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News & Videos
Welcome to our news & videos page. Here you can see the latest YouTube and Twitch videos from Jay, plus our latest blogs.
In The Press


“Smith, better known online as Jaynemesis, drives the investment decisions of more than 21,000 people with $40 million in assets who copy his trades on a digital platform called eToro. When he loads up on shares of FedEx, so do they, and when he shorts the Nasdaq index, they do that, too..”
YouTube

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Blog Posts


Copper: The Bottleneck Beneath Everything
Every sub-theme of electrification - sub-sea cables, data centers, renewables, grids, EVs - relies on a single key raw material: copper. The more I've researched the next 5-10 years, the more I think the market is too relaxed about how tight this gets.
Aug 183 min read


The Electro Continent
Brussels wants to turn Europe into the world's first Electro Continent, with electricity supplying 46% of the EU's final energy consumption by 2040, double today's 23%. Here's what the plan means in reality.
Jul 316 min read


Super El Nino - A Risk Markets Aren’t Pricing
El Nino and La Nina events have climate and weather impacts that reach around the world. What a Super El Nino could mean for crops, energy and supply chains, and why I think it's a risk markets aren't pricing.
Jun 158 min read


Japan: New Market, New Opportunities
eToro recently added Japanese stocks to the platform, and it's opened up some names I've been following for a while but never had access to. I still think Japan has some great businesses worthy of investment.
Jun 15 min read


Cable Cluster Q1 Earnings
Cable companies have become a core sub-theme of my portfolio, tying into Electrification, AI, and Renewable Energy. An update now that Prysmian, Nexans and NKT have all reported Q1 2026 earnings.
May 275 min read
Electricity and Data Centers
Data centers could consume as much as 12% of all US electricity by 2028, up from around 4.4% in 2024. As AI's footprint grows, is a backlash coming?
Jan 136 min read
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