America’s greatest financial forecaster, Porter Stansberry, believes Trump is in the middle of replacing the U.S. dollar.
What is going to replace it isn’t a digital dollar, but something far more valuable, and a few “Silicon Dollar” Stocks will be the architecture behind it.
The Teaser
Most Americans have no idea it’s even taking place, but a radical monetary reset has already been signed and sealed in the backrooms of Washington.
Porter Stansberry is a name that is synonymous with investment newsletter publishing, having been at it for nearly three decades.
We have covered the elder statesman’s most recent teasers, including his Nuclear Energy Company pick and “Parallel Processing Revolution” Stocks.
54 countries, $30 billion dollars, the ‘radical monetary reset’ Porter hints at un this teaser is the FORGE alliance.
What sounds like an intergalactic pact against space aliens came to be on December 12, 2025, when representatives from nations such as South Korea and Argentina gathered in the backrooms of the U.S. State Department and signed the Forum on Resource Geostrategic Engagement (FORGE) declaration.
This mouthful is a US-led, international initiative with a clear aim: Break China’s rare earth monopoly.
Some have called it the most ambitious multilateral effort since WWII, but why do rare earths matter and how would it actually work in practice?
To put it simply, minerals like neodymium, dysprosium, and fifteen others are mission critical for powering artificial intelligence, batteries, and defense systems.
The problem is China boasts a near-monopoly on rare earth mineral processing, controlling some 90% of the global assembly line.
Breaking this stranglehold will take time, policy coordination and capital. Lots and lots of capital.
Between direct government financing, private investment commitments, and multilateral development bank contributions, more than $30 billion is being mobilized for critical mineral projects.
This alliance and the money behind it is creating a new monetary order, out of which will emerge a “Silicon Dollar,” and Porter has a few ways to position ourselves for massive profits.
The Pitch
All of the investments have been assembled and revealed inside a new briefing called The Silicon Dollar Playbook.
It’s available for a one-time cost of $199, no ongoing subscriptions or fees, just upsells.
The Rise of Pax Silica
Since 1945 the international order has been led by one country, the United States.
Pax Americana, as it’s been called, or the petrodollar succeeded because oil was the lifeblood of the 20th-century economy. The one commodity every nation needed to function and it could only be purchased in U.S. dollars.
It still is in many ways, but Trump may have identified the oxygen of the 21st century.
As the first part of the presentation points to, Porter believes Trump is replacing oil with the physical inputs of artificial intelligence and modern industry.
Trump’s New Dollar
The idea behind the “Silicon Dollar” or Pax Silica is the same as it was for the petrodollar, any nation that wants to participate in the AI economy will need to transact through American-controlled resources.
Obviously, the U.S. can’t go it alone this time around as it ranks sixth in rare earth reserves and second in production.
China, Brazil, and Russia, three of the Building for Resilience, Innovation, Cooperation, and Sustainability alliance (BRICS) countries, rank first, second, and fourth, respectively, in terms of reserves.
Multi-polarity will be required if Pax Silica is indeed going to become a thing.
FORGE commits every signatory to partner on the entire physical supply chain of artificial intelligence, minerals, energy, semiconductors, and data infrastructure.
Porter says December is D-day, when world leaders will all gather around the table at Trump’s Mar-a-Lago resort in Miami for what could be the moment the “Silicon Dollar” is presented to the world as a fait accompli.
This means we still have time to position ourselves for a potentially historic, once-in-a-lifetime, monetary reset.
Revealing Porter Stansberry’s “Silicon Dollar” Stocks
Porter and his team have spent the past few months identifying five companies they believe sit at the narrowest chokepoints of the new monetary infrastructure.
This is what was disclosed about them…
First Stock: The AI Power Stack
- An American company that makes a critical component without which Nvidia’s chips would be useless.
- It has a $300 million backlog, which surged 70% in a single quarter.
Nvidia has multiple American suppliers, but only one name closely matches both clues – Lumentum Holdings Inc. (Nasdaq: LITE).
- Lumentum is based in San Jose, California and specializes in interconnection components critical for GPU cluster networking.
- It reported an optical circuit switch (OCS) backlog of $400 million last quarter.
Second Stock: The Resource Royalty
- It is a four-year-old company running the Franco-Nevada royalty model on the rare earth minerals at the heart of Trump’s new dollar.
- Revenue was $12 million in 2024 and projected to hit $300 million by 2028.
This sounds like Royalty Management Holding Corp. (Nasdaq: RMCO).
- RMCO was founded in 2021 and owns a royalty interest in approximately 30,000 acres of surface assets that contain rare earth and critical mineral elements.
Third Stock: The Gods of Gas
- America’s dominant natural gas producer, supplying 6% of U.S. supply.
EQT Corp. (NYSE: EQT) is the name we’re looking for here.
- EQT is the largest natural gas producer in the U.S. with it’s 6.5 million cubic feet of annual output amounting to roughly 6% of the country’s total supply.
When it comes to the last two picks, we only get one-liner clues for each.
The fourth stock is an energy royalty generating pure “mailbox money” from 87,000 Permian Basin acres, while the fifth is “the most important company in American oil production that nobody has ever heard of.”
No idea about the final pick as the description is overly broad, but the fourth could be LandBridge Company LLC (NYSE: LB). A development company that owns approximately 87,000 surface acres in the core Permian sub-basins of Reeves, Ward, and Pecos counties.
New Monetary Order or Misdirection?
A time of uncertainty is a time of possibility.
We are definitely in some times that are getting more uncertain by the day, but as Porter has rightly pointed out, that also equals opportunity.
Whether it’s upgrading the petrodollar by taking out competing sources of fuel, migrating to a digital dollar, or moving to a resource-backed currency, whatever the end game may be, owning scarce, hard assets is a good bet during times of upheaval.
From this standpoint, Porter’s “God of Gas” pick, EQT, stands out.
Vertical integration, an above-average 10% return on invested capital (ROIC), and a low absolute valuation of 11x current earnings/1.2x book value.
Debt is somewhat high, but this is par for the course with asset-heavy businesses, and it’s interest is well covered 25x over by earnings.
Quick Recap & Conclusion
- Financial forecaster Porter Stansberry believes that the USD isn’t going to be replaced by a digital dollar, but something far more valuable, and a few “Silicon Dollar” Stocks will be the architecture behind it.
- The idea behind the “Silicon Dollar” or Pax Silica is the same as it was for the petrodollar, any nation that wants to participate in the AI economy will need to transact through American-controlled resources.
- Porter has a few ways to position ourselves for massive profits in such an eventuality and they are revealed inside a new briefing called The Silicon Dollar Playbook. It’s available for a one-time cost of $199, no ongoing subscriptions or fees.
- We were able to reveal some, though not all of Porter’s “Silicon Dollar” beneficiaries, as Lumentum Holdings Inc. (Nasdaq: LITE), Royalty Management Holding Corp. (Nasdaq: RMCO), and EQT Corp. (NYSE: EQT).
- EQT’s scale, underlying economics, and positioning as a vital energy producer and supplier make it a standout pick in a time of macro change.
What do you believe will succeed the dollar, if anything? Weigh in, in the comments below.