Heavily tied to Chinese industrial demand and sensitive to Middle East geopolitical crises and trade talk postponements.

Specifically mentioned as a 'huge opportunity' among mining company equities, which are considered cheap relative to the coming demand for minerals.

Mentioned for collaborating with Amazon to supply copper, which is a bullish indicator for the demand for its mined materials, especially in a tight copper market.

A partnership with AWS to develop new refining technology could be a massive catalyst, potentially unlocking vast, previously uneconomical copper reserves and making it a dominant, low-cost producer.

Partnered with Amazon Web Services (AWS) to underwrite a new, more efficient chemical process for refining low-grade copper deposits, which could be significant if successful.

Viewed as a third or fourth derivative AI play, supplying the essential raw materials needed for the AI infrastructure build-out.