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Copper
Industrial metal commodity used in construction, electronics, and infrastructure.
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"I will pick copper. We are still completely underestimating how short we are in terms of the global demand supply dynamics of a handful of critical elements that we need."
Attribution: Chamath recommends copper as his biggest business winner for 2026, citing massive supply shortages and broad industrial applications
All-In Podcast
mentioned
"Dollar has dropped as gold and silver and copper have ripped."
From:
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
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▶ 1:09:59
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Jan 2026
Attribution: Host mentions copper as one of the commodities that performed well, neutral factual mention