The pump is cheaper.
The headlines are screaming crisis.
The US is still running the TACO in Iran.
Now, the greatest oil supply shock in history.
I filled up last week for around 50 cents a litre less than a fortnight earlier.
Something isn’t adding up.
And that’s usually where the real opportunity sits.
Because, while everyone’s fixated on the doom loop that is akin to 2020, the capital flows are telling a completely different story.
Amazon just put another $5 billion (or so) into Anthropic. Valuation jumped from around $350 billion to roughly $850 billion in a few weeks.
The first $1 trillion AI name is now within touching distance… Anthropic or OpenAI?
Microsoft and Google writing 11-figure cheques into compute… $1.5 billion data-centre builds going through even in remote parts of back-end Australia.
That kind of money and activity isn’t saying this is a bubble about to burst.
And all that capital spills into hardware, memory, power, and metals. It’s that spillover, not the headlines, that tends to be the real trade.
I break the whole thing down in today’s video…
What’s flowing, what’s being mispriced, and why you should be using the tools available to you to get out of your own way!
Until next time,
Sam Volkering
Investment Director, Southbank Investment Research
PS I said I wanted to hear from you, and I do. Are fuel prices actually bothering you… or is it more something you chat about with mates at the pub? Be honest. Are you feeling it, or just figuring out how to play it? Email me your thoughts at feedback@southbankresearch.com.
