A message from our friends at Porter & Company Editor’s Note: This might be the most important investing broadcast of the year. Legendary forecaster Porter Stansberry and Jeff Brown expose one of the most important and consequential financial stories in America today. They say it’s a coordinated, government-backed mobilization that’s funneling trillions of dollars into a tiny handful of companies. For more details, click here. Or read on below to hear from Porter himself… You won’t want to accept this. You’ll reject it. Call me crazy for suggesting it. I don’t care. I’m used to it. That’s what they called me when I predicted the fall of Fannie Mae and Freddie Mac, the bankruptcy of General Motors, the loss of America’s triple-A credit rating… the list goes on and on. But I don’t let my emotions blind me to reality. No matter how difficult the truth… no matter how uncomfortable the fact… I follow my research to its logical conclusion. You should too. But I know most of you won’t – or can’t. However, if you have any money in the stock market, savings in the bank – and especially if you are responsible for your family’s wealth – you really need to hear me out. What I’ve discovered took months of investigation… and years of watching this moment build in the background of everyday life. A powerful force — one almost no one fully understands — is on the verge of tearing through American life and wealth with brutal efficiency. It won’t be fair. It won’t be gradual. And it won’t spare the unprepared. Hundreds of millions will feel the impact. Some could be devastated. A few others will come out far richer. Which side you end up on may come down to one thing: how fast you act. My job is simple: to make sure you land on the right side of what’s coming. This force, described by Elon Musk as “the most likely cause of World War 3, demands a response. And it’s getting one. It’s the reason Trump has been raising trillions of dollars from the Middle East… The reason he forced Zelensky to hand over rights to half of Ukraine’s enormous mineral deposits… It’s the reason Apple is spending $500 billion to bring their factories back to U.S. soil. It’s even behind the President’s strange obsession with Greenland. The threat of this force looms so large that Trump has privately declared it a national emergency… mobilizing public and private capital on a scale we haven’t seen since the Second World War. In fact, strange as this may sound, what’s unfolding eerily resembles America’s transition to a total war state, 85 years ago. Back then, key industrial assets were “drafted” to support the war effort. Boeing, GM, Ford, and Caterpillar were called on to produce tanks, fighter planes, and radar. Today, the President has recruited the likes of Apple’s Tim Cook, Amazon’s Jeff Bezos, Mark Zuckerberg, and OpenAI’s Sam Altman… to tap their vast resources for his own, undeclared national emergency. Why has he called upon the world’s largest companies and wealthiest men? As you’ll see, trillions of dollars are rapidly being directed into a concentrated set of companies closely connected to this national emergency. In this special broadcast, Jeff Brown and I will reveal what this national emergency is and how Trump and his team are reordering the entire economy to prepare for it. More importantly, we’ll name the two companies most likely to profit. This new emergency could determine who retires rich — and who gets wiped out, as it forces an epic rotation of capital from one side of the market to the other. You still have time to prepare – but not much. In a matter of days, an expected announcement from Trump could send capital flooding into the companies we share in the broadcast. That’s why we’re urging you to watch today. 
Good investing, Porter Stansberry
P.S. This is already underway. Money is rapidly moving. And we believe several popular stocks could be decimated by it. Don’t wait to be engulfed by it – prepare now. Go here.
For Your Education and Enjoyment This Drone Stock Is on Sale Despite Big Army ContractWritten by Jeffrey Neal Johnson 
Key Points - Red Cat secured a transformative, multi-year drone contract to supply the U.S. Army with thousands of advanced reconnaissance systems.
- Strategic partnerships with industry leaders in defense manufacturing and AI software help ensure production quality and technological superiority.
- Successful capital raises have fortified the company's balance sheet, providing the financial strength to scale operations and meet contract demands.
