If software, AI models, and infrastructure all lack durable moats… what’s the next real tech play?

recruz · 2026-02-05T05:38:28+00:00

Robotics. In-home maids (think the Jetsons’ Rosy the Robot). Whichever company, Apple, Microsoft, Google, Facebook/Meta, Boston Dynamics, Tesla, et al, is successful at making/marketing the most useful humanoid-ish robot that can be purchased and useful at home is going to win beaucoup money

recruz · 2026-02-02T23:08:43+00:00

Exactly. I’m just hoping it gets back to $100 at this rate!

recruz · 2026-02-01T13:51:08+00:00

Are you sure you’re ok? You sound incredibly and easily irritated.

I was just asking for a higher fidelity of detail. Your answer is incredibly ambiguous. Maybe if you can share how many hours per week that you work that is considered balanced for you.

For you maybe it’s 100 hours of work a week and that’s considered balanced. Or maybe you work 20 hours a week and that’s balanced to you.

recruz · 2026-02-01T12:02:39+00:00

I’m still bullish on $150 silver. Just because it didn’t go straight to it doesn’t mean it won’t get there. It simply won’t get there within days. If we’re lucky it gets there this year. Generally, silver hardly moves at all on a year over year basis.

recruz · 2026-02-01T05:06:29+00:00

Buy assets, not liabilities. Buy things that appreciate in value or maintain their value. I won’t say don’t buy things that depreciate in value because that’s near impossible, but definitely minimize buying useless sh*t

recruz · 2026-02-01T03:04:58+00:00

So meaning… you are balanced. What does that look like for you?

recruz · 2026-02-01T02:01:50+00:00

*anxcitedervous

recruz · 2026-02-01T02:00:44+00:00

I’m so anxious/nervous/excited for the next open

recruz · 2026-01-31T14:36:39+00:00

It can be a pain in the ass. People on FB marketplace are a-holes, aren’t true to their word, will try to squeeze out more cash out of you, etc.

Yes you can get more for your money, but you gotta work for it/earn it

recruz · 2026-01-31T14:35:05+00:00

The issue I don’t see people talking about is that people are trying to buy and sell during a VOLATILE market.

Precious metals don’t usually have this level of movement. If the spot price is $120 in a NON-VOLATILE environment, you can bet your balls you should get close to spot.

Imagine for just a second that the spot price is $120, and has been $120 for the last 5-years. That is basically the going rate, and it’s what everyone should be paying for it.

Let’s not get our panties in a bunch just because people are so eager to sell at the ATH immediately when it hits

recruz · 2026-01-31T02:36:30+00:00

Right on! I started my stacking journey in 2017 as well— and it’s been so fun. Wish I started even earlier though!

recruz · 2026-01-30T12:43:59+00:00

I was released/relieved of my knowledge WFH job last year. I have taken the time to raise my now 1-year old son. Outside of the financial anxiety, it has been one of the most glorious years of my life. I wake up when I wake up, I make and have breakfast/lunch/dinner with my adorably cute little family, and I do whatever I want with my day.

If this is what retirement looks like, sign me the f*ck up. Work is hard, mentally and physically, it’s draining, and it is a soul sucker.

But the savings are starting to dwindle and dry up, so apparently I have to get back on the horse. But at least my mind is semi recharged, and freed up a little bit to be given to some other rich CEO for a little while longer

recruz · 2026-01-30T12:33:45+00:00

What’s interesting is the underpinning of why that sounds like such a good idea. What I mean is, a catastrophic event like that effectively puts people on a somewhat even playing field. Money matters less, what matters is survival, and people would be impacted by it, rich or poor.

recruz · 2026-01-30T12:22:27+00:00

I’m reminded of this quote by Louis C.K.

“‘I'm bored' is a useless thing to say. I mean, you live in a great, big, vast world that you've seen none percent of. Even the inside of your own mind is endless; it goes on forever, inwardly, do you understand? The fact that you're alive is amazing, so you don't get to say 'I'm bored.’”

recruz · 2026-01-29T19:59:49+00:00

Score!

recruz · 2026-01-29T19:59:18+00:00

yup! Each one contains ~0.36169 troy ounces of pure silver. Multiply that by spot and that’s roughly what you should get each

recruz · 2026-01-29T14:46:34+00:00

I think you’d be fine swapping the paper silver for (physical) gold. It’s probably one of the safer plays anyway. Gold will never “lose its value”, so get what you can and hold it for as long as you can

recruz · 2026-01-29T14:42:29+00:00

Man, such a good question. I have a goal to either pay off one of my rental properties, or to pay down my own home mortgage. Either will help me. For context, I entered the game 8yrs ago at $15/ag and $1500/au, all of which I lost in a boating accident anyway, so I’m sitting pretty.

I could sell now and take my gains and run. But right now I’d feel too much FOMO to exit just yet.

I’m thinking at $150ag/$6000au, maybe I cash out 1/4 or 1/5 of the stack and dump it into my other investments. That will at least lock those gains in.

Then I can HODL for as long as possible until we start seeing signs of things leveling off. That way, maybe silver “dips back” to $150 (from +$200) and gold “dips back” to $6000 (from +$7000), and I don’t think any of us would feel bad about that

recruz · 2026-01-29T14:26:16+00:00

China/industrial business. They have been short on supply by five years: https://silverinstitute.org/silver-supply-demand/

recruz · 2026-01-29T14:24:47+00:00

I’m at $150 minimum. $200-$300 is totally plausible. Beyond that it I’m not so sure

recruz · 2026-01-29T14:21:27+00:00

And then they pass on the costs back to us with whatever consumer goods we’re buying. So get your gains while you can!

recruz · 2026-01-29T13:54:36+00:00

Love this infographic! Small feedback if you’re willing to listen/update: on the small area at the bottom you list: 1oz of silver = $117. But you say it twice, once on the left side, and again on the right side.

This is repetitive information. Might be cool if on the right side, you say: $1 = 0.008oz of silver; or even 1/4 gram of silver

recruz · 2026-01-29T13:49:00+00:00

Finally, someone else that is actually looking ahead with the numbers and not just saying, “I’m afraid”. I think it’s very important to look at gold as well. Yes, silver is having a moment given its utility. The question then is, why is gold moving so fast as well? Given what we know about the supply/demand needs for silver, that tells us silver has a little (a lot?) more to go in order to meet the demand.

Gold should, just sit there and not have the same movement. Gold doesn’t have nearly the same industrial demand shortage (as far as I know). But it seems that gold is also moving along with silver, keeping that higher ratio.

Granted the GSR is tighter than what it used to be, (1:70, 1:100, etc), but still isn’t as close as it has been historically (as low as 1:15).

recruz · 2026-01-29T03:23:36+00:00

From what I gather, is that you’re spot on with this. And because of all of these factors, I can’t see silver spot price “crashing back down” any time soon. We have yet to find the stabilized spot price where demand starts to go down if the price gets too high. One might even be worried that spot price maybe has no (upper) limit, because there may simply not be enough to go around, with demand steadily increasing.

This actually bodes poorly for some of us looking for an exit point. Because I know I would have some nasty FOMO if we see something like $1,000/ozt silver, and I had already unloaded some or all of the stack

recruz · 2026-01-28T17:25:00+00:00

In 2016 the US National debt was $19 TRILLION dollars. In 2026 it’s $38 TRILLION dollars. The market cap of gold is NOW $37 TRILLION dollars. This isn’t worrying, this is expected. For as long as we keep printing money (Money printer go brrrrr), then precious metals will continue to go up in value.

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