Stock Bubble To Pop In 2026, Will It Drag Gold & Silver Down With It? | Lobo Tiggre

Watch on YouTube ↗  |  December 17, 2025 at 19:41  |  43:57  |  The David Lin Report
Speakers
Lobo Tiggre — Founder, The Independent Speculator
David Lin — Founder & Host, The David Lin Report / ex-Anchor, Kitco News

Summary

Lobo Tiggre, founder of The Independent Speculator, discusses his 2026 outlook with David Lin. He warns that the AI trade could unwind significantly and create a short-term headwind for metals, uranium, copper, and hard assets, but sees that as a buying opportunity. He remains long-term bullish on gold and silver, expects consolidation before their next move higher, and names copper as his top pick for 2026 with uranium stocks also favored on term-price strength.

  • Lobo expects a significant unwind of the AI trade in 2026, with either a sharp bubble pop or slower deflation.
  • He warns AI-linked demand has boosted uranium, copper, silver, and critical minerals, so an AI reversal could hurt the whole metals complex short-term.
  • Silver's recent surge is driven by idiosyncratic supply tightness and Indian buying, not a broad monetary-metals move.
  • Gold remains supported by central-bank buying, debasement concerns, geopolitical risk, and rising portfolio allocations.
  • Copper is his top 2026 pick due to constrained supply and mine disruptions; he also has copper stocks on his shopping list.
  • He has recently bought uranium stocks because term prices are rising while volatile spot prices create sale opportunities.
  • He advises patience, buying dips rather than chasing all-time highs, and locking in gains.
Ideas
Lobo Tiggre Founder, The Independent Speculator 2:37
Gold remains long-term bullish despite consolidation.
Gold remains in a long-term bull market driven by central-bank buying, the debasement trade, geopolitical conflict, dollar weakness, and rising institutional/family-office portfolio allocations toward its historical average; he expects possible consolidation into or through 2026 before the next move higher and would buy physical gold today if he owned none.
GLD HIGH
Lobo Tiggre Founder, The Independent Speculator 2:37
Silver bullish after likely consolidation.
Silver is in a long-term bull market, but its recent spike to near $70 was driven by idiosyncratic supply tightness in London and Indian buying rather than a broad monetary-metals move; he expects consolidation or correction before the next major leg higher, which should be treated as a buying opportunity.
SILVER HIGH
Lobo Tiggre Founder, The Independent Speculator 5:49
AI trade likely to unwind in 2026.
The AI trade is likely to unwind in 2026 because the massive data-center capex around brute-force large language models may be a misallocation; enterprises are not yet using LLMs to cut payroll, and the market is highly concentrated on this single thesis, making everything vulnerable to an AI correction whether it pops sharply or deflates slowly.
AIQ HIGH
Lobo Tiggre Founder, The Independent Speculator 9:06
AI unwind could drag critical minerals down.
If the AI trade unwinds, the same AI narrative that has become a tailwind for uranium, copper, silver, gold and other critical minerals could reverse into a headwind, dragging the entire metals complex and hard assets down in the short term before creating a better buying opportunity.
REMX MED
Lobo Tiggre Founder, The Independent Speculator 16:43
Copper top 2026 pick on supply.
Copper is his top pick for 2026 because supply is deeply constrained by permitting and major mine accidents at Grasberg, Kamoa-Kakula and others that can take years to fix; demand is essential and supported by electrification and hybrids even if AI cools, and it lacks uranium's nuclear-accident risk. He also has copper stocks on his shopping list because they are relatively cheap.
Copper stocks COPPER HIGH
Lobo Tiggre Founder, The Independent Speculator 16:55
Uranium stocks favored as term prices rise.
Uranium is one of his favorites and he has recently been buying uranium stocks because the long-term contract price, the real uranium market, is rising even while volatile spot prices put equities on sale; he likes it alongside copper as relatively cheaper, though uranium carries nuclear-accident risk.
Uranium Stocks URA HIGH
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This The David Lin Report video, published December 17, 2025, features Lobo Tiggre discussing GLD, SILVER, AIQ, REMX, Copper stocks, COPPER, Uranium Stocks, URA. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lobo Tiggre  · Tickers: GLD, SILVER, AIQ, REMX, Copper stocks, COPPER, Uranium Stocks, URA