- Moonshot Minute
- Posts
- Nvidia lit the fuse. Copper is the explosion.
Nvidia lit the fuse. Copper is the explosion.
Everyone saw Nvidia’s demand shock. Nobody saw this part coming.
Donald Doge
December 12, 2025
Subscribe to Moonshot Minute Premium to read the rest.
Become a paying subscriber of Moonshot Minute Premium to get access to this post and other subscriber-only content.
A subscription gets you:
• Access to my analyst team's research
• An inside view of where I'm investing my money
• Alerts for when I buy and sell
• Much more...