๐จ Bullish on DataCenter? Morgan Stanley says BUY Copper ๐ง ...
๐จ Bullish on DataCenter? Morgan Stanley says BUY Copper ๐ง
๐ "increase in number of data centres globally would benefit copper the most"
๐ "Cu best played with OW $Rio Tinto Ltd(RIO.AU$ , OW $Evolution Mining Ltd(EVN.AU$ (~30% Cu revenue exposure) & OW 29M (we see negatives largely priced in)" OW= OVERWEIGHT
๐ "increase in number of data centres globally would benefit copper the most"
๐ "Cu best played with OW $Rio Tinto Ltd(RIO.AU$ , OW $Evolution Mining Ltd(EVN.AU$ (~30% Cu revenue exposure) & OW 29M (we see negatives largely priced in)" OW= OVERWEIGHT
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