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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Further Reading from MarketBeat

Vertiv: A Market Breather for an AI Infrastructure Leader

Submitted by Jeffrey Neal Johnson. Publication Date: 3/4/2026. 

Key Points

• Vertiv has a significant competitive advantage by delivering complete, factory-integrated power and thermal infrastructure systems to its customers.
• The company’s massive and growing order backlog provides exceptional visibility into future revenue and confirms strong demand from top data center operators.
• The company has solidified its position as an indispensable “picks and shovels” supplier, providing the mission-critical solutions needed for the AI revolution.
• Special Report: [Sponsorship-Ad-6-Format3]

Vertiv (NYSE: VRT) has been a standout performer in the AI-driven market, delivering a remarkable 188% return to shareholders over the past year. This climb has put the company squarely on the radar of growth-focused investors. Yet, after reaching all-time highs, the stock has recently pulled back, prompting a key question: is this a temporary pause in a long-term growth story or an early warning sign for a company central to the artificial intelligence (AI)build-out?

Behind AI’s headline-grabbing advances lies a critical and rapidly expanding need for specialized infrastructure. The hardware that powers the AI revolution creates immense operational challenges, and the companies that solve those challenges are becoming indispensable. A closer look at the market dynamics suggests Vertiv is one of those key enablers.

The AI Paradox: More Power, More Problems

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A classic strategy for navigating a technology boom is the picks-and-shovels approach. During the 19th-century gold rushes, the most consistent profits were often made not by the prospectors but by businesses supplying them with essential tools. In today’s AI boom, the “gold” is computing power, and the picks and shovels are the power and cooling systems that make it all work.

This has created a significant infrastructure bottleneck. For decades, computing power improved by shrinking and optimizing processors. Now, AI relies on massively parallel processing, packing thousands of cores onto powerful GPUs. That shift creates power density — an immense concentration of energy and heat in a small space.

An AI server rack can consume enormous amounts of power, generating heat that traditional air-cooling methods — the standard for data centers for decades — can no longer adequately manage. This thermal bottleneck can limit performance and raise operating costs. Without advanced thermal management, multi-billion-dollar investments in AI processors cannot be fully leveraged, making high-end cooling and power solutions mission-critical.

The Go-To Plumber for the AI Era

Vertiv has positioned itself as a primary solution provider to this thermal challenge, building a meaningful competitive moat in the process.

• Advanced Thermal Management: The company leads in technologies that address the thermal bottleneck. Its portfolio includes a full suite of liquid-cooling solutions, including direct-to-chip systems that apply coolant directly to the hottest components. These systems provide highly efficient heat dissipation for the most demanding AI workloads.
• The System-Level Advantage: Vertiv’s edge extends beyond single products. It delivers complete, factory-integrated power and thermal infrastructure systems. This approach, exemplified by its Vertiv OneCore solution, simplifies the complex process of building a data center. For operators, it reduces on-site labor and shortens deployment schedules, accelerating time-to-revenue — the speed at which expensive AI hardware can be turned on to start generating income. This capability has led to collaborations such as its recent work with Hut 8 (NASDAQ: HUT) to accelerate large-scale AI facility deployments. Further innovation is evident in recent product launches, including a high-capacity busway system designed to optimize valuable data center floor space.
• The $15 Billion Backlog: Perhaps the clearest evidence of Vertiv’s market position is its massive order backlog, which stood at $15 billion at the end of the fourth quarter of 2025. That backlog more than doubled from the prior year and provides exceptional revenue visibility for the next 12 to 24 months. It indicates that the world’s largest hyperscale and colocation operators are signing substantial, long-term contracts and choosing Vertiv as a strategic partner for their AI roadmaps.

Price, Performance, and Perspective

After a significant run, the stock’s recent consolidation is worth noting for potential investors. The pullback looks like a natural market response following extraordinary gains, rather than a sign of deteriorating fundamentals.

The company’s price-to-earnings ratio (P/E) of roughly 72x is high and reflects elevated expectations for future growth. While valuation is rich, it is supported by meaningful forward catalysts. The visibility from the company’s large backlog helps provide a clearer path to future earnings growth. Vertiv’s price-to-sales ratio (P/S) of 9.64 is notable, but projected earnings growth of more than 24% next year helps put these metrics into perspective for a company in a high-growth phase.

Wall Street appears broadly positive, with a Moderate Buy consensus rating based on 23 analyst opinions. Following the company’s strong fourth-quarter 2025 results — including earnings per share (EPS) of $1.36, beating consensus by $0.07 — several firms reiterated their confidence and raised price targets, signaling that many analysts see further upside despite the stock’s recent gains.

Why Vertiv’s Role Is Just Beginning

The AI infrastructure build-out is a multi-year secular trend, not a short-lived event. Demand for specialized power and cooling solutions is foundational to the movement, and power-density challenges will intensify as processors become more powerful.

