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Pre-Market Gainers and Losers for Today (August 13, 2026) 📈 📉
Market weakness is where my mining screen gets smaller
C$111B in Canadian mining projects deserves more attention
Everyone Is Watching AI Stocks. I Am Watching The Metals Under The Data Centers
The AI Trade Is Bigger Than Chips - It Is a Critical Metals Supply Chain
AI Is Starting To Look Like A Metals Trade Hiding Under A Tech Trade
Silver is up 3% yet miners such as Coeur, Hecla and First Majestic are down. Why is that?
$SLV calls. Started in December with $266, flipped contracts twice.
MonthPulse Tactical: Neutral/Volatile Setups for Jan 2026 [NA Market]
What’s up with the disconnect between silver miners and the actual metal?
PAAS : We are the Silver Surfers 🪙 🌊
PAAS [Pan American Silver] to Announce Q3 2025 Unaudited Results; Nov 12
PAAS [Pan American Silver] to Announce Q3 2025 Unaudited Results; Nov 12
Pre-Market Gainers and Losers for Today (September 17, 2025) 📈 📉
Stock I held for 2+ years became 2 separate companies that formed 1 week ago. If I sell them, are they considered short term holdings?
Under the radar ticker to Buy this week ($IHS Full Update) ... Bottom/ Rebound Reversal likely (3x Potential, limited downside risk moving forward).
1 Under the Radar stock to buy this week ($IHS) ..,Potential 3X or 4x (based on multiple recent Analyst PTs), very limited risk moving forward- at (or close to) a Bottom/ Reversal Breakout.
Now is time to get some mining stocks and cost average down if the market tanks. Already historically low and if we do have recession/depression gold and silver historically do well. Mining stocks could 10x easy if their is a breakout in PM prices which seems to be a likely scenario
$QNC/$QNCCF is developing a Secure Messenger for Patient Health Records/Military Data. As per AGM held yesterday among other things.
Incoming! HUGE, I mean MASSIVE opportunity in silver miners in the making. $AG $ HL $PAAS $CDE $FSM $SILJ
Mentions
Yeah I got caught in the July sell off pretty hard. Recovered well but it got hairy for a bit. Mainly rode the O&G train with MPC and Chevron + GDX and PAAS calls - worked out well!
If you watch market heat map, you will see the rotation trade. One day one sector is green, others red; then they switch. Same rotation happens with "stuff" markets. Latest one was gold and silver - once it started, it ramped then went vertical. There will be a next one, whatever it might be - copper, oil, anything that is big enough to take significant capital. The smaller the market, the steeper it ramps. May go back to gold and silver, as it is not supposed to make sense, it just has to accommodate capital inflows. Each has a stock that is top of the list, where money managers will just drop their capital: there are ETFs, they are the first in line, and there are leveraged ones, and they also have options; then there are top quality companies in each sector, which will be the default buckets for capital - AEM for gold, PAAS and AYA for silver, IVN for copper, etc. As the interest shifts between sectors, capital moves disproportionately from top stocks in one to the top stocks in next. Same behaviour - momentum chasing during ramp, then hockey stick, then in reverse. Sectors will change, until loose capital doesn't fit into one sector (metals are small compared even to NVDA) and will have to go to two or more. In the end, I expect all sectors to do hockey sticks, as there will be no room for capital to go, until something breaks and stops working - several years from now, we are nowhere near that now.
Silver Miners (PAAS, EXK) Aluminum (AA) Corn futures (CORN)
Yeah for growth definitely, PAAS and WPM a little more mature. You have to be careful they will pump and also dump randomly because its etf money like through SIL flowing in and out. Even strong money printing gold mining stocks will just randomly get crushed for no reason on earnings its very frustrating
Okay here's 10 - PSLV, GDXJ, SILJ, AG, HL, PAAS, ASM, EXK, AYA, and lastly GSVRF if you want a real leveraged high risk high reward silver stock
They are more PAAS than SAAS at this point. Also, SN did acquire a 7.75b cybersecurity that’s used by 9 out of the 10 largest business in the world
I’ve been long gold and silver stocks for a couple of years and added to my position during the recent pullback. Even with higher oil prices, the increased revenue from rising gold and silver prices should more than offset the impact of higher energy costs. Current mining stocks: AG USAS HYMC SVM WPM PAAS EXK ASM HL FSM
Silver miners seem stupidly cheap. EXK, AG, PAAS, HL are all trading as though silver is under $50. Yes the price has come down, but $68 a heck of a lot higher than $50. If you think silver will actually go below $50, an easy pair trade is short silver, long silver miners.
