My name is Porter Stansberry. And I’ve sounded the alarm for months now… I’ve
consistently warned that equities, especially those of the big tech companies,
are grossly overvalued, saying: Unless you know for certain that you can hold
your investments, without fail, for the next decade at least, it’s time to sell…



<[link removed]>



Сⅼіϲkhеrе and I'll reveal the shocking details. <[link removed]>



My name is Porter Stansberry.

And I’ve sounded the alarm for months now…

I’ve consistently warned that equities, especially those of the big tech
companies, are grossly overvalued, saying:
“Unless you know for certain that you can hold your investments, without
fail, for the next decade at least, it’s time to sell… many of today’s top tech
stocks will develop incredible products and grow revenue and profits
substantially into the future.

But… the cheapest of these high-quality businesses is trading at 25 years’
worth of profits.

Most of this success has already been ‘priced in.’

I’m not saying stocks are going to crash tomorrow. But I think it’s very
foolish to believe that stocks, on average, are likely to do well over the next
decade.”
While I’ve never claimed to know exactly what would crash the market, I
subscribe to Buffett’s adage that“a pin lies in wait for every bubble,” and for
months now, there have been many pins lying in wait:

Higher-for-longer interest rates, far stickier than expected inflation,
weakening consumers, bankruptcies rising, geopolitical tensions, the looming
threats of tariffs…

The list goes on.

But a potential new pin has blindsided Wall Street.

As the news of DeepSeek’s new AI model dropped, the futures of almost every
major chip manufacturer and AI stock saw a sharp sell-off:

* Arm, $ARM: -5.5%
* Nvidia, $NVDA: -5.3%
* Broadcom, $AVGO: -4.9%
* Super Micro, $SMCI: -4.6%
* Taiwan Semi, $TSM: -4.5%
* Micron, $MU: -4.3%
* Qualcomm, $QCOM: -2.8%
* AMD, $AMD: -2.5%
* Intel, $INTC: -2.0% Markets are now on track to wipe out over $1 trillion
in value as investors are forced to recalibrate their assumptions around
artificial intelligence.

If you missed the story, DeepSeek is a Chinese startup that competes directly
with OpenAI (ChatCPT) and other American AI companies.

And at a time when the U.S. government and Wall Street is dumping hundreds of
billions into AI development… DeepSeek shatteredall their assumptions around
the costs, resources, and requirements needed to train these models.

You see, while OpenAI has raised more than $17.9 billion in funding since
inception… DeepSeek built their model for just $10 million… with a team of just
200… and with chips that are far less advanced than those used by U.S. firms.

This wasn’t meant to be possible…

It’s like the guy who brought a knife to a gun fight actually winning.

And Wall Street is spooked because as Fred Hickey, the editor of The
High-Tech Strategist warns:
“DeepSeek has the potential to disrupt current leaders in the Generative
AI/search space.

Obsolescence is a regular occurrence in the tech sector – the list of faded
but once seemingly omnipotent tech star companies is long.

During tech bubbles, investors tend to forget about the risks and grossly
overpay for the stocks – as they have today. Hard lessons typically follow.”
While it’s far too early to tell what the long-term impact of DeepSeek will
be on the artificial intelligence market and valuations of U.S. tech stocks,
investors are running around like headless chickens this morning.

At Porter & Co., we’re not worried though.

Not only did we recently exit a number of our tech and AI recommendations
(for a significant profit) due to our concerns around valuations… but we’ve
also identified a far bigger story
<[link removed]>
.

It’s the story that underpins all the technological advancements we’ve seen
over the last several years… yet you’ve likely never heard of it before.

That’s because everyone has been too distracted by the mania around AI, the
blockchain, and Bitcoin to connect the dots on what’sreally happening.

Here’s what you need to know though: behind all of the hype of AI, ChatGPT,
and large language models… there is a far more important story unfolding, one
that could make early investors a fortune.

However, outside of the labs in the world’s most prestigious universities and
tech companies, almost nobody knows what’s going on.

But those who do, those who can see the writing on the wall, they’re investing
billions of dollars, as they know this could potentially transform everything.

The story revolves around a new technology
<[link removed]>
that is the cornerstone all our recent innovations have been built on… and
that the future could be built upon too.

Every technological advancement we have seen over the last several years
relies on this new cornerstone technology:

OpenAI’s ChatGPT… Tesla’s self-driving cars… Boston Dynamics robots…
Zuckerberg’s Metaverse… AstraZeneca’s accelerated drug discovery… without this
technology, none of this would have been possible.

But all of this is only a taste of what’s coming… Healthcare, biotech,
automotive, AI, manufacturing, cybersecurity, banking, construction, and
finance… almost every sector of the economy is adopting this technology.

And I want to show you how to navigate this new era
<[link removed]>
.

Because while the future of this new technology is written in stone… the road
ahead is bumpy and paved with hazards.

And in a mirror of every big tech revolution… whether it was the railroads in
the 1800s or the dot-com boom in the late 90s…although investing in the
underlying trend was theright thing to do…

If you owned the wrong companies – or bought the right companies at the wrong
time – you would have been wiped out.

That’s why, in my new presentation, I’ll name the companies you need to know
about – both the ones to own and the ones to avoid.

And no, you won’t have to become one of my customers to take advantage of
this.I’ll lay it all out for you right here.
<[link removed]>
So whether you are enriched or impoverished during this new era, it all comes
down to what you do today.

I hope you take the time to watch my exposé.

It could be the most important financial decision you make.

Just click here when you’re ready
<[link removed]>
.

