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![JasonP138 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::259184090.png) Against All Odds Research [@JasonP138](/creator/twitter/JasonP138) on x 8633 followers
Created: 2025-07-21 20:09:45 UTC

AI isn’t just reshaping tech—it’s rewriting the commodity playbook.

Copper, rare earths, electricity, water—AI runs on real world inputs.

Follow the AI infrastructure buildout. The machines are smart. But the trade is in materials.

$FCX $SCCO $MP $TMC $NG_F $BTCUSD

![](https://pbs.twimg.com/media/GwaDZJWWAAAEyUV.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947388550858633674/c:line.svg)

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[Post Link](https://x.com/JasonP138/status/1947388550858633674)