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:

1. Arm, $ARM: -5.5%
2. Nvidia, $NVDA: -5.3%
3. Broadcom, $AVGO: -4.9%
4. Super Micro, $SMCI: -4.6%
5. Taiwan Semi, $TSM: -4.5%
6. Micron, $MU: -4.3%
7. Qualcomm, $QCOM: -2.8%
8. AMD, $AMD: -2.5%
9. 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 shattered all 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.

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’s really 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 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.

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 the right 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. 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.

Good investing,

Porter Stansberry