A Message From Porter & Company
In December President Trump will take the stage and shock the world.
Standing before the leaders of the most powerful nations on earth, at his own resort in Miami, I believe he’s set to unveil something that will impact every dollar you have saved and invested.
The original agenda for the G20 Summit was development finance and climate change.
That’s been scrapped.
Instead, my research indicates Trump could unveil a radical monetary reset that no one has prepared you for.
I've been tracking this story for months.
And the deeper I investigate, the more convinced I become that what happens in that room could draw a brutal dividing line – between those who understand what's happening to their money, and those who do not.
Which means between now and December, there is a window. A chance to get ahead of what could be the most consequential change to our money in half a century.
It wasn't voted on. It wasn't debated in the Senate. And most Americans have no idea it's even taking place but…
President Trump is replacing the U.S. dollar.
Not with crypto. Not with a digital currency. Something far bigger than that – and it's already been signed and sealed in the back rooms of D.C., ready to be issued by the U.S. Treasury.
Bypassing every legal and political channel under the guise of "national security," Trump has enacted this total money reset using a landmark executive order (14241).
Whether you’re a Democrat or Republican, whether you support this new money or not, it doesn't matter.
Soon, every U.S. citizen will be forced to use Trump's New Dollar to fill their gas tank, buy groceries, and pay medical bills.
Which is why I've produced a critical new documentary laying out exactly what Trump's New Dollar means for your savings, your investments, and your family's financial future.
Detailing three important steps you can take today to prepare – including the name of a core band of assets connected to Trump’s initiative that could surge as a result.
As you’ll see in my briefing, the last time America reset its money like this – under Richard Nixon’s presidency in the 1970s – it created one of the greatest wealth divides in the history of our nation.
On one side, it minted an average of 1,300 new millionaires a day for over half a century. And on the other… the folks left behind, drowning in debt, with no idea how to use America’s new money to create wealth.
As Trump rolls out his new dollar, the question is:
Which side will you be on?
Good investing,
Porter Stansberry
PS. If you’re wondering what Trump’s new money will look like, when it will be issued, what it means for your investments and why it could be front-page news on December 14 – all of those questions are answered in my briefing.
Exclusive Article
3 AI Infrastructure Plays Beyond Chipmakers
Author: Nathan Reiff. Article Published: 11/5/2026.
Key Points
- With semiconductor stocks like NVIDIA and Broadcom falling in the past month, investors may consider AI infrastructure companies as an alternative way to gain exposure.
- nVent Electric and Mueller Industries both reported strong revenue growth in their recent quarters despite share price declines, and analysts project meaningful upside for both stocks.
- The Global X U.S. Infrastructure Development ETF offers diversified exposure to infrastructure beyond AI through 101 holdings, modest fees, and a small dividend yield.
- Special Report: This Tech Could Be Bigger Than Apple, Amazon, and Microsoft Combined
Shares of chip giant NVIDIA Corp. (NASDAQ: NVDA) are down about 13% in a month, while shares of rival Broadcom Inc. (NASDAQ: AVGO) have fallen roughly 8% over the same period. There may be questions about whether the recent sell-off in semiconductor names is overdone, but the fact remains that many of these stocks have fallen heading into the final weeks of the year. Investors who once relied on the momentum of hardware driving the AI industry to keep their portfolios trending upward may need to look elsewhere.
Those looking to stay connected to AI without relying directly on chipmakers can still find opportunities in infrastructure development. Though companies like nVent Electric PLC (NYSE: NVT) and Mueller Industries Inc. (NYSE: MLI) are also down over the last month, they may have potential for a sizable turnaround. A more generalized infrastructure investment through an exchange-traded fund like the Global X U.S. Infrastructure Development ETF (BATS: PAVE) offers even more diversification, with exposure to construction, materials and industrial equipment companies beyond AI.
nVent Electric: A Discounted AI Infrastructure Growth Play
Electrical connection and management company nVent helps meet the power distribution needs of data centers and other critical AI infrastructure. While shares have fallen by more than 30% in the last month, NVT trades at an earnings multiple of about 26x, making it a discounted alternative to rivals like Vertiv Holdings Co. (NYSE: VRT).
The share price decline may lead investors to overlook nVent's potential, which was most recently highlighted in its Q3 2026 earnings. For the quarter, the company posted nearly 44% year-over-year (YOY) revenue growth, beating analyst estimates by close to $82 million. Earnings per share (EPS) also topped estimates by 12 cents.
Free cash flow is also strong, supported by broad-based growth across essentially all areas of nVent's operations. The company's major acquisition of Maverick Power earlier this year has opened up new opportunities in engineered power distribution and should benefit its data center business over the longer term. That business is already a primary growth driver.
nVent continues to expand capacity and is looking ahead to a significant production ramp-up in 2027. Of course, this depends on steady demand, particularly in the data center space, so a fundamental shift there could spell trouble for the company. For now, though, analysts offer a near-unanimous Buy rating and see more than 75% upside for NVT stock, making it a way to play AI without directly relying on chips.
Mueller Industries: A Value Play on AI Infrastructure
Metals and plastics producer Mueller supplies many of the basic materials used in AI infrastructure buildouts, making it an overlooked but essential part of the industry. MLI shares are also down about 12% over the last month, but that decline masks some of the company's strengths, as confirmed by its Q3 2026 earnings report.
Mueller's sales growth was robust at 32% YOY last quarter, even as earnings came in slightly below analyst estimates. Data center construction was a key driver of growth and a growing backlog, but other commercial building activity also contributed. This may appeal to investors looking for companies not entirely reliant on continued AI momentum.
Mueller offers a more compelling valuation than some other options in the AI infrastructure space, trading at just 14x earnings. While the stock is not as widely covered by Wall Street analysts, it has three unanimous Buy ratings and about 37% forecast upside.
PAVE ETF: Diversified Infrastructure Exposure Beyond AI
For an even more diversified play, investors might consider an ETF like PAVE.
With a portfolio of 101 stocks, PAVE offers broader infrastructure exposure, including raw materials producers, engineering and construction firms, heavy equipment makers and more.
Although much infrastructure investment has been directed toward AI, that is far from the fund's only area of focus. As a result, PAVE is the least direct play on AI, though it still has some connections to the sector.
PAVE's fees are middle of the road, with an annual expense ratio of 0.47%. Its modest annual dividend yield of 22 cents may be an added bonus alongside potential price appreciation, but the fund's main appeal likely lies in the easy access it provides to a wide array of infrastructure investments through a single trade.
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