My name is Porter Stansberry.
I’m the founder of one of the largest financial research firms in the world. Over the last 26 years we’ve helped investors navigate almost every major economic cycle.
We’ve also been on the forefront of every big financial story from the rise of Bitcoin and MRNA vaccines to robotics and artificial intelligence – just to name a few.
But today, I’m breaking the biggest story of my career…
An economic story the likes of which we’ve not seen in centuries. In fact, the last – and only time – this happened was in 1776. But now, on the eve of America’s 250th anniversary, it’s happening again.
And as you’ll discover today, the aftershock of this event could “reset” not just your personal wealth, but the entire U.S. economic system:
How you work, how you vote, how you protect and build your wealth… it’s all being turned upside down by what one famous Stanford economist says is:
“The biggest change ever… bigger than electricity… bigger than the steam engine.”
Yet almost nobody is prepared for it. So, if you’ve been watching the chaos of the past year unfold, struggling to understand what it all means… you’re about to get many - if not all - of the answers you’ve been searching for.
And, most importantly, what it all means for you, your money, and your investment portfolio in the months ahead
Because as you’ll discover, everything from the government taking stakes in companies like Intel, Lithium Americas, and MP Materials.
To Trump’s strike on Venezuela… his deal with Greenland… his seemingly never-ending slew of executive orders… and increasingly centralized grip over the economy…
All the way to the surging popularity of radical socialist politicians like Bernie Sanders, AOC, and Zohran Mamdani…
It’s all deeply and inexorably intertwined in what is, without a doubt, the most consequential story of the year.
A turning point that one Nobel Prize winner says is dividing not just the economy but our entire society.
And, as my guest and I explain, the financial decisions you make in the face of this New 1776 Moment… they could dictate whether you’re enriched, left stuck in the past, or potentially even impoverished by the seismic changes barreling down upon America.
The stocks to buy… the stocks to sell… and the three money moves to ensure you and your loved ones end up on the winning side of this new economic reality.
It’s all laid out here for you…
Good investing,
Porter Stansberry
Wall Street Is Starting to Talk About Tesla's Endgame
Written by Sam Quirke. Article Published: 5/29/2026.
Key Points
- Merger speculation between Tesla and SpaceX is building rapidly ahead of the latter’s IPO, which could be the largest in history.
- Much of the early groundwork has already been laid, with a joint Terafab chip fabrication facility under development and Tesla's prior xAI investment having already converted into SpaceX shares.
- With the stock up more than 30% over the past couple of weeks, the market appears to be leaning into a future that looks very different from Tesla's past.
- Special Report: Elon Musk already made me a “wealthy man”
Shares of Tesla Inc (NASDAQ: TSLA) have had a strong couple of weeks since hitting a multi-month low last month. The stock is up more than 30% since early April and is currently trading around $440, putting it back in territory that not long ago felt out of reach.
The broader bull case around full self-driving (FSD), robotaxis and Optimus has been well documented, and the company’s most recent earnings report did little to dampen enthusiasm. However, a new and potentially more important narrative is beginning to take shape, one that could redefine Tesla as a company.
The Rumors Are More Credible Than They Look
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Download your copy now.The past few weeks have seen rumors build around something truly explosive. Reports have emerged that Elon Musk has been discussing with colleagues the possibility of merging Tesla and SpaceX (NASDAQ: SPCX), his spacecraft and satellite company. Yes, that SpaceX — the one that is on track to go public sometime in the coming weeks in what could be the largest IPO in history.
If that hasn’t been enough to get Musk’s fan base excited, then perhaps the fact that a merger with Tesla would theoretically make the resulting company one of the most valuable ever assembled might do the trick.
Wedbush analyst Dan Ives, one of the most consistently bullish voices on Tesla, believes this is where things are headed. In a recent note to clients, he put the odds of a merger by early 2027 at 80% to 90%, arguing that the groundwork is already firmly in place. His view is that Musk wants to own and control more of the AI ecosystem, and that combining SpaceX and Tesla is the logical next step in a strategy he has actually been executing for years.
Musk Has Done This Before
What gives the merger thesis genuine credibility isn’t just the speculation; it’s the pattern behind it. Not only has Musk demonstrated a tendency, if not an outright strategy, to move engineers between his companies, but he also has a well-established track record of quietly consolidating the businesses he controls in the background.
For example, earlier this year, Tesla invested $2 billion in Musk’s xAI company, which had itself acquired X (formerly Twitter) last year after Musk bought it. Musk’s SpaceX company has since acquired xAI, meaning Tesla shareholders already have a substantial link to SpaceX sitting on their balance sheet, without a formal merger having even taken place.
That’s an intentional and well-thought-out chain of transactions. Each step has brought Tesla and SpaceX closer together operationally and financially, potentially laying the foundations for something larger. Add in the joint Terafab semiconductor fabrication facility currently under development, which will manufacture chips for both companies, and the likelihood of the two organizations being deliberately stitched together becomes hard to ignore.
The Bull Case Is Exciting
For Tesla bulls, the appeal of a merger is straightforward. Quite aside from generating maximum investor hype ahead of SpaceX’s pending IPO, SpaceX brings Starlink’s satellite infrastructure, advanced AI capabilities through xAI and a rocket business second to none. Combined with Tesla’s established manufacturing scale, emerging energy storage technology and robotics ambitions, the resulting entity would be a sight to behold: a vertically integrated AI and technology conglomerate spanning energy, transport, space and computing.
