Dear Reader,

Wall Street doesn’t like risk. It prefers to buy little-known gold stocks ONLY after they become productive and are gushing cash.

That means if you can buy this company BEFORE Wall Street spots the obvious cash flows, you can frontrun them… Putting your money in before they pile in.

This company just poured its first ounces of gold production, from a brand new mine that just opened.

Wall Street won’t “see” this company until earnings. That’s months away. It means you have time now to get involved…

The catch?

You need to own this company now - before the company’s production is made public.

Click here to get the full briefing before it’s too late.

Best,

Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio

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Exclusive Story

TSMC's Strong Guidance Supports the Stock's Hot Start to 2026

Author: Leo Miller. Published: 1/15/2026.

In Brief

TSMC shares are already winning in 2026, posting very significant gains just weeks into the year.
The company received good news from the U.S. government, which will aid its operations in China.
Its latest earnings also impressed, with the firm providing strong guidance for 2026 and beyond.

After a fantastic 2025, shares of Taiwan Semiconductor Manufacturing (NYSE: TSM) aren’t looking back to start the new year. Following a 55% return last year, TSMC shares are already up more than 12% in 2026. Two key developments are helping the stock move higher: export-control news and the company’s earnings. These items support the bullish outlook on TSMC and reinforce its position as one of the best ways to play the artificial intelligence investment theme. All data is as of the Jan. 15 close unless otherwise indicated.

United States Supports TSMC’s Mature Node Operations in China

To start the year, reports emerged that the U.S. government granted a key license to TSMC that supports its operations in China. The U.S. will allow the company to import domestically made chip-manufacturing equipment to its plant in Nanjing.

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That permission lets TSMC continue running the Nanjing facility without interruptions or production delays. On Jan. 2, shares rose by more than 5% after the news, which was announced after markets closed on Jan. 1.

The Jan. 2 move likely wasn’t driven solely by the export-license news. Nanjing accounts for a relatively small share of TSMC’s revenue (about 2.4% of total revenue in 2024), so the direct financial impact is limited.

Instead, the stock’s strength that day is better understood in the context of the broader semiconductor sector, which traded higher overall. One popular chip ETF, the iShares Semiconductor ETF (NASDAQ: SOXX), rose almost 4.2% that day. The export news was effectively a cherry on top that helped TSMC outperform its peers.

TSMC Posts Earnings Beats, Guidance Shines

More consequential news arrived on Jan. 15. Shares rose about 4.4% as markets reacted to the company’s Q4 2025 earnings report. TSMC reported revenue of $33.7 billion, a 25.5% increase that topped estimates of $31.9 billion (about 18.7% growth).

TSMC’s bottom-line results were even stronger. The company generated diluted earnings per American Depositary Receipt (ADR) of $3.14, up 40% year over year and well above consensus of roughly $2.82 (about 26% growth).

But the most notable part of the report was the forward guidance. In U.S. dollar terms, TSMC now forecasts full-year revenue growth of “close to 30%” for 2026.

That implies only a modest deceleration from 2025, when full-year sales rose 31.6%—better than many investors feared.

The company also raised its long-term outlook. Over the five-year period beginning in 2024, TSMC expects U.S. dollar revenue to grow at a compound annual growth rate (CAGR) near 25%—up from its prior long-term guidance of 20%. For revenue from AI accelerators specifically, TSMC now projects a “mid-to-high 50% CAGR” from 2024 to 2029, versus a previous mid-40% CAGR estimate.

TSMC’s capital-expenditure guidance further supports the bullish case. At the midpoint, the company expects to spend $54 billion in CapEx for 2026, roughly a 32% increase over 2025’s $40.9 billion. Companies typically only commit to sizable CapEx increases when they are confident in sustained demand, since those investments take years to pay off. TSMC clearly sees significant opportunities ahead in megatrends such as 5G, AI and high-performance computing (HPC).

The company does caution that depreciation expense should rise materially in 2026, and that the expanding scale of overseas operations could compress gross margin by 2 to 4 percentage points over coming years. Those trade-offs appear acceptable to support the robust demand TSMC expects.

Updated Price Target Projects Significant Gains Ahead for TSMC

Overall, TSMC continues to demonstrate why it is a cornerstone of the semiconductor and AI investment theme. The company keeps outperforming and raising its forecasts, which supports a bullish stance on the stock. The consensus price target of $365 implies about 7% upside from current levels. After the results, analysts at Needham raised their target from $360 to $410, implying roughly 20% upside.

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From Our Partners: Four Years of Nvidia Gains… in 24 Hours? (From Brownstone Research)

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Friday, January 30, 2026

Frontrunning the news with this gold stock