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Gold Majors Are Running Out of Gold
Here’s a “secret” the largest gold miners don’t advertise… They’re running out of gold. The second-biggest miner on earth is watching its production collapse from 2 million ounces a quarter down to 719,000 – and another major just paid $15 billion for a rival in the biggest gold deal in history, only to see its output stay flat. They can’t drill their way out fast enough, so they have to buy their way out. Which means gold just entered its acquisition phase – where the best small miners get bought out at whatever premium it takes. Already, my readers have enjoyed overnight buyout premiums of 40%… 67%… 79%… and the acquisition phase has barely begun.
Go here to see details on my current top three buyout picks.
Elon’s Next Big Project
This opportunity could be much bigger than anything else we’ve seen in the AI megatrend. Luke Lango believes Musk is preparing to unite the capabilities of Tesla (TSLA), SpaceX (SPCX), xAI, and X around a single sweeping vision. Part of that vision includes building enormous AI data centers in space… constructing a 100-million-square-foot semiconductor complex in Texas… and deploying armies of Optimus robots to automate much of the work. Musk’s companies cannot immediately produce all the necessary components for these projects themselves. They will need suppliers.
A signal the market may be missing
The CIA backed Palantir. The Pentagon bought into MP Materials. Now Washington is making another move – this time into a little-known quantum-chip company. Weeks later, executive orders reinforced the same trend.
