No one has told you about it or prepared you for it…
But America’s money is being replaced.
A dollar reset on this scale has happened just once before in our 250-year history.
That was back in 1974, with a secret deal struck in a Saudi desert that quietly determined the financial fate of an entire generation of Americans.
It created extraordinary wealth for some, while casting millions more into relative poverty.
Now, 52 years later, it's happening again.
And I’d like to show you how to prepare for it, while there’s still time.
My name is Porter Stansberry.
I'm the founder of one of the largest independent financial research firms in the world. Over the last 30 years we've helped hundreds of thousands of Americans navigate almost every major economic cycle.
We've been on the forefront of every big financial story – from the collapse of Fannie Mae and Freddie Mac to the rise of Bitcoin, the COVID inflation surge, and the artificial intelligence revolution.
But today, I need to expose a story the likes of which we haven't seen in half a century.
And as you'll see, the aftershock of this event could reset not just your personal wealth, but the entire foundation of the U.S. dollar.
How you save, how you invest, how you protect everything you've built… it's all being reshaped by what Fortune calls "the biggest change to the world's relationship with the dollar" in a generation.
Yet almost nobody is prepared for it.
So if you've been watching the chaos of the past year unfold, struggling to make sense of it all – you're about to get the answers you've been searching for.
Everything from the government taking direct equity stakes in tiny mining companies… to Trump's obsession with Greenland… his strange deals with Elon Musk, Jeff Bezos, Sam Altman, and Mark Zuckerberg… the re-opening of shuttered nuclear plants… and a $12 billion stockpile of obscure metals most Americans have never heard of…
It's all deeply and inexorably connected to an inescapable fact no one has prepared you for:
President Trump is replacing the dollar.
His shocking money reset has bypassed all conventional channels – enacted instead through a series of executive orders, bi-lateral deals, and a landmark treaty signed by 13 nations in December 2025 (barely reported in the press) called Pax Silica.
You need to know that the financial decisions you make in the face of Trump's New Dollar could dictate whether you're enriched, or quietly impoverished by the seismic shift already underway.
The stocks to buy. The assets to avoid. And the critical moves our research indicates you should make to ensure you and your family end up on the right side of this once-in-a-generation wealth divide…
It's all laid out here for you in my important new briefing.
Good investing,
Porter Stansberry
This Single Factor Is Holding Back Carvana’s Disruptive Edge
Submitted by Chris Markoch. Article Posted: 6/26/2026.
Key Points
- Carvana’s Q1 results showed record vehicle sales and improving margins, highlighting continued operational momentum.
- High auto loan rates may be the biggest obstacle for CVNA stock as financing-sensitive buyers face affordability challenges.
- Analysts remain optimistic on Carvana, but investors are waiting for Q2 earnings and clearer signals from the Federal Reserve.
- Special Report: The company SpaceX cannot operate without
Carvana (NYSE: CVNA) delivered a genuinely impressive Q1 2026 earnings report that included a record number of units sold.
However, in the two months following that report, CVNA is down approximately 15% despite favorable analyst sentiment. That includes a 10% drop on June 17 in sympathy with cost commentary from CarMax (NYSE: KMX), even though Carvana's own unit economics are moving in the opposite direction.
I endorsed someone else's model for the first time (Ad)
Porter Stansberry spent 30 years ignoring outside investment systems - until he met Emmet Savage in Dublin. Savage's model, built on Hamiltonian mechanics applied to equity analysis, has delivered nearly 2,000% returns over 17 years with only one losing year.
What convinced Porter wasn't the returns. It was the sell discipline - a framework that identifies the exact moment a position's energy begins to decay, signaling an exit before the decline. He calls it the most rigorous sell system he has ever seen, comparing its edge to RenTech's famed Medallion Fund.
Watch Porter's full breakdown of Project Prophet and Emmet's systemAfter the company’s strong Q1 numbers, Carvana still has operational fuel left in the tank. For example, the company’s AI-driven reconditioning tools haven't been rolled out at most facilities, which leaves room for further margin expansion.
