David

Don't think how you can make $1e6 dollars, think how you can serve 1e6 people.

[Graddhy - Commodities TA+Cycles @graddhybpc]

Been posting that this ratio was bottoming. And with silver´s huge move lately, it broke out above blue line.
Next big silver move starts at blue backtest.

As been saying - these market opportunities are extremely rare, maybe once or twice in a lifetime, so make the most of it.

[Hedgie @HedgieMarkets]

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.

My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.

This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.

Hedgie🤗

[Graddhy - Commodities TA+Cycles @graddhybpc]

Next big move in PM miners starts when pink pattern breaks out.

That is a pink 10-year base, and we know that:
=> "the bigger the base, the higher in space"

Huge gains last few years, which will continue big picture.
Watch for that pink 10-year base breakout. #joinus

[Don Durrett - goldstockdata.com @DonDurrett]

This is fake, right? 😳

[Don Durrett - goldstockdata.com @DonDurrett]

My Favorite Silver Picks

Producers
Coeur
Pan American
Hecla
First Majestic
Americas Gold & Silver
Avino
Aya
Endeavour
Fresnillo
Hochschild
Santacruz
Guanajuato

Developers
Silver Storm
Silverco Mining
Silver Mountain
Andean Silver
Gogold
Silver Tiger
Discovery Sivler
Vizsla Silver
Blackrock Silver
Silver X

[InfoGram @_InfoGram_]

BREAKING🚨: This is EPIC by 🇨🇳 CHINA🔥

🇺🇸Trump: We need $2 billion a day to reopen the Strait of Hormuz

🇨🇳China's FM Senator: But the SOH was already open before the war? The Root cause of this disruption is your illegal military operations against Iran.🔥

You have created a Global Crisis OUT OF NOTHING” 🔥🔥

BRUTAL REALITY CHECK⚡️🗿

[MBAeconomics @MBAeconomics1]

December 2026 option activity:

Wall Street is accumulating $15,000-20,000 call options on #gold and $700-1,000 call options on #silver.

Everything is coming together.

Are you positioned?

[Graddhy - Commodities TA+Cycles @graddhybpc]

I wonder if the next move up for this ratio will be because NVDA drops.

AG took off like a rocket since the linked post below.
The pink triangle reversal pattern broke to the upside, as expected, and it then followed black arrow perfectly.
Now pausing at the blue apex which is normal.

The precious metals ratio charts I have posted is your ticket out of the rat race. Fortunes WILL be made. This proxy chart was saying the tide is turning, that the capital rotation is in the making. As been saying, precious metal mining companies will become the new go-to stocks.

At the service we caught the whole precious metals upmove.
And, we also called the recent top at the service.
Following the right people is absolutely imperative. #joinus https://t.co/dZoc2yuE1z

[Rob Moore @robprogressive]

Why do you have to pay 10% of what you earn on Council Tax for your house…

When you already paid 15% stamp duty to buy the house…

From money you paid 45% tax on in the first place 

That’s 3 f*cling taxes just to LIVE. 

Why do you have to pay 20% tax on a new car 

And then up to £5,490 road tax 

And then 59% fuel duty and 20% VAT which is £41.46 out for a £70 tank in tax 

That’s 3 f*cking taxes just to DRIVE  

AND there’s STILL POTHOLES f*cking everywhere

Beyond a joke

[LinaHua @Linahuaa]

Dubai getting fucked is even 10x worse than 9/11.

Their whole shtick is that they're the Switzerland/Singapore of the desert- that rich bros from everywhere can go there and monger safely.

That myth was complete and irreversibly ANNIHILATED!

It's not safe there anymore, and it never will be again.
Rich people value safety over anything.
For people that have it all, LOSS is the greatest source of unhappiness imaginable.

Several of my >$100M networth customers just went to Dubai during the Chinese New Year, and they were days away from being stranded there with rockets exploding over their heads.
They will never go there again.

THIS is why Dubai bros went on a hilarious cope spree to ensure everyone on the internet that everything was "fine".
They of all people are feel the most threatened by the new reality.

And THIS, is already the BIGGEST American L from the whole Iran saga.
It doesn't even matter what will happen next.
US allies realise: Being friends with America is dangerous.
It can change the fate of your nation overnight forever!

[SilverTrade @silvertrade]

🚨BREAKING HUGE:
🇮🇳INDIA WILL NO LONGER USE LBMA FOR GOLD & SILVER PRICING��️

[David Icke @davidicke]

70 million people in the UK and those calling the shots are a handful by comparison. Yet we need still another political party when if we stopped cooperating with our own enslavement, and being divided and ruled, the politicians of all shades and their Cult owners would have no power at all. THEIR 'power' is only OUR power which we give to them in the form of acquiescence.
When that penny drops, it's over. But not until.
I know - let's start a 'don't give your power away to authority' party. No - let's not. Let's just DO IT.
Every time we create another 'party of hope' (hope is always in the 'future' never the present) the longer that penny drop is delayed and that's the idea.
WE are the answer - not Cult-owned politics.

[David Icke @davidicke]

This is where the Cult was always going - the complete destruction of the ability of the non-Cult population to secure any form of independent livelihood. Non-Cult businesses have been targeted with 'Covid' lockdowns and an endless list of other economic weapons because the idea is that the population will be forced into a pittance 'Guaranteed Basic Income' that they will only get if they conform.
All other work would be lost to AI and commerce dominated by the giant Global Cult corporations. It's happening before our eyes and the pace is getting ever quicker.
The Netherlands government which has banned me since 2022 is completely Cult owned, not least through its 'royal' family, but the same economic squeeze is on all over the world.
This is not by accident or incompetence. It is by design. Incompetent politicians are merely the essential useful idiots.

