COPX
8 tracked calls · 8 long · 0 short · last 90d: 5L/0S
first called by Jordi Visser 6mo ago
LONG1mo ago
“he makes a claim that we might need as much copper in the next 18 years as humanity mined over the last 10,000.”Jordi Visser
Copper demand explodes for the AI buildout; we may need as much in 18 years as in all of human history.
COPXLONG@ $86.74
$77.63-10.50%
since call Jun 14
LONG1mo ago
“Over the next 18 years we're going to need as much copper as we mined in the last 10,000 years. That means we're going to need 5 world-class mega tier 1 mines…”All-In Podcast
Copper price easily doubles as 18yr demand needs equal all copper mined in 10,000 years vs dying supply
COPXLONG@ $80.08
$77.63-3.06%
since call Jun 10
LONG2mo ago
“The IEA projects a roughly 30% copper supply deficit by 2035 under current pipelines. New copper projects take about 17 years from discovery to production.”The Ascent · happyprofit
Copper enters a structural bull market, 30% supply deficit by 2035 with mines that take 17 years to build.
COPXLONG@ $87.16
$77.63-10.93%
since call May 30
LONG2mo ago
“Have your PMI trades on and make them all related to AI.”Jordi Visser
Copper, grid equipment, nat gas, capital goods rerate as PMI turns up into a late-cycle AI regime
COPXLONG@ $85.90
$77.63-9.62%
since call May 10
LONG2mo ago
“you could literally bet on copper for the wires that are needed for data centers and uranium to power it … you don't have to care about anything else outside…”Market Bubble
Buy copper and uranium as the picks-and-shovels of the AI data center buildout
COPXLONG@ $83.61
$77.63-7.15%
since call May 7
LONG3mo ago
“If the Iran situation was having an impact, you'd see the metals going down. They're not going down.”Jordi Visser
Copper holding all-time-high territory; industry leaders bullish, Iran shock not denting metals
COPXLONG@ $83.78
$77.63-7.34%
since call Apr 26
LONG3mo ago
“the real economy is actually accelerating or increasing its appetite … its working capital demands, and that is sucking liquidity out of markets.”Forward Guidance · Michael Howell
Commodities rising as a strong real economy lifts working capital and energy demand
COPXLONG@ $86.40
$77.63-10.15%
since call Apr 22
LONG6mo ago
“You want to right now short any company that suffers from abundance. And to get to abundance, we have a scarcity side. You want to invest in scarcity.”Jordi Visser
Short companies hurt by AI abundance; invest in the scarce inputs that enable it
COPXLONG@ $83.94
$77.63-7.51%
since call Jan 25