5 ASX stocks exposed to the new commodities supercycle

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