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
Why Lam Research Still Looks Like a Buy After a 300% Rally
Written by Sam Quirke. Article Published: 5/7/2026.
Key Points
- Lam Research has surged almost 300% over the past 12 months, yet Wall Street still sees further upside ahead.
- Strong earnings, expanding margins, and accelerating AI infrastructure demand continue to strengthen the bull case.
- This week’s SpaceX-related reports have added another layer of excitement to an already red-hot momentum story.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
In a field full of success stories, Lam Research Corporation (NASDAQ: LRCX) has emerged as one of the clear winners of the AI boom. As of May 7, the stock was up almost 300% over the last 12 months, more than 70% year to date, and over 30% in the past month alone.
That’s undoubtedly great news for investors who have been along for the entire ride. But the stock’s one-way move, especially in recent weeks, may also be making some investors cautious right now.
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👉 Unlock the ticker now and get it completely free.Even so, Lam Research continues to attract fresh bullish attention, supported by strong earnings two weeks ago, growing excitement around AI infrastructure spending, and now new speculation tied to SpaceX’s ambitious semiconductor expansion plans. The result is a stock that has already soared into the proverbial stratosphere, yet analysts still argue the best may be yet to come. Let’s take a closer look at why.
Strong Earnings Confirmed the Bull Case
The biggest reason Lam Research continues to rally is that the company is no longer trading on hype alone. That may have been the case a year ago. Today, however, investors are seeing clear evidence that the underlying business is benefiting directly from the AI-driven surge in semiconductor demand.
Last month’s earnings report reinforced that view in a major way. Revenue growth was strong, margins expanded, and management delivered exactly the kind of confident outlook investors were hoping for. More importantly, the company showed that demand for advanced semiconductor manufacturing equipment is still accelerating as chipmakers race to expand AI-related production capacity.
This matters because Lam sits at the center of the semiconductor manufacturing ecosystem. The more aggressively companies invest in advanced chips, memory, and foundry capacity, the greater the demand for Lam’s equipment and technology.
Investors are increasingly recognizing that dynamic. As with many other companies MarketBeat has covered recently, Lam is no longer viewed as just another cyclical semiconductor stock. Instead, it is increasingly being treated as a direct infrastructure play on the AI boom itself. That distinction helps explain why the rally has continued into May even after such enormous gains over the past 12 months.
The SpaceX News Adds Another Layer of Excitement
The other catalyst helping to fuel the latest leg of the rally came on Wednesday, May 6, in the form of reports surrounding SpaceX’s ambitious Terafab semiconductor project in Texas.
According to reports, SpaceX is planning a massive semiconductor manufacturing facility to produce its cutting-edge 2nm chips by the end of the decade, in support of its AI and robotics ambitions. Lam Research has reportedly emerged as one of the key equipment suppliers Elon Musk has contacted about the project.
Even though the details are still speculative, investors immediately saw the potential upside. And just as Intel Corp (NASDAQ: INTC) shares reacted earlier this week to news that Apple Inc (NASDAQ: AAPL) was considering it as a partner, Lam shares hit fresh all-time highs.
This is exactly the kind of narrative momentum investors love. It ties Lam Research directly to one of the hottest themes in the market while also linking the company to Elon Musk, AI, domestic manufacturing, robotics, and next-generation semiconductor infrastructure.
Whether the project ultimately reaches its full scale remains to be seen. Still, the fact that Lam is being associated with it at all further strengthens the perception that the company sits at the center of the AI infrastructure buildout.
The Rally Is Stretched, But the Trend Remains Strong
Investors should not ignore how extended the stock has become in the near term. A 300% rally over 12 months is extraordinary by any standard, and the latest leg higher has been especially aggressive.
Technically speaking, Lam Research is clearly overbought, and a period of profit-taking or consolidation would be completely normal after a move like this. Investors considering chasing the stock here need to be realistic about that risk.
However, the broader setup still looks favorable. Importantly, analysts remain bullish despite the massive gains already seen. Deutsche Bank recently reiterated its Buy rating alongside a $325 price target, while Oppenheimer did the same, with a $330 target.
For investors on the sidelines wondering whether it’s worth chasing the stock at these levels, that matters because it suggests Wall Street still sees meaningful upside ahead, even after one of the market's strongest rallies. The stock may need time to cool off in the short term, but the bigger picture continues to point higher.
Lam Research appears well-positioned to benefit from a rare combination of strong execution, powerful industry tailwinds, and accelerating investor enthusiasm for AI infrastructure. And as long as companies keep racing to build the infrastructure powering the AI economy, Lam looks likely to remain one of the biggest winners.
AMD's Poker Face: Reading the Tell in a Panic-Driven Market
Written by Jeffrey Neal Johnson. Article Published: 4/29/2026.
Key Points
- AMD's partnership with a major hyperscaler validates its technology and de-risks the company's future revenue growth expectations.
