwinds from agentic AI, there are reasons to believe DDOG could weather the "SaaS Apocalypse" rather than be swept away by it.
Broadcom's AI Momentum Could Be Far From Over
Reported by Leo Miller. First Published: 3/13/2026.
Key Points
- Broadcom topped Q1 estimates and raised Q2 guidance, but CEO Hock Tan's commentary on 2027 AI chip revenue may be the bigger story.
- The company walked back earlier warnings about gross margin pressure from system sales, and analysts think they know why.
- Post-earnings price target revisions suggest Wall Street sees meaningful upside from current levels, with every updating analyst maintaining a bullish rating.
- Special Report: Elon Musk already made me a "wealthy man"
Semiconductor behemoth Broadcom (NASDAQ: AVGO) scored a solid win after its latest earnings release, with shares rising roughly 4.8% following the beat-and-raise report. Beyond the company's Q1 fiscal 2026 numbers and Q2 guidance, Broadcom offered several other comments that should reassure investors, and Wall Street analysts generally raised price targets.
Broadcom Boosts Forecasts: Sees AI Sales Surging in 2027
In Q1, Broadcom's revenue and adjusted earnings per share (EPS) beat expectations, and its Q2 revenue guidance of $22 billion came in well above estimates. The company also updated its longer-term outlook.
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In Q1, Broadcom said its 2027 visibility had "dramatically improved." CEO Hock Tan added, "Today, in fact, we have line of sight to achieve AI revenue from chips, just chips, in excess of $100 billion in 2027." That statement reflects a marked acceleration in Broadcom's AI growth expectations.
The prior $73 billion backlog over 18 months (six quarters) implied roughly $12.2 billion in average quarterly AI revenue. By contrast, $100 billion spread over four quarters in 2027 implies about $25 billion per quarter. In other words, the new forecast suggests Broadcom's AI revenue run rate could roughly double in 2027, consistent with the company's claim of dramatically improved visibility.
AVGO's Gross Margin Confusion: BofA Points to Price Hikes for Anthropic
Broadcom also walked back previous comments that higher AI sales would depress gross margins through 2026. On the latest call, Hock Tan said, "We will not be affected by the gross margin and by more and more AI products going out." That contrasts with what Chief Financial Officer Kirsten Spears said in Q4 2025 — that gross margins would "go down" in the second half of 2026.
The earlier warning reflected Broadcom shipping more "systems" in 2026 — servers that package its processors alongside costly components like memory. Because systems pass on higher memory costs, they typically carry lower gross margins. Broadcom is supplying these systems to the AI lab Anthropic.
The reason for the shift in margin commentary is unclear, but analysts at Bank of America propose a plausible explanation: Broadcom may be raising prices charged to Anthropic. If true, Broadcom could offset the margin dilution from system sales — a sign of technological strength translating into pricing power.
With few custom chip developers matching Broadcom's capabilities and AI labs eager to deploy infrastructure quickly, customers may have limited leverage to resist price increases.
Updated Price Targets Signal More Upside for Broadcom
The MarketBeat 12-month consensus price target for Broadcom is now near $435, implying more than 20% upside. Looking at price-target updates after the earnings release provides additional context.
Among the updates tracked by MarketBeat, the average target rose by about 3%, indicating analysts viewed the report as supporting a solid, if not explosive, move higher.
Moreover, the average of targets updated after the report is considerably higher — roughly $489 — which implies potential upside of more than 35% from current levels.
Notably, all these analysts retained Buy or Overweight ratings on AVGO. Those incorporating the latest data tend to be the most bullish, reinforcing Broadcom's Moderate Buy consensus rating.
AVGO's AI Business Is Clicking as Forward P/E Settles
Overall, Broadcom's AI business appears to be firing on most cylinders: the company meaningfully raised its 2027 outlook and sought to allay gross-margin concerns. Still, investors will be watching whether margin guidance holds up, particularly as memory prices continue to rise.
Broadcom's forward price-to-earnings ratio (P/E) near 26x sits slightly below its three-year average of about 29x and materially below its 52-week average near 36x — a signal that valuation may offer some support relative to recent history.
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