Dr. Leak

[Ted @TedPillows]

Stocks are dumping.
Gold is dumping.
Silver is dumping.
Crypto is dumping.
Bonds are dumping.
Even Oil is dumping.

If everything is dumping, where the hell is money going?

[Oliver Groß @minenergybiz]

Metal inventories are running low 👀👇

[Doctor Profit 🇨🇭 @DrProfitCrypto]

Bitcoin is following DrProfits words

Expecting total bottom at the 40s

Thats when I will buy big again

[The Spectator Index @spectatorindex]

Price increase since 1st of January, 2026.

Sulfur: +106%
Lithium: +50%
Bitumen: +46%
Urea: +40%
Rice: +35%
Canola: +28%
Wheat: +27%
Rubber: +22%
Wool: +22%
Cotton: +21%
Aluminium: +21%
Tea: +20%
Milk: +11%
Palm oil: +11%

[The Spectator Index @spectatorindex]

Price increase since 1st of January, 2026.

Sulfur: +90%
Urea: +59%
Bitumen: +40%
Cotton: +31%
Rubber: +23%
Rice: +23%
Wool: +22%
Wheat: +20%
Palm oil: +12%

[SilverTrade @silvertrade]

🚨US M2 MONEY SUPPLY HITS NEW RECORD HIGH $22.7 TRILLION⚠️

🔥Combine record M2 money supply with a USDX that is rolling over, along with China DUMPING US T-bonds & accelerating their gold & silver purchases, & you have NITROUS FUEL for the next MAJOR LEG UP in gold & silver:

[Charlie Bilello @charliebilello]

Global Inflation Rates are on the RISE...

Video: https://t.co/ULXdYkHQjs

[Willem Middelkoop @wmiddelkoop]

Are you ready for the Mining Supercycle?

We are 😇

[Lin @Speculator_io]

Follow the leading stocks:

Market Leaders
$SNDK SanDisk +385.78%
$BE Bloom Energy +220.77%
$STX Seagate +157.80%
$LITE Lumentum +150.39%
$WDC Western Digital +143.67%
$CIEN Ciena +121.85%
$NOK Nokia +101.52%
$FIX Comfort Systems +98.96%
$ENLT Enlight Renewable Energy +94.73%
$VRT Vertiv Holdings +93.73%
$MRVL Marvell Technology +90.17%
$ASX ASE +89.39%
$ARM Arm Holdings +87.07%
$MU Micron +83.72%
$UI Ubiquiti +81.98%
$GLW Corning +78.02%
$NBIS Nebius +77.60%
$Q Qnity +75.46%

Next-Gen Leaders
$AAOI Applied Optoelectronics +404.65%
$MXL MaxLinear +332.87%
$ICHR Ichor +235.70%
$VIAV VIAVI Solutions +206.54%
$FSLY Fastly +171.73%
$POWL Powell Industries +154.94%
$AMPX Amprius +146.69%
$VICR Vicor +140.90%
$FORM FormFactor +137.63%
$CDNL Cardinal Infrastructure +128.07%
$AGX Argan +119.71%
$DOCN DigitalOcean +111.39%
$ADEA Adeia +90.42%
$GNRC Generac +87.95%
$PL Planet Labs +85.80%
$VSAT Viasat +85.63%

Speculative Leaders
$AXTI AXT Inc +458.14%
$LWLG Lightwave Logic +400.62%
$AEHR Aehr Test Systems +342.77%
$SATL Satellogic +270.10%
$XNDU Xanadu Quantum +261.20%
$OPTX Syntec Optics +197.24%
$SPIR Spire Global +137.65%
$NVTS Navitas Semi +132.67%
$UAMY United States Antimony +131.43%
$USAR USA Rare Earth +114.41%
$BKSY BlackSky Technology +85.16%
$WULF TeraWulf +81.98%
$FCEL FuelCell Energy +77.41%
$CRML Critical Metals +75.21%

[Kacper Piotr Kaminski @Kacper_PK_CH]

Long nickel (LME), what can I say.
Hopefully the better companies will catch up soon.
$CNC $CTC $NICU

[Rock Bottom Entries @RockBtmEntries]

Lithium is doing it.

+6% overnight.

Nearing escape velocity.

[Otavio (Tavi) Costa @TaviCosta]

Agricultural commodities are now breaking out decisively from nearly 20-year resistance.

Just as expected:

When energy moves, food prices tend to follow.

This is deeply concerning for society, yet it aligns with the broader macro trend.

People will point to isolated narratives like droughts, but that misses the bigger picture.

This is a second-order effect of the energy issue.

https://t.co/II9JJhU4ql

[David Burrows @barometerca]

Agricultural commodities are breaking out higher.

Food inflation incoming.

