Earnings360 Newsletter for 9/25/2024

Anthropic is now valued at over $1 trillion, more than every U.S. airline combined and larger than the U.S. defense budget. Its annualized revenue grew 80x in the first quarter, and an IPO could arrive as early as October.

For a limited time, investors can access a report detailing how to explore a pre-IPO stake in Anthropic for $29, a 94% discount off the retail price. The package includes a year of Disruptors and Dominators, monthly stock ideas, and four special reports.

In 1720, Richard Cantillon discovered that new money never spreads evenly through an economy. It reaches certain hands first and everyone else pays for it later.

Fifty years after the petrodollar reshaped global wealth, a new monetary reset may be underway, this time tied to critical minerals, energy, and AI infrastructure. Stocks like Vertiv, GE Vernova, Arista Networks, and Taseko Mines have already posted major gains since the shift began.

Porter Stansberry breaks down the full story, including which companies sit closest to the new money flow.