Aiex Msaon △👁

🚨 I BOUGHT BITCOIN IN 2015. HERE’S WHAT I’M BUYING NOW: Copper. I’ve bought over 2 tonnes in the last 2 months. I rented a storage unit specifically for this. Anyone who actually understands this tweet will do extremely well. Here’s why I’m buying 1 tonne of copper every month: 1. THE AI ENERGY SHOCK Copper demand isn’t surging because of cars. It’s surging because AI needs power, cooling, and massive amounts of wiring. A 2026 report projects global data-center capacity will 10x by 2040. You can’t just plug AI into the existing grid. AI servers consume extreme power and require liquid-cooling systems that rely heavily on copper plates and piping. Upgrading the grid to handle this load requires millions of miles of new copper transmission lines. 2. THE GREEN TRANSITION ISN’T SLOWING Even without AI, the electrification numbers are insane. An EV uses ~3x more copper than a gas car (≈80kg vs ≈23kg). Wind and solar farms are massive copper sinks. We’re trying to rebuild the entire global energy infrastructure in 25 years… Using a metal that hasn’t been mined yet. 3. THE SUPPLY CLIFF (THE REAL ALPHA) This is where the Bitcoin comparison becomes literal. There are no new major copper mines. It takes 17–20 years to permit and build one. Even if a massive deposit were discovered today, it wouldn’t produce metal until the 2040s. Grades are declining. The easy copper is gone. We’re digging deeper for lower-quality ore. S&P Global projects a 10 MILLION TONNE annual copper deficit by 2040. That’s ~25% of global demand that simply cannot be met at current prices. WHY I BOUGHT OVER 3 TONNES IN TWO MONTHS I didn’t buy mining stocks. Their valuations are largely fiction. I bought physical copper. In a world of digital abundance (unlimited fiat, unlimited code)… The only real wealth is physical scarcity. I treat these tonnes as a generational hedge. When the supply squeeze hits in the late 2020s and early 2030s… Copper won’t just be an industrial metal. It becomes a strategic asset. Manufacturers will bid aggressively just to keep factories running. I’m front-running that panic. Copper prices today are a gift. See you in 2030. How do I know this? I’ve been in macro for 15 years and predicted all the market tops and bottoms for the last 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. From now on, I’ll share my moves publicly. If you want to win big, follow and turn notifications on. Many people will wish they followed me sooner.

JUST IN: 60% chance S&P 500 hits 8,000 this year