Silver’s recent surge feels euphoric. Silver's thesis isn’t monetary or store-of-value, but an industrial, multi-year demand story driven by AI data centers, chips, power infrastructure, EVs, solar, and automation, areas where silver’s conductivity and reliability can’t be easily replaced. Near term, momentum can overshoot and cool. For those without exposure, patience is key: structural demand creates opportunities beyond the current hype.(BloFin Research)