COPX · Global X - Copper Miners ETFGlobal X - Copper Miners ETF
🔬 UAMY is an amazing long for antimony as one of the only US players with a $245M sole source contract for stockpiles
UAMY is an amazing long for antimony as one of the only US players with a $245M sole source contract for stockpiles. COPX is a strong buy for copper exposure.
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Personal stock ratings with detailed commentary: Strong Buy on 14 stocks (SNAP, META, MU, TSM, etc.) citing catalysts like memory supercycle, bottlenecks, and AI tailwinds. Buy on 32 stocks including COIN, SMCI, GOOGL, and several crypto and drone plays. Questionable on VELO and SKYT due to weak fundamentals. Avoid on 11 stocks (UAVS, BKKT, PLTR, etc.) due to dilution, high debt, or overvaluation. Overall bullish on AI, memory, bottlenecks, made-in-America supply chains, and defense, with a long-term view until after midterms.
source ↗UAMY is an amazing long for antimony as one of the only US players with a $245M sole source contract for stockpiles. COPX is a strong buy for copper exposure.
source ↗No qualifying thesis event for 45+ days.