Martin Rogers 🇦🇺
@martinfrogers • 3,267 subscribers
Technology optimist. Venture Capitalist, engineer, scientist. Backing founders building remarkable businesses. It’s all here & now.✌️Follow for cool tweets.
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Biggest business winner in 2026 Chamath Palihapitiya predicted that copper would be the best-performing asset. He described it as set to go “absolutely parabolic” due to a severe global supply-demand imbalance. Key drivers he highlighted include surging demand from: • AI data centers • Electrification (e.g., EVs and renewable energy infrastructure) • Weapons/military applications Chamath emphasised copper’s role as the most useful, cheap, and conductive material available, making it essential “everywhere, everywhere, everywhere.” He noted that current trends point to a potential ~70% global supply shortfall by 2040 if things continue on the present path. Best exposure to Copper: $RIO $BHP $CBE $TKO
Martin Rogers 🇦🇺11,858 просмотров • 5 месяцев назад
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