Author argues silver's industrial demand from solar, AI and computing against static mine supply gives long-term upside, citing a 300% gain over two years.
Unpriced research observations (excluded from Calls and Returns):
XAGUSD — LONG The author argues silver has high industrial demand from solar panels, AI and computing, while mine production pace stays the same, so demand growth should drive prices higher over a ten-year horizon. He states he invested in silver two years ago and is up 300%, and regrets hedging the rest in gold instead of seeking silver's demand-driven upside. The stated catalyst is continued rising AI demand against static supply. Exact non-equity contract requires separate historical validation; no generic proxy.
Silver has high industry demands and is using massively in solar panels, ai, computing and etc.. Even though at this high price, investing in the long run should be beneficial for example for over ten years. If the ai demand will keep rising then the demand will be high and the production pace remains the same from the silver mines, for sure it has very high upside.