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@marketplunger1 "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"
X Link @marketplunger1 2025-10-07T14:15Z 98.1K followers, 60.1K engagements

"Me looking at my collection of rag-tag junior mining companies"
X Link @marketplunger1 2025-10-09T13:27Z 98.1K followers, 9311 engagements

"The copper market keeps getting tighter as we head into 2026. Feel like $5/lb will look cheap 18-24 months from now"
X Link @marketplunger1 2025-10-08T12:23Z 98.1K followers, 22.9K engagements

"Solar continues outperforming the S&P XXX. And yet remains one of the most hated energy plays of the year. Makes you wonder how far this thing can run. $TAN"
X Link @marketplunger1 2025-10-09T16:57Z 98.1K followers, 23.7K engagements

"Tungsten will be one of the most exciting commodities over the next 18-24 months. Read my deep dive primer to get up to speed:"
X Link @marketplunger1 2025-10-11T23:55Z 98.1K followers, 77.2K engagements

"@PeterLBrandt Century Aluminum $CENX is a great alternative for those that cant trade aluminum futures"
X Link @marketplunger1 2025-10-09T12:41Z 98K followers, 1345 engagements

"This is one of the best gold mining environments in 10+ years. And yet investors still dont believe in the durability of the gold price or the margins the producers generate at these low energy costs. Cash flow (and momentum) eventually always matter H/t @RonStoeferle"
X Link @marketplunger1 2025-10-11T22:33Z 98.1K followers, 29.4K engagements

"The more I play this game the more I believe this"
X Link @marketplunger1 2024-11-23T01:04Z 98.1K followers, 311.3K engagements

"TUNGSTEN IDEAS. Here's a list of XX companies to start researching if you're interested in tungsten"
X Link @marketplunger1 2025-10-12T12:00Z 98.1K followers, 70.1K engagements

"If you are at all serious about the US re-shoring Rare Earths you need to look at Idaho Strategics REE land package. Very early stage exploration but showing promising signs and potential. Still one of the most under appreciated assets in the REE space. $IDR"
X Link @marketplunger1 2025-10-10T23:55Z 98.1K followers, 28K engagements

"Coal is officially in Breakout Mode relative to SPY. The Revenge of The Coal Economy is upon us. $COAL"
X Link @marketplunger1 2025-09-25T14:57Z 98.1K followers, 70.4K 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 @marketplunger1 2025-09-24T15:12Z 98.1K followers, 65.6K engagements

"Idaho Strategic $IDR CEO John Swallow built his company for this exact moment. He saw decades ago what others are just now realizing. And he did it when it was unpopular risking so much of his own capital to build the business. This 2020 PR could be written today. LFG"
X Link @marketplunger1 2025-10-13T12:48Z 98.1K followers, 18.2K engagements

"Goes to show you how important Rare Earth Elements are to the United States. Fatest Trump TACO to date. Seems like Rare Earths are the Queen on the geopolitical chessboard"
X Link @marketplunger1 2025-10-12T17:53Z 98.1K followers, 24K 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 @marketplunger1 2025-10-10T18:42Z 98.1K followers, 107.4K 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 @marketplunger1 2024-08-08T14:00Z 98.1K followers, 112.3K engagements

"Auto1 Group $AG1 is Europe's version of Carvana $CVNA. We all saw what Carvana's stock has done over the past XX months. Can AG1 do the same Don't own yet"
X Link @marketplunger1 2024-11-26T00:23Z 97.9K followers, 12.7K 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 @marketplunger1 2025-08-11T17:59Z 98.1K followers, 382.4K engagements

"Just bought a coal stock. The Energy At All Costs thesis is alive and well. Coal Barons let's ride"
X Link @marketplunger1 2025-10-01T16:48Z 98.1K followers, 41.2K engagements

"What industries look like they're bottoming and about to rip Fertilizers Agriculture Potash Some interesting charts"
X Link @marketplunger1 2024-11-04T23:13Z 98K followers, 40.6K engagements

"Can I still say something without everyone getting mad $ARKK"
X Link @marketplunger1 2025-09-18T18:45Z 98.1K followers, 17K engagements

"I can see it now. We sell-off on a bunch of scary Trump-related tweets and the NASDAQ hits the 50D MA at $24250. Then magically we get another TACO. Trump and Xi cold plunge/sauna together and we scream back to new ATHs. Would be too perfect. (will delete if wrong)"
X Link @marketplunger1 2025-10-10T18:37Z 98.1K followers, 20.7K engagements

"This is the China playbook. Invest accordingly"
X Link @marketplunger1 2025-10-15T15:28Z 98.1K followers, 77.6K engagements

"Microsofts Chicago data center required 2177 metric tons of copper or XX tonnes per MW. So yeah I think we're not bullish enough on copper"
X Link @marketplunger1 2025-10-08T16:54Z 98.1K followers, 325K engagements

