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The Metal Inside Every AI Data Center Rack (And 3 ETFs to Watch) · Earn Your Leisure

• 0:00
  Speaker 1: So gold, gold and silver was up again today. It
• 0:06
  Speaker 1: looked like a little bit boy. It was up again
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  Speaker 1: today all time, first time ever. Gold over five thousand
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  Speaker 1: dollars and silver cross one hundred. Yeah, we were talking
• 0:17
  Speaker 1: about this with Mike Novagrats last time we saw Mike Novagrats.
• 0:20
  Speaker 1: If you don't know him, he's a billionaire, remember his name.
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  Speaker 1: He's one of those. He's one of those. Gold just
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  Speaker 1: keeps going. So now everybody's looking at what's next.
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  Speaker 2: Copper, Yeah, copper, platinum is you know what?
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  Speaker 3: And again, just being on the tour, right, if we
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  Speaker 3: looked and for a lot of people, it was the
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  Speaker 3: first time that they ever saw a GPU rack, right,
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  Speaker 3: And when we opened that rack, you looked in so
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  Speaker 3: I think I think we were standing next to each other.
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  Speaker 3: They're actually showing them with the components of what goes
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  Speaker 3: in this rack, who's making these racks, who's doing the
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  Speaker 3: liquor cooling, and inside of each rack, what metal was
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  Speaker 3: in there? Copper and so copper shout out the rugs,
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  Speaker 3: shot the rugs, but copper is the metal. If we're
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  Speaker 3: talking about expansion, especially inside of data centers, especially inside
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  Speaker 3: of GPU racks, whether it's Google making them or in
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  Speaker 3: video or meta that component is inside there, right, Because
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  Speaker 3: we're talking about conductivity. Copper is one of those metals
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  Speaker 3: that produces at a high level. Copper will play a
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  Speaker 3: part in that. If you look at some of the ETFs,
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  Speaker 3: don't really like them individually and in terms of copper
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  Speaker 3: mining companies, but if you look at the ETFs, there's
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  Speaker 3: a couple that have gone over one hundred percent over
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  Speaker 3: the past twelve months. Yeah, so copper is there, and
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  Speaker 3: I mean if you look at the cost area, right,
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  Speaker 3: it's relatively cheap at this point, but there's a case
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  Speaker 3: for it, right, Like there's a you can see the case.
• 1:56
  Speaker 3: You can see the build out, you can see part
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  Speaker 3: of the AI story, hoppers part of it. So it's
• 2:01
  Speaker 3: something that we definitely should watch people on the watch list.
• 2:04
  Speaker 1: If somebody wants to buy a goal, should they should
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  Speaker 1: they wait for a pullback or should they just what
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  Speaker 1: should they do?
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  Speaker 2: Wait for a pullback? And if you tune in next
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  Speaker 2: week at the same time, I will give you the
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  Speaker 2: exact price where to invest in g O D and
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  Speaker 2: gold futures next week on market Monday. It's back to
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  Speaker 2: your training.
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  Speaker 1: There you have it. It's going to get the price
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  Speaker 1: to my goal, because if you think about it, I
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  Speaker 1: mean you think it would it would have pulled back,
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  Speaker 1: draftic pullback if you know, some level of government stability happens.
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  Speaker 1: What that doesn't look like at least three years or
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  Speaker 1: at least three years, yeah, well at least a minimum.
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  Speaker 2: And even then after that, if you follow the money,
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  Speaker 2: they're putting their money into a few candidates that could
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  Speaker 2: when next time around.
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  Speaker 1: So as long as this, as long as this continues,
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  Speaker 1: you think, oh we'll continue.
• 3:01
  Speaker 3: To go up and looks like it's going to continue,
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  Speaker 3: I'm gonna give a one hundred will be here too.
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  Speaker 3: I'm gonna give out some uh, some copper ETFs to
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  Speaker 3: put on your watch list. First one is co op
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  Speaker 3: X COPX is global x Copper Miners ETF And you
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  Speaker 3: just look at that chart, man, one hundred and twenty
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  Speaker 3: percent twelve months is nothing to sneeze at. Second one
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  Speaker 3: is co opp Spout Copper Miners ETF. Another one another
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  Speaker 3: one hundred plus percent over the past twelve months. Uh,
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  Speaker 3: and then c p e R United States Copper Index one. Yeah,
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  Speaker 3: put all three of those on your watch list if
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  Speaker 3: you're looking to get into the copper space. Obviously that
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  Speaker 3: AI story, it plays a role in it. And the
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  Speaker 3: United States man, we uh, well where we spent one
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  Speaker 3: billion over the Earth minimals one point six Okay, yeah,
• 3:54
  Speaker 3: there something always a story there