Nice tour to understand what happens, instead of thinking you plug in your phone and it just works. And a good takeaway on the bottlenecks, especially given how AI is so energy-hungry.
I've been hearing more and more about copper. Might have to research further and find plays.
Thanks so much! That's exactly the mindset shift I was going for, most people treat electricity like magic until something breaks or costs spike. And you're right, AI is basically a copper and power transformer story wearing a software hat right now.
Planning to issue a copper deep dive soon. Anything else you would love to see ?
Thank you for breaking down this process, it’s more easy to understand with such clear explanation :)
Many thanks ! Feel free to suggest any next topic you want to know more about.
Copper price impact on industries if possible
Nice tour to understand what happens, instead of thinking you plug in your phone and it just works. And a good takeaway on the bottlenecks, especially given how AI is so energy-hungry.
I've been hearing more and more about copper. Might have to research further and find plays.
Thanks so much! That's exactly the mindset shift I was going for, most people treat electricity like magic until something breaks or costs spike. And you're right, AI is basically a copper and power transformer story wearing a software hat right now.
Planning to issue a copper deep dive soon. Anything else you would love to see ?
I rarely play the materials sector. Doesn't move fast enough for my taste.
I do have a silver play for the long run, though. I've been adding long-dated Calls since silver names have been getting pummeled. $ASM.