@marketplunger1 Avatar @marketplunger1 Brandon Beylo

Brandon Beylo posts on X about copper, stocks, the most, gold the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 41.94% stocks #4632 countries 8.06% technology brands 4.84% cryptocurrencies 4.03% exchanges 0.81% luxury brands 0.81% automotive brands 0.81% social networks 0.81% celebrities 0.81%

Social topic influence copper #342, stocks #523, the most 5.65%, gold #4594, investment 4.84%, breakout #644, silver 4.84%, money 4.03%, ai 4.03%, oil #1443

Top accounts mentioned or mentioned by @sfarringtonbkc @grok @hann58445 @0xitsjim @benceno88 @resglostocks @bondkingjanush1 @skiingswimming1 @glr_1990 @calvinfroedge @pallasresources @bgurley @buccocapital @robertivanhoe @chamath @crusoeais @marvinliao @freebraveminds @donquixotetilt @pearsonpc

Top assets mentioned Century Aluminum Co (CENX) Exxon Mobil (XOM) Bitcoin (BTC) Fartcoin (FARTCOIN) NVIDIA Corp. (NVDA) Squarespace, Inc. (SQSP) GEN Restaurant Group, Inc. (GENK) Hafnia Limited (HAFN)

Top Social Posts

Top posts by engagements in the last [--] hours

"Michael Burry is one of the most popular value investors in the game. He's a contrarian that buys odd-ball roadkill stocks that others don't. I dissected his seven write-ups from Value Investors Club to see how he analyzed stocks. A thread on the five lessons I learned . 🧵"
X Link 2023-01-24T16:15Z 105.1K followers, 387.2K engagements

"TUNGSTEN IDEAS. Here's a list of [--] companies to start researching if you're interested in tungsten"
X Link 2025-10-12T12:00Z 105.1K followers, 100.5K engagements

"The nickel situation is so fascinating yet nobody's talking about it. Indonesia is the world's largest nickel producer. And it's telling you it can't sustain production at current prices. These are things you see at cycle bottoms"
X Link 2026-02-11T13:38Z 105.1K followers, 43.5K engagements

"@calvinfroedge Have you looked at $PGE"
X Link 2026-02-03T13:27Z 105.1K followers, [---] engagements

"This turned out to be one of the greatest investment decisions of the past three years. Amazing. Ive sold everything. Im tired of losing money. Just withdrew everything and put it all into 97% grade solid Tungsten Hiding my stash under my bed. No more banks cold wallets or credit cards. Just pure tungsten https://t.co/TJi3ItDWS2 Ive sold everything. Im tired of losing money. Just withdrew everything and put it all into 97% grade solid Tungsten Hiding my stash under my bed. No more banks cold wallets or credit cards. Just pure tungsten https://t.co/TJi3ItDWS2"
X Link 2026-02-08T17:36Z 105.1K followers, 3.7M engagements

"The year is [----]. Billionaires are buying mines like professional sports teams. Publicly traded mining companies trade for 15-20x earnings. Every pension fund endowment and hedge fund has 5-10% exposure to hard assets. Robert Friedland is a trillionaire. Oh boy. For [--] yrs we treated the supremacy of asset-light businesses as a permanent economic law But if AI commoditizes asset-light businesses wed just be reverting to the historical mean where value accrued to atoms infrastructure energy It would be a [--] year blip. An anomaly For [--] yrs we treated the supremacy of asset-light businesses as"
X Link 2026-02-08T19:58Z 105.1K followers, 75.5K engagements

"William Knox DArcy went to Tehran in [----] and walked out with exclusive rights to prospect for oil across [------] square miles of Persia (nearly three-quarters of the country) for sixty years. In http://x.com/i/article/2022338302448193536 http://x.com/i/article/2022338302448193536"
X Link 2026-02-13T15:56Z 105.1K followers, 36.8K engagements

"I'm invested in Kazakhstan through Pallas Resources @PallasResources. However I'm actively looking to increase my Kazakh exposure. They have the ingredients to become the next Critical Mineral jurisdiction"
X Link 2026-02-13T16:05Z 105.1K followers, [----] engagements

"SquareSpace filing for Direct Listing Love the move cc: @bgurley Platform for businesses and independent creators to build a beautiful online presence grow their brands and manage their businesses across the internet SquareSpace Inc. filed for a DIRECT LISTING. $SQSP #NYSE Link to S-1: https://t.co/vpwfkvI9Qo https://t.co/Mguk74gAFS Platform for businesses and independent creators to build a beautiful online presence grow their brands and manage their businesses across the internet SquareSpace Inc. filed for a DIRECT LISTING. $SQSP #NYSE Link to S-1: https://t.co/vpwfkvI9Qo"
X Link 2021-04-16T20:56Z 105.1K followers, [--] engagements

