Larry McDonald

You know what the best trade in the world right now is for AI and energy is Schlumberger.

They just did a pact with Nvidia.

Schlumberger's data

processing for energy companies that are exploring and controlling logistics.

Schlumberger is, I think, I think it could be a triple, quadruple, you can fit 70, I'm pretty sure of this number, you can fit 75 Schlumbergers, SLB, which is the dark horse, unknown AI company.

You can fit 75 of these in Nvidia.

Well, one of the things that's interesting for people watching us right now, and you and I can do this tonight.

You just say you have an hour tonight before you go to bed.

You're looking on ChatGPT or you're looking at Grok and you ask Grok to rebuild the

Iran, parts of Israel, the Ukraine, Gaza, and throw in LA there, Los Angeles with the fires, right?

Over the next 10 years, how much copper is going to be needed, right?

The number is, and then you take that number and then you say- How much is available in the world?

Exactly.

What's global production?

The numbers are, and then you listen to Elon, right?

Let's listen to Elon.

Elon's saying-

10 million robots will be produced in the next 10 years.

And he's actually said, I think 40 or 50 million.

10 million robots, the copper that's needed in that, the silver electricity connectivity, the aluminum that's needed for the power grid.