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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Today’s Exclusive Article

Redwire Is Quietly Winning the Space Economy’s Next Phase

Submitted by Jeffrey Neal Johnson. Originally Published: 1/6/2026. 

In Brief

• Redwire is establishing itself as the backbone of the space economy by providing the essential infrastructure required for orbital operations.
• The strategic acquisition of advanced drone capabilities has allowed the company to pivot aggressively into the national security and defense sectors.
• Corporate leadership has signaled strong confidence in the stock’s long-term value through recent open-market purchases of company shares.

The global space economy is undergoing a fundamental shift. For the past decade, the narrative has been dominated by high-profile billionaires building rockets. These launch providers, the trucking companies of orbit, have captured the public imagination. However, as 2026 begins, smart money is moving toward a different sector: space infrastructure.

This shift from “launch” to “logistics” is bringing new attention to Redwire Corporation (NYSE: RDW). Unlike companies focused on getting to space, Redwire builds the critical technology that operates there. It manufactures the solar arrays that power spacecraft and stations, the antennas that transmit data, and the docking systems that connect vehicles in orbit.

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Recent market activity suggests Wall Street is noticing this picks-and-shovels strategy. Redwire’s stock price has risen roughly 18% in recent trading sessions, clearing key resistance levels. That move appears driven by a combination of government defense contracts and a growing backlog of orders. For investors, Redwire offers a way to own the backbone of the space economy rather than betting on a single launch provider.

The Shift From Concept to Contract

A growth stock’s most reliable signal is its ability to convert technology into recognized revenue. Redwire’s recent financial performance shows the company shifting from experimental projects to industrial-scale production.

In the third quarter of 2025, the company reported results that surprised many in Redwire’s analyst community:

• Revenue: $103.4 million, a 50.7% increase year over year.
• Contracted Backlog: About $355.6 million — signed contracts not yet fulfilled, giving visibility into future revenue.
• Net Loss: $41.2 million, more than double the prior year. This headline number needs context.

Understanding the Profitability Gap

Seeing a $41.2 million loss alongside record revenue can be confusing for newer investors. Redwire is in an aggressive expansion phase, spending heavily to integrate acquisitions and scale manufacturing to meet government and commercial demand.

This cash burn is a deliberate tradeoff: management is prioritizing market share and production capacity over near-term profitability. Negative cash flow is a risk to monitor, but the strong revenue growth indicates substantial customer demand. If Redwire can stabilize costs while sustaining this growth, a clear path to profitability could emerge in late 2026 or 2027.

The Defense and Drone Pivot

The primary catalyst for the recent surge isn’t entirely in space — it’s also atmospheric. In June 2025, Redwire completed its acquisition of Edge Autonomy, a deal that materially changed the company’s investment thesis.

Before the acquisition, Redwire was seen primarily as a supplier of space components. With Edge Autonomy, Redwire now manufactures advanced Uncrewed Aerial Systems (UAS), including the Stalker and Penguin drone lines. That expansion opens access to large U.S. and NATO defense budgets.

The Golden Dome Opportunity

Investors are watching the U.S. government’s Golden Dome missile defense initiative. This multi-layered network requires continuous communication between satellites and airborne assets.

• Space Layer: Redwire supplies antennas and data links for satellites.
• Air Layer: Redwire now provides tactical drones that serve as eyes in the sky.

Owning technologies across both layers gives Redwire a practical moat. Defense contracts are “sticky” — once a supplier is selected, switching is costly for the government — which can create a reliable revenue baseline that many commercial space projects lack.

Winning in Europe

Redwire is also showing it can compete internationally. In December 2025, the company won a contract to supply docking systems for the Nyx spacecraft, developed by The Exploration Company. Nyx is a flagship European cargo vehicle. Securing this contract embeds Redwire in the European supply chain and helps diversify revenue by geography and currency.

Analysts and Executives Weigh In

In investing, actions often speak louder than forecasts. Company executives can signal conviction by buying shares themselves.

In November 2025, Redwire CEO Peter Cannito purchased roughly 32,000 shares at an average price near $6.21 per share. As the stock has traded higher since, that purchase has been profitable, but the more important takeaway is the message it sends: significant insider buying typically suggests management believes the market undervalues the company’s long‑term prospects.

That sentiment appears broader than just the CEO. Since November, two other insiders bought shares — about $130,000 worth at roughly $5.45–$5.46 per share. Together, these purchases indicate a consensus among insiders that the stock is an attractive buy at current prices.

Infrastructure Is the Safest Space Play

Redwire offers a distinctive option for investors who want exposure to the space economy without betting on a single rocket’s success. It has evolved into a diversified defense and infrastructure contractor. By positioning itself within the Golden Dome network and winning key European work like the Nyx docking system, Redwire is moving from concept to contract.

The risks are real: the company is burning cash to grow and has yet to post a net profit. But for investors seeking a “picks-and-shovels” play on the future of space and defense — a company selling the essential hardware that makes operations possible — Redwire presents a compelling alternative.

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