The Ascent

happyprofit's pseudonymous Substack on investing, technology, and markets — long-form theses on the AI / compute / energy "substrate" winners through…

1 episodes · 31 trades · 1 speakers

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@The Ascent

2mo

The Ascent

IDEAS · 31

URNURNMLONGUranium is the cleanest expression of AI buildout meeting the energy bottleneck, structural bull market for the decade.$47.92-21.85%›COPCOPXLONGCopper enters a structural bull market, 30% supply deficit by 2035 with mines that take 17 years to build.$77.65-10.92%›GOLGOLDLONGGold is a hold-for-the-decade position as states debase money managing transition costs.$4,039.04-10.18%›REMREMXLONGRare earths reprice higher as China controls processing and the West scrambles to secure supply.$65.63-34.27%›

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