20d (edited) • General discussion
Copper
- Everyone talks about AI chips
- Copper quietly becoming one of the most important AI trades makes a lot of sense
- Data centers, power demand, grids, cooling... all roads eventually lead back to commodities
- Copper Giants:
- $FCX
- $SCCO
- $TECK
- Copper Growth:
- $HBM
- $ERO
- $LUNMF
- Next-Gen Copper: $IVPAF $NGEX $FILO
- High Beta Copper:
- $TGB
- $TRQ $CSCCF
- Copper ETF:
- $COPX
- My top pick is HBM (balance of growth + real assets)
10
10 comments
Copper
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