← WealthionTrade on Robinhood →Trade on Robinhood →Trade on Robinhood →
watchLONG
“The upside on silver is really part of, you know, this the solar um solar panel story. And that's why China was, you know, buying them, buying as much silver as it possibly could to protect that indus”
@Wealthion
Silver is entering a 7x supercycle driven by surging solar panel demand and Chinese supply hoarding.
SLVLONG@ $54.63
$51.43-5.86%
since call Jul 9
peak +0.7%
00:12LONG
“I could see 10,000 gold... Every super cycle we've been through in the one in the 70s and one in the 2000s, the price go of these commodities go up by 7x.”
@Wealthion
The US is trapped under $40 trillion in debt with no mathematical escape except fiat debasement, forcing central banks to scramble for gold reserves.
GLDLONG@ $375.44
$374.90-0.14%
since call Jul 9
peak +0.9%
“You bought Microsoft because it had an absurd return on investment capital because their marginal cost and their margins were enormous. And now they're a railroad company... they shouldn't be trading ”
@Wealthion
Microsoft is transforming into a capital-intensive railroad company that can no longer justify its 50x P/E multiple.
MSFTSHORT@ $384.36
EXIT$389.10-1.23%
since call Jul 9
peak +1.5%
flipped Jul 27 · held 18d · record frozen at -1.23%
Trade on Robinhood →15:41LONG
“you're buying these these hyperscalers that pay, you know, they have 0% free cash flow versus these these oil majors at 15.5.”
@Wealthion
Oil majors pump out massive 15.5% free cash flow yields while tech hyperscalers burn cash, making energy the ultimate hard asset dividend play.
XLELONG@ $54.30
$60.32+11.08%
since call Jul 9
peak +11.1%
TIMESTAMPS
watch
00:12
12:36
15:41