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Copper hit an all time weekly high again
And news counts are lower than the long term average
Copper = arteries of AI
Katusa Research
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Katusa Research
@KatusaResearch
- U.S crude oil inventory is down for the 8th consecutive week. It’s happened only 9 times since 2000 8 out of 9 times, WTI prices have performed well in the next 6 months post the streaks
- Uncle Sam’s Stock Portfolio The US government doesn’t normally buy companies. But it will if it has to. It regulates them, taxes them, and when things get bad enough, bails them out. What’s happened since January 2025 breaks that pattern. Washington built what we call
Washington is backing companies that sit at chokepoints they can’t afford to leave exposed, And the market is starting to agree with that logic. - Katusa Research reposted
News Release | Trident Resources Intersects 41.46 g/t over 3.42m including 81.75 g/t over 1.73m in Hole CL26033 at the Contact Lake Project in Saskatchewan. All 7 holes at the BK3 Zone returned high-grade gold, further validating the area's substantial mineralization potential.
- "Small (<20MW)" and "Micro (<5MW)" data centers will start to get attention yesterdayChamath said a gigawatt data center used to cost ~$5B when he started his project but now runs closer to ~$100B fully loaded. The jump is all about silicon density with $NVDA Rubin-class racks approaching 600kW and every gigawatt carrying far more GPU and HBM content.
00:00 - Central banks buying gold at higher and higher prices. Tether Gold just removed the “central banks only” ruleCentral banks added more than 1,000 tons of gold reserves in 2024. That made it three straight years above 1,000 tons. For reserve managers, gold remains a strategic asset. With Tether Gold, access to physical gold is no longer reserved for institutions. Discover XAU₮.
- This is a new level of tariff and barrier to entry that never existed before The “access to knowledge” tax
- Gold just hit its deepest oversold reading in five years. The last four times it got close, it ripped.
- Current wait lists are estimated at those times Real procurement will become longer as the Siemens, Hitachis and others of the world prioritize the top customers and governmentsWant to build a data center? Then you have to wait 2.5 years for the power transformers alone (and 3 years for the step ups)
- Gold stocks just woke up from their hangover
- Copper just opened gap up 👀Copper hit an all time weekly high again And news counts are lower than the long term average Copper = arteries of AI
