Jordi Visser

And I think it's going to happen this year or next year.

And so I don't care whether it goes down to 75 first.

What I care about is I don't want to be chasing it when it's 300, because I'm telling you, for people who didn't listen to me on Micron, they're all asking me when it's going to pull back far enough because they missed it.

Once something goes up fast in these banana zones, you don't get a chance to get in.

Let's see, last year we were here and we all had bananas around our neck.

And so now we've got massive banana zones happening in high bin with memory related stocks in silver, not as much gold, but you've got a lot of equities that are doing it.

I want to break something apart because I've heard silver here mentioned more than any macro conference I've been at in my lifetime.

Silver is not a precious metal guys.

So I hate to break everyone's kind of association with it.

It might be in there.

It is a critical mineral for technology.

So if you guys haven't spent the time on it, I am writing a paper because it's beyond me that people don't understand yet that drones are the new tanks.

Drones take an enormous amount of silver.

and they are disposable, they get blown up, and then you build another one.

So the percentage of silver that is necessary for drones compared to tanks off the charts.

Every single part of technology, everything, semiconductors, solar, massive for solar.

So the energy that powers.

You're gonna start to hear more and more over the course of this year, people talk about this.

So Venezuela,

Greenland, I'm giving you some inside information.