Joe Lonsdale – Strait of Hormuz, China’s Secret Move on Cuba and the AI Weapons Race | SRS #302May 8, 2026
Amelia Miller on May 8, 2026 8:01 am Nice to see insider buying—usually a good signal in this space. Reply
Mary I. Jones on May 8, 2026 8:03 am Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
Michael Thomas on May 8, 2026 8:04 am Exploration results look promising, but permitting will be the key risk. Reply
Patricia F. Miller on May 8, 2026 8:04 am Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
Lucas White on May 8, 2026 8:04 am Interesting update on The Seven Wonders (S2, E1) | Lost Worlds | Full Episode. Curious how the grades will trend next quarter. Reply
James Martinez on May 8, 2026 8:05 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Williams on May 8, 2026 8:07 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam R. White on May 8, 2026 8:07 am Silver leverage is strong here; beta cuts both ways though. Reply
Elijah Garcia on May 8, 2026 8:07 am Exploration results look promising, but permitting will be the key risk. Reply
Amelia Y. Thomas on May 8, 2026 8:08 am Interesting update on The Seven Wonders (S2, E1) | Lost Worlds | Full Episode. Curious how the grades will trend next quarter. Reply
Patricia Brown on May 8, 2026 8:08 am Silver leverage is strong here; beta cuts both ways though. Reply
William Garcia on May 8, 2026 8:09 am Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Davis on May 8, 2026 8:10 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Thompson on May 8, 2026 8:10 am Exploration results look promising, but permitting will be the key risk. Reply
Linda Moore on May 8, 2026 8:10 am Interesting update on The Seven Wonders (S2, E1) | Lost Worlds | Full Episode. Curious how the grades will trend next quarter. Reply
Elijah White on May 8, 2026 8:11 am Interesting update on The Seven Wonders (S2, E1) | Lost Worlds | Full Episode. Curious how the grades will trend next quarter. Reply
Oliver White on May 8, 2026 8:14 am Silver leverage is strong here; beta cuts both ways though. Reply
Olivia Moore on May 8, 2026 8:14 am Exploration results look promising, but permitting will be the key risk. Reply
James X. Thomas on May 8, 2026 8:15 am Nice to see insider buying—usually a good signal in this space. Reply
45 Comments
Nice to see insider buying—usually a good signal in this space.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Production mix shifting toward Guns, Videos might help margins if metals stay firm.
Exploration results look promising, but permitting will be the key risk.
Production mix shifting toward Guns, Videos might help margins if metals stay firm.
Interesting update on The Seven Wonders (S2, E1) | Lost Worlds | Full Episode. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Silver leverage is strong here; beta cuts both ways though.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Interesting update on The Seven Wonders (S2, E1) | Lost Worlds | Full Episode. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Interesting update on The Seven Wonders (S2, E1) | Lost Worlds | Full Episode. Curious how the grades will trend next quarter.
Interesting update on The Seven Wonders (S2, E1) | Lost Worlds | Full Episode. Curious how the grades will trend next quarter.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.