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Look at what's happened to these seven gold miners:
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%
These weren't lucky picks or lottery tickets. Every one of them moved for the same reason — and it's a reason you can see coming.
Go here to see the pattern behind all seven.
Each of these was a small gold miner sitting on assets a major wanted. And one by one, the majors came and bought them.
Now here's the part that matters: all seven were in my portfolio before the buyouts happened.
Not seven picks out of hundreds. Seven names, all held ahead of the acquisition — because the same signal flagged every one of them. Once you understand what the majors are forced to do, spotting the next target stops being luck and starts being pattern recognition.
Here's why that pattern isn't slowing down — it's accelerating.
The major gold miners have a problem. Their own production is shrinking. Every ounce Barrick or Newmont pulls out of the ground makes their remaining mine worth a little less — a gold mine is a shrinking asset in slow motion.
At the same time, the majors are sitting on the most cash they've ever held, thanks to today's gold prices.
So a major has exactly two options: watch its output shrink until it's out of business… or use that record cash to buy the best small miners and replace what it's losing.
That's not a choice. It's survival. Which means the buyouts don't stop — they keep coming, one after another, until the best small assets are gone.
And here's what that looks like from the outside, if you own one of those small miners before the major comes knocking:
You go to bed owning a small gold company.
Overnight, a major announces it's buying that company — at a premium.
You wake up, and your shares are worth 40%… 67%… even 79% more than when you closed your laptop the night before. No chart to watch. No trade to time. The value reprices instantly, while you sleep.
That's already happened to all seven companies above — every one of them in my portfolio before it did. The only question left is which small miners are next — the ones with the grade, the cash flow, and the assets the big players actually need.
My name is Garrett Goggin, CFA, CMT. My readers had the chance to hold all seven of those names before the majors bought them — and it's why Porter Stansberry recently called me:
"THE most knowledgeable gold investor in the world."
Go here to see the three names I believe are next in line to get bought.
Best,
Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio
Oracle’s AI Spending Is Still Huge, But the Payoff Is Starting to Show in Earnings
Submitted by Thomas Hughes. Article Posted: 9/11/2026.
Key Points
- Oracle’s fiscal first-quarter revenue rose 30% as cloud infrastructure revenue surged 121% and remaining performance obligations reached $664 billion.
- Oracle generated a record $23 billion in operating cash flow, but free cash flow remained negative as data center spending stayed elevated.
- Oracle’s improving earnings leverage and swelling backlog support the AI monetization thesis, although debt, dilution, and capital spending remain important risks.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Oracle’s (NYSE: ORCL) stock price is on track for a substantial recovery and a sustained upswing as the monetization of its AI ambitions begins.
Highlights from the first-quarter fiscal 2027 (Q1 FY2027) release reveal the effects of spending, capital raises and dilution, which were overshadowed by improved earnings leverage and cash flow. The likely outcome is that monetization of its AI network will accelerate in the coming quarters, while capital expenditures (CapEx) could begin to taper over time.
These gold assets are priced for $1,800 gold [it's over $4,000] (Ad)
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's pullback from highs above 4000 an ounce.
Yet top junior mining assets remain priced as if gold were still stuck near 1800 an ounce, a gap analyst Garrett Goggin calls the Golden Anomaly.
With record cash on hand, majors may soon be forced to buy juniors to secure future production.
See the junior gold assets majors may target nextThe result could be rapid profitability improvement, high-level growth, accelerated earnings and, eventually, debt reduction—a quartet of bullish stock price catalysts.
Migration to Oracle’s Cloud Accelerates in Q1
Oracle’s results were robust across metrics, driving sequential and year-over-year revenue growth acceleration to 30%. Revenue of $19.35 billion exceeded MarketBeat’s consensus by more than 100 basis points (bps), underpinned by strength in the Cloud and 850 megawatts of new GPU capacity. Total Cloud revenue grew 62%, with infrastructure up 121% and software-as-a-service (SaaS) up 10%. By segment, Services grew 5% and Hardware grew 15%, while Legacy Software, now less than 30% of the business, contracted 3%.
The real news is in the margins and cash flow. After two years of accelerating spending, negative free cash flow, increasing debt and shareholder dilution, the company is showing traction with its strategy. Backlog conversion contributed to significant improvement in operating and net income, both on a GAAP and adjusted basis, with both outpacing top-line growth. Key takeaways include a record $23 billion in operating cash flow, 55% growth in GAAP earnings per share, 30% growth in adjusted earnings and a sizable earnings beat versus consensus.
The only downside is that free cash flow remains negative because of intense data center demand. Oracle reported negative free cash flow of $5 billion in Q1 FY2027. The offset is that its backlog continues to swell, growing about 46% year over year (YOY) in the first quarter to $664 billion. More importantly, the company says the new orders will not translate into increased capital needs, meaning the revenue and earnings outlook has improved without requiring an increase to its existing capital-raising plan. Oracle said more than $30 billion in new AI cloud contracts booked during Q1 had no incremental impact on its capital-raising plans. Guidance reflects this improvement, with management citing a strong Q2, raising its full-year targets and forecasting continued acceleration.
Analysts Highlight Oracle’s AI-Driven Inflection Point: Accelerating Growth Ahead
Analysts’ responses are mixed, including at least one price-target reduction, but that view appears to be an outlier, given that most revisions are bullish. Commentary focused on the massive beats and guidance, which indicate that AI monetization is not only on track but progressing ahead of schedule. Barclays reiterated a Buy rating, expecting earnings growth to accelerate in the coming quarters.
As it stands, the 40 analysts MarketBeat tracks show high conviction in the Moderate Buy rating. The data reflects a 75% Buy-side bias, and the consensus price target, which was validated by post-release responses, implies nearly 65% upside from early September trading levels. In this scenario, analysts’ sentiment is firming and likely to continue strengthening as the year progresses.
