1 00:00:00,240 --> 00:00:06,480 Speaker 1: So gold, gold and silver was up again today. It 2 00:00:06,480 --> 00:00:08,039 Speaker 1: looked like a little bit boy. It was up again 3 00:00:08,080 --> 00:00:12,320 Speaker 1: today all time, first time ever. Gold over five thousand 4 00:00:13,039 --> 00:00:17,200 Speaker 1: dollars and silver cross one hundred. Yeah, we were talking 5 00:00:17,239 --> 00:00:20,560 Speaker 1: about this with Mike Novagrats last time we saw Mike Novagrats. 6 00:00:20,600 --> 00:00:23,040 Speaker 1: If you don't know him, he's a billionaire, remember his name. 7 00:00:24,440 --> 00:00:30,200 Speaker 1: He's one of those. He's one of those. Gold just 8 00:00:30,280 --> 00:00:32,479 Speaker 1: keeps going. So now everybody's looking at what's next. 9 00:00:33,000 --> 00:00:40,080 Speaker 2: Copper, Yeah, copper, platinum is you know what? 10 00:00:40,560 --> 00:00:43,960 Speaker 3: And again, just being on the tour, right, if we 11 00:00:44,080 --> 00:00:45,720 Speaker 3: looked and for a lot of people, it was the 12 00:00:45,720 --> 00:00:49,480 Speaker 3: first time that they ever saw a GPU rack, right, 13 00:00:49,640 --> 00:00:51,839 Speaker 3: And when we opened that rack, you looked in so 14 00:00:52,000 --> 00:00:53,720 Speaker 3: I think I think we were standing next to each other. 15 00:00:54,520 --> 00:00:57,840 Speaker 3: They're actually showing them with the components of what goes 16 00:00:57,840 --> 00:01:00,360 Speaker 3: in this rack, who's making these racks, who's doing the 17 00:01:00,400 --> 00:01:04,800 Speaker 3: liquor cooling, and inside of each rack, what metal was 18 00:01:04,800 --> 00:01:10,440 Speaker 3: in there? Copper and so copper shout out the rugs, 19 00:01:10,880 --> 00:01:13,440 Speaker 3: shot the rugs, but copper is the metal. If we're 20 00:01:13,440 --> 00:01:19,320 Speaker 3: talking about expansion, especially inside of data centers, especially inside 21 00:01:19,319 --> 00:01:22,640 Speaker 3: of GPU racks, whether it's Google making them or in 22 00:01:22,760 --> 00:01:27,280 Speaker 3: video or meta that component is inside there, right, Because 23 00:01:27,280 --> 00:01:30,119 Speaker 3: we're talking about conductivity. Copper is one of those metals 24 00:01:30,120 --> 00:01:32,720 Speaker 3: that produces at a high level. Copper will play a 25 00:01:32,760 --> 00:01:35,600 Speaker 3: part in that. If you look at some of the ETFs, 26 00:01:36,080 --> 00:01:38,840 Speaker 3: don't really like them individually and in terms of copper 27 00:01:38,840 --> 00:01:40,640 Speaker 3: mining companies, but if you look at the ETFs, there's 28 00:01:40,640 --> 00:01:42,360 Speaker 3: a couple that have gone over one hundred percent over 29 00:01:42,360 --> 00:01:45,400 Speaker 3: the past twelve months. Yeah, so copper is there, and 30 00:01:45,760 --> 00:01:47,840 Speaker 3: I mean if you look at the cost area, right, 31 00:01:47,960 --> 00:01:54,240 Speaker 3: it's relatively cheap at this point, but there's a case 32 00:01:54,280 --> 00:01:56,920 Speaker 3: for it, right, Like there's a you can see the case. 33 00:01:56,960 --> 00:01:59,040 Speaker 3: You can see the build out, you can see part 34 00:01:59,040 --> 00:02:01,800 Speaker 3: of the AI story, hoppers part of it. So