Huge H/T 2 @peter_mantas for all his biotech work. ๐
Dude knows his shit. With a good shot a biotech bubble ahead, invaluable service w/Back of the Napkin
Recently got the conviction on $QURE from his research, and his conviction through the saga is highly impressive.
More millionaires will be made in mining and commodities over the next 5 years than in AI.
I know that sounds wild. Hear me out.
AI runs on copper, nickel, lithium, uranium. Every datacenter, every robot, every EV.
The catch: we haven't sanctioned a major copper mine in over a decade. Discovery curves are flat. Discovery to production takes 15+ years.
Exploding demand meeting structurally constrained supply. Textbook setup for a generational commodities bull run.
AI gets the headlines.
The shovels get the returns.
Full conversation: https://t.co/icf4kdliTS
Been really boring sitting in $SRUUF but I believe it'll have it's $SLV day in the sun. Maybe a move off the 200sma w/MACD cross will be a tell?
https://t.co/m1rExMZ7ly
@MultibaggerRsch Once the investment community and retail at large realize the impact AI is going to have on biotech, $TWST will break $200.
When Anthropic partnership?