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[@marketplunger1](/creator/twitter/marketplunger1)
"Coal is officially in Breakout Mode relative to SPY. The Revenge of The Coal Economy is upon us. $COAL"  
[X Link](https://x.com/marketplunger1/status/1971227494222356622) [@marketplunger1](/creator/x/marketplunger1) 2025-09-25T14:57Z 98.3K followers, 70.7K 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](https://x.com/marketplunger1/status/1976720021511393448) [@marketplunger1](/creator/x/marketplunger1) 2025-10-10T18:42Z 98.3K followers, 107.9K engagements


"Copper Miners ETF $COPX is one of the best monthly charts out there right now. Got copper"  
[X Link](https://x.com/marketplunger1/status/1971225653136720211) [@marketplunger1](/creator/x/marketplunger1) 2025-09-25T14:49Z 98.3K followers, 19.3K engagements


"Just bought a coal stock. The Energy At All Costs thesis is alive and well. Coal Barons let's ride"  
[X Link](https://x.com/marketplunger1/status/1973429784756855295) [@marketplunger1](/creator/x/marketplunger1) 2025-10-01T16:48Z 98.3K followers, 41.2K 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](https://x.com/marketplunger1/status/1975968057765003286) [@marketplunger1](/creator/x/marketplunger1) 2025-10-08T16:54Z 98.3K followers, 325.6K 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](https://x.com/marketplunger1/status/1976712410942914932) [@marketplunger1](/creator/x/marketplunger1) 2025-10-10T18:12Z 98.3K followers, 25.7K 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](https://x.com/marketplunger1/status/1977161146378732020) [@marketplunger1](/creator/x/marketplunger1) 2025-10-11T23:55Z 98.3K followers, 81.4K engagements


"Uranium looks like it wants to be the next commodity to move a lot higher. Check out the URNM/SPY chart. Seeing a lot of bullish charts amongst uranium developers/producers. $URNM"  
[X Link](https://x.com/marketplunger1/status/1960384464531448079) [@marketplunger1](/creator/x/marketplunger1) 2025-08-26T16:50Z 98.3K followers, 48.9K engagements


"TUNGSTEN IDEAS. Here's a list of XX companies to start researching if you're interested in tungsten"  
[X Link](https://x.com/marketplunger1/status/1977343633910063185) [@marketplunger1](/creator/x/marketplunger1) 2025-10-12T12:00Z 98.3K followers, 71.7K 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](https://x.com/marketplunger1/status/1978259139093528710) [@marketplunger1](/creator/x/marketplunger1) 2025-10-15T00:38Z 98.3K followers, 34.1K engagements


"Hang this gold chart in the Louvre. Unbelievable. Feels like the parabolic phase now"  
[X Link](https://x.com/marketplunger1/status/1978973487264931973) [@marketplunger1](/creator/x/marketplunger1) 2025-10-16T23:57Z 98.3K followers, 18.1K engagements


"If you want to lose friends talk about junior resource stocks"  
[X Link](https://x.com/marketplunger1/status/1978983251453591891) [@marketplunger1](/creator/x/marketplunger1) 2025-10-17T00:35Z 98.3K followers, 24.5K engagements


"Top X Cheapest Countries by Forward P/E Brazil Italy Spain United Kingdom Germany What's your favorite idea in any one of these countries"  
[X Link](https://x.com/marketplunger1/status/1701216057195659470) [@marketplunger1](/creator/x/marketplunger1) 2023-09-11T12:48Z 98.2K followers, 187.6K 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](https://x.com/marketplunger1/status/1925715899304055184) [@marketplunger1](/creator/x/marketplunger1) 2025-05-23T00:50Z 98.2K followers, 64.9K engagements


"Why do I have a feeling that the next Stanley Druckenmiller interview will go something like: "Yeah so I heard about this REE thing and I have to be honest I didn't even know what that stood for. But my analysts told me that this company MP Materials signed a massive deal with the DoD. So I told my them put it into Perplexity and find me the top five companies that are involved in REEs. And I just bought them all." Imagine"  
[X Link](https://x.com/marketplunger1/status/1945174934508196044) [@marketplunger1](/creator/x/marketplunger1) 2025-07-15T17:33Z 98.2K followers, 40.3K 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](https://x.com/marketplunger1/status/1965068629571158225) [@marketplunger1](/creator/x/marketplunger1) 2025-09-08T15:04Z 98.2K followers, 40.4K 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](https://x.com/marketplunger1/status/1970868974880510299) [@marketplunger1](/creator/x/marketplunger1) 2025-09-24T15:12Z 98.3K followers, 65.7K 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](https://x.com/marketplunger1/status/1975918030963257591) [@marketplunger1](/creator/x/marketplunger1) 2025-10-08T13:35Z 98.2K followers, 25.3K engagements


"Fantastic breakdown on the ecosystem and importance of Rare Earth Metals. Great work @TannersTrades"  
[X Link](https://x.com/marketplunger1/status/1976430916592599453) [@marketplunger1](/creator/x/marketplunger1) 2025-10-09T23:33Z 98.2K followers, 59.6K 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](https://x.com/marketplunger1/status/1976718706160840712) [@marketplunger1](/creator/x/marketplunger1) 2025-10-10T18:37Z 98.2K followers, 20.8K 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](https://x.com/marketplunger1/status/1977140417515991488) [@marketplunger1](/creator/x/marketplunger1) 2025-10-11T22:33Z 98.2K followers, 29.6K 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](https://x.com/marketplunger1/status/1977149819891466506) [@marketplunger1](/creator/x/marketplunger1) 2025-10-11T23:10Z 98.3K followers, 34.2K engagements


