AI Needs Copper, and There's a Shortage.
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- Опубліковано 28 чер 2024
- AI stocks are still a hot topic of conversation in the investing community, leaving many investors to start seeing all kinds of things as "AI plays". One "AI play" that most people may not have considered would be copper. While copper is currently seeing soaring prices due to increased demand for clean energy and EVs, it's also being used in cabling and other critical infrastructure for AI data centers. If this sounds interesting to you, you'll want to watch this video as we discuss the various ways to invest in copper for retail investors.
RESEARCH PIECES USED IN THIS VIDEO:
1. Investing in Artificial General Intelligence or AGI
www.nanalyze.com/2020/12/inve...
CHAPTERS:
00:00 AI and AGI
00:36 What AI needs
02:09 Copper demand soars
03:54 Stocks that benefit from copper
06:18 Supply and demand for copper
07:13 How copper is produced
09:34 A bit on commodities
11:55 How to invest in copper
13:37 Conclusion
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Wow nice to put a face to the voice; well done video as always
Thank you for the positive feedback! Showing faces is pretty much a mandate for marketing because in this business it's all about trust. I think trust is built based on transparency, integrity, and helping people, but marketing says it's also about having a face for a brand. So, I decided to (rather reluctantly) start adding small video clips. More work, more hassle, but we need to prioritize growing the brand. The positive feedback we've received such as yours is encouraging and helps us know we're on the right track. Thank you! Joe P.
Thx, Joe and Wyatt! Nice to see you!
You're most welcome!
Another exceptional video - deeply appreciate you and your content. Also, so great to see you on video! Thanks so much!
Really glad to hear you're finding such value in our content. Thank you for the great feedback! Joe P.
Finally, we get to see Joe! Digging your deep dives!!
Marketing made me. :( Hopefully it's a net value add though. Really glad to hear you're digging the content Warren! Joe P.
Looking good, Joe! We love to see the Person beside the wall and the strategic genie. Thank you very much for teaching us the investment world and for putting so much quality into each of your videos! It is always a pleasure to learn your perspective on certain things. Greetings from germany.
Always great to hear from zee Germans! ;) I was just in Berlin this year meeting with our research advisor who lives there and some of our subscribers. Thank you very much for your kind words as that really helps motivate us all. We'll keep up the quality and always work towards getting better over time. Joe P.
@@Nanalyze Very nice to hear that you have connections to germany! We need you here man! I would love to ssubscripe to your channel and have to thank you big for your fantastic work. In one of the many videos about cyber security you planted a fantastic easter egg in your analysis. I found this company called darktrace and startet digging deeper and finally investet and now i am so so sad that the company was sold. Even it bringss me a lot of money i am sad that i cannot be a shareholder anymore. It is so fantastic to see your work. I even just thought about that we need to have a german channel here in germany to teach us here how to invest with a great mindset. i hope i will have the possibility even to meet you when you are in germany again. Even if i am sure that you would certainly prefere to viit amsterdam for ome reasons ;-) Keep up the fantastic work man!!!
@@Nanalyze Pleae keep up with this great work! And by the way....i love that you always put here and there some easter eggs. In your video about cyber ssecurity stocks you mentioned in a statistic a company named darktrace and i got curios about this company and decided to invet because of the great statistic and retention rates. The rest is hitory and i am so sad that they got soled. I even thought about the thing that we germans need uch a great channel like nanalyse here in germany so that we can spred here this fantastic content! I thought you would till love to visit amsterdam for some sspecial reasons ;-) Thank you very much for drawing us a picture so that we can now learn more about you!
Thank you very much for the supportive and encouraging words! Please share our content with anyone you feel will benefit from it. We have subtitles in German if that's useful. You know that Berlin is going to turn into Amsterdam soon if they keep laxing those laws ;) Joe P.
@@Nanalyze Thank you very much for your word man. We definity need your help here in germany. There are no people with real investment strategies and such deep impact by looking into investments. The whole bank sector is completly trash and the german star investors grwo there portfolips by 3 % per year and they even think they doing a great job. It would be so nice to integrate such great investment ideas from nanalyse in germany. And by the way....i would motly like to discuss the movements of uipath with you. I think an invesstment today could be very very interesting. And also the canabiss industry could be an interesting movement ;-) I would love to take a smoke with you together man ;-) Jan
👍 thanks . Cool, calm and collected. Your voice could calm 1000 crying babies.
You're most welcome! Thank you for the feedback :)
Great to see you Joe! Keep it coming! :)
Will do, thank you! Joe P.
NVDIA isn't a manufacturer. It's a designer. TSMC does the manufacturing.
Yes, that's correct.
Interesting and informative presentation as usual. Thanks for sharing
Glad you found this useful!
Good to see that you're not AI driven, Joe! As a consumer, you never can be too careful.
Only AI supplemented.
FCX is a solid company. I have owned them, but I feel like they should be traded as if they were futures contracts. Buy at reasonable prices and sell once you feel like you've made enough money, then look for a good short entry. There is no execution date on owning FCX, though.