"Please enjoy my podcast with John Evans CEO of Subsea7 $SUBC John spends over an hour dissecting Offshore Energy including: History of Offshore Industry Value Chain $SUBC Value Prop Supply demand and barriers to entry Listen right here on @X 👇"
X Link 2023-08-18T14:20Z 104.9K followers, 19.3K engagements

"The Chinese are hungry for copper assets. Two weeks ago Jiangxi Copper $JIAXF bought a ton of $FM after Panama crisis. Tonight MMG Mining $1208.HK buys Khoemacau Copper Mine in Botswana for $1.88B. Details on the African copper mine below via P.R. Venkat"
X Link 2023-11-21T00:44Z 104.9K followers, 19K engagements

"We are long GEN Restaurant Group $GENK. During COVID I pitched Kura Sushi $KRUS at $14/share. Today it trades at $120/share. GENK is like KRUS but better. We believe it could be a 3-5 bagger in 3-5 years. Please enjoy my write-up on the company. https://macro-ops.com/gen-restaurant-genk-deep-dive/ https://macro-ops.com/gen-restaurant-genk-deep-dive/"
X Link 2024-03-28T14:51Z 105.1K followers, 85.1K engagements

"UK stocks have two qualities I love: 1) They're absolutely hated 2) They're very cheap What are your favorite ideas The more hated the better"
X Link 2024-04-13T19:12Z 104.9K followers, 254.5K engagements

"Glencore CEO Gary Nagle knows the ESG game. It was never about climate change or green energy. Like everything it's about money. "The pendulum has swung on ESG over the last 9-12 months . investors still recognize that cash is king and that is always the case." $GLEN.L"
X Link 2024-08-08T14:00Z 104.9K followers, 112.8K engagements

"Hafnia $HAFNIA looks interesting here. Record-low debt The debt they do have is 1.64% WACC 90% dividend payout 40% ROE and 29% ROIC The stock is down 40% from its highs and trading at 40% of NAV. Hmm"
X Link 2024-11-27T13:44Z 105.1K followers, 14.5K engagements

"What is your craziest but highest conviction investment idea right now Something you're embarrassed to even write in public. Let's hear it"
X Link 2025-08-11T17:59Z 105.1K followers, 383K engagements

"Copper Miners ETF $COPX is one of the best monthly charts out there right now. Got copper"
X Link 2025-09-25T14:49Z 105.1K followers, 21.6K engagements

"I have a ton of copper exposure. And it still doesn't feel like enough. Trump: Our grid is old and tired Trump: Our grid is old and tired"
X Link 2025-10-07T13:14Z 105.1K followers, 56.5K engagements

"Nobody is talking about Aluminum. But it has one of the best weekly charts in the metals space. I own $CENX on the monthly breakout"
X Link 2025-10-20T18:37Z 105.1K followers, 70.5K engagements

"Jokes aside. Exxon Mobil $XOM is the best chart in the O&G space. A "Best of Breed" name trading at a 9% shareholder yield (buyback + divvy + debt reduction) at $60/bbl oil. Oh and you get all that Guyana upside for free. I hope I don't overthink this one. Imagine thinking crude oil will ever go up again in our lifetimes. Couldn't be me. Imagine thinking crude oil will ever go up again in our lifetimes. Couldn't be me"
X Link 2025-10-21T00:27Z 104.9K followers, 163.5K engagements

"Sold the crude oil futures for a decent profit. Don't like this price action. Still HODLing the $XOM calls though. Bought some crude oil and $XOM calls. Pray for me. Bought some crude oil and $XOM calls. Pray for me"
X Link 2025-11-05T17:13Z 105.1K followers, 11.5K engagements

"Man this sell-off is even hitting the safe haven assets now"
X Link 2025-11-06T17:03Z 105.1K followers, 210.4K engagements

"Time to brush up on some specialty chemicals companies. What are your favorites Where should I start the dumpster dive I think you can beat the S&P500 over the next [--] years by simply buying ANY basket of US chemical companies The most bombed out sector on earth Some still have significant FCF especially after dividend cuts I think you can beat the S&P500 over the next [--] years by simply buying ANY basket of US chemical companies The most bombed out sector on earth Some still have significant FCF especially after dividend cuts"
X Link 2025-11-24T21:25Z 105.1K followers, 97.2K engagements

"I can't help but be bullish on coal. Lots of individual names forming base breakout patterns. The $COAL ETF is forming a 2YR inverse H&S pattern. What's your favorite coal play here"
X Link 2025-12-03T19:19Z 105.1K followers, 57.4K engagements

"The US power grid was already failing. Datacenter demand just accelerated the failure timeline. "Many components of the US electric grid date back 40-70 years well beyond their intended lifespan." The Deferred Maintenance Trade = Copper"
X Link 2025-12-18T13:57Z 105.1K followers, 44.4K engagements

