Great analysis. Question: Why were these supply/demand effects not baked into the price beforehand? Was there some sort of corresponding silver bear thesis that didn't play out?
think my biggest source of alpha here was just being in two worlds at the same time and seeing that the AI folks and the precious folks were in two different worlds.
I don't get why you'd use solar panels for AI Data Centers. Need baseload power. Batteries might work at night, but what you gonna do when its cloudy a few days? Nuclear & natty are the way to go.
Agree with your other points though. I'm long SLV. Longer gas pipelines.
Someone should setup a security/blockchain backed by ownership of silver in solar panels which pays out dividends.
Great analysis. Question: Why were these supply/demand effects not baked into the price beforehand? Was there some sort of corresponding silver bear thesis that didn't play out?
think my biggest source of alpha here was just being in two worlds at the same time and seeing that the AI folks and the precious folks were in two different worlds.
I don't get why you'd use solar panels for AI Data Centers. Need baseload power. Batteries might work at night, but what you gonna do when its cloudy a few days? Nuclear & natty are the way to go.
Agree with your other points though. I'm long SLV. Longer gas pipelines.
Someone should setup a security/blockchain backed by ownership of silver in solar panels which pays out dividends.
nat gas is baseload sure but it's dirty (so europeans /greens don't like it) and imported (so china doesn't like it).
coin was an idea we had but hard to tie to panels, physical silver is easier.
"This time is different" for silver (usually when I write that I called the top). Well done.
amazing year, well played
A festive silver thesis Turducken
You are a legend.
Except for the monetary value, seems the same supply-demand imbalance would apply to copper too.
Well done and thank you for your earlier posts.
Even though I only took a one and a half percent position in my portfolio, it’s up 73% so I’m still pretty stoked.