URGENT BROADCAST

2PM AEST – THURSDAY, 23 JULY
Fat Tail Investment Research

...

Two superpowers.
One narrow band of
critical AI resources.
And five mining
stocks at the heart of the
biggest
bidding war in market history

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EVENT DETAILS

  • WHAT: The Super Bid-Up – urgent broadcast detailing five stocks at the frontier of  the AMERICA — CHINA bidding war
  • WHO: James Cooper – veteran exploration geologist turned resource analyst, whose picks have more than doubled the return of the ASX since 2022
  • WHEN: 2pm AEST – Thursday 23 July
  • WHERE: Private, online broadcast – email registration required (free)
  • TAKE AWAY: During the event, James will reveal the name and ticker of one strategic investment that could lead the charge over the next 12 months

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IN THIS BROADCAST
YOU WILL DISCOVER:

  • CHINA: How Beijing weaponised the AI supply chain — banning exports of one critical metal and sending the price soaring 250%
  • WASHINGTON: Why the Pentagon just paid double the market price for a single strategic asset — and how Australian investors can take advantage
  • MUSK: How Elon was forced to confess — on a public earnings call — that his most ambitious project is being held hostage by a 3.5-kilogram lump of metal he can't source
  • THE PATTERN: How this same super bid-up has unfolded three times before in the last 125 years — building fortunes for investors already in position as prices ran wild
  • FIVE “AI Supply Kings”: The little-known stocks sitting at the heart of the supply chain Washington, Beijing, Musk and the hyperscalers are now bidding trillions to own
  • CATALYST — THE 2027 COLLISON: How 5 converging forces could push demand for AI resources through the roof
  • FREE — NAMED IN THE EVENT: One asset you can buy today to give you immediate exposure to this unstoppable, multi-trillion dollar bidding war

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James Woodburn

James Woodburn
Publisher, Fat Tail
Investment Research

AI doesn't run on code, or chips, or algorithms.

It runs on rocks.

On copper, rare earths, natural gas, silicon, gallium, silver, germanium and tantalum.

These are the raw, physical materials that every AI server, every super chip and every next-gen robot is built from.

And there aren't enough of them on earth — not by a long shot — to feed the colossal demands of the erupting AI economy:

  • ONE hyperscale AI data centre can swallow 50,000 tonnes of copper — more than some entire countries use in a year.

The United States alone has more than 1500 new data centres in the pipeline right now.

  • A single Nvidia A100 AI chip contains DOZENS of different elements from the periodic table.

Including tantalum, cobalt, gallium, silicon and nickel. A single hyperscale AI cluster contains tens of thousands of these chips.

  • Tesla's Terafab — Musk's new $50 billion semiconductor factory in Texas will be three times bigger than Central Park…

Demanding TONNES of gallium, germanium, silicon and tantalum when production begins in 2027.

  • Each one of Elon Musk's Optimus robots needs 3.5kg of rare earth magnets.

And he's talking about building TENS OF MILLIONS of them.

  • Microsoft, Amazon, Google and Meta have now signed contracts to bring more than 10 gigawatts of nuclear power online just to feed their AI servers.

Uranium prices have tripled in three years.

  • Goldman Sachs estimates the power demands of AI will drive $720 billion in new electricity grid spending alone.

Every kilometre of it is strung with copper.

That’s just a taster of the explosive demand – an irreversible resource megatrend that industry experts The Oregon Group call “a 10-year critical minerals supercycle”.

And that’s why certain stocks connected to the colossal AI scale-out are already beginning to rip:

...

When you look at these demand spikes… and these price explosions… you might see a boom. Or a megatrend. Or maybe even a bubble.

But you'd be wrong.

This is a war.

A bidding war — waged between the two mightiest superpowers in history, armed with unlimited cheque-books and a willingness to do whatever it takes to control the resources the future runs on.

On one side, China — which has spent two decades quietly cornering the supply of nearly every critical mineral that matters, and has already begun cutting off the West to prove the point.

On the other, America — now invoking emergency powers, signing radical executive orders and buying direct stakes in mining companies for the first time in modern history.

This isn't just about who builds the best chatbot. It's a contest for the single biggest economic engine of the next hundred years — and the military supremacy that comes with it.

