Recently I’ve been doing a lot of analysis on AI infrastructure portfolios and stocks, the main consensus is obviously put money into NVDA, MSFT, AMZN, etc. while I agree on a lot of those building blocks for ai like cloud, semiconductors etc, I think people are overlooking the basics, such as copper, steel, and just raw materials in general. I think that in the next several years the amount of physical infrastructure that will need to be built to scale AI is going to be insane, and while system corporations will profit, I am willing to bet precious metals and material suppliers will even more, what are yalls thoughts.
Could the price of copper rise?
byu/Casino_Alien95 ininvesting
Posted by Casino_Alien95
4 Comments
It could, or it couldn’t. Who knows what will happen when the government won’t stop printing and the executive branch is corrupt.
Sure this was great idea 4 years ago But every raw material you just named is just off an ATH.
I just consulted my magic 8 ball 3 times, here are the results
Yes
No
Maybe
Hope that sheds some light for you
You might be late to the party. Copper has had quite the bull run, along with other minerals.