Trade Ideas
Gold protects against currency debasement.
Gold is a hedge against monetary instability and currency debasement driven by massive global debt and money printing. As central banks are forced to print more money, gold will appreciate relative to paper assets.
Copper prices can reach $8-10.
Copper is in shortage due to electrification and AI buildout. Prices could easily rise to $8-10 per pound over the next couple of years because new supply is hard to bring online.
Silver has structural supply deficit.
Silver is in structural shortfall and is strategic for AI/data center buildout. Prices could easily double from $80 given supply deficits. He favors buying silver producers that generate strong cash flow at $50-70 silver.
Nickel demand rising, supply tight.
Nickel is a key commodity needed for electrification and AI infrastructure. Supply is short and demand is increasing, making it a beneficiary of the commodity supercycle.
Commodity supercycle is underway.
We are in a commodity supercycle driven by three factors: massive AI/data center capital spending, aging population requiring robotics/AI for productivity, and global debt crisis leading to currency debasement. This will push up prices across the commodity complex.
Amazon provides diversified AI exposure.
Amazon benefits from AI through its cloud business and investment in Anthropic. It has a diversified revenue stream and is safer than pure-play AI companies, though it is spending all free cash flow on capex.
Google is a safer AI play.
Google (Alphabet) is a diversified AI beneficiary with less volatility than pure-play AI companies. He holds a smaller position as a safer way to participate in AI.
Apple participates in AI indirectly.
Apple is being pulled into the AI space, but is not spending on the bleeding edge. It remains a core holding that benefits from the broader tech trend.
Schneider Electric benefits from AI buildout.
Schneider Electric (Snyder) supplies electrical components for data centers and electrification. It trades at a lower valuation than Eaton and is a strong way to play the AI infrastructure buildout.
Eaton benefits from electrification trend.
Eaton is a strong US-based company providing electrical components for data centers and is a beneficiary of electrification and AI.
Roper is an oversold software value.
Roper Technologies is a software company that has been oversold. It provides specialized software for verticals (autism centers, daycare) and will use AI to enhance its products, not be displaced.
Insurance stocks are deeply undervalued.
Insurance stocks are widely disliked and trade at 6-8 times earnings with high double-digit returns on equity. He buys disciplined insurers that protect book value and compound returns, expecting them to re-rate when the cycle turns.
Berkshire is a low-risk cash-rich holding.
Berkshire Hathaway offers a low-risk way to own a portfolio of great businesses plus a massive cash pile that provides optionality. It's better than money market funds or bond funds, and he recommends buying and holding it for the next few years.
This Wealthion video, published May 13, 2026,
features Jonathan Wellum
discussing GLD, COPPER, SILVER, NICKEL, DBC, AMZN, GOOGL, AAPL, SU.PA, ETN, ROP, KIE, BRK.B.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jonathan Wellum
· Tickers:
GLD,
COPPER,
SILVER,
NICKEL,
DBC,
AMZN,
GOOGL,
AAPL,
SU.PA,
ETN,
ROP,
KIE,
BRK.B