Mostly the usual stuff like Fresnillo, PAAS and micro positions in the smaller producers/developers/explorers. I've posted my port recently. [https://www.reddit.com/media?url=https%3A%2F%2Fpreview.redd.it%2Frunning-this-account-to-the-mesosphere-v0-7k60eplvp3lg1.png%3Fwidth%3D1159%26format%3Dpng%26auto%3Dwebp%26s%3Deed757fa67478472b5cb48fe37d872f7be0bbcbe](https://www.reddit.com/media?url=https%3A%2F%2Fpreview.redd.it%2Frunning-this-account-to-the-mesosphere-v0-7k60eplvp3lg1.png%3Fwidth%3D1159%26format%3Dpng%26auto%3Dwebp%26s%3Deed757fa67478472b5cb48fe37d872f7be0bbcbe)
Agreed, those are better bets (But I'm wary of investing still). Microsoft is also one such company. They all have other sources of revenue, and cloud has always been a cash cow. If AI fails, they would just pivot their servers, or find a different use case for AI. Surprisingly, Amazon has been developing their own AI models yet they somehow didn't want to aggressively brand themselves as an "AI" company. They know what's long-term- the IAAS first, then PAAS/SAAS.
Honestly your allocation isn't bad for someone between jobs - having a cash buffer makes sense when you don't have income coming in. I'd ignore the people saying 48% cash is crazy, because if you need to pay rent for 6 months that cash is doing its job. That said, a few things I'd look at: - Your international ETFs have a lot of overlap. VXUS and IEFA cover very similar markets, and VTIAX is basically the same as VXUS. You could simplify by just holding VXUS and SCHY (if you want the dividend tilt). Fewer funds, same exposure, easier to manage. - PAAS at 4.1% is interesting - you've basically got a gold + silver miner hedge going with GLD. Nothing wrong with that if it's intentional, but worth knowing your precious metals exposure is actually closer to 15% when you combine them. - Once you land a new job, I'd start DCA-ing that cash into the market over 6-12 months rather than trying to time an entry. Even just moving 5% per month into VXUS or a broad US index would reduce the drag. One thing that helped me get a handle on my own allocation was using investinsight.io - I had a similar problem where my holdings were spread across different accounts and I couldn't easily see the full picture. Being able to see your actual sector/geography breakdown in one place makes it way easier to spot overlap like what you've got with the international ETFs.
personally, I will go for the biggest names as a core position both on on gold and silver (which is even more coiled than gold but riskier), in particular AEM, WPM, PAAS, AG and have a couple smaller names with higher risk reward, in particular Ross Beaty's EQX (relatively high AISC being worked on but the guy is nicknamed the broken slot machine for a reason), and VZLA, which is clearly the highest risk but has been sitting in the gutter for the last couple of weeks due to its Cartel issues. No Barrick or Newmont for me for instance as they are redundant with AEM, which is by far the best of the three.
I hopped into AG and NG recently. Both hitting new highs right now but I understand the big guys are NEM, B, AEM, KGC and the like. As well as PAAS, HL, WPM, etc. You are probably right that an ETF might be reasonable for big guys and one focussed on the juniors. I just hate paying their fees, so I'll keep evaluating. Always interested in learning from others. Just starting my research. Been invested in uranium for years and it's paid off well (with much more upside to come) but I think the explosion in silver and gold miners, as they get repriced relative to the run-ups in silver and gold, is much closer at hand. Plan to get better invested for that run up shortly. Any advice on good ways to get better educated welcome!
The correct silver plays below: Highest risk: Long silver miners. (Individual - PAAS or AG - Or just ETF it SILJ) Playing volatility: Long silver miners, short paper. (Long SILJ, Short SLV. I'd long miners now, wait for paper to run a bit more) Safest long term: Buy physical for under the mattress. Smartest play: Grab popcorn and watch the shitshow that's about to unfold.
Im seriously thinking about selling PAAS stocks, and rotating to Cameco. Mexico is looking ugly right now, and from what Ive heard, US is putting pressure on Mexican authorities to take a harder stance on cartels, which could make these current events worse.
