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More millionaires will be made in mining and commodities over the next 5 years than in AI. I know that sounds wild. Hear me out. AI runs on copper, nickel, lithium, uranium. Every datacenter, every robot, every EV. The catch: we haven't sanctioned a major copper mine in over... show more

Terry Lynch

7,991 subscribers

231,063 次观看 • 4 个月前 •via X (Twitter)

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35 条评论

Richard Vernon 的头像

Richard Vernon4 个月前

"AI runs on copper, nickel, lithium, uranium. Every datacenter, every robot, every EV." You missed out #Silver.

Tim Titan 的头像

Tim Titan4 个月前

What makes it interesting is that most investors still think of mining as a slow, old economy business. If AI keeps pushing demand for copper, uranium, and other inputs higher, there could be a second wave where investors finally realize there isn't a technology story without the materials underneath it.

Retail Muppet 的头像

Retail Muppet4 个月前

@SloCan68 the dollar value of AI is much higher than the infrastructure. more millionaires will be minted from AI than mining

vjtweet 的头像

vjtweet4 个月前

$HBM $FCX $SCCO $ERO all looks fantastic buy setups here btw.

onesmallhand 的头像

onesmallhand4 个月前

@uraniuminsider tech companies are pulling back from from AI, as the current costs are far too high. If we get a pull back from AI, due to costs, how does the commodity thesis change? In the long run, I agree with the commodity bull market, but i see a lot of volatility from here to there.

MBAeconomics 的头像

MBAeconomics4 个月前

We are selling the shovels!

Lioness 的头像

Lioness4 个月前

@Dan_McComb You better follow me back Terry… I’m the other Terri in the business. 😉 👱‍♀️

Sixfire🇮🇳 的头像

Sixfire🇮🇳4 个月前

@ApollosChariot7 @nishkumar1977 check this out, sensei!

Raging Buffalo 的头像

Raging Buffalo4 个月前

Music to my ears! The world is going to need an enormous amount of resources to build the AI and electrification revolution. What excites me most is that many mainstream analyst projections are still focused on traditional demand drivers while largely ignoring several emerging sectors. AI datacenters, robotics, drones, VTOLs, autonomous vehicles, space exploration, advanced manufacturing, heavy/commercial trucking/shipping and grid-scale energy storage all have the potential to become significant demand drivers over the next decade. We could eventually even see larger aircraft become electrified.

Anna 的头像

Anna4 个月前

💯🎯🙌

Derrick Dao 的头像

Derrick Dao4 个月前

This is structurally correct and the timing argument is stronger than most people realise. The constraint isn't just that no major copper mine has been sanctioned in over a decade — it's that mine development is the longest-cycle business in industrial history. A copper project permitted today doesn't pour first concentrate until 2033-2035. AI companies can ship product in 18 months. The wealth creation opportunity comes precisely from that 10-12 year mine-to-market lag colliding with a demand curve that AI, EVs, and grid electrification are bending upward simultaneously.

AIMaster 的头像

AIMaster4 个月前

I recommend taking a look at this company. A huge arbitration win and a major discovery in Germany:

AussieF.au 的头像

AussieF.au4 个月前

Love this take, spot on. As an Aussie I’ve seen how much our mining sector underpins everything, the demand story is real. Keen to hear which projects or regions you reckon will deliver?

Stuart Burgess 的头像

Stuart Burgess4 个月前

We are ready!

Eternal Fatherhood 的头像

Eternal Fatherhood4 个月前

For sure. The run the market is about to make is gonna make the .com bubble look very small.

Alexandre Forget 的头像

Alexandre Forget4 个月前

Humanoids will have similar amount of copper than a washing machine. chips and camera will soon be similar to a smartphone. battery: a bit more 1/40-1/100 of an ev. EV, datacenters, grid, solar will need more.

MacroStrategy Partnership 的头像

MacroStrategy Partnership4 个月前

The world is bananas about “tech” and has forgotten that you need a lot of minerals and energy to power things along…resources will outperform technology

Thomas Corey 的头像

Thomas Corey4 个月前

@grok what ETFs best match this as an investment play

Jerry L 的头像

Jerry L4 个月前

AI needs everything except people

Trumpty Dumpty 的头像

Trumpty Dumpty4 个月前

Or the AI expansion just slows down to a nothing burger and it was all over hyped. Convincing yourself you're right is the easiest thing in the world, especially if you're an investor.

