Back in September of 2025 I reiterated my bullishness on #copper in @blackb1rdco, and we've seen upside from my original entry price on $COPX from $47 to ~$92.
Starting to trim some here as I believe this rally has been a bit overextended but the thesis remains the same.
@investingluc Recent acquisition of Ask Sage also bullish. Ask Sage already has FEDRAMP IL5/6 + ARR growth of 6x yoy, and it expected to grow BBAI rev by $250 million.
@MINHxDYNASTY Copper is a near perfect bet for the long run. Best conductor known to man, used in data centers, defense, EVs, consumer electronics, etc. Rocketing demand + supply shortage + degrading ore qualities + grasberg mine shortage = generational supply shock + insane upside for copper.
Case study:
One of our valued members, called ticker $QNC at $1.27 CAD on Sep 12, 2025.
Current price: $4.73 CAD, ATH $5.12 CAD
Resulting in a current profit of 273% in a month and a half.
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Friday's crash is once again another reminder of how important pure unadulterated macro analysis is. We were fortunate enough to have one of our lead market commentators flag the fragility 2 weeks prior, allowing the rest of the network to position risk-aversely. We hope that everyone who was affected is doing ok.
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@3KComeback Markets will be choppy up until the announcement. Depending on how Jerome frames the cuts, if he even does, markets will then decide a directional bias. Markets may continue to chop if he is vague during the speech.
@kycefn Jerome would cut rates, however, in providing a reason for the decision it would make sense if he were to present it ambiguously. This gives the Fed more room to reposition if inflation were to creep back up, and they can also test the waters to see how the markets would react.
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