Mini Podcast: candid excerpts from a private conversation with business associates discussing investment themes surrounding bank recommendations for AI and power infrastructure.
The World is Made of Copper and Silver Now…
Comment: We wrote on this in the past.. but this update along with the public post by ZH encapsulates the concept’s creeping progress through the investment ecosystem. Some research excerpts from JPM, GS, and UBS attached.
Themes: Ai, Power infrastructure, generation, data centers, utilities.