Disconnector 的头像

Disconnector4 个月前

@ApollosChariot7 well u forgot silver

Bud Leiser 的头像

Bud Leiser4 个月前

@grok list every major copper discovery of the last decade. Then list every major copper mine going into production then every copper developer going into PFS in the next 5 years.

Ian Berry 的头像

Ian Berry4 个月前

"picks-and-shovels". The people that made the most money in the gold rush were selling shovels, not digging gold.

Derrick Dao 的头像

Derrick Dao4 个月前

Not wild at all. Chile copper is at a 23-year production low. China controls 93% of HPMSM -- high-purity manganese sulfate used in EV cathodes -- with no Western alternative at scale. The last time commodities were this underinvested relative to demand, the decade-long super cycle followed.

martelsdeplorables 的头像

martelsdeplorables4 个月前

@camelfinance 👀 stocks pivot to commodities. 🤔

Not Without Incident 的头像

Not Without Incident4 个月前

15 years is a myth, ive invested in countless companies that have done it in 5, could be cut to 2 if funding was granted and red tape was rolled back

ParHur 的头像

ParHur4 个月前

With the high cost of mining and country hording. Is their an investment case for publicly traded scrap or recycling companies. People bring you the iron, steel and copper just a thought

Daniel 的头像

Daniel4 个月前

AI is worse then CDOsquared

JB 的头像

JB4 个月前

Uranium and all things nuclear 🙌

psiphi🦉 的头像

psiphi🦉4 个月前

Generally the more refined the product and value add the larger the profit margins. The bottleneck do matter enormously when demand is through the roof but substitutions occur eg fiber optics replace much copper, graphene reducing critical mineral inputs.

REDEMPTION Golf 的头像

REDEMPTION Golf4 个月前

@HydroGraphInc has a solution. 💪 @BambroughKevin

Paul Silver 的头像

Paul Silver4 个月前

yeah, not on silver. noooooo

Alexander Anleger 的头像

Alexander Anleger4 个月前

Uranium and copper are the real AI backbone. Reminds me why UAE's Barakah move was so smart. Clear rules, real returns. Are you ready? 🇦🇪⚡️💼 #InvestSmart

Слав 的头像

Слав4 个月前

A true bull market creates millionaires. Be thankful for the opportunity and take advantage of it.

Coattail Discount Trading 的头像

Coattail Discount Trading4 个月前

What's the play here? $MP ?

相关视频

Mining will create more millionaires than AI over the next decade. Yet everyone is chasing chips and software. Here's why the real money is in what powers all of it: The world is obsessed with AI. Every portfolio, every headline, every allocation decision points in the same direction. But here's what most investors are missing. AI runs on infrastructure. Infrastructure runs on metals. Copper, nickel, palladium, platinum. The physical materials that make electrification, data centres, and energy grids possible. Supply is constrained. From discovery to production, the average mine takes around 18 years. And demand is growing faster than at any point in the last 30 years. This is the setup for a commodity supercycle. And historically, supercycles are where generational wealth gets built in the resource sector. Power Metallic sits at the centre of this thesis. A zoned polymetallic system with copper, nickel, and PGEs. Only a handful of comparable systems exist on the planet. Well funded with C$50 million raised and 100,000 metres of drilling through 2026. While everyone fights over the next AI stock, the real asymmetric opportunity might be sitting underground in Quebec. Full conversation: $PNPN $PNPNF

Mining will create more millionaires than AI over the next decade. Yet everyone is chasing chips and software. Here's why the real money is in what powers all of it: The world is obsessed with AI. Every portfolio, every headline, every allocation decision points in the same direction. But here's what most investors are missing. AI runs on infrastructure. Infrastructure runs on metals. Copper, nickel, palladium, platinum. The physical materials that make electrification, data centres, and energy grids possible. Supply is constrained. From discovery to production, the average mine takes around 18 years. And demand is growing faster than at any point in the last 30 years. This is the setup for a commodity supercycle. And historically, supercycles are where generational wealth gets built in the resource sector. Power Metallic sits at the centre of this thesis. A zoned polymetallic system with copper, nickel, and PGEs. Only a handful of comparable systems exist on the planet. Well funded with C$50 million raised and 100,000 metres of drilling through 2026. While everyone fights over the next AI stock, the real asymmetric opportunity might be sitting underground in Quebec. Full conversation: $PNPN $PNPNF