The company's new Stellantis (NYSE: STLA) hybrid hub model has also shown early traction. The Casa Grande franchise reportedly went from 30 to 50 units per month to more than 700 after Carvana took it over.
Why Is CVNA Under Pressure?
With so many positive factors supporting the stock's outlook, why is CVNA under pressure? Some would point to valuation. At 41x forward earnings, Carvana is priced like a technology stock. But the company’s innovative, online-only model has been disruptive to a market that wasn’t known for innovation. And although the company doesn’t have a long history of profitability, the 41x figure is still a discount to its historic average.
The company also cited the likelihood of lower gross profit per unit (GPU) in the coming quarter for a variety of reasons, including the year-over-year comparison to last year’s tariff anniversary. But that’s likely to be a one-time event and wouldn’t explain a sell-off that is now over 20% in 2026.
Carvana Is More Sensitive to Financing Conditions
The real pressure on CVNA is likely coming from something outside of its control: the near-term direction of U.S. monetary policy. The tone of Federal Reserve chair Kevin Warsh's statements on June 17 did not suggest a move toward an accommodative stance anytime soon.
The CME FedWatch tool agrees. The odds of a rate cut for the rest of 2026 are not even given a percentage. This may not satisfy investors who want to sharpen their pencils and look for a mathematical reason to sell Carvana in the company’s financials. But before dismissing it, here’s something to consider.
For an auto retailer, interest rates matter because auto loan rates are among the stickiest in consumer credit. The average used car APR is well above 11%. Trade-ins increasingly carry negative equity. A consumer who barely qualifies at current rates gets squeezed harder if rates hold or rise.
Something else to consider: Carvana's competitor CarMax recently delivered earnings and, despite beating estimates and growing penetration, saw net income drop nearly 12% to $185.6 million as it cut prices to defend volume. Its loan-loss reserve also climbed to 2.95% of loans, up from 2.78%, as the company leaned harder into Tier 2. This is a category of consumers with strong but not top-tier credit who usually qualify for rates that carry a cost premium.
The typical Carvana customer skews to a lower FICO score than CarMax and is more dependent on financing. When rates stay high, marginal buyers are the first to be disqualified, and those are disproportionately Carvana's customers. There's also a K-shaped wrinkle to consider. Upper-income consumers are still spending, but they're prioritizing travel and experiences over big-ticket vehicle purchases.
That does give fundamental investors something to consider. Restrictive policy compresses growth multiples hardest. At a 41x forward multiple, Carvana needs growth to deliver.
If higher-for-longer rates take $1 of earnings per share (EPS) away from CarMax, it could take 10x off CVNA's multiple. That puts Carvana’s 5-for-1 split last quarter into a different light.
Analysts Remain Bullish, But Technicals Stay Weak
Institutional buying was down sharply in the last quarter, but since the company’s earnings report, analysts have been mostly bullish on CVNA. The Carvana analyst forecasts on MarketBeat show a consensus price target of $93.14 as of June 24, representing a significant gain for investors. However, investors may have to wait until after Carvana reports earnings next month to get a better picture of analyst sentiment.
The CVNA chart shows a stock that continues to be in a downtrend, with recent rallies failing to crack the 200-day simple moving average. A bigger concern for investors may be volume, which is down sharply. The MACD also remains below its signal line, with the histogram near zero. There’s simply no real conviction one way or the other, which leaves short interest of around 7%, which in and of itself isn’t bearish.
The next potential catalyst comes with Carvana's Q2 earnings report scheduled for July 29. Until then, CVNA is likely to stay tethered to macro signals rather than its own execution. The numbers say the company’s business model is working. The question is whether the Federal Reserve cooperates before the multiple compresses further.
Qualcomm’s $4B AI Deal Takes Aim at NVIDIA’s Software Moat
Author: Jeffrey Neal Johnson. Published: 6/25/2026.
Key Points
- Qualcomm is successfully integrating innovative compiler software to break the proprietary ecosystem lock that currently limits data center developers.
