Mining Stocks Have Tech-Company Margins and Wall Street Hasn't Noticed | Tavi Costa

Wealthion - Be Financially Resilient · Feb 17, 2026 · 47m

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Tavi Costa, co-founder and CEO of Azoria Capital, explains why precious metals and mining stocks are far from their peak despite recent volatility. With silver miners operating at tech-company margins and exploration budgets at a 4-year low, Tavi argues the supply-demand setup points to years of elevated prices. He also makes the case for a substantial US dollar breakdown that could trigger an…