u/Alarmed-Albatross-32 — reddlx

Historic Silver Halts: Physical Shortage Hits

Here's something most people missed unless they watch commodities closely: silver got halted twice today - something that has literally never happened in the history of the COMEX (commodity exchange).

There is a chance we’re finally seeing silver break away from gold, mostly because it’s being dragged up by the surging cost of copper and the reality of industrial demand. We’ve known for years that a physical shortage was coming, and today felt like the moment the paper market finally hit a wall. Silver's use cases are far, far superior to gold, and particularly relevant to the market/time we're in right now with AI and energy running as hot as they are. You literally cannot have these worlds without silver.

As data centers proliferate, the demand for silver in high-end semiconductors, liquid cooling systems (due to its thermal conductivity), and power distribution has surged. Between the EU’s 2026 solar mandates and the global push for EV charging grids, the industrial floor for silver has moved significantly higher.

We are currently in the sixth consecutive year of a structural silver deficit. Mining output simply isn't keeping up with the trend. You can manipulate the currency and print as much money as you want, but you can’t manifest physical metal out of thin air. When the exchange pauses trading like it did today, it’s usually because they’re realizing the price on the screen doesn't match the actual finite supply available.

Something worth keeping an eye on in the coming weeks IMO.

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u/Alarmed-Albatross-32 — 2 days ago

▲ 12 r/ValueInvesting

Simply put, AppLovin (APP) just smashed their ER with a top and bottom beat + raised guidance. They are going to receive on onslaught of upgrades in the morning IMO.

For context, AppLovin is growing revenue faster than both AMD and ARM (59% vs. 38% and 42%), yet it is priced at less than half their earnings multiples. AppLovin (Forward P/E 24x) is cheaper than Apple (Forward P/E 28x), yet Apple is growing revenue at roughly 5% and AppLovin is growing at 59% with 85% EBITDA margins - no, that's not a misprint.

Additional Financial Highlights:

Net cash from operating activities was $1.3 billion and Free Cash Flow was $1.3 billion for the first quarter 2026.
Basic and Diluted earnings per share ("EPS") were $3.57 and $3.56, respectively, for the first quarter 2026.
During the first quarter 2026, we repurchased and withheld 2.2 million shares of our Class A common stock, for a total cost of $1.0 billion ^(1). At the end of 1Q 2026, we had 336 million shares of our Class A and Class B common stock outstanding.

https://investors.applovin.com/news/news-details/2026/AppLovin-Announces-First-Quarter-2026-Financial-Results/default.aspx

The only reason the stock seesawed in AH is because they also filed a mixed shelf offering. What most don't seem to know or comprehend is that this was a standard operating procedure because they expire after three years and their last one was filed on June 1, 2023. As you can see above, they have plenty of cash on hand and zero need to execute against this shelf.

Do with this what you will. I think the market is sleeping on a massive beat with pending upgrades.

u/Alarmed-Albatross-32 — 8 days ago

▲ 18 r/Nok

Admittedly new to NOK for what it's doing these days. I honestly wasn't aware of how they pivoted and grew the business. It's a killer comeback story.

That said, I would love to hear some price targets for end of 2026/end of 2027, as well as some reasoning or DD to support.

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u/Alarmed-Albatross-32 — 15 days ago

▲ 53 r/NVDA_Stock

"Up until Tuesday, Nvidia options had been cheaper to trade than in the VanEck Semiconductor ETF (SMH), a result of its tight trading range for much of the past year. That changed today as implied volatility rose alongside the price and traders piled into the stock with a mostly bullish bias.

Traders now expect upwards of an 10% move in Nvidia by the end of next month, according to the price of the at-the-money straddle expiring May 29, a week after the company reports earnings. Call volume was more than double that of puts on Tuesday and premiums heavily skewed towards calls, with $648 million of a total $818 million spent on calls, according to data from SpotGamma."

https://www.cnbc.com/2026/04/28/traders-bet-nvidias-stock-will-return-to-record-highs-soon.html

u/Alarmed-Albatross-32 — 16 days ago