RJ Hamster
Buffett’s $325B Cash Hoard: Gold Next?
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| A message from our friends at Golden PortfolioWarren 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 PortfolioP.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 minersExclusive ArticleMonolithic Power Systems Is Surging—Has Valuation Caught Up?Author: Leo Miller. Article Posted: 2/10/2026. At a GlanceWhile other top chip stocks have lagged over recent months, Monolithic Power Systems continues to come through for investors.The company is now firing on all cylinders, having seen strong growth across all end markets last quarter.However, when it comes to achieving further upside, what is the outlook for MPWR shares?Over the past three months, some of the biggest names in the semiconductor industry have stalled. NVIDIA (NASDAQ: NVDA) is up just 1% over that period, Broadcom (NASDAQ: AVGO)is down 1%, and Advanced Micro Devices (NASDAQ: AMD) has fallen more than 7%.That hasn’t been the case for the supercharged chip stock Monolithic Power Systems (NASDAQ: MPWR). The stock has returned 26% over the past three months and about 69% over the past 52 weeks.New gold price target (Ad)Gold Above $5,000 per Ounce in 2026! Here’s How to Play It… With so many strange events happening across the economy (consumer confidence plummeting, credit-card delinquencies soaring, and more), it’s no wonder the richest investors are loading up on gold. But what you might not realize is that there’s a much better way to profit from rising gold prices – WITHOUT ever touching an ETF, mining stock, or even bullion.Get the full details here.Monolithic posted its latest financial results on Feb. 5, which helped validate the stock’s sharp run higher.After such a big move, is there still a compelling opportunity in MPWR shares?MPWR Gets a Lift After Rock-Solid Earnings ReportIn Q4 2025, Monolithic reported revenue of $751 million, up 21% year over year. That comfortably exceeded estimates near $742 million (about 19% growth). Adjusted earnings per share rose 17% to $4.79, beating estimates of $4.74 (roughly 16% growth).Monolithic’s full-year performance was strong. Revenue grew more than 26% — the company’s fastest expansion since 2022 — and operating margin improved by 60 basis points to 35.2%. Sales in five of the company’s six end markets increased by 25% or more; enterprise data was the lone exception, with sales down 2%. By Q4, every end market was posting at least 15% year-over-year growth.In 2025, three end markets each accounted for at least 20% of total revenue, underscoring Monolithic’s diversified customer base. Investors rewarded the results: shares rose 6.4% the day after the Feb. 5 release.Monolithic Raises Data Center Forecasts, Sends 800 VDC SamplesLooking ahead, Monolithic expects revenue to increase by more than 22% at the midpoint of its Q1 2026 guidance, well above consensus that had called for roughly 16% growth. The company says demand is robust — its book-to-bill ratio was “well in excess of one” last quarter.That suggests Monolithic received more orders than it shipped, and its backlog now extends into Q3 2026. The enterprise data segment, which includes data-center business, is particularly strong: Monolithic raised its 2026 sales growth outlook for that market from 30–40% to a new floor of 50%.Further out, Monolithic is positioning for an even larger opportunity in 800-volt direct-current (VDC) data-center architecture, an emerging power-delivery approach that NVIDIA is promoting.The company says it was first to ship product samples for 800 VDC applications as it competes for that business. Revenue from 800 VDC is unlikely to be meaningful until late 2027 or beyond, but the update demonstrates Monolithic’s technical readiness to pursue high-value deals.Monolithic: Strong Execution, Premium ValuationThere’s a lot to like about Monolithic Power Systems: strong revenue growth, expanding margins and a diversified set of end markets. The primary concern is valuation. At current prices, the stock implies very high free-cash-flow growth for many years, which leaves little margin for error.Even with robust data-center demand and a diversified customer base, that is a demanding setup. Any slip in execution could trigger a notable correction, given the lofty expectations already priced into the shares.The MarketBeat consensus price target for Monolithic sits near $1,218, implying roughly 1% upside from current levels. Analysts updating targets after the earnings report are more bullish on average, with a mean target of $1,309 (around 8% upside). Individual views vary: Rosenblatt Securities’ updated target of $1,000 implies about 17% downside, while KeyCorp’s $1,500 target implies roughly 24% upside.Despite a seemingly saturated valuation, Monolithic remains a high-quality company with the potential for long-term growth. Advances in power-regulation chips and systems are central to enabling progress across many parts of the technology ecosystem, and Monolithic is well positioned to participate in that trend. |
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