@calvinfroedge Why crazy? Silver really has a solar issue. 2 chinese producer have managed to meaningfully reduce silver content. One of the already goes into production. If industry follows over next quarters this could reduce demand by 50-60m OZ. Once in balance 50-60USD are realistic
@zephyr_z9 Well deserved shout out to @MaiusPartners. Very much like his Research. If possible, would very much appreciate more insights on the bear points - esp Arashi and CCT
@PythiaR Yeah almost as good as tobacco… litigation and user churn risk without pricing duration 🔥😂
Def need a new creative name as they pivot to AI hardware
@Brian_Stoffel_ Technical discussion but what matters is OPM
Beat in Q1 and no diltution FY
Reminds me of the $GOOG search discussion
$NOW seems to be fine