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EndGame Macro
Silver’s ripping because a bunch of slow moving forces finally hit at the same time. We’ve been running a structural supply deficit for years, inventories keep thinning out, and mine production hasn’t meaningfully grown because most silver comes as a by product, you can’t just flip a switch and make more. At the same time, industrial demand has quietly become the real driver with solar, EVs, AI hardware, data centers…all of that is pulling silver into the must have input category where buyers don’t back off when the price jumps.
Then you layer on a Fed that’s easing, real yields drifting lower, and investors nervous about debt, deficits, and the dollar, and suddenly silver looks like the cheaper, higher beta version of gold. So this move is the overdue collision of tight supply, price inelastic demand, and a macro backdrop that invites people back into hard assets.
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Silver’s ripping because a bunch of slow moving forces finally hit at the same time. We’ve been running a structural supply deficit for years, inventories keep thinning out, and mine production hasn’t meaningfully grown because most silver comes as a by product, you can’t just flip a switch and make more. At the same time, industrial demand has quietly become the real driver with solar, EVs, AI hardware, data centers…all of that is pulling silver into the must have input category where buyers don’t back off when the price jumps.
Then you layer on a Fed that’s easing, real yields drifting lower, and investors nervous about debt, deficits, and the dollar, and suddenly silver looks like the cheaper, higher beta version of gold. So this move is the overdue collision of tight supply, price inelastic demand, and a macro backdrop that invites people back into hard assets.
Silver soars to $64 for the first time in history 🚨📈 Dear God 🤯👀 https://t.co/2ffpTOUB1E tweet
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Quiver Quantitative
Why to track politicians on Quiver:
Last year, we noticed a suspicious trade made by Representative Debbie Wasserman Schultz.
We posted this report.
$HL has now risen 272% since the trade was made. https://t.co/VQQbo5VItA
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Why to track politicians on Quiver:
Last year, we noticed a suspicious trade made by Representative Debbie Wasserman Schultz.
We posted this report.
$HL has now risen 272% since the trade was made. https://t.co/VQQbo5VItA
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The Few Bets That Matter
$TMDX has reshaped the transplant industry by making Donation after Circulatory Death (DCD) organs scalable.
Since the liver OCS rolled out late 2021, DCD liver transplants grew at 10% CAGR. That’s about 3,500 additional liver transplants compared with what we would have expected without this tech. On top of that, success rates climbed from ~62.5% to ~70% over the same period.
$TMDX OCS is the main driver behind this jump in usable organs and better results. This is what the company does, and data backs their systems.
A system which allows organs to function outside of a body, allows organisation, transportation, better conservation and therefore higher outcomes. Combined with an optimized logistic and medical service to provide the best end-to-end system.
Scalling is a matter of time. Expanding to other organs is a matter of time. Expanding to other geographies is a matter of time.
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$TMDX has reshaped the transplant industry by making Donation after Circulatory Death (DCD) organs scalable.
Since the liver OCS rolled out late 2021, DCD liver transplants grew at 10% CAGR. That’s about 3,500 additional liver transplants compared with what we would have expected without this tech. On top of that, success rates climbed from ~62.5% to ~70% over the same period.
$TMDX OCS is the main driver behind this jump in usable organs and better results. This is what the company does, and data backs their systems.
A system which allows organs to function outside of a body, allows organisation, transportation, better conservation and therefore higher outcomes. Combined with an optimized logistic and medical service to provide the best end-to-end system.
Scalling is a matter of time. Expanding to other organs is a matter of time. Expanding to other geographies is a matter of time.
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App Economy Insights
$AVGO Broadcom's Semiconductor solutions segment is on a roll. https://t.co/pd7MCUcdxV
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$AVGO Broadcom's Semiconductor solutions segment is on a roll. https://t.co/pd7MCUcdxV
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The Few Bets That Matter
$LULU CEO stepping down might sound like good news but it also signals more instability.
Management has struggled for quarters to pin their market fit problems and still hasn't found it.
Leadership changes seemed necessary, left to see who takes the lead, and how long until they find a replacement.
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$LULU CEO stepping down might sound like good news but it also signals more instability.
Management has struggled for quarters to pin their market fit problems and still hasn't found it.
