SpaceX’s $1.25 trillion IPO and Trump’s $12bn minerals stockpile reveal the commodity-tech nexus is real. ASX tech could surprise.
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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
AI data centres devour copper, lithium, rare earths. Meanwhile, AI tracks the minerals it needs. The feedback loop is just beginning.
Tech-Rocks Pt. 1: Your Rock Needs Papers
Inside the weird world of the Darwin Dialogue and how nations are now testing rocks for their “DNA” to ensure they keep the profits.
Closing Bell Hive Mind: Hunting the Next Big Winner
In today’s Closing Bell episode, Charlie and I break down what’s driving the amazing moves in commodities and where the best opportunities might be next. We also take on the challenge from last week’s comment section by analysing viewer-submitted stock ideas across precious metals, explorers, Chilean porphyry plays, rare earths, graphite, and emerging tech. All with the goal of finding the next big money-making setup.
The Game of Diplomacy: Trump’s Greenland Gambit
Trump’s Greenland gambit exposes Europe’s weakness while Canada pivots to China. The global Risk board is being redrawn — resource control trumps alliances.
