 Nobody noticed yet… but they will. We just reached the end of an economic age. Something that usually takes decades, even centuries, to play out just happened in what seems like a blink of an eye. Unless you understand the magnitude of what just happened, you could risk losing everything you’ve worked so hard to achieve because this collapse is only just getting started. You see, for our entire life, the story arc has been clean: it was the relentless rise, in both wealth and status, of a broad social class of professionals but that rainbow is now at an end. Because for the first time ever, capital can now compound without additional labor. The centuries-old relationship where job creation and GDP rose together has snapped and the economy can now scale without bringing workers along for the ride. And this “snap” is about to change everything. This is one of those moments in which I believe vast fortunes will be made and lost. I’m talking about a generational transfer of wealth… the type that can either enrich you or potentially impoverish you, based on the decisions you make. Because history shows us that while these 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. And this isn’t a prediction. It’s happening right now. It’s why, although we’re seeing massive headline economic growth, the average American is being left behind. AI Engels’ Pause They don’t teach you this in school, but they should. During the Industrial Revolution, Friedrich Engels noticed that although the revolution was making Britain incredibly rich when measured via GDP… the vast majority of British people were living in hell. Between 1790 and 1840 Britain’s GDP exploded. The steam engine created massive efficiency gains, corporate profits doubled, and the stock market soared. But for the average worker, real wages remained flat or fell… the average life expectancy in some industrial cities collapsed to just 35 years… It was as though someone had pressed a giant “Pause” button on quality of life for the working class. Of course, the wealth did eventually trickle down but it was half a century later and during that half century, the societal devastation was dire. It took two full generations for the labor market to adjust. And the weavers who lost their jobs to power looms, they didn't become "machine repairmen." They starved. They rioted. They were shot by the military or shipped to penal colonies. And it was Engels’ Pause that gave birth to Marxism. And we’re seeing this again with AI. The only difference is, this time it won’t take decades to play out. It took the radio 38 years to reach 50 million users. Television took 13. The internet took 4. But ChatGPT hit 100 million users in two months. We are effectively speed-running the 19th century. We’re compressing 50 years of displacement into less than a decade… and this time the disruption isn’t coming for the illiterate farmhand… It’s coming for the accountant. It’s coming for the lawyer. It’s coming for you and me. Right now, knowledge work makes up roughly 50% of America’s GDP and much of that is at risk of automation in the next handful of years. We’re talking about 5 million white-collar jobs — the bedrock of the American tax base – facing extinction over the next few years. Just take a look at the most recent cuts: - U.S. Government: 307,000 employees
- UPS: 78,000 employees
- Amazon: 30,000 employees
- Intel: 25,000 employees
- Nissan: 20,000 employees
- Nestle: 16,000 employees
- Microsoft: 15,000 employees
- Bosch: 13,000 employees
- Dell: 12,000 employees
- Verizon: 13,000 employees
- Accenture: 11,000 employees
- Ford: 11,000 employees
- Novo Nordisk: 9,000 employees
- Microsoft: 7,000 employees
- PwC: 5,600 employees
- Salesforce: 4,000 employees
- IBM: 2,700 employees
- American Airlines: 2,700 employees
- Paramount: 2,000 employees
- Target: 1,800 employees
- General Motors: 1,500 employees
- Applied Materials: 1,444 employees
- Kroger: 1,000 employees
- Meta: 1,000 employees
It’s why AI is not just a productivity or efficiency tool, like everyone thinks, it’s a Labor Replacement Engine. And it’s why there’s such a gaping disconnect between the “real” economy and the stock market. It’s why all the President’s claims of a “booming” economy don’t feel real for the tens of millions of people who don’t own assets. It’s why, even though markets are hitting all-time highs, households are falling further and further behind. And this wealth divide is only going to be amplified as AI is integrated into every aspect of the economy. IMF Managing Director Kristalina Georgieva just warned that artificial intelligence will hit the labor market like a “tsunami.” The changes this will bring to the economy, stock market, and financial system are unprecedented. Which is why it’s critical that you watch my interview with Luke Lango. We explain how all of these forces are converging to trigger an economic “reset” the likes of which we haven’t seen in 250 years – one that could trigger the greatest transfer of wealth in American history. Both for the good and the bad. Young or old. Rich or poor. Left wing or right… there is no escaping what’s coming. And yet, despite this inevitability, I promise you, you’ve never heard a whisper about this story before now. Almost nobody… not the legacy financial media, political commentators, even the top analysts on Wall Street have connected these dots. But now, we’re sharing the full story with you. 