Precious metals equity valuations have trailed the price of the gold/silver prices. Quality miners are printing cashflow at these prices. Have to stick with management teams that respect shareholders equity and are returning excess cashflow in the form of dividends and share buybacks: Agnico Eagle ($AEM) Equinox Gold ($EQX) Pan American Silver ($PAAS) There's probably tons of other currently non-producing miners with permitted projects whose economics look extremely good with current prices, but I like the margin of safety in Skeena Resources ($SKE)
go big on PAAS and add SILJ too big returns
I'm eyeing $PAAS personally
In your situation, I would wait for gold to bottom (soon), and trade UGL, AEM, PAAS, AG and SII in some mechanical pattern, without overtrading, based on at least three years bull market ahead. Calls or stocks is a personal preference, but these ones.
I have B, NEM, PAAS. Any other good ones to buy the dip?
I’m thinking of PAAS calls for Feb 18th ER. Who’s in!? 🚀
Silverhands! Spot just went positive lets go! Holding about 100k in CDE, PAAS and USAS
Buying silver and gold miners at a discount after the Friday drop. Precious metals will be the last hard asset still standing after the US debt crushes the market. Buying PAAS, WPM. HMY. HMY.
I personally sold my $PAAS shares on Tuesday and sold some of my $SGOL on Wednesday. This feels like a short term bubble. Perhaps we see another big move up, but the easy money has been made, and I see safer returns elsewhere. My mom also texted me 3 weeks ago about silver which is about as big of a red flag for a bubble as it can get.
Sold some PAAS at 59.4 (cost 57.5) and took profit, bounce is weak.
Continue to add PAAS around 57.5, what a deal.
Doubled down on PAAS at 61, what a deal.
Bought more PAAS at 66.2, ice dip; 💰
Bought some PAAS around 66.5, silver miner is lagging - opportunity for a catch-up run.
$CDE $AG $AYASF (or better [AYA.TO](http://AYA.TO) in Canadian dollars) $NEM $B $PAAS $EXK $EQX $RIOFF... All the producers who are already doing 80% profits
$CDE $AG $AYASF (or better AYA.TO in Canadian dollars) $NEM $B $PAAS $EXK $EQX $RIOFF... All the producers who are already doing 80% profits
$CDE $AG $AYASF (or better AYA.TO in Canadian dollars) $NEM $B $PAAS $EXK $EQX $RIOFF... All the producers who are already doing 80% profits
Not exclusively Canadian, but I've been nearly full port into mining stocks for a few months now - Check out TGB, PAAS (both Canadian), SOUHY (Australian), MT (European), FCX, UUUU (American)
AG: First Majestic Silver's CEO, Keith Neumeyer says earnings are phenomenal. PAAS (Feb 18) and Wheaton will report blow-out earnings. Silver spot price +4% today. Silver miner stocks are a sure thing because the pension funds aren't even invested in them yet and now they will be.
Some silver miners could go bankrupt soon! Many of them sell silver they haven't even produced yet—this is called hedging (or forward selling / shorting future production).For example: They expect to produce, say, 40 million ounces in 2026. So in December 2025, they sell (short) those 40 million ounces at $50/oz to lock in a good price and secure revenue for the whole year. That creates a short position worth $2 billion.Then silver surges to $120/oz. Suddenly their position is deeply underwater: Original value of the short: +$2.0 billion (they're "owed" the difference if price falls) At $120: they would need to buy back at $120 what they sold at $50 → loss of $70 per ounce On 40 million oz: -$2.8 billion loss → Net position value: roughly -$800 million (very negative!). Their broker issues a margin call: "Add $2 billion to your account right now, or we liquidate your position." If they can't come up with the cash (and many can't), forced liquidation follows—and bankruptcy becomes a real possibility.This is exactly why a sharp rise in the silver price can bankrupt producers who are heavily hedged, even as the metal itself soars.One of the few major silver miners that doesn't hedge (or has very minimal hedging) is PAAS (Pan American Silver). Hold tight—financial markets are weird: we could see silver miners go bankrupt precisely because the silver price is exploding. Very funny in a dark way… and pretty terrifying at the same time.
then calls on AG, HL, PAAS, USAS, and maybe Wheaton p.m.
did anyone mention the mothership? Pan American Silver (PAAS). on Jan 1st i rolled a 30 call to Jan 2027. i am currently up $1029. on Jan 16 i bought a 65 call so far a profit of $374 i have a gold/silver portfolio with 14 positions. since jan 1st my profit has been over $13,000. i like to buy a long term position and a short term position on the big miners. the shorter positions play earnings. i have 4 Etf, SLV,SILJ,IAU,CPER with SLV leading the pack. but do not be distracted by the metals. Oil is the next move for me. i might buy OXY,APA,SLB. but i might add more miners because of the merger/buyout action for 2026. keep hunting!
