AI Can’t Eat If the Grid’s Starving
AI needs power — and lots of it. Geof explains why the real winners of the AI boom might not be tech stocks at all… but something far more elemental.
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Tag: metals – aluminum
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Market Radar: AI, Aluminum & Uranium — The Power Problem No One’s Ready For
Geof explains how AI, aluminum, and uranium are converging into a power-hungry trifecta — and why it’s moving markets in unexpected ways.
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Market Radar: Gold’s $100 Rebound, Tariff Warnings from Walmart, and TEX as a “Pick & Shovel” Play
Gold surged $100 overnight — and that’s just the start. Geof Smith breaks down the market’s reaction to this morning’s data and the “pick & shovel” play he’s eyeing now.
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