A message from Golden Portfolio 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
Bonus Content from MarketBeat AI Power Crunch: Why Bloom Energy Is the Hidden WinnerReported by Jeffrey Neal Johnson. Date Posted: 2/11/2026. 
Key Takeaways - Bloom Energy offers data centers a rapid power solution and efficient architecture that successfully bypasses traditional utility grid delays.
- Strategic partnerships with major asset managers and utilities have validated the technology and secured a massive backlog of future product orders.
- The company has achieved operating profitability while favorable government legislation provides long-term certainty for tax credits and expansion.
For the past two years, the stock market has been focused on the brains of the artificial intelligence (AI) revolution. Investors poured billions into companies developing advanced chips and large language models, driving valuations to historic highs. While the market concentrated on computing power, a massive physical bottleneck quietly emerged that now threatens to derail the industry: a shortage of reliable electricity. The United States' electrical grid is aging, congested, and struggling to meet modern demand. In major data center hubs like Northern Virginia and Silicon Valley, interconnection queues (the waiting list to connect new commercial facilities to the power grid) now stretch three to five years. Those delays are catastrophic for technology giants. Three Nobel Prize Winners expose this once-in-a-generation wealth shift:
"Don't Say I Didn't Warn You"
Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it's all about to change. Don't be left behind. Click here now. These companies must bring billions of dollars' worth of AI chips online quickly to remain competitive. AI data centers require massive, continuous, reliable power, and the traditional utility model is not keeping up. Enter Bloom Energy (NYSE: BE). Once viewed primarily as a speculative bet on a future hydrogen economy, Bloom has pivoted to address this immediate crisis. It is no longer just a clean energy company; it is an infrastructure provider offering rapid time-to-power solutions that can bypass the utility grid entirely. Wall Street is taking notice. The stock has risen approximately 489% over the last year, as investors recognize Bloom provides the physical heartbeat required to keep the AI revolution running. The company's recent fourth-quarter earnings validated that momentum, reporting earnings per share (EPS) of $0.45 versus analyst expectations of $0.25. The Competitive Moat: Speed and Physics The primary reason Bloom is winning contracts over traditional utilities is one clear advantage: speed. In the high-stakes world of AI, time is money. Every month a data center sits idle waiting for a power connection represents millions of dollars in lost revenue and market share. Traditional utilities often require years to upgrade transmission lines and substations to support a new hyperscale facility. Bloom offers a workaround: by installing its solid-oxide fuel cells on-site, it effectively turns a data center into an independent power plant. During the recent earnings call, CEO KR Sridhar said the company deployed a hyperscale AI factory order in just 55 days. That contrasts sharply with Bloom's typical 90-day commitment and the multi-year delays common with grid connections. Beyond speed, Bloom has an engineering advantage rooted in physics. The traditional electrical grid delivers power as Alternating Current (AC), while servers and chips operate on Direct Current (DC). Connecting a data center to the grid requires heavy, expensive, and inefficient equipment to convert AC to DC, which wastes energy as heat and increases cooling needs. Bloom's Energy Servers generate electricity natively in DC. Its new 800-volt DC architecture allows fuel cells to connect directly to AI server racks, eliminating multiple conversion steps and removing the need for massive transformers and rectifiers. The result is a more energy-efficient system that produces less waste heat and occupies a smaller footprint—an important advantage where floor space is premium real estate. Institutional Validation: The $20 Billion Backlog The transition from niche energy product to essential infrastructure is reflected in the caliber of contracts Bloom is signing. The technology is being deployed at industrial scale by some of the largest capital allocators in the world. In late 2025, Bloom announced a strategic partnership with Brookfield Asset Management. Brookfield established a $5 billion financing framework to deploy Bloom's fuel cells, a vote of confidence that validates the asset class and gives Bloom a funded pathway to scale. Crucially, this arrangement lets Bloom deploy units without funding every project from its own balance sheet, preserving capital for manufacturing expansion. Utilities are also recognizing they cannot meet demand alone. American Electric Power (NASDAQ: AEP), one of the largest U.S. utilities, signed a supply agreement for up to 1 gigawatt (GW) of solid-oxide fuel cells. That deal signals a shift in utility thinking: rather than viewing on-site generation as competition, major utilities are partnering with Bloom to relieve capacity constraints. Further validation comes from the tech sector. Bloom's collaboration with Oracle (NYSE: ORCL) to power AI data centers included warrants for Oracle to purchase more than 3.5 million shares of Bloom stock, aligning a major customer's financial interests with Bloom's success. These strategic wins helped push Bloom's product backlog to roughly $6 billion—a 140% year-over-year increase. When combined with long-term service agreements, the total backlog is about $20 billion, providing strong visibility into future revenue. Growth, Guidance, and Government Support The financial data backs the bullish case. Bloom finished fiscal year 2025 (FY2025) with record revenue of $2.02 billion, a 37% increase year over year. Management projects FY2026 revenue between $3.1 billion and $3.3 billion—growth exceeding 50% if achieved. Importantly, Bloom has moved toward profitability. For FY2025 the company reported non-GAAP operating income of $221 million, a distinction compared with many peers in the clean-energy sector, such as Plug Power (NASDAQ: PLUG), which still faces substantial cash burn and negative margins. Bloom has demonstrated it can expand its top line while exercising fiscal discipline. Investors also benefit from a steadier policy backdrop. The One Big Beautiful Bill Act (OBBBA), passed in 2025, reinstated a 30% Investment Tax Credit (ITC) for fuel cells. The credit applies regardless of fuel source, so customers using natural gas today or transitioning to hydrogen later qualify. The credit is available for projects that begin construction through the end of 2033, creating a long-term floor for customer returns and enabling large, multi-year contracts with less policy risk. Scaling for the Future: A Derivative AI Trade Bloom has effectively repositioned itself from a volatile clean-energy name to a derivative play on the AI infrastructure boom. The company faces the operational challenge of doubling its Fremont, California, manufacturing capacity to 2 GW by the end of 2026, but it finished 2025 with a strong balance sheet containing about $2.5 billion in cash. Bloom also benefits from a recurring revenue model: every product sold carries a 100% attachment rate for long-term service contracts. As the installed base grows, so does a steady stream of high-margin service revenue, creating a compounding financial foundation. For investors seeking exposure to the AI boom without paying premium valuations for chip manufacturers, Bloom Energy offers an attractive alternative. It supplies the essential physical infrastructure needed to keep the digital revolution running. As long as data centers require power faster than the grid can provide, Bloom is well positioned to grow.
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