I’ve been saying this and I hope you see my post The next super cycle will not be memory, chips, AI capex buildouts etc. It’s going to be a COMMODITY SUPERCYCLE To harness energy needed for this AI era - we require the right components and to create the infrastructure you need - we require the right components - to maintain all of this you need the right components Rare earths, minerals and metals will sit at the forefront of all this After 2027 we will see a commodity super cycle and it’s coming faster than you think
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