$Albemarle(ALB)$ Sharing for coins. While it's being hyperbole for semiconductor and anything remotely linked to AI, you can't see the same kind of enthusiasm anywhere. 

I still think it's simply strange. It comes a point when building the actual AI related devices or chips can't happen because we are running low on raw materials... It has already happened but this has not yet been reflected in commodity prices.

Aluminium and copper show some upticks in prices in the week, however compared to the boom observed in the tech sector, it's simply heaven and earth if you ask me.

I get it they are called them commodities for a reason. However, we are not in a normal world. With Trump led US, everything has been polarised. What's your usual norm is no longer what we used to believe. What Israeli government started has become the American and Iranian's problem. The war has exemplified the raw materials division. The "haves" and "haves not". It also amplifies the US weakness. 

Try to tell it to the market participants, where highs after highs are made. Cost is bound to escalate when rubber hits the road... We will see what happens then.