Wheaton Precious Metals jumps 5.2% as investors focus on record 2025 results and a bigger growth pipeline - Quiver Quantitative

Wheaton's 5.2% pop isn't just about their numbers. It's validation of the streaming model when miners are capital-starved. They're getting paid upfront to deliver metal at fixed prices while we're sitting at $4505 gold. That's a beautiful setup for stackers. When streaming companies post records, it means underlying mines are producing. More supply should theoretically pressure prices, but we're not seeing that. Central banks are still buying 800+ tons annually. The disconnect between paper markets and physical demand keeps widening. Wheaton's growth pipeline tells me production is ramping just as East vs West monetary systems diverge. Physical holders win this game.