data center infrastructure Archives

Vintage comic-book-style cover illustration featuring a portrait of mining entrepreneur Robert Friedland pointing upward, with panels showing a mining trade show, business meeting, global mining map and urban scene beneath the headline “Hiding in Plain Sight.”

Copper’s Next Bull Market May Be Hiding in Plain Sight…Robert Friedland -( $CPER $FCX $GEV $IVN.TO $IVPAF $RIO )

by John F. Heerdink, Jr. 5 hours ago 50Views 0Likes

Robert Friedland, the billionaire mining entrepreneur and founder of Ivanhoe Mines (IVN.TO, IVPAF), has framed the copper challenge in language built for a boardroom, and perhaps a geological time scale. His warning: to sustain roughly 3% global economic growth, humanity may need…

AI, Bond Yields and Big Bets: Why the Bull Case Is Getting More Selective -( $GOOG $NVDA )

by John F. Heerdink, Jr. August 18, 2026 126Views 0Likes

This bullish market story examines how rising bond yields are reshaping—not ending—the investment opportunity set. It highlights **NVIDIA (NASDAQ: NVDA)** and its enormous AI data-center ambitions, **Alphabet (NASDAQ: GOOGL, GOOG)** and the growing strategic value of proprietary business data, and the emerging…

AI’s Memory Moment: Why SK Hynix Is Turning a Cyclical Chip Business Into Strategic Infrastructure -( $AMD $ASML $MU $MSFT $NVDA $SKHY )

by John F. Heerdink, Jr. August 14, 2026 312Views 0Likes

The artificial-intelligence boom is often told through the familiar names of the computing stack—NVIDIA Corp. (NASDAQ: NVDA), Advanced Micro Devices Inc. (NASDAQ: AMD), Microsoft Corp. (NASDAQ: MSFT), Alphabet Inc. (NASDAQ: GOOGL), Amazon.com Inc. (NASDAQ: AMZN) and Meta Platforms Inc. (NASDAQ: META). But…

Tag: data center infrastructure

Copper’s Next Bull Market May Be Hiding in Plain Sight…Robert Friedland -( $CPER $FCX $GEV $IVN.TO $IVPAF $RIO )

AI, Bond Yields and Big Bets: Why the Bull Case Is Getting More Selective -( $GOOG $NVDA )

AI’s Memory Moment: Why SK Hynix Is Turning a Cyclical Chip Business Into Strategic Infrastructure -( $AMD $ASML $MU $MSFT $NVDA $SKHY )

Your Guide To Staying Informed In The Markets