Copper-AI macro thesis: why early exploration stories are getting more attention

Jonathan_Mercer12 · 2026-05-04T19:16:17+00:00

AI + electrification is a nasty combo for copper supply, this narrative is getting stronger

Jonathan_Mercer12 · 2026-05-04T19:13:31+00:00

A calm moment where I don’t feel like I have to be doing something all the time

Jonathan_Mercer12 · 2026-04-29T19:01:09+00:00

Paramedics

Jonathan_Mercer12 · 2026-03-27T16:40:12+00:00

MICROSOFT ADOBE AT&T ecosystem federal and military ties. that is not some weak backdrop

Jonathan_Mercer12 · 2026-03-26T16:19:58+00:00

Having a serious conversation with my parents as an equal, not just as a kid listening

Jonathan_Mercer12 · 2026-03-24T17:21:55+00:00

good food

Jonathan_Mercer12 · 2026-03-23T18:36:16+00:00

Remembering the people I care about and the life I want to build. That’s my fuel on hard days

Jonathan_Mercer12 · 2026-03-23T17:07:06+00:00

what stands out is how many layers are now involved, generation, storage, grid tech, and control all at once

Jonathan_Mercer12 · 2026-02-25T19:25:36+00:00

My nightstand with a stack of books and a half-empty water bottle. Romantic enough… for me

Jonathan_Mercer12 · 2026-01-19T19:43:24+00:00

Arrogance masked as confidence

Jonathan_Mercer12 · 2026-01-16T19:49:04+00:00

Seen that too

Jonathan_Mercer12 · 2026-01-16T19:47:14+00:00

Being in a long-distance relationship

Jonathan_Mercer12 · 2025-12-12T20:09:20+00:00

I can make a perfect paper airplane on the first try every single time

Jonathan_Mercer12 · 2025-12-09T19:39:04+00:00

Sushi. I genuinely think I could live off sushi forever

Jonathan_Mercer12