Leadership changes seemed necessary, left to see who takes the lead, and how long until they find a replacement.
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App Economy Insights
$AVGO Broadcom Q4 FY25 (Oct. quarter).
• Revenue +28% Y/Y to $18.0B ($0.6B beat).
• Non-GAAP EPS $1.95 ($0.08 beat).
Q1 FY26 guidance:
• AI semi revenue to double Y/Y to $8.2B.
• Revenue ~$19.1B ($0.8B beat).
• Adjusted EBITDA margin ~67%. https://t.co/AtJqI3uWeM
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$AVGO Broadcom Q4 FY25 (Oct. quarter).
• Revenue +28% Y/Y to $18.0B ($0.6B beat).
• Non-GAAP EPS $1.95 ($0.08 beat).
Q1 FY26 guidance:
• AI semi revenue to double Y/Y to $8.2B.
• Revenue ~$19.1B ($0.8B beat).
• Adjusted EBITDA margin ~67%. https://t.co/AtJqI3uWeM
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Fiscal.ai
RT @patientinvestt: Adobe is not dying! It has posted consistent 10% YoY revenue growth every single quarter since December 2022! Declining companies don’t do that!
$ADBE https://t.co/O5vuTTee4w
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RT @patientinvestt: Adobe is not dying! It has posted consistent 10% YoY revenue growth every single quarter since December 2022! Declining companies don’t do that!
$ADBE https://t.co/O5vuTTee4w
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Fiscal.ai
"Revenue of $18 billion grew 28% Y/Y, driven primarily by AI semiconductor revenue increasing 74% year-over-year."
$AVGO: +3.2% after hours https://t.co/ZPR0N2rTDb
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"Revenue of $18 billion grew 28% Y/Y, driven primarily by AI semiconductor revenue increasing 74% year-over-year."
$AVGO: +3.2% after hours https://t.co/ZPR0N2rTDb
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App Economy Insights
$COST Costco Q1 FY26 (Nov. quarter).
• Revenue +8% Y/Y to $67.3B ($0.2B beat).
• EPS $4.50 ($0.22 beat).
• 923 warehouses (+26 Y/Y, +9 Q/Q).
Comparable sales Y/Y (adjusted):
• US +5.9%.
• Company +6.4%.
• Digitally-enabled +20.5%. https://t.co/D1K23HJK3c
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$COST Costco Q1 FY26 (Nov. quarter).
• Revenue +8% Y/Y to $67.3B ($0.2B beat).
• EPS $4.50 ($0.22 beat).
• 923 warehouses (+26 Y/Y, +9 Q/Q).
Comparable sales Y/Y (adjusted):
• US +5.9%.
• Company +6.4%.
• Digitally-enabled +20.5%. https://t.co/D1K23HJK3c
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The Few Bets That Matter
What if $ORCL RPOs actually came through?
What if OpenAI really could pay for its commitments?
The consensus right now is that OpenAI can’t generate enough demand to support its scale. Many assume failure by default.
But that view is built entirely on speculation. No data.
Meanwhile, RPOs ramp across every compute provider, pointing to real & broad-based demand, not just from OpenAI, but from enterprises everywhere.
$PLTR is a perfect example: AI services across every sector… and all of it requires compute.
For weeks the bear case has been treated as the default narrative. It doesn't mean we should buy everything, some names are stretched, but the market has already corrected a lot. And the negative data people keep expecting still isn’t showing up.
The whole trade looks very different if the bull case is even partially true.
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What if $ORCL RPOs actually came through?
What if OpenAI really could pay for its commitments?
The consensus right now is that OpenAI can’t generate enough demand to support its scale. Many assume failure by default.
But that view is built entirely on speculation. No data.
Meanwhile, RPOs ramp across every compute provider, pointing to real & broad-based demand, not just from OpenAI, but from enterprises everywhere.
$PLTR is a perfect example: AI services across every sector… and all of it requires compute.
For weeks the bear case has been treated as the default narrative. It doesn't mean we should buy everything, some names are stretched, but the market has already corrected a lot. And the negative data people keep expecting still isn’t showing up.
The whole trade looks very different if the bull case is even partially true.
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