Luca Pietro0:00 The current price of copper per pound is just over five dollars, and truly I don't think investors are bullish enough on the commodity.0:07 The Microsoft data center construction in in Chicago required over 2,000 metric tons of copper.0:15 I don't think investors are seeing the boom in this copper industry due to all these data center constructions over the next five, ten years.0:22 If we wanted to meet the demand from d data centers and AI, we would have to invest $500 billion in the industry each year, which is absolutely absurd.0:32 But the fact that we're not even gonna reach that by any means, and there's gonna be huge demand for these data centers, and specifically the AI, that data centers power, it's super interesting to see investors not more bullish in copper due to the fact that it's such a large component of these data center builds.0:50 So personally I think copper is a great space to get into right now.
Patrick Manning0:00 Yeah, I agree with you.0:01 I would I'm also a little bullish on copper.0:03 Um I find it interesting now that gold is at all-time highs.0:08 Um as US currency is not necessarily the most stable it's ever been.0:14 Uh many investors go into European currency um to provide a little bit more stability um in this economic uncertainty.0:23 But uh it makes sense why copper would be a good investment.0:29 Um not sure why no one else is really talking about this.0:34 Um another um sector that I'm pretty bullish on is the energy sector.0:41 With uh regards to AI, um each each um thing you type into an AI source is equivalent to the power used for charging an iPhone from dead to full, which obviously takes a lot of energy and with people being on there chatting hundreds of times a day, it's just increases the need for um energy and um I think that's another sector to be bullish on with with regards to AI.