Terry Lynch

35,823 次观看 • 4 个月前

🚨 NOBODY IS WATCHING THE BEST SETUP IN THE MARKET RIGHT NOW Look at these two charts side by side. Gold is rolling over, down more than 20% from its high. Copper ripping, up 22%. That's not a coincidence, that's a rotation. And the tell is the copper/gold ratio. It just broke its downtrend for the first time all year and pushed to a 10-month high. Over the last three months, copper is up 14% while gold is down 17%. Capital is quietly moving from the fear trade into the growth trade. Here's why copper is set up to run for years, not months: → The grids are ancient. Goldman notes Europe's power grids average 50 years old and the US 40, both near the end of life. Modernizing them means massive, sustained copper demand. → Supply is drying up. New copper discoveries have collapsed since 2018, while demand stays structurally high. Less supply, more demand - that's the cleanest bull setup there is. → AI needs it. Every data center, every chip, every piece of AI hardware runs on copper. The AI buildout isn't just a chip story, it's a metals story underneath. And zoom out: copper has been in a long-term uptrend since 2011. The base is built. The catalysts are stacking. The hype hasn't even started yet. Gold had its run. The rotation is already underway. Copper is where the next one is setting up. Turn notifications on. I'll post the move before it's obvious.

🚨 NOBODY IS WATCHING THE BEST SETUP IN THE MARKET RIGHT NOW Look at these two charts side by side. Gold is rolling over, down more than 20% from its high. Copper ripping, up 22%. That's not a coincidence, that's a rotation. And the tell is the copper/gold ratio. It just broke its downtrend for the first time all year and pushed to a 10-month high. Over the last three months, copper is up 14% while gold is down 17%. Capital is quietly moving from the fear trade into the growth trade. Here's why copper is set up to run for years, not months: → The grids are ancient. Goldman notes Europe's power grids average 50 years old and the US 40, both near the end of life. Modernizing them means massive, sustained copper demand. → Supply is drying up. New copper discoveries have collapsed since 2018, while demand stays structurally high. Less supply, more demand - that's the cleanest bull setup there is. → AI needs it. Every data center, every chip, every piece of AI hardware runs on copper. The AI buildout isn't just a chip story, it's a metals story underneath. And zoom out: copper has been in a long-term uptrend since 2011. The base is built. The catalysts are stacking. The hype hasn't even started yet. Gold had its run. The rotation is already underway. Copper is where the next one is setting up. Turn notifications on. I'll post the move before it's obvious.

Qmo

169,631 次观看 • 1 个月前

Mining investing billionaire, Frank Giustra: "That is going to take us putting 6 large tier 1 copper deposits into production every year until 2050, to just maintain the baseline demand at 3% gdp growth. That's without the data centres... " We haven't even put 6 large tier 1 copper deposits into production in the last 5 years, let alone every year for the next 24 years.

Mining investing billionaire, Frank Giustra: "That is going to take us putting 6 large tier 1 copper deposits into production every year until 2050, to just maintain the baseline demand at 3% gdp growth. That's without the data centres... " We haven't even put 6 large tier 1 copper deposits into production in the last 5 years, let alone every year for the next 24 years.

