Why do we like copper? Itโs the backbone of AI.
Data center power trasmission and cabling rely on it.
Sometimes the โnextโ theme is obvious.
In copper, we prefer $TMQ.
Metal mania ๐ฅ
On December 30, we flagged $MU as a BUY at 290.
It has gained almost $100 in less than a month.
Timing matters in the market and this case was one of them.
Follow us for real-time trade ideas and market insights.
๐จLeopold Aschenbrennerโs largest position in his $1.5B hedge fund is call options on $INTC ๐จ
His thesis: AI will shape global power, and the US cannot lose its only advanced chip fab