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I wish this wasn’t the case…
But it’s happening, exactly as I predicted.
I first warned my readers of this threat months ago. Many disregarded it.
Now it’s accelerating and unless you prepare now you could be blindsided by an event two Nobel Prize winners have warned of… an event that you cannot ignore.
The clock is ticking. Just take a look:
In a single month, March of this year, U.S. employers announced 60,620 job cuts. That's a 25% jump from February. And one force was named as the reason why.
Then the floodgates really opened.
Meta announced it's laying off roughly 8,000 employees – 10% of its workforce – and quietly killing another 6,000 unfilled roles.
The same week, Microsoft offered "voluntary separation" to 7% of its U.S. workers — more than 8,500 people.
Translation: quit on your terms, or we'll fire you on ours.
And they're not alone. Not by a long shot.
Amazon cut 16,000 corporate jobs… Block cut 40% of its workforce…. Salesforce eliminated 44% of its support team... Oracle is reportedly axing up to 30,000 roles.
IBM, Snap, Pinterest, Klarna… the list grows by the week.
Almost 80,000 tech jobs evaporated in the first three months of 2026 alone.
Although most people think this is about AI… it’s not. The story goes far deeper and is far more consequential. It’s something that I’ve been warning off for months now.
And I’m not the only one.
Two Nobel Prize winners have warned of this Final Displacement.
Because they know, as I do, this event could trigger a once-in-a-generation wealth shift.
A transfer of wealth that’s already begun with Goldman Sachs estimating 12,400 Americans are being financially destroyed every day… while others grow richer than ever before.
Which side you’re on could depend on what you do next.
Because for those who understand what’s unfolding, this could be one of the greatest wealth-building phenomena of their lives.
But for those who bury their head in the sand… this force threatens to wipe out years of investment returns and could even destroy their financial future.
Here’s the full story for you.
26 years ago, I started telling friends, family, and anyone who would listen about an unprecedented societal shift that was barreling down on us.
I’d discovered that a new technology was about to unleash massive, almost unimaginable, changes. I likened the impact to the railroad boom, the Industrial Revolution, and the rise of personal computing.
At the time, I was working as an investment analyst for an elite research group, but my colleagues and bosses refused to listen to me.
No matter what I said, they simply would not acknowledge the sands shifting beneath their feet.
The legendary Dr. Kurt Richebächer – one of the world’s leading Austrian economists – even called me and my ideas “radical.”
But I was certain this new technology would trigger a transformation that was simply unfathomable to most people… and those on the frontier could reap financial returns unlike any the world had ever seen before.
So, I decided to put my entire career – not to mention every cent I had – on the line to spread the story myself.
I left my job as a research analyst… went home to my third-floor apartment in one of Baltimore’s worst neighborhoods… and with a borrowed laptop, I wrote my first financial prophecy.
And in an investment paper that’s now been read by more than one hundred thousand people…
I explained how the endless miles of new fiber optic cables being laid was creating a new railroad across America.
And that this new “railroad” was going to upend the telecommunications industry and pave the way for a new internet economy.
I also warned it would decimate some of America's most dominant companies like AT&T.
At the time, this was an outlandish idea, with analysts calling AT&T “dominant”, “unstoppable”, and “the giant that no other company can topple.”
But those who were willing to open their minds to my so-called “radical” ideas were not only able to sell these companies before they collapsed…
They also had the chance to get in early on the firms that would go on to command this new internet economy:
Amazon, Adobe, Qualcomm, SunMicrosystems, Uniphase, Texas Instruments… These are household names now, but when I first recommended them in the late 90s, they were complete unknowns.
Since then, I’ve issued a number of other financial prophecies, many of which have come to pass precisely as I predicted.
But today, I’m stepping forward with a new exposé that I believe could surpass anything I’ve ever done…
It’s an investigation into what I call The Final Displacement… and I don’t think we will ever again see a story that rivals the magnitude of this during my lifetime.
I’m not talking about AI… quantum computing… augmented reality… the blockchain… or anything else you might be thinking of.
No. This is far bigger than them all. In fact…
It’s the cornerstone that all our recent technological innovations have been built upon and the future will be built upon too.
Yet you’ve likely never heard of it before.
Outside of the labs in the world’s most prestigious universities and tech companies, almost nobody has.
But those who have… those who can see the writing on the wall… they’re investing billions of dollars, as they know this will transform everything.
