EyeOfTheTiger
03-04 19:24

Silver is still (theoretically) very undervalued IMHO, and deserves to push on with its rise this year. Bio and Traditional tech sectors are both leaning much harder into silver use now in new developments, while refineries and mining processes only get more efficient. All this combined with rising commodity pricing, means even more $ trickling down to harvesting and refinement practices. A self-perpetuating positive for the metal and its use.

Should that provide a rise? Not in itself, and it could be considered yet another reason to see silver prices drop back to BAU levels. However, enabling easier access to cheaper, higher-quality silver can further it's use in bleeding-edge development - and on a wider scale - in more markets. So there is a world in which this recent run helps snowball Silver's upswing and give additional momentum.

Gold will always be gold. But it's usage value is equally sentiment-tethered, as much as it is contrived. Silver is a real-world development driver. And one with a vastly growing needs case. It is already a gold mine. 

Gold Cooling? Could Silver Be a Better Choice?
Markets are beginning to price in a potential "de-escalation," leading to profit-taking after gold hit all-time highs. However, silver is outperforming gold, supported by industrial demand (specifically AI server cooling components). JPMorgan warned that if the US-Iran conflict does not expand further, the short-term geopolitical premium could retraced by 3-5%. Is now the take-profit timing? What's your PT for gold and silver? Will "Gold-to-Silver Ratio" cause silver to outperform gold in the second half of 2026? What’s your take on silver? Would you take profits on gold?
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