• Global copper consumption is ~30M tons/year, with recycling at only ~4M tons. This significant deficit implies high future demand, especially with ~3% GDP growth and ongoing electrification trends 1.

• Silver’s Monthly RSI hit 92, a level not seen since 1980, signaling an epic short might be brewing 1.
• $AAPL recorded its lowest Daily RSI this week since the 2008 GFC.

• China’s margin financing just breached its 2015 stock market bubble peak, now at a record $390 billion. This represents a near doubling since late 2024, driven by surging retail risk appetite 10.

• $SILVER is ripping, yet MSM largely ignores it. 22
• Triple-digit silver is live. Don’t fade it; silver’s value relative to global debt is a mere 0.6%. 24

• Small caps (Russell 2000) have significantly outpaced large caps (S&P 500) by over 5% this month. Despite the S&P heading for a monthly all-time high, this setup historically signals further $SPX rallies, averaging 9.7% gains over the following 8 months [1](https://x.

• AMD stock, after consolidating since November, saw a 15% rebound last week, driven by CPU price reports; target price now $308. 1

• $INTC’s post-earnings drop signals market overextension, not a business collapse. The market got ahead of itself. Reference [1]

• $TSLA Breakout Strategy: focuses on clear patterns and reclaiming the 21EMA after consolidation. 1
• $META faces a battle between its Head and Shoulders technical pattern and its MOAT. [3](https://x.

• Retail investors piled into the dip, buying +$1.8 billion of $SPY yesterday, marking the largest daily purchase since October and the 3rd-largest inflow since the April 2025 market recovery. 1

• Japan’s government bond market liquidity is collapsing; the JGB Liquidity Index hit 9.5 points on Tuesday, the worst on record, having doubled in the last 12 months. 1
• The Cass Freight Index fell **-7.