#Corn #Wheat

[Charlie Bilello @charliebilello]

Since the start of the Iran war
Jet Fuel: +68%
Sulfur: +59%
Heating Oil: +52%
Urea: +49%
Brent Crude Oil: +49%
Diesel: +45%
WTI Crude Oil: +44%
European Natural Gas: +38%
Gasoline: +38%
Fertilizer: +23%
Bitcoin: +15%
Palm Oil: +12%
Coal: +10%
Iron Ore: +8%
S&P 500: +4%
$VIX: -9%

[Lin @Speculator_io]

Rare earths supply is still the #1 national security priority.

𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀
$MP MP Materials
$IDR Idaho Strategic Resources
$USAR USA Rare Earth
$TMQ Trilogy Metals
$REEMF Rare Element Resources

𝗠𝘂𝗹𝘁𝗶-𝗠𝗶𝗻𝗲𝗿𝗮𝗹𝘀
$CRML Critical Metals Corp
$TMC TMC the metals company
$TMRC Texas Mineral Resources
$UAMY United States Antimony
$NB NioCorp Developments
$NUUU Energy Fuels
$AREC American Resources
$PPTA Perpetua Resources
$IPX IperionX

𝗖𝗼𝗽𝗽𝗲𝗿
$SCCO Southern Copper
$lE Ivanhoe Electric
$TMQ Trilogy Metals
$TGB Taseko Mines
$ERO Ero Copper
$HBM Hudbay Minerals
$FCX Freeport-McMoRan

𝗨𝗿𝗮𝗻𝗶𝘂𝗺
$LEU Centrus Energy
$UEC Uranium Energy
$UUUU Energy Fuels
$CCJ Cameco
$URG Ur-Energy
$DNN Denison Mines
$ISOU IsoEnergy.
$AEC Anfield Energy
$NXE NexGen Energy
$UROY Uranium Royalty
$EU enCore Energy

𝗟���𝘁𝗵𝗶𝘂𝗺
$TSLA Tesla
$ALB Albemarle
$LAC Lithium Americas
$SGML Sigma Lithium
$IONR ioneer
$SQM SQM
$RIO Rio Tinto
$ATLX Atlas Lithium
$SLI Standard Lithium
$ABAT American Battery Tech

𝗚𝗿𝗮𝗽𝗵𝗶𝘁𝗲
$NVX NOVONIX
$NMG Nouveau Monde Graphite
$WWR Westwater Resources

𝗔𝗻𝘁𝗶𝗺𝗼𝗻𝘆
$NVA Nova Minerals
$UAMY United States Antimony
$USAS Americas Gold and Silver

𝗕𝗲𝗿𝘆𝗹𝗹𝗶𝘂𝗺
$MIRN Materion

[Aksel Kibar, CMT @TechCharts]

#INDUSTRIAL #METALS Big base. Breakout soon. Is that inflationary?

[Charlie Bilello @charliebilello]

Since the start of the Iran war
Jet Fuel: +68%
Sulfur: +56%
Heating Oil: +52%
Urea: +49%
Diesel: +45%
Brent Crude Oil: +45%
WTI Crude Oil: +42%
European Natural Gas: +40%
Gasoline: +37%
Fertilizer: +23%
Bitcoin: +16%
Palm Oil: +14%
Coal: +10%
Iron Ore: +8%
S&P 500: +4%
$VIX: -6%

[Gustavo Martínez @GustavoBolsa]

Super ciclo de Commodities

Trump acaba de hacer algo que el mercado ni ha visto aún. La invocación de la Ley de Producción de Defensa para la red eléctrica americana: cuando el Estado declara una infraestructura como esencial para la defensa nacional y despliega capital federal para expandirla a toda velocidad, lo que está haciendo es garantizar una demanda masiva, sostenida e inelástica de metales críticos. Una demanda que no negocia con el precio.

Y esa demanda va a chocar frontalmente con una oferta estructuralmente incapaz de responder a corto plazo. Recuerden el ciclo de Howell => Exceso de oferta choca contra la inelasticidad del activo duro.

El resultado es que la plata, cobre y el resto de metales críticos tienen un catalizador nuevo y respaldado por el Tesoro americano.
El gobierno acaba de meter otra marcha más hacia la siguiente fase del superciclo de commodities.

Señores, Long metales.

[Rock Bottom Entries @RockBtmEntries]

Everyone is watching oil.

The real squeeze is in fertilizers.

Food inflation comes next.

[Dr. Leak @C_Leak7]

@marcfriedrich Ich denke viele haben es nicht auf dem Radar. Nahrung, Wasser, Düngemittel. Auch ein Bill Gates hat in den letzten Jahren viel Agrarland gekauft, vielleicht nur ein Zufall? Vieles wie auch gewisse Rohstoffe sind noch immer unterbwertet.