EXK, ASM, PAAS, HYMC, HL, CDE and leaps on gold majors, AEM, B, NEM
I have late spring and summer calls on AG, EXK, CDE, PAAS. Those are mid tiers that will have phenomenal Q4 and Q1 earnings. Some of the smaller producers and near-term developers are essentially option plays in and of themselves. Guanajuato, Silverstorm, Silverco, Santacruz. These guys are only in the very early innings. To anyone who doesn't understand the leverage of miners, it is very simple. Lets say a junior miners has a breakeven cost of around $35/ounce. Last quarte, most miners reported an average sale price of low to mid 40s per ounce of silver. Lets say a miner reported $40 average sale price in Q3. Thats $5 dollars of operating cash flow per ounce sold. Now that silver is $100, the same miner will now report $65 of OCF per ounce sold. That's a 1200% increase. Compare that to a mere 150% silver price increase from $40 -> $100.
PAAS and AG suck me later
I was wondering what all are thinking on PAAS V. AG for 1/30 call?
Unless it's both - PAAS
my five high flyers CDE, SA, AG, HL, PAAS mmmmhmmm
See IAG this past week and Barrick mining. I am holding gold through 2026. I just recently opened a position in silver mining (PAAS) as well at the start of January but have less conviction. Have a quarter of my portfolio in metals and mining but understand that it is a cyclical market and we may be at the top of the cycle. What gold has going for it is global instability and global debt that is looking very difficult to service. I thought that IAG was terribly underpriced but it may be closer to fair market value after the 15% jump a few days ago.
I cashed out my individuals like AEM B PAAS NEM and went full into GDX and GDXJ. I've had more steady gains that way and less weird days where one takes a random shit. I just bought into a .50 Jr mining company in canada but I can't talk about it here it's 200 mil market cap
Who else was really smart and didn't buy PAAS while also owning silver and seeing its value triple
I’ve got long term bearish puts on QQQ TSLA and PLTR. In addition to leaps on GDX SLV SILJ NEM PAAS CDE and B. Been having a great year so far and hoping to be up 400% + on the year. 😃
I currently focus on HL, PAAS and CDE (not an expert here, those are the companies I'm heavily invested in personally)
AG, HL, PAAS are my three horsemen of the metals Apocalypse
OTM Calls on AG, PAAS, HL, SLV etc.
Also, HL (Feb. 18) and PAAS (Feb 18 or 20) for silver.
Time to bid good-bye to PAAS, I suppose. It was an alright ride. Not good one. Just alright.
Not totally sure. Maybe NEM or PAAS or HL.
EXK and PAAS. Good silver and good mining stocks. Easy double up in 6 months.
I've never bought PAAS myself. Through I own thousands of shares through acquisitions 😉
Then why has $PAAS just lost money in the 4 years prior to 2025? By this argument they should have gone up (significantly) if there was a constant long term supply shortage.
PAAS is not acting in a vacuum. Everyone with access to additional silver capacity is incentivized to tap into that capacity as the price rises. So not only PAAS but every miner should be assumed to be bringing capacity online to take advantage of the higher prices The commodity is cyclical because they all do this at basically the same time, and as they all introduce more supply to the market, the price falls
nice write-up, love $PAAS
Watched AG's CEO interview recently, a well-known guy. He mentioned this, and said he can't say a number yet for legal reasons, but it is \[some superlative\] large. Separately, Rich Rule mentioned that too, naming these AEM and PAAS. And numerically, for a high-cost producer such as AG, a price spike like silver had recently affects earnings non-linearly. Also from CEO, their AISC for silver was about $19 in 2025: with silver notionally at $40 in Q3 that makes for $21 in revenue; in Q4, for silver notionally at $60 on average, that makes for $41 in revenue. Also AG is clever with its sales, keeps silver in treasury, not only dollars, and has likely sold into a vertical spike, so if their earnings in Q4 could have been double the Q3, or better. All this does not give any number to go on, but it will definitely be an absolute blast of earnings, which is what CEO said.
Isn't the stock mainly driven by the price of silver? So if your thesis is that their big facilities will be turned on to ramp up silver production, then you'd expect price pressure for silver which would then hurt the stock instead. This is literally the basis of cyclical stocks and commodities - I.e. boom as there's a supply shortage but then bust when all the producers bring lots of supply online to take advantage of high prices, which causes the price to fall back down. Likewise, this is why production is mothballed and cut eventually in the first place, which causes another boom years later...and the cycle repeats. I don't understand how your thesis is bullish for either silver or PAAS.
