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From our partners at 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

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Special Report

CrowdStrike’s Floor Test After Fortinet’s Upgrade: What Comes Next?

Written by Chris Markoch. Published: 2/2/2026. 

Quick Look

• Fortinet’s bullish analyst upgrade lifted the cybersecurity sector and may signal a valuation floor for CRWD stock.
• Despite AI-related concerns such as “vibe coding,” CrowdStrike’s strong ARR growth suggests that demand for cybersecurity remains durable.
• With shares near key support ahead of earnings, CRWD stock could be approaching an inflection point for investors.

CrowdStrike Holdings Inc. (NASDAQ: CRWD) stock has fallen nearly 8% year-to-date amid broader market pressure. The weakness in technology stocks has been especially acute for software names, including several of the leading cybersecurity companies.

Analyst sentiment suggests CRWD may be finding a floor ahead of its March earnings report. That case began to take shape on Jan. 23 when Fortinet Inc. (NASDAQ: FTNT) received a bullish upgrade from TD Cowen. The firm raised its rating on FTNT to Buy from Hold and set a $100 target.

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FTNT shares rallied immediately after the upgrade, lifting the broader cybersecurity group and giving some support to CrowdStrike. That sector momentum heading into earnings season could indicate that parts of the cybersecurity market are undervalued — which would make CRWD a more attractive entry point for some investors.

Is AI Really a Threat to Cybersecurity?

Beyond valuation worries, cybersecurity stocks like CRWD are also being weighed down by concerns about how artificial intelligence (AI) will affect software demand.

One worry is so-called “vibe coding,” where developers use tools such as Cursor or GitHub Copilot for rapid prototyping. The fear is that AI could automate routine coding work and reduce the number of billable seats or licenses software vendors can charge for, which in turn could shrink endpoint licensing needs.

However, not all software is interchangeable. Cybersecurity solutions must meet strict industry standards. Frameworks and controls such as NIST 800-53, SOC 2 and zero-trust require audited, deterministic defenses — not probabilistic AI outputs that can be prone to hallucinations.

It’s also premature to conclude that AI will automatically reduce cybersecurity seat counts. Historically, major technology shifts have eliminated some jobs while creating others. Y2K work helped spawn a large compliance and IT services market, and subsequent cloud migrations expanded demand for endpoint security layers. The same dynamic could play out with AI.

Evidence that AI can amplify demand for security already exists. In its most recent quarter, CrowdStrike reported $265 million of net new annual recurring revenue (ARR), up 73% year over year — an early sign that AI may be boosting, not eroding, CrowdStrike’s revenue base.

What Analysts Are Thinking, But Not Saying

Analysts are aware of those dynamics. Yet cybersecurity stocks trade at high multiples: at roughly 29x forward sales, CrowdStrike looks expensive on a standalone basis. Still, the sticky retention rates for the Falcon platform justify a premium when threats evolve rapidly.

For now, the market appears to be shaking out weaker hands, which is likely a major driver of CRWD’s recent decline.

Does that mean investors should buy the stock without caution? Probably not. CRWD doesn’t report earnings until March 3, and a lot can change between now and then.

If CrowdStrike can use its upcoming report to demonstrate that the broader software concerns don’t materially apply to its business, CRWD could be set up for a significant rally.

CRWD Stock at an Inflection Point

Before the recent sell-off, CRWD was attempting to break out of a bearish pattern that had been in place since November 2025. The stock has since dropped back below its 50-day simple moving average (SMA), a level that acted as resistance on two separate occasions in 2025.

Key technical support lines up with prior lows near $413. A decisive break below that level would put the psychologically important $400 mark in play.

The stock does show signs of being oversold, but a cautious approach ahead of earnings seems prudent. Once CrowdStrike reports, investors should have clearer insight into how AI is affecting its revenue and the magnitude of any impact on future earnings.

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Read More: 3 Signs It May Be Time to Switch Advisors (From SmartAsset)