Joe Lonsdale – Strait of Hormuz, China’s Secret Move on Cuba and the AI Weapons Race | SRS #302May 8, 2026
William Brown on May 8, 2026 7:46 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella K. Lee on May 8, 2026 7:49 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Patricia Lee on May 8, 2026 7:49 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Thompson on May 8, 2026 7:50 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer V. White on May 8, 2026 7:50 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Williams on May 8, 2026 7:51 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella Brown on May 8, 2026 7:51 am Nice to see insider buying—usually a good signal in this space. Reply
Liam Smith on May 8, 2026 7:52 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Jones on May 8, 2026 7:52 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas Y. Moore on May 8, 2026 7:52 am Silver leverage is strong here; beta cuts both ways though. Reply
Patricia O. Lopez on May 8, 2026 7:54 am If AISC keeps dropping, this becomes investable for me. Reply
Emma H. Rodriguez on May 8, 2026 7:54 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia White on May 8, 2026 7:55 am Exploration results look promising, but permitting will be the key risk. Reply
William Lee on May 8, 2026 7:56 am Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Brown on May 8, 2026 7:57 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Taylor on May 8, 2026 7:59 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia W. Davis on May 8, 2026 8:00 am Silver leverage is strong here; beta cuts both ways though. Reply
39 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
If AISC keeps dropping, this becomes investable for me.
I like the balance sheet here—less leverage than peers.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
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.
If AISC keeps dropping, this becomes investable for me.
Production mix shifting toward Videos might help margins if metals stay firm.
Nice to see insider buying—usually a good signal in this space.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.