Luke Martin|Aug 04, 2026 14:16
Druckenmiller was asked what he would buy if he was starting a portfolio from scratch and the first commodity he picked was copper
"It's not a genius trade, it's a big consensus trade. But there's no supply coming on for the next 8 years. You have a big add-on from Ai & data centers."
https://x.com/VentureCoinist/status/2027487042335060421/video/1(Luke Martin)
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