it's 35 00:02:01,800 --> 00:02:03,760 Speaker 3: something that we definitely should watch people on the watch list. 36 00:02:04,200 --> 00:02:07,040 Speaker 1: If somebody wants to buy a goal, should they should 37 00:02:07,080 --> 00:02:10,000 Speaker 1: they wait for a pullback or should they just what 38 00:02:10,040 --> 00:02:10,520 Speaker 1: should they do? 39 00:02:11,840 --> 00:02:14,079 Speaker 2: Wait for a pullback? And if you tune in next 40 00:02:14,080 --> 00:02:16,280 Speaker 2: week at the same time, I will give you the 41 00:02:16,360 --> 00:02:18,480 Speaker 2: exact price where to invest in g O D and 42 00:02:18,639 --> 00:02:21,920 Speaker 2: gold futures next week on market Monday. It's back to 43 00:02:21,919 --> 00:02:22,360 Speaker 2: your training. 44 00:02:23,280 --> 00:02:25,200 Speaker 1: There you have it. It's going to get the price 45 00:02:25,240 --> 00:02:26,920 Speaker 1: to my goal, because if you think about it, I 46 00:02:26,919 --> 00:02:30,160 Speaker 1: mean you think it would it would have pulled back, 47 00:02:30,240 --> 00:02:35,720 Speaker 1: draftic pullback if you know, some level of government stability happens. 48 00:02:35,800 --> 00:02:39,280 Speaker 1: What that doesn't look like at least three years or 49 00:02:39,280 --> 00:02:45,200 Speaker 1: at least three years, yeah, well at least a minimum. 50 00:02:45,480 --> 00:02:49,360 Speaker 2: And even then after that, if you follow the money, 51 00:02:50,160 --> 00:02:52,360 Speaker 2: they're putting their money into a few candidates that could 52 00:02:53,639 --> 00:02:54,760 Speaker 2: when next time around. 53 00:02:55,200 --> 00:02:59,359 Speaker 1: So as long as this, as long as this continues, 54 00:02:59,800 --> 00:03:01,520 Speaker 1: you think, oh we'll continue. 55 00:03:01,160 --> 00:03:03,919 Speaker 3: To go up and looks like it's going to continue, 56 00:03:04,720 --> 00:03:06,680 Speaker 3: I'm gonna give a one hundred will be here too. 57 00:03:07,760 --> 00:03:12,280 Speaker 3: I'm gonna give out some uh, some copper ETFs to 58 00:03:12,320 --> 00:03:15,200 Speaker 3: put on your watch list. First one is co op 59 00:03:15,480 --> 00:03:20,400 Speaker 3: X COPX is global x Copper Miners ETF And you 60 00:03:20,480 --> 00:03:22,160 Speaker 3: just look at that chart, man, one hundred and twenty 61 00:03:22,320 --> 00:03:25,200 Speaker 3: percent twelve months is nothing to sneeze at. Second one 62 00:03:25,280 --> 00:03:29,919 Speaker 3: is co opp Spout Copper Miners ETF. Another one another 63 00:03:29,919 --> 00:03:33,360 Speaker 3: one hundred plus percent over the past twelve months. Uh, 64 00:03:33,400 --> 00:03:37,360 Speaker 3: and then c p e R United States Copper Index one. Yeah, 65 00:03:37,440 --> 00:03:39,840 Speaker 3: put all three of those on your watch list if 66 00:03:39,840 --> 00:03:42,640 Speaker 3: you're looking to get into the copper space. Obviously that 67 00:03:42,720 --> 00:03:46,440 Speaker 3: AI story, it plays a role in it. And the 68 00:03:46,520 --> 00:03:50,080 Speaker 3: United States man, we uh, well where we spent one 69 00:03:50,120 --> 00:03:54,840 Speaker 3: billion over the Earth minimals one point six Okay, yeah, 70 00:03:54,840 --> 00:03:56,160 Speaker 3: there something always a story there