*Valuation Stretched* Stock up ~ (Yahoo Finance) 138% YTD with a 35.7x earnings multiple. Average analyst price target of $51.55 implies ~4% downside, suggesting the stock is "priced to perfection" (TipRanks). P/S ratio of 4.49x near its 3-year high of 4.54x, well above industry average of 2.74x (Finimize) *Good News Already Priced In* Concerns mounting that the market has already priced in much of the good news from the $2.1 billion MAG Silver deal and higher production guidance (Weiss Ratings) With the stock trading near its 52-week high and institutional buying like North of South Capital's 444% stake increase already disclosed, fresh incremental catalysts are limited in the near term (Weiss Ratings) *Silver Price Dependency* Financial health closely tied to the price of metals on the world stage (Finimize). Silver is notoriously volatile—a mean reversion from current ~$30+ levels would compress margins significantly. Shares vulnerable to pullbacks as traders react to any disappointment in silver prices (Weiss Ratings) *Operational/Execution Risks* Business model heavily exposed to operational disruptions, cost inflation, regulatory challenges and environmental compliance in multiple jurisdictions (Weiss Ratings). Faces integration and execution risk as it manages assets at different stages of their life cycles (Weiss Ratings). Increased exploration costs have sparked discussions about potential impact on future production and profit margins (StocksToTrade). *Jurisdictional Risk* Operations across Mexico, Peru, Argentina, Bolivia—politically volatile mining jurisdictions. Permitting and social-license requirements can delay projects or restrict expansions. Mexico in particular has become increasingly hostile to mining interests. Poor Shareholder Returns Relative to Volatility. Weak dividend support—despite reasonable profitability and 11.29% ROE, shareholders not being well-compensated through dividends for the volatility they endure (Weiss Ratings). Compared with peers like Southern Copper (SCCO) and Agnico Eagle (AEM), PAAS offers similar ratings but less dividend support (Weiss Ratings). *Technical Weakness* Recent session volume of 3.77M shares well below the 90-day average of 6.57M, suggesting pullback unfolding without heavy buying support (Weiss Ratings). Stock losing ground near the top of its trading range rather than extending higher (Weiss Ratings). Bottom line: If you're bearish silver prices, see the MAG Silver integration as a "sell the news" event, or believe the ~30-35x multiple is unsustainable for a miner, PAAS has meaningful downside risk from current levels. The analyst targets clustered around $51-52 vs. recent trading near $53-55 suggest limited upside even in a constructive scenario.
Point well taken, I haven't shared my silver positions since I wasn't confident in the move. But I have shared gold miner leap YOLO's from 1-2 years ago, around the same time I took my $PAAS position [https://www.reddit.com/r/wallstreetbets/comments/1g9ovep/why\_gold\_in\_a\_gold\_bull\_market/](https://www.reddit.com/r/wallstreetbets/comments/1g9ovep/why_gold_in_a_gold_bull_market/) [https://www.reddit.com/r/wallstreetbets/comments/1g59xiu/nem\_leaps\_printed/](https://www.reddit.com/r/wallstreetbets/comments/1g59xiu/nem_leaps_printed/)
#TLDR --- Ticker: PAAS Direction: Up Prognosis: Long Shares & Calls for the Silver Supercycle Catalyst: US "Big Stick" Diplomacy unlocking dormant LATAM mines Vibe Check: Rick Rule approved
Earnings come in February. AEM, PAAS and AG will have an absolute blast of earnings.
Are you looking at anything in Particular? Barrick? Agnico? PAAS?
So based on what you said and my research, I have started to acquire a lil $B and $PAAS. I like it.
"This time I’m focusing on growth stocks that have a shot at outperforming the S&P" Optimally, a list to do this would include at least some things that are the "next" things, not a list of largely the same things you see on many Reddit lists today. GOOG doing well and AMZN probably near a bounce, but the default to Mag 7 as the tech exposure for an increasing amount of lists on here feels like there wasn't an attempt to research beyond the most obvious household names. I wouldn't own RIVN even though I think it probably is one of one or two EV names out of all the EV garbage that went public in 2020/21 that lasts. With few exceptions the automobile industry is not a good investment. RIVN will probably never get back to the post-IPO high. People still seem to treat the EV theme as if its 2020/21 when the market is telling you that it's not. Just as charging co CHPT, down about 70% in the last year and -99% from the peak. "PAAS" How about SII on a pullback? Rather than one mining company, the largest nat resource financial company. If more people pile into their physical and stock ETFs (as for the latter, SETM certainly has done well) and AUM goes up, more fees. A broader play on silver/gold/resources than one mine. Good luck and hope you do well, but I would refine the list some.
