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COP

COPPER

20 tracked calls · 20 long · 0 short · last 90d: 12L/0S
first called by Navigating Uncertainty 6mo ago
COPCOPPERLONG4w ago
“More transformers, cables and busbars support structurally higher copper demand.”
AU🧲

Copper demand rises structurally as the BTM AI power buildout requires more transformers, cables, and busbars than a grid-connected model would.

COPCOPPERLONG@ $6.02
$6.54+8.58%
since call Jun 27
peak +8.6%
Trade on Hyperliquid →
COPCOPPERLONG1mo ago
“Another potential beneficiary is the upstream material companies that make these:”
Serenity

Power semi makers cite bulk metal and packaging costs as reasons for price hikes, making copper a direct upstream beneficiary of the demand surge

COPCOPPERLONG@ $6.19
$6.54+5.56%
since call Jun 26
peak +6.8%
Trade on Hyperliquid →
COPCOPPERLONG1mo ago
“A 1GW datacenter requires 50,000 tons of copper, with copper already projected to be in shortage even without AI demand.”
Chamath Palihapitiya

Copper is structurally short as AI datacenter buildout creates demand that dwarfs existing projections.

COPCOPPERLONG@ $6.32
$6.54+3.43%
since call Jun 23
peak +5.6%
Trade on Hyperliquid →
COPCOPPERLONG1mo ago
“copper, which I like a lot I really like a lot still. So 1.7% today on copper. Again, if it makes a move and it wants to rip above 66, 67, haha, I'm interested.”
ThreadGuy

Copper is the metal he still really likes, interested if it rips above 66-67

COPCOPPERLONG@ $6.49
$6.54+0.75%
since call Jun 17
peak +2.0%
Trade on Hyperliquid →
COPCOPPERLONG1mo ago
“I always talk about the Copper Chads, but I'm yet to be one. But it does look interesting. Very, very, very, very, very, very interesting on copper.”
ThreadGuy

Structural copper deficit from stalled mine supply plus AI and electrification demand keeps prices bid.

COPCOPPERLONG@ $6.53
$6.54+0.07%
since call Jun 16
Trade on Hyperliquid →
COPCOPPERLONG1mo ago
“The copper thesis is that it's some level of AI bottleneck that all the smartest people in the world are bullposting...”
ThreadGuy

Copper looks ready to break out on AI and robotics bottleneck demand pushed by influential voices.

COPCOPPERLONG@ $6.63
$6.54-1.37%
since call Jun 15
Trade on Hyperliquid →
COPCOPPERLONG1mo ago
“But the one that I care the most about is copper. I like copper. I like copper. And I think that All In podcast— copper.”
ThreadGuy

Copper is a long-term winner; All In and Chamath blessing the critical-minerals theme

COPCOPPERLONG@ $6.35
$6.54+3.01%
since call Jun 11
peak +3.0%
Trade on Hyperliquid →
COPCOPPERLONG1mo ago
“the one that I like the most is copper. And I am not really looking... I've convinced myself this is a bottleneck of robotics and AI and the most interesting…”
ThreadGuy

Copper is the overlooked bottleneck of robotics and AI, the most interesting metal even as gold craters.

COPCOPPERLONG@ $6.35
$6.54+2.89%
since call Jun 10
peak +5.2%
Trade on Hyperliquid →
COPCOPPERLONG1mo ago
“the one I like the most is copper, and it just got reject fucked at ATH again.”
ThreadGuy

ThreadGuy says copper is the metal he likes most and lays out an AI-bottleneck demand thesis with chart and use-case support. Clear directional long despite the failed breakout.

