Stanley Druckenmiller: “We own copper. There is no new supply coming over the next 8 years, and we have a big add-on from the data center buildout.”
Copper is up 50% over the past year.
And we haven’t seen the peak shortage.
Since the Spring, Berkshire Hathaway is beating $QQQ by over 10%. In the July/August area, it was blowing out to a 20% spread. That will now happen again.
Live from the World Nuclear Symposium 2026: What is driving renewed investor interest in uranium?
John Ciampaglia sits down with Jimmy Connor to discuss the uranium market's structural supply-demand imbalance, the rise of AI-driven electricity demand, and the growing momentum behind nuclear energy.
Hear their perspective on why many investors are taking a fresh look at the sector. sprott.com/insights/world-nu…#Uranium#Nuclear#EnergySecurity#CriticalMaterials#WNS2026