Berkshire Hathaway has unloaded two-thirds of its entire stock portfolio.
That's a staggering $184 billion in stocks sold off. The last time Buffett made a move this dramatic, his firm quietly pocketed as much as $250 million on a single gold trade.
My research confirms that both "the Warren Buffett of Canada" and a personal friend of the legendary "Oracle of Omaha" own more than $50 million worth of an investment I call Canadian Gold.
And I believe they own it for good reason.
Canadian Gold has crushed ordinary gold, silver, the NASDAQ, and the S&P 500 by a wide margin since its inception… and right now it's available at a 94% discount to the price of physical gold.
But it may not remain under the radar for much longer.
The price could soar after a public announcement scheduled for May 6th.
Click here for the full story.
Good Investing,
Porter Stansberry
Why Meta's "Bellwether" Legal Loss Could Open up a Can of Worms
Authored by Leo Miller. Date Posted: 4/4/2026.
Key Points
- Meta Platforms made headlines after courts in New Mexico and California issued legal rulings against the company.
- Despite paying damages in California that are a rounding error compared to Meta's financials, the case introduces real risk ahead.
- Still, Morgan Stanley remains confident in the stock, naming Meta a "top pick."
- Special Report: Elon Musk: This Could Turn $100 into $100,000
The legal system just sent a shockwave through shares of Magnificent Seven member Meta Platforms (NASDAQ: META). The company lost two cases — one in New Mexico and another in California — and shares fell sharply on both verdicts.
For a company of Meta’s size, the nearly $400 million in damages it faces is manageable. But markets are worried about the longer-term implications of these rulings.
You Can Invest in the "ChatGPT of Marketing" at $0.91 a Share - Limited Window Before It Goes Public (Ad)
Fortune 1000 brands are signing seven-figure contracts and investors have taken notice.
Since acquiring its core AI engine in 2021, RAD Intel's valuation has grown from $10M to $220M+, a 22x increase reinforced by recurring seven-figure Fortune 1000 contracts delivering 3 to 4X ROI.
Now, structured as a holding company through its Artificial Intelligence Buyout strategy, RAD deploys that same AI foundation across multiple operating businesses, turning one AI asset into a compounding value platform.
Shares are currently available at $0.91 – April 30 is the final date to get in.Meta’s legal setbacks should not be dismissed. They could lead to substantial additional liability, and the negative sentiment from continued losses could further pressure the stock at a time when many investors are already uneasy about large AI capital expenditures across Big Tech.
“Bellwether” California Case Tanks Meta Stock
New Mexico ordered Meta to pay $375 million in civil penalties, finding the company liable for “misleading consumers about the safety of its platforms and endangering children.” Meanwhile, a California jury found Meta and Google parent company Alphabet (NASDAQ: GOOGL) liable in a social media addiction case, awarding $6 million in damages. Meta is responsible for about 70% of that award, or roughly $4.2 million.
Despite the larger payment in the New Mexico case, markets appear much more concerned about the precedent set in California.
The day after the California verdict, Meta shares dropped nearly 8%, compared with about a 2% decline following the New Mexico verdict.
Experts call the California ruling a "bellwether." NPR notes that it is the first time a jury has found social media apps should be treated as defective products for being engineered to exploit the developing brains of children and teenagers.
Billions of Penalties and Fees Could Follow, Damaging Already Weak Sentiment
Because the case uses a novel legal theory, it could open the door to thousands of similar suits. There are roughly 2,000 pending cases that rely on legal interpretations like those used in California.
Theoretically, if Meta lost 2,000 cases and paid about $4.2 million in each, the firm would face roughly $8.4 billion in damages — roughly 18% of the $46.1 billion in free cash flow the company generated in 2025. That figure does not include the substantial legal fees Meta could incur defending itself, nor the possibility of additional suits being filed.
Meta expects to spend between $115 billion and $135 billion on capital expenditures in 2026 to support its AI initiatives. With that level of spending putting pressure on free cash flow, any multi-billion-dollar legal losses would be unwelcome.
Investors will have to wait to see whether future cases replicate the California verdict. Meta plans to appeal both rulings, and a successful appeal could blunt the precedent and provide a defense against pending and potential cases.
An even greater threat is that these rulings could prompt Congress to reevaluate Section 230 immunity, which has long shielded platforms from certain types of liability for user-posted content. Legislators from both parties have proposed measures — including a bill to sunset Section 230 — that would expose companies like Meta and Google to much higher legal risk if enacted. However, the legal theory used in the California case was crafted specifically to circumvent Section 230 protections rather than to directly overturn them.
Amid the Chaos, Morgan Stanley Names Meta a Top Pick
MarketBeat has tracked one Wall Street analyst price-target update since these cases concluded. Brian Nowak of Morgan Stanley cut his Meta price target by 6% to $775, a reduction roughly in line with the stock's decline.
Despite the cut, Nowak named Meta his latest “top pick”, arguing sentiment had reached a trough. Meta shares have recovered from recent lows near $525, aided in part by Nowak’s call and by broader market strength as expectations grew that the conflict in Iran might ease. Nowak’s target implies more than 30% upside from current levels.
Meta now trades at a forward price-to-earnings ratio near 22x, slightly below its three-year average of 23x. This valuation comes even as the company is forecasting a roughly 30% sales increase next quarter — its fastest growth rate in years, according to Meta.