AI will decide who dominates trade, industry and finance for the next century. It will decide which currency the world does business in. It will decide who controls the semiconductor supply chains, the energy grids, the shipping lanes, the satellites — and, ultimately, the battlefield itself.

Whoever wins the AI war will set the terms for global capitalism and global power for generations.

Neither Washington nor Beijing can afford to lose. As US Secretary of Defense Mark Esper put it:

"Whichever nation harnesses AI first will have a decisive advantage on the battlefield for many, many years."

And "harnessing AI" isn't code. It's copper. It's rare earths. It's uranium.

...

Whoever locks down the physical raw materials of the AI economy wins control of the next century.

And the small group of companies that mine, refine and process those materials just became the most strategically valuable businesses on earth.

This is a super bid-up for control of a narrow band of finite resources critical to the biggest technological revolution of our age — the AI scale-out that JP Morgan estimates will require $5 trillion in capital before the decade is out.

Supply cannot keep up with demand, igniting the biggest squeeze in market history:

...

As a result — over the last 12 months alone — a narrow band of mining stocks at the frontier of this bid-up are surging in price…

MP Materials (Nasdaq: MP) +79%
Faraday Copper (TSE: FDY) +499%
Liontown Resources (ASX: LTR) +146%
Kodiak Gas Services (NYSE: KGS) +122%
Mineral Resources (ASX: MIN) +190%

Obviously, not every stock in this sector will surge like the examples above. What I’m showing you here is the extreme upside potential when you lock on to the right company at the right time. As an Australian investor you’re in an incredible, and potentially very lucrative sweet spot.

The bidding war for these mission-critical AI resources between the US and China presents you with the kind of profit opportunity that's only been seen a handful of times in the last two hundred years…

And on each occasion it has created fortunes for those positioned in the right stocks at the right time.

  • World War II: Allied and Axis governments fought a secret bidding war for strategic metals — tungsten, chromite, ball bearings — racing to lock up supply from neutral countries before the other side could. Mission critical resource prices surged.

Historians call it 'preclusive purchasing' — the wartime template for what the Pentagon is doing today. 

  • The 1970s: the US, Europe, Japan and the Soviet bloc bid against each other for energy security after OPEC seized pricing power.

The oil services sector — the picks-and-shovels of the energy crisis — became the trade of the decade. Schlumberger exploded 50-fold between 1962 and 1980, compounding investor money at 37% per year through the 1970s alone.

  • The 1990s: the world's telecoms giants bid each other into the ground for fibre optic cable.

AT&T, MCI, WorldCom and dozens of foreign carriers raced to lay glass at any cost. Corning, the company supplying the cable, ran up more than 1,000% in four years — and saw its market cap soar to $115 billion at the peak

  • The China supercycle (2002–2011): China bid Western and Japanese industrial buyers off the table for the rocks Beijing needed to industrialise.

Iron ore went from around $20 a tonne to a peak of $187 in February 2011.

BHP, Rio Tinto and Vale delivered some of the largest mining profits in history — and Fortescue Metals went from a struggling exploration company to one of the world's largest iron ore producers.

And now, in 2026, with AI capex already racing toward $900bn, and rising…

...

A NEW Super Bid
-Up has begun!

Don't sit on the sidelines. Don't stand back and make way for everyone else to make a potential fortune.

But don't go in blind, either. Mining stocks – especially small ones – can be volatile, high-risk investments, and you should never invest more than you're prepared to lose.

That's why you'll want James Cooper in your corner. He's a veteran geologist and resource investor with 20 years of field experience – from Barrick Gold to the tiny explorers – and he's spent his career learning how to separate genuine opportunities from expensive sob stories.

Now he shows Australian investors how to take strategic stakes in high-potential small mining companies, with the risks weighed as carefully as the potential rewards.

In our exclusive online broadcast, James will be focusing his analysis on five companies positioned at the chokepoints of the global AI supply chain...

A contested supply chain that Washington, Beijing, Musk and trillion-dollar tech giants are now openly bidding for — at industrial scale.

And James believes now is the perfect time to take your position.

Because 2027 could mark the moment five unstoppable forces crash into the same narrow band of critical AI resources.