"Is this enough to get long some Porsche here I mean: - Awesome advertisement - Rolling back ICE bans - Luxury brand name - Left-for-dead chart forming a base Ive seen worse setups #P911 Porsches new holiday commercial uses blended hand-drawn art with 3D animation No AI was used at all. https://t.co/gCtPC05Zso Porsches new holiday commercial uses blended hand-drawn art with 3D animation No AI was used at all. https://t.co/gCtPC05Zso"
X Link 2025-12-23T21:30Z 105.1K followers, 12.5K engagements

"Everyone's talking about gold silver platinum palladium and copper. Nobody's talking about nickel. And yet. $NIKL"
X Link 2025-12-26T19:12Z 105.1K followers, 148.5K engagements

"Nickel breaking out above $17000/t. One of the most slept-on metals of the year. Love this chart. Got nickel"
X Link 2026-01-05T18:53Z 105.1K followers, 106.1K engagements

"RFK Jr. declared war on "added sugar" today. I think it's almost time to get long Sugar. Clean beautiful raw sugar. As God intended. Make Sugar Great Again right"
X Link 2026-01-07T19:13Z 105.1K followers, 21.4K engagements

"Okay people are waking up to aluminum now. $CENX up 50% in two months. Not bad. Nobody is talking about Aluminum. But it has one of the best weekly charts in the metals space. I own $CENX on the monthly breakout. https://t.co/yReGiwgHrI Nobody is talking about Aluminum. But it has one of the best weekly charts in the metals space. I own $CENX on the monthly breakout. https://t.co/yReGiwgHrI"
X Link 2026-01-09T18:23Z 105.1K followers, 14.8K engagements

"Uranium looks like it's the next commodity to move higher. Then again every commodity looks like the next commodity to move higher. Long the Periodic Table. All of it. $U.UN"
X Link 2026-01-14T15:49Z 105.1K followers, 147K engagements

"Probably nothing. https://t.co/1CHyWhGYJ1 Probably nothing. https://t.co/1CHyWhGYJ1"
X Link 2026-01-15T16:24Z 105K followers, 11.2K engagements

"Scaled out of 30% of my physical silver this morning. Good ride from initial accumulation around $30/oz"
X Link 2026-01-20T14:54Z 105.1K followers, 55.5K engagements

"Why wont you let me pay you for your blog and discord Im literally trying to give you money. Calvin Froedge:"
X Link 2026-01-21T00:04Z 105.1K followers, 14.9K engagements

"I think oil outperforms precious metals for the next 8-12 months. Love the setup in crude-to-gold here. I think oil just bottomed. (will delete if wrong) I think oil just bottomed. (will delete if wrong)"
X Link 2026-01-27T19:41Z 105.1K followers, 98.5K engagements

"Gold losing an entire NVDA market cap in minutes Silver moving 12%+ intraday Copper printing candles the Japanese haven't even thought of Bitcoin underperforming gold over 5YR Oil breaking out finally Agriculture futures about to break out MSFT down 12% WTF"
X Link 2026-01-29T16:14Z 105.1K followers, 290K engagements

"Almost bought a software company today. Felt more sick than buying tankers. What a world we live in"
X Link 2026-01-29T22:11Z 105K followers, 21.7K engagements

""Let me check my portfolio to see how my stocks are do--""
X Link 2026-01-30T19:16Z 104.9K followers, 24.8K engagements

""Announce a hawkish fed chair that nobody saw coming." "Liquidate all the paper hands in gold and silver before the weekend." "Keep oil roughly flat-to-up to keep everyone interested." "Schedule the B-1 bombers to strike Iran at 4:05PM ET after market close.""
X Link 2026-01-30T21:03Z 105.1K followers, 114.8K engagements

"I don't know . a 477x increase seems like a lot right Might be good for a company that owns the US's largest REE land package. Just a hunch. Morgan Stanley estimates that total rare earth magnet demand will grow [---] from [----] to [----] https://t.co/07H09EooYr Morgan Stanley estimates that total rare earth magnet demand will grow [---] from [----] to [----] https://t.co/07H09EooYr"
X Link 2026-02-02T14:20Z 104.9K followers, 184.8K engagements

"Just bought a software stock. 🤢🤮🤢"
X Link 2026-02-02T16:07Z 104.9K followers, 10.8K engagements

"There wont be a second date. But at least she knows how much of a stranglehold China has on rare earth element production and refining"
X Link 2026-02-02T18:59Z 105.1K followers, 98.5K engagements

"This is my quant. Metals are in big bull markets that have much more to go.The steep sell-off sets them up for another even steeper leg up.I am raising my gold target to $6800 from $5500 & silver to $180 from $125.Also raising my miner targets to the following:GDX $180GDXJ $250SIL $220SILJ $90. Metals are in big bull markets that have much more to go.The steep sell-off sets them up for another even steeper leg up.I am raising my gold target to $6800 from $5500 & silver to $180 from $125.Also raising my miner targets to the following:GDX $180GDXJ $250SIL $220SILJ $90"
X Link 2026-02-03T15:08Z 104.9K followers, 88.6K engagements

