Is Silver a pure AI play?
Note how Silver has been moving in sync with Global X Artificial Intelligence ETF $AIQ... Source: The Market Ear
Gold miners are making record profits:
Production margins are at an all-time high as gold prices surge while costs rise much slower. Miners are now earning more per ounce than ever in the past 10 years. Meanwhile, gold miners ETF, $GDX, has skyrocketed 103% year-to-date. Source: Global Markets Investor
US TO BUILD STRATEGIC URANIUM STOCKPILE
Source: Shay Boloor
Are U watching 💚
Source: Stokdog
J-C Parets on Lithium:
"Lithium is the bridge commodity - connecting cyclical reflation with structural demand. EVs, battery storage, datacenters, renewable energy - these aren't optional trends. They're structural. Lithium demand doesn't go away because the economy slows for a quarter. When capital rotates back into lithium, it tells us that the forward-looking, technology-driven demand story is aligning with the cyclical reflation story that gold and copper already flagged". Source: J-C Parets
A golden year so far...
Source: GoldSilver HQ
In case you missed it...
Silver hits highest closing price in 14 years. Source: Barchart
Will Silver be next?
Source: Trend Spider
