Live Briefing · Matt McCall

The Next Gold Rush

Why Copper, Rare Earths, and Mining Stocks Are the Biggest Opportunity Most Investors Are Ignoring

📅 Wednesday, July 1 5:00 PM ET Free to Attend

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What Matt Will Cover
Why the AI boom is creating a massive, largely overlooked demand surge for copper, rare earths, aluminum, and other critical metals
Why we may be in the early stages of a commodity supercycle unlike anything since China's industrialization in the early 2000s — and why this one could last longer
The supply crunch most investors don't know about — new mines take 10–15 years to come online, and prices can only go one direction
How defense spending is quietly becoming another major commodity catalyst
Where Matt sees the best early opportunities across both AI infrastructure and metals/mining right now

The AI boom isn't just a story about chips and data centers — it's quietly becoming the biggest demand catalyst for industrial metals in decades. Every data center, every grid upgrade, every new power line needs copper, aluminum, and rare earths at a scale most investors haven't connected yet. The supply side can't keep up. New mines take 10–15 years to come online, which means prices have nowhere to go but up.

Matt believes we may be entering a commodity supercycle unlike anything since China's industrialization in the early 2000s — except this one has more behind it: AI infrastructure buildout, a reshoring push, and rising defense spending all pulling on the same limited supply of critical metals at the same time.

This Wednesday, Matt is going live — free — to walk through the AI-driven demand surge, the supply crunch nobody is talking about, and where he sees the best early opportunities across both metals and mining stocks right now.

MM
Matt McCall
Founder, NXT Wave Research
Founder of NXT Wave Research and one of the most recognized names in early-stage investing. Matt has spent decades identifying disruptive companies before Wall Street catches on.
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The commodity supercycle thesis is just starting to get institutional attention. This is the early opportunity.