"PayPal (2016 - 2026) - Revenue: $10.8B - $32.8B (3x) - Gross Profit: $5.1B - $13.7B (2.7x) - Operating Profit: $1.6B - $6.1B (3.8x) - Share Price: $41 - $42 (flat) Unreal. $PYPL"
X Link 2026-02-03T17:34Z 105K followers, 265.7K engagements

"Today looks like a massive news failure event for the REE space. JD Vance confirms potential price floors. Yet the entire REE complex down big"
X Link 2026-02-04T16:38Z 105.1K followers, 23.5K engagements

"Genuine question: why should it be overdone at this time I get it's down a lot but maybe for good reason Take $IGV for example. It's down 22% this year. But it still trades at: - 21x earnings - 7x sales - 33x FCF I don't know . that doesn't seem "overdone" to me. Software decline seems overdone to me at this time. Software decline seems overdone to me at this time"
X Link 2026-02-04T17:37Z 104.9K followers, [----] engagements

"I don't know. This doesn't look great $QQQ"
X Link 2026-02-05T15:11Z 105.1K followers, [----] engagements

"Murray Rothbard said it best. The greater the supply of a good the lower the marginal utility; the smaller the supply the higher the marginal utility. Can be said about a lot of critical minerals (and gold). For the first time in recorded history global data show zero gold discoveries in two consecutive years. This has never occurred before. And this is not unique to gold. Major discoveries across most metals have fallen into the single digits with no meaningful projects in https://t.co/2hBG6Iqj15 For the first time in recorded history global data show zero gold discoveries in two consecutive"
X Link 2026-02-07T19:52Z 104.9K followers, [----] engagements

"I find Claude Cowork incredibly valuable to my weekly investment process. Writing about it for Collective members this week. Specific Skills tasks and projects to easily implement and improve your investing process. How are you using it"
X Link 2026-02-07T23:01Z 104.9K followers, 12.4K engagements

"There are some insanely cheap EU/UK critical minerals plays out there. Thats if the EU/UK are serious about reshoring critical mineral production. A big IF"
X Link 2026-02-07T23:14Z 105.1K followers, 22.9K engagements

"@0xitsjim If you can use fartcoin as collateral I dont see why not"
X Link 2026-02-08T20:02Z 105K followers, 225.7K engagements

"@buccocapital You are so close to buying mining stocks. Just make the jump Bucco Ill catch ya"
X Link 2026-02-08T20:24Z 105K followers, [----] engagements

"Wow so this blew up. If anyone is seriously interested in tungsten I wrote an Industry Deep Dive you can read. Enjoy https://macro-ops.com/an-industry-primer-on-tungsten/ https://macro-ops.com/an-industry-primer-on-tungsten/"
X Link 2026-02-09T21:07Z 105.1K followers, [----] engagements

"8/ VANADIUM Key Uses: High-strength steel alloys for armor and tools"
X Link 2026-02-10T13:46Z 105K followers, [----] engagements

"9/ TELLURIUM Key Uses: Solar panels for remote military power alloys in explosives. https://twitter.com/i/web/status/2021219178317816141 https://twitter.com/i/web/status/2021219178317816141"
X Link 2026-02-10T13:46Z 105K followers, [----] engagements

"10/ DO THE WORK Now the fun begins. Turn over all these rocks. Find the best ideas. Learn along the way. If you enjoyed this thread share it with your fellow investors. And check us out at Macro Ops https://macro-ops.com/investing-services/ https://macro-ops.com/investing-services/"
X Link 2026-02-10T13:46Z 105K followers, [----] engagements

"Disc: I am long and feel like a mega-boomer"
X Link 2026-02-10T16:38Z 105.1K followers, [----] engagements

"RT @marketplunger1: 💣 WAR METALS STOCK SCREENER THREAD 💣 I want to share a thread on various companies involved in the exploration develo"
X Link 2026-02-10T19:14Z 105.1K followers, [--] engagements

"Easily my favorite music to play when reading or researching new ideas"
X Link 2026-02-11T14:22Z 105.1K followers, [----] engagements

"RT @marketplunger1:"
X Link 2026-02-11T19:26Z 105K followers, [--] engagements

"@hann58445 Nothing exciting about a CEO that took a near-bankrupt company and turned it into a billion dollar oil producer. You're right my bad"
X Link 2026-02-11T21:04Z 105.1K followers, [---] engagements

"RT @marketplunger1: The nickel situation is so fascinating yet nobody's talking about it. Indonesia is the world's largest nickel produc"
X Link 2026-02-11T22:12Z 105.1K followers, [--] engagements

