Editor’s Note: This might be the most important investing broadcast of the year. Legendary forecaster Porter Stansberry and Jeff Brown expose one of the most important and consequential financial stories in America today. 

They say it’s a coordinated, government-backed mobilization that’s funneling trillions of dollars into a tiny handful of companies. For more details, click here. Or read on below to hear from Porter himself…

You won’t want to accept this.

You’ll reject it. Call me crazy for suggesting it. 

I don’t care. I’m used to it. That’s what they called me 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.  

However, 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. 

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

P.S. This is already underway. Money is rapidly moving. And we believe several popular stocks could be decimated by it. Don’t wait to be engulfed by it – prepare now. Go here.

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This Month’s Featured Story

The Memory Supercycle Is Here—2 Winners From 1 Breakup

Author: Jeffrey Neal Johnson. Posted: 2/4/2026. 

Summary

• SanDisk is experiencing explosive growth driven by the need for high-speed drives that save the progress of artificial intelligence models during training.
• Western Digital is securing its position as a pillar of stability by returning capital to shareholders while providing the data lakes needed for storage.
• A shortage of manufacturing capacity for standard memory chips has created a favorable supply environment, supporting durable pricing power for the industry.

While the broader market has spent years fixated on the processors that allow artificial intelligence (AI) to think, a massive rotation is underway into the hardware that gives AI a memory. About one year ago, Western Digital (NASDAQ: WDC) spun off its flash memory business to create SanDisk (NASDAQ: SNDK) as a standalone company. The market response has been historic.

SanDisk has surged roughly 1,500% since listing in early 2025, including a 140% gain in the past 30 days. As of Feb. 3, 2026, SanDisk stock is trading near all-time highs around $665. Its former parent, Western Digital, has also seen strong gains, rising about 350% over the last year to trade in the $280–$290 range.

Buffett’s Parting Gift to Berkshire Hathaway? (Ad)

The biggest tech investors have unloaded their top AI investments. Peter Thiel’s fund dumped its entire $100 million Nvidia stake. SoftBank unloaded its entire $5.8 billion position. Perhaps the biggest signal is Berkshire Hathaway sitting on $382 billion in cash, more than Amazon, Microsoft, and Apple combined. Was this Warren Buffett’s parting gift before stepping down? Four unstoppable market forces could upend the economy in the coming weeks. Any one could be devastating alone, but four at the same time would wreak havoc. The last time this played out was over 50 years ago, leading to a lost decade for stocks.Watch the interview revealing these four market forces.

That divergence signals the arrival of a memory supercycle. AI infrastructure has bifurcated the storage market into two critical lanes: extreme speed and massive capacity. The SanDisk–Western Digital breakup unlocked value by letting each company specialize, creating two distinct investment profiles.

SanDisk: The Vertical Growth Engine

SanDisk now trades as a high-octane proxy for AI processing speed. The company’s recent results suggest this rally is driven by fundamentals rather than pure speculation. In its Jan. 29, 2026 earnings report, SanDisk posted numbers that surprised the Street:

• Revenue: $3.03 billion, up 61% year-over-year.
• Earnings per share (EPS): $6.20, beating Wall Street estimates by nearly $3 per share.
• Gross margins: Expanded to 51.1%, up from 29.9% in the prior quarter.

The primary catalyst, however, is forward guidance. Management projects that EPS for the next quarter will double sequentially to $12–$14. That outlook implies the price-to-earnings ratio is compressing relative to expected earnings growth, making the stock arguably cheaper on a forward basis.

The underlying technical driver is AI checkpointing. When massive models are trained, they must regularly save progress to avoid catastrophic loss of work and huge wasted compute costs. Data centers use SanDisk’s enterprise solid-state drives (SSDs) to write these checkpoints quickly and reliably — a demand that is effectively inelastic for customers that cannot afford to lose training progress.

As a result, SanDisk is forecasting gross margins of 65%–67% next quarter, reflecting substantial pricing power.

Wall Street has moved quickly to update forecasts. After the report, UBS set a $1,000 price target, Cantor Fitzgerald raised its target to $800, and both Barclays and Citigroup boosted theirs to $750. Those upward revisions — along with others — indicate the market had been underestimating demand for storage that combines speed with scale.

Western Digital: The Value Fortress

While SanDisk chases rapid growth, Western Digital has positioned itself as a fortress of stability and capital return. The company focuses on cold storage — the massive repositories where raw data accumulates before it is processed.

On Feb. 3, 2026, Western Digital’s board authorized an additional $4 billion in share repurchases, signaling management’s view that the stock still offers value.

Western Digital reported $3.02 billion in revenue for fiscal Q2, a 25% year-over-year increase. Unlike the volatile flash segment, the hard disk drive (HDD) market provides durability: AI training datasets consist of petabytes of video, text and images that are expensive to store on flash, so they often sit in data lakes built on high-capacity HDDs.

Key elements of the Western Digital thesis include:

• The 100TB roadmap: WDC has outlined a path to 100-terabyte drives, which are important for hyperscalers.
• UltraSMR adoption: New UltraSMR drives, including current 32TB and upcoming 40TB models, now account for over 50% of shipments, supporting margin expansion.
• Long-term agreements: The company has secured purchase commitments with key customers that extend through 2028.

For income-focused investors, Western Digital offers a yield narrative, combining the $4 billion buyback authorization with a quarterly cash dividend of $0.125 per share.

The Wafer Wars & a Zero-Sum Supply Chain

Some investors worry that rapid price increases in memory will spark overcapacity and a price collapse. This cycle looks different because manufacturing capacity is effectively zero-sum. Semiconductor fabs are prioritizing High Bandwidth Memory (HBM), which is physically stacked onto AI accelerators.

Because fabs have a fixed number of silicon wafers they can process each month, the shift toward HBM reduces available wafer capacity for standard flash memory and storage controllers. That physical constraint creates a supply floor: manufacturers cannot immediately flood the market because raw materials and fab time are being allocated elsewhere. That imbalance supports a more durable pricing environment for both SanDisk and Western Digital.

SanDisk has moved to shore up its supply chain. The company recently extended its joint venture with Kioxia through 2034, securing wafer supply for the next decade and reducing a key operational risk.

SanDisk is also developing a new architecture it calls High Bandwidth Flash (HBF). Unlike traditional storage, HBF places flash closer to the processor and could handle inference tasks that were previously the domain of much more expensive DRAM. If successful, HBF would expand SanDisk’s addressable market and help justify a premium valuation.

The Storage Supercycle: Sprinters and Marathon Runners

The AI trade has evolved beyond logic chips; it’s now about the gravity of data. The SanDisk spin-off from Western Digital appears to have been a strategic win, creating two distinct companies with complementary roles.

SanDisk offers high-beta exposure to the immediate, speed-driven needs of AI processing. Its shares are volatile, but earnings are accelerating in a way that supports the valuation. Western Digital offers a lower-volatility, income-oriented profile: steady capital returns via buybacks and dividends and exposure to the long-term growth of data storage. In 2026, investors may want exposure to both the sprinter (SanDisk) and the marathon runner (Western Digital).

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