Silver Goes Parabolic, ASML Confirms the AI Boom, and UnitedHealth Gets Crushed

In this jam-packed news & earnings episode, Simon and Dan break down the Bank of Canada holding rates, the massive uncertainty around U.S. trade policy, and why macro headlines are driving markets more than usual. We also dig into silver’s parabolic run (and why Simon trimmed exposure), plus earnings and updates from ASML, RTX, and UnitedHealth—a perfect example of how political risk can overwhelm fundamentals.

We also tease an extra earnings + news episode next week, and we’re planning to do it live on YouTube for the first time—subscribe so you don’t miss it.

Tickers of Stocks Discussed: ASML, RTX, UNH, INTC, LMT, SLV, ZSL, PSLV

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