"Palladium is up X% 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 @marketplunger1 2025-10-08T13:22Z 98.1K followers, 66K engagements

"Suppose copper starts a major bull run here. What's your favorite way to play it"
X Link @marketplunger1 2025-07-01T15:09Z 98.1K followers, 76.5K engagements

"Idaho Strategic $IDR owns the largest REE land package in the United States. And it didnt make this tweets list. Not a shot at Johnny (love his content). More so an example of how undiscovered IDRs REE story is"
X Link @marketplunger1 2025-10-11T23:10Z 98.1K followers, 34.1K engagements

"@alsterbrown @LiebermanAustin I've got PGE on my watchlist already but will add $NVA as well. Thanks for the thoughtful comment"
X Link @marketplunger1 2025-10-12T12:27Z 98.1K followers, XXX engagements

"Combing a list of uranium charts this evening. You can throw a dart man. So many great technical setups. I think most of them work. But it goes back to what I've said before: Great management Great asset Great jurisdiction Can't just have a great chart"
X Link @marketplunger1 2025-09-15T22:57Z 98.1K followers, 11.7K 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 @marketplunger1 2025-09-08T15:04Z 98.1K followers, 40.4K engagements

"Copper Miners ETF $COPX is one of the best monthly charts out there right now. Got copper"
X Link @marketplunger1 2025-09-25T14:49Z 98.1K followers, 19.1K engagements

"What is the best Critical Metals play that nobody knows about And why should people care"
X Link @marketplunger1 2025-10-04T21:31Z 98.1K followers, 41.4K engagements

"I loved this interview up until this part. I think Steve suffers from the sunk cost bias of his 30+ years. Yes he will forget more than I could ever know about mining geology rocks and juniors resource investing. But that doesnt mean someone (a former generalist like myself) cant learn enough to become dangerous and make money. I fear this is Steves ego talking. Not knocking him at all. But I want to encourage others to learn as much as you can because the bar is lower than you think. Use AI engage with smart people on X get on the phone and talk to geologists. There IS hope"
X Link @marketplunger1 2025-10-15T00:38Z 98.1K followers, 33.2K engagements

"I wonder when investors will realize Magna Mining $NICU produces lots of PGMs along with copper gold and nickel. Can't think of a better-positioned company to leverage rising Cu-Ni-PGM prices. Read my deep dive on the company here: Disc: Very long"
X Link @marketplunger1 2025-10-08T13:35Z 98.1K followers, 25.2K engagements

"I have a ton of copper exposure. And it still doesn't feel like enough"
X Link @marketplunger1 2025-10-07T13:14Z 98.1K followers, 56.3K engagements

"If only there was a publicly-traded company with a profitable gold mining business (growing production) in a Tier-1 jurisdiction AND XXX% ownership of the US's largest REE land package. That combination would seem pretty good for this current environment no $IDR"
X Link @marketplunger1 2025-10-10T18:12Z 98.1K followers, 25.6K engagements

"You just KNOW Marc Rich would be having the time of his life trading physical commodities and metals right now"
X Link @marketplunger1 2025-10-12T15:06Z 98.1K followers, 14K engagements

"Fantastic breakdown on the ecosystem and importance of Rare Earth Metals. Great work @TannersTrades"
X Link @marketplunger1 2025-10-09T23:33Z 98.1K followers, 59.5K engagements

"Zinc supply deficit grows to an estimated 164000 tons for 2024. Initial 2024 estimates showed a 54000 ton SURPLUS. Zinc treatment charges are also negative. Ouch. What's your favorite zinc play"
X Link @marketplunger1 2024-10-14T17:36Z 98.1K followers, 41.8K engagements

"@s86CoffeeDev Magna Mining $NICU"
X Link @marketplunger1 2025-10-07T13:33Z 98K followers, 2164 engagements

"We are living in uncharted territory in natural resource investing. If you own a US-based deposit there is a non-zero chance that Trump takes a stake and BOOM. Your stock jumps 150-200 the next trading day. The right tail for all US-based strategic resources is IMMENSE"
X Link @marketplunger1 2025-10-06T23:48Z 98.1K followers, 46.1K engagements

"This is why I love the Solar Energy trade right now. We're in an "Energy At All Costs" world. Between AI/data center demand global industrialization and grid improvements . we need all the energy we can get. And there's NOTHING more hated in energy than solar"
X Link @marketplunger1 2025-10-07T23:28Z 98K followers, 18.9K engagements

"Well well well. Look how the turn tables. Uranium looking very good here. We own $URA and $U.UN. What else should we add to our uranium basket"
X Link @marketplunger1 2025-09-15T19:15Z 98.1K followers, 34.3K engagements