Arch Stein
252 posts
@TheShortBear I sooo want to buy gold miners here but I just can’t pull the trigger. Everyone seems to think the oil is just going to start flowing again like nothing ever happened. Other than software that was barely a drawdown.
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What a wild 24h.
The market has its ways.
This is the second or third big adverse gap filling higher.
Some names showing great strength and a bunch are leading higher into 52w highs.
These moments are important to journal and to keep track of, many of the future leaders just started their ascent.
No position change here so far, long Crypto via $ETH and the starters on the positions we discussed, mainly private credit, $HOOD, $COIN and some LEAPS.
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@michaeljburry It was so much less complicated. Everyone just their thing and didn’t care what anyone else was doing.
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@SpecialSitsNews Yeah but at least Covid didn’t come from a Chinese lab.
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Major China government hack...
x.com/Unveiled_China…
UnveiledChina@Unveiled_ChinaX
If this is real, it could be one of the largest data breaches in China’s history. A hacker group claims it extracted over 10 petabytes of data from a state-run supercomputing facility, widely believed by experts to be the National Supercomputing Center in Tianjin. This center supports thousands of clients, including research institutes, aerospace programs, and defense-linked organizations. What’s reportedly in the data: - Documents marked “secret” in Chinese - Missile and bomb schematics - Aerospace and aviation research - Bioinformatics and fusion simulation data - Files linked to major state entities like AVIC and COMAC Cybersecurity experts who reviewed sample data say it matches what you would expect from such a facility, though the full breach is not independently verified. Even more concerning: - The attacker claims access lasted months without detection - Sample datasets were posted online via Telegram - Full access is reportedly being sold for hundreds of thousands of dollars in crypto At this stage, the scale and origin are still being verified. But if even partially true, it points to a serious vulnerability in infrastructure tied to China’s scientific and defense ecosystem. If a centralized system like this can be penetrated, what does that say about the security of the data it was processing? #China #Cybersecurity #CCP #DataBreach #Geopolitics #Tech cnn.com/2026/04/08/chi…
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@BULLReturns I’m sure Kaz is getting all the sulfuric acid they need right now. Even in good times they have a hard time. If the shipping disruptions go on much longer you’ll get a warning from them.
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....there are clear up legs and down legs in #uranium, follow us if you want the key scale in and scale down points.....the returns between the 2 are often +250% within 18 months
That Uranium Guy@jeffcomeau
#Uranium : the market that keeps on giving, and giving and giving... #buythedip
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@DeepSailCapital How the fuck does this company have a $5b market cap?
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$YOU is gonna be such a great short after the budget gets passed and this TSA mess is cleared up.
Just keep post-it note, budget approved = sell $YOU.
StripMallGuy@realEstateTrent
Public Service Announcement: The hack to getting around this TSA madness is TSA PreCheck + CLEAR.
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@ConsensusGurus I’m buying SPY puts on the open so it’ll be up EOD.
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(Will delete if wrong, and probably will be - will delete this comment if right)
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@SpecialSitsNews Congratulations! They’ve elected their new former supreme leader.
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Iran unfortunately elected Ali Khamenei’s son, Ayatollah Seyed Mojtaba Khamenei, as Iran’s new supreme leader, per Iranian state news agency Fars.
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@resourcebull Sold SBSW $12p today. Totally happy to own at $11.80
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What are we buying tomorrow, guys? Any bargains out there in gold or silver or PGM?
And of course i am buying the queen of all energy—coal . (Nuke being the King)
Shiny Stocks ⚒️@shinystocks
In the 70s it took 6 weeks after the oil shock before markets got it right and gold began its upleg. Gold & miners went sideways/down in the first weeks. Then the rally started: Goldminer +193 % vs. Stock market –48 % Hold on!
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@quakes99 This is great but what happens when the buy 9m lbs early this year?
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⚡️#SPUT has raised $542M so far in 2026🔥🏧💵 used to stack & redirect 4.25M lbs #U3O8 of #Nuclear fuel to #Uranium Heaven!🛢️➡️🏝️😇 That's more than double last year's entire US uranium mine production!⛏️🏭🧑🏭🇺🇸🤯#SPUT still holds $178.6M🎆😲 plus $612M in its $1B ATM🏦🏧🤠🐂🌊🏄
Lukas Ekwueme@ekwufinance
SPUT is slowly squeezing the uranium market - In 2025, SPUT bought more uranium than in the preceding 2 yrs - It now holds a total of 75 mln lbs That is equivalent to ~50% of global annual mine production. Uranium supply is already constrained, deficits are widening, and new production takes years to come online. Each pound SPUT removes is a pound unavailable to utilities. SPUT is a uranium bull’s best friend.
