How do I use this thing? Girl Dad, golf nut, disgruntled Leafs fan. Founder and President of North Star Investor Relations @IRNorthStarnorthstarir.ca TorontoJoined January 2022
This is absolutely insane:
There are now $40 BILLION worth of US data centers under construction, up +400% since 2022.
For the first time in history, the value of US data centers under construction will soon EXCEED office buildings.
This is a historic shift.
(a thread)
Bloomberg on copper today, ‘The Global Copper Supply Squeeze Is Coming’
Copper supply dynamics have rarely looked this tight, making the market vulnerable to a shock that could send prices soaring.
China, meanwhile, is absorbing more and more of the world’s available supply as…
It's not an ATH in Amerigo Resources $ARG.to, but only because it's one of the few juniors that's been around since before the GFC. This is, however, a new 17 year high and that'll do nicely.
What are some Canadian listed companies that would likely benefit from Canada's commitment to increase defense spending? $PNG.V, $FTG.T $KWE.V.... who else?
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