- Securing advanced processing contracts with premier cloud hyperscalers provides immediate commercial validation for the new enterprise hardware portfolio.
- Corporate cash flows generated by legacy licensing divisions easily support massive capital return programs while funding future growth initiatives.
- Special Report: The company SpaceX cannot operate without
For years, the narrative surrounding artificial intelligence (AI) infrastructure has centered on a single bottleneck: securing enough physical graphics processing units to train and run massive models. While hardware scarcity defined the early artificial intelligence boom, a structural shift is now unfolding beneath the surface of the physical economy. The real friction in the data center is no longer just the silicon. The true bottleneck is the software abstraction layer that binds developers to a specific ecosystem.
Qualcomm (NASDAQ: QCOM) just executed a masterstroke aimed at that vulnerability. By acquiring artificial intelligence software startup Modular Inc. for $3.92 billion and simultaneously securing multi-generation CPU contracts with Meta Platforms (NASDAQ: META) and Microsoft Corporation (NASDAQ: MSFT), Qualcomm is launching a full-stack assault on enterprise infrastructure.
I endorsed someone else's model for the first time (Ad)
Porter Stansberry spent 30 years ignoring outside investment systems - until he met Emmet Savage in Dublin. Savage's model, built on Hamiltonian mechanics applied to equity analysis, has delivered nearly 2,000% returns over 17 years with only one losing year.
What convinced Porter wasn't the returns. It was the sell discipline - a framework that identifies the exact moment a position's energy begins to decay, signaling an exit before the decline. He calls it the most rigorous sell system he has ever seen, comparing its edge to RenTech's famed Medallion Fund.
Watch Porter's full breakdown of Project Prophet and Emmet's systemThis dual hardware-and-software strategy could force a fundamental valuation re-rating. Qualcomm is moving away from cyclical smartphone hardware trends and stepping squarely into the high-margin enterprise artificial intelligence infrastructure space.
The Software Skeleton Key Unlocking NVIDIA's Ecosystem
Understanding the magnitude of this acquisition requires examining how enterprise artificial intelligence operates at a fundamental level. NVIDIA Corporation (NASDAQ: NVDA) maintains a massive valuation premium largely due to its CUDA technology. CUDA is a proprietary computing platform and programming interface. Developers write code optimized for CUDA, effectively locking enterprise workloads into a single hardware architecture. To break this monopoly, challengers cannot just build a faster chip. Competitors must solve the software lock-in.
Modular Inc. exists to dismantle that software moat. The company developed the Mojo programming language alongside the MAX compilation platform. These tools allow developers to write core code once and execute workloads seamlessly across diverse silicon architectures. Modular Inc. functions as a hardware-neutral compiler. By integrating Modular Inc. into its corporate ecosystem, Qualcomm provides enterprise developers with a tangible, low-friction incentive to adopt alternative silicon without undertaking massive, expensive code rewrites.
This move also complements the recent $2.3 billion acquisition of Alphawave Semiconductor. Combining Alphawave Semiconductor's high-speed connectivity intellectual property with Modular Inc.'s software stack creates a vertically integrated architecture. Qualcomm now possesses both the physical data movement capabilities and the software compilation tools needed to address the most persistent computing constraints plaguing modern data centers.
Airborne Assault: Meta and Microsoft Deploy Dragonfly
Software flexibility means little without the underlying hardware to support it. At the recent New York Investor Day, Qualcomm unveiled the Dragonfly data center portfolio. This launch turns a theoretical enterprise roadmap into a concrete commercial pipeline.
The flagship Dragonfly C1000 CPU features a sophisticated chiplet design with more than 250 cores. The architecture uses PCIe Gen 7 and CXL connectivity to manage massive agentic artificial intelligence workloads. CXL connectivity is especially important because it allows different types of processing units and memory pools to communicate with virtually no lag.
