This stock is Kincora Copper Limited, ticker KCC on the ASX and TSXV — and Kincora Copper is the sponsor of this post.

Most people think about AI through GPUs, chips, and data centers, but the physical infrastructure behind AI also needs a massive amount of copper.

AI data centers, EVs, power grids, and electrification all require copper for wiring, power systems, cooling infrastructure, and electrical equipment.

Kincora Copper is a gold-copper explorer in New South Wales, Australia, with a district-scale portfolio across the Macquarie Arc and Cobar Basin.

What makes the company interesting is its hybrid prospect generator model. Instead of funding every drilling program alone, Kincora brings in partners to help fund exploration while keeping exposure to potential discoveries.

One major partner is AngloGold Ashanti, which has committed up to A$100 million through earn-in/JV agreements subject to conditions and milestones, across part of Kincora’s ground.

Kincora also has several potential catalysts ahead, including pending results from its Condobolin drilling program and more than 25,000 metres of drilling approved across four projects.

If copper demand keeps rising from AI data centers, electrification, EVs, and grid upgrades, companies exploring for new copper-gold systems in stable mining regions could become more important.

⚠️ This is sponsored content. Kincora is an early-stage mineral exploration company. Exploration is speculative, Kincora has not declared any mineral resources on its current properties, and this is not financial advice.

Most investors understand the AI trade through chips, data centers, and large language models, but another layer is becoming increasingly important: using AI to build, test, secure, and ship software faster.

That is where GitLab fits in.

GitLab is a DevSecOps software platform that helps companies manage the software development process from one place. Its platform is used for source code management, CI/CD, security testing, compliance, collaboration, and software deployment.

Its platform is tied to areas like:

What makes the story more interesting is GitLab’s push deeper into agentic AI through the GitLab Duo Agent Platform.

The goal is to help developers and companies use AI agents across the software lifecycle, from writing and reviewing code to improving security, fixing issues, and automating parts of the development workflow.

The financial growth has also remained solid.

GitLab recently reported $286.3 million in quarterly revenue, up 21% year over year, with customers generating more than $100,000 in ARR rising 17% to 1,571.

The company also raised its fiscal 2027 revenue outlook to $1.129 billion to $1.133 billion, which helped fuel the stock’s recent move higher after earnings.

Why We Are Watching:

GTLB gives investors exposure to several growing software themes:

The key risk is competition. GitLab operates in a crowded software development market against major platforms like Microsoft-owned GitHub and other enterprise software tools.

The company is also still reporting GAAP losses, so investors will want to see continued growth, stronger profitability, and real adoption of its AI products.

However, as AI creates more code across companies, teams will need better ways to secure, manage, review, and deploy that software.

GitLab gives investors exposure to that AI-powered software development layer.

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Disclaimer: Momentum is for educational and research purposes only. Nothing in this email is financial advice, a buy/sell recommendation, or a trade alert.