RE: European Raw Materials Week, Brussels21 Nov 2025 15:48
The only "overinvestment" is in Nvidia with it's comedic and utterly unjustifiable mcap and that was true n months ago.
The real, and just as valid today, story re AI is that we don't have the infrastructure to support what is going to be required and that's where the commodities come into play with the requisite investments are *still* to be made - the share price of Wall Street's, and Pelosi's, latest megapump is neither here nor there.