The hosts of Fast Money discuss the soaring prices of silver and gold, with silver showing a parabolic rise. They analyze factors such as central bank diversification, geopolitical instability, and retail activity influencing these trends. They also examine NVIDIA's recent $20 billion investment in Grok, debating its implications and the company's overall strategy. Additionally, they delve into the energy sector, highlighting potential breakouts in crude oil and specific stocks like SLB and Targa Resources. The panel also discusses retail, noting the strength of the consumer and the outperformance of companies like Walmart and Costco, while expressing caution about home improvement retailers. Finally, they touch on Bitcoin, with a guest predicting a new all-time high in 2026, and address the impact of Chinese sanctions on defense stocks.
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