Alexander T

Hybrid investments in the most active and trending markets | #NuclearEnergy #Uranium #Silver #Copper #Platinum #Robotics | founder |

[Alexander T @tatarsky_]

https://t.co/hB0jlI92a7

[Alexander T @tatarsky_]

@TheApeOfGoldST No idea. Only guessing. Looks like we lost good ticker. Additional research needed

[Alexander T @tatarsky_]

#Copper #AI

Copper isn't just an AI trade.
In 2026, copper output fell year-on-year at Codelco (11% H1), Escondida (28% Aug) and PTFI/Grasberg (20% Q3).
IEA's policy scenario projects global refined demand rising from 27.8 Mt in 2025 to 35.0 Mt in 2040.

[Alexander T @tatarsky_]

@gannwyck TWT HYPE QNT

[Alexander T @tatarsky_]

@TheApeOfGoldST Trump is in a state of "tilt." You’re surely aware that a person on tilt will, in most cases, keep raising the stakes for as long as it’s possible to do so.

[Alexander T @tatarsky_]

@Axis_Balance One of the most interesting charts in recent memory, especially considering we agree.

[Alexander T @tatarsky_]

@Nostre_damus @barkmeta and silver and palladium and uranium

[Alexander T @tatarsky_]

@CerlogicFounder It looks like the natural order of things in the current macroeconomic environment.

[Alexander T @tatarsky_]

@SloCan68 Yes it hurts. But we love pain. Otherwise, why are we in this sector?

[Alexander T @tatarsky_]

Narrative in MainStreamMedia is a Narrative in MSM. As i know Ai demand is something around 3-4% of copper supply now. You know this as well as I do. A copper supply shortage under current conditions will remain nothing more than a copper shortage. Even if new politicians ban Claude and ChatGpt.

[Alexander T @tatarsky_]

@minenergybiz From these levels, it deserves its 1.5% share in the fund's portfolio. I hope it will reach at least 3% in the next move.

[Alexander T @tatarsky_]

@Mark4XX Perhaps almost all of us? They all don't have enough hard assets for what's coming.

[Alexander T @tatarsky_]

@TheApeOfGoldST Ripple is falling less than the Nasdaq. These are the times. They all lack hard assets for what's to come.

[Alexander T @tatarsky_]

@SloCan68 Final before final before final? But yes it's final final. Accumulating at these levels in our fund.

[Alexander T @tatarsky_]

Look what I mean. This is the ratio of the energy ETF to the tech ETF. this will soon be resolved in some way. and I think specifically in the direction of energy drinks. Oil is a very big part of the energy sector. It is highly likely that the tech leadership trend unfolded in 2020 due to Covid. that’s why we get PR from techies every day now

zoom in. pay attention. Isn’t this the best place from the point of view of the cycle and psychology to distribute and write off trillions of dollars to techies like OpenAI and Claude, and then say “and... its gone”

locally it will be extremely volatile and scary. but in the medium term I think the bet is worth it. We do not consider intraday)

[Alexander T @tatarsky_]

@TheApeOfGoldST 2 good days in a row... what a luxury... let it be at least 1 every other day. with a predominance of green.

[Alexander T @tatarsky_]

@KatusaResearch There's only one step from love to hate. The same goes for the other way around. They don't have enough hard assets considering what's coming next.

[Alexander T @tatarsky_]

@ekwufinance Fully agree. Especially relative to tech stocks today... They don't have enough hard assets...

[Alexander T @tatarsky_]

#copper #neodymium #Terbium #zinc #nickel

I love posts like this, especially considering we invest in most of the materials mentioned.

[Mercury.Investments @YourOwnMercury]

What does it take to build a wind turbine?

Wind power relies on more than wind. Each turbine requires substantial quantities of metals and minerals, from copper and nickel to rare earth elements.

#WindEnergy #CriticalMinerals

[Alexander T @tatarsky_]

@NorthstarCharts Seen this chart many times this year and ready. Looks like it can be faster than we think.

[Alexander T @tatarsky_]

#palladium #PGM #XPD #platinum
Not financial advice but looks like very good low risk setup for Palladium.

The nature of the movement may be different, but I think the logic is clear. Such a setup, with risk management and tight stops, could be quite appropriate.