An unstoppable force is quietly reshaping America.
A force you can feel weighing on you… but can’t quite explain.
I know you feel it because I feel it too… and so does every American I’ve spoken with: rich or poor, left-wing or right-wing, young or old. It’s a dark cloud hanging over the nation.
Ever since I first felt this strange phenomenon, I’ve devoted nearly every waking hour to understanding it.
What my investigation has unearthed is something I have never seen covered by any publication or media outlet… and that deeply concerns me.
Because after years of pulling on this thread, I’ve come to realize it is not random. It’s not just in our heads. It’s a very real, immensely powerful force.
One that often lies dormant for centuries… but when it’s triggered, it always unleashes a seismic chain reaction that changes everything.
For the good… and for the bad. Now, maybe you suspect this has something to do with our toxic politics, ever-widening wealth gap, or the culture war consuming the country…
But those are just symptoms.
Surface-level manifestations of a far deeper, far more dangerous force… one that’s secretly been building for years.
A force two Nobel Prize winners warn will divide America, permanently.
And that I believe is going to happen far faster than anyone imagines, with one of the world’s leading evolutionary biologists warning:
“The scale and speed [of this displacement] is going
to result in [an] unprecedented catastrophe.”
That’s not a prediction. It’s happening right now.
And mark my words: you and I have never seen anything like this before: the dot-com collapse, global financial crisis, COVID-19 pandemic… nothing we’ve seen in our lifetime holds a candle to what’s coming next.
My research reveals that events of this magnitude have only happened four times across the vast expanse of human history… and each one defined an entirely new epoch.
They’ve toppled and raised empires… started and ended wars… usurped kings... reshaped political systems… and lifted millions from poverty while condemning millions more to the poor house.
As historian Neil Postman explains it, these moments are “both a burden and a blessing – not either-or but this and that.”
Now, we’re living through another one.
And as you’ll see, I – and many of the world’s leading experts – believe this could be The Final Displacement.
A turning point that the former CEO of Google says is:
“The most important thing that’s going to happen in about 500 years – maybe 1,000 years of human society – and it’s happening in our lifetime.”
As it unfolds, it threatens to upend every aspect of our daily lives from how we work, how we provide for loved ones to how we save and invest for the future.
Yet nobody is fully warning you of what’s coming.
Until now.
In my new documentary, I lay everything out for you.
And it’s critical that you pay close attention because as you’ll see, I believe we are about to be plunged into a period of dramatic, almost unimaginable change.
Politicians, companies, and economies will rise and fall, the most sacred of our social contracts will be rewritten, and our ways of life that’ve stood for generations will be swept away in the blink of an eye.
And, of course, throughout it all…
Vast fortunes will be made and lost.
I’m talking about a generational transfer of wealth… the type that can either enrich you or impoverish you, based on the decisions you make in the days and weeks ahead.
Because history shows us that while these societal shifts always lead to catastrophic losses for those who refuse to prepare…
… they also unleash unprecedented wealth building potential for those who understand, and harness, the forces at work.
I want to make sure you’re on the winning side.
Watch my new documentary, The Final Displacement, now.
➡ Click here to stream it at no cost.
Good investing,
Porter Stansberry
Broadcom's VMware Push Takes Aim at Microsoft, Google, & Amazon
Written by Leo Miller. Published 10/6/2025.
Key Points
- Broadcom is renowned for its AI-chip segment, but its software business is no slouch.
- Broadcom's CEO says its latest VMware update gives enterprises an alternative to cloud computing giants.
- There are already rumblings of companies moving from public to private clouds, positioning Broadcom for upside that many are not considering.
When it comes to semiconductor giant Broadcom (NASDAQ: AVGO), investors and markets are overwhelmingly focused on its custom artificial intelligence (AI) chips — and with good reason. AI has dominated markets for several years and is the main driver behind Broadcom's soaring share price.
Still, Broadcom is far from a one-trick pony. It has multiple avenues to add shareholder value, including a thriving infrastructure software segment that saw revenue grow 25% in fiscal Q2 and 17% in fiscal Q3.
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Activate your free Premium Alerts now to start getting real signals instantlyAnchored by VMware, Broadcom's software business aims to take on some of the biggest tech companies. Below we break down how Broadcom is positioning VMware as a credible alternative to cloud service providers (CSPs) such as Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), and Amazon.com (NASDAQ: AMZN). This is an angle many investors may be overlooking, and it could provide meaningful long-term upside for AVGO shares.
How Broadcom Can Benefit From a Private Cloud Shift
Over the last 12 months, the three CSPs above generated a combined $270 billion in revenue. Enterprises rely on their clouds to run essential workloads, with public cloud services accounting for the bulk of that revenue. Public cloud means running workloads on data center infrastructure owned and operated by those providers. The alternative is a private cloud, where a business owns and manages its own data center infrastructure. A hybrid cloud strategy mixes both approaches.
Through VMware, Broadcom is trying to make private clouds more attractive and easier to operate. If successful, Broadcom could capture a larger slice of the massive cloud market. To put that opportunity in perspective: Broadcom's trailing 12‑month revenue is roughly $60 billion — only a small fraction of total cloud spending. Even taking a modest share of that market could materially accelerate Broadcom's growth and benefit shareholders. Here's how Broadcom hopes to do it.
VCF 9.0: Broadcom's Key to Private Cloud Adoption
Broadcom's VMware software helps enterprises manage cloud resources across private, hybrid, and public environments. Its latest update, VCF 9.0, aims to make private cloud management far more unified and streamlined — essentially making private clouds as easy to operate as public ones.
On Broadcom's fiscal Q3 earnings call, Chief Executive Officer Hock Tan said VCF 9.0 "provides the real alternative to public cloud." Tan argues private cloud now can outperform public cloud on security, cost management, and control.
One major pain point for enterprises is rising and unpredictable public cloud costs. A CloudZero study of 1,000 professionals using Microsoft, Alphabet, or Amazon as their primary cloud provider found most respondents believe their cloud costs are too high. Nearly 90% said a lack of cloud cost visibility prevents them from performing their jobs effectively. Part of the problem is the "hidden costs" CSPs can charge.
Moving workloads out of the public cloud and onto private infrastructure is one way companies can regain control over costs and visibility. That said, adopting private cloud often requires upfront investments in hardware and operations, which can slow migration. Still, adoption trends are moving in VMware's favor.
A 2024 Barclays study found 83% of enterprise chief information officers plan to move at least some workloads from public to private clouds — up from 43% in 2020. And 65% of enterprises building AI models prefer to do so on private or hybrid clouds. Those trends suggest companies see tangible benefits in private environments, creating a sizeable opportunity for VMware.
With AI Chips Taking the Spotlight, VMware Adds Upside
If a meaningful shift toward private clouds occurs, Broadcom stands to gain significant advantages beyond its AI-chip business. VMware's positioning as a practical, enterprise-ready alternative to public cloud providers could become an underappreciated growth driver for Broadcom.
Given the market's heavy focus on Broadcom's AI chips, VMware's potential contribution may be overlooked by many investors. That makes VMware another reason to consider the long-term bullish case for AVGO stock.
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