Editor’s Note: This might be the most important investing broadcast of the year. Legendary forecaster Porter Stansberry and Jeff Brown expose one of the most important and consequential financial stories in America today.
They say it’s a coordinated, government-backed mobilization that’s funneling trillions of dollars into a tiny handful of companies. For more details, click here. Or read on below to hear from Porter himself…
You won’t want to accept this.
You’ll reject it. Call me crazy for suggesting it.
I don’t care. I’m used to it. That’s what they called me when I predicted the fall of Fannie Mae and Freddie Mac, the bankruptcy of General Motors, the loss of America’s triple-A credit rating… the list goes on and on.
But I don’t let my emotions blind me to reality. No matter how difficult the truth… no matter how uncomfortable the fact… I follow my research to its logical conclusion.
You should too.
But I know most of you won’t – or can’t.
However, if you have any money in the stock market, savings in the bank – and especially if you are responsible for your family’s wealth – you really need to hear me out.
What I’ve discovered took months of investigation… and years of watching this moment build in the background of everyday life.
A powerful force — one almost no one fully understands — is on the verge of tearing through American life and wealth with brutal efficiency.
It won’t be fair. It won’t be gradual. And it won’t spare the unprepared. Hundreds of millions will feel the impact. Some could be devastated. A few others will come out far richer.
Which side you end up on may come down to one thing: how fast you act.
My job is simple: to make sure you land on the right side of what’s coming.
This force, described by Elon Musk as “the most likely cause of World War 3, demands a response. And it’s getting one.
It’s the reason Trump has been raising trillions of dollars from the Middle East…
The reason he forced Zelensky to hand over rights to half of Ukraine’s enormous mineral deposits…
It’s the reason Apple is spending $500 billion to bring their factories back to U.S. soil.
It’s even behind the President’s strange obsession with Greenland.
The threat of this force looms so large that Trump has privately declared it a national emergency… mobilizing public and private capital on a scale we haven’t seen since the Second World War.
In fact, strange as this may sound, what’s unfolding eerily resembles America’s transition to a total war state, 85 years ago.
Back then, key industrial assets were “drafted” to support the war effort. Boeing, GM, Ford, and Caterpillar were called on to produce tanks, fighter planes, and radar.
Today, the President has recruited the likes of Apple’s Tim Cook, Amazon’s Jeff Bezos, Mark Zuckerberg, and OpenAI’s Sam Altman… to tap their vast resources for his own, undeclared national emergency.
Why has he called upon the world’s largest companies and wealthiest men?
As you’ll see, trillions of dollars are rapidly being directed into a concentrated set of companies closely connected to this national emergency.
In this special broadcast, Jeff Brown and I will reveal what this national emergency is and how Trump and his team are reordering the entire economy to prepare for it.
More importantly, we’ll name the two companies most likely to profit.
This new emergency could determine who retires rich — and who gets wiped out, as it forces an epic rotation of capital from one side of the market to the other.
You still have time to prepare – but not much. In a matter of days, an expected announcement from Trump could send capital flooding into the companies we share in the broadcast.
That’s why we’re urging you to watch today.
Good investing,
Porter Stansberry
P.S. This is already underway. Money is rapidly moving. And we believe several popular stocks could be decimated by it. Don’t wait to be engulfed by it – prepare now. Go here.
PayPal Stock: Why Wall Street May Be Undervaluing This Giant
Written by Gabriel Osorio-Mazilli. Published 9/30/2025.
Key Points
- PayPal stock is down 21% YTD and trades at just 72% of its 52-week high, but fundamentals remain strong.
- Recent earnings showed EPS growth of 20%, driven by efficiency gains, while active accounts reached 438 million and payment volume rose 6%.
- Analysts and institutions are showing renewed optimism, with price targets as high as $100 and Amiral Gestion boosting holdings by 131%.
Many investors believe market prices fully reflect all available information. In reality, companies sometimes slip off Wall Street's radar, creating a gap between fundamentals and share prices. For contrarian investors, these lapses can reveal attractive buying opportunities.
PayPal Holdings Inc. (NASDAQ: PYPL) exemplifies this scenario. While the technology sector remains focused on a handful of marquee names, PayPal — despite its global recognition — has been largely overlooked. Trading roughly 28% below its 52-week peak, the stock has officially entered bear market territory. The key question is whether the market has mispriced PayPal's future prospects.
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With the Federal Reserve potentially embarking on a prolonged easing cycle, consumer and business spending could accelerate in the coming quarters. As a leading digital payments provider, PayPal is poised to benefit, making its current valuation seem increasingly difficult to justify.
PayPal's Decline Looks Overdone
Year-to-date, PayPal shares are down 21.2%, a decline that might suggest weakening fundamentals. However, the company's latest quarterly earnings paint a healthier picture.
Revenue climbed 5% year-over-year to $8.3 billion — a solid outcome given consumer belt-tightening and tariff concerns. PayPal also gained market share, adding two million new PayPal and Venmo card users in the U.S., bringing its active accounts to 438 million in Q2 2025.
Existing customers are also spending more: total payment volume rose 6% year-over-year to $443.5 billion, underscoring PayPal's deepening network effects.
Profitability tells a similarly positive story. Through streamlined operations, PayPal converted 5% revenue growth into 20% earnings per share (EPS) growth. At $1.40 per share, EPS exceeded the MarketBeat consensus of $1.30 by 8%. With interest rates trending lower, the company is well positioned to continue surpassing expectations.
Analysts See More Upside
The current consensus price target for PayPal is $84.50 per share, implying about 26% upside from today's levels. Some analysts are even more bullish: Andrew Boone of JMP Securities has a $100 target, while Joseph Vafi of Canaccord Genuity sees $96 — representing 48.5% and 42% potential gains, respectively.
Institutional investors are showing conviction, too. In September 2025, Amiral Gestion boosted its PayPal holdings by 131%, raising its position to $23 million. Such a significant increase signals strong confidence in PayPal's long-term outlook.
Where PayPal Could Be Headed
Looking ahead, Wall Street projects EPS of $1.54 for Q2 2026, about a 10% increase from PayPal's most recent earnings beat. If the Fed's easing cycle provides a macro tailwind for digital payments, PayPal could again exceed expectations.
PayPal's scale and customer stickiness are key competitive advantages. With 438 million active accounts, the platform has woven itself into consumer habits — a moat new entrants struggle to breach. As transaction frequency rises, PayPal's platform economics strengthen, fueling long-term growth that the market currently undervalues.
For contrarian investors, the gap between perception and reality may signal a rare opportunity. Although the shares remain well off their highs, PayPal continues to deliver steady growth, making its current valuation appear misplaced.
PayPal Stock Looks Undervalued Despite Recent Weakness
Although PayPal's shares have fallen out of favor, its robust earnings growth, expanding user base, and institutional support tell a compelling story. With some price targets as high as $100 and lower interest rates poised to bolster spending, PayPal appears undervalued relative to its fundamentals.
For investors seeking overlooked opportunities in the computer and technology sector, PayPal is worth a closer look.
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