Marc Andreessen… Ben Horowitz… Elon Musk… Jeff Bezos… Mark Zuckerberg…Jensen Huang… Bill Gates… the list goes on and on.
They know, as I do, that in a few years from now, we will not recognize the world we live in.
How we work, live, communicate, transact… it will all be completely upended by what’s coming next.
Today, I’m going to share it all with you… and I promise you’ve never heard anything like this before.
You see, despite the magnitude of this story, nobody is openly and freely discussing this turning point. And that deeply concerns me, because I believe its emergence will draw an indelible demarcation line in society.
On one side, you’ll have those who understand it, invest in it, and who are greatly enriched by it.
On the other side… you’ll have those who underestimate it, turn a blind eye and are unfortunately impoverished by the sweeping changes it ushers in.
I know what side I’ll be on.
And I know what side I want you to be on.
So go here to watch my full investigation into this story.
Including the names of the companies to buy and sell if you want to capitalize on the impending multi-trillion-dollar displacement.
Good investing,
Porter Stansberry
AST SpaceMobile’s Next Launches Could Decide Whether Its Rally Regains Orbit
Authored by Jessica Mitacek. Date Posted: 7/13/2026.
Key Points
- AST SpaceMobile shares have swung sharply in 2026, rising 35% in late June before giving back nearly half those gains by early July.
- Strategic partnerships with Rakuten, AT&T, Verizon, and others, plus an accelerated BlueBird satellite launch schedule, support the company's bullish long-term case.
- Mounting net losses, a widening cash burn rate, repeated earnings misses, and a consensus Reduce rating highlight persistent risks facing the stock.
- Special Report: The company SpaceX cannot operate without
Midland, Texas-based AST SpaceMobile (NASDAQ: ASTS) has been a battleground for bulls and bears this year.
Among space stocks, it has been one of the most volatile names, experiencing its fair share of ups and downs throughout 2026, including a 59% run-up to its all-time high on May 28 and a series of double-digit peaks and troughs along the way.
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Reserve your free seat for the Zero-Dollar Trade Advantage session nowThat trend has continued over the past month. Shares pushed up more than 35% from their one-month low on June 25 through June 30. But since the calendar turned to July, the stock has given back nearly half of those gains, with ASTS now down more than 17% from that recent high.
With its beta now up to 2.69, the SpaceX (NASDAQ: SPCX) rival and space-based direct-to-device (D2D) cellular broadband provider is likely positioned for more of the same. Ultimately, a combination of potential catalysts and headwinds will decide whether AST SpaceMobile can break back into the green during the second half of the year.
Tailwinds: Strategic Partnerships, Bundled BlueBird Launches, and Increased Operating Efficiency
AST SpaceMobile’s bull case remains largely intact, in large part because it has maintained its first-mover advantage in the space-based D2D market.
That has led to a wide range of formal strategic agreements that have cemented the company’s status.
Most recently, ASTS received a boost from Japan's $912 million satellite communications push. That put AST SpaceMobile’s existing partnership with Tokyo-based Rakuten (OTCMKTS: RKUNY) back into the spotlight while raising hopes for a major D2D rollout. The two companies are forming a joint venture that is targeting regulatory approval for D2D operations in Japan, with initial commercial services expected to begin later in 2026.
The company also has agreements with nearly 60 global mobile network providers, totaling more than three billion subscribers, as well as strategic partnerships with AT&T (NYSE: T), Verizon (NYSE: VZ), Vodafone (NASDAQ: VOD), Rakuten, Alphabet (NASDAQ: GOOGL), and real estate investment trust American Tower (NYSE: AMT), among others. Over the long term, those relationships should continue to drive AST SpaceMobile's top-line growth, translating into strong earnings for patient investors.
An accelerated launch schedule for the company’s low Earth orbit (LEO) BlueBird satellites—the largest commercial arrays currently in operation—serves as another catalyst. A simultaneous launch of the next three satellites, including BlueBirds 11, 12, and 13, is scheduled for early August from Cape Canaveral, Florida, aboard a Falcon 9 rocket.
The bundled launches should go a long way toward helping AST SpaceMobile meet its 2026 target of 45 BlueBirds in LEO. According to president Scott Wisniewski, the company is in the process of producing and assembling satellites through BlueBird 37.
