Joe Lonsdale – Strait of Hormuz, China’s Secret Move on Cuba and the AI Weapons Race | SRS #302May 8, 2026
Robert Hernandez on May 8, 2026 8:25 am Interesting update on Why .22 Magnum Is the NEW Urban Survival Round — But Nobody Talks About It!. Curious how the grades will trend next quarter. Reply
Ava Brown on May 8, 2026 8:25 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Taylor on May 8, 2026 8:28 am Nice to see insider buying—usually a good signal in this space. Reply
Liam Thompson on May 8, 2026 8:31 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Taylor on May 8, 2026 8:32 am Silver leverage is strong here; beta cuts both ways though. Reply
Robert Jackson on May 8, 2026 8:33 am Silver leverage is strong here; beta cuts both ways though. Reply
Ava Thompson on May 8, 2026 8:34 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer T. Jackson on May 8, 2026 8:34 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah Martinez on May 8, 2026 8:35 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia Jackson on May 8, 2026 8:36 am Nice to see insider buying—usually a good signal in this space. Reply
Robert P. Hernandez on May 8, 2026 8:36 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
26 Comments
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on Why .22 Magnum Is the NEW Urban Survival Round — But Nobody Talks About It!. Curious how the grades will trend next quarter.
The cost guidance is better than expected. If they deliver, the stock could rerate.
I like the balance sheet here—less leverage than peers.
Nice to see insider buying—usually a good signal in this space.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Silver leverage is strong here; beta cuts both ways though.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.