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21,559 просмотров • 1 месяц назад •via X (Twitter)

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💥J. Rickards and K. McCullough: Why Silver Could Hit $150 Sooner Than You Think K. McCullough: "In a frenzy, silver could go much higher than formulas suggest ... People chasing could take it to levels that seem impossible today" The Gold Correlation Play ✅ "There's no way gold goes to $10,000 without silver going to $100-150" ✅ Silver historically amplifies gold's moves with 2-3x leverage ✅ "Silver is along for gold's ride - but it's a rocket ship, not a passenger car" The Ratio Play: 80:1 Can't Last ✅ Current gold-silver ratio: 80:1 (historically unsustainable) ✅ Historical average: 60:1 would mean $75 silver at $4,500 gold ✅ Return to 30:1 ratio (ancient levels) would mean $150+ silver ✅ "Only 8x more silver mined than gold, but 50% gets consumed industrially" The $100-150 Price Target ✅ "If gold hits $10,000, silver absolutely goes to $100-150" ✅ Based on historical ratio analysis and supply-demand fundamentals ✅ "Silver could actually be better money than gold for practical use" Industrial Demand Multiplier ✅ Unlike gold, silver has massive industrial consumption (50% of annual supply) ✅ Solar, EVs, weapons, data centers creating structural deficit While precise timing is unpredictable, the mathematical case for $100-150 silver is straightforward: either the gold-silver ratio normalizes to historical levels, or industrial demand creates a physical shortage that triggers a price explosion - and we're seeing both happen simultaneously. HT: Hedgeye Keith McCullough Jim Rickards #Silver #PricePrediction #GoldSilverRatio #Commodities #Investing #PreciousMetals #SupplyDemand

Mark

16,993 просмотров • 8 месяцев назад

🚀 JUNIOR SILVER MINERS: FROM GRAVEYARD TO GENERATIONAL WEALTH. The much-discussed ‘Aisan Guy’ in the silver community is now making videos about silver juniors. I can only confirm what he says here: THE SETUP: MAXIMUM HATRED ✅ For 10 years, this sector has been a graveyard. Sentiment is below zero. ✅ Institutions hate them. Retail is bored. Valuations are at Great Depression levels. ➡️ This is exactly why they are about to explode. The biggest moves come from the most compressed springs. THE MATH: OPERATING LEVERAGE IS MAGIC Imagine a miner with a cost of $20/oz. ➡️ At $22 silver, profit = $2/oz. 🚀 At $30 silver, profit = $10/oz. 💥 Silver rose 36%, but profit rose 400%. 🚀 At $50 silver, profit = $30/oz. 💥 Silver doubled, but profit exploded 1,400%. This is how 10x, 20x, even 50x stock moves happen. The stock chases cash flow. THE CATALYST: A LIQUIDITY SQUEEZE ✅ The float is tiny. Many are micro-caps under $50M. ➡️ When money rotates in—from retail, Wall Street bets, or generalist funds—it’s like pushing an elephant through a keyhole. ⚡ There are no sellers. The price has to gap up. This is a GameStop-style short squeeze, but with a fundamental asset: silver in the ground. THE APE FACTOR: RETAIL TSUNAMI ✅ The Reddit army loves a narrative. "Silver Squeeze 2.0" is tailor-made. ✅ They can’t easily buy physical, so they’ll buy the tickers—the cheap, leveraged junior miners. ✅ Their diamond-hand mentality locks up the already-tight float. The ask disappears. The melt-up begins. THE WARNING: THIS IS A WIDOWMAKER ❌ Bad management, jurisdiction risk, financing risk, and scams are everywhere. ✅ Mitigate with diversification. Buy a basket. Use ETFs. Never bet your mortgage. ✅ Position size wisely. This is the speculative portion of your portfolio. THE EXIT: DON’T BE A BAGHOLDER ✅ Have a plan. Sell into strength. Scale out. ✅ When your Uber driver gives you a stock tip, sell. ✅ Convert paper gains into real assets: land, physical metal, a house. 💡 The goal isn’t to hold miners forever. It’s to use the rocket ship to reach financial freedom—and then get off. THE BOTTOM LINE Junior silver miners are a hated, leveraged, and tiny sector sitting at the epicenter of a potential silver supercycle. The math of operating leverage combined with a possible retail-driven liquidity squeeze could create the most explosive trade of the decade. HT: YouTube finance desk #Silver #JuniorMiners #Investing #Trading #Commodities #Stocks #GameStop #SilverSqueeze