Headwinds: Mounting Costs, Launch Targets, Earnings Misses
Scaling at the pace and size AST SpaceMobile is targeting comes at a steep cost. The company posted a net loss of $342 million in 2025, nearly 969% higher than its net loss in 2022 after its first full year of operation as a publicly traded company. In Q1, that loss widened significantly to $191 million.
As the company ramps up launch production and its launch schedule, analysts are forecasting a full-year cash burn rate between $1.5 billion and $1.8 billion.
Another potential headwind is AST SpaceMobile’s lofty BlueBird launch target. While that serves as a near-term catalyst, it could also create longer-term execution risk. Unforeseen launch complications and mishaps—like the Blue Origin deployment of BlueBird 7 into an insufficient orbit back in April—could adversely affect AST SpaceMobile’s ability to meet its year-end launch target. BlueBird 7 was subsequently deorbited, yet the company has maintained that it can reach its goal of having 45 LEO satellites deployed by the end of 2026.
Meanwhile, sentiment has been weighed down by a series of consecutive earnings per share (EPS) misses. AST SpaceMobile remains unprofitable, but its negative EPS has missed analyst estimates for five straight quarters, with only two beats in the past 11 quarters. This has played a major role in outflows from impatient investors who have been waiting for the stock—which went public in April 2021—to finally turn a corner.
Where Wall Street Stands
The smart money appears to be taking a cautious view of ASTS.
Sentiment is tepid, with just one of the 10 analysts covering the stock assigning it a Buy rating.
Overall, it holds a consensus Reduce rating despite a 12-month price target that implies about 16% potential upside from current levels.
Over the past year, insider selling has outweighed insider buying by more than $451 million to just over $187,000.
But institutional investors are evidently taking a longer-term approach, with buyers injecting $2.34 billion over the past 12 months compared with outflows of just over $487 million.
Still, as previously mentioned, more volatility is likely ahead, as reflected by current short interest of 21% of the float, which equates to $5.45 billion worth of shares.
Shorting the Grid: Bloom Energy’s $25B AI Power Play
Authored by Jeffrey Neal Johnson. Date Posted: 7/2/2026.
Key Points
- Bloom Energy and Brookfield Corporation expanded their power-financing partnership fivefold, from $5 billion to $25 billion, to fund off-grid AI data center power.
- Bloom Energy reported quarterly revenue of $751.05 million, up 130.4% year over year, with its market capitalization surpassing $75 billion after a more than 1,100% valuation gain.
- Brookfield, managing over $1 trillion in assets, offers lower-volatility AI infrastructure exposure, while Bloom carries significant execution risk at a 220 forward price-to-earnings multiple.
- Special Report: The company SpaceX cannot operate without
Hyperscalers are running into a hard physical limit in the artificial intelligence arms race. While silicon manufacturers can produce advanced chips at scale, utility providers are still quoting interconnection timelines of three to five years for new data center projects.
For technology sector giants locked in an existential battle for AI supremacy, waiting half a decade to power a server farm is a nonstarter. That infrastructure bottleneck is forcing a major capital shift toward off-grid, islanded power solutions. The AI supercycle is rapidly moving from a software narrative to a heavy-industry reality, demanding immediate, scalable electricity to keep development pipelines moving.
Rewiring Data Center Finance
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Reserve your free seat for the Zero-Dollar Trade Advantage session nowValidating this structural shift, Bloom Energy (NYSE: BE) and Brookfield Corporation (NYSE: BN) just expanded their strategic power-financing framework from an initial $5 billion to $25 billion. The market immediately recognized the significance of this fivefold capital injection, sending Bloom Energy shares up 10% in trading to top $300.
Understanding this partnership requires looking beyond the immediate price action and examining the structural shift underway in the data center landscape. Capital is flowing directly into operations capable of generating scalable baseload power, bypassing the legacy utility grid to meet insatiable computing demand.
Building the AI Factory: Power on Demand
The traditional data center development model is fundamentally broken. Historically, developers secured land, built the physical shell, installed the compute racks, and then plugged into the local utility grid. Today, the immense power density required for artificial intelligence training clusters can quickly overwhelm legacy utility infrastructure.
Bloom Energy solves this bottleneck with solid oxide fuel cell technology. Rather than waiting on local grid upgrades, Bloom servers convert natural gas or hydrogen into electricity through an on-site electrochemical reaction. This process gives hyperscalers immediate, deployable electricity that operates independently of the broader utility grid.