Vertiv’s focused expertise in this niche, its ability to deliver integrated systems, and its sizable $15 billion order book position it well to capture sustained demand. The company is not merely participating in the AI trend; it is a critical enabler. For investors looking to own the essential picks and shovels of the AI revolution, the recent moderation in Vertiv’s stock price could be a compelling reason to research this infrastructure leader further.

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Featured Story from MarketBeat

Palantir Stock Rises on Iran Conflict—But Here’s the Real Story

By Chris Markoch. Originally Published: 3/2/2026. 

Key Points

• Palantir stock surged on geopolitical tensions, but headline-driven rallies have historically been followed by sharp pullbacks, making timing critical for short-term traders.
• A new partnership with GE Aerospace and the U.S. Department of Defense highlights Palantir’s expanding AI-driven analytics platform, reinforcing its leadership in defense technology and operational decisioning software.
• Rapid commercial revenue growth and improving analyst sentiment suggest Palantir is evolving beyond its reliance on government contracts, positioning PLTR as a long-term AI growth stock despite valuation debates and near-term volatility.
• Special Report: [Sponsorship-Ad-6-Format3]

Palantir Technologies Inc. (NASDAQ: PLTR) stock was up more than 5% in intraday trading on Monday, March 2. The rally followed the initiation of military action by the United States and Israel against Iran. That may present an enticing trade, but remember that rapid gains can reverse just as quickly.

For example, PLTR stock experienced a similar spike when the United States took action related to Venezuela in January. The stock then pulled back quickly, trading near $130 about a week before the conflict with Iran began.

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For traders with a shorter time horizon, that pattern creates a tricky setup.

Repeated event-driven spikes followed by fast reversals make it tempting to treat Palantir as a pure geopolitical proxy rather than a business that is compounding value beneath the headlines.

That approach can work if you’re disciplined about timing entries and exits, but it raises the risk of getting whipsawed if headlines shift or the news is already priced in by the time you react.

For long-term investors, the lesson is different: don’t confuse headline-driven volatility with the company’s underlying progress. Separating short-term noise from fundamentals is one reason Palantir can still make sense as a long-term holding.

Palantir and GE Aerospace Land DoD Partnership for J85 Engine Support

Before the recent hostilities began, there was additional news that bolstered the buy-and-hold case for PLTR. Palantir and GE Aerospace (NYSE: GE) announced a partnership for a contract with the U.S. Department of Defense (DoD).

The partnership covers the J85 engines, manufactured by GE Aerospace, that power T-38 training jets. The contract with the Defense Logistics Agency runs for seven months with the potential for a four-year extension.

Specifically, GE Aerospace is working with Palantir to apply AI and data analytics to predict parts demand, detect supply-chain issues early, and speed decision-making. Prior to the announced partnership, the two companies tested over 6,000 J85 parts and reported improved visibility and fewer delays.

The Contract Highlights the Totality of Palantir’s Business

Cue the critics who will say this is further evidence of Palantir’s reliance on government contracts. That argument is short-sighted for two reasons. It’s true Palantir generates about 55% of its revenue from government contracts. However, “the government” is not a single client like the DoD; it encompasses multiple agencies and contracts, so a deal like this is additive to future growth.

More importantly, the contract could spill over into Palantir’s commercial business. While not guaranteed, GE Aerospace is using Palantir’s software for applications that have obvious crossovers into commercial aviation.

In Palantir’s most recent earnings report, U.S. commercial revenue rose 109% year-over-year for full-year 2025. In Q4 2025, U.S. commercial revenue increased 137% year-over-year versus Q4 2024.

The takeaway is that Palantir, among technology stocks, has emerged as a leader in AI decisioning software used to automate and improve decision-making. It also means the company has established credibility in both the public and private sectors.

Analysts Have Turned Bullish

There are two schools of thought on Palantir’s valuation: one says the stock must fall to justify its current price, the other that the business will grow into the valuation. Recent analyst sentiment suggested, before the military action against Iran, a tilt toward the latter view.

The Palantir analyst forecasts on MarketBeat show at least nine analysts upgraded PLTR in February. The lowest price target among those upgrades was $150, about 12% above PLTR’s close on Feb. 27.

Further support for the bull case comes from institutional ownership. Institutions hold roughly 45% of the float, and inflows have outpaced outflows by about 3:1.

How to Approach PLTR Stock

From a technical perspective, the weekly chart suggests the recent move isn’t occurring in a vacuum. Before the latest headline-driven spike, the last few weekly candles showed signs of stabilization after the recent pullback, with buyers defending the area around the rising 50-week simple moving average near the mid-$150s.

That behavior can mark the early stages of a trend resumption rather than a one-off relief rally. Volume has also begun to rise on up weeks, which may indicate institutions are accumulating on weakness rather than distributing into strength.

The one missing ingredient is a confirmed momentum shift: the weekly MACD remains negative and has not yet crossed above its signal line. Until that happens, investors should respect the risk of further volatility, even if the broader setup is starting to favor the bulls.

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