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Stansberry Digest

The Next Phase of the AI Boom

Familiar news from the Middle East... The latest action from tech stocks... Prepare for the next phase of the AI boom... A case study in memory... A rally underpinned by fundamentals...


It continues...

To start, we return to the broken record...

The ceasefire in the Middle East was once again fragile over the weekend, with Iranian drones attacking at least one ship transiting the Strait of Hormuz. But by this morning, we saw reports that negotiations will continue tomorrow on the 14 points in the U.S.-Iran "memorandum of understanding."

West Texas Intermediate and Brent crude futures are up more than 1% since the end of last week. But those prices are still drastically down from April's peak and remain near prewar levels.

Then there's the AI boom...

The other dominant story of this market year i

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Wall Street Is Betting Against Tech

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In this week's Stansberry Investor Hour, Dan welcomes Andy Schectman to the show. Andy is the founder and CEO of Miles Franklin Precious Metals, a company dedicated to transparency, ethics, and long-term wealth preservation.Andy kicks things off by explaining why gold prices breaking down isn't as bad as many people believe. He says that while the paper price of gold is going down, the physical asset has been going strong. In fact, since the start of President Donald Trump's second term, billions of physical gold bars in contracts have been delivered to CME Group's Commodity Exchange ("COMEX"). Silver also had strong deliveries to COMEX, with December 2025 seeing a record 65 million ounces in contracts delivered. Andy also says that one reason why gold exchange-traded funds ("ETFs") have experienced increased outflows is because large firms are redeeming their shares in exchange for gold to fulfill delivery contracts. And some of these contracts are for foreign countries that have lost trust in the central banks...

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A closer look at ZoomInfo Technologies

In Friday's e-mail, I took a first look at cloud-based software company ZoomInfo Technologies (GTM) – not to be confused with Zoom Communications (ZM), known for its ubiquitous video conferencing.I analyzed the company's historical financials and concluded:

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