The 1998 LTCM collapse proved that talent cannot substitute for structural discipline. Google and Amazon have moved beyond growth; they’re now the global economy’s core infrastructure. Because Rivian and SoFi still carry the speculative volatility that likely eroded your capital before. So, PAAS offers a necessary hard-asset hedge. Which means XEQT is your insurance against repeating history.
Rivian is going to blow up. Put it 100% in that. So PAAS (silver Mining) will pay off big time for you. Trust.
Been there with the blown portfolio thing. Good call stepping back from options and day trading... that stuff can drain an account fast. Your picks are solid but pretty tech-heavy. GOOGL and AMZN are safe long-term holds. SOFI's interesting if you believe in fintech growth. RIVN is risky though... still burning cash and the EV space is crowded. PAAS seems random in that mix unless you're hedging with precious metals. Not a bad idea given everything going on. XEQT as your base is smart. Maybe do 60-70% in that and use the rest for your individual picks? That way if a couple don't pan out, you're still tracking the market. What's your timeline on these? Makes a difference for something volatile like RIVN vs the big tech names.
Your list has solid names, but I'd swap PAAS and RIVN for NVDA and MU since AI demand is exploding and those chips will power most of the growth in 2026. Keep GOOGL and AMZN as core holds, and SOFI could surprise if rates stay low and lending picks up. XEQT is a smart base for diversification.
ETFs SIL SILJ Individual stocks AYA AG PAAS CDE NEXA
i am rolling all Gold/Silver miners into Jan 2027. playing the earnings all year. the miners are trailing the commodities in price and valuation. this is my wifes portfolio, i manage it. all miners in ITM except VALE. currently Barrick(B) Pan American (PAAS) Coeur mining (CDE) Silver corp (SVM) and Teck (TECK). she insists i purchase more positions. (Calls) she is getting greedy.
PAAS could be a good play too - Pan American Silver. Although some degenerates think they are a gold focused company for some reason.
I'm holding a few of the producers. EXK, PAAS, and AG and thry have worked wonders for me this year.
As crazy as it sounds, hard assets. I am looking at SLV, as well as gold and silver miners. I hold EXK, PAAS, and AG as my bigger positions right now.
this my investment Theory for 2026 and options into 2027. i purchased Calls on Gold/Silver miners early in 2025. my positions are all Deep ITM. i will roll these Jan 1st (next week) to Jan 2027. this will allow me to play the Earnings season for all Cash rich Miners since the price of Gold/Silver has skyrocketed. not just earnings but Buyouts and Mergers. my holdings = Barrick(B) Pan American Silver (PAAS) Vale (VALE) Coeur Mining (CDE) and SilverCorp (SVM). i have one copper play Teck Res Limited (TECK) that i just bought a call on Dec 5th which is up 42%. does anyone think this gameplan makes sense? let me know.
I'm stacking FNLPF, PAAS, and EXK
HL, PAAS, ASM, AG top pick. USAS SVM DVS risky. SBSW NEWP proxy with other metals. When spot silver hit 75 there might be a correction before pumping resume, hedge accordingly.
PAAS is sort of both, a hedge and then for a possible run up on silver for 2026. This one is sort of iffy still because I feel like silver might face major pullbacks
Respect for recognizing day trading/options wasn't working. Most people never admit that. On your picks: \*\*GOOGL & AMZN\*\* - Solid. Both undervalued relative to mag 7, multiple growth drivers. These are the safe bets in your list. \*\*SOFI\*\* - Higher risk, but if they keep growing deposits and get through rate cuts without imploding, could work. Very sentiment-driven though. \*\*RIVN\*\* - This is the gamble. EV margin story is brutal right now. If you believe, size it small. \*\*PAAS\*\* - Precious metals as a hedge? Makes sense if you're worried about macro. If you want growth that outperforms S&P without the stress, GOOGL and AMZN are the ones I'd weight heaviest. Less excitement, more sleep. One addition: MU if you want AI exposure without paying NVDA multiples. Memory is the bottleneck no one talks about.