Four years ago Peter Krauth was telling people silver was cheap at $18 and headed to $50. Nobody wanted to talk to him. Then it happened. His thesis was not complicated: five consecutive years of structural supply deficits, inventories on futures exchanges quietly drawing down, and industrial demand eating an ever-growing share of what was being mined. Five years ago half of silver went to industry. Last year it was 67%. Solar alone accounts for 20% of all silver consumed. AI data centers are adding more. Peter walks through where inventories stand now, what conditions could push silver toward $300, and the part most metals investors never talk about: when to actually take profits. Helpful links: tastylive: tastylive.com Get Tom's pre-market analysis every morning: tastylive.com/newsletters FREE Options Strategy Guide: tinyurl.com/bp9ms763 Follow tastylive on X: x.com/tastyliveshow 00:00 Why Silver Is Holding Up Better Than Gold 01:05 30-Year Yields at ...