TheGladiator

30,698 次观看 • 7 个月前

While gold dominates the headlines, our largest shareholder, Frank Giustra, believes one of the biggest investment opportunities may be unfolding in copper. After 45 years financing and building mining companies, Frank argues the world is facing a structural copper supply deficit. In his latest interview with Kitco NEWS, Frank discusses: - Why copper demand continues to accelerate - The supply gap the market still isn’t pricing in - How AI and data centres are becoming major copper consumers - The long-term implications for copper producers and developers - Why critical minerals are becoming increasingly strategic For investors focused on the next major commodity cycle, this is an interview worth watching: $CGNT.V $LBCMF

While gold dominates the headlines, our largest shareholder, Frank Giustra, believes one of the biggest investment opportunities may be unfolding in copper. After 45 years financing and building mining companies, Frank argues the world is facing a structural copper supply deficit. In his latest interview with Kitco NEWS, Frank discusses: - Why copper demand continues to accelerate - The supply gap the market still isn’t pricing in - How AI and data centres are becoming major copper consumers - The long-term implications for copper producers and developers - Why critical minerals are becoming increasingly strategic For investors focused on the next major commodity cycle, this is an interview worth watching: $CGNT.V $LBCMF

Copper Giant

13,234 次观看 • 3 个月前

Rick Rule: There is nothing we can do to prevent copper prices to rise over the next five years. - The industry needs to invest ~$250B just to maintain current production. - Current production is already failing to meet demand. - The industry is investing only ~$150B. In other words, the copper industry isn't even investing enough to maintain today's supply... while demand continues to grow 2–3% annually. It's projected that by 2040: - the world needs an additional 14Mt of annual copper supply - ~50% more than today’s output - projected deficits alone approach ~10Mt To put that into perspective: - Humanity has mined ~700 Mt of copper in total history - Over the next 14 years, we must mine ~525Mt more - That's equivalent of adding 10 of the world biggest copper mine Higher copper prices are a mathematical certainty

Rick Rule: There is nothing we can do to prevent copper prices to rise over the next five years. - The industry needs to invest ~$250B just to maintain current production. - Current production is already failing to meet demand. - The industry is investing only ~$150B. In other words, the copper industry isn't even investing enough to maintain today's supply... while demand continues to grow 2–3% annually. It's projected that by 2040: - the world needs an additional 14Mt of annual copper supply - ~50% more than today’s output - projected deficits alone approach ~10Mt To put that into perspective: - Humanity has mined ~700 Mt of copper in total history - Over the next 14 years, we must mine ~525Mt more - That's equivalent of adding 10 of the world biggest copper mine Higher copper prices are a mathematical certainty

Lukas Ekwueme

89,103 次观看 • 17 天前

Robert Friedland: If you think we have enough copper you’re dreaming - In human history, we have mined ~700 Mt of copper - In the next 18 yrs, we need to mine the same amount as in the last 10k yrs - And that’s without factoring in renewables, data centers or wars We have all these fancy ideas: renewables, data centers, and EVs… just electrify everything and assume copper will be available. The reality? We haven’t invested in copper for >10 years, meanwhile it is getting harder and harder to find and mine copper. - Since 1900, energy required to produce copper is up 16x - Water consumption is up 2x - Mines are deeper and smaller - Grades are declining We now need more resources to produce the same amount of copper. - 6 Tier-1 copper mines must come online every year for the next 24 yrs - The last major copper mine came online in 2021 - Major copper discoveries are down ~80% over the past 2 decades That’s a long way of saying copper prices must rise to incentivize new production.

Robert Friedland: If you think we have enough copper you’re dreaming - In human history, we have mined ~700 Mt of copper - In the next 18 yrs, we need to mine the same amount as in the last 10k yrs - And that’s without factoring in renewables, data centers or wars We have all these fancy ideas: renewables, data centers, and EVs… just electrify everything and assume copper will be available. The reality? We haven’t invested in copper for >10 years, meanwhile it is getting harder and harder to find and mine copper. - Since 1900, energy required to produce copper is up 16x - Water consumption is up 2x - Mines are deeper and smaller - Grades are declining We now need more resources to produce the same amount of copper. - 6 Tier-1 copper mines must come online every year for the next 24 yrs - The last major copper mine came online in 2021 - Major copper discoveries are down ~80% over the past 2 decades That’s a long way of saying copper prices must rise to incentivize new production.

