“In politics, nothing happens by accident. If it happens, you can bet it was planned that way.” -Franklin D Roosevelt.

Over the past year, the Trump administration has executed a series of moves that – taken in isolation – look reckless, if not downright crazy.

Threatening to invade Greenland. Planning to annex Canada. Striking Venezuela. Seizing Russian oil tankers in international waters. Signing a relentless torrent of executive orders. Bombing Tehran.

The financial press has covered each event as if it exists in a vacuum.

They are wrong.

Every single one of these strange moves is closely connected.

And flows from a single, coordinated strategy – a 29-page National Security Strategy document published by the White House, laying out what we’re calling the “Donroe Doctrine”.

Trump's corollary to the original Monroe Doctrine of 1823.

The Monroe Doctrine was simple: keep European powers out of the Western Hemisphere. It defined America's sphere of influence for nearly two centuries.

The Donroe Doctrine updates that mission for the 21st century. Its target is not European colonialism – it is China.

And it changes everything about how you invest your money from here on out.

The Grand Plan

While America spent the last two decades bogged down nation-building in Iraq and Afghanistan, fighting the war on drugs, the war on terror, and mired in identity politics…

China was executing a quiet, methodical strategy of its own.

It poured more than $100 billion into Venezuela alone – building energy infrastructure, locking up oil exports, and establishing a critical nexus of influence stretching from Caracas to Tehran to Moscow.

It quietly cornered 70% of the world's rare earth mining and 90% of global processing – the critical materials without which no AI chip gets made, no GPU runs, no data center operates.

It built alternative financial systems specifically designed to weaken the U.S. dollar – settling oil transactions in yuan and gold, eroding the petrodollar's grip one transaction at a time.

While we were distracted, China was building an empire.

The Donroe Doctrine is America's response.

Not a diplomatic response or a policy response – a wartime response.

This Is What Mobilization Looks Like

I've spent 30 years studying how capital migrates from one side of the market to the other.

But this is unlike anything I’ve seen in my career.

In fact, the only time America has mobilized public and private money like this is during the throes of World War II – when freedom and democracy itself was at stake.

Think about what FDR did in 1941.

He drafted General Motors to build Sherman tanks. He conscripted Boeing to produce bombers. He mobilized General Electric, Caterpillar, Ford – the entire industrial complex of America – in service of a single national objective.

Private capital and public power moved in lockstep. Trillions of dollars (in today's terms) were channelled into a concentrated set of companies critical to the war effort.

And the investors who understood where that capital was flowing made fortunes that lasted generations.

Trump is running the same play.

Except this time, the battlefield isn't Europe. The weapons aren't tanks and bombers. And the critical resources aren't steel and rubber.

They are the physical foundations of artificial intelligence.

The energy to power it, the minerals to build it, the chips to run it and the infrastructure to scale it.

And the mobilization is already underway – at a scale that dwarfs anything FDR attempted.

Meta, Google, Amazon, and Microsoft committed more than $400 billion in 2025 toward data center construction, with that figure expected to hit $650 billion in 2026.

Apple is spending $500 billion – more than the entire GDP of Norway – to fast-track AI development on American soil.

The UAE has committed $1.4 trillion. Nvidia another $500 billion.

Threatened with 100% tariffs, Taiwan Semiconductor Manufacturing is relocating 40% of its chip supply chain to Arizona.

And for the first time in our history, the U.S. government is buying direct stakes in mission critical companies at the frontier of this war for control of the AI supply chain.

Trump has signed executive orders opening 625 million acres for offshore drilling, fast-tracking mining permits from years to days, and reopening retired coal and nuclear plants to meet the colossal energy demands of AI infrastructure.

I don’t necessarily like the way the President is going about his business. In my view, this level of command and control has the whiff of socialism about it.

But I learned long ago that the most dangerous (and costly) position to hold in the market is a moral one.

As investors, we have been given a map… a map telling us where trillions of dollars in urgent and mission-critical capital is headed.

All we have to do is follow it.

Where The Capital Is Flowing

History is unambiguous on what happens when a nation mobilizes like this.

During the First World War, U.S. Steel, General Motors, and Bethlehem Steel made fortunes for their shareholders.

During the Second World War, it was Lockheed, Ford, and Caterpillar.

During the Cold War, Northrop, Raytheon, General Dynamics, and Boeing.

In every case, the pattern was identical. Wartime capital flows fast. It concentrates into a narrow set of companies critical to the national objective.

And the investors who understood where it was going (before the rest of the market caught on) were the ones who built generational wealth.

That same pattern is playing out right now.

As money has flooded into the AI supply chain, the companies sitting at the chokepoints of America's colossal mobilization are already surging.

Stocks like Vertiv (+500% since 2024), GE Vernova (+700% since 2024), Arista Networks (+750% since 2021), and Taseko Mines (+370%since 2024) to name just a few.

And a critical event this December could accelerate everything. When world leaders gather in Miami for the G20 summit (at Trump's own resort) I believe the full scale of what he’s been building will become impossible to ignore.

Not just the AI mobilization.

Because the Donroe Doctrine isn't just a geopolitical strategy or an industrial initiative.

It is a historic monetary event.

Trump’s New Dollar

My new research tells me Trump's initiative will impact every aspect of your financial life – from your stock portfolio to your retirement account to your savings.

That extends, I can tell you now, to the dollar in your pocket.

Because buried within Trump's grand plan is something that will send shockwaves through American life:

A complete replacement of the U.S. dollar as we know it.

A new monetary order – already signed and sealed in the backrooms of the State Department – that will divide America into two groups:

Those who understand what’s happening to their money. And those who don't.

I've spent months making sure you end up on the right side.

By identifying one key investment you can make today to give you immediate exposure to what’s unfolding…

And uncovering five companies critical to Trump’s unstoppable drive to dominate the AI supply chain – and reset the dollar in the process.

Go here for the full story.

Good investing,

Porter Stansberry