MBCC TH 5th Feb'26 - "The AI Momentum trade got hammered, but it is taking down ALL THE LATERAL plays too, time to separate the noise from the real fundamentals!""

Since December, the market had gotten so crazy over the AI theme, that it started dragging every single asset/sector that even remotely connected to AI and accelerated its price. This was seen in Uranium, Power and then Silver too. These things had moved away from REAL FUNDAMENTALS. Remember these are actual Commodities and have real demand/supply fundamentals and industries that “use” these goods so price is important!

And now, AI gotten slammed and Silver down 40% too…

As the dust settles and hype fades, this is what WILL HAPPEN NEXT….now that specs out!

Sign up to see full note and active recommendations as we went long SILVER AT $78 and then took profits at $90 - why?