While many stocks with a Strong Buy analyst rating trade near their highs, Red Cat Holdings (NASDAQ: RCAT) presents a different opportunity. A recent pullback in its share price has created a potential discount on a company that analysts believe is poised for significant growth. This valuation implies a healthy upside from the stock's recent trading price, which has seen it fluctuate significantly within its 52-week range of $1.66 and $15.27. A major military contract and a clear, funded execution strategy anchor this apparent disconnect between market sentiment and the company's fundamental progress. Red Cat's Multi-Domain Strategy Understanding Red Cat's value begins with its diverse product lineup. The company operates on a Family of Systems strategy, developing a portfolio of unmanned platforms for various defense and industrial sector missions. This approach shows a depth that extends beyond any single contract and gives the company multiple avenues for growth. At the center of this lineup is the Black Widow, a small drone built for reconnaissance missions with a high-resolution thermal sensor, making it highly effective for night operations. Crucially, this system is on the Pentagon Defense Innovation Unit’s Blue UAS list (listed under the subsidiary name Teal Drones), which certifies it for procurement by federal agencies and gives it a significant competitive advantage. It is supported by the FANG, a drone optimized for precision strikes, and the Edge 130, a vertical take-off and landing (VTOL) platform for flexible operations that has secured orders from U.S. government agencies. Looking to the future, Red Cat is expanding into the maritime domain with a new line of Unmanned Surface Vessels (USVs) using funds from recent capital raises. This multi-domain product suite provides a solid foundation for long-term growth and reduces reliance on a single product. Why the Army's Drone Contract Changes Everything The strong bullish outlook on Red Cat is its selection for the U.S. Army’s Short Range Reconnaissance (SRR) contract. This designation represents a multi-year, funded procurement plan with a goal of acquiring up to 5,880 Black Widow drones. The contract provides a clear path to significant revenue growth. Management has directly tied this deal to its official revenue guidance for calendar year 2025, which is projected to be between $80 million and $120 million. To put this in perspective, the company's revenue for the March 31, 2025 quarter was $1.63 million. The breakdown includes: - $25–65 million from the SRR contract
- $25 million from additional Black Widow sales
- $25 million from Edge 130 sales
- $5 million from FANG drone sales
While the SRR deal is the primary driver, significant growth is expected across the entire product family, and this contract is the primary catalyst expected to drive stock performance as deliveries begin. How Red Cat Is Primed to Deliver A major contract is only valuable if a company can deliver on it. Red Cat has made several key moves to ensure it is ready for large-scale production. The company has partnered with Empirical Systems Aerospace, Inc. (ESAero), an AS9100-certified manufacturer. This certification is a critical quality standard for the defense industry and shows Red Cat’s commitment to meeting military requirements. Red Cat's partnership with ESAero helps address production capacity concerns and allows the company to focus on its core technology. To enhance efficiency, Red Cat is also using advanced software from Palantir (NASDAQ: PLTR), integrating two key systems. The first is Warp Speed, a manufacturing OS designed to optimize the supply chain. The second is VNav, a software that enables autonomous flight in GPS-denied environments, making the Black Widow even more valuable in contested areas. A solid financial position backs this focus on operational readiness. The company recently raised significant capital through offerings in April and June of 2025, securing over $75 million in gross proceeds. This funding ensures it has the cash to build inventory and scale production without delay. The Opportunity in the Market Disconnect Red Cat is at a clear turning point. The company has secured a transformative military contract, established key partnerships to ensure quality production, and raised the capital needed to fund its growth. However, its stock price has been volatile and does not yet reflect these positive steps. The stock's market dynamics amplify this situation. As of the latest reporting period, Red Cat’s short interest stood at 15.86 million shares, representing over 20% of the company's publicly available stock. This high level of short interest, while reflecting skepticism, also creates the conditions for a potential short squeeze. A series of positive news, such as a strong earnings report or confirmation of large-scale deliveries, could force short-sellers to buy back shares to cover their positions, adding significant upward pressure to the stock price. The current valuation allows investors to look past short-term volatility and focus on the clear, data-driven path toward revenue growth. As Red Cat begins to deliver on its promises, the disconnect between its operational strength and its stock price should start to close.
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