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Here’s the surest way I know to make money in gold today:
You go to bed owning a small miner…
When you wake up, your shares are worth 40%... 67%... even 79% more than when you closed your laptop the night before.
How’s that possible?
Acquisitions.
Overnight, a gold major announced its purchase of the small mining company you own.
When that happens, your shares reprice – Instantly… while you sleep.
Go here to learn about my top three buyout targets.
My name is Garrett Goggin and no one knows the gold sector like I do. It’s why my portfolio of small buyout targets is already up 1,200% in the last two years.
It’s why Porter Stansberry, author of the End of America documentary, that broke the internet, recently called me:
"THE most knowledgeable gold investor in the world.”
Already, one quarter of my portfolio has been bought… and the acquisition phase of this gold bull market has barely begun. Look at this:
MAG Silver — up 56.6%
Reunion Gold — up 71.9%
Calibre Mining — up 107.7%
Probe Gold — up 166.7%
Rupert Resources — up 177.9%
Loncor Gold — up 181.8%
G2 Goldfields — up 1,228.6%
Read that again.
The acquisition phase of a gold bull market is the closest thing to free money I've found in 20 years analyzing this sector… and it’s so easy to predict.
The only “trick” is owning the right juniors before the majors come knocking.
The ones with the grade, the cash flow, the assets the big boys actually want.
If you want to see details on my top three buyout targets – the ones next on the list.
Go here to see who could get bought out next.
Best,
Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio
Cerebras Sells Off After Earnings: Is This a Market Disconnection?
Written by Thomas Hughes. Date Posted: 8/14/2026.
Key Points
- Cerebras shares fell roughly 16% after Q2 results, but its expanding role in the fast-growing AI inference market remains largely intact.
- The company's disaggregated inference partnership with AMD's Helios racks, plus deals with AWS and OpenAI, helped push remaining performance obligations above $25 billion.
- Analysts maintain a Moderate Buy rating with a roughly $302 average price target, citing a strong balance sheet and manageable short interest despite near-term volatility.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Cerebras' (NASDAQ: CBRS) Q2 results provided a catalyst for sellers, initially sending shares down roughly 16% in extended trading following the report. The reality, however, is that the market's near-term focus is disconnecting it from the company's underlying fundamentals.
While one-time expenses, including non-cash impairment charges and share-based compensation, weighed on profitability, and revenue growth was tepid relative to expectations, the fundamental story continues to strengthen.
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π Unlock the ticker now and get it completely free.That story centers on inference and Cerebras' ultra-large semiconductor products. They provide lightning-fast output and are quickly becoming critical to the inference market.
Expected to grow at a solid, double-digit compound annual growth rate over the next 10 years, inference infrastructure is forecast to reach twice the value of the training market.
The Market May Be Underestimating Inference Demand
Inference is going to be a big market; if you think it's already growing, just wait until Advanced Micro Devices’ (NASDAQ: AMD) Helios racks are widely deployed. Deals with AMD, Amazon's (NASDAQ: AMZN) AWS, and OpenAI underscore its importance, while the OpenAI agreement represents a significant portion of the company’s remaining performance obligations (RPO). Where does CBRS fit into the AI architecture? Disaggregated inference.
Disaggregated inference splits the two phases of AI—preload and output—into two distinct jobs. On one hand, AMD’s Helios racks will act as the brain, decoding queries, loading data, and understanding context. Then, the CBRS inference engine, which is natively integrated into the Helios system, takes that data and context and uses them to produce an answer. The benefits to hyperscalers include speed and cost efficiency, two drivers of revenue and earnings.
What the market is getting wrong is that AMD’s MI450 Series, including the MI455X GPUs powering Helios, has only recently entered production, meaning the inference boom is just beginning. In this scenario, Cerebras' headwinds—including accelerated capital expenditures (CapEx) to ramp capacity and meet demand—will fade over time as the company expands its production capabilities. For now, the company is renting back some of its own systems from cloud customers to meet strong inference demand while executing its strategy.
This year presents numerous catalysts, including hyperscaler and production ramps, as well as the conversion of its backlog into revenue. RPO is a critical detail because it reflects the strength of demand without near-term noise. RPO expanded to more than $25 billion in Q2, providing substantial visibility into future revenue. That backlog supports the company’s 2027 goal of more than tripling revenue.
Cerebras Bypasses More Than One AI Bottleneck
Cerebras' utility lies in its ability to bypass AI bottlenecks, including memory bottlenecks at multiple levels of the process. Not only does its large-wafer design enable it to operate without high-bandwidth memory (HBM), but it also bypasses the advanced packaging processes associated with HBM. Meanwhile, it has secured sufficient capacity with Taiwan Semiconductor Manufacturing Company (NYSE: TSM) to see it through the end of next year and beyond, greatly reducing risk to the outlook.
Cerebras' biggest risk is its customer concentration. With business centered on only a few large entities, the company is vulnerable to lumpiness in upcoming results. The offset, however, is the MI450 Series rollout, which supports Cerebras’ disaggregated inference opportunity as the market increasingly shifts toward inference. The likely outcome is that hyperscale and enterprise clients will expand in number while deepening their use of the company’s products. Additionally, a high price multiple and ongoing losses set the stage for volatility and knee-jerk price pullbacks, as is the case now.
