Joe Lonsdale – Strait of Hormuz, China’s Secret Move on Cuba and the AI Weapons Race | SRS #302May 8, 2026
Patricia Taylor on May 8, 2026 7:14 am Nice to see insider buying—usually a good signal in this space. Reply
Noah Johnson on May 8, 2026 7:15 am Silver leverage is strong here; beta cuts both ways though. Reply
Michael Thomas on May 8, 2026 7:16 am Silver leverage is strong here; beta cuts both ways though. Reply
Michael Garcia on May 8, 2026 7:17 am Nice to see insider buying—usually a good signal in this space. Reply
Michael Hernandez on May 8, 2026 7:18 am Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Hernandez on May 8, 2026 7:18 am Exploration results look promising, but permitting will be the key risk. Reply
Amelia Davis on May 8, 2026 7:18 am Interesting update on TMZ Just Proved How Weird The Media Is About Guns. Curious how the grades will trend next quarter. Reply
Isabella Thompson on May 8, 2026 7:20 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Z. Johnson on May 8, 2026 7:21 am Nice to see insider buying—usually a good signal in this space. Reply
Michael White on May 8, 2026 7:21 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Lopez on May 8, 2026 7:21 am Production mix shifting toward Tactical & Survival, Videos might help margins if metals stay firm. Reply
Elizabeth F. Johnson on May 8, 2026 7:22 am Production mix shifting toward Tactical & Survival, Videos might help margins if metals stay firm. Reply
Isabella Thompson on May 8, 2026 7:22 am Interesting update on TMZ Just Proved How Weird The Media Is About Guns. Curious how the grades will trend next quarter. Reply
Lucas Rodriguez on May 8, 2026 7:24 am Exploration results look promising, but permitting will be the key risk. Reply
Mary Davis on May 8, 2026 7:27 am Exploration results look promising, but permitting will be the key risk. Reply
Patricia Thomas on May 8, 2026 7:27 am Silver leverage is strong here; beta cuts both ways though. Reply
Oliver Martinez on May 8, 2026 7:28 am Exploration results look promising, but permitting will be the key risk. Reply
Oliver Thompson on May 8, 2026 7:28 am Production mix shifting toward Tactical & Survival, Videos might help margins if metals stay firm. Reply
Robert P. White on May 8, 2026 7:29 am Uranium names keep pushing higher—supply still tight into 2026. Reply
42 Comments
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.
Silver leverage is strong here; beta cuts both ways though.
Nice to see insider buying—usually a good signal in this space.
Exploration results look promising, but permitting will be the key risk.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Interesting update on TMZ Just Proved How Weird The Media Is About Guns. Curious how the grades will trend next quarter.
If AISC keeps dropping, this becomes investable for me.
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.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Production mix shifting toward Tactical & Survival, Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Production mix shifting toward Tactical & Survival, Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on TMZ Just Proved How Weird The Media Is About Guns. Curious how the grades will trend next quarter.
Exploration results look promising, but permitting will be the key risk.
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.
If AISC keeps dropping, this becomes investable for me.
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.
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.
Production mix shifting toward Tactical & Survival, Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.