$OPEN with another $300K long dated CALL BUYER 🐋

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CRITICAL MINERALS CHEAT SHEET The next phase of industrial policy, electrification, AI infra & defense spending is defined by input constraints with these companies sitting at the key supply-chain choke points: Rare Earth Elements • $MP controls the only scaled rare earth

HUGE: 🇺🇸 $12 trillion Vanguard Group just disclosed they bought $505M worth of Bitcoin treasury company Strategy $MSTR shares for the first time.

Peter Thiel’s argues that we spent 40 years innovating in software while neglecting the physical world & AI is now forcing that gap to close to enable the new digital economy. That puts the next era in the hands of $TSM as the AI factory, $ASML as the AI kingmaker & $NVDA as

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$NVO still has so much room to run. I think it has 100% upside as EPS estimates get raised and the P/E is likely to expand from 16 into the mid 20s. Just my opinion and I could be 100% wrong

Insane demand coming for copper.. Bloomberg expects copper demand to reach 40 million tons by 2040. Energy transition, data centers, chips and robots will be the main drivers of demand. Shortage is coming, copper will explode like gold and silver did.

Worthwhile to research $COPX - Copper ETF $LIT - Lithium ETF $PICK - Global Metals & Mining $ION - Global Core Battery Metals $SETM - Sprott Critical Materials ETF

Copper play in market if you looking for $FCX Major producer $BHP Mega cap miners $SCCO low cost producer $TECK Mid cap $RIO Diversified miners $COPX ETF $ARG Canadian copper company Bullish Macro Tailwinds for Copper •Structural Demand Growth: EVs,

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$SPOT Major entry opportunity ahead. I expect $SPOT to pull back a bit further into the $475.01–$419.48 zone. I plan to enter at the upper edge of this range. My target for the next upward move is at least $904. If you ask me, $SPOT is a no-brainer for 2026...

Trade.

Critical materials are likely to face serious shortages in the coming years Here’s a list of stocks poised to benefit: Copper Freeport McMoRan | $FCX BHP | $BHP Rio Tinto | $RIO Glencore | $GLNCY Southern Copper | $SCCO Anglo American | $NGLOY First Quantum Minerals | $FQVLF

🚨 ARK just mapped out what could be the NEXT DECADE of winners. This isn’t about one stock. It’s about the tech stack that could reshape EVERYTHING. Here’s the ARK Big Ideas 2026 playbook 👇🧵 🤖 AI Infrastructure & Platforms $NVDA $AMD $AVGO $TSM $GOOG $AMZN $MSFT $META

If Chamath, one of the world's best tech investors, picks Copper as his 2026 best performing sector than you better be paying attention. "The asset that is setup to go absolutely parabolic is Copper." There is no AI or robotics boom without Copper melting up, its that simple.

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