The Metal Inside Every AI Data Center Rack (And 3 ETFs to Watch)
Earn Your Leisure
iHeartPodcasts
4.9 • 7.9K Ratings
🗓️ 4 February 2026
⏱️ 4 minutes
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Summary
Gold and silver keep pushing to new highs, so the question becomes: what’s next? We break down why copper is a real contender, especially with the AI data center buildout, GPU racks, and cooling systems where conductivity matters. Then we drop 3 copper tickers to add to your watch list: COPX, COPP, and CPER. If you want to follow the money, this is where you start.
#Gold #Silver #Copper #ETFs #AI #Investing #MarketMondays #EarnYourLeisure
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Transcript
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| 0:00.0 | This is an IHeart podcast. |
| 0:02.5 | Guaranteed Human. |
| 0:04.4 | So gold and silver was up again today. |
| 0:10.4 | Yeah. |
| 0:10.6 | Go back a little bit, but it was up again today. |
| 0:13.4 | All time high. |
| 0:14.3 | First time ever gold over $5,000. |
| 0:18.8 | Silver Cross 100. |
| 0:20.4 | Yeah. |
| 0:23.9 | We were talking about this with Mike Novagrats. time we saw Mike Novagrass if you don't know him he's a billionaire remember his name um he's one of those |
| 0:29.4 | he's one of those ones um gold just keeps going so now everybody's looking at what's next |
| 0:36.7 | copper yeah copper platinum Gold just keeps going. So now everybody's looking at what's next? Copper? |
| 0:38.3 | Yeah, copper, platinum. Yeah. |
| 0:42.3 | You know what? And again, just being on the tour, right, if we looked and for a lot of people, |
| 0:49.3 | it was the first time that they ever saw a GPU rack, right? And when we opened that rack, you looked inside the end, |
| 0:56.8 | I think we were standing next to each other. |
| 0:58.5 | I'm like, yeah, they're actually showing them |
| 1:00.7 | with the components of what goes in this rack, |
| 1:02.8 | who's making these racks, who's doing the liquor cooling. |
| 1:05.4 | And inside of each rack, what metal was in there? |
| 1:10.3 | Copper. And so, copper, was in there? Copper. |
| 1:11.6 | And so, |
... |
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