Group 1: Gold Market Overview - Gold has been one of the best-performing assets over the last 12 months, increasing by approximately 29% [1] - The price of gold has climbed an average of 9.7% over the last 25 years, although it underperforms compared to the SPY ETF's 27% annual return [2] - Gold serves as a hedge against inflation, maintaining its value during economic uncertainty [2] Group 2: Gold Mining Stocks - Newmont Corporation, the world's largest gold miner, has a current stock price of $56.57 with a 12-month price forecast of $54.55, indicating a potential downside of 3.57% [5] - Newmont's revenue and earnings saw significant year-over-year growth in 2024, benefiting from rising gold prices, with expectations for continued performance in 2025 [6] - Freeport-McMoRan, while not primarily a gold miner, has gold accounting for about 14% of its revenue, with a current stock price of $33.33 and a 12-month price forecast of $48.39, suggesting a 45.20% upside [7][8] - Barrick Gold, another major player, has a current stock price of $20.91 and a 12-month price forecast of $24.21, indicating a 15.77% upside, with significant exposure to gold [11][12]

Group 1: Bitcoin's Mainstream Acceptance - Bitcoin has gained legitimacy and mainstream status, with the SEC acknowledging it through spot Bitcoin ETFs like iShares Bitcoin Trust by BlackRock [1] - Companies like MicroStrategy have successfully used Bitcoin to enhance shareholder value, with its stock soaring 20x since 2020 [1] Group 2: Companies Embracing Bitcoin - More companies outside the tech sector are replacing cash reserves with Bitcoin or investing in it [3] - Alliance Resource Partners, the largest coal producer in the Eastern U.S., is diversifying into Bitcoin mining, having mined over $30 million worth of Bitcoin by April 2024 [6][11] - Semler Scientific adopted Bitcoin as its primary treasury reserve asset in May 2024, leading to a significant increase in its stock price from $26 to a peak of $81.56 [15] - Mogo Inc. approved an initial investment of up to $5 million in Bitcoin and Bitcoin ETFs, which initially boosted its stock price [21] Group 3: Financial Performance and Outlook - Alliance Resource Partners reported a revenue of $2.4 billion and net income of $360.9 million for the full year 2024, with a forecast of coal sales volumes between 32.25 million to 34.25 million tons for 2025 [7][8] - Semler Scientific holds 3,192 Bitcoins valued at an average price of $87,854 each, with a market capitalization growth of over 200% since adopting Bitcoin [19][20] - Mogo's Q3 2024 revenues rose 8.28% YoY to $12.69 million, with significant growth in its payment solutions business [22][23]