You threw out a wild $5,000 figure yet failed to provide even a single fundamental scenario in which it actually falls that low
Investors decide en masse following the US midterms to pull out of AI. Over the next few months, datacenter projects become abandoned, contracts are shredded, and all the resources allocated for them (both for the datacenters themselves and for the electricity needed to power them) suddenly have nowhere to go. The market becomes flooded with these resources, including copper, and the value tanks.
Do I think this will happen? Probably not. Could it happen? Sure, why not?
Investors decide en masse following the US midterms to pull out of AI. Over the next few months, datacenter projects become abandoned, contracts are shredded, and all the resources allocated for them (both for the datacenters themselves and for the electricity needed to power them) suddenly have nowhere to go. The market becomes flooded with these resources, including copper, and the value tanks.
Do I think this will happen? Probably not. Could it happen? Sure, why not?