copper
3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement May 15, 2026 by Jaimin Rangwalla · across every show →
Everything said about copper, oldest first
May 15, 2026 bullish
Rangwalla: AI Accelerators Will Adopt More Optical Networking in 2–3 Years
“There's a scenario two, three years from now where there's going to be less copper and more optical, or at least like maybe not less copper, but more optical, right? Because it can transmit data faster, but there's limitations. It needs to be longer distance a…”
Jul 24, 2026 bullish