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Bought $NVDA $AVGO and $LITE with the proceeds.
Remaining Iamgold down to 2% position. Just feel like there may be some collateral damage to gold if silver blows up.
I’d probably re enter them if the space took a whacking. Conditions for the rally still intact (retarded man in White House, CBs want to de dollerize reserves) but feels stretched ST
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Maybe I’ll look stupid but trimmed half my remaining $IMG.TO today on what felt like a blow off top in silver.
Would that I were a hedge fund and could hedge the commod cuz the miners are still, esp mid/jr, cheap to spot & the majors are gonna blow their brains out on M&a at today’s metal prices & valuations they’d be retarded not to tbh.
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@BULLReturns Just sold my first 15% $SBSW $PAAS $SRUUF. I am NOT giving it back.
Bought $KLAR $CPNG $GRAB
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.....we collect the lows and scale down as paying higher highs is in vogue #cyclicality
Ian Cassel@iancassel
In bull markets everyone justifies paying higher In bear markets everyone justifies selling lower
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@KatusaResearch Yeah I flinched, trimmed 15% today after $PAAS and $SBSW grew to 25% of my portfolio.
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Many resource small caps have ripped much, much higher.
Don’t get scared now
Marin Katusa@MarinKatusa
13 years in the making and it only took $4950 gold and $96 silver
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@eliant_capital People continue to not take Trump at his word. He’s been messaging since day one that he wants lower rates and they’re coming.
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If Warsh ends up as the next Fed Chair (and it’s far from set in stone), we’re about to learn whether he still holds his prior hawkish views… or if he ends up just like Bessent: marketed as a deficit hawk with “discipline” supposedly coming, only to bend the knee once he’s in the seat & Warsh instead starts cutting for Trump anyway on the hopes of a disinflationary productivity boom (Just as dovish as Hassett with more credibility).
Eliant Capital@eliant_capital
Trump (per Bessent) isn’t looking for a Fed Chair who panics over strong GDP & slams the brakes on a productivity boom. Trump wants someone with the credibility to lead the board & keep cutting rates even as growth surprises higher, because the upside is coming from disinflationary, productivity-driven expansion. The message for the last 10-months on the administrations stated goals & trajectory couldn’t be made any more clearer & it’s only going to accelerate.
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@wander_investor Ohhh I get it now. It’s ok for the third world to come and thieve from developed countries.
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How hopeless socialists view foreign direct investment into emerging markets:
1. Foreign Direct Investment = theft
2. “Third World” as opposed to emerging economies. They still view emerging markets as people beneath them somehow.
Bonus point for the spelling mistakes.
Charlie the Monkey@rnrunltd
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@JoshYoung Any way you slice it the price of oil stays reasonable and ICE cars will continue to get sold. Just buy PGMs.
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The bullish argument for Canadian oil on this Venezuela news:
Jetteson Fast@PSworldwide13
The way I see the Venezuela situation is that China will get into Canada Buying or investing massively into Canadian oil companies And I think they will move fast
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@KobeissiLetter Means nothing other than taking more platinum out of circulation. There’s very few mines coming online and won’t be for the foreseeable future. ICE cars aren’t going anywhere soon either. Platinum is going higher.
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This is absolutely insane:
This morning, the US government was selling Platinum coins on the US Mint website for $2,345/oz.
At 6:30 AM ET, Platinum prices surged above $2,345/oz, rising to a high of $2,470/oz by 10:15 AM ET.
Yet, the US continued selling these coins for $2,345, or ~5% below the market price.
As traders realized, they began buying these coins which could then be sold for ~5% more.
This likely cost the US millions of dollars, depending on how many coins were sold before the US Mint realized.
The precious metals rally has entered US government "arbitrage" mode.
Not even the US Mint saw this coming.
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#SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy
-2.25% discount to NAV
350k lbs purchased
115.9k trusts issued = $2.2m raised
$57.6m in cash!
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