Is Copper the New Nvidia?

In this episode of The Podslice Daily, TechSlice and CryptoPod break down “The Great Disconnect” in the copper market. It’s 2026, and the old economic rules no longer apply. We explore how AI data centres are devouring global copper supply, why ageing mines in Chile can't keep up, and why your tech-heavy portfolio might need a "physical" hedge. Plus, a look at the $13,000 price target and the "China Wildcard." Thank you for listening to or reading our content. Subscribe for free to receive new posts and support our work. Chapters: * (00:00) Intro: The AI Trade’s Blind Spot * (01:15) The Great Disconnect: Industrial vs. Tech Metal * (02:45) The Math: 475k Tons of New Demand * (04:30) The Supply Cliff: Why We Can’t Just Dig More * (06:10) The China Risk & Green Energy Floor * (07:20) Portfolio Strategy: COPX as a Hedge * (08:00) Conclusion & Thought Experiment Tags: #Copper #Commodities #AIInvesting #COPX #TechStocks #Economics #Investing2026 #SupplyChain #InflationHedge Related Recommended Listening: ... Copper Supply Shortage 2026 Analysis ... This video provides a deep dive into the structural supply shortage facing the copper industry starting in 2026, reinforcing the “Supply Cliff” arguments discussed in the script. Disclaimer: The content presented in this podcast is for informational and entertainment purposes only and should not be construed as financial or investment advice. The hosts are not registered financial advisors. Please consult with a professional before making any investment decisions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jakwakwa.substack.com