The David Lin Report Stock Bubble To Pop In 2026, Will It Drag Gold & Silver Down With It? | Lobo Tiggre
Dec 19, 2025
Lobo Tiggre, founder of The Independent Speculator and expert in metals, discusses the looming risks of a market unwind driven by AI hype. He expresses concerns about silver's rapid rise and warns it could lead to a premature blow-off. Lobo highlights copper as his top pick for 2026 due to constrained supply and strong demand. He predicts a consolidative phase for gold and silver while outlining macro factors supporting gold’s rise. With discipline, he sees potential buying opportunities amidst any market corrections.
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Silver's Rally Is Likely Temporary
- Silver's recent surge is idiosyncratic and not evidence of a monetary-metals blow-off top.
- Lobo expects silver to consolidate and create buying opportunities before the next leg up.
AI Trade Unwind Could Hit Markets
- Lobo warns of a potential unwind of the AI trade that could deflate market hype and capital allocation.
- That unwind could act as a broad headwind across markets, including metals tied to AI demand.
Use Corrections As Buying Opportunities
- If AI-driven exuberance reverses, view the sell-off as a buying opportunity for disciplined investors.
- Avoid chasing all-time highs and wait for more reasonable entry points, Lobo advises.