Inflation, interest rates, and stock prices.
My long-suffering CPER call spread finally went green last week! Whether for EVs or AI GPUs, we’re going to need a bigger, smarter grid. Most of it needs copper because aluminum isn’t sufficiently conductive for many of the applications.
Lots of catalysts. Over $2 trillion in federal spending bills in areas like traditional infrastructure, chip plants, EV infrastructure.
Manufacturing construction is up significantly over the past couple years. All bullish for copper imo.
My long-suffