Market's obsessed with Nvidia while gold is up 70% and silver nearly doubled this year.

I m going to sound like a boomer saying this but while i have been watching nvidia earnings and arguing about whether AMD is a buy, gold hit $4,500 an ounce this year which is up roughly 70% in 12 months. Silver is also up somewhere around 96% year to date which is not small.

the boring stuff killed it this year and like lapped it, S&P up 9ish% for the year,Jp. morgan has a year end target of $6,000 an ounce on gold.

Silver's story is actually more interesting bcoz about 60% of silver demand is industrial . The same ai buildout everyone's buying nvidia for is draining silver supply and global demand has outpaced mine supply for five straight years and u cant just spin up a silver mine because prices went up, it takes years. London spot inventories got drained because the us stockpiled aggressively after silver hit the critical minerals list and the supply side is broken in a way that doesnt fix itself quickly.

Theres access problem for a lot of people especially outside the US of getting into gold and silver without buying physical or hunting for mining ETFs is a diff headache. I am thinkin of going in rn through bitpanda or trade republic here and m seriously considering add a metals position instead of just thinking about it.

Nonfarm payrolls is tomorrow and Fed chair warsh spoke last week so if the jobs number comes in weak thats more rate cut pressure, which historically is fuel for metals.

Am I the only one who completely missed this trade or is metals exposure just unpopular on [r/stocks](https://www.reddit.com/r/stocks/) ?