Mark this date:
On March 31st, 2026...
The biggest scam in the history of gold markets will be exposed...
It's the math that keeps bankers up at night...
The gold chart that has Wall Street shaking in its loafers...
That's the day the public will see that their gold ETFs are nothing but paper...
The rush from ETFs to real assets will be unlike anything we've seen in 300 years.
One stock on the receiving end of this epic transfer, is set to explode 1,000% as ETF holders could get wiped out.
This isn't a hunch - it's math.
See all the evidence for yourself right here and take your position before it's too late.
"The Buck Stops Here,"
Dylan Jovine
Cracking the Chip Monopoly: Meta Invests in AMD Chips
Reported by Jeffrey Neal Johnson. Posted: 2/24/2026.
The artificial intelligence (AI) revolution has triggered the largest capital expenditure cycle in technology history. Hyperscalers are pouring hundreds of billions of dollars into data center infrastructure to support complex computational workloads. For the past year, a single semiconductor supplier dominated the hardware landscape, allowing it to dictate pricing and control supply timelines across the sector.
However, the market is now undergoing a structural shift. Major technology conglomerates are diversifying their supply chains to break this bottleneck. They are seeking alternative vendors to reduce dependency, lower operating costs, and secure guaranteed compute capacity for future AI models. That shift creates a sizable opportunity for competing hardware designers capable of operating at hyperscale and presents investors with a clear catalyst for meaningful stock-price appreciation across the semiconductor space.
A 6 Gigawatt Shift in Data Center Computing
Meta Platforms (NASDAQ: META) recently announced a multi-year agreement to deploy up to 6 gigawatts of Advanced Micro Devices (NASDAQ: AMD) Instinct GPUs. Financial markets reacted immediately and positively: Advanced Micro Devices rose 8.77% on heavy trading volume, closing at $213.84.
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Key Points
- The strategic partnership aligns the financial interests of both technology giants by incorporating an innovative, performance-driven equity incentive structure.
- Diversifying the semiconductor supply chain allows cloud providers to secure guaranteed computing capacity while establishing long term predictability.
- Securing a foundational role in next-generation computing infrastructure validates the product roadmap and creates a compelling avenue for capital appreciation.
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This new infrastructure deployment features specialized hardware designed to handle massive data center workloads efficiently. Core components include:
- Custom MI450-based graphics processing units optimized for large-scale workloads
- Sixth Generation EPYC central processing units, codenamed Venice
- Helios rack-scale systems, built for seamless data center integration
Shipments supporting the initial 1-gigawatt deployment are scheduled to begin in the second half of 2026. While large hardware rollouts require lead time, financial markets are forward-looking. Wall Street is already pricing in this guaranteed, multi-year revenue stream. Securing a major commitment from one of the largest technology companies in the world provides long-term cash-flow predictability for the chipmaker.
The 160 Million Share Incentive Plan
The agreement includes a performance-based warrant that allows Meta to purchase up to 160 million shares of Advanced Micro Devices common stock — potentially equal to roughly a 10% equity stake in the company.
Those warrants vest as Meta meets specific hardware deployment milestones and predetermined stock-price thresholds. This creates a circular financing dynamic: by aligning the companies' financial interests, Meta has a strong incentive to scale the partnership. As the cloud provider deploys more hardware, it helps support the valuation of its hardware partner. That structural alignment provides a fundamental floor and long-term stability for the stock, reducing the risk of abandoned supply agreements or canceled orders.
The Hyperscaler Diversification Strategy
On the macro side, Meta projects 2026 capital expenditures of $115 billion to $135 billion, highlighting the scale of capital entering the hardware market. It's worth noting the company also recently committed approximately $50 billion to NVIDIA for hardware.
That combination shows the total addressable market for AI infrastructure is large enough to support multiple substantial contracts simultaneously. Hyperscalers are dual-sourcing hardware to mitigate supply bottlenecks and gain pricing leverage in a constrained market. AMD doesn't need to fully displace its primary competitor to achieve exponential revenue growth; securing a core pillar of compute infrastructure can deliver tens of billions in forward revenue and validate its technology for other cloud providers seeking alternatives.
Why a Premium Multiple Makes Sense
NVIDIA (NASDAQ: NVDA) currently commands a roughly $4.69 trillion market capitalization, while Advanced Micro Devices sits at about $348 billion. Advanced Micro Devices reported record fourth-quarter 2025 revenue of $10.27 billion, driven by $5.4 billion in Data Center revenue.
AMD management projects Data Center revenue will grow more than 60% annually over the next three to five years. The stock currently trades at a higher forward price-to-earnings multiple than its primary competitor, but because AMD is just entering its major AI revenue inflection point, its much smaller market capitalization offers a higher ceiling for percentage gains. For growth-oriented investors focused on long-term expansion rather than trailing earnings metrics, the premium multiple can be justified.
