Everyone keeps talking about Artificial Intelligence.
The trillion-dollar opportunity...
The force that’s reshaping markets and rewriting the future...
But here’s the twist. The real winners of this story might not be the AI companies at all. They might be the countries that feed the machines.
While Wall Street chases shiny tech names, the countries sitting on the raw materials that power the AI revolution are stealing the spotlight.
These are the Commodity Nations.
They mine copper, nickel, uranium, and platinum. They refine the metals that make the chips work and the grids hum.
And the data tells the truth. While the S&P 500 is up just over 15% this year, the stock markets of the Commodity Nations are up two, three, or even four times as much.
Peru and South Africa are leading the charge, with gains of 60% and 57% in 2025, respectively. Brazil, Chile, Norway, and Canada are all posting massive outperformance.
Even the so-called "boring" markets, such as Australia and the UAE, are beating the United States benchmark by a wide margin.
Most investors are still busy talking about AI. But the market is quietly rewarding the countries that supply the essential building blocks of that same AI revolution.
We're seeing the early stages of a new global rotation into real assets.
For those of us who follow price and momentum, this is the trade of the year.
The story is clear in the data:
Peru leads the world in 2025 with a gain of more than 60%, followed by South Africa at 57%, and Brazil at 37%. Chile, Norway, and Canada are all posting strong double-digit returns.
At the bottom of the list are Indonesia and Saudi Arabia. Both are heavily exposed to energy, which has been one of the weakest areas of the commodity space this year. Outside of those two, every other commodity nation is outperforming the S&P 500.
While most investors are chasing tech stocks, the smart money is flowing into the miners, exporters, and resource-rich economies that make the entire AI boom possible.
The technicals tell the same story:
Our All Star Charts Commodity Nations Index, which tracks an equally weighted basket of Australia, Brazil, Canada, Chile, Indonesia, Norway, Peru, Saudi Arabia, South Africa, and the UAE, has just broken out to fresh multi-year highs.
This index has spent the past three years building a launchpad for the next bull market, which is now underway.
The markets that drive the world’s natural resources are turning the corner and entering a brand-new markup phase.
As we previously mentioned, the returns this year have been extraordinary for these nations. Some might say it's stretched, but when we look at our custom index, it appears that this is just the beginning.
The Commodity Nations are back on top, and right now, they are the best game in town.
This week, we're outlining a leader in the AI utility industry. The company is vitally important to the AI revolution, and the market is continuing to handsomely reward its shareholders.
Premium members can see the entry and target levels below. 👇
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