Good investing,

Porter Stansberry

If you no longer wish to receive this offer, please click here
<[link removed]>
to unsubscribe.


 


Today's Market Update For You
Vietnam's FTSE Reclassification From Frontier to Secondary Emerging Market
Takes Effect September21 — Ending an Eight-Year Watchlist Process — With $1.5
Billion in Initial Passive Inflows and Up to $6 Billion in Total Potential
Capital as the Saudi 2019 Precedent Suggests the Active Fund Repricing Has Only
Started
FTSE Russell confirmed on April 7, 2026 that Vietnam would be reclassified
from frontier market to secondary emerging market status within the FTSE Global
Equity Index Series, effective September21, 2026, ending an eight-year
watchlist period that began in 2018. The upgrade was conditioned on Vietnam's
implementation of a global broker model that eliminated the full pre-funding
requirement for foreign equity trades — the final structural impediment that
had blocked the reclassification through multiple prior review cycles.
Approximately$18 trillion in assets are benchmarked to FTSE Russell indices;
when Vietnam enters the FTSE Emerging Index at an estimated weight of0.22%,
passive funds tracking that index must purchase Vietnamese equities in
proportion to that weight regardless of their managers' views on individual
securities. MBS Securities estimated that passive inflows from FTSE-tracking
ETFs will reach approximately$1.5 billion during the September rebalancing —
the first of four tranches scheduled through September2027 — with total
potential inflows up to$6 billion when active fund repositioning is included.
Approximately30 Vietnamese stocks are expected to enter the global index
basket, led by Vingroup (VIC), which is forecast to receive the largest single
inflow of approximately$46.4 million during the September rebalancing.

The historical precedent that gives the inflow estimate its fuller scope is
Saudi Arabia's 2019 FTSE inclusion. Saudi Arabia entered the FTSE Emerging
Index at a significantly larger initial weight than Vietnam's projected0.22%,
but the pattern of capital movement that followed — foreign ownership of Saudi
equities quadrupling from$23 billion at year-end 2018 to $97.5 billion by Q3
2023 — illustrates that index inclusion is not a point event but a multi-year
capital migration. Active emerging market funds, which track indices as a
benchmark rather than a rule, had been structurally underweight Vietnam when it
sat in the frontier tier — because frontier-market exposure is not part of most
emerging market mandates, even on an active basis. The reclassification creates
an active fund positioning obligation that is independent of the passive
mechanics: any active EM fund that was not already holding Vietnamese equities
must now choose between underweighting the benchmark or initiating positions,
and that decision process across hundreds of EM funds produces the inflow tail
that extends well beyond the mechanical ETF rebalancing.
Vietnam FTSE Upgrade — Key Parameters


Effective Date / Index WeightSep 21 / 0.22%FTSE Emerging Index weight; 0.34%
in FTSE Emerging All Cap; 4-tranche inclusion over 12 months
September Tranche / Total Potential$1.5B / $6BSep 2026: 10% of full weight;
Mar '27: 30%; Jun '27: 65%; Sep '27: 100% full inclusion

Watchlist Duration8 years (2018–2026)Final condition: global broker model
eliminating full pre-funding for foreign equity trades
Saudi Arabia 2019 PrecedentForeign ownership 4× in 5 yrs$23B at year-end 2018
→ $97.5B by Q3 2023; active fund repositioning drove the multi-year tail
Why Index Inclusion Is a Multi-Year Event, Not a Point-in-Time Trade

Passive Mechanics (Near-Term, Knowable) Active Fund Dynamics (Multi-Year,
Larger)

FTSE-tracking ETFs must buy at the rebalancing — rules-based, non-discretionary
Active EM funds benchmarked to FTSE Emerging must now choose to hold or accept
tracking error
$1.5B in September inflows — 10% of full weight; three more tranches through
Sep 2027Funds that were frontier-underweight must initiate positions across
months, not in one session
Concentrated in ~30 large-cap stocks; Vingroup, Vinhomes, Masan, SHB, SSI lead
estimatesMSCI EM upgrade (2028 target) would add a second, larger passive wave
and reset the thesis again
$6B total potential — largely passive; Saudi showed active flows can multiply
that base 5–10×Vietnam's market liquidity constraints mean absorbing $6B+ over
12 months requires orderly conditions — a risk factor the phased inclusion was
designed to manage
Index inclusion creates a structural buy mandate — the passive mechanics are
the floor, not the ceiling, of the capital flows that follow reclassification.
The four-tranche phased inclusion schedule — September 2026 at 10%, March 2027
at30%, June 2027 at 65%, September 2027 at 100% — was designed to allow
Vietnam's market infrastructure time to absorb the capital inflows without
creating the price dislocation that simultaneous full inclusion would produce
in a market whose daily turnover in the largest names remains materially below
global emerging market peers. For investors, the phased structure creates an
unusual characteristic: the biggest inflows are not in September but in the
subsequent three tranches, giving early positioning the longest runway to
benefit from the mechanical buying. The analogy to Saudi Arabia also extends to
what follows index inclusion: when MSCI reclassified Saudi Arabia in 2019, the
combination of FTSE and MSCI inclusion created a compounding structural bid
that sustained foreign ownership growth for years. Vietnam's MSCI EM upgrade
has a working target of2028 — meaning the FTSE upgrade this month opens the
first chapter of a capital reallocation story that may have several more
chapters ahead.

Sources: Vietnam Briefing · Vietnam News · Viettonkin Consulting · The Vietnam
Yield · Funds Global Asia

 


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