I love this strategy. "Buy at reasonable price and sell once you feel like you've made enough money." ;) The vast majority of people speculating in futures aren't having that experience. Almost nobody will sustainably over time. Trading is an extremely bad idea. Be an investor, not a speculator. Joe P.
Data centers themselves don't use a lot of copper, but data centers require massive amounts of electricity and expanding the grid to accommodate that increased need does require a lot of copper.
True enough
Subscribed.
Thank you!
Joe! Lookin' even more suavé than Roaring Kitty jus' now!! Also more coherent, beer needed. o/
;) The biggest problem is that now I'm expected to be sober for these videos. That's not going to last long. Joe P.
Thanks for the video.
COPX seems to be a good etf as well.
All the best.
Thank you so much for raising that. I used the Global X research for this video and thought to myself, "I wonder if they have a copper ETF?" and then never actually looked. :) We've found over the years - generally speaking - that Global X thematic ETFs are solid compared to the alternatives. With a 0.65% expense ratio (about average for an active thematic ETF) and $2.5 billion is assets, this would be something to consider for copper investors. Great comment! Joe P.
Hello. I am new to your channel, I like the contents :) Thank you for the great work. I have been holding Western Copper and Gold for a loooooong time, and finally it has started getting attention, hope it goes toward the target price.
Really glad to hear you're finding our content useful. Always good to be a long-term investor on whatever thesis you're interested in.
That's is why I chuckle when I hear renewable energy. The material they use will also run short and require constant use to maintain the energy needs of billions of humans. It will have to get more efficient or we'll just drain every element we use for this technology.
Cheaper energy is probably what we need to focus on. The whole renewable thing will just sort itself out over time.
@@Nanalyze Cheaper and more efficient. That's why I was looking at some of these energy construction/management companies, but they don't seem to have the tech to fully realize their place in the system. The Amerescos and Starpeak Energy companies. Companies that can provide cheap, efficient, technologically advanced energy systems should be in high demand at some point.
@@azulsimmons1040 Fusion is supposed to be coming along. Is it no longer always five years away?
@@Nanalyze Fusion is the holy grail of energy. Seems hard to pull off though. Nuclear power based on fission seems to be unpopular due to the rare but extreme fallout of a nuclear fission reactor problem, though they seem much better than they were in the past. Japan has had a few earthquakes and we did not see a Chernobyl. Nuclear energy definitely needs to be a path we pursue as tech only improves when it is used.
Looking good, Joe! ❤
Thank you! ;) Joe P.
Can't believe Southern Copper wasn't on that chart. One of the lowest (if not the lowest) cash costs in the industry. Copper is their main business, 86B market cap.
Thank you for raising. No idea why that wasn't included in the table of potential stocks to vet.
Woah, surprised to look down and see a dude actually talking to me. Ha! Nice to see you, Joe (and Wyatt)!
We're slowly mixing in some video faces to connect better with our audience :)
Lundin seems like best of the bunch based on a quick Seeking Alpha review.
Seeking Alfalfa is hit or miss. What percentage of this company's revenues come from copper?
A few other names: BVN, HBM, TGB.
Graphene could be a replacement, sooner than later.
We've been hearing about the promises of graphene for decades now. So far it has largely been a solution looking for a problem: ua-cam.com/video/h-DWNEPawo0/v-deo.html
The thing about NOT showing your face on UA-cam, until you do, is when you do, we wonder is that AI, or some of greenscene person,
Hello and welcome Joe, nice to See ya, keep up the Great work, P.S... My Romanian Fortune teller told me, i would get less coffee but more Joe , i don't drink coffee so i was doubting her, but i did own SBUX and Starbuck stock dropped and here you popped up..
Whatcha make of that????😂😂😂😂😂
It sounds like you've figured out the most effective way to generate alpha that we know of.
if ai infraestructure will needs 1 dollar more copper from more than 10 producers competing eachother, then the same amount of ai will need 2000 dollars of semi hardware from 2 suppliers like amd or nvidia, if you belive ai will change the economy and chip suppliers are still investable, is there any need to look for the collaterals?
Yes, that's a good point. Perhaps this is about people trying to look for the not-so-obvious beneficiaries.
I saw in the news that thieves have been cutting cables from Tesla charging stations for the copper. With the high price of copper, I better check with grandma if she has some old copper pots and pans sitting around. 🤣 I wonder how much copper e waste-recyclers are able to extract from old electronics like televsions, computers, printers, etc. Aside from copper, small amount of gold and other valuable metals can be extracted. Considering many e waste-recyclers get these items for free, it could be very profitable. Two well-known publicly traded companies that benefit from e-recycling are Waste Management and Republic Services (both of which I own). According to Yahoo Finance, "The e-waste management market size has grown rapidly in recent years. It will grow from $60.25 billion in 2023 to $70 billion in 2024 at a compound annual growth rate (CAGR) of 16.2%."
In regards to the copper thesis and the companies you mentioned, the question is what percentage of their revenues are exposed to copper recycling?
@@Nanalyze True.
🥳💪✌️
Happy Friday! 🌿💃🍾
Copx?
Yep, good call. I totally should have raised that in the video, especially considering we used Global X research.