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Otavio (Tavi) Costa: Tech sector now more capital-intensive than mining sector

Otavio (Tavi) Costa: Tech sector now more capital-intensive than mining sector
Tech surpasses mining in capital intensity

Otavio (Tavi) Costa, portfolio manager at Crescat Capital, observes a significant change in market dynamics. He points out that the technology sector has become more capital-intensive than mining, marking a fundamental shift. According to Costa, mining companies currently offer stronger margins, healthier balance sheets, and more attractive growth potential. He also suggests that miners present a more asymmetric way to invest in the artificial intelligence thesis.

Costa has previously highlighted the closure of a significant monetary gap and described gold as enduring “true money” rather than credit in earlier commentary. In separate analysis, he observed that agricultural commodities recently broke above nearly 20-year resistance levels as diesel prices and mortgage rates climbed, according to recent research. These earlier views add context to his current focus on shifting capital dynamics between sectors.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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