The broader market received immediate validation of this hardware ecosystem. Meta Platforms is committed to a multi-year contract to power its next-generation server fleet with the Dragonfly C1000, with production slated for the second half of 2028. Simultaneously, Microsoft Corporation announced plans to deploy Qualcomm's Dragonfly High Bandwidth Compute technology within Microsoft Azure data centers. This specialized technology separates memory from the processing unit, bypassing standard memory bottlenecks to deliver unparalleled memory bandwidth per watt compared with traditional computing configurations.
Securing two of the largest cloud and social infrastructure providers immediately demonstrates high-profile demand. Partnering with Meta Platforms and Microsoft Corporation provides a clear line of sight to sustained enterprise revenue, fundamentally altering how Wall Street models Qualcomm's long-term cash flow predictability.
Capital Defense: Offsetting Dilution With a $20B Shield
Strategic pivots of this magnitude often strain corporate financial health, but fundamental metrics show Qualcomm possesses a highly resilient balance sheet capable of absorbing the expansion. The definitive merger agreement for Modular Inc. is structured as an all-stock transaction. Issuing up to 19.2 million shares to Modular Inc. equity holders introduces a mild 1.8% dilution to existing stockholders.
Management anticipated this dynamic and proactively built a structural defense. The board of directors authorized a massive $20 billion share repurchase program, which should more than offset the dilutive impact of the acquisition. In the most recent quarter alone, Qualcomm returned $3.7 billion to shareholders through buybacks and dividends.
This capital return profile is directly supported by robust segment diversification. While legacy handset revenues experienced a temporary 13% year-over-year decline due to memory supply chain constraints, the automotive division surged.
Qualcomm CDMA Technologies (QCT) Automotive revenue jumped 38% year-over-year to a record $1.33 billion, pushing past an annualized run rate of $5 billion. The Qualcomm Technology Licensing (QTL) division also continues to operate as a major cash-generating engine, reporting a 72% margin before taxes. This steady cash flow easily supports the forward dividend yield of about 1.70%, with the next quarterly payout of 92 cents per share scheduled for distribution on June 25, 2026. Investors maintain a strong valuation floor as the capital-intensive data center portfolio scales toward full commercialization.
Multiple Expansion: Pricing the Enterprise AI Pivot
Markets price equities based on future cash flows and the predictability of those flows. Historically, analysts assigned Qualcomm a lower earnings multiple because of its heavy reliance on cyclical consumer smartphone upgrade cycles. The transition to a full-stack artificial intelligence infrastructure provider calls for a structural re-rating. Wall Street typically assigns a much higher valuation premium to recurring, high-margin cloud infrastructure revenue than to consumer hardware sales.
Analysts are already revising long-term enterprise targets to reflect this new reality. Fundamental models project Qualcomm's data center revenue scaling from $3 billion in fiscal 2027 to $35 billion by fiscal 2031. Reflecting this growth trajectory, JPMorgan raised its price target to $265, while Wells Fargo raised its target to $230. Replacing a handset earnings multiple with a cloud infrastructure multiple justifies substantial upside from current trading levels near $194.
Bearish positioning could inadvertently accelerate this upward price discovery. With short interest sitting at 45 million shares, representing 4.3% of the outstanding float, and options chain implied volatility spiking to 78%, the stock exhibits the classic dynamics of a coiled spring. As Modular Inc.'s software integration takes hold and the data center contracts begin converting to recognizable revenue, institutional skeptics may be forced to cover positions to avoid heavy losses. The enterprise artificial intelligence narrative is shifting quickly, and the fundamental data points to a wealth creation opportunity for investors positioned ahead of the broader market crowd.
This message is a paid advertisement from Porter & Company, a third-party advertiser of DividendStocks.com and MarketBeat.
If you need assistance with your account, please feel free to email our U.S. based support team at contact@marketbeat.com.
If you no longer wish to receive email from DividendStocks.com, you can unsubscribe.
© 2006-2026 MarketBeat Media, LLC.
345 N Reid Pl. #620, Sioux Falls, South Dakota 57103. U.S.A..
0 Response to "What is ‘The Silicon Dollar’?"
Post a Comment