Lukas Ekwueme

106,030 次观看 • 5 个月前

Rick Rule: There is nothing we can do to prevent copper prices to rise over the next five years. - The industry needs to invest ~$250B just to maintain current production. - Current production is already failing to meet demand. - The industry is investing only ~$150B. In other words, the copper industry isn't even investing enough to maintain today's supply... while demand continues to grow 2–3% annually. It's projected that by 2040: - the world needs an additional 14Mt of annual copper supply - ~50% more than today’s output - projected deficits alone approach ~10Mt To put that into perspective: - Humanity has mined ~700 Mt of copper in total history - Over the next 14 years, we must mine ~525Mt more - That's equivalent of adding 10 of the world biggest copper mine Higher copper prices are a mathematical certainty If you enjoyed this post, follow me for more.

Rick Rule: There is nothing we can do to prevent copper prices to rise over the next five years. - The industry needs to invest ~$250B just to maintain current production. - Current production is already failing to meet demand. - The industry is investing only ~$150B. In other words, the copper industry isn't even investing enough to maintain today's supply... while demand continues to grow 2–3% annually. It's projected that by 2040: - the world needs an additional 14Mt of annual copper supply - ~50% more than today’s output - projected deficits alone approach ~10Mt To put that into perspective: - Humanity has mined ~700 Mt of copper in total history - Over the next 14 years, we must mine ~525Mt more - That's equivalent of adding 10 of the world biggest copper mine Higher copper prices are a mathematical certainty If you enjoyed this post, follow me for more.

Lukas Ekwueme

44,173 次观看 • 3 个月前

🚨 DeepMind CEO Demis Hassabis on discovery with AI We are on the brink of a "new golden era of discovery" pushed by science and exponential advancements in AI. In the coming years, we will see significant progress that will create almost limitless opportunities for innovation.

🚨 DeepMind CEO Demis Hassabis on discovery with AI We are on the brink of a "new golden era of discovery" pushed by science and exponential advancements in AI. In the coming years, we will see significant progress that will create almost limitless opportunities for innovation.

Haider.

12,708 次观看 • 1 年前

$Ivanhoe Mines just released an update on the their massive Western Forelands copper exploration project. The Western Forelands discoveries continue to grow explosively… confirming the area as the most important sedimentary-hosted copper basin on our planet… One might struggle to find a larger copper system that has been discovered in the past 30 years. Ivanhoe’s world-leading geologists have so far found over 55 million tonnes of copper in the basin… and they are confident they will continue to find additional world-class copper systems there for generations to come. Today’s interim update shows that the size of the Makoko District discovery within the Western Forelands continues to grow, firmly ranking Makoko by far as the world’s largest and the highest-grade new copper discovery of the past decade… in an era when the desperate cries for new sources of copper are getting louder and fewer copper discoveries are being made. As the copper resource expands…so does our excitement and confidence. We plan to intensify our efforts this year by, yet again, increasing the size of the in-fill and step-out drilling program. Our subsequent Mineral Resource update will include both additional metres and the projected 60,000 metres of drilling from this year’s drill program that were not included in today’s update. Our track record of copper discovery in the Western Forelands is unrivaled… We are discovering copper at an absurdly high discovery rate of 100 million pounds of contained copper for every 1,000 metres drilled… and at an exceptionally low discovery cost of a fraction of a penny per pound of high-grade copper discovered. Our ability to find high-grade copper systems at such low cost is the very definition of creating shareholder value. We plan for scoping study work to commence soon, which will include mining some of the highest-grade, open pit copper mines in the world. Ivanhoe Mines Watch the video visualizing the 2026 Mineral Resource update...$

Ivanhoe Mines just released an update on the their massive Western Forelands copper exploration project. The Western Forelands discoveries continue to grow explosively… confirming the area as the most important sedimentary-hosted copper basin on our planet… One might struggle to find a larger copper system that has been discovered in the past 30 years. Ivanhoe’s world-leading geologists have so far found over 55 million tonnes of copper in the basin… and they are confident they will continue to find additional world-class copper systems there for generations to come. Today’s interim update shows that the size of the Makoko District discovery within the Western Forelands continues to grow, firmly ranking Makoko by far as the world’s largest and the highest-grade new copper discovery of the past decade… in an era when the desperate cries for new sources of copper are getting louder and fewer copper discoveries are being made. As the copper resource expands…so does our excitement and confidence. We plan to intensify our efforts this year by, yet again, increasing the size of the in-fill and step-out drilling program. Our subsequent Mineral Resource update will include both additional metres and the projected 60,000 metres of drilling from this year’s drill program that were not included in today’s update. Our track record of copper discovery in the Western Forelands is unrivaled… We are discovering copper at an absurdly high discovery rate of 100 million pounds of contained copper for every 1,000 metres drilled… and at an exceptionally low discovery cost of a fraction of a penny per pound of high-grade copper discovered. Our ability to find high-grade copper systems at such low cost is the very definition of creating shareholder value. We plan for scoping study work to commence soon, which will include mining some of the highest-grade, open pit copper mines in the world. Ivanhoe Mines Watch the video visualizing the 2026 Mineral Resource update...

