 Warren Buffett is sitting on $325 billion in cash – his largest hoard ever. Not because he wants to – but because he can’t find value in the usual places. Now, as US government spending spirals out of control, Buffett knows he’s losing billions of dollars to inflation. That’s why I predict Buffett’s next investment will catch millions of people off guard. It’s not another bank… railroad company… or more shares of Apple. It’s a gold company. How do I know? Because the math doesn’t lie: You can buy the average gold developer for $30 and get back $13 a year — That’s a 43% ROI annually. Over 10 years, that’s $130 on a $30 investment. Tell me where else Buffett can get that. But there’s one specific miner Buffett likes best: - It’s the best-managed major gold miner in the industry…
- Has massive cash flow…
- Is trading at a deep discount to fair value…
- Positioned at the heart of Trump’s new mining push…
Don’t wait for Buffett to reveal his position in his 13F filing on February 17th… Right now, you have the chance to front-run the greatest investor of all time. Go here and I’ll give you the name and ticker – along with details on my top four small miners. To your wealth, Garrett Goggin, CFA, CMT
Chief Analyst & Founder, Golden Portfolio P.S. A lot of investors write in to tell me how much they’ve made in Bitcoin. My reply? Good for you. First off, gold investing is cyclical. You really only want to own gold at one specific time in the cycle. That time is now. Second, the world’s governments are not buying Bitcoin. They’re betting on gold. All of them. Bitcoin (does anyone really know for sure the US government didn’t create it?) will be a good bet… until it isn’t. It may end up doing great. Or it may be eclipsed by any number of tech developments. Meanwhile, gold will continue to do what it’s done for almost 6,000 years of recorded human history: Protect wealth through chaos. Go here if you want the name and ticker of Buffett’s likely gold play… and details on my top four miners
This Month's Bonus Article AMD's Post-Earnings Dip Looks Like the Buying Window Bulls WantedAuthored by Thomas Hughes. Originally Published: 2/4/2026. 
Key Takeaways- AMD’s post-earnings dip reflects “whisper number” disappointment, not weak fundamentals, as results and guidance still topped consensus.
- The next major catalyst is Helios rack-scale and MI450 execution later this year, which could unlock the growth the market is waiting for.
- Analyst sentiment stayed constructive, and the stock appears to be consolidating above key support with meaningful upside if data center momentum re-accelerates.
Advanced Micro Devices' (NASDAQ: AMD) share price dipped more than 5% after its Q4 2025 earnings report, creating what looks like a compelling buying opportunity because the company missed the analysts' most optimistic forecasts. Although results beat consensus, whisper numbers (unofficial forecasts) were pricing in gains that aren't expected until later this year, exposing a gap between market expectations and what was communicated. While MI450 and Helios' rack-scale solutions were mentioned, the details were more understated than robust market expectations, leaving many retail traders wanting more. Analysts—representing smart-money investors—reacted differently. The initial revisions tracked by MarketBeat included numerous reaffirmations of ratings and price targets, along with a few increases focused on the company's longer-term prospects. The outlook hinges on the launch of Helios' rack-scale solutions in the back half of the fiscal year, which analysts expect will drive a notable acceleration in growth. Trump's Next Export Ban Could Reshape the Global Economy
It's not semiconductors, AI chips or quantum computers. But none of those technologies can exist without it. On January 19th, 2026, Trump is expected to ban exports of something every tech company desperately needs—forcing them all to relocate to U.S. soil. See what he's about to ban here… CEO Lisa Su has said the data-center business could grow to "tens of billions" annually (a conservative estimate based on demand trends and NVIDIA (NASDAQ: NVDA) results), which could underpin much stronger revenue gains than the company's current guidance for high-double-digit growth. The catalyst that could lift AMD shares further remains ahead, and its potential impact on the market grows as product ramps progress. Most analyst targets sit between $280 and $300, implying roughly 40%–50% upside from the key support level and the possibility of reaching a new all-time high. A move to fresh highs would be a bullish signal and could open the door to the high end of the target range near $380—nearly a 100% gain from current levels. 
Advanced Micro Devices' Blowout Quarter and Guidance Drive ValueAdvanced Micro Devices delivered a blowout quarter, with revenue up nearly 34% to $10.3 billion, beating expectations by more than 650 basis points. The Datacenter segment led the strength with 39% growth, although all segments expanded. Embedded was the weakest area, growing at a low single-digit rate, but it is expected to improve as the year progresses. Client & Gaming also posted robust growth in the high 30s. Within Datacenter, both GPU and CPU sales were strong, supporting the segment's performance. The margin picture is even more impressive. Revenue leverage and operational execution drove margin expansion, producing record operating income, net income, and free cash flow alongside record revenue. Key metrics included $1.53 in adjusted EPS—up about 40% year-over-year—and free cash flow of $2.1 billion; adjusted EPS also beat forecasts by more than 1,500 basis points. Q1 2026 guidance is consistent with Q4's strength: it sits well above forecasts but didn't fully satisfy the market's loftier expectations. The company expects a seasonally driven slowdown to roughly 32% year-over-year growth—about 420 basis points above consensus—with earnings tracking similarly. Management reiterated that the Helios and MI450 ramps are still expected in the second half of the year, with production ramping by Q3. Early shipments will focus on rack-scale deployments, including customers such as OpenAI and Oracle (NYSE: ORCL). Advanced Micro Devices Consolidates for Next MoveAMD's price action has been volatile since Q3 2025, but the technical picture shows consolidation above former resistance that has become support, setting the stage for the next meaningful move. That move is likely to materialize later in the year as MI450-related news accelerates; the primary uncertainty is how much further downside could occur in the first half. Based on analyst sentiment and institutional ownership trends, a drop below critical support near $200 appears unlikely.
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