Oracle’s Stock Price Inflection Is Here
Stock price action is favorable. The late-2025 and early-2026 pullback was overdone, disconnected from the opportunity, and a reversal is now underway. The bottom is near $130, which is now the critical support level, and indicators such as the stochastic and MACD align with Buy signals across multiple time frames. The hurdle is the long-term 150-week EMA near $135, which marks an inflection point for traders and reflects the stance of institutional and long-term investors. A move above that level would signal a shift in sentiment, clearing the way for a fuller price recovery.
Institutions will make the difference because Oracle is a tightly held stock. The group owns more than 40%, a seemingly small number until considering that insiders also own more than 40%. The risk is that selling, which dominated their activity in calendar Q2, will pick up again as the price rises, but that is less likely if profitability continues to improve. Early Q3 activity reflects a surge in buying, which is the more likely outcome. With this in play, institutional buying could help limit downside if price weakness returns.
Oracle’s biggest risks are debt and dilution, but those risks are becoming easier to absorb as growth accelerates. The surging backlog and monetization reduce the threat, leaving investors to wonder when share buybacks will resume. While buybacks are unlikely in 2027, 2028 is a possible target, as most of the planned capacity will be online or nearly there. The dividend helps make up the difference, yielding about 1.3% at current prices near $150, and the distribution is expected to increase over time. Oracle does not raise its dividend annually but has a record of increasing it every few years.
2 Stocks Breaking Out Post-FOMC With One Thing in Common
Submitted by Ryan Hasson. Article Posted: 9/18/2026.
Key Points
- The AI trade is attempting to regain its footing after a volatile stretch, with strength beginning to broaden beyond NVIDIA.
- A strong post-Fed rebound in semiconductor stocks could offer an early signal that investors are rotating back toward AI infrastructure and chip names.
- Advanced Micro Devices and Intel have emerged near the front of that move, but both now face the question of whether momentum can extend after major 2026 rallies.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
The Federal Reserve delivered its interest rate decision on Wednesday, Sept. 16, and the market's response in the following session was telling. As stocks pushed higher on Thursday, Sept. 17, seemingly confirming a post-FOMC bear trap, two AI-related names in particular broke out with real force. They also share a common thread that goes beyond the chart. Both Advanced Micro Devices (NASDAQ: AMD) and Intel (NASDAQ: INTC) are central players in the AI trade—the same trade that wobbled in recent weeks amid fresh fears of an AI slowdown. However, these two stocks now look like early leaders as that narrative and the broader technology sector work to regain their footing.
After a stretch of doubt that knocked the wind out of AI-linked names, capital appears to be flowing back in. And it is not simply piling back into NVIDIA (NASDAQ: NVDA). The fact that AMD and Intel have so far led the charge on heavy volume suggests the AI trade may be broadening as it recovers, with investors starting to reward names beyond the obvious winners.
AMD: Momentum Builds Behind the No. 2 AI Chip Story
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Click here to find out what it is.Advanced Micro Devices jumped more than 6% on Thursday to close at $545.09, leading the broader chip sector higher and climbing back toward its 52-week high. It has been a spectacular year for the stock, which is now up more than 154% in 2026, as the market increasingly treats AMD as the most credible challenger to NVIDIA in AI accelerators.
The bull case rests on the company's Instinct line of AI chips, which continues to win data-center business, as well as projected earnings growth of a remarkable 111% in the year ahead. That trajectory is why investors have been willing to pay up. AMD currently appears on MarketBeat's most-upgraded stocks list, reflecting a steady run of positive analyst revisions.
Overall, the stock holds a consensus Moderate Buy rating across 47 analysts. The main drawback is that, after such an enormous rally, the stock now trades close to its average price target of $565.13, leaving only modest upside based on the Street's current numbers. But price action is king, and AMD is a momentum and growth story right now. Thursday's move suggests that momentum remains firmly intact.
Intel: A Long-Doubted Turnaround Gains Momentum
Intel Corporation was the bigger mover of the two, surging nearly 8% on Thursday to $108.80. Its run this year has been even more dramatic, with the stock up almost 195%. That is a stunning reversal for a company many investors had written off in prior years, and it reflects how much sentiment around its long-troubled turnaround has shifted.
The recent catalysts have been stacking up for the company, too. INTC reportedly raised enterprise CPU prices by 10% amid tight server-chip supply, confirmed a major manufacturing milestone with ASML (NASDAQ: ASML) involving next-generation High-NA EUV technology, and received a fresh analyst upgrade this week. Notably, insiders have been buying shares, a vote of confidence that stands out against the selling common among many peers.
That said, investors should keep the risks of chasing the stock in full view. The stock's consensus rating sits at Hold rather than Buy, and the average price target is essentially level with the current price. In the immediate term, however, there is no denying Thursday's outperformance. The breakout and momentum are real, and, as with AMD, they could signal where the next phase of leadership and capital rotation is headed.
What the Breakouts Say About the AI Trade
AMD and Intel are two of the most important names in the AI-chip space outside of NVIDIA, and their breakouts just as the AI trade steadies suggest that the recent slowdown scare may be giving way to renewed appetite across the sector. Both moved on heavy volume, outperformed the broader market and sector on Thursday, and are riding a wave of optimism about their roles in the next phase of the AI buildout.
But whether this proves to be long-term sector leadership or simply a strong post-FOMC bounce will take time to confirm. When a wobbling trade regains its footing and leadership broadens beyond the single obvious name, it often means the theme may have more room to run. For now, AMD and Intel have put themselves back in the spotlight, and how they follow through from here will say a lot about the AI trade's next chapter.
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