Crescat Capital’s Tavi Costa says miners are trading at a record discount to tech on a free cash flow yield basis. The gap is notable because metals remain essential to the AI buildout, underscoring miners’ strategic role in the sector.
published
Crescat Capital’s Tavi Costa says miners are trading at a record discount to tech on a free cash flow yield basis. The gap is notable because metals remain essential to the AI buildout, underscoring miners’ strategic role in the sector.
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