"Just need gold to trade in this range for the next few months. Let things get quiet. Set the stage for the next bull breakout. #gold"
X Link 2026-02-13T16:27Z 105.1K followers, 17.5K engagements

"I wrote about it this week. Interesting parallels between Africa and critical minerals today and the Middle East with oil. Lots to consider over the next 5-10 years. https://x.com/marketplunger1/status/2022338987025633385s=46 🚨 AFRICA IS THE NEXT MINERAL SUPERPOWER DRC Cobalt + copper giant Zambia #Copper belt Zimbabw #Lithium surge Namibia #Uranium + lithium South Africa PGMs + manganese Morocco Phosphates West Africa: #Gold belts across Mali Burkina https://t.co/BihWvrU07p https://x.com/marketplunger1/status/2022338987025633385s=46 🚨 AFRICA IS THE NEXT MINERAL SUPERPOWER DRC Cobalt"
X Link 2026-02-14T16:45Z 105.1K followers, 13K engagements

"Trump just bought $200B in mortgage bonds. Rocket Companies $RKT is breaking out of a 5YR cup-and-handle base. Don't overcomplicate it guys"
X Link 2026-01-09T01:17Z 105.1K followers, 11.9K engagements

"Bruce Greenwald invited Li Lu to speak to his class on value investing. The result is a [--] minute masterclass on how to be a value investor. If you haven't watched the video do it now. If you have it's worth re-watching. Here is a list of my favorite quotes from Li Lu 👇 PERSONALITY OF A VALUE INVESTOR "Understand who you are as an investor because you will be tested. You will have to ask yourself if you truly are a value investor." "Value investing goes against our evolution of following the crowds to survive." "You will spend most of your time as an investigative journalist. To have"
X Link 2023-08-23T14:52Z 105.1K followers, 2.8M engagements

"Warren Buffett during market volatility"
X Link 2023-09-27T22:20Z 105.1K followers, 10.3M engagements

"One of my favorite Stanley Druckenmiller quotes. People always forget that 50% of a stocks move is the overall market 30% is the industry and maybe 20% from stock picking"
X Link 2024-07-28T19:50Z 105.1K followers, 486.4K engagements

"Stanley Druckenmiller latest 13F is out. He exited both $NVDA and $IWM calls at the top. Absolute 🐐"
X Link 2024-08-14T21:16Z 105.1K followers, 500.1K engagements

"JUST IN: U.S. Director of Federal Housing orders mortgage providers to accept Fartcoin when assessing creditworthiness. JUST IN: U.S. Director of Federal Housing orders mortgage providers to accept Fartcoin when assessing creditworthiness"
X Link 2025-06-26T00:35Z 105.1K followers, 6.5M engagements

"Another chance at generational wealth missed today. $QURE"
X Link 2025-09-24T15:41Z 105.1K followers, 201.9K engagements

"The best book on Mining Economics and Valuation out there. Yes there are more technical books out there. But you cant beat this books value-per-page"
X Link 2025-11-18T20:43Z 105.1K followers, 99K engagements

"I have a vision. The children yearn for the (LEGO) mines. Lego Maersk Duel-Fuel Container Vessel revealed [----] Pieces / $149.99 / 1st March [----] #Lego #Legonews #Legoleaks https://t.co/UrLdFBKgJI Lego Maersk Duel-Fuel Container Vessel revealed [----] Pieces / $149.99 / 1st March [----] #Lego #Legonews #Legoleaks https://t.co/UrLdFBKgJI"
X Link 2026-02-12T21:13Z 105.1K followers, 82.3K engagements

"I'm profiling this stock for our Macro Ops Collective members. If you're interested in joining check us out at the link https://macro-ops.com/investing-services/ https://macro-ops.com/investing-services/"
X Link 2026-02-13T17:20Z 105.1K followers, [----] engagements

"The tungsten price cant keep going up The tungsten price:"
X Link 2026-02-12T02:58Z 105.1K followers, 12K engagements

"There are some interesting setups in Australian equity markets. Here's one I found today: - Mining/infrastructure adjacent play - 5YR EBIT CAGR of 33% - Growing revenue 37% YoY - Gross/EBIT margins inflecting higher - Founder-led - 60% insider ownership - 8x EV/EBITDA Huh"
X Link 2026-02-13T17:20Z 105.1K followers, 10.9K engagements

"This is amazing. Now I can watch my stocks go down in 6K clarity. Dell has learned how to tempt me https://t.co/Jm7NKsXvku Dell has learned how to tempt me https://t.co/Jm7NKsXvku"
X Link 2026-02-15T18:47Z 105.1K followers, 28.7K engagements