Brookfield Corporation plays an equally critical role in this equation. Sourcing billions of dollars for independent power generation significantly changes the risk profile of a massive data center build. Through a dedicated $100 billion AI Infrastructure Fund, Brookfield is stepping in to finance the entire package.
Bloom and Brookfield are pioneering an integrated AI factory model. This framework allows developers to finance land, liquid-cooling infrastructure, compute hardware, and islanded fuel-cell power as a single, cohesive project from day one.
High-Voltage Volatility: Bloom's Breakout Fundamentals
The fundamental story for Bloom is undeniably accelerating. Bloom Energy recently reported quarterly revenue of $751.05 million, up 130.4% year over year. The market has responded positively to this growth trajectory, boosting Bloom's valuation by more than 1,100% over the trailing 12 months and pushing its market capitalization past $75 billion.
Beneath the surface fundamentals, a complex technical setup is acting as a major upside catalyst. Bloom currently has a short float of about 11%, with a days-to-cover ratio of about 3.25. In isolation, that suggests a healthy amount of market skepticism. When combined with the sheer volume of institutional capital rotating into Bloom, the setup creates the conditions for a potential compound short squeeze.
As the Brookfield Corporation news hit the wire, intraday options flow showed aggressive call buying, pushing the 10-day call-to-put volume ratio to 1.62. When retail and institutional buyers flood the options chain with out-of-the-money calls, market makers are forced to buy the underlying stock to delta hedge their positions.
This mechanical buying pressure, paired with short sellers scrambling to cover their negative bets, can create powerful upside momentum. Wall Street is adjusting its models to account for this new reality. On July 1, 2026, UBS raised its price target from $322 to a new street-high of $350, challenging the Royal Bank of Canada's reiterated Outperform rating and its previous street-high target of $335. In both cases, the targets suggest meaningful upside for investors willing to accumulate shares at current levels.
Execution risk remains the primary headwind. Bloom trades at a forward price-to-earnings multiple of 220. The company operates with extremely thin net margins of 0.25% and carries a leveraged balance sheet with a debt-to-equity ratio of 2.90.
Recent insider selling from executives like Chief Commercial Officer Aman Joshi and former CEO John Chambers may raise investor eyebrows, but these dispositions are largely tied to pre-arranged tax plans, a standard practice after a sharp valuation run. Even so, at this premium valuation, Bloom must execute its $25 billion project pipeline flawlessly to avoid severe multiple contraction.
Heavy Lifting: Financing the AI Power Surge
While Bloom Energy offers high-octane growth potential, Brookfield Corporation represents the foundational bedrock of the AI infrastructure trade. Committing $25 billion to a single technological framework requires an almost unfathomable level of balance sheet liquidity.
First-quarter data highlights exactly why Brookfield is uniquely positioned to act as the primary financier of the physical technology buildout. Brookfield now oversees more than $1 trillion in total assets under management, anchored by $614 billion in fee-bearing capital. The company generates over $4 billion in trailing 12-month distributable earnings, providing the necessary cash flow to fund its massive mandates aggressively without dangerously stretching its leverage profile.
Trading at 14.2 times forward earnings, Brookfield offers a distinctly different value proposition than its high-flying technology partners. The company also boasts a projected earnings growth rate of 34% and pays a modest 0.65% dividend yield, choosing to reinvest the lion's share of its capital into high-conviction real assets.
For capital allocators, Brookfield should be seen as a lower-volatility, defensive vehicle for gaining exposure to data center expansion, allowing investors to extract toll-road-style fees from the global computing supercycle.
Plugging In: Capitalizing on the Power Shift
The artificial intelligence boom is splitting into two distinct investment camps. Semiconductor sector designers and software platforms dominated the first wave. The second wave, unfolding now, is defined by concrete, copper, cooling, and kilowatts.
The expanded alliance between Bloom Energy and Brookfield Corporation shows that hyperscalers are willing to bypass the traditional power grid entirely to maintain their compute deployment schedules. Bloom provides the necessary localized hardware, while Brookfield supplies the capital required to scale these operations globally.
Investors looking to capitalize on this shift in physical infrastructure might consider adding both sides of this partnership to their watchlists. Those with a higher risk tolerance could monitor Bloom for continued momentum as it scales manufacturing to meet the new $25 billion mandate. More cautious market participants may prefer Brookfield as a diversified, cash-flowing anchor for long-term alternative asset exposure.
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