Cerebras’ post-earnings pullback isn’t as bearish as it may seem. The move comes just months after the IPO, with the market still in a post-IPO discovery phase and plenty of catalysts in play. The critical details are that the stock remains well above its post-IPO low and that analysts are overlooking the near-term weakness. The analyst group is responding with reaffirmed targets, highlighting core growth, CapEx priorities, and plans to scale capacity 10x by year’s end. They rate the stock a Moderate Buy, with 10 of 12 analysts rating it Buy or Strong Buy and an average price target of about $302.
Short sellers are present but, as of mid-August, do not represent a significant risk. While short interest has increased from its immediate post-IPO levels, it remains tepid at nearly 6% of the float, with a days-to-cover ratio of 2.2. Signs that short sellers may choose to exit this market include the company's healthy balance sheet. Cerebras has no significant debt, more than $8.5 billion in cash, equivalents, and investments, and a robust net cash position relative to total liabilities. It is also capable of executing its production ramp.
Rocket Lab Lands a Wave of Contracts Ahead of Earnings
Written by Ryan Hasson. Date Posted: 8/6/2026.
Key Points
- Rocket Lab secured three major contracts in under two weeks, including a $397 million Space Force award and a record $266 million launch deal, ahead of its Aug. 10 earnings report.
- Investors should watch for updates on revenue growth, backlog size, and the Neutron rocket's development timeline, which remains on track for a fourth-quarter 2026 debut.
- Despite a more than 50% drop from its May high and a rich valuation exceeding 70 times trailing sales, analysts maintain a Moderate Buy rating with 48% implied upside.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Rocket Lab (NASDAQ: RKLB) has spent the past two weeks doing exactly what a company wants to do heading into an earnings report: winning business. After a brutal correction that saw the stock fall more than 50% from its May high, a rapid succession of major contract awards has put the spotlight back on the fundamentals. The stock jumped 5.75% Tuesday to close at $74.48, and with Q2 results due Aug. 10, the timing of these wins could hardly be better.
A $397 Million Space Force Award
The largest of the recent wins landed Monday. Rocket Lab announced a $397 million contract from the U.S. Space Force under the Space-Based Airborne Moving Target Indicator, or SB-AMTI, program. The award was part of a larger $615 million allocation split among three companies, and Rocket Lab took the lion's share.
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π Unlock the ticker now and get it completely free.Under the deal, the company will develop, launch and operate multiple next-generation "Flatellites", flat satellites optimized for large constellations and equipped with space-based sensors designed to detect and track airborne threats in real time. Critically, those satellites will fly on Rocket Lab's upcoming Neutron rocket, adding a marquee national security customer to Neutron's manifest before the vehicle has even flown.
A Record $266 Million Launch Contract
Just days earlier, on July 27, Rocket Lab secured what it called the largest launch contract in company history: a $266 million agreement with the U.S. Space Force for 12 dedicated suborbital launches supporting missile defense, with options for six more.
The missions will primarily fly from Rocket Lab's new Pacific Spaceport Complex in Kodiak, Alaska, expanding the company's growing launch footprint. It is a powerful signal of the government's confidence in Rocket Lab's ability to deliver responsive, high-cadence launch capability for urgent national security needs.
A Commercial Win, Too
The momentum has not been limited to defense. On July 30, Rocket Lab announced a multi-launch deal with Japanese Earth-imaging company iQPS for three dedicated Electron missions. The agreement underscores the continued strength of Rocket Lab's core Electron business, which remains the world's second-most-active launch vehicle, even as the company pushes into larger and more strategic programs.
Together, these three awards in under two weeks reinforce a business winning across commercial, civil and national security markets simultaneously.
What to Watch on Aug. 10
With the contract news setting a positive tone, attention now turns to the Q2 report. Investors should focus on several things. First, revenue versus guidance. Rocket Lab posted record Q1 revenue of $200.35 million, up 63.5% year over year, and the market will want to see that growth trajectory continue. Second, backlog. The figure stood at a record $2.2 billion last quarter, and the recent contract haul should push it meaningfully higher, providing one of the clearest reasons to tune in.
Third, and most important, Neutron. The medium-lift rocket remains on target for its debut in the fourth quarter of 2026, and CEO Peter Beck has cited flight hardware reaching the test stands as the key marker of progress. Any update on that timeline could move the stock.
Finally, investors will want commentary on the pending $8 billion Iridium acquisition, which is expected to close in mid-2027 and would transform Rocket Lab into a vertically integrated space company with a recurring-revenue satellite network.
The Setup Into the Print
The backdrop remains a study in contrasts. While the stock is back in positive territory for the year, it remains below a flattening 200-day simple moving average. The new area of support the bulls will need to defend going forward is July's low near $60, which has formed a major support level across higher time frames.
Rocket Lab still trades at a rich valuation—more than 70 times trailing sales—and is not yet profitable, which is precisely why the stock corrected so sharply alongside the broader space sell-off. Yet the consensus rating among 22 analysts remains Moderate Buy, with an average price target of $110.29, implying nearly 48% upside from current levels.
The recent flurry of contract wins does not resolve the valuation debate, but it does answer the more important question of whether demand for Rocket Lab's services is real and growing. Heading into Aug. 10, the business is executing at a high level, and the order book is the proof. Now earnings need to match the momentum.
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