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:
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- 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 November 15th…
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.
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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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3 Heavily Shorted Stocks That Could Prove the Bears Wrong
Written by Leo Miller. Published 9/2/2025.
Key Points
- RIVN, TEM, and MP are three stocks that some investors think will fall flat on their faces.
- All three have more than 15% of their floated shares sold short, indicating a large degree of bearishness.
- Despite their issues, all three also have important positive factors on their side that push back against bearish sentiment.
Short interest reveals how investors are betting on a stock's downfall. Specifically, the percentage of a company's floated shares sold short gauges the depth of bearish sentiment.
Below, we highlight three heavily shorted names and unpack what skeptics may be overlooking.
RIVN Faces a Sink-or-Swim Moment With the R2
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why (Ad)
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund.
It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: "Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you."
This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight.
First up is electric vehicle (EV) stock Rivian (NASDAQ: RIVN). Like many EV peers, Rivian has struggled to consistently add market value. Building a profitable EV company is extremely challenging; only Tesla (TSLA), Li Auto (LI), and BYD (BYDDY) have achieved it. Rivian still fails to post a positive gross margin, often selling vehicles for less than the cost of materials and labor.
After accounting for corporate, sales, and R&D expenses, Rivian reported an operating margin of –83% last quarter, underscoring how far it is from profitability. That likely explains why 21.5% of its float is sold short.
The company has routinely lost hundreds of millions of dollars each quarter—a trend that can't continue indefinitely.
However, Rivian could prove short sellers wrong if its upcoming R2 model lives up to expectations. The R2 is the company's second consumer vehicle, and Rivian has already locked in its materials costs at 50% below those of the R1.
If the R2 becomes a blockbuster, it could push Rivian closer to profitability. Still, even with lower costs, the company needs strong sales to reverse its fortunes, making the R2 launch a critical inflection point.
Short Sellers Bet Against TEM Despite Strong Growth
Next is healthcare data specialist Tempus AI (NASDAQ: TEM). Since its June 2024 IPO, the stock has gained about 88% year-to-date on robust revenue growth and steady progress toward profitability. Yet investors have sold short over 27% of Tempus's float.
Critics claim Tempus added "AI" to its name for marketing flair, pointing out that AI-driven products still represent a small piece of revenue. However, the company's core segments—genomics, data, and services—have all expanded rapidly since the IPO.
Notably, 19 of the world's top 20 pharmaceutical firms leverage Tempus's data to accelerate drug research. This real-world adoption indicates Tempus is delivering tangible value in the fast-growing precision medicine market.
MP's Surge Drives Short Interest, But Key Catalysts Remain
Last on our list is MP Materials (NYSE: MP), whose shares have jumped over 350% in 2025 despite seven straight quarters of negative adjusted EPS. That disconnect has driven nearly 19% of its float into short positions.
MP Materials benefits from two key factors: the rising strategic importance of rare earth metals and robust government backing. MP operates the only “active and significant” rare earths mine in the U.S., and the Department of Defense holds a 15% stake, making it the company's largest shareholder.
These advantages could help MP Materials secure a durable, profitable position as the U.S. works to rebuild domestic supply chains for critical minerals.
Short Interest and Positive Catalysts: A Balancing Act
Short interest offers valuable insight into market sentiment, but it must be balanced against each company's fundamentals and growth catalysts. For RIVN, TEM, and MP, both bullish and bearish arguments carry merit—making them names to watch closely.
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