"Bill Miller is one of the greatest investors of our generation. He beat the S&P [---] for [--] straight years. And he returned 119% in [----]. He's the brain-child of Buffett Graham John B. Williams and Munger. Here are three of Miller's most important investing lessons . 🧵"
X Link 2022-12-17T15:42Z 105.1K followers, 818.9K engagements

"Fisher Investments on Energy is a fantastic book for investors entering the Energy space. It breaks down the industry into its [--] main sub-sectors and covers the most important drivers in each segment. A thread on the most important questions within each Energy sub-sector . 🧵"
X Link 2023-02-28T18:59Z 105.1K followers, 414.3K engagements

"We're in the early innings of a metals and mining super cycle. It's important to develop the analysis/valuation tools now to capture tomorrow's opportunities. Here's a thread on everything you need to know about Valuing Metals and Mining Companies. Let's get after it "
X Link 2023-04-25T15:46Z 105.1K followers, 796K engagements

"One of the best ways to learn about the Copper Industry is by studying the Top [--] Global Producers. I read each of the Top [--] #Copper Producer quarterly reports so you don't have to. Here's a thread on the most important data and themes from the world's largest players . 🧵"
X Link 2023-05-17T15:35Z 105.1K followers, 1.2M engagements

"Forget multi-baggers. Pitch me a stock that wont go down 50% over the next 12-18 months"
X Link 2023-10-25T18:02Z 105.1K followers, 395.4K engagements

"Stanley Druckenmillers latest 13F just goes to show how much of a GOAT he is. The dude preached recession and a hard landing. But still somehow owned both $NVDA and $LLY in size. And killed it. We are not worthy. 🐐"
X Link 2024-02-22T03:42Z 105.1K followers, 408.2K engagements

"Stanley Druckemiller thinks copper is a pretty simple story. I obviously agree with him. Here's the full quote: "Copper is a pretty simple story. Takes about [--] years greenfield to produce copper and you got EVs the grid data centers and believe it or not munitions. These missiles all got enough copper in them and the worlds getting hot that we just think the supply-demand situation is incredible for the next five or six years." Ivanhoe Mines CEO @robert_ivanhoe said something very similar in a recent interview (emphasis mine): "We have two competing tribes. One tribe says 'I want to save the"
X Link 2024-05-09T17:20Z 105.1K followers, 1.4M engagements

"Wall Street lost a legend today. Rest in peace Jim Simons. He was a true one-of-one character who built one of the most successful investment firms ever. Here's my favorite Jim Simons lecture. I still learn so much each time I listen. Source: Free Engineering Course on YT"
X Link 2024-05-10T16:28Z 105.1K followers, 464.3K engagements

"The more I play this game the more I believe this"
X Link 2024-11-23T01:04Z 105.1K followers, 311.3K engagements

"Stanley Druckenmiller obsesses over position sizing. And it's one of the (many) reasons why he generated 30% CAGRs without a single down year. "Position sizing is [--] to 80% of the game.""
X Link 2024-12-11T13:55Z 105.1K followers, 260.1K engagements

"Fade don't trade. Time to start rummaging through UK-listed stocks. What are your favorites"
X Link 2024-12-16T14:07Z 105.1K followers, 32.8K engagements

"Latest Goehring & Rozencwajg research is out. And wouldn't you know it they're pitching PGMs. Highly recommend reading the report. I always learn something new"
X Link 2025-05-23T00:50Z 105.1K followers, 65.3K engagements

"Suppose copper starts a major bull run here. What's your favorite way to play it"
X Link 2025-07-01T15:09Z 105.1K followers, 76.6K engagements

"Alright I'll play the Taylor Swift Thematic. I bought some Brilliant Earth Group $BRLT April [--] calls. The TL;DR: [--]. Chart breaking out of a 3YR wedge. [--]. $57M in net cash on the BS. [--]. Trading at 0.1x EV/Sales (priced for BK) [--]. Maybe more people visit & buy DYODD"
X Link 2025-08-26T18:28Z 105.1K followers, 14.8K engagements

"Ugh. I am once again finding myself bullish on oil. This feeling usually ends in me losing money but maybe this time is different (lol) Either way what is your favorite (ideally most hated) oil play here"
X Link 2025-09-08T15:04Z 105.1K followers, 40.5K engagements

"I'm shifting incremental research and due diligence from precious metals into: Potash Copper Uranium Defense metals (tungsten antimony etc.) Nickel Lithium Solar We will likely see a rotation as gold/silver digests recent move. I want to be prepared"
X Link 2025-09-24T15:12Z 105.1K followers, 66.1K engagements

"Tungsten is one of the most exciting commodity opportunities over the next 18-24 months. You will see a race for US supply and a handful of Trump admin investments. I wrote a deep dive on Tungsten last January. Get up to speed and happy hunting https://macro-ops.com/an-industry-primer-on-tungsten/ https://macro-ops.com/an-industry-primer-on-tungsten/"
X Link 2025-10-07T14:15Z 105.1K followers, 61.5K engagements

