Jordi Visser
👤 SpeakerAppearances Over Time
Podcast Appearances
They're all necessary.
And again, so people understand copper,
could double from here.
It doesn't change the cost of a data center.
It is such a small component, which is why you want to be long copper.
You want to be long silver.
You don't want to be fading these things.
This is not some speculative thing.
This is hoarding because they're necessary for electrification.
But to get back to Venezuela thing, remember what stopped the trade war last year?
It was rare earth.
China went up.
We have rare earth.
Okay, Venezuela has reserves of rare earth.
Venezuela has some components that are necessary, but Venezuela is also an area in the Americas.
So it is strategically an important place.
What is Greenland?
Greenland is a strategically important place, but it also has rare earth.
At the end of the day, regardless of what people think,
AI is causing a war problem.