  1. Hyperscaler spending surges — with cap-ex expected to soar past $1 trillion, the AI build-out is bigger than the construction of US railroads and the Apollo Space Program combined.
  2. Data centre construction accelerating — over a hundred new data centers will come online, consuming tonnes of rare metals, minerals and enormous amounts of energy
  3. New chip foundries, like Elon’s colossal $55b Terafab — demanding record quantities of strategic minerals, energy and water
  4. Humanoid robots entering mass production — Tesla, Figure AI, BMW, XPeng and others are moving from prototype demonstrations to factory rollouts, creating an entirely new source of demand for rare earth magnets, copper, semiconductors and batteries.
  5. And the world's two superpowers escalating their battle to lock down supply — a wave of new tariffs, restrictions and export bans threaten to squeeze supply and add geopolitical premiums to prices.

Together, this collision of forces could trigger the biggest scramble for copper, rare earths, uranium, gallium and other AI-critical materials in modern history.

We’re holding this event to make sure you have the chance to take maximum possible advantage. 

That’s why, just for showing up, you'll get the name and ticker of James’ #1 move to make today.

All you need to do is register — for free — to get on our viewing list:

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2:00pm AEST,
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A WORD FROM
JAMES COOPER

“I've been waiting my whole career for this moment.
James Woodburn

James Cooper

For twenty years, I've worked the world's resource frontiers — as an exploration geologist for the majors, in basins from West Africa to the Pilbara. I've seen booms, busts, and the occasional once-in-a-generation setup.

What's happening right now in AI-critical resources is the biggest of the lot.

We don't know which AI app will win. We don't know which model will dominate. We don't know if it will be OpenAI, Google, Meta, or some Chinese rival nobody has heard of yet. We don't even know whether the United States or China will come out on top.

But we do know what every one of them needs.

Every single AI company on earth — every data centre, every chip foundry, every humanoid robot factory — is built on the same narrow band of materials. Copper. Rare earths. Uranium. Gallium. Tantalum. Silver. There is no version of the AI future that doesn't run through them.

That makes this trade something I almost never get to say: an unmissable opportunity for investors who position now. The picks-and-shovels companies — the miners, the refiners, the processors — don't have to pick the winner. They get paid by everyone in the race.

And this isn't guesswork. It's already happening.

Inside our portfolio, we've already locked on to companies at the frontier of this historic bidding war — walking away with 239% from Fireweed Metals (2026), 43% from Power Minerals (2023), 175% from Southern Cross (2023), 67% from Sovereign Metals (2024), 104% from Kodiak Gas Services (2025)…

And while not all of my picks have come good, we’re also sitting on open positions of 64%, 175%, 122% and many more on companies that could have a long way to run yet.

But all of that is just the warm-up act.

We're at the very beginning of what I believe will be a decade-long super-trend, with trillions of dollars in capital already committed. The Pentagon is spending. The hyperscalers like Amazon, Meta, OpenAI and Microsoft are spending. China is spending.

And a colossal chunk of that money is all but guaranteed to flow through the coffers of the diggers and drillers who supply the materials they need to make their AI dreams a reality.

When we go live at 2pm on 23 July, I’ll share details on my 5 highest conviction buys, with the biggest upside potential.

All you have to do is register and tune in.”

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Too Long, Didn’t Read
– Executive Summary

  • THE SUPER BID-UP: China and the US are spending trillions to control the AI supply chain. The bidding war is on.
  • THE STAKES: $7 trillion of AI capex is chasing a narrow band of finite resources — copper, rare earths, uranium, gallium.
  • THE PATTERN: Three bidding wars in 125 years. Each one minted generational fortunes. The fourth has just begun.
  • THE STOCKS: Five “supply kings” at the heart of the AI supply chain Washington, Beijing and the hyperscalers are now bidding trillions to own.
  • THE ANALYST: Veteran geologist James Cooper — his picks have more than doubled the ASX since 2022.
  • THE CATALYST: In the coming months 5 converging forces could push demand for AI critical resources to incredible highs and the stocks at the frontier could rule the market.
  • YOUR FREE TICKER: Tune in and walk away with the name and ticker of Cooper's #1 move to make today.
  • YOUR PRE-EVENT PRIMERS: Register now to receive a series of short, valuable briefings, so you can hit the ground running when we go live.

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