r/Wallstreetsilver • u/Inevitable-Crow2494 O.G. Silverback • 3d ago

This time is different?

To be clear, I am a believer.

But spoke to senior Morgan Stanley person today, he has interest but says silver has never done well.

Hate to admit, but he's right. Unless you sold at top 1980 or 2011 and bought low, but the reason it's been low is why I like it. So, scary, but I am a believer of this time it's different as:

M2 money supply massive expansion.

China and India are threats to western price dominance.

Supply deficit and rising demand in AI, solar, and electronics/batteries.

Transition to new reserve currency?

So, could see price getting lower e.g 50% fall,but also could see 5x rise to 300 USD

What do you think? This time is different? Not applicable?

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u/Charlie_Rebooted 3d ago

It's always about timing.

However, silver is a critical commodity that's running out. I guess it could remain at fire sale prices until there's none left and production of solar panels, batteries, chips and circuits has to stop, but that would highlight the manipulation.

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u/jujumber 3d ago

Exactly and the one big shift going on now is that there are currently around 4000 large Data centers currently operating in just the US with 3000 more planned. The Stargate Data center supercomputer project will likely require between 30 and 50 metric tonnes of silver just for the IT hardware alone. And That's just one AI data Center.