After I covered Porter & Co’s pitch about the “Tipping Point” for robotics a few days ago, some readers piped up to ask about the still-running “Final Displacement” ad that Porter is still running… with a similar sales pitch about how the world is turning upside down (because of AI this time, robotics last time), and you have to win with your investments to make up for your labor losing value.

This ad has been running for a while, and I hadn’t written about it — but like the “Tipping Point” ad, this one is a “Special Report” pitch — they’re selling a bundle of special reports, not selling a subscription to a newsletter (so this counts as a bit of a “entry level” sales pitch — you spend $199 instead of the $1,200-2,000 subscription price… though you get a package of reports that, while usually pretty thorough, may be getting a little long in the tooth).

And I can whip this one up while I wait for a flight, and answer a bunch of reader questions at the same time — so it’s a win-win 🙂

And that’s because we’ve already covered pretty much all of the “special reports” being teased here — so let’s just run them down.   I won’t go into depth on each “secret” stock from these reports, but I’ll link to where I’ve covered them in much more depth in the past.

Porter’s sales pitch from the order form is summed up here:

“The Final Displacement will divide America…

“On one side, there will be mass economic devastation, job losses, and financial hardship for tens of millions of Americans who are unprepared…

“While for those on the other side, the long-term wealth creation could be greater than anything we’ve ever seen before… and I want to make sure you are on the winning side.”

And what are those reports?

The core is what he calls a report about The Parallel Processing Revolution, which is what has made AI advancements possible — and that is then broken up into four separate reports, all of which will sound familiar to longtime Gumshoe readers:

NVIDIA’s 3 Secret Partners — which I covered most recently as part of Porter’s “1776 Moment” promo back in February.

Those three “secret partners” have been the core of what was sold as the “Parallel Processing Revolution” special report, focusing on the “new OPEC” in the form of extreme ultraviolet lithography titan (and near monopolist) ASML (ASML), the “manufactures 90% of the chips” partner in Taiwan Semiconductor (TSM), and the “designs the blueprints” partner in Arm Holdings (ARM).

All are hugely important to the AI explosion, and hugely expensive as a result — we can justify any of them if the growth keeps up as expected, but ASML and ARM, at least, are priced for continued dominance, with no hiccups (ASML is back to almost 50X forward earnings after another surge higher, ARM around 180X forward earnings, though it’s always very richly valued because of their extreme profit margins and “bottomed out” around 50X earnings in January), and it’s only Taiwan Semiconductor (TSM) that sticks out as relatively inexpensive, given its irreplaceable manufacturing capacity (this is arguably the most irreplaceable one of the bunch, and it’s at only 20X forward earnings), but has usually traded at a deeper discount in the past because of the political risk and the typical cyclicality of the semiconductor sector — though investors seem convinced that cycle has been abolished and we’ll only go up now, with no overbuilding to worry about.

The King of Coal — this one has been thrown in as a bonus idea many times over the years, I think starting in 2024 — the “dirty coal will save AI” pitch was popular among well-known investors for a while, and the coal stocks are pretty much always cheap… there’s some potential that Porter likes Peabody Energy (BTU), which has been a better match for some of his coal stock hints in the past, but it’s much more likely that he’s still talking up Core Natural Resources (CNR) as the “King of Coal”. The stock is about where it was in early 2024, and trades at a hefty PE ratio (about 24) for a low-growth sector, but earnings are expected to climb pretty dramatically in 2027, so it’s really probably at about 10-12% 2027 adjusted earnings.   I’m not much interested in coal miners, but I’ve written about them a few times since CNR became the clear match for “King of Coal” pitches in the Spring of 2025.

The Gods of Gas — this has been an actively teased pick from Porter since he launched his new Porter & Co. business with his original “Gods of Gas” promo in May of 2022 — The “Gods of Gas” are the brothers who rescued their families natural gas company and rebuilt it as EQT (EQT), which is focused on the Marcellus in the Northeastern US, and has recently been the biggest natural gas producer in the country, as well as arguably the most disciplined and efficient.  I dug into the company most recently in March, for a “AI Halo Trades” teaser pitch.

The Keystone — this is, like “Gods of Gas” and “King of Coal,” primarily about electricity, with the “A.I. Keystone” being the company that’s playing a key role in rebuilding nuclear power generation capacity in the US.  So yes, that’s a reminder of Porter’s recommendation of BWX Technologies (BWXT), a stock he’s been touting since he called it the “Secret Energy Grid” in May of 2023.    I own the stock, too, because of their steady business building and servicing reactors for submarines and aircraft carriers, as well as their unique position in the supply chain for the possible wave of commercial small modular reactors to come over the next decade — here’s how I summed up my thinking about BWXT after their last earnings report (full analysis here):

I still think BWX Technologies has a good strategy, and they’re almost uniquely well-situated to meet that expected rising demand over the coming 5-10 years. But I also think investors are paying a stiff premium for that potential future, and there are risks that this nuclear renaissance will be slower to come than investors hope. The good thing, I guess, is that BWXT is in the early parts of the supply chain for this commercial business, they expect to get paid primarily to build components that go into building those new reactors, so they’ll probably be able to turn this expected growth in reactors into actual cash flow a lot more quickly than the SMR developers… and especially more than the folks who are counting on building and financing their own reactors and then selling the electricity they generate.

And then he throws in two “Bonus Reports”, which are:

The 100-Year Old Money Machine — that’s just the latest title for Porter’s pitch about Texas Pacific Land (TPL), the long-lived owner of land and mineral rights in West Texas.  I started buying shares of TPL myself quite late in the game, back in April when they had a meaningful dip… and my longest piece about that one is probably from when I was covering it as Marc Lichtenfeld’s “29% Account” earlier in the year.

And The Apple of Agriculture is another pretty old story — presumably Porter & Co. has spruced it up and updated their pitch, but this recommendation of Deere (DE) first crossed my desk when Porter included it in his “Buy the beneficiaries of AI” pitch late in 2023 (the other two were Ulta Beauty and PayPal, in case you’re curious — Deere has done much better than those other two).

So there you have it, dear friends — another grab-bag of special reports from the Porter & Co. folks, another doomsy-sounding “machines will replace us all” story to drive the fear.  Some good companies in that list, of course, and some that I own… but nothing we haven’t written about a bunch of times before.

Favorites in that group?  Hate ’em all?  Let us know with a comment below… thanks for reading!

Disclosure: Of the stocks mentioned above, I own shares of Texas Pacific Land, NVIDIA and BWX Technologies.  I will not trade in any given stock for at least three days after publication, per Stock Gumshoe’s trading rules.