$6,000 Gold Isn’t Crazy🪙

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Gold just did the financial equivalent of kicking the door down.

Gold smashed through $5,100/oz.
Silver? Casually ripped past $110/oz.

Both hit record highs like they were late for a flight and security waved them through.

This wasn’t a slow grind higher. This was a panic-buy, grab-the-life-raft kind of move.

A perfect cocktail of fear, uncertainty, and money printers humming softly in the background.

When the world starts feeling wobbly, gold shows up wearing a cape.

That’s their biggest weekly percentage gain since 2020 — aka Peak Chaos Year.

When metals run, miners don’t walk — they sprint.

A bunch of precious-metal miners tagged fresh 52-week highs, with moves ranging from nice to did you unplug gravity?:

This is classic miner math:

Metal price up a little → miner profits up a lot → stocks go feral.

Two big forces are keeping the bid under gold:

As one analyst put it: “The only certainty right now is uncertainty.”

Gold heard that and said, “Say less.”

Analysts are now tossing around a spicy number:

$6,000 per ounce… this year.

And not in a “maybe if the stars align” way. More like a “this might actually be conservative” way.

When fear, central banks, and retail investors all want the same thing… prices tend not to ask permission.

Gold isn’t just a hedge right now. It’s the market screaming, “Something feels off.”

Gold breaking $5,000+ isn’t a normal headline — it’s a regime shift. Big psychological levels attract trend-followers, allocators, and headline money.

📌 Action: Build or add to a position in SPDR Gold Shares $GLD ( ▲ 6.36% ) on pullbacks or consolidation days. This isn’t about nailing the top — it’s about staying exposed while gold trends toward the $6,000 narrative. Trail stops higher as price makes new highs.

Silver isn’t just tagging along — it’s outperforming. +11% in a session tells you positioning was wrong and people are scrambling. Silver historically overshoots in precious-metal bull runs.

📌 Action: Allocate a smaller, higher-volatility sleeve to iShares Silver Trust $SLV ( ▲ 6.24% ). Treat it like a momentum asset, not a safe haven. Take partial profits on big spikes, but keep a core position while macro fear stays elevated.

Gold up is good. Gold miners up is where it gets spicy. When metals rally, miners’ margins expand fast — and stocks react violently.

📌 Action: Build exposure via quality miners like Newmont $NEM ( ▲ 3.8% ) or Barrick Mining $B ( ▲ 2.37% ), or spread risk with a miners ETF like VanEck Gold Miners ETF $GDX ( ▲ 4.28% ). Hold while gold stays bid; trim if metal prices stall.

Michael Burry just did the thing everyone said he wouldn’t do again.

He went long GameStop.

But before you picture rocket emojis and Reddit chants, pause. This isn’t a “YOLO the squeeze” thesis. This is a balance-sheet nerd wearing meme stock clothing.

Burry says you’re looking at $GME ( ▼ 5.15% ) wrong.

This isn’t a dying retailer clinging to Funko Pops and dusty PS4s.
It’s a cash-rich platform with a young, disciplined leadership team and a CEO who treats capital like it’s his own money. Because… it is.

Under Ryan Cohen, GameStop has been quietly doing the unsexy stuff that actually matters:

No hype. No noise. Just financial housekeeping.

Here’s where it gets spicy.

GameStop now sits on roughly $8.8 billion in cash.
And the debt? About $4.4 billion, mostly interest-free thanks to 0% convertible notes and warrants.

That’s like borrowing money from the future… for free.

Even while the retail business shrinks, tangible book value keeps growing. That’s rare. Like “finding a clean McDonald’s bathroom” rare.

Burry actually pours cold water on the idea of another legendary squeeze.

No “mother of all short squeezes.”
No infinity pool.

Instead, he points to something way more boring — and way more powerful:

Optionality.

GameStop has billions sitting there, waiting to be deployed patiently and intelligently. Acquisitions. New ventures. Strategic moves that don’t need to happen tomorrow.

And thanks to net operating losses, future profits can be sheltered from taxes. That’s corporate cheat-code energy.

Burry says he’s been buying GME recently and believes he’s getting in around 1x tangible book value / 1x net asset value.

Translation: He thinks the market is pricing GameStop like a box of unsold DVDs… while it’s actually a war chest with optional upside.

“The value is not in another big short squeeze,” Burry wrote.
“It’s in billions of dollars in capable hands.”

Cold. Calculated. Very on-brand.

On Monday, GME popped 8.5%. Zoom out and it’s now up 23.5% in the 2026 trading year.

Not mooning.
Not crashing.
Just quietly… working.

Sometimes the meme stock grows up. And that’s when things get interesting. 👀

Tesla’s earnings are coming up. And the stock is already acting like it knows something we don’t.

On Monday, Tesla quietly lagged the market as investors strapped in for earnings week. No fireworks yet. Just nervous pacing.

Here’s what the Street expects Tesla to drop for Q4:

Not terrible. Not thrilling. Very “prove it” energy.

Tesla already spilled the beans on deliveries, and they came in a little light:

Zoom out and it gets spicier:

That’s a notable slowdown — especially for a company that used to brag about growth like it was a personality trait.

Earlier in the year, Tesla got a boost as buyers rushed in ahead of EV tax credit changes:

Then Q4… cooled off.

Think Red Bull at 2am → crash by breakfast.

This quarter isn’t about cars. It’s about the sci-fi roadmap.

Wall Street wants updates on:

“Are we buying a car company… or the early version of Skynet?”

Morgan Stanley analyst Andrew Percoco says the big catalyst is a fully public robotaxi launch in Texas with no safety driver.

That’s the “put your money where your neural net is” moment.

But there’s confusion:

Which is kind of like saying your kid rides a bike solo — while you sprint behind them.

Goldman Sachs also chimed in with a reality check.

Analyst Mark Delaney says Tesla will grow FSD and robotaxi over time — but competition will cap profit growth.

Tesla isn’t the only kid building robots in the garage anymore.

Options traders are pricing in a ~6% move post-earnings.

The stocks that tend to wobble in Tesla’s wake?

If Tesla sneezes, they catch pneumonia.

As of Monday afternoon:

That makes Tesla more valuable than:

Combined. No pressure, Elon.

Either way — earnings won’t be boring.