Ep. 6 - Should You Buy Silver or Semiconductors in 2026
There have been huge moves in the market lately.
Precious metals and technology are on everyone’s mind.
We see a bigger opportunity in the latter.
We’ll make the case to buy semiconductors over silver in2026.
New calendar years bring new leaders. Institutionalinvestors deploy capital in hopes to outperform benchmarks.
This is one reason we tend to see wild market moves in earlyJanuary.
Our unique data is laser-focused on outsized volumes…andthere’s a lot happening under the surface right now.
Semiconductors, specifically those tied to the DRAMbottleneck, have attracted immense inflows for…
The skinny
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