Robert Friedland

100,656 次观看 • 1 个月前

Robert Friedland on the masive copper shortage to meet future grid, clean energy and AI demand: “We’re consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth — with no [further] electrification — we have to mine the same amount of copper in the next 18 years as we mined in the last 10,000 years, combined. In the next 18 years, I’ve got to mine the same amount of copper as we mined the last 10,000 years. [This is without any new] electrification, without data centers, without solar and wind and the greening of the world economy. You people have no idea whatsoever what we’re facing.”

Robert Friedland on the masive copper shortage to meet future grid, clean energy and AI demand: “We’re consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth — with no [further] electrification — we have to mine the same amount of copper in the next 18 years as we mined in the last 10,000 years, combined. In the next 18 years, I’ve got to mine the same amount of copper as we mined the last 10,000 years. [This is without any new] electrification, without data centers, without solar and wind and the greening of the world economy. You people have no idea whatsoever what we’re facing.”

Trung Phan

1,029,260 次观看 • 8 个月前

This company just took news headlines by storm - Jacob Amsterdam just joined its Advisory Board. WHY? Copper recently traded above $14,000 per ton, near historic highs, as demand from AI infrastructure continues accelerating. Just one electric vehicle can use more than 80 kilograms of copper. Some estimates suggest a single large-scale AI data center can require up to 50,000 tons of copper across power systems, transformers, cooling infrastructure, wiring, and grid connections. AI data centers, robots, military systems, renewable energy, and EV production are all increasing global copper demand at the same time. Entire countries are upgrading electrical infrastructure simultaneously. And while demand rises, new copper mines can take more than a decade to develop. That is where NovaRed Mining enters the story. Its Wilmac Copper-Gold Project spans nearly three times the size of Manhattan across prospective copper-gold terrain in British Columbia. As the global race for copper intensifies, companies connected to future copper supply are attracting increasing investor attention. Always do your own research. This is not financial advice.

This company just took news headlines by storm - Jacob Amsterdam just joined its Advisory Board. WHY? Copper recently traded above $14,000 per ton, near historic highs, as demand from AI infrastructure continues accelerating. Just one electric vehicle can use more than 80 kilograms of copper. Some estimates suggest a single large-scale AI data center can require up to 50,000 tons of copper across power systems, transformers, cooling infrastructure, wiring, and grid connections. AI data centers, robots, military systems, renewable energy, and EV production are all increasing global copper demand at the same time. Entire countries are upgrading electrical infrastructure simultaneously. And while demand rises, new copper mines can take more than a decade to develop. That is where NovaRed Mining enters the story. Its Wilmac Copper-Gold Project spans nearly three times the size of Manhattan across prospective copper-gold terrain in British Columbia. As the global race for copper intensifies, companies connected to future copper supply are attracting increasing investor attention. Always do your own research. This is not financial advice.

Victor Renard

68,649,685 次观看 • 4 个月前

$MU is the only company right now fully positioned for the memory centric AI cycle. This will, without question, be one of the largest markets over the next 5 years high bandwidth memory, advanced packaging, and AI server demand are structurally exploding. And the market still hasn’t fully priced this in. $DELL is simultaneously capturing the AI infrastructure build out from servers to enterprise deployment with multi year visibility and backlog strength that most investors are still underestimating. I’ll be going down a rabbit hole on both MU and DELL this long weekend.