The stocks to buy… the stocks to sell… and the three money moves our research indicates you should make to ensure you and your loved ones end up on the winning side of this new economic reality. Because as you’ll discover today… If you understand the new rules of this system… You won't just survive the chaos, you’ll own the assets that could potentially make you a fortune as the American economy is reshaped from the ground up. Watch it here now. Good investing, Porter Stansberry
This Week's Featured Article Is SentinelOne's Sell-Off a Warning Sign or an Opportunity?Author: Nathan Reiff. Published: 2/18/2026. 
What You Need to Know- SentinelOne is a smaller cybersecurity firm whose shares have fallen by 43% over the last year.
- Despite threats from much larger competitors, the firm retains strong financial metrics, including growing ARR and competitive margins.
- Despite a strategic acquisition and a newly expanded platform focused on threats to AI systems, SentinelOne has faced increasing short interest, potentially opening opportunities for those bullish on the stock.
While cybersecurity remains a massive market—and one likely to grow rapidly as AI proliferates—a small number of firms dominate the space. Just two companies currently account for a large share of the combined market value among cybersecurity firms with market caps above $100 million: Palo Alto Networks (NASDAQ: PANW) and CrowdStrike Holdings Inc. (NASDAQ: CRWD). After them, numerous smaller firms continue to jostle for position in a crowded field. SentinelOne Inc. (NYSE: S) has a market capitalization below $5 billion and is often overlooked by investors scanning cybersecurity names. To make matters worse for the company, shares are down more than 40% over the past year. Still, analysts are generally bullish on SentinelOne, with 18 Buy ratings versus 13 total Hold or Sell ratings. Wall Street's consensus price target of $21.72 implies sizable upside—about a 56% premium to current trading levels. With improving financials, steady growth, a strategic focus on a potentially lucrative segment, and a platform gaining traction, SentinelOne may be a smaller cybersecurity name worth watching. SentinelOne's Financial Position Affirmed by Strong Guidance and ARR GrowthIn SentinelOne's Q3 fiscal 2026 earnings report for the period ended Oct. 31, 2025, management reaffirmed guidance for the full fiscal year, including roughly $1 billion in revenue—about 22% year-over-year (YOY) growth. Gross margins for the fiscal year are projected in the high-70% range, and the company is expected to generate positive free cash flow for the year. Some of the optimism stems from SentinelOne's annual recurring revenue (ARR), which rose 23% YOY in the last quarter. The company also beat analyst earnings-per-share (EPS) estimates by $0.02, and revenue came in above expectations. User and Demand Growth ContinuesTo sustain or accelerate its gains, SentinelOne needs to keep attracting both existing and new customers. Its Singularity XDR platform has broad appeal and is building momentum. In the last quarter, platform ARR per customer reached an all-time high amid accelerating data bookings and growing cloud-security bookings. Growth isn't limited to organic gains. The company completed its $225 million acquisition of Observo AI, a move that strengthens SentinelOne's telemetry pipeline relative to similarly sized rivals. AI-Focused Cybersecurity to Meet Developing NeedsIn early February, SentinelOne expanded its security platform to include Data Security Posture Management (DSPM) capabilities. The update helps secure AI systems and prevent sensitive data from being ingested at runtime—especially important as AI becomes deeply embedded in internal and external systems across industries. The DSPM expansion aims to stop threats before they occur by ensuring AI systems do not encounter high-risk information. SentinelOne has long used AI in its cybersecurity products, but leaning into security services specifically for AI systems is a notable strategic shift. As AI adoption rises, so too should threats targeting AI systems; if SentinelOne can successfully address those threats, it could attract a significant number of new customers seeking protection. Is It Time to Buy the Dip?With a price-to-sales ratio below 5, SentinelOne shows one of the stronger signals of undervaluation it has presented in recent memory. That makes a case for buying the dip. However, investors have been hesitant: beyond the recent sell-off, short interest rose nearly 9% in the past month (source). Despite appearing inexpensive, SentinelOne faces meaningful risks as a smaller firm in a fast-evolving, highly competitive cybersecurity market. Conversely, its growth potential could reward investors willing to accept a higher degree of risk on a SentinelOne bet.
| 
No comments:
Post a Comment