rogue analyst

The 50 minerals critical to US security bit.ly/349qoTm

@FirstSquawk ....well, will give it our best shot

AMERICANS AGED 55 AND ABOVE CONTROL MOST OF THE COUNTRY’S WEALTH — AND MANY ARE EXPECTED TO LIVE FOR SEVERAL MORE DECADES. PER WSJ

China’s ravenous appetite for silver lifted overseas purchases to an eight-year high at the start of 2026, as importers fed a surge in industrial and investment demand. bloomberg.com/news/articles/…

@KatusaResearch @benchmark .....maybe natural graphite as well (on a percentage basis of current supply)?

If you like tech... You should probably pay attention to Copper

@ChadNedohin @FirstSquawk ....indeed...or recession as well

@FirstSquawk That number assumes no major COVID type incidents. Any type of crash, war, or otherwise could drive it up faster.

U.S. national debt is projected to rise by roughly $2.4 trillion per year over the next decade, based on updated CBO estimates. At that pace, total federal debt could approach $64 trillion by 2036 — roughly double its 2023 level.

@elonmusk @xai ....a very similar approach at Idaho Strategic Resources....get s**t done! $IDR

Get stuff done @xAI

@MarioNawfal @Tesla @elonmusk ...such profound positive implications for the elderly and for people with disabilities

Optimus will make aging at home possible. Daily care. Quiet support. Zero drama. Comfort stays steady. Dignity stays protected. Independence stops feeling fragile. @Tesla, @elonmusk

@ceodotca @kevinolearytv ....welcome to the party, Kevin....glad to have you on board...

What are @kevinolearytv investment themes for the next 36 months? Copper, Silver, Gold...and POWER generation.

@jenstilmanydots What day and time do you present at the VRIC?

If you're coming to hear my talk at VRIC this weekend, things like this will start to make complete sense. bloomberg.com/news/articles/…

@engineers_feed ....how does it deal with the first law in the case where one human is likely to harm many others and action on its own behalf may prevent this?

Isaac Asimov's Three Laws of Robotics, introduced in his science fiction stories, are a foundational ethical framework for robots: 1. A robot may not injure a human or, through inaction, allow a human to come to harm; 2. A robot must obey orders from humans unless they conflict with the First Law; and 3. A robot must protect its own existence as long as it doesn't conflict with the First or Second Laws, forming a hierarchy for robot behavior that Asimov used to explore complex moral dilemmas.

@silvertrade ....seeing some similar dynamics at JM Bullion

🚨APMEX POSTS EMERGENCY MESSAGE FROM CEO: MANDATORY $500 ORDER MINIMUM 🚨 🔥EFFECTIVE IMMEDIATELY, ⚡️APMEX IMPLEMENTING $500 ORDER MINIMUMS ⚡️& INCREASING PRE-SALE DATES BY 3-5 DAYS AS SILVER DEMAND UP 4X 🔥 Full Note From APMEX CEO Ken Lewis Below: January 18, 2026 Dear Valued Customer, What a week.  Markets have been very volatile of late with all-time highs achieved on precious metals during the week.  Although pricing has come down a little from those highs, the general feeling is there is upside potential and we as a retailer are seeing this. I will share a few data points for reference, but needless to say, silver demand increases have far surpassed gold over the last 6 weeks leading to historical volume increases. In my last update, I showed optimism that we could be current in the near term with one caveat, “unless demand increases”.  And demand did increase, putting more pressure on our company to provide the service levels you have come to appreciate.  As a result, we will have to make some tough decisions, which I will get to in a moment.  First, I wanted to provide some perspective as it relates to demand: Last week, from an order count standpoint, it was the 4th highest week in our history and 40% higher than the week prior; for reference, our average order count is normally half last week’s volume On the purchasing side, with the change to a $10K minimum, we have seen a 20% drop in tickets while purchasing dollars are still up; even with the 20% drop, purchasing tickets are still in our top 5 in our history Demand for silver as a % of our revenue hit a new all-time high last week Our employees have shown massive commitment, working long hours and weekends in an attempt to reduce the backlog.  The good news, despite record volumes, service levels have remained stable, with delays averaging approximately 4 days beyond normal.  That said, this is not sustainable in the near term and have decided to make a difficult decision, both to benefit our customers and our employees.  Effective today, we will be instituting a $500 minimum for online orders.  These orders represent approximately 50% of volume and will significantly assist in efforts to get back to the service levels we are known for.  I am hopeful this minimum will only last for the week and ask for your patience. Lastly, we unfortunately had a significant development at our mint, where we produce 90%+ of our silver bars and rounds.  As a result, our output will be impacted by approximately 50%, which will lead to silver production pre-sales dates that will be 3-5 days longer than they were last week.  You will see posted pre-sale dates that should be accurate based on recent events. And we will not pre-sale inventory 30+ days out as we feel that is not appropriate for our customers as there is far too much uncertainty when lead times get this long. I want to thank you for your patience during what is historical volume.  One more reference point to drive this home.  Just yesterday, Saturday – Jan 17th, we had our 3rd busiest Saturday in our history – 4x a normal Saturday.  We are committed to flexing our capacities as it is our opinion that demand will continue at heightened levels for at least another month or two. You have my commitment that we will continue to be transparent and are committed to providing the best possible service that you have come to expect. Ken Lewis Chief Executive Officer APMEX

@ThoNg676733 yep, pretty close...

The best cover of all time for this song! ✨💫🎶 Do you agree?

@TullMcAdoo @Ryanair @elonmusk 1 Euro for in-flight internet access? Sounds like a pretty good deal...

Wow, @Ryanair CEO Michael O'Leary calls @elonmusk a "very wealthy idiot" and says X is a "cesspit" in an interview with Newstalk earlier.

@BoringBiz_ ...welcome to the party, Chamath...glad to have you on board

Chamath's best trade idea for 2026 is not a stock. It is copper. "We are still completely underestimating how short we are in terms of the global demand and supply dynamics of a handful of critical elements that we need. The asset that is set up to go absolutely parabolic is copper. The reason is that it is, at least as it stands today, the most useful, cheap, and amenable conductive material that we have That material manifests in everything from our data centers, to chips, to our weapon systems. It is just everywhere, everywhere, everywhere"

@AGAsianGuy It's amazing to think that if just 1% of all US retail investible assets were to be allocated to physical silver, demand would spike to roughly 15x the annual supply of the metal....

COSTCO SILVER PANIC

AI to boost copper demand 50% by 2040 — S&P mining.com/ai-to-boost-co…

@davidbateman @ellis_wyatt1917 ....some other interesting juniors in Idaho's Silver Valley as well....Americas Gold and Silver......Bunker Hill Mining...

@ellis_wyatt1917 Don’t forget HL

Now that there’s no silver left, I guess we’ll just have to buy silver miners

@PeterSchiff Interestingly, if just 1% of all US investible retail assets were to be allocated to physical silver, over 15 billion ounces would be needed to meet this level of demand....unreal

Silver is above $81 now, up over $4.5 so far today. That's almost 7%.

With silver above $80 and gold about to rise above $4,500, it’s really amazing how cheap precious metals mining stocks still are. In the very near future, investors will likely look back on today’s low prices and wonder why they didn’t take advantage of the obvious opportunity.

@davidbateman ....Silver X Mining also a name to consider given the anticipated ramp in silver production over the next few years $AGX

I’m now diversified into the following silver miners. What am I missing?

@davidbateman .....Bunker Hill Mining worth a look $bhll