The Order Book Edge

The Order Book Edge

Market Analysis

Beyond the Doom: Why AI’s Physical Reality Makes Copper the Ultimate Contrarian Play

The algorithms are shorting tech equities, but going long the metal that makes AI possible. Here’s why the "AI doom and gloom" narrative is missing the point.

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The Order Book Edge
Jul 07, 2026
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If you’ve been following the financial narrative lately, the US tech sector is supposedly on the brink. The headlines are saturated with AI doom and gloom: China AI restrictions, tech profit-taking, AI rally exhaustion, and a Nasdaq that looks increasingly fragile.

But while the doomers stare at software valuations and equity multiples, they are entirely…

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