"Palladium is up 6% and breaking above its 200D MA and its two-year base. Hard to find a more bullish setup in metals right now. Got PGMs"
X Link 2025-10-08T13:22Z 105.1K followers, 69.6K engagements

"I don't know how anyone can hold Chinese ADRs at this point. There is a VERY REAL non-zero chance you wake up and the stock is just gone from your portfolio. What's the discount rate in your DCF model for that risk"
X Link 2025-10-10T18:42Z 105.1K followers, 110.4K engagements

""The US added uranium copper and silver to a government list of critical minerals." I can see it now. Strategic Reserves for all of them"
X Link 2025-11-06T16:03Z 105.1K followers, 133.3K engagements

"Bought my first microcap coal stock tonight. Let's ride Coal Barons I can't help but be bullish on coal. Lots of individual names forming base breakout patterns. The $COAL ETF is forming a 2YR inverse H&S pattern. What's your favorite coal play here https://t.co/pUNc5yBUwX I can't help but be bullish on coal. Lots of individual names forming base breakout patterns. The $COAL ETF is forming a 2YR inverse H&S pattern. What's your favorite coal play here https://t.co/pUNc5yBUwX"
X Link 2025-12-04T00:20Z 105.1K followers, 48K engagements

"Whats your favorite $1B investment idea heading into [----] What name will absolutely crush it that nobodys talking about"
X Link 2025-12-06T00:11Z 105.1K followers, 91.5K engagements

"Outside the metals/mining trade (copper) what is the best way to play the US failing grid theme The US power grid was already failing. Datacenter demand just accelerated the failure timeline. "Many components of the US electric grid date back 40-70 years well beyond their intended lifespan." The Deferred Maintenance Trade = Copper. https://t.co/miKe2ichVb The US power grid was already failing. Datacenter demand just accelerated the failure timeline. "Many components of the US electric grid date back 40-70 years well beyond their intended lifespan." The Deferred Maintenance Trade = Copper."
X Link 2025-12-18T14:12Z 105.1K followers, 35.8K engagements

"The worst part about bull markets is that eventually tankers and shippers start looking attractive. So then you start thinking to yourself "maybe this is the year I finally make money in tankers." You chuckle because you know like natural gas you've never made money in tankers nor will you ever make money in tankers. But the charts look good so you dig in convincing yourself that "this time is different because the macro is so bullish for tankers" and "just look at the replacement cycle and how much new builds cost" or something like that. Even worse you're up on the year so you have "dry"
X Link 2026-01-14T19:03Z 105.1K followers, 108.9K engagements

"Can't believe this move in the US Dollar. Truly incredible what we are witnessing. The debasement bros were right"
X Link 2026-01-27T20:50Z 105.1K followers, 134.5K engagements

"Copper is up 8% this morning and closing in on $6.50/lb. Normally that move would shock me. But in today's commodity market that's just Thursday I guess. #copper"
X Link 2026-01-29T13:05Z 105.1K followers, 14.4K engagements

"Okay Claudebot. Be Renaissance Technologies. Make no mistakes"
X Link 2026-01-31T22:10Z 105.1K followers, 110.7K engagements

"Resource Nationalism is alive and well. LFG"
X Link 2026-02-02T14:11Z 105.1K followers, [----] engagements

"This is like when everyone hoarded toilet paper during COVID. Except instead of toilet paper its copper. And instead of individuals its the global hegemony. BREAKING NEWS CHINA MAY LOOK TO STOCKPILE MORE COPPER AS PART OF ITS STRATEGIC MINERALS INVENTORY Copper. the glue. BREAKING NEWS CHINA MAY LOOK TO STOCKPILE MORE COPPER AS PART OF ITS STRATEGIC MINERALS INVENTORY Copper. the glue"
X Link 2026-02-03T20:50Z 105.1K followers, 16.2K engagements

"Lol 41% CuEq with 9m grading 9.60% Ni and 12.65% Cu. Yeah that'll play. Talon Metals Reports New Assays and Step-Out Drilling Results $TLO.TO https://t.co/6ZrwUqbwyz Talon Metals Reports New Assays and Step-Out Drilling Results $TLO.TO https://t.co/6ZrwUqbwyz"
X Link 2026-02-04T14:03Z 105.1K followers, [----] engagements

"The entire Energy Complex is heating up. Look at Oil Services $OIH. About to break out of a 7YR base. The entire space looks like this"
X Link 2026-02-04T14:41Z 105.1K followers, 48.5K engagements

"Berkshire Hathaway now outperforming Bitcoin over the past 5YR. The Oracle still got it $BRK.B"
X Link 2026-02-04T17:55Z 105.1K followers, [----] engagements

