A message from our parters at Golden Portfolio U.S. Treasury Secretary Scott Bessent is the man who oversees America’s $37 trillion debt load. No one has more insight into what’s happening with the US dollar… mounting US debt… of the likely changes coming to the US monetary system. Not surprisingly… His largest personal investment holding is gold. Not tech stocks… Not U.S. Treasuries… Not “safe-haven” index funds or ETFs… Gold. When the U.S. Treasury Secretary’s largest personal holding is gold… That’s known as “a clue.” Wanna know who else sees what Bessent does? Warren Buffett. At last count, Buffett is sitting on $330 billion in cash. But he knows he cannot hold this much cash forever. - Cash is losing purchasing power at roughly 22% a year (measured in gold).
- The US political system is printing money like it’s Monopoly cash
- And – most importantly – Buffett’s favorite indicator currently sitting just over 200% – which means US stocks are still more overvalued than they’ve ever been.
Every time the “Buffett Indicator” reaches a peak… Gold goes on a tear for a decade or more. Every. Single. Time. That’s why I believe Buffett is preparing to buy the one gold miner large enough to protect his cash. And here’s the kicker… This large-cap miner is still trading at a 40% discount to its free cash flow. What’s more, Trump recently tapped the CEO of this mining powerhouse to help lead America’s mining revival! Add it all up and here’s what you get: - The US Treasury Secretary is positioned for a major move in gold… and move that’s sure to come when he authorizes all the money required to finance more deficit spending.
- The world’s greatest investor needs a major gold position to protect his $330 billion cash pile… and there’s only one company big enough to do it.
- Trump has entrusted the CEO of the #1 major gold miner to lead a Renaissance in US mining.
Final confirmation of my prediction could come by August 15th — when Buffett’s 13F filing hits the tape. You want to be in position before that happens. You still have time to “front run” the world’s greatest investor by taking a stake in the one mining company big enough to handle his $330 billion cash hoard. That’s why I’ve prepared a private gold briefing with: - The name and ticker of the company Buffett is likely targeting
- Four tiny gold miners with “anomaly” upside potential up to 100X
- A special bonus pick that doesn’t mine gold at all – collects royalty income on mines it financed
Go here to get the name and ticker of Buffett’s next big move into gold. Regards, Garrett Goggin, CFA, CMT
Chief Analyst and Founder, Golden Portfolio
Additional Reading from MarketBeat A New $70 Billion AI Investment Could Push Taiwan Semiconductor Written by Gabriel Osorio-Mazilli 
Key Points - A new $70 billion government investment in AI may trickle down and benefit names like Taiwan Semiconductor as prices rise.
- Wall Street analysts expect double-digit upside potential, and institutions are buying up right now.
- Short sellers ran away from the stock, realizing that the ceiling is much higher still.
There have been a few times in the stock market when investors received a clear signal, as they do right now, with a focus on the technology sector amid a race for artificial intelligence dominance and a broader market share for the United States. As trade tariffs begin to create more uncertainty and rivalry with countries like China, onshoring the manufacturing and supply capacity of chips and semiconductors has become a top priority. This is why President Trump has decided to add a new $70 billion bill to help boost artificial intelligence production and overall onshoring. This new bill, however, will likely benefit those names in the space that already have a significant presence in the United States, as well as those who have demonstrated an aligned interest in what the administration is trying to accomplish with these strategic investments. That is exactly where Taiwan Semiconductor Manufacturing (NYSE: TSM) comes into play, as one of the names that fits this description and is likely to benefit from this bill overall. As an investor favorite, this stock still has significant upside potential compared to its peers in the same space, as valuation metrics currently diverge from the bullish factors that are expanding beneath the surface for this company. Price Action Hints at Sentiment for Taiwan Semiconductor Stock There must be a good reason why markets are willing to bid the price of Taiwan Semiconductor higher and higher, as the company delivered a rally of up to 62.6% over the past quarter alone. Considering that markets are forward-looking, the current price action and the stock's new 52-week high are signs of things to come. This pricing behavior may consider the potential effects of the new $70 billion bill on the industry and Taiwan Semiconductor stock specifically. Beyond this price action, other fundamental developments are underway within the company and its stock. One of these factors is the recent boost in valuations coming from Wall Street analysts, such as Charles Shi from Needham & Company. This analyst’s take for July 2025 is a Buy rating for Taiwan Semiconductor stock, accompanied by a valuation target of up to $270 per share. That view now calls for the stock to make a new 52-week high. This breakout will likely boost sentiment in the stock further and potentially attract new institutional buyers who employ momentum strategies on such breakouts. This call also implies that the stock can deliver an additional upside potential of as much as 10% from its current trading price, although it will likely meet or exceed these expectations. Analysts aren’t the only ones willing to admit that the setup in Taiwan Semiconductor stock significantly favors buyers over sellers. Short sellers themselves decided to close their positions over the past month. Up to 22.2% of Taiwan Semiconductor’s short interest was wiped out as higher prices were made, forcing bears to close their positions. Smart Money Gets Behind Taiwan Semiconductor As the stock continues to break out and broader industry themes align, creating further upside potential for the company, investors shouldn’t be surprised to see some new institutional buyers knocking on the door, willing to buy more of the stock. As of early July 2025, allocators from PineStone Asset Management decided to boost their holdings in Taiwan Semiconductor stock by 3.5%. While this doesn’t sound like much on a percentage basis, in dollar terms, this new addition has brought the group’s net position to a high of $1.6 billion today. The reason these institutions decided to buy could be mainly attributed to the broader effects of this $70 billion bill. However, there is another fundamental factor that also stands to benefit Taiwan Semiconductor stock. Compared to peers like NVIDIA Co. (NASDAQ: NVDA) and Advanced Micro Devices, Inc. (NASDAQ: AMD), valuation multiples speak volumes. Even though Taiwan Semiconductor stock is now trading at a new all-time high, its forward price-to-earnings (P/E) ratio still stands below that of its peers. This means that a valuation “catch-up” play could be had in the coming months, perhaps another driving factor behind the institutional buying. One last, unorthodox check an investor can do on Taiwan Semiconductor stock is to examine what those with their finger on the pulse of what Washington is doing have decided to buy for themselves. As it turns out, Cleo Fields, a congress member, decided to buy as much as $250,000 worth of Taiwan Semiconductor stock as of late June 2025. This decision was made suspiciously close to President Trump's $70 billion investment announcement, leading investors to the conclusion that this company's future is indeed brighter and filled with more upside.
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