The influencing factors of something are numerous, and different eras and cycles have different dominant factors. This makes it hard to have a single, unchanging strategy in investing. If there is one, it’s probably because the time frame isn’t long enough (like zooming out to 30-50 years). If the main factor isn’t firmly grasped or gets disrupted by noise, it’s easy to drift with the tide. AI’s impact on silver, copper, and uranium is fundamental and long-term. Those who understand the second-order effects of investing will naturally move from gold to silver and now to mining stocks. The upward revision of EPS is inevitable but delayed—ignore the noise. SCCO Barrick Mining CCJ WPM