It’s the AI supercycle, and everything exposed to it is in for the ride. What’s not spoken about as much is the commodity-related stocks that are benefiting from the trend. So, in this episode, Equity Mates’ Ally Selby was joined by Spheria’s Brittany Isakka and Northstar Impact’s Claudia Kwan for their analysis of five of these very stocks.
Stocks Mentioned:
Pilbara Minerals (ASX: PLS)
Chrysos Corporation (ASX: C79)
Sims (ASX: SGM)
Vysarn (ASX: VYS)
Bannerman Energy (ASX: BMN)
Chapters:
00:34 Pilbara Minerals
02:57 Chrysos Growth Story
05:18 Sims AI Opportunity
09:26 Why Vysarn Stands Out
11:12 Bannerman Energy Thesis
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Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.
A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people
today.
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Buy or Sell is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Buy or Sell is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
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