"Textbook Head & Shoulders top in the MAG7 right now. Look out below. $MAGS"
X Link 2026-02-05T16:02Z 105.1K followers, [----] engagements

"Be long this entire list and youll probably do okay"
X Link 2026-02-08T17:27Z 105.1K followers, 47.2K engagements

"Keyword here. TUNGSTEN projectiles. Probably nothing. Rheinmetall Air Defence AHEAD ammunition effective against drones . As a follow-up to my previous post this video explains how AHEAD air-burst ammunition works. https://t.co/F8rQdcmdXa Rheinmetall Air Defence AHEAD ammunition effective against drones . As a follow-up to my previous post this video explains how AHEAD air-burst ammunition works. https://t.co/F8rQdcmdXa"
X Link 2026-02-09T14:14Z 105.1K followers, 45.6K engagements

"💣 WAR METALS STOCK SCREENER THREAD 💣 I want to share a thread on various companies involved in the exploration development and/or production of smaller-market war metals. Wars consume copper iron ore steel etc. But there's a host of other metals tco explore Let's go https://twitter.com/i/web/status/2021219149427413109 https://twitter.com/i/web/status/2021219149427413109"
X Link 2026-02-10T13:46Z 105.1K followers, 18.6K engagements

"1/ TUNGSTEN Tungsten is my favorite war metal. Rheinmetall just announced new anti-drone ammo using tungsten projectiles. This is just the beginning of the ramp-up. I wrote an Industry Deep Dive you can read here: https://macro-ops.com/an-industry-primer-on-tungsten/ https://macro-ops.com/an-industry-primer-on-tungsten/"
X Link 2026-02-10T13:46Z 105.1K followers, [----] engagements

"Train stocks are breaking out to new all-time highs. And you're bearish anon $CSX"
X Link 2026-02-10T16:38Z 105.1K followers, [----] engagements

"Its amazing how much copper is required to build the things we want. And low little of a supply response we will likely get in return. Love the copper setup. Copper copper copper - if youre wondering why @chamath has (very correctly) been highlighting copper as a key ingredient for AI here is what it looks like on the ground in one of @CrusoeAIs switchgear manufacturing factories. https://t.co/PTVcdKSdPi Copper copper copper - if youre wondering why @chamath has (very correctly) been highlighting copper as a key ingredient for AI here is what it looks like on the ground in one of @CrusoeAIs"
X Link 2026-02-11T15:48Z 105.1K followers, 15.4K engagements

"Blackwater founder Erik Prince deployed a private security force to operate drones and help Democratic Republic of Congo's army secure the strategic city of Uvira against Rwanda-backed rebels four people briefed on the mission said. https://t.co/Wja3Oq2jW0 Blackwater founder Erik Prince deployed a private security force to operate drones and help Democratic Republic of Congo's army secure the strategic city of Uvira against Rwanda-backed rebels four people briefed on the mission said. https://t.co/Wja3Oq2jW0"
X Link 2026-02-11T16:59Z 105.1K followers, 18.5K engagements

"Welcome to the $VLE party Peter Great to have you. Just bought $VLE. Did serious research on $VLE with such attributes as: - US$305 cash no debt - trades at 1.5x CFPS - conservative NAV of $13 - huge upside Read press release below Valeura Energy Inc.: Q4 [----] Update and [----] Guidance - GlobeNewswire https://t.co/Ctu8tFA4xs Just bought $VLE. Did serious research on $VLE with such attributes as: - US$305 cash no debt - trades at 1.5x CFPS - conservative NAV of $13 - huge upside Read press release below Valeura Energy Inc.: Q4 [----] Update and [----] Guidance - GlobeNewswire https://t.co/Ctu8tFA4xs"
X Link 2026-02-11T20:43Z 105.1K followers, 14.9K engagements

"Generac $GNRC feels like a sleep AI picks-and-shovels play. I'm long on this breakout"
X Link 2026-02-12T15:35Z 105.1K followers, 12.2K engagements

"RT @marketplunger1: I have a vision. The children yearn for the (LEGO) mines"
X Link 2026-02-13T13:07Z 105.1K followers, [--] engagements

"RT @marvinliao: "You can see the difference in how each country exploits other countrys resources. China builds new roads and schools and"
X Link 2026-02-13T17:02Z 105.1K followers, [--] engagements

"RT @Freebraveminds: Africa will emerge as a great basket of civilization breakthroughs. Especially with the Ai race we are in. I see Afri"
X Link 2026-02-14T01:49Z 105.1K followers, [--] engagements

"RT @DonQuixoteTilt: Great article. Imagine the thrill"
X Link 2026-02-14T15:26Z 105.1K followers, [--] engagements

"RT @marketplunger1: This is amazing. Now I can watch my stocks go down in 6K clarity"
X Link 2026-02-16T00:14Z 105.1K followers, [--] engagements

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