[Don Durrett - goldstockdata.com @DonDurrett]

Mid-Week Macro

The S&P 500 is at 6882. So, in the near term, as long as that holds, gold and silver will trend higher. Gold started the year at $4350, ripped to $5600, then corrected to $4400 in two days, and is currently trading at $5014 spot. The correction appears to be over. That was a 20% correction. Silver has a similar story, but with more volatility. Silver was up 70% in February, then corrected by 40%, and is currently back to $90 spot. The HUI started the year at 700 and is currently at 815, or up 16% for the year.

So, we wait. For what? For the S&P to roll over and die. That’s the last battle, and then we win the war. Until that battle is fought, we will have potential headwinds (a deep correction) ahead. Yes, gold and silver can trend higher before that battle occurs, but it’s coming. The right move is to ride the train (hold your gold/silver miners) and buy the dips. I bought the dip in October, and this one, and I will buy the next one as well. The last dip took 4 weeks to recover. This one might take longer because it was so sharp. We need gold to reach $5600 and silver $121. Regaining those levels won’t happen quickly.

Sadly, this is the year that America dies as a nation. I’m calling it the end of American Greatness, but it’s worse than that because we won’t recover. What comes next if the breakup of the country. That breakup will take a few years to unfold, but the eventual outcome will become apparent by year's end. There is nothing that can be done to prevent it. This has been a fait accompli for some time now. I’ve known it since 1989, but now you are starting to figure it out. Once we went against economic principles and adopted MMT, it was only a matter of time before our demise. It comes down to this simple truth: you can’t print prosperity. We have been living on borrowed time since our debt load exceeded our ability to pay.

Ray Dalio didn’t need the esoteric sources that I used to figure this out. He has been screaming that a new monetary order is unfolding. He can see it as clear as day. Wall Street can’t, and the mainstream can’t, because they listen to the Wall Street narratives. However, the party is over. As Jeremy Irons said, “This is it!”

[David Icke @davidicke]

The most ridiculous thing I have heard about Epstein is that he ran the world's biggest paedophile ring. Not even close. He ran a Mossad/CIA blackmail operation that is just PART of a vast global paedophile/Satanic network that goes back into the ancient world and on which the very existence of the Global Cult is founded to this day.
Paedophilia and Satanism (masks on the same face) are fundamentally connected to the other-dimensional force (the 'gods' of the ancients) from which mass human control originates. The ancients sacrificed 'young virgins' (code for children) as a 'gift to the gods' and the 'Elite' are still doing so all over the world in secret rather than openly as before.
Why? What is this 'gift'? It is low-vibrational human mental and emotional energy and the prepubescent energy of children which the Astral 'gods' feed off - be that in a human sacrifice or the result of a war or mass suffering, fear, anxiety, depression, etc.
This image captures what humans are to these 'gods' - an energy source as I have been saying since the 1990s and it's why our simulated fake ‘Matrix’ has been created to hijack human perception and sense of reality. See The Road Map.
Laugh all you like – I really couldn’t care less. I am after the truth not a round of applause.

[Don Durrett - goldstockdata.com @DonDurrett]

Friday Recap

AU: $4890 ($4935 - Last Week) (-1%)
AG: $85 (103) (-17%)
HUI: 781 (884) (-12%)
DXY: 97.1 (97.5)
S&P: 6939 7(6915)
10-Yr: 4.2% (4.2%)
Oil: 65 (61)

Today felt like a bloodbath, but it really wasn’t. I always say the only close that matters is Friday. This week was the epitome of that saying. Gold/silver/miners ripped early in the week, but couldn’t hold the close. Gold was only down 1% on the week. A nothing-burger. Remember, this is all about gold. Silver is just along for the ride. Lil Sis (silver) was running ahead of her Big Brother (gold), and he whistled. She came running back.

You only have to ask yourself one question: Is this bull market in gold over? To answer that question, ask yourself how the last two bull markets in gold ended in 1980 and 2011? The answer is that the business cycle was about turn positive (strong economic growth was coming). Do you see that on the horizon? I surely don’t. I compared today's correction with any other harsh correction day — no big deal. This is normal volatility for a bull market. As I have said, the bull is going to buck, and to buy plenty of Band-Aids for those knife cuts. Gold and silver ripped this week and got ahead of themselves. That’s all.

In October, the HUI was down 22%. This week it was down 12%. Will this correction drop 22%? I doubt it. I said to expect about 5 corrections in 2026. This was the first one. I like buy corrections. Today, I bought two stocks. Plus, I checked my portfolio for any stocks that I liked that were underweight. I found 6, which I plan to buy Sunday night and Monday. We need to stack shares until the miners get pricey, and they won't remain cheap for much longer.

On Wednesday's Mid-Week Recap, I said the new floor was $4500 for gold and $85 for silver. We hit my silver floor two days later. That floor was clearly too high. I’ll move that to $75, and keep gold at $4500. I doubt those will be tested in February, but the rest of the year will be volatile. In fact, the worst correction is still ahead of us when the S&P finally rolls over. That is the last battle in this war. Today was a battle the banksters won, but we will win the war.

[Peter Spina ⚒ GoldSeek | SilverSeek @goldseek]

🚨 Silver Breaks Above $100/ounce — one for the history books!!

[gaut @0xgaut]

engineers watching everybody else vibe code apps

[Gerald Celente @geraldcelente]

Profound. But we’re going to need those Epstein Files

[David Bateman @davidbateman]

Silver ripping faces off but still maybe 1 in 100 people have any clue, let alone are making purchases. We’re in the early innings. 1 in 10,000 know the monetary system is failing and precious metals are the life raft