2026 crystal ball trades:
- Critical metals trade alive and well (overweight in tungsten & rare earths)
- Precious metals will trend higher (Gold 5500, Silver 125, Copper 6.5 by year-end)
- Re-shoring and manufacturing boom still intact
- Interest rates to trend lower (3.5% on the 10y by year-end)
- Technology and AI still firing on all cylinders, physical AI becomes a reality
- Space exploration kicks into another gear
Top holdings: $RKLB $PL $SILXY $LPTH $LUNMF $GOOGL $BWXT $NEM
@FirstSquawk Everyone in the industry has known for a long time about these scams. One of the most common was to apply through 5 or more shell companies, and somehow transfer the winning lottery application to your real company. Pretty lame they were allowed to do that.
@pepemoonboy You're right. But picking the winners is not a given, who knows how tokens will be priced once you have a mature infrastructure. Better to buy a big basket with exposure to as many themes as possible.
@NuggetCapital@VanIsleInvestor Lolll missiles are flying, strait has been shut for 3 months, and oil can't break $94 😂😂
Imagine what will happen when the aggressions stop. Will we finally hit Cathie Woods $12 target?
Barnacles. Operational minimums. Cushing about to be zero. SPR caverns going to collapse. Double digit interest rates from oil spike. Crude quality matters. World bout to run out of jet fuel. Shale about to rollover. Shale about to gas out.
All gonna end is heart break folks.
All these talks:
"inventories are reaching rock-bottom and drawdowns cannot continue"
"if the war lasts X more weeks there will be shortages around the world"
"oil will go to $200 once that happens"
are F-ing hilarious.
Do you guys really think you're smarter and better informed then the people calling the shots? LOL
@Rory_Johnston My thought remains: the US will soon have more oil then they will be able to shake a stick at. Inventory will be filled with Canadian heavy and Venezuela heavy while the domestic industry plus Alaska ramps up. Oil bulls are in for a world of hurt coming couple years imho.