$MU is the only company right now fully positioned for the memory centric AI cycle. This will, without question, be one of the largest markets over the next 5 years high bandwidth memory, advanced packaging, and AI server demand are structurally exploding. And the market still hasn’t fully priced this in. $DELL is simultaneously capturing the AI infrastructure build out from servers to enterprise deployment with multi year visibility and backlog strength that most investors are still underestimating. I’ll be going down a rabbit hole on both MU and DELL this long weekend.

Bill Brooklyn

23,185 次观看 • 1 个月前

CEO & CTO of Impulse Space Impulse Space Tom Mueller Tom Mueller says the Moon is "more important than Mars" in the near term: "Jared Isaacman said we're going to build a base on the Moon and stay there." "People are predicting we'll run out of copper in the next few years. Data centers require so much copper." "We need to start getting copper from the Moon or from the asteroids. There's an almost infinite supply in our solar system of material—enough to supply us for thousands of years." "We just gotta get ready to go get it."

CEO & CTO of Impulse Space Impulse Space Tom Mueller Tom Mueller says the Moon is "more important than Mars" in the near term: "Jared Isaacman said we're going to build a base on the Moon and stay there." "People are predicting we'll run out of copper in the next few years. Data centers require so much copper." "We need to start getting copper from the Moon or from the asteroids. There's an almost infinite supply in our solar system of material—enough to supply us for thousands of years." "We just gotta get ready to go get it."

Molly O’Shea

40,572 次观看 • 4 个月前

With global nickel demand surging, now is the moment for Canada to build on over 140 years of nickel-mining legacy in Northern Ontario — and bring greater reliability and sustainability to the global commodities market for our allies. That’s why the Crawford Nickel Project is now with the Major Projects Office: to move faster, get shovels in the ground sooner, unlock jobs and Indigenous equity opportunities, and raise the bar for clean, responsible mining. This is how we build Canada strong — not by cutting corners, but by ensuring the way we develop our resources reflects what makes us proud to be Canadian 🇨🇦

With global nickel demand surging, now is the moment for Canada to build on over 140 years of nickel-mining legacy in Northern Ontario — and bring greater reliability and sustainability to the global commodities market for our allies. That’s why the Crawford Nickel Project is now with the Major Projects Office: to move faster, get shovels in the ground sooner, unlock jobs and Indigenous equity opportunities, and raise the bar for clean, responsible mining. This is how we build Canada strong — not by cutting corners, but by ensuring the way we develop our resources reflects what makes us proud to be Canadian 🇨🇦

Tim Hodgson

14,011 次观看 • 11 个月前

Tech is moving beyond chips. A record-scale offering just showed how much capital is chasing the tech buildout. For traders, the next question is simple: Where does capital rotate next? Critical materials for fast development! The common thread is copper. AI needs compute. Compute needs power. Power needs copper. Space needs copper! That makes upstream copper exposure a serious watchlist theme. NovaRed Mining Inc. NRED offers exposure to copper-gold exploration tied to the AI infrastructure cycle. Its Wilmac Project in British Columbia spans approximately 39,700 acres, nearly three times the size of Manhattan. NovaRed is also developing MetalCore, an AI-driven exploration platform designed to improve target ranking and exploration decisions. The setup: AI capex accelerating. Copper demand rising. New discoveries scarce. Exploration names can move fast. Add NovaRed Mining to your watchlist. The AI era will not be built in the cloud alone. It starts in the ground. DYOR !

Tech is moving beyond chips. A record-scale offering just showed how much capital is chasing the tech buildout. For traders, the next question is simple: Where does capital rotate next? Critical materials for fast development! The common thread is copper. AI needs compute. Compute needs power. Power needs copper. Space needs copper! That makes upstream copper exposure a serious watchlist theme. NovaRed Mining Inc. NRED offers exposure to copper-gold exploration tied to the AI infrastructure cycle. Its Wilmac Project in British Columbia spans approximately 39,700 acres, nearly three times the size of Manhattan. NovaRed is also developing MetalCore, an AI-driven exploration platform designed to improve target ranking and exploration decisions. The setup: AI capex accelerating. Copper demand rising. New discoveries scarce. Exploration names can move fast. Add NovaRed Mining to your watchlist. The AI era will not be built in the cloud alone. It starts in the ground. DYOR !