COPCOPPERLONG@ $6.45
$6.54+1.36%
since call Jun 3
peak +1.4%
Trade on Hyperliquid →
COPCOPPERLONG2mo ago
“copper, which This is gonna be a fun one... you sort of got your like ATH, you're like real ATH break, pull back to sit right on top of it”
ThreadGuy

Copper as the AI bottleneck trade, clean ATH break and retest holding on top

COPCOPPERLONG@ $6.65
$6.54-1.76%
since call May 13
Trade on Hyperliquid →
COPCOPPERLONG2mo ago
“I will pick copper... We are still completely underestimating how short we are”
ThreadGuy

Copper is the AI bottleneck: data centers, chips, weapons all need it and supply is structurally short to 2040

COPCOPPERLONG@ $6.70
$6.54-2.50%
since call May 12
Trade on Hyperliquid →
COPCOPPERLONG2mo ago
“we need copper for data centers, right? We need copper for other things that we build in, in the economy … we need agriculture.”
Forward Guidance · Danny Dayan

Copper and agriculture commodities rally on real supply shortages from data centers and the economy

COPCOPPERLONG@ $6.03
$6.54+8.45%
since call May 6
peak +8.5%
Trade on Hyperliquid →
COPCOPPERLONG3mo ago
“grades are dropping or deposits are getting deeper, mineralogies are getting more complex, and it just means it's going to be a lot harder to make copper in the future.”
TBPN

Falling ore grades and deeper deposits make new copper harder to mine while electrification demand climbs, lifting price.

COPCOPPERLONG@ $6.10
$6.54+7.10%
since call May 1
peak +9.9%
Trade on Hyperliquid →
COPCOPPERLONG3mo ago
“includes copper, that is the PMI side … I think copper is going higher”
Jordi Visser

Copper goes higher as PMIs rise and the industrial AI buildout pulls demand

COPCOPPERLONG@ $6.10
$6.54+7.23%
since call Apr 26
peak +7.3%
Trade on Hyperliquid →
COPCOPPERLONG3mo ago
“to build out that compute, you need real assets. You need, you know, these, these commodities.”
Forward Guidance · Tyler Neville

The AI compute boom is anchored to scarce real commodities, driving inflation upside in those inputs

COPCOPPERLONG@ $6.24
$6.54+4.73%
since call Apr 15
peak +6.5%
Trade on Hyperliquid →
COPCOPPERLONG4mo ago
“Take advantage of the weakness you're going to see in silver, in copper during this period like this”
Jordi Visser

Copper rallies as AI buildout demand meets industrial supply; buy the dips

COPCOPPERLONG@ $5.23
$6.54+24.97%
since call Mar 22
peak +25.0%
Trade on Hyperliquid →
COPCOPPERLONG5mo ago
“Trump's doing stockpiling, China's doing stockpiling … invest in critical minerals, of which silver, copper are included.”
Jordi Visser

Copper shortage plus stockpiling makes copper a core AI-materials trade

COPCOPPERLONG@ $5.84
$6.54+11.87%
since call Feb 8
peak +12.2%
Trade on Hyperliquid →
COPCOPPERLONG6mo ago
“You're going to have a pullback … the copper-silver story, which is needed for electricity, and the fact that we have supply shocks”
Jordi Visser

Copper rises on AI electricity demand and supply shocks, despite a pullback

COPCOPPERLONG@ $6.00
$6.54+8.94%
since call Feb 1
peak +11.5%
Trade on Hyperliquid →
COPCOPPERLONG6mo ago
“the asset that is set up to go absolutely parabolic is copper... right now, Jason, we are on a path by 2040 where we will be short about 70% of the global…”
All-In Podcast

Chamath frames copper as the bottleneck metal for data centers, chips and weapons systems under a unilateral national-security regime, with structural supply falling far short of demand. He doubled down later by naming a basket of critical metals as his best-performing asset of 2026.

COPCOPPERLONG@ $5.86
$6.54+11.51%
since call Jan 10
peak +11.5%
Trade on Hyperliquid →
COPCOPPERLONG6mo ago
“As copper emerges as the world's most strategic resource , the Great Powers shift their focus from the Middle East to the Andean region .”
Navigating Uncertainty

Copper becomes the most fought-over resource as energy and tech demand explode, making it structurally more valuable.

COPCOPPERLONG@ $6.37
$6.54+2.66%
since call Jan 7
peak +4.8%
Trade on Hyperliquid →