<\/p>
A historic crash in silver prices has reignited a sharp debate over bubbles, excess leverage and which asset class could be next to face a brutal correction \u2014 commodities, tech or AI-led stocks.\u00a0<\/p>
Managing Partner and CIO at Compcircle,\u00a0Gurmeet Chadha, warned that after metals and crypto,\u00a0AI and technology stocks could be next in line for a correction, arguing that markets inevitably flush out excesses \u2014 often suddenly. \u201cAfter metals, crypto, the next correction (some price and more time-wise) will be in AI and tech stocks. Markets will always take out excesses in their own way\u2026 when it does, it\u2019s fast and furious,\u201d Chadha wrote.\u00a0<\/p>
His remarks came as\u00a0silver witnessed one of the sharpest collapses in modern commodity market history. On India\u2019s Multi Commodity Exchange (MCX), March silver futures plunged\u00a0\u20b91,07,968 per kg, or 27%, to settle at\u00a0\u20b92,91,925, marking the steepest single-day fall ever recorded for the metal. The crash dragged prices below the \u20b93 lakh mark just a day after silver had surged to an all-time high near \u20b94 lakh per kg.\u00a0<\/p>
Globally, the selloff was even more violent.\u00a0Spot silver crashed as much as 37%, the largest single-day decline on record, while\u00a0COMEX silver futures slumped over 30%, their worst fall since March 1980. Prices collapsed from record highs above\u00a0$120 an ounce earlier in the week to nearly $80\u00a0in one trading session.\u00a0<\/p>
ETFs wiped out as leverage unwinds\u00a0<\/strong><\/p> The rout spilled into silver-linked exchange traded funds (ETFs), where leverage magnified losses. In the US, the\u00a0ProShares Ultra Silver ETF plunged nearly 60%, while the\u00a0iShares Silver Trust ETF fell 29%, both suffering their worst day on record.\u00a0<\/p> Market participants described the move as a classic\u00a0\u201cliquidity wipeout\u201d, driven by a toxic mix of macro shocks, excessive speculative positioning and technical exhaustion after a parabolic rally.\u00a0<\/p> Tech bubble claim draws pushback\u00a0<\/strong><\/p> Chadha\u2019s comparison between metals and technology stocks, however, drew strong criticism from\u00a0Akshat Shrivastava, entrepreneur and Founder of Wisdom Hatch, who rejected the idea that US tech and AI are in bubble territory.\u00a0<\/p> Shrivastava argued that\u00a0earnings growth and valuations in global tech remain fundamentally strong, noting that US tech earnings are expected to grow at around\u00a015% CAGR in dollar terms, translating to nearly\u00a019-20% growth in rupee terms\u00a0\u2014 a pace that even Indian small-cap stocks struggle to match. He also pointed out that\u00a0mega-cap firms such as Meta, Amazon and Microsoft are already down over 20% from their peaks\u00a0and are trading close to their\u00a0historical average price-to-earnings multiples.\u00a0<\/p> Shrivastava stressed that the\u00a0next wave of innovation \u2014 including robotics, autonomous vehicles and real-world AI applications \u2014 is still in its early stages, warning that investors could struggle to chase rallies once physical adoption accelerates. While acknowledging that tech stocks can and will see pullbacks, he called broad \u201cbubble\u201d comparisons with metals\u00a0lazy and misleading.<\/p> <\/div> Silver price crash, MCX silver fall, global silver collapse, silver ETF crash, COMEX silver plunge, Gurmeet Chadha tech bubble, AI stock correction, Akshat Shrivastava tech defence, US tech valuations, AI investment debate, commodity leverage wipeout\u00a0#Fast #Furious #Silver039s #historic #meltdown #fuels #debate #market #casualty1769855926<\/p> ","protected":false},"excerpt":{"rendered":" A historic crash in silver prices has reignited a sharp debate over bubbles, excess leverage and which asset class could be next to face a brutal correction \u2014 commodities, tech or AI-led stocks.\u00a0 Managing Partner and CIO at Compcircle,\u00a0Gurmeet Chadha, warned that after metals and crypto,\u00a0AI and technology stocks could be next in line for […]<\/p>\n","protected":false},"author":1,"featured_media":2559,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[7596,7593,7594,7602,7591,7597,182,2719,7601,7598,7589,7592,5106,1724,7588,7600,7590,7328,7599,7595],"class_list":["post-2558","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-content-marketing","tag-ai-investment-debate","tag-ai-stock-correction","tag-akshat-shrivastava-tech-defence","tag-casualty","tag-comex-silver-plunge","tag-commodity-leverage-wipeout","tag-debate","tag-fast","tag-fuels","tag-furious","tag-global-silver-collapse","tag-gurmeet-chadha-tech-bubble","tag-historic","tag-market","tag-mcx-silver-fall","tag-meltdown","tag-silver-etf-crash","tag-silver-price-crash","tag-silver039s","tag-us-tech-valuations"],"acf":[],"_links":{"self":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts\/2558","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2558"}],"version-history":[{"count":0,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts\/2558\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/media\/2559"}],"wp:attachment":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2558"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2558"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2558"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}