He’s one of the most successful investment analysts in America over the past 30 years… and he’s just gone public with a warning about a structural shift that he calls:
You likely know Porter Stansberry… his work has been followed by millions of readers for nearly three decades.
He first made a name for himself in the late ‘90s by warning of the emerging market collapse, and has since navigated his followers through the dot-com bust, the 2008 financial crisis, and the COVID-19 pandemic.
Stansberry has come forward today because he says we are standing on the threshold of a convergence we have not seen in 250 years.
It is a paradigm shift across economics, technology, and politics that he says: “could trigger the greatest transfer of wealth in American history.”
Just as the original 1776 birthed the steam engine and capitalism, Stansberry – joined by tech expert Luke Lango – says lightning is striking the same spot twice.
This convergence is speed-running the 19th century, threatening to create a massive new "useless class" of workers while minting immense fortunes for those who own the right assets.
Porter Stansberry has made several major calls in his career, including recommendations like Amazon, Nvidia, and Microsoft… but he says this story could be his biggest ever.
This is why I strongly encourage you to read about his newest investigation today.
Get the facts for yourself. Even if he’s only partially right, it will dictate whether you’re enriched or impoverished by the seismic changes barreling down upon America.
Click here for the full story…
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Author: Jennifer Woods. Published: 3/2/2026.
Introduction
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This section provides an overview of the topic.
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For more context, see the MarketBeat piece: Cracking the chip monopoly: Meta invests in AMD chips.
Additional Subtitle
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Key Points
- Key Point 1
- Key Point 2
- Key Point 3
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Key company results are summarized below.
Q4 2025 earnings
NVIDIA beat analyst expectations for the quarter.
Nebius' AI Infrastructure Rally Is Back—And the Numbers Explain Why
Author: Ryan Hasson. Published: 2/20/2026.
Key Points
- Nebius shares have gained more than 20% over the prior week as accelerating demand and raised contracted power guidance boosted investor confidence.
- Management reaffirmed its ambitious $7 to $9 billion ARR target for 2026, highlighting strong pricing power and long-term customer commitments.
- With analysts lifting price targets and the stock reclaiming $100, NBIS is approaching a key resistance level that could trigger a fresh breakout.
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Nebius Group (NASDAQ: NBIS) has quickly emerged as one of the market's standout performers in AI infrastructure. Over the past week alone, shares have surged more than 21%, fueled by confident forward guidance and a wave of bullish analyst upgrades alongside BlackRock's massive bet on Nebius Group.
Just two weeks earlier, the stock was testing a major support level and appeared to be losing momentum. Now, following its latest earnings catalyst, Nebius is pressing up against key resistance and flirting with a potential breakout.
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With improving fundamentals and strengthening technicals, the company is increasingly positioning itself as a potential leader within the AI infrastructure space.
Shares Climb After Q4 Results
Nebius reported fourth-quarter 2025 results on Feb. 12. At first glance, the numbers looked mixed.
Revenue totaled $227.7 million, below the $246 million estimate, yet represented 547% year-over-year growth and 55% sequential growth. Gross margins held at 70%, compared with 71% in the prior quarter. Adjusted EBITDA was $15 million, versus expectations of $40.4 million, while adjusted EBITDA margin for the core business improved to 24% from 19% in Q3. EPS was a loss of $0.69, versus the consensus loss of $0.42.
The headline revenue miss initially raised eyebrows, but context matters.
Management explained that most of the new capacity came online in late November, so it only contributed meaningfully to December revenue. As a result, quarterly revenue lagged expectations, but forward-looking metrics painted a stronger picture.
Active power reached 170MW, well above prior guidance of 100MW. Year-end annual recurring revenue climbed to $1.25 billion, up 127% quarter-over-quarter. More importantly, management reiterated its ambitious year-end 2026 ARR target of $7 billion to $9 billion, signaling continued confidence in demand.
Revenue guidance for 2026 was set at $3 billion to $3.4 billion, which management described as a prudent approach. The company also reiterated its year-end 2026 connected power target of 800MW to 1GW and raised its contracted power guidance from more than 2.5GW to over 3GW.
AI Demand Accelerating, Not Slowing
During the earnings call, management emphasized that demand trends remain robust.
Enterprise and AI-native customers continue to outpace available supply, allowing Nebius to sell future capacity well in advance. In Q4 the company reported nearly twice as many transactions for contracts longer than 12 months compared with Q3. At the same time, average selling prices increased by more than 50%.
Management also said the company has effectively sold out of Hoppers, with renewal contracts extending 12 months or longer at improved pricing. That combination of longer-term commitments and rising prices suggests strengthening pricing power rather than softening demand.
Analysts Turn More Bullish
On Feb. 18, Compass Point initiated coverage with a Buy rating and a $150 price target, implying roughly 54% upside at the report date.
A day earlier, BWS Financial reiterated its Buy rating and $130 price target, noting meaningful upside potential.
Those reports add to an improving analyst backdrop.
Importantly, both calls emphasize that the Q4 "misses" were viewed as timing-related rather than demand-related, with power and ARR targets doing most of the work in the 2026 thesis.
If the company continues converting contracted power into connected power on schedule, the upside case becomes easier for analysts to defend.
Nebius now carries 11 analyst ratings, a consensus Moderate Buy, and an average price target of $143.33.
Notably, that target still implies substantial upside despite the stock's roughly 140% gain over the past year.
Impressive Relative Strength and Breakout Potential
While many software and AI-related stocks have struggled in recent months, Nebius has bucked the trend. Shares are up roughly 28% year-to-date and recently reclaimed the $100 level.
If the stock can continue to hold above $100 and build support, the next key level to watch is the $110 resistance zone. A sustained move above that area could trigger a breakout and mark the start of another leg higher within its broader uptrend.
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