FTC Solar (FTCI) Institutional Ownership

The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War. Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving. Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar.

Rare earth elements sit inside modern defense systems, high-performance magnets, and advanced electronics - yet they've stayed largely out of the spotlight. The International Energy Agency projects multi-fold demand growth over the coming decades, while processing remains tightly concentrated. One North American company is already expanding into rare earths while still early, still building, and still not widely followed. As capital begins to follow attention, early-stage positioning may matter more than ever.