There’s a “Special Situation” Play on AI

Here's how you can start investing today ...

Every so often, the markets hand us an opportunity.

We often refer to these as “special-situation plays” – and we just need to grab them.

The very best special-situation opportunities are often “subplots” of a storyline we’ve been following.

And we’ve got one for you right now.

The big storyline is artificial intelligence (AI) – which researcher Market Growth Reports is forecasting to grow from about a $67.4 billion worldwide market in 2022 to a projected $501.8 billion market by 2026, a compound annual growth rate (CAGR) of 39.73% during that short run.

That’s huge.

But there’s a subplot at work here – a key “ingredient” that’ll “make AI go.”

That key ingredient is copper.

That metal is so crucial to AI’s success that it’s offering us a special-situation wealth opportunity … right now.

Copper is needed for connecting circuits …

It’s needed in AI data centers for the cabling that ties towers of computers together …

And it’s needed to build the electrical grids for those data centers.

Wealth management business J.P. Morgan believes that the rise of global data center power demand will lead to 2.6 million tons of new copper demand by 2030.

Picturing an increase of “2.6 million tons of copper” is a little challenging, but here’s the important takeaway: There is a growing supply/demand imbalance with copper.

New York City-based S&P Global believes that copper supply may not keep up with demand by as early as next year.

That imbalance could send copper prices higher – some analysts see prices zooming 75% higher within the next two years.

One expert, who recently sat down for an interview with Bill Patalon, Chief Stock Picker over at our affiliate publication Stock Picker’s Corner (SPC), forecasts prices could go even higher than that.  

In this concise interview, you’ll get even more details on this emerging supply/demand imbalance, the inside scoop on a new project, and most importantly – four potential ways to profit from this AI subplot.

That full interview is available here … for free.

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