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Dimitry Nakhla | Babylon Capital®
1/7 Here are five quality stocks that faced bearish narratives this year & ended up being great investments💸
The lesson as we head into 2026 — & one worth remembering & reinforcing every year — headlines create fear, yet independent thinking allows you to capture opportunity🧵 https://t.co/P5BbD5dqZ2
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1/7 Here are five quality stocks that faced bearish narratives this year & ended up being great investments💸
The lesson as we head into 2026 — & one worth remembering & reinforcing every year — headlines create fear, yet independent thinking allows you to capture opportunity🧵 https://t.co/P5BbD5dqZ2
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Fiscal.ai
Taiwan Semiconductor, one of the widest moat companies in the world, still trades at an EV/EBIT of 21x.
And analysts expect revenue growth of 20%+ over the next 3 years.
$TSM https://t.co/YjlegFhew0
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Taiwan Semiconductor, one of the widest moat companies in the world, still trades at an EV/EBIT of 21x.
And analysts expect revenue growth of 20%+ over the next 3 years.
$TSM https://t.co/YjlegFhew0
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App Economy Insights
$SNDK Sandisk is the top-performing stock in the S&P 500 in 2025.
• Spin-off from $WDC in February 2025.
• Up nearly 7x since then (+594%).
• Added to the S&P 500 in November. https://t.co/gnbPX66NWf
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$SNDK Sandisk is the top-performing stock in the S&P 500 in 2025.
• Spin-off from $WDC in February 2025.
• Up nearly 7x since then (+594%).
• Added to the S&P 500 in November. https://t.co/gnbPX66NWf
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EndGame Macro
Silver is a small, thin market where supply cannot ramp quickly, and more than half of demand comes from industry such as solar, electrification, EVs, data centers, and advanced electronics, much of it consumed rather than recycled. On the supply side, China quietly sits at the center of the system, refining roughly 60–70% of the world’s silver, which means even modest export licensing, quotas, or administrative friction can ripple globally. When the U.S. elevates silver into the critical minerals conversation and China tightens control over who can export and when, the system shifts from just in time to just in case behavior. That shift encourages hoarding, forward buying, and hedging, and it starts to strain the link between paper and physical markets. Once those feedback loops take hold, higher prices reinforce defensive buying and the move accelerates. The geopolitical ramification goes beyond silver itself because metals that move electrons become strategic choke points in a world of industrial policy, energy transition, and supply chain weaponization. This move may cool off, but the regime has changed. Silver is no longer being priced as a sleepy precious metal; it is being repriced as a strategic industrial input embedded across power, technology, and national security systems.
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Silver is a small, thin market where supply cannot ramp quickly, and more than half of demand comes from industry such as solar, electrification, EVs, data centers, and advanced electronics, much of it consumed rather than recycled. On the supply side, China quietly sits at the center of the system, refining roughly 60–70% of the world’s silver, which means even modest export licensing, quotas, or administrative friction can ripple globally. When the U.S. elevates silver into the critical minerals conversation and China tightens control over who can export and when, the system shifts from just in time to just in case behavior. That shift encourages hoarding, forward buying, and hedging, and it starts to strain the link between paper and physical markets. Once those feedback loops take hold, higher prices reinforce defensive buying and the move accelerates. The geopolitical ramification goes beyond silver itself because metals that move electrons become strategic choke points in a world of industrial policy, energy transition, and supply chain weaponization. This move may cool off, but the regime has changed. Silver is no longer being priced as a sleepy precious metal; it is being repriced as a strategic industrial input embedded across power, technology, and national security systems.
JUST IN 🚨: Silver melting faces as it rips to $82 for the first time in history 📈📈 tweet