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 November 15th…

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

Just For You

Why Monolithic Power's Earnings and Guidance Ignited a Rally

Written by Jeffrey Neal Johnson. Published 8/7/2025.

Key Points

The company delivered record quarterly results and beat analyst expectations, demonstrating excellent operational execution.
Management's strong forward-looking guidance signals that the company's business is accelerating into the year's second half.
Monolithic Power is capitalizing on the AI hardware boom by providing mission-critical power solutions for next-generation data centers.

Following its July 31st earnings announcement, shares of Monolithic Power Systems (NASDAQ: MPWR) jumped more than 10% in a single session on unusually high trading volume. In the first few trading sessions of early August 2025, Monolitic Power’s stock price seemingly stabilized, holding on to an approximate 13% overall gain. Such a decisive move up in a company’s stock price is rarely arbitrary.

In this case, it directly responded to a rock-solid quarterly report. More importantly, it was also a response to powerful forward-looking guidance that confirmed the company’s essential role in one of the technology sector’s most demanding and fastest-growing departments: The hardware infrastructure for artificial intelligence (AI).

The results demonstrated accelerating business momentum, providing investors with a data-driven look into how the company is capitalizing on the insatiable energy needs of modern data centers.

Monolithic’s Financial One-Two Punch

For investors, a company's ability not only to surpass past expectations but also to raise future forecasts is a strong bullish signal known as a beat and raise. It shows solid execution and management's confidence in the company's ongoing momentum. Monolithic Power delivered on both aspects in its second-quarter 2025 report.

The Beat (Q2 2025 Performance): The company posted record quarterly revenue of $664.6 million. This figure represented a meaty 31.0% increase from last year and comfortably surpassed Monolithic Power’s analyst community’s expectations. Conversely, non-GAAP earnings per share (EPS) came in at $4.21, outperforming the consensus estimate of $4.12.
The Raise (Q3 2025 Guidance): While the strong quarter was notable, the company’s outlook truly captured the market's attention. Management projected revenue for the third quarter to be between $710 million and $730 million. This forecast was higher than analysts had previously modeled, forcing an upward revision of the company's growth trajectory and signaling that its business is accelerating into the year's second half.

Why Power Chips Are Mission-Critical

This impressive financial performance is tied directly to a fundamental technological shift. The immense computational power required for AI models has created a critical challenge in data centers: energy consumption. Modern AI accelerators, such as GPUs and custom ASICs, are highly power-hungry, generating significant heat and straining the power delivery infrastructure of even the most advanced facilities.

This is where Monolithic Power Systems (MPS) has established a key advantage. During its earnings call, management provided the missing link for investors, confirming it had begun "initial shipments of our power solutions to support our customers' new ASIC-based AI products."

This statement solidifies the company’s position as a direct beneficiary of the AI hardware buildout and provides context for the remarkable growth in its Storage & Computing business segment, which surged 70.0% year-over-year.

MPS does not just sell components; it provides highly integrated and efficient power modules that solve this energy bottleneck. Its proprietary technology allows for higher power density, meaning more power can be delivered cleanly and efficiently in a smaller physical space.

These solutions are mission-critical for data center operators trying to maximize computing power without overhauling their entire infrastructure, making MPS a key enabler of the entire AI ecosystem.

How Analysts and Institutions Are Responding

Following the earnings release, Wall Street analysts were quick to validate the market's enthusiastic reaction. The strong results and optimistic guidance prompted a wave of positive revisions, reinforcing the company's bullish thesis.

Firms including Citigroup, Stifel Nicolaus, and KeyCorp all raised their price targets on Monolithic Power Systems’ (MPS) shares, with many reiterating Buy or Outperform ratings. This chorus of approval from financial experts signals a growing belief that the company’s strategic execution is not only on point but accelerating, driven by the durable demand from the AI sector.

This confidence is further reflected in the company's ownership structure. Over 93% of Monolithic Power's stock is currently being held by institutional investors. This high level of ownership by large financial entities, such as mutual funds and pension funds, indicates a deep and widespread conviction in the company’s long-term strategy and execution.

It suggests that major investors who perform extensive due diligence see a sustainable growth path, providing a stable foundation for the company's strategic initiatives.

More Than Just a Good Quarter

Monolithic Power Systems' second-quarter performance was more than a strong earnings report; it confirmed a strategic success. The powerful combination of a definitive financial beat, firm forward guidance, and a direct link to the explosive growth in AI infrastructure provides a clear picture of a company firing on all cylinders.

The market's decisive rally acknowledged this fundamental reality. While high growth expectations are often priced into technology stocks, the company delivered the data to back them up.

The results signal a strategic inflection point where Monolithic Power is cementing its role as an essential supplier for the AI revolution, effectively turning the immense energy needs of the buildout into robust and accelerating financial growth.

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