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Silver Miners at Decade-Low Valuations and the Hyperscaler Margin Question | Bagholder
Welcome back Kevin aka Bagholder to the podcast. We had a lot to catch up on and I think you will all get a lot of enjoyment and knowledge from Kevin's insights on many subjects that include Silver, Gold, Bitcoin and MSTR, and AI hyperscalers. If you enjoyed what you heard, please consider checking out Kevin's newsletter in the link below. One of the best finance writers on Substack by far.
Silver has fallen from a late January peak near $110 to $120 down to around $58, and Kevin reads the fifty year chart as a cup and handle that is simply pulling back to the $50 breakout before its next…
The skinny
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