Now Is the Time to Sell Amazon

Silver Market Insights - Silver has recently reached a price of $39.06 per ounce, marking a 20% increase since early May, while gold has only increased by less than 5% during the same period [2] - The gold-to-silver ratio, which averaged around 60:1 from 2000 to 2020, is currently at 86 and falling, indicating a bullish outlook for silver [4][3] - The global silver market is experiencing a deficit of approximately 117 million ounces in 2024, continuing a trend of undersupply for five consecutive years [7] - Silver's role in the clean energy transition, particularly in solar panel production and electrification, is driving demand, while its price remains historically low [8] - Technically, silver has achieved a 14-year high with strong trading volume, suggesting potential for further gains towards the 2012 peak of $48, representing a 23% increase from current levels [9] The Metals Company (TMC) - TMC has seen a significant stock increase of 268% in less than two months, driven by its focus on polymetallic nodules rich in critical metals essential for clean energy [12][14] - TMC benefits from government backing and has a first-mover advantage with its fully filed ISA exploitation application and U.S. permit request [15] - The strategic investment of $85.2 million from Korea Zinc Co. enhances TMC's operational capabilities and reduces risks associated with downstream operations [18] Amazon's Market Position - Amazon is facing challenges due to its reliance on Chinese goods, with up to 70% of its products sourced from China, making it vulnerable to tariffs [23] - The cloud service division of Amazon has missed analyst expectations for three consecutive quarters, prompting significant capital investment from CEO Jeff Bezos [24] - A recommendation has been made to sell Amazon and consider investing in a lesser-known online retailer projected to be significantly more profitable by 2027 [25]