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
3 Stocks to Buy for the Evolution of AI Infrastructure
Reported by Chris Markoch. Posted: 11/28/2025.
Key Points
- AI infrastructure demand is accelerating, creating long-term opportunities for companies that provide power, cooling, and compute capacity for data centers.
- Applied Digital, IREN, and Vertiv each offer unique advantages such as speed-to-deploy data centers, vertically integrated renewable power, and advanced liquid-cooling systems.
- Despite recent volatility, analysts remain bullish on all three companies, as hyperscalers sign major AI cloud contracts and invest heavily in next-generation data center capacity.
The evolution of artificial intelligence (AI) is tied to physical infrastructure. Every breakthrough in AI models, training speeds, and inference workloads requires massive amounts of power, cooling, and compute capacity.
That's why some of the most compelling technology stocks in the next phase of the AI boom aren't traditional "AI stocks" at all, but companies building and supplying the next-generation data-center ecosystem.
Forget Amazon's 1997 IPO… This Could Be 287 Times Bigger (Ad)
Elon Musk's Starlink project is generating major speculation ahead of a potential IPO that some analysts believe could reach a historic $100 billion valuation. According to James Altucher, there may be a smart "backdoor" way for everyday investors to position ahead of that event without needing traditional IPO access — and he says it can be done for under $100. He's also sharing a free ticker tied to this trend for anyone who wants to take a closer look.
Click here to learn moreDespite recent volatility, demand for AI infrastructure shows no signs of slowing. Hyperscalers continue to sign long-term contracts, utilities are racing to secure new power capacity, and data-center operators are scrambling to expand as quickly as possible. Investors who can look past the noise may find attractive entry points in select companies positioned at the center of this build-out.
Here are three stocks that provide essential services and could benefit as AI becomes a larger part of the global economy.
Why Applied Digital Is Becoming a Go-To Partner for AI Compute
Applied Digital (NASDAQ: APLD) is shaping up to be one of the more intriguing pure-play operators in the emerging AI data-center landscape. The company began as a high-performance computing host but has pivoted aggressively into AI cloud infrastructure, and demand is catching up to its strategy.
APLD has secured multiple long-term AI hosting agreements, giving it significantly more revenue visibility than most small-cap data-center operators.
The company builds modular, energy-efficient data centers in power-rich regions, with faster deployment timelines than many competitors.
Speed-to-market matters—hyperscalers are racing to secure compute capacity, and APLD has positioned itself as an agile, lower-cost partner.
Another bullish element is margin expansion. As the company shifts more of its footprint from crypto-related hosting to higher-value AI workloads, its revenue per megawatt and overall profitability are improving. Recent contract wins show that APLD is gaining credibility with enterprise-level customers, a key validation point for its long-term model.
Plus, the company recently announced the successful and on-time Ready for Service (RFS) for the second phase of its Polaris Forge 1 AI factory campus in North Dakota. This is the first of three contracted buildings at the campus to operate at its full 100-megawatt critical IT load. APLD stock jumped over 10% following that news, but it's still down 30% in the 30 days ending Nov. 24, reflecting the volatility in this sector.
How IREN's Vertical Integration Creates an Edge in AI Compute
IREN Limited (NASDAQ: IREN) has successfully pivoted from Bitcoin mining to a renewable-energy, data-center operator. The company provides high-performance AI cloud computing space and power that hyperscalers need.
In early November, the company announced it had secured a $9.7 billion AI cloud contract with Microsoft Corp. (NASDAQ: MSFT), under which IREN will receive a 20% prepayment.
Under the agreement, IREN will supply Microsoft with NVIDIA Corp. (NASDAQ: NVDA) GPUs that it will purchase from Dell Technologies Inc. (NYSE: DELL).
Some investors have questioned the circular nature of the deal and IREN's continued exposure to Bitcoin.
However, its dual-revenue model—generating income from both AI and Bitcoin—offers some risk mitigation if one segment slows. That said, IREN stock remains sensitive to Bitcoin price movements. Shares are down 23% over the past 30 days amid crypto volatility.
If Bitcoin continues to fall, IREN will likely move lower in sympathy. Conversely, another strong rally in Bitcoin would likely boost IREN shares. Analysts have been raising their price targets on IREN stock; they now average about $70, implying roughly 47% upside.
Vertiv's Liquid-Cooling Technology Is a Quiet AI Winner
Vertiv (NYSE: VRT) provides power, cooling, and thermal-management systems for data centers. Like IREN, VRT shares have declined about 8% over the past 30 days amid broader concerns about the AI data-center trade.
AI compute workloads generate enormous heat; traditional cooling systems often can't keep up—but Vertiv specializes in liquid-cooling solutions that can be 3,000 times more efficient than conventional systems.
Analysts forecast this market will grow at a 20% compound annual growth rate (CAGR) through 2030.
That's the bull case for Vertiv and one reason analysts are raising their price targets on VRT stock, which currently trades about 4.9% below its consensus price target of $177.81.
Perhaps more importantly, analysts forecast Vertiv's earnings to increase by over 24% in the next 12 months, which helps justify a valuation near 47x forward earnings.
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