Commerce.com (CMRC) Institutional Ownership

The federal government is throwing its full support behind a new class of AI technology, in what's being called the biggest push since the Apollo moon landing. This AI reportedly works 10,000 times faster than human PhDs and could eventually be worth 500 times more than ChatGPT. Elon Musk has called the underlying tech the most disruptive force in history.

The petrodollar arrangement that anchored the US dollar for 50 years quietly expired in June 2024. Since then, China has cut its Treasury holdings by 45% from their peak, and BRICS nations offloaded $47 billion of American debt in a single month. The Trump administration has responded with a $12 billion critical minerals stockpile called Project Vault, equity stakes in miners like MP Materials and Lithium Americas, and a push to secure resources from Greenland to Ukraine. Porter Stansberry lays out the full story in a new documentary, including five companies positioned at the chokepoints of what he calls Trump's New Dollar.