We nailed this call at the start of the year—and here's why it still holds up. Unless breakthrough tech like superconductors or carbon nanotubes hit the market, copper remains the only real play. AI is driving explosive demand for this under-supplied material. The numbers don't lie: production can't keep pace with what data centers and semiconductor manufacturing need. This supply crunch isn't temporary. It's structural, and savvy investors should be paying attention to how tight copper markets could reshape both traditional markets and crypto correlations.