Monday, October 14, 2024

'Best commodity out there... by far'

If AI continues to grow anywhere even remotely close to the rate it's expected to...
 

Dear Reader,

Most folks don't get excited about copper.

But I'm not like most folks.

The way I see it, the setup today is obvious:

If AI continues to grow anywhere even remotely close to the rate it's expected to... we're going to need lots of copper to power all the big data centers that AI technology needs.

And this is a BIG problem because copper is already in short supply:

It's little wonder Carlyle strategist Jeff Currie calls it "The best commodity out there... by far." And says, "You've got three of the biggest trades wrapped up in one commodity."

But it's NOT the only commodity that stands to benefit from the growth in AI.

I've identified several I believe are also obvious winners... and even built an entire model portfolio around it.

Until midnight tonight, the full story is accessible here.

Regards,

Dan Ferris
Senior Analyst, Stansberry Research

 

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