# AI infrastructure stocks — X 热门讨论 (2026-09-20 18:51 UTC)

## @AlexMasonCrypto (Alex Mason 👁△) · 09-20 17:51 · ♥71 ↻9 💬15 🚨 SOMETHING VERY STRANGE IS HAPPENING

Anthropic will go public in November at a $2T valuation.

The biggest IPO in market history.

And Wall Street is already lining up the buyers before it happens.

I've been trading for more than 15 years and have never seen them build demand for an IPO this aggressively:

Anthropic is preparing to raise $100 BILLION.

Nvidia is lining up as much as $10 BILLION as an anchor investor.

Read that again:

The company selling the chips powering the AI boom is about to become one of the biggest buyers of the AI company going public.

Before the public even gets in.

Why?

Because Anthropic does not just create demand for Anthropic.

It pulls liquidity from everywhere else:

- Retail sells stocks to chase the IPO. - Funds raise cash for allocation. - Institutions rebalance portfolios. - Everyone wants exposure to the biggest AI deal in history.

But here is where most people are looking at it wrong.

They’re asking:

WHAT WILL ANTHROPIC TAKE MONEY FROM?

I’m asking:

WHERE WILL ALL THAT MONEY GO NEXT?

That capital funds more compute:

More compute means more chips.

More chips = more data centers.

More data centers = more electricity, grid infrastructure and raw materials.

The chain is simple:

ANTHROPIC → CHIPS → DATA CENTERS → POWER → COPPER

That is where the opportunity starts.

The first phase of the AI boom was about the models:

ChatGPT. Claude. Gemini.

The next phase is about the physical infrastructure needed to keep them running.

Electricity. Power grids. Semiconductors. Data centers. Cooling. Copper.

I told you to buy copper months ago.

We already locked in BIG profits.

And that wasn’t random:

AI does not run on prompts. It runs on physical infrastructure.

Now look at Nvidia:

AI companies spend billions buying Nvidia chips.

Nvidia makes billions from that demand.

Now Nvidia is preparing to put as much as $10 BILLION BACK into Anthropic.

AI money → Nvidia → Anthropic → more compute → more infrastructure

A $100B raise does not stop at Anthropic.

It works its way through the entire AI supply chain.

The easy AI trade was buying the obvious names.

The next trade is finding the bottlenecks BEFORE everyone else realizes they are bottlenecks.

That is what I’m looking for now.

That is where the next opportunity will be.

Remember, I’ve been trading markets for over 15 years.

I’m already watching where this capital is moving next.

When I find the next opportunity worth taking, I’ll post it here like I always do.

Turn notifications on.

If you’re not following yet, you’ll understand why that was a mistake later. > 引用 @AlexMasonCrypto: 🚨 I BOUGHT BITCOIN IN 2015. HERE’S WHAT I’M BUYING NOW:

Copper.

I’ve bought over 2 tonnes in the last 2 months.

I rented a storage unit specifically for this.

Anyone who actually understands this tweet will do extremely well.

Here’s why I’m buying 1 tonne of copper every month:

1. THE AI ENERGY SHOCK

Copper demand isn’t surging because of cars.

It’s surging because AI needs power, cooling, and massive amounts of wiring.

A 2026 report projects global data-center capacity will 10x by 2040.

You can’t just plug AI into the existing grid.

AI servers consume extreme power and require liquid-cooling systems that rely heavily on copper plates and piping.

Upgrading the grid to handle this load requires millions of miles of new copper transmission lines.

2. THE GREEN TRANSITION ISN’T SLOWING

Even without AI, the electrification numbers are insane.

An EV uses ~3x more copper than a gas car (≈80kg vs ≈23kg).

Wind and solar farms are massive copper sinks.

We’re trying to rebuild the entire global energy infrastructure in 25 years…

Using a metal that hasn’t been mined yet.

3. THE SUPPLY CLIFF (THE REAL ALPHA)

This is where the Bitcoin comparison becomes literal.

There are no new major copper mines.

It takes 17–20 years to permit and build one.

Even if a massive deposit were discovered today, it wouldn’t produce metal until the 2040s.

Grades are declining. The easy copper is gone.

We’re digging deeper for lower-quality ore.

S&P Global projects a 10 MILLION TONNE annual copper deficit by 2040.

That’s ~25% of global demand that simply cannot be met at current prices.

WHY I BOUGHT OVER 3 TONNES IN TWO MONTHS

I didn’t buy mining stocks. Their valuations are largely fiction.

I bought physical copper.

In a world of digital abundance (unlimited fiat, unlimited code)…

The only real wealth is physical scarcity.

I treat these tonnes as a generational hedge.

When the supply squeeze hits in the late 2020s and early 2030s…

Copper won’t just be an industrial metal.

It becomes a strategic asset.

Manufacturers will bid aggressively just to keep factories running.

I’m front-running that panic.

Copper prices today are a gift.

See you in 2030.

How do I know this?

I’ve been in macro for 15 years and predicted all the market tops and bottoms for the last 15 years.

When I EXIT the markets completely, I’ll say it here publicly, like I always do.

From now on, I’ll share my moves publicly. If you want to win big, follow and turn notifications on.

Many people will wish they followed me sooner. https://x.com/AlexMasonCrypto/status/2101731097482592419

## @Dr_Singularity (Dr Singularity) · 09-20 18:21 · ♥36 ↻8 💬2 stock market 2027

Because of huge digital workforces, even better AI video models with much longer outputs, AI able to create AAA games (billions of tokens needed for one output), 3D AI, Virtual Reality/world building AI, AI creating complex software, super math AI, physics AI, biology AI, and generally science AI, token usage will explode next year.

Demand for compute, data centers, memory, and data center infrastructure will be ginormous.

The stock market (AI related stocks) will see a bull run like never before in history. > 引用 @Dr_Singularity: 2027 - economy will get stranger

As soon as next year, we will almost certainly see a boom in extremely lean startups where small teams of just 10-50 people orchestrate 10 000-50 000 AI agents (digital workforce) and generate the kind of output that previously required medium size corporations.

This will emerge first in knowledge intensive industries: software, research, finance, design, media, biotech, legal work, consulting, and other fields where most of the value comes from work done mainly on computers rather than through physical activity.

Company size, headcount, and productive capacity begin to decouple.

And once that model works, it will spread incredibly fast. https://x.com/Dr_Singularity/status/2101738643262243089