Dan Ives has described it as the "holy grail" of Musk’s empire-building dreams, and when you lay out the combined strengths on paper, it’s not hard to see why he uses that language.
A Long Shot Worth Watching
The risks, however, are real, and there are plenty of voices already crying wolf about SpaceX’s supposed $1.7 trillion valuation. It’s not hard to think Musk will have enough on his plate just making that a success.
Prediction markets, which have become increasingly recognized for their forecasting accuracy, are also considerably less bullish than Ives, with the current odds of a merger before May 2027 only around 33%. The valuation question is also significant, as both companies are trading at stretched multiples and a merger between them would introduce meaningful execution risk. That is if a deal could even make it to completion, given the kind of legal scrutiny it would attract, not to mention inevitable shareholder battles.
All that said, it makes for exciting reading, and if there’s one man who could pull it off, it’s Musk. For investors who believe in his long-term vision and his track record of eventually delivering on ideas that initially seemed implausible, the direction of travel here is hard to dismiss.
Alphabet Bets on Hardware With Googlebook and AI Glasses
Written by Ryan Hasson. Article Published: 6/1/2026.
Key Points
- Alphabet is making its most ambitious consumer hardware push ever, introducing the Googlebook laptop and Android XR smart glasses powered by Gemini Intelligence.
- Gemini Intelligence serves as the unifying agentic AI layer embedded across all new Alphabet hardware.
- Alphabet's strong financials, including 22% revenue growth and a massive cloud backlog, underpin its expanding hardware strategy ahead of a July 22 earnings report.
- Special Report: Elon Musk already made me a “wealthy man”
For most of its history, Alphabet (NASDAQ: GOOGL) has been a technology, software, and services company. Its dominance was built on Search, YouTube, Gmail, and Android—products that all lived on screens made by other technology companies.
The hardware layer, the device itself, was always someone else’s business. But that may be changing, and the pace of that shift has accelerated dramatically over the past month.
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Download your copy now.The stock is up about 20% year-to-date, trading with a market cap of $4.6 trillion. It delivered 22% revenue growth in its most recent quarter, with Google Cloud accelerating to 63% year-over-year growth. The fundamental story is as strong as it has ever been. Now, on top of that foundation, Alphabet is making its most ambitious push into consumer hardware in the company’s history.
The Googlebook: Owning the AI Laptop
The centerpiece of Google’s recent hardware push is the Googlebook, unveiled at The Android Show on May 12 and expanded upon at Google I/O the following week. It is an entirely new category, merging Android and ChromeOS into a single AI-native platform with Gemini Intelligence embedded at the operating system level. Rather than opening a separate AI app, Gemini operates across every application on the device, understanding screen context, completing multi-step tasks autonomously, and surfacing relevant information without being asked.
Fall 2026 is the target launch window, and the strategic logic behind the move is clear. Microsoft (NASDAQ: MSFT) moved early with its Copilot+ PC initiative, embedding AI at the hardware level across its Windows ecosystem. The Googlebook is Google’s direct answer, and it comes with one advantage Microsoft cannot easily match: three billion active Android users and native integration across Gmail, Google Drive, Maps, and Google’s full consumer ecosystem.
Android XR Glasses: The Most Ambitious Bet
At Google I/O on May 19, Alphabet revealed two distinct lines of Android XR smart glasses, and the demonstrations drew significant attention from both the technology press and investors. The first is a screen-free assistance model, equipped with cameras, microphones, and speakers, designed for natural conversation with Gemini, photo capture, and real-time help without requiring the user to look at a screen. The second is a display model featuring an in-lens display that overlays navigation, real-time translation captions, and contextual information directly in the user’s field of vision.
Fashion partnerships have been secured with Warby Parker (NYSE: WRBY) and Gentle Monster, two of the world’s most recognized eyewear brands, giving the glasses a consumer credibility that prior attempts at wearable computing notably lacked. The glasses represent Alphabet’s clearest statement that it intends to own not just the software layer of AI, but the physical interface through which users interact with it.
Gemini Intelligence: The Thread That Connects Everything
What ties the Googlebook, the Android XR glasses, and Google’s broader hardware push together is Gemini Intelligence, the agentic AI layer that Google is embedding across every surface it controls. Unlike a chatbot that responds to prompts, Gemini Intelligence is designed to operate proactively, moving between apps, understanding what is on screen, and completing tasks on the user’s behalf. Android Halo, a new feature in Android 17, displays agent activity in the phone’s status bar so users always know what Gemini is doing. The Agents Payment Protocol acts as a sandboxed payment system that constrains what AI agents can spend autonomously.
Google is repositioning Android and its entire consumer hardware ecosystem around the idea that AI should be embedded in the device at the foundation level, not bolted on as an afterthought.
What It Means for the Stock
Alphabet enters this hardware push from a position of genuine strength. Annual revenue of $402.84 billion, net income of $132.17 billion, and a forward P/E of close to 26 remain among the more reasonable valuations in mega-cap technology. Google Cloud is also growing at 63% year over year, with a $460 billion backlog.
The consensus among 54 analysts is a Moderate Buy, with a price target of $413, implying nearly 6% upside from current levels. The next earnings report is due July 22, and any early commentary on Googlebook pre-orders, Android XR developer adoption, or Gemini Intelligence engagement metrics could serve as a meaningful catalyst.
For long-term investors, the hardware push is not a distraction from the core business. It is an extension of it, building the physical interface through which Gemini reaches the next billion users.
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