Mark

51,275 просмотров • 6 месяцев назад

🎙️ EXCLUSIVE INSIGHTS FROM A 30-YEAR BULLION BANK TRADER Bob Gottlieb, former precious metals trader at JP Morgan, HSBC and Citibank, explains his view of what is currently happening in the gold and silver market. TODAY'S RALLY IS NOTHING LIKE 1980 OR 2011 ✅ This isn't a Reddit-driven squeeze or a social media pump. ✅ This is a fundamental, policy-driven surge led by CENTRAL BANKS. ✅ "Central banks have decided they're going to buy and they're not going to stop buying because it's $4,600." CENTRAL BANKS DON'T CARE ABOUT PRICE – THEY CARE ABOUT POLICY ✅ Their buying is strategic, not speculative. ✅ Gold is now the #2 reserve asset for many central banks, ahead of the Euro. ✅ 75% of central banks surveyed plan to keep buying over the next 5 years. SILVER'S PERFECT STORM: DEFICITS & INDUSTRIAL DEMAND ✅ 5+ years of structural supply deficits. ✅ Soaring demand from solar, AI, EVs, and chips. ✅ New mines take 10-20 years to come online. ✅ "This is an equation for the silver price to go up." "THE BIGGEST MYTH: BANKS ARE SHORT THE WORLD'S SILVER" ❌ "This is false misinformation" because ✅ Banks are typically LONG physical and SHORT futures as part of a complex arbitrage. ✅ This structure allows them to profit from spreads, not bet against the metal. THE BOTTOM LINE This rally is built on rock-solid fundamentals: relentless central bank buying, structural silver deficits, and geopolitical fear. Gottlieb's statement that banks are never net short may remain open to question, as may his reluctance to explain price manipulation through the derivatives structure of precious metals trading. HT: Paul Buitink 🎙 YouTube: Reinvent Money #Gold #Silver #PreciousMetals #CentralBanks #Investing #Markets #Finance #ETF #Bullion #Trading

Mark

94,576 просмотров • 6 месяцев назад

UPDATE - M. OLIVER: WHY GOLD & SILVER MINERS ARE “FREE” RIGHT NOW One of the sharpest voices in precious metals just explained why he's quietly reducing leveraged positions and piling into gold and silver mining stocks. His reason? They are absurdly cheap compared to the metals they produce—and the charts are screaming breakout. THE HISTORIC VALUATION GAP ✅ Gold & silver miners (XAU index) are trading at only 4–8% of the price of an ounce of gold. ➡️ Compare that to historical averages: 25% of gold price during the 1980s, 1990s, and 2000–2008 bull runs. 🔥 Right now, miners are “dirt cheap” relative to the metal in the ground. THE TECHNICAL SETUP IS PRIMED ✅ The XAU/gold ratio has been trapped in an 11-year ultra-low base. 📈 We're now challenging and rallying above that long-term resistance near 8%. 🚀 A decisive breakout from this level has historically triggered massive investor flows into miners. SILVER MINERS LOOK EVEN MORE EXPLOSIVE ✅ When you zoom in on silver miners versus gold miners, the relative strength setup is even more compelling. ➡️ The leverage to silver prices is massive—if silver keeps running, silver-focused producers stand to outperform dramatically. THE PORTFOLIO SHIFT UNDERWAY ✅ “I've already been lightening my position and moving more into junior miners.” ➡️ Preference is shifting toward unleveraged miners for the rest of this year and likely into next. 💥 “That's where the real bang for the buck comes.” THE BOTTOM LINE Gold and silver miners aren't just undervalued—they're at some of the cheapest levels in decades versus the metals they mine, with technicals flashing a potential explosive breakout that could attract a flood of capital. Time to stop calling them “cheap” and start calling them opportunity. HT: YouTube Jimmy Connor Momentum Structural Analysis Current portfolio (DYODD)👇 #Gold #Silver #MiningStocks #PreciousMetals #XAU #JuniorMiners #BullMarket

Mark

250,925 просмотров • 5 месяцев назад