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
Radioactive Returns: Geopolitics and AI Fuel a Nuclear Supercycle
By Jeffrey Neal Johnson. Originally Published: 2/24/2026.
Key Points
- Vistra Corp. capitalizes on the urgent demand for clean baseload power by signing significant long-term agreements to support massive data center operations.
- Cameco Corporation expands its influence in the nuclear fuel cycle through high-grade mining assets and strategic partnerships for new reactor deployment.
- Growing global demand for secure, reliable energy infrastructure supports a sustained bullish trend for established upstream and downstream nuclear companies.
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Recent diplomatic reports indicate that Russia is actively marketing and offering nuclear power infrastructure to nations such as Serbia. While this may read as standard international trade on the surface, it signals a deepening fracture in the global energy market. Energy infrastructure has become a geopolitical chess piece, forcing the United States and its allies to rethink how they secure their power grids.
For decades, the West relied on globalized supply chains to meet its energy needs. Russia's aggressive moves are now pushing Western nations toward onshoring, prioritizing domestic energy independence and security. In 2026, energy security is synonymous with national security.
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At the same time, a second — perhaps even more powerful — force is reshaping the electricity market: artificial intelligence (AI). Data centers — the massive physical warehouses that power the internet, cloud computing, and AI models — are consuming electricity at rates never seen before. Unlike a factory that might shut down at 5:00 PM, data centers require baseload power: energy that flows reliably 24 hours a day, seven days a week, regardless of the weather.
While renewables like wind and solar are vital to the energy mix, they are intermittent; the sun does not always shine, and the wind does not always blow. Nuclear energy remains the only scalable, carbon-free source capable of providing the massive, constant reliability that Big Tech requires. The convergence of national security concerns and technological demand is creating a perfect storm for established Western nuclear operators.
The Downstream Powerhouse: Vistra Corp.
Vistra Corp. (NYSE: VST) represents the downstream opportunity in this sector. As an integrated power company, Vistra generates and sells the actual electricity that powers the grid and the data centers attached to it.
To understand the investment case for Vistra, investors must grasp the company's economic moat. Building a new nuclear plant in the United States is an extraordinarily long and expensive process, often taking more than a decade to clear regulatory hurdles and complete construction. That timeline gives Vistra a durable advantage. The company already owns the second-largest competitive nuclear fleet in the country. Because these assets are licensed, operational, and connected to the grid today, they are scarce and highly valuable in a power-hungry world.
The 2,600 MW Signal
The theoretical value of Vistra's fleet became concrete on January 9, 2026, when the company announced a landmark agreement with Meta Platforms. This 20-year Power Purchase Agreement (PPA) involves supplying more than 2,600 megawatts (MW) of capacity to the tech giant.
Crucially, the deal includes uprates. An uprate is an efficiency improvement that allows an existing plant to generate more power without building a new reactor from scratch. It is the most cost-effective way to add capacity. The agreement demonstrates that major technology companies are willing to pay a premium to secure reliable, carbon-free nuclear energy to support their AI ambitions.
Earnings Watch: Q4 Forecast
Investors are watching Vistra as it prepares to report its fourth-quarter 2025 earnings on Thursday, Feb. 26, 2026. Expectations are high, reflecting the company's strong positioning.
- Earnings Per Share (EPS): Consensus estimates are around $2.51, representing a year-over-year increase of roughly 120%.
- Revenue: Analysts project revenue of $5.34 billion.
Beyond the earnings print, Vistra has been aggressive in returning capital to shareholders — a key metric for long-term investors. Since November 2021, the company has repurchased approximately 30% of its outstanding shares. By reducing the number of shares available, the company increases the value of each remaining share. Additionally, the company recently declared a quarterly dividend of roughly $0.23 per share, rewarding investors for holding the stock.
Currently trading around $167, the stock has consolidated after a strong run. This pause suggests the market is waiting for the upcoming earnings report to confirm the company's growth trajectory before making its next move.
The Upstream Titan: Cameco Corporation
While Vistra generates the power, Cameco Corporation (NYSE: CCJ) provides the essential fuel and technology required to create it. Cameco represents the upstream investment opportunity.
As Western utilities move away from Russian fuel services due to the geopolitical risks noted above, they are signing long-term contracts with suppliers in safer, more stable jurisdictions. Cameco operates top-tier mines in Canada, including McArthur River and Cigar Lake — among the highest-grade uranium mines in the world — positioning the company as a primary beneficiary of this supply-chain shift.
The $80 Billion Backstop
Cameco is no longer just a mining company; it has evolved into a nuclear technology and infrastructure firm. In October 2025, a strategic partnership was announced involving Cameco, Brookfield, Westinghouse, and the U.S. Department of Commerce. This collaboration targets the deployment of $80 billion in new Westinghouse AP1000 reactors.
The partnership is significant because it effectively aligns financial and diplomatic support — including U.S. government backing — behind the expansion of Western nuclear infrastructure and Cameco's role in it.
The Contract Fortress: 230 Million Pounds
Cameco reported strong fourth-quarter results on Feb. 13, 2026, demonstrating operational resilience. The company posted EPS of $0.36, beating analyst estimates of $0.29, and revenue of roughly $875 million, surpassing expectations.