- Management is using a forward-dated product event to anchor market expectations on its next-generation hardware cycle, countering short-term sentiment.
- Sophisticated options traders and institutional investors appear to be accumulating shares, positioning for a significant rally into the late summer.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
A severe, macro-driven correction is ripping through the semiconductor complex, creating a technical dislocation in shares of Advanced Micro Devices (NASDAQ: AMD).
The current selloff, sparked by systemic concerns about the pace of AI infrastructure spending, has created an attractive entry point for investors able to separate short-term sentiment from medium-term fundamental catalysts.
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Calling the Bluff: Why AI CapEx Panic Is Overblown
The immediate downside pressure is a direct reaction to late April reports of missed internal growth targets at OpenAI, a development that sent a shockwave through the AI supply chain. The narrative has pivoted almost overnight to fears of a slowdown in data center capital expenditures. This sentiment-driven rotation is providing cover for profit-taking after a strong 59% 30-day rally in AMD’s stock price.
Compounding the macro pressure was a tactical downgrade from Northland Securities, which shifted its rating from Outperform to Market Perform, citing valuation concerns. The stock currently trades with a trailing price-to-earnings ratio (P/E) of 126.23, a metric that demands near-flawless execution and sustained high-growth tailwinds. For many, the OpenAI news was the first visible crack in the growth thesis, justifying a move to the sidelines. The resulting price action, a sharp decline to the $318 level, reflects this heightened uncertainty as investors await the company’s critical Q1 2026 earnings release on May 5.
AMD's Pocket Aces: The Meta Partnership Counter-Signal
Just as the market began to price in a potential CapEx winter, new disclosures provided a powerful counter-narrative. A newly expanded strategic partnership with Meta Platforms (NASDAQ: META) will see the hyperscaler deploy 6 gigawatts of AMD GPUs. This multi-gigawatt enterprise commitment is a direct and verifiable rebuttal to the thesis that AI infrastructure buildouts are stalling. It provides a foundational layer of demand from a premier client, de-risking forward revenue streams and validating the performance of AMD’s current and future accelerator architecture.
This stands in stark contrast to competitors like Broadcom (NASDAQ: AVGO), which are aggressively pursuing a custom ASIC strategy that can lead to margin compression and high single-customer concentration risk. The Meta deal underscores the strength of AMD's more open, flexible hardware ecosystem, a key differentiator for hyperscalers seeking to avoid vendor lock-in and diversify their silicon supply chains.
Betting on the Turn: AMD Signals Its Next Move
AMD management is not waiting for the market narrative to dictate its trajectory. The announcement of its Advancing AI 2026 event, scheduled for July 23, serves as a strategic placeholder for its next hardware cycle. This forward-dated event is a classic maneuver by silicon companies to defend their stock price during sector corrections, signaling confidence in the product pipeline to bridge any gaps in sentiment.
The San Francisco showcase is expected to debut the next-generation Instinct MI400 series accelerators. These products are engineered to directly challenge NVIDIA's (NASDAQ: NVDA) dominance in the data center. Alongside the new GPUs, the market anticipates a roadmap for the Zen 6 architecture and Zen 7 EPYC enterprise server processors, further strengthening the company’s two-pronged assault on the high-margin data center market. By anchoring expectations to a firm date, AMD forces analysts and institutional capital to look past the current noise and begin pricing in the next wave of product-driven growth.
Who's Staying in the Game
Despite the jarring price action, institutional conviction remains robust. AMD is currently 71% institutionally owned, with capital flows over the last 24 months showing a decisive bullish bias, $36.96 billion in inflows versus $20.33 billion in outflows. This suggests that long-term allocators are using periods of volatility to accumulate positions.
Recent insider selling, which can often be a bearish indicator, requires deeper context. SEC Form 4 and 144 filings confirm that the widely reported April share sales by CTO Mark Papermaster were executed under a pre-arranged Rule 10b5-1 trading plan. This plan was established in November 2025, long before the recent rally, neutralizing any interpretation of the sales as a reaction to current market conditions.
Going All-In: Options Traders Play Their Hand
The options market is providing a clear map of investor strategy. Significant open interest in put options at the $300 and $310 strike prices for near-term expirations establishes a firm technical support floor. Simultaneously, traders are accumulating out-of-the-money call positions, with concentrated open interest at the $340, $350, and $370 strikes.
This bifurcated positioning confirms the broader thesis: sophisticated traders are leveraging the current volatility to purchase downside protection while simultaneously placing directional bets on a rally into the late-summer hardware event. The flow indicates that the market is beginning to front-run the hype cycle for the Advancing AI 2026 event, creating a steady baseline of support that should cushion the stock against further macro-induced panic. The current technical divergence offers an asymmetric risk/reward opportunity to scale into a high-beta technology leader ahead of its most significant catalysts of the year.
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