The entire critical minerals trade is on life support.. where did the dollars go??

$WA1 looks like Regal still selling down here. Scooping up shares at $11. PFS out end of this year.

Are we out of the woods with silver

Watching the amount of people coming on Bloomberg calling for rate cuts is incredible. A bloke just came on and made that case, they asked him what makes him think the fed would cut rates, he couldn’t state one credible thing. How can you cut rates into this current environment.

Fake news at the moment is insane

CEO of Citadel Ken Griffin says that Data Center spend this year alone is set to be half a trillion dollars, $500 billion He says that AI is useful in some areas but it’s not worth the investment, he says a lot of what it produces “It’s all garbage” “Data center spent in the United States this year, over half a trillion dollars, like over $500 billion. You're not gonna generate this kind of spend unless you're gonna make a promise. You're gonna profoundly change the world. So is it hype? Of course — In certain areas, we know it's gonna be profound, whether it's call centers, whether it's helping to improve the productivity of software engineers, but in a number of white collar jobs, you know, there was a, there was a recent Harvard paper on this, they called it AI work Slop, that it looks good, but if you sort of peel back the onion, the substance isn't there. I was with one of my colleagues who runs our commodities business and they, he handed a report on that we were generated with an AI engine. Doesn't matter what the topic was, the first few sentences, like, wow, that's, that's really insightful. And then you go down below that and it's all garbage.”

Oil $200 + goodnight

Aramco, Yanbu port and Fujairah's pipeline are now officially on the IRGC list.

Thank you Trump, just added to shorts.

$ADV looking good down here. 63 million MC @ 30 cents. •Having ~1.66 Moz at a solid grade (~3.28 g/t) in a top-tier jurisdiction gives ADV a meaningful “anchor” resource. •The open-at-depth nature and contiguous strike length imply a good chance to increase the resource via further drilling. •Proximity to existing infrastructure (mining labour, processing plants, roads, grid power) reduces development risk and cost.

Buckle up $AT4 holders. Great stibnite intersection on the first hole.

$OD6 finally the break !

The market has overreacted to the 🇨🇳 🇺🇸 trade truce (BS). The bottoms in and get set. Recently picked up $AR1 $LDR $TMG Lots of $ADV . Around 65 million MC here for 1.66 million ounces / 3.2 grams, exploration upside . Looking to pickup some $WA1 if she keeps falling .

China Introduces New Exports Controls On Antimony, Tungsten And Silver zerohedge.com/technology/chi…

$ADV I added more $ADV here at 29.5c Seems incredibly good value here for 1.6M ounces #Gold at 3.28g/t ⬇️⬇️

Been trying to buy more $ADV down here with all the gold panic sellers. Over 1.6 million ounces 3.2g/t Started buying when the acquisition got announced, average .31 Looking very undervalued here.