OT: Stock and Investment Thread

Bueller

Freshman
Nov 28, 2025
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Very interesting interview about silver just getting unhooked and not stopping any time soon. Lots of old hands still playing by old rules and missing the view. Banks and countries dont trust each other. The paper markets are running on fumes. The demands for physical is on course for fevered escalation ($300 ceiling becoming weak). For metals to crash the dollar would have to regain value but its in the ER. Tamp downs don't work and shorting is not advised (involved in Monday's burp). Media cant be well regarded about silver. Even if not interested in silver its interesting to hear honest ands measured pros talk inside baseball


Silver Is One of the Biggest Missed Opportunities and the Public Is Being Misled​

 
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Rutgers Chris

All-American
Nov 29, 2005
4,817
5,566
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Played around and put my portfolio into Gemini and he thinks I need exposure to energy infra, nuclear, etc. Suggesting OKLO, Sprott Miners ETF (URNM) and SMR. Any thoughts?
 

RUAldo

All-Conference
Sep 11, 2008
4,659
3,326
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Played around and put my portfolio into Gemini and he thinks I need exposure to energy infra, nuclear, etc. Suggesting OKLO, Sprott Miners ETF (URNM) and SMR. Any thoughts?
I still own OKLO as my nuke play although trimmed some at $130 before the slide. Have been looking at URNM and will likely buy on a dip. I own UROY for uranium royalty. Sold SMR a few weeks ago.

If you want to play the penny stocks game, I bought ARSMF (Ares Strategic Mining) this week. Apparently it’s the only domestic fluorspar game in town. Fluorspar is largely a fluxing agent but it’s my understanding can also be used for semiconductor chip etching. That was enough for me to throw it in my spec basket.