Greater uncertainty now surrounds Meta Platforms' stock, complicating the outlook. The company will have an opportunity to address investor concerns in its next earnings report, slated for the end of April — a key moment to reassess the firm's trajectory.
USA Rare Earth: As Losses Rise, Operational Progress Matters More
Authored by Leo Miller. Date Posted: 4/1/2026.
Key Points
- As China wields massive control over the rare earth elements market, USA Rare Earth is working to bolster America's supply chain.
- The small company has ambitious goals, targeting over $2.5 billion in revenue by 2030.
- Despite widening losses, the firm's progress on operational and funding efforts is far more important long-term.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
USA Rare Earth (NASDAQ: USAR) is a small company working to solve a big problem: the United States' reliance on China for rare earth elements (REEs). Currently, mining company MP Materials (NYSE: MP) is the only U.S. firm producing and processing REEs at scale and the only U.S. company making permanent magnets, the critical products manufactured using REEs.
Excitement around REE companies helped USA Rare Earth’s shares rise roughly 150% over the past 52 weeks. However, the basic materials stock is among the most volatile in the market and remains more than 50% below its highs.
$2.8 billion in the ground. A $6 stock. (Ad)
There's a company sitting on a deposit independently valued at $2.8 billion - currently trading at a market cap of roughly $700 million. That's a 4-to-1 disconnect.
The Pentagon has already invested. Lockheed's Skunk Works signed a research partnership, and the EXIM Bank is processing up to $800 million in financing. A federal deadline of July 13, 2026 is forcing the issue.
The stock is still trading under $6.
Check the valuation math and get the ticker nowIn its recent earnings report, adjusted loss per share widened from $0.15 to $0.19, causing the firm to miss estimates by a notable margin. For an early-stage company like USAR, however, near-term revenue and earnings don’t tell the whole story.
USAR’s primary goal is to become a fully integrated mine-to-magnet producer in the United States. Reviewing the progress the firm has made toward that goal helps investors understand the potential path forward.
Why Building up REE Magnets Is a Strategic Priority for the U.S. Government
The U.S. government views REEs — and the permanent magnets made from them — as critical to economic and national security. Technologies ranging from consumer electronics and electric vehicles to clean energy infrastructure and defense systems depend on those magnets.
China currently dominates this industry and has used that influence to affect prices and exert geopolitical leverage. Overall, China controls around 60% of worldwide REE mines, 90% of processing, and 94% of permanent magnet production.
That concentration is one reason the U.S. Department of Defense invested $400 million in MP Materials and guaranteed MP a $110/kg price floor on Neodymium-Praseodymium (NdPr) oxide. Producers refine REEs to create NdPr oxide, which is then used to make magnets. In September 2025, that price floor was 86% higher than the market price MP received, underscoring strong government support for domestic production. With that context, here’s how USAR’s strategy is progressing.
USAR’s Site Development and Funding Gain Steam
USAR highlighted several developments in its earnings release that indicate forward movement. The company’s Round Top deposit in Texas is its most valuable asset, containing a significant concentration of REEs. Notably, USAR is now targeting commissioning and commercial production at Round Top in late 2028, two years ahead of its previous schedule.
The firm acquired Less Common Metals (LCM) in November 2025, which supports important manufacturing steps for eventual magnet production. The acquisition also generated revenue after USAR had no sales in 2024, because LCM had existing customer relationships.
Sales from LCM were still modest at $1.64 million. Given the late-November acquisition, those figures likely reflect only about a month of revenue, so 2026 sales should be meaningfully larger. More important for USAR’s long-term prospects is LCM’s role in enabling a mine-to-magnet supply chain rather than its near-term revenue contribution.
USAR has also commissioned its Stillwater magnet production site in Oklahoma and expects this facility to allow it to begin fulfilling customer orders for permanent magnets in Q2 2026.
Funding is another positive for the company. USAR generated gross proceeds of $1.5 billion from a private stock offering and expects to sign an agreement with the Department of Commerce in April to access an additional $1.6 billion in funding. Most of the Department of Commerce support would be provided in the form of loans, not direct grants.
Combined with $360 million in cash and equivalents and proposed support from the French government, that could bring total funding close to $3.5 billion — putting USAR within reach of the roughly $4.1 billion estimated to complete its mine-to-magnet plan.
USAR: High Upside Potential With Substantial Risks
USAR is targeting $2.6 billion in revenue in 2030 and $900 million in free cash flow. With a market capitalization near $3.3 billion today, a successful execution of that plan would make the current valuation look attractive. But the plan faces significant risks.
The Department of Commerce funding is not guaranteed; if that deal falls through, a large financing gap would remain. Project costs could exceed current estimates, and construction or mining setbacks could cause material delays to large-scale revenue generation.
Still, diversifying the REE supply chain remains a strategic priority for the U.S., which benefits companies pursuing domestic magnet production. USAR’s Round Top deposit is particularly rich in heavy REEs — the elements that advanced technologies increasingly require and that typically command much higher prices than the light REEs MP focuses on.
Overall, USAR is a high-risk, high-reward investment. Prospective investors should have significant conviction in the company’s plan and tolerance for execution risk before considering a position.
This email content is a paid advertisement from Porter & Company, a third-party advertiser of InsiderTrades.com and MarketBeat.
If you need help with your account, please don't hesitate to contact our U.S. based support team at contact@marketbeat.com.
If you no longer wish to receive email from InsiderTrades.com, you can unsubscribe.
© 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 North Reid Place #620, Sioux Falls, S.D. 57103-7078. USA..
