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 

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Today’s Featured Story

Intel Could Be the Biggest Winner of TSMC’s AI Bottleneck

Written by Jeffrey Neal Johnson. Published 11/20/2025. 

Key Points

• Strategic investments and government support have significantly de-risked Intel’s foundry ambitions, increasing its credibility as a major manufacturer.
• The recent partnership with NVIDIA provides a powerful endorsement of Intel’s technology and strategically positions the company within the core of the AI ecosystem.
• An industry-wide shortage of advanced manufacturing capacity is creating a powerful, market-driven opportunity for Intel to win new foundry customers.

The artificial intelligence (AI) revolution has driven such intense demand for advanced semiconductors that it has created a global manufacturing bottleneck. This is not a story of failure but of overwhelming success: the industry’s leading manufacturer, Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) (TSMC), is operating at peak capacity. The market, however, is growing faster than any single company can scale, producing a high-quality problem across the technology sector.

TSMC’s recent earnings illustrate the pressure. High-Performance Computing (HPC), the segment driven by AI, now accounts for 57% of its revenue, and its most advanced manufacturing processes (7-nanometer nodes and smaller) represent 74% of total sales. That concentration forces major chip designers to confront the risks of a single-source supply chain. For companies with multi-billion-dollar product launches that depend on access to these chips, any delay or disruption can be catastrophic. As a result, supply chain diversification has become a top priority — creating the biggest opening for a competitor in more than a decade, with Intel (NASDAQ: INTC) emerging as the primary candidate to help fill the gap.

Intel’s De-Risked Answer to the Supply Crunch

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In response to this supply crunch, Intel is positioning its foundry business as a viable solution. For years, investors treated the company’s IDM 2.0 strategy — building chips for external customers — with skepticism. Recent developments, however, suggest the plan is moving from aspiration toward a financially de-risked reality.

A major investor concern has been the enormous capital required for Intel’s turnaround. That risk has been substantially reduced by nearly $20 billion in recent capital and strategic support, including funding from the U.S. CHIPS Act, a $2.0 billion investment from SoftBank, and a $5.0 billion investment from NVIDIA (NASDAQ: NVDA). This financial backing gives Intel the stability to pursue its long-term manufacturing expansion — important given that its foundry division reported a $2.3 billion operating loss in its third-quarter 2025 earnings.

The strategy is not only financial; it also rests on tangible technological progress and a geopolitical advantage. Intel’s Fab 52 in Arizona, dedicated to its next-generation Intel 18A process, is now fully operational, offering a U.S.-based alternative to Asia-centric supply chains. The company has already shipped flagship products on this node, such as Panther Lake CPUs, demonstrating the technology’s viability at scale. Potential customers can also adopt Intel’s advanced packaging technologies (EMIB, Foveros) as a gateway into Intel’s manufacturing ecosystem before committing to full wafer contracts.

Why NVIDIA’s Bet on Intel Changes the Game

The collaboration with NVIDIA is a pivotal development for Intel. Beyond the capital infusion, the partnership is a technical and strategic endorsement from a leader in artificial intelligence, signaling confidence in Intel’s long-term roadmap.

The collaboration focuses on integrating Intel’s x86 CPUs with NVIDIA’s accelerated computing platforms using NVIDIA’s NVLink interconnect. In practice, this creates a high-speed data bridge between the two companies’ core technologies, enabling more efficient cooperation in AI data centers. For Intel, the move reinforces the relevance of its CPUs in the AI era and provides a direct pathway into NVIDIA’s dominant hardware and software ecosystem.

For investors, the partnership counters the narrative that Intel is being left behind in the AI race. It signals to other potential foundry customers that the industry’s most important AI player views Intel as a long-term collaborator, reducing perceived risk and making it easier for fabless companies to consider Intel’s manufacturing services with confidence that ecosystem support exists.

From Turnaround Story to Supply Chain Solution

The evolving landscape presents a compelling opportunity for investors. While much attention has focused on Intel’s internal challenges, a structural shortage of leading-edge manufacturing capacity is reshaping the competitive environment in Intel’s favor. The valuation gap is striking: Intel’s market capitalization of roughly $168 billion is a fraction of TSMC’s $1.46 trillion. With a price-to-sales ratio near 3, Intel trades at a substantial discount to TSMC’s ratio of over 10 — highlighting potential upside for Intel’s stock if its foundry business gains traction.

Securing a single, high-volume customer for the 18A node would be transformative, validating IDM 2.0 and creating a clearer path to profitability for the foundry division. The prevailing Reduce rating from the analyst consensus seems to reflect skepticism rooted in past performance, which may create an opportunity for investors who recognize forward-looking catalysts that aren’t yet reflected in the stock price.

Investors should monitor a few key signposts that would indicate Intel’s strategy is succeeding:

• A public announcement of a major, high-volume foundry customer for the Intel 18A process.
• Positive updates on 18A manufacturing yields and performance metrics in upcoming earnings calls.
• Further strategic partnerships that leverage Intel’s growing U.S.-based manufacturing footprint.

TSMC’s dominance is not immediately imperiled, but the market dynamics are shifting. The industry needs more capacity, and Intel is positioning itself as a well-funded, strategically located solution.

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