Reading between the lines.
Joined December 2024
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BREAKING: President Trump says “Palantir has proven to have great war fighting capabilities and equipment. Just ask our enemies.”
Palantir stock, $PLTR, is rising after the statement.
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Palantir reports Q4 2025 revenue growth of 70% Y/Y, rule of 40 score of 127%; issues FY 2026 revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth, crushing consensus estimates.
Q4 U.S. commercial revenue grew 137% y/y and adjusted operating margin was 57%.
We also generated $2.27 billion in FY 2025 adjusted free cash flow, representing 51% margin and 82% Y/Y growth.
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🚨BREAKING: Trump Fires Back at the Red Dragon- US to Launch $12 Billion “Strategic Mineral Stockpile”.
🔥Trump added #SILVER to the US Strategic Mineral List in November!
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🚨The COMEX math has officially failed. 📉
⚪️ Registered Silver: ~110M oz
📄 March '26 Open Interest: ~500M oz
⚠️ The Reality: 5 paper claims for every 1 physical bar.
When the "Registered" vault can’t cover even 25% of the March demand, "Force Majeure" isn't a theory—it's the only exit left for the banks.
The paper market is broken.
Reality is physical. 🪙🧱
#SilverSqueeze #COMEX #Silver2026 #SoundMoney
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My 2 cents:
We are in a precious metals revaluation process, were the COMEX/LBMA are being drained from physical gold, but especially silver
All the ‘shorters’ now care about is low paper (COMEX/CRIMEX) prices while trying to cover paper shorts and minimising losses
At the end of this process the full revaluation will unfold and especially silver will be trading much higher, reaching a gold-to-silver ratio of at least 15 imho
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🔥“OVER THE PAST WEEK IT HAS BECOME DIFFICULT TO NEAR IMPOSSIBLE TO SOURCE PHYSICAL SILVER!”🔥
🚨 “IT REMAINS UNCERTAIN WHETHER WE WILL BE ABLE TO ACQUIRE ANY ADDITIONAL SILVER INVENTORY AT ALL!”🚨
-Bullionstar Founder Torgny Persson posted a Trading Update for customers Saturday, & it is clear that the PAPER SILVER market is DISLOCATING from the PHYSICAL SILVER MARKET:
"Throughout this period of market revaluation, we have firsthand witnessed extreme and unprecedented physical demand. At the same time, replenishment options have become increasingly scarce, with physical metals drying up and mints operating under enormous backlogs.
In such an environment of constrained supply and sustained physical demand, sharp price declines in the paper markets are difficult to reconcile with the realities of the physical precious metals market.”
Person’s Full Note to #Silver Investors is Below:
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🚨COMEX GOLD DELIVERIES GO NUCLEAR!🏦
🔥20,484 Feb Gold Delivery Notices Issued!
⚡️MASSIVE GOLD PRICE SLAM FAILS TO SLOW AVALANCHE OF DELIVERY NOTICES ON FIRST NOTICE DAY!
➡️Deutsche Bank Issued 2,387 Notices
🔥JP Morgan Issued 11,959 Notices, & Stopped 7,995 Notices!
➡️UBS Issued 2,379 Notices
🚨Total of 2.05 Million oz of Gold Notices Issued on First Notice Day!
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🦘🚨BREAKING: AUSTRALIA'S PERTH MINT SUSPENDS SILVER SALES🦘
Yesterday, we alerted SilverTrade readers that a Major Government Mint was shutting down silver sales within 24 hours.
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🦘We can now disclose that the major mint halting silver sales today is The Perth Mint:🦘
"Dear Perth Mint Distributor,
Due to the increasing worldwide demand for silver bullion products, we have a large backlog of orders for the 2026 Kangaroo 1oz Silver Bullion Coin. As a result of this, we have decided to pause taking wholesale orders for this coin from today until 23rd February to clear the back orders.
We are also implementing a monthly allocation for this product to ensure that all regions receive stock in the current market environment."
As The Perth Mint first began notifying its wholesaler dealer network Thursday morning, this decision to halt silver sales was made PRIOR to the historic $25 silver slam that has since occurred.
If The Perth Mint was already at the breaking point by Thursday morning, with silver prices trading near $117, we suspect this situation is about to quickly snowball across the industry as today's price smash has undoubtedly unleashed a TSUNAMI of physical silver demand.
Australia's Perth Mint was the first domino to fall.
Which major government mint will be next?