Perhaps most important for risk-averse investors, Cameco currently has about 230 million pounds of uranium committed under long-term contracts. That robust contract book acts as a fortress, shielding the company from short-term spot-price volatility while guaranteeing future revenue streams. Following the earnings beat, GLJ Research reiterated a Buy rating and raised its price target from $100.00 to $171.20, signaling strong confidence in the company's trajectory.
The Nuclear Renaissance: Two Paths, One Destination
Vistra Corp. and Cameco Corporation offer investors two distinct but complementary ways to participate in the nuclear energy resurgence. Vistra provides exposure to immediate cash flows from selling power to AI data centers and the electric grid. Cameco provides exposure to rising uranium prices and the long-term construction of new reactor infrastructure.
With the uranium spot price holding near $89 per pound and political winds blowing firmly in favor of domestic energy security, the sector appears to be in a structural bull market. In a world driven by algorithms and defined by geopolitical borders, nuclear energy has moved from a contrarian trade to a cornerstone of modern infrastructure portfolios.
Tesla's P/E Is Near a 5-Year High—Buy Signal or Panic Signal?
By Sam Quirke. Originally Published: 2/24/2026.
Key Points
- Tesla’s P/E ratio is close to its highest level since 2021, even as shares are down nearly 20% from December’s peak.
- The multiple expansion has been driven more by last year’s rally than by any real earnings strength, heaping the pressure on Tesla to execute flawlessly.
- Analysts remain sharply divided on whether this is an opportunity or a warning sign, with price targets ranging from $215 to $550.
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Despite rallying as much as 130% last year, Tesla Inc (NASDAQ: TSLA) has had a weak start to 2026. With shares near $400, they're down almost 20% from December's all-time high. That decline might look like a buying opportunity, but the stock's price-to-earnings (P/E) ratio remains frothy at roughly 371; before the pullback it topped 400.
Two years ago, that multiple was closer to the mid-40s. That dramatic valuation jump has attracted more than a few questions, especially because Tesla's earnings have been hit and miss in recent quarters. That context makes the current setup unusually sensitive. The key question is whether this stretched multiple is a bullish signal or a major warning sign.
Why It Could Be a Buy Signal
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High P/E ratios alone don't automatically mean overvaluation. In Tesla's case, the multiple expansion could reflect a shift in how the market values the company rather than the share price simply getting ahead of earnings.
As MarketBeat recently highlighted, investors are increasingly pricing Tesla not just as a carmaker.
Instead, many now view Tesla as an AI and robotics platform. The "Amazing Abundance" mission announced by CEO Elon Musk earlier this year—centered on autonomy and the Optimus humanoid robot—has reframed expectations.
The thinking is that if Tesla can transition from an electric-vehicle leader to a scalable robotics manufacturer producing millions of units annually, its addressable market would expand dramatically.
Under that scenario, recent earnings matter less; the current P/E must be viewed as a reflection of anticipated future growth rather than trailing car sales.
Why It Could Be a Panic Signal
The flip side is equally compelling: a P/E near 400 leaves almost no margin for error, so Tesla's execution needs to be near-perfect. That's a concern because recent performance hasn't inspired full confidence—much of last year's surge occurred even as earnings missed expectations, meaning the stock ran well ahead of actual results.
Layer on the narrative shift and investors must believe not only that Tesla will dominate EVs over the long term, but also that it can execute a flawless pivot into autonomy and robotics at scale. Analyst conviction is deeply divided, and the wide spread between bullish and bearish price targets underscores how split the market remains.
For example, Phillip Securities recently rated Tesla a Sell with a price target near $215, while Tigress Financial rated it a Buy with a target around $550. Barclays sits in the middle with a Neutral view. For a mega-cap, that disparity is extraordinary, if somewhat understandable.
Practically, it means plenty of skeptics are watching. Any slip in deliveries, autonomy timelines, or robotics progress could turn that triple-digit multiple into a significant liability.
What the Chart Says
Technically, the stock is in a delicate position. Shares are down nearly 20% from December's high but still sit above key support near $385 established last quarter. The recent pullback has eased some valuation pressure, but it also tests the longer-term uptrend from last year.
If the stock stabilizes at current levels and begins forming higher lows, it would signal that buyers are backing Tesla's Amazing Abundance mission. If shares break decisively below $400, P/E compression could accelerate — sentiment can turn quickly for stocks with elevated valuations.
Weighing the Opportunity
For bulls, the opportunity is straightforward: if you believe in Tesla's AI and robotics pivot, the pullback is a chance to buy below recent highs, with the elevated multiple reflecting long-term potential rather than near-term excess.
For skeptics, that same multiple is a warning that forward optimism is largely priced in and that any disappointment could rapidly unwind gains.
Ultimately, while the narrative may be new, the tension it creates is familiar for Tesla. Investors have long balanced the company's ambitious long-term vision against near-term execution risk—and the stock has often thrived in that friction. Whether it will again depends on execution, timing, and how patient the market remains.
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