Forwarded from Coach Private Club
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Billionaire Mike Novogratz says Bitcoin and crypto market structure bill will pass soon.
Senate to meet with crypto groups to restart talks later today 🤝
Senate to meet with crypto groups to restart talks later today 🤝
🟠 Why Copper Is Setting Up for a Major Move
Copper isn’t moving because of hype — it’s moving because demand is structurally breaking supply.
What’s driving it:
⚡ AI data centers → massive wiring, transformers, cooling = copper-heavy
🔌 Grid upgrades → electrification + resilience spending
🚗 EVs → 2–4× more copper than ICE vehicles
⛏️ Supply lag → new mines take 10–15 years, grades are falling
🌍 Geopolitics → Chile/Peru disruptions + slow U.S. permitting
This isn’t a trade — it’s a bottleneck forming in real time.
When copper breaks and holds, miners outperform the metal, just like silver → silver miners.
🇺🇸 U.S. stocks to keep on radar (the leverage plays)
Freeport-McMoRan (FCX)
👉 The AG of copper. Pure leverage. First mover when copper runs.
Southern Copper (SCCO)
👉 High copper exposure, cash machine in rising price environments.
Taseko Mines (TGB)
👉 Small-cap torque. Copper +20% → this can do +60–100%.
BHP (BHP)
👉 Lower beta, safer way to ride copper + AI infrastructure demand.
@Market
Copper isn’t moving because of hype — it’s moving because demand is structurally breaking supply.
What’s driving it:
⚡ AI data centers → massive wiring, transformers, cooling = copper-heavy
🔌 Grid upgrades → electrification + resilience spending
🚗 EVs → 2–4× more copper than ICE vehicles
⛏️ Supply lag → new mines take 10–15 years, grades are falling
🌍 Geopolitics → Chile/Peru disruptions + slow U.S. permitting
This isn’t a trade — it’s a bottleneck forming in real time.
When copper breaks and holds, miners outperform the metal, just like silver → silver miners.
🇺🇸 U.S. stocks to keep on radar (the leverage plays)
Freeport-McMoRan (FCX)
👉 The AG of copper. Pure leverage. First mover when copper runs.
Southern Copper (SCCO)
👉 High copper exposure, cash machine in rising price environments.
Taseko Mines (TGB)
👉 Small-cap torque. Copper +20% → this can do +60–100%.
BHP (BHP)
👉 Lower beta, safer way to ride copper + AI infrastructure demand.
@Market
USA Rare Earth (USAR) popped ~20% today — not on hype, but on policy logic.
The real bottleneck in rare earths isn’t mining.
It’s magnets.
China controls ~90% of rare-earth magnet processing — critical for:
Defense systems
Drones & missiles
EV motors
Robotics & AI hardware
USAR isn’t just a miner.
It’s focused on domestic magnet manufacturing, the exact choke point the U.S. wants to onshore.
With China tightening exports and the U.S. prioritizing secure supply chains, USAR is a policy-backed optionality play.
High risk, high volatility — but when catalysts hit, moves are fast.
Rare earths aren’t the prize. Magnets are.
@Market
The real bottleneck in rare earths isn’t mining.
It’s magnets.
China controls ~90% of rare-earth magnet processing — critical for:
Defense systems
Drones & missiles
EV motors
Robotics & AI hardware
USAR isn’t just a miner.
It’s focused on domestic magnet manufacturing, the exact choke point the U.S. wants to onshore.
With China tightening exports and the U.S. prioritizing secure supply chains, USAR is a policy-backed optionality play.
High risk, high volatility — but when catalysts hit, moves are fast.
Rare earths aren’t the prize. Magnets are.
@Market