About this episode

The episode discusses five ASX stocks that are benefiting from the new commodities supercycle driven by AI.

It’s the AI supercycle, and everything exposed to it is in for the ride. What’s not spoken about as much is the commodity-related stocks that are benefiting from the trend. So, in this episode, Equity Mates’ Ally Selby was joined by Spheria’s Brittany Isakka and Northstar Impact’s Claudia Kwan for their analysis of five of these very stocks. Stocks Mentioned: Pilbara Minerals (ASX: PLS) Chrysos Corporation (ASX: C79) Sims (ASX: SGM) Vysarn (ASX: VYS) Bannerman Energy (ASX: BMN) Chapters: 00:34 Pilbara Minerals 02:57 Chrysos Growth Story 05:18 Sims AI Opportunity 09:26 Why Vysarn Stands Out 11:12 Bannerman Energy Thesis ——— Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates . Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing. A big thank you to our sponsor bitcoin.com.au for helping to keep our content free. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving…

People in this episode

Host: Ally Selby

Guests: Brittany Isakka, Claudia Kwan

Topics covered

• ASX stocks
• commodities supercycle
• AI supercycle
• investment analysis
• stock market

Keywords

• ASX
• commodities
• stocks
• investment
• AI supercycle

Sponsors

bitcoin.com.au

Mentioned in this episode

Organizations: Equity Mates Media, Spheria, Northstar Impact

Products: Pilbara Minerals, Chrysos Corporation, Sims, Vysarn, Bannerman Energy

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