Jordi Visser

Something will go on with Cuba very, very soon for the exact same reason.

Part of it is strategic from a military basis, but part of it is also making sure that the hemisphere does not have Russia, China,

iran and also that the critical minerals that are in all of these places are also something that the us has access to so all of this stuff is happening and i think when you're looking at things like silver it again gets brought back into artificial intelligence so i've seen people break down the market into utility-based metals which i think is what you're highlighting here that these are being used um

Well, two things about it.

And Chris Perkins and I were talking about this at breakfast this morning.

Same exact argument.

And it's one of the reasons why on the Sunday YouTube, when I get into the charts of Bitcoin, I've been showing lately utility over Bitcoin.

So think of Ethereum.

over Bitcoin is very similar to silver over gold.

Gold was leading, silver was lagging, and then the utility function kicked in.

And everything kicked in really during the summertime.

If you do an overlay of Micron technology stock relative to silver, you'll see a very similar pattern.

Now, here's the way I want to kind of break it down for you guys, because Jensen Yuan says this, but so you get this whole process of going from

Energy, so think of it as anything you want, gas, oil, but the physical fossil fuel side, it needs eventually to be converted into intelligence.

With inside that conversion are two tracks.

one shortage is in high bandwidth memory.

That is the chips that are necessary.

So the reason Micron, SanDisk, Western Digital, SK Hynix, Samsung have all gone banana zone is because there's a scarcity right now relative to the demand.

There's a race to buy this in massive size.

On the other side, you have the conversion