RJ Hamster
Market’s circling a black hole
You’ve seen this movie…
A spaceship drifts too close to a black hole. Light bends. Time warps. Weird things happen. Then it crosses the event horizon (the point of no return)… and vanishes.
That’s where I believe we are in this bull market, right now.
16 years of easy money, insane gains and tech billionaires richer than God have created a gaping black hole of risk.
Now we’re past the safe zone, approaching the event horizon… the last wild rush before the immutable laws of the universe rip the whole thing apart. Don’t just take my word for it.
MarketWatch says the rally’s “moving more toward melt-up mode.”
Contrarian macrostrategist David Hunter believes the S&P could be headed for a parabolic 8000, before a brutal 80% drop.
Even Ray Dalio (a man who’s tracked 500 years of debt cycles) warns the U.S. is heading into “very, very dark times.”
Is your portfolio equipped to survive such a wild ride?
Honestly, probably not. There’s a good chance you’ll get dragged into the abyss, just like millions of others.
And don’t look to Washington to ride to your rescue. It’s too late for that. We were promised a big fix, but it never arrived.
Instead, the debts are bigger, the deficit is fatter, and core inflation is ever higher.
This market’s like a house with fresh paint and termites chewing through the foundations… it looks strong from the street with stocks at all-time highs, but beneath the surface it’s been hollowed out.
Analyst Michael Lebowitz sees “striking similarities to the dot-com melt-up of 1999” and so do I.
Back then, rate cuts acted like fuel on an already raging fire… predictably, the market got too hot and flamed out:

It’s happening all over again. President Trump and Scott Bessent have pressured the Fed into cutting rates, with more to come.
But history tells us that by the time desperate cuts arrive, the damage is already done. The bubble is too big. Too unstoppable. And the outcome, in my view, is inevitable.
I don’t say that as a casual observer.
For nearly 30 years I’ve built a career helping regular investors prepare for dramatic shifts in the financial system… calling Fannie and Freddie’s implosion, America’s lost AAA credit rating and the Covid inflation shock long before the headlines.
And now, I’m doing everything I can to prepare you for the coming breaking point. Most folks will be left holding the bag, loaded up on the wrong stocks at the wrong time.
That doesn’t have to be your story.
In this recent broadcast, I’ll show you:
- Why the most dangerous flaw in America’s financial system has reached a point of no return
- How Trump’s recent actions are accelerating the coming crisis
- And what I believe you must do now to avoid the worst of it – and potentially even profit from the shift
I also name three investments you can make today… assets that could see a huge influx of capital when this situation escalates.
This might be your final chance to prepare before we cross the event horizon.
Let me show you exactly what to do.
Good investing,
Porter Stansberry
Exclusive Article from MarketBeat.com
Analog Devices Moves Higher as Super-Cycle Gains Momentum
By Thomas Hughes. Date Posted: 11/26/2025.
Key Points
- Analog Devices’ Q4 results reveal that the industrial semiconductor supercycle has gained momentum.
- Guidance for Q1 was better than expected and a near-term breakout could be approaching.
- Analysts are leading the market to new highs, which may be reached in early 2026.
Analog Devices (NASDAQ: ADI) is well-positioned for 2026 and is likely to reach new all-time highs this year. The fiscal Q4 and year-end results for 2025 beat expectations, showing that a supercycle in industrial semiconductors is gaining momentum.
The key takeaway: growth is accelerating, driven by strength across all semiconductor end markets, which should remain solid in the near term. Inventories have normalized, and rising demand should support pricing, revenue growth, and earnings quality for this cash flow and capital return machine.
Capital Returns Strengthen the Long-Term Outlook
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Capital returns are central to Analog Devices’ stock outlook. The company pays dividends, increases its payout annually, and repurchases shares. The dividend yield was just over 1.6% as of late 2025; while modest, it has grown at roughly a 10% compound annual rate.
The payout ratio is about 50% of current-year earnings, with earnings expected to grow at a solid double-digit pace over the next five to seven years. Buybacks are also accretive: they reduced share count by roughly 1% in Q4 and are expected to continue in the coming years.
Analog Devices Posts Beat-and-Raise Quarter With Strength in All End Markets
Analog Devices delivered a strong quarter, reporting revenue of $3.08 billion, up 26.2% year-over-year (YOY), with growth accelerating from the prior quarter. The gains were broad-based: Industrial grew 34%, Communications rose 37%, Automotive increased 19%, and Consumer markets advanced 7%.
Importantly, higher revenue translated into meaningful operating leverage. Fixed-cost absorption improved and operational efficiency increased, producing a 190-basis-point expansion in adjusted gross margin and a 240-basis-point rise in operating margin.
Adjusted earnings per share were $2.26, up 35% YOY, and management’s outlook suggests that momentum should continue.
Analog Devices’ initial guidance for fiscal Q1 2026 supports the bullish case. The company forecasted $3.1 billion in revenue—a modest sequential improvement and further YOY acceleration. Management’s revenue and earnings outlook are several hundred basis points above analyst consensus, and may be conservative given the building momentum.
Analysts Cheer Analog Devices Q4 Results and Guidance
After the guidance release, several analysts published positive commentary, reinforcing the stock’s outlook. The consensus rating is a Moderate Buy, with roughly 12% upside implied and a bullish tilt in the analyst data. Of 29 analysts covering ADI, 21 (72%) rate it a Buy, and price target revisions have trended higher. The most bullish target is near $310, which could prove conservative if current trends persist.
The stock also reacted positively, rising about 5% in early trading. The move confirmed support at the 30-day exponential moving average (EMA), signaled trend-following momentum, and puts the market in position to test new highs within days or weeks. A breakout above the recent consolidation around $250 could trigger a rapid $40 to $60 advance from that level.
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