2 Stocks I’d Add to the Shopping Cart for the Agentic Commerce Revolution

Poland is becoming harder for investors to ignore. As companies across Europe rethink supply chains, manufacturing footprints and logistics strategy, Poland is emerging as one of the region’s most important markets for long term industrial and infrastructure exposure.

With the recent volatility in silver prices weighing on the near-term prospects of the Zacks Mining – Silver industry, stocks like PAAS and AG will likely gain from solid growth projects.

Silver has broken out of a decade-long channel, surging from $35 to $120 in six months, yet silver miners have lagged the metal’s performance. Despite FCF margins near 50% for silver miners at current prices, investor skepticism about the sustainability of high silver prices has kept valuations depressed. I like to focus on producers, near-term producers, and late-stage developers with scalable production potential, advocating broad, low-allocation exposure to mitigate mining-specific risks.