Editor’s Note: This could be the most critical investing broadcast you’ll see all year. Renowned forecaster Porter Stansberry and tech insider Jeff Brown expose a government-backed campaign to channel trillions of dollars into just a handful of specialized companies.
This isn’t just a new market megatrend, says Porter, but a matter of pressing national security for our country. Get the details here, or keep reading to get the details from the man himself…
There’s no time for niceties…
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, right now.
Fair warning: when you discover what’s going on, you’ll wish it wasn’t true.
But, as the saying goes… if wishes were horses, beggars would ride.
Wishes can’t stop the unstoppable. Wishes can’t change reality. And every time I’ve exposed that reality before, I’ve been met with resistance. Even ridicule.
That’s what happened 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.
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
Applied Digital's Shorts Got Squeezed—Now What?
Written by Thomas Hughes. Published 10/13/2025.
Key Points
- Applied Digital's stock price surge is indicative of its future strength, but short sellers are also driving volatility.
- The company's revenue and earnings outlook are rapidly expanding as AI demand intensifies.
- The stock price is at risk of pulling back sharply in late October and November, closing a gap that formed on the daily charts.
Investors considering Applied Digital (NASDAQ: APLD) because of its AI outlook should think twice before rushing in.
A stronger outlook for AI-driven demand, revenue and earnings helped spark the stock's roughly 30% October gain, but heavy short interest amplified the move.
NEW LAW: Congress Approves Setup For Digital Dollar? (Ad)
Trump Ally Says Congress Approved the Setup for a Digital Dollar 2.0
But according to Rep. Marjorie Taylor Green, it's a bill that contains "the entire setup, groundwork and infrastructure to move from cash to digital currency."
Short interest was not only high — over 32% in late September — MarketBeat data also shows short sellers were increasing their positions, pushing short interest to record levels.
The takeaway: short-covering appears to be the primary driver of the surge, which leaves the stock vulnerable to volatility or a sizeable pullback.
Applied Digital Rockets Higher as AI Demand Surges
Applied Digital reported a strong fiscal Q1, with its core business growing about 85% and beating consensus by more than 4,000 basis points. But the market's focus has shifted away from its cryptocurrency-oriented operations to the emerging AI data center business and the hyperscaler demand it is attracting.
The company announced new contracts and plans for a second AI-centric datacenter that would not only double its capacity but is expected to have an unnamed client take 100% of the Polaris Forge 2 capacity. If that client commitment holds, 100% of the planned capacity — including Polaris Forge 1 — would be leased, leaving the company to add capacity to meet further demand.
Importantly, the company forecasts an annualized net operating income (NOI) run rate of $500 million per facility, implying roughly $1 billion across two facilities by 2028. If Applied Digital continues to expand into AI data centers — and it is in early talks to do so — investors should expect plans for additional facilities, each potentially adding another $500 million to the NOI forecast.
Analysts Lift Targets: APLD Stock Price Overextends on Short-Covering
Analysts responded favorably to the results and guidance update, issuing multiple price-target increases and expanding the high end of the target range. The problem is the 30% rally has outpaced the improvement in sentiment, effectively pricing the stock near a market-implied value of about $41.
Many new targets land APLD in the high-$30s, where the stock is likely to consolidate. Short sellers may reposition at these higher levels, which could reinforce a price cap. At best, the stock could become range-bound and trade sideways until the next earnings report unless another catalyst appears.
Institutional ownership is another risk. Institutions own more than 65% of the shares and have been net buyers this year, but the recent rally gives them an opportunity to take profits. If institutional selling accelerates, it could outweigh buying and create a significant headwind for the stock until demand returns.
The Technical Outlook: APLD Cross Pivot Point, Wait for It to Confirm Support
Technically, the action is bullish: a roughly 30% surge produced a large green weekly candle and cleared the prior all-time high. That breakout implies a move roughly equal to the prior trading range — about $30 — which would put APLD near $65 at some point in 2026.
However, because the move extended well beyond the breakout level, a meaningful pullback is possible before new highs are reached. The stock could retrace toward the prior highs near $30 to "fill the gap" on the daily chart, and investors should wait for confirmation of support before assuming the breakout will hold.
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