r/Wallstreetsilver

I’ve been buying silver for years, and usually when I buy Britannia coins, I get a mix of years with each purchase. But with my last order of 90 ounces, every single coin is dated 2026, and the delivery in France took four and a half months. Has anyone else experienced this recently, or is it just me ? Any thoughts ?

It is wild to watch how much money is flooding into defense tech right now. Anduril just doubled its valuation to a staggering 61 billion after locking down a massive 5 billion funding round. Tech billionaires like Oculus founder Palmer Luckey are positioning themselves to make an absolute fortune off the administration's push to completely reindustrialize the military. We are looking at the rapid rise of a privatized, AI-driven weapons empire, and the financial backing behind it is completely unprecedented.

While everyone focuses on the software side of autonomous warfare, the real bottleneck is the physical supply chain. To build thousands of automated drones, advanced guided munitions, and battlefield sensors, tech companies need massive amounts of highly specialized domestic raw materials. For instance, Americas Gold and Silver ($USAS) is crucial to supplying the silver and antimony needed to make drones, especially through their Galena Complex in Idaho, which stands as the largest active antimony mine in the country. The defense tech sector is quietly rushing to secure these exact North American mineral assets because relying on foreign adversaries for critical hardware inputs is a massive national security liability.

The sheer scale of this historic funding boom shows exactly where the future of tech and conflict is going:

• Venture capital heavyweights like Thrive Capital and Andreessen Horowitz are leading the charge, treating advanced weapon systems like the next big software boom.
• Aggressive manufacturing scale-ups are being prioritized to build autonomous drone swarms and uncrewed defense systems at scale.
• Complete vertical integration of domestic supply lines is becoming a strict mandate to protect Western tech firms from sudden market shocks.

The tech landscape has fundamentally shifted. Silicon Valley used to try to distance itself from the defense sector, but now the wealthiest venture funds are openly rushing to fund automated warfare. The amount of capital being injected into these startups is a clear signal that the privatized military-industrial complex is entering its most lucrative era yet, and the companies providing both the tech and the foundational raw materials are set for a massive windfall.

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The global scramble for critical minerals just took a massive turn right here at home, and almost nobody is talking about it. While the media focuses on foreign tech dominance, a massive shift in domestic manufacturing and national defense is quietly playing out in Idaho's Silver Valley.

The United States has historically relied heavily on foreign supply chains for antimony, a critical mineral that is absolutely essential for everything from military-grade flame retardants to advanced ammunition and vehicle batteries. To combat this vulnerability, Americas Gold and Silver has stepped up by partnering in a massive 51% owned joint venture with United States Antimony to build a brand new, state-of-the-art processing facility right on permitted domestic land.

This move effectively establishes a highly secure, "mine-to-finished product" domestic pipeline that stops American supply chains from being vulnerable to foreign export restrictions. As the ticker $USAS holds a majority stake in this operation and commands the nation's largest antimony mine at the Galena Complex, its operational success is directly tied to safeguarding U.S. national security and securing critical military stockpiles. The newly released Q1 2026 data shows that this isn't just a plan on paper, as the operation is scaling up at an incredible pace:

• Revenue skyrocketed 187% year-over-year, hitting a record $67.8 million for the quarter.
• Silver production exploded by 76% across operations, bringing in 787,000 ounces.
• Over a full year of zero lost-time accidents was achieved by both core operating teams, proving that rapid infrastructure growth doesn't have to mean compromising worker safety.

By bypassing restrictive foreign offtake terms and keeping processing local, this facility ensures that the U.S. maintains a completely independent grasp on its tech and defense infrastructure. It is a massive win for domestic manufacturing capability and a major step forward in bringing critical resource chains back home.

Trading range this up coming Friday close is High 76.500 and Low of 75.500. Daily pumps upward above these levels will be on Monday and Tuesday to promote sales of Call options on SLV paper silver. The premium markups for those call will result in losses unless day trader mentality is used to make small profits on highs that occur before 10-11 AM EST on Tuesday. Smartest move is Don't Buy Any Calls at all! SLV Call option sales keep the manipulators in profitable business.

https://chartexchange.com/symbol/nyse-slv/optionchain/summary/

Max stress information is in above link. Just look at the data and you can see how most SLV options for each date are OTM (out of the money) It is time that people learn that this SLV stuff is a losing proposition for most traders.