Securing a Fundamental Role in Future Infrastructure
AMD is rapidly expanding its enterprise ecosystem with the MI450 architecture and advanced rack-scale systems. Development is already under way for the next-generation MI500 series, slated for 2027 and designed to power large-scale multimodal models.
The AI hardware market can support multiple winners, reducing the risk of a strict winner-takes-all outcome. AMD is cementing its position as a foundational infrastructure provider for the next decade of computing. The ongoing rollout of next-generation chips offers investors a scalable growth asset, and with a validated roadmap to tens of billions in annual data center revenue by 2027, the company's fundamentals present a compelling opportunity for long-term capital appreciation.
Palo Alto Networks' Dip Might Be a Gift if This One Thing Holds
Reported by Thomas Hughes. Posted: 2/19/2026.
Key Points
- Analysts largely view Palo Alto’s guidance-driven dip as temporary, with integration costs pressuring near-term margins but supporting long-term positioning.
- Institutional ownership and recent buying activity are presented as key supports, with price action holding near a stated critical level.
- Core business momentum—especially Next-Gen Security ARR and rising RPO—supports the case for re-acceleration once costs normalize.
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Palo Alto Networks’ (NASDAQ: PANW) February guidance update kicked off a buy-the-dip narrative among some analysts, who point to durable growth, a favorable outlook and strong cash flow despite near-term headwinds. The company trimmed its 2026 earnings outlook, but analysts note offsetting factors: accelerating and sustainable outperformance and a clear explanation for the weakness—higher integration costs from recent acquisitions. Those deals are pressuring margins in the short term but help cement Palo Alto’s position in the cybersecurity ecosystem.
To be fair, analysts’ reactions, as tracked by MarketBeat, are mixed. The site recorded 14 revisions within the first 12 hours after the release, including eight reduced price targets. Those cuts generally align the street with consensus levels; the remaining updates reiterated ratings and price targets. The bottom line: 42 analysts rate the stock a consensus Moderate Buy, and the consensus implies more than 40% upside from the stock's key support target.
Palo Alto Well Supported at Critical Levels: Institutions Accumulate in 2026
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The critical support level lines up with long-term lows established in 2024 and 2025 and appears unlikely to break. The initial sell-off on the guidance failed to reach that support before a rebound began, suggesting solid support around $150, which could be the launchpad for a recovery.
Institutions look to be buyers of this dip. MarketBeat data show institutional holders sold aggressively in Q2 and Q3 2025—selling roughly $4.25 for every $1 purchased—but returned to net buying in Q4 and maintained that stance into early Q1 fiscal 2026 (FY2026). Institutions now own about 80% of outstanding shares, providing a meaningful support base and a potential tailwind for the stock. While further selling remains a risk, the Q2 FY2026 results do not suggest company failure, implying the potential for a bottom and a reversal in coming months.
Platformization Drives Palo Alto Results; Guides for Acceleration
Palo Alto delivered a solid quarter, with revenue up 15% to $2.59 billion. Growth has eased from prior peaks but still beat expectations by a slim margin. Strength was led by Next-Gen Security, which posted a 33% year-over-year increase in annual recurring revenue, along with client wins and deeper penetration as reflected in remaining performance obligations (RPO). RPO rose 23%, indicating revenue growth could remain strong or even accelerate in coming quarters. Subscription and services revenue grew 13% and 15%, respectively.
Margin metrics were encouraging as well. Operational quality remains high even though recent investments have yet to fully flow through to results. GAAP and adjusted earnings expanded at double-digit rates, outpacing consensus by nearly 1,000 basis points. Management raised revenue guidance to $2.94 billion at the low end of the range—well above the $2.60 billion consensus—while forecasting earnings near $0.79, below the $0.92 consensus, largely due to anticipated integration costs.
Palo Alto’s Balance Sheet Is a Fortress
Palo Alto’s balance sheet remains strong, showing no red flags for investors. That said, the company’s aggressive acquisition strategy—most notably CyberArk, Chronosphere and Koi Security—will pressure resources and dilute shares in the near term.
Key Q2 highlights include higher cash and assets, manageable debt levels, declining liabilities and a roughly 20% increase in shareholders’ equity. Equity is likely to continue growing in the quarters ahead.
Potential upside for investors includes margin recovery and the resumption of accretive share buybacks, possibly as soon as late 2026 or early 2027. Catalysts include continued digitization and cybersecurity demand, further rollout of Palo Alto’s platform strategy, and successful integration of recent acquisitions.
Near-term headwinds from integration costs should fade, leaving a more robust outlook for future profitability. Longer term, opportunities include securing the rise of the agentic enterprise and other emerging enterprise security needs.
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