copper
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 15, 2026 by Dallas Dolen · across every show →
Everything said about copper, oldest first
May 15, 2026 neutral
Dolen: AI infrastructure deployment is constrained by chips, labor, and copper
“You have commitments to spend money, but the actual ability to benefit from the spend of money, and even the ability to deploy it, those are Severely limited by actual supplies of chips and workers to build the buildings themselves. And of course, even the tel…”