At 26 cents it was a fever dream, at $18 it was real
Lachlann Tierney’s new thesis for AI and commodities converging. And how Aussie investors are at GROUND ZERO.
Dystopia or Opportunity?
Dystopia or Opportunity?
If it’s a brave new world… turns out…you need to brave with your investments as well.
The PAX SILICA Files: (The Epstein ones are a distraction)…
The PAX SILICA Files: (The Epstein ones are a distraction)…
Markets rolling in one direction, key pieces are lining up for both sides. Enter Pax Silica, and a new set of rules for investors.
It’s not a riddle: it’s the biggest investment theme of the next decade
It’s not a riddle: it’s the biggest investment theme of the next decade
Three headlines. One hidden force. A quiet market, AI in revolt, and wait, copper? Follow the trail of dirt beneath your feet.
The year is 2024. No one cares about critical minerals. I was there.
The year is 2024. No one cares about critical minerals. I was there.
A lot has changed for critical minerals in the last two years. And AI promises to generate a massive feedback loop for investors.
Why did gold go down, and why did AI make tech stocks go down? Same thing.
Why did gold go down, and why did AI make tech stocks go down? Same thing.
Gold and silver plunge then AI whacked tech stocks. Lachlann Tierney explain what’s next.
RBA Rate Rise and Another AI Sell-Off?
RBA Rate Rise and Another AI Sell-Off?
What triggered the US tech sell-off? And why was the ASX fine? Find out why, and what it means for tech investors.
Elon’s rocks aren’t the only game in town – could ASX tech be back on?
Elon’s rocks aren’t the only game in town – could ASX tech be back on?
SpaceX’s $1.25 trillion IPO and Trump’s $12bn minerals stockpile reveal the commodity-tech nexus is real. ASX tech could surprise.
Gold and Silver Prices Hit, What’s Next?
Gold and Silver Prices Hit, What’s Next?
Kevin Warsh’s Fed nomination just crashed gold and silver. But it created an opportunity to rotate into productive commodities essential to AI infrastructure.
Tech-Rocks Pt.3: How Commodities And AI Lead to More of Both
Tech-Rocks Pt.3: How Commodities And AI Lead to More of Both
AI data centres devour copper, lithium, rare earths. Meanwhile, AI tracks the minerals it needs. The feedback loop is just beginning.