Victor Renard

27,827,225 次观看 • 4 个月前

Copper stocks are going to go crazy in the coming years. Good Copper Juniors are going to 10X easily. S&P Global Vice Chairman Daniel Yergin: "We'll need 50% more copper than we have today." Honestly, you don't need to be a genius to work out that without a lot more Copper, we can't have things like AI, Autonomous Vehicles, Rockets or Robotics. If you're bullish these sectors you must be bullish Copper.

Copper stocks are going to go crazy in the coming years. Good Copper Juniors are going to 10X easily. S&P Global Vice Chairman Daniel Yergin: "We'll need 50% more copper than we have today." Honestly, you don't need to be a genius to work out that without a lot more Copper, we can't have things like AI, Autonomous Vehicles, Rockets or Robotics. If you're bullish these sectors you must be bullish Copper.

TheGladiator

133,430 次观看 • 7 个月前

Elon Musk explains why he thinks the phone, apps and operating systems are headed for extinction within 5-6 years, and how it plays out: "We're not going to have a phone in the traditional sense. What we call a phone will really be an edge node for AI inference, for AI video inference" "There won't be operating systems. There won't be apps in the future. It'll just be a device that is there for the screen and audio" "You'll get everything through AI. Whatever you can think of, or really whatever the AI can anticipate you might want, it'll show you" "Most of what people consume in 5 or 6 years, maybe sooner than that, will be AI-generated content. Music, videos" "There are people who have made AI videos using Grok Imagine that are several minutes long, 10 or 15 minutes, and it's pretty coherent" "The phone will just display the pixels and make the sounds that it anticipates you would most like to receive" Interested in AI? Follow AI Evolution and never fall behind. I track ChatGPT, Claude, and every tool quietly changing how we work and create, then hand you the tested signals.

Elon Musk explains why he thinks the phone, apps and operating systems are headed for extinction within 5-6 years, and how it plays out: "We're not going to have a phone in the traditional sense. What we call a phone will really be an edge node for AI inference, for AI video inference" "There won't be operating systems. There won't be apps in the future. It'll just be a device that is there for the screen and audio" "You'll get everything through AI. Whatever you can think of, or really whatever the AI can anticipate you might want, it'll show you" "Most of what people consume in 5 or 6 years, maybe sooner than that, will be AI-generated content. Music, videos" "There are people who have made AI videos using Grok Imagine that are several minutes long, 10 or 15 minutes, and it's pretty coherent" "The phone will just display the pixels and make the sounds that it anticipates you would most like to receive" Interested in AI? Follow AI Evolution and never fall behind. I track ChatGPT, Claude, and every tool quietly changing how we work and create, then hand you the tested signals.

AI Evolution

105,428 次观看 • 8 天前

omment “Copper” and I’ll send the PDF guide directly to your DM! 💬 If Mukesh Ambani had to invest in just one metal — he wouldn’t choose Gold or Silver, he’d choose Copper. 🪙 Because the future belongs to copper. From AI and Electric Vehicles (EVs) to electronics and green energy, every futuristic product needs copper — and a lot of it. ⚙️🔋 According to the International Energy Agency (IEA), global copper demand is set to rise by 50% in the next 10 years! 🚀 Now the real question — how can you invest in copper today? 🤔 Here are 3 smart ways to invest 👇 1️⃣ International ETFs: – COPX ETF – tracks top global copper mining companies. – CPER Index Fund – tracks copper futures directly.

omment “Copper” and I’ll send the PDF guide directly to your DM! 💬 If Mukesh Ambani had to invest in just one metal — he wouldn’t choose Gold or Silver, he’d choose Copper. 🪙 Because the future belongs to copper. From AI and Electric Vehicles (EVs) to electronics and green energy, every futuristic product needs copper — and a lot of it. ⚙️🔋 According to the International Energy Agency (IEA), global copper demand is set to rise by 50% in the next 10 years! 🚀 Now the real question — how can you invest in copper today? 🤔 Here are 3 smart ways to invest 👇 1️⃣ International ETFs: – COPX ETF – tracks top global copper mining companies. – CPER Index Fund – tracks copper futures directly.

Mohini Maheshwari

26,955 次观看 • 10 个月前