$26.5B for memory chips. good luck financing a copper mine.

Wall Street can still find money for AI very quickly. SK Hynix just raised about $26.5B in its U.S. listing, even after a pullback in chip stocks. That is a huge number, and it says investors still want exposure to the AI infrastructure chain. The slower part is everything underneath it. More chips mean more data centers, more power infrastructure, more substations, more transmission, more electrical equipment, and eventually more copper demand. AI capital can scale in quarters. Copper supply us