"The more I play this game the more I believe this"  
[X Link](https://x.com/marketplunger1/status/1860127150294356145) [@marketplunger1](/creator/x/marketplunger1) 2024-11-23T01:04Z 98.3K followers, 311.3K engagements


"Suppose copper starts a major bull run here. What's your favorite way to play it"  
[X Link](https://x.com/marketplunger1/status/1940065153665343644) [@marketplunger1](/creator/x/marketplunger1) 2025-07-01T15:09Z 98.3K followers, 76.5K 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](https://x.com/marketplunger1/status/1954965997263393172) [@marketplunger1](/creator/x/marketplunger1) 2025-08-11T17:59Z 98.3K followers, 382.5K engagements


"Aerospace and Defense ETF $ITA setting up for another leg higher. Not thrilled about how far it is above the 200D but we'll see how it plays out. What's your favorite Defense/Aerospace name"  
[X Link](https://x.com/marketplunger1/status/1960353255709438069) [@marketplunger1](/creator/x/marketplunger1) 2025-08-26T14:46Z 98.3K followers, 6045 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](https://x.com/marketplunger1/status/1975899928787652983) [@marketplunger1](/creator/x/marketplunger1) 2025-10-08T12:23Z 98.3K followers, 22.9K engagements


"Don't look now. But Chile is breaking out What's your favorite Chilean stock"  
[X Link](https://x.com/marketplunger1/status/1921009229416038693) [@marketplunger1](/creator/x/marketplunger1) 2025-05-10T01:07Z 98.3K followers, 86.9K 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](https://x.com/marketplunger1/status/1967668578527629507) [@marketplunger1](/creator/x/marketplunger1) 2025-09-15T19:15Z 98.3K followers, 34.3K engagements


"What is the best Critical Metals play that nobody knows about And why should people care"  
[X Link](https://x.com/marketplunger1/status/1974588166591123748) [@marketplunger1](/creator/x/marketplunger1) 2025-10-04T21:31Z 98.3K followers, 41.6K 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](https://x.com/marketplunger1/status/1975347375410753671) [@marketplunger1](/creator/x/marketplunger1) 2025-10-06T23:48Z 98.3K followers, 46.3K engagements


"Update: She won. $SOC"  
[X Link](https://x.com/marketplunger1/status/1978899960952242182) [@marketplunger1](/creator/x/marketplunger1) 2025-10-16T19:04Z 98.3K followers, 27.1K 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](https://x.com/marketplunger1/status/1821546980679516302) [@marketplunger1](/creator/x/marketplunger1) 2024-08-08T14:00Z 98.3K followers, 112.3K engagements


"Me looking at my collection of rag-tag junior mining companies"  
[X Link](https://x.com/marketplunger1/status/1976278421249626622) [@marketplunger1](/creator/x/marketplunger1) 2025-10-09T13:27Z 98.3K followers, 9376 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](https://x.com/marketplunger1/status/1845881381106098676) [@marketplunger1](/creator/x/marketplunger1) 2024-10-14T17:36Z 98.3K followers, 41.8K 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](https://x.com/marketplunger1/status/1975914776149852547) [@marketplunger1](/creator/x/marketplunger1) 2025-10-08T13:22Z 98.3K followers, 66.8K 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](https://x.com/marketplunger1/status/1976798894429552802) [@marketplunger1](/creator/x/marketplunger1) 2025-10-10T23:55Z 98.3K followers, 28.1K engagements


"You just KNOW Marc Rich would be having the time of his life trading physical commodities and metals right now"  
[X Link](https://x.com/marketplunger1/status/1977390355222810765) [@marketplunger1](/creator/x/marketplunger1) 2025-10-12T15:06Z 98.3K followers, 14.1K 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](https://x.com/marketplunger1/status/1977432431088328800) [@marketplunger1](/creator/x/marketplunger1) 2025-10-12T17:53Z 98.3K followers, 24.1K engagements


"Gold has found its way to the front pages of WallStreetBets. Do with that what you will"  
[X Link](https://x.com/marketplunger1/status/1978904833181520142) [@marketplunger1](/creator/x/marketplunger1) 2025-10-16T19:24Z 98.3K followers, 38.1K 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](https://x.com/marketplunger1/status/1977717969489637709) [@marketplunger1](/creator/x/marketplunger1) 2025-10-13T12:48Z 98.3K followers, 18.5K engagements


"This is the China playbook. Invest accordingly"  
[X Link](https://x.com/marketplunger1/status/1978483121164095983) [@marketplunger1](/creator/x/marketplunger1) 2025-10-15T15:28Z 98.3K followers, 86K engagements


""Let me check in on my junior mining stocks to see how they're perfor--""  
[X Link](https://x.com/marketplunger1/status/1979217907264389486) [@marketplunger1](/creator/x/marketplunger1) 2025-10-17T16:08Z 98.3K followers, 50K engagements