# The Metal Inside Every AI Data Center Rack (And 3 ETFs to Watch)

An episode of [Earn Your Leisure](https://invisiblenetwork.ai/podcast/1450211392), 4 Feb 2026, 3:56.

Audio: https://podtrac.com/pts/redirect.mp3/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8dbc4f54-a337-4481-9ef2-b355012b0a3d/f6fe3f54-5f9e-41dc-af90-b3e701023a21/audio.mp3?utm_source=Podcast&in_playlist=eac4c628-29cb-469a-b5c8-b355012b0a48

Gold and silver keep pushing to new highs, so the question becomes: what’s next? We break down why copper is a real contender, especially with the AI data center buildout, GPU racks, and cooling systems where conductivity matters. Then we drop 3 copper tickers to add to your watch list: COPX, COPP, and CPER. If you want to follow the money, this is where you start. #Gold #Silver #Copper #ETFs #AI #Investing #MarketMondays #EarnYourLeisure See omnystudio.com/listener for privacy information.

## Transcript

[0:00] Speaker 1: So gold, gold and silver was up again today. It
[0:06] Speaker 1: looked like a little bit boy. It was up again
[0:08] Speaker 1: today all time, first time ever. Gold over five thousand
[0:13] Speaker 1: dollars and silver cross one hundred. Yeah, we were talking
[0:17] Speaker 1: about this with Mike Novagrats last time we saw Mike Novagrats.
[0:20] Speaker 1: If you don't know him, he's a billionaire, remember his name.
[0:24] Speaker 1: He's one of those. He's one of those. Gold just
[0:30] Speaker 1: keeps going. So now everybody's looking at what's next.
[0:33] Speaker 2: Copper, Yeah, copper, platinum is you know what?
[0:40] Speaker 3: And again, just being on the tour, right, if we
[0:44] Speaker 3: looked and for a lot of people, it was the
[0:45] Speaker 3: first time that they ever saw a GPU rack, right,
[0:49] Speaker 3: And when we opened that rack, you looked in so
[0:52] Speaker 3: I think I think we were standing next to each other.
[0:54] Speaker 3: They're actually showing them with the components of what goes
[0:57] Speaker 3: in this rack, who's making these racks, who's doing the
[1:00] Speaker 3: liquor cooling, and inside of each rack, what metal was
[1:04] Speaker 3: in there? Copper and so copper shout out the rugs,
[1:10] Speaker 3: shot the rugs, but copper is the metal. If we're
[1:13] Speaker 3: talking about expansion, especially inside of data centers, especially inside
[1:19] Speaker 3: of GPU racks, whether it's Google making them or in
[1:22] Speaker 3: video or meta that component is inside there, right, Because
[1:27] Speaker 3: we're talking about conductivity. Copper is one of those metals
[1:30] Speaker 3: that produces at a high level. Copper will play a
[1:32] Speaker 3: part in that. If you look at some of the ETFs,
[1:36] Speaker 3: don't really like them individually and in terms of copper
[1:38] Speaker 3: mining companies, but if you look at the ETFs, there's
[1:40] Speaker 3: a couple that have gone over one hundred percent over
[1:42] Speaker 3: the past twelve months. Yeah, so copper is there, and
[1:45] Speaker 3: I mean if you look at the cost area, right,
[1:47] Speaker 3: it's relatively cheap at this point, but there's a case
[1:54] Speaker 3: for it, right, Like there's a you can see the case.
[1:56] Speaker 3: You can see the build out, you can see part
[1:59] Speaker 3: of the AI story, hoppers part of it. So it's
[2:01] Speaker 3: something that we definitely should watch people on the watch list.
[2:04] Speaker 1: If somebody wants to buy a goal, should they should
[2:07] Speaker 1: they wait for a pullback or should they just what
[2:10] Speaker 1: should they do?
[2:11] Speaker 2: Wait for a pullback? And if you tune in next
[2:14] Speaker 2: week at the same time, I will give you the
[2:16] Speaker 2: exact price where to invest in g O D and
[2:18] Speaker 2: gold futures next week on market Monday. It's back to
[2:21] Speaker 2: your training.
[2:23] Speaker 1: There you have it. It's going to get the price
[2:25] Speaker 1: to my goal, because if you think about it, I
[2:26] Speaker 1: mean you think it would it would have pulled back,
[2:30] Speaker 1: draftic pullback if you know, some level of government stability happens.
[2:35] Speaker 1: What that doesn't look like at least three years or
[2:39] Speaker 1: at least three years, yeah, well at least a minimum.
[2:45] Speaker 2: And even then after that, if you follow the money,
[2:50] Speaker 2: they're putting their money into a few candidates that could
[2:53] Speaker 2: when next time around.
[2:55] Speaker 1: So as long as this, as long as this continues,
[2:59] Speaker 1: you think, oh we'll continue.
[3:01] Speaker 3: To go up and looks like it's going to continue,
[3:04] Speaker 3: I'm gonna give a one hundred will be here too.
[3:07] Speaker 3: I'm gonna give out some uh, some copper ETFs to
[3:12] Speaker 3: put on your watch list. First one is co op
[3:15] Speaker 3: X COPX is global x Copper Miners ETF And you
[3:20] Speaker 3: just look at that chart, man, one hundred and twenty
[3:22] Speaker 3: percent twelve months is nothing to sneeze at. Second one
[3:25] Speaker 3: is co opp Spout Copper Miners ETF. Another one another
[3:29] Speaker 3: one hundred plus percent over the past twelve months. Uh,
[3:33] Speaker 3: and then c p e R United States Copper Index one. Yeah,
[3:37] Speaker 3: put all three of those on your watch list if
[3:39] Speaker 3: you're looking to get into the copper space. Obviously that
[3:42] Speaker 3: AI story, it plays a role in it. And the
[3:46] Speaker 3: United States man, we uh, well where we spent one
[3:50] Speaker 3: billion over the Earth minimals one point six Okay, yeah,
[3:54] Speaker 3: there something always a story there

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