A single thing is influenced by many factors, and different eras have different dominant factors. This makes it difficult to have a single, unchanging investment strategy. If one does, it might be due to an insufficient time frame (e.g., extending to 30-50 years). If the main factors are not firmly grasped or are influenced by noise, it's easy to be swept away by market fluctuations.
The impact of AI on silver, copper, and uranium is fundamental and long-term. Understanding the second derivative of investment will inevitably lead from gold to silver and then to current mining stocks. Upward revisions to EPS are inevitable and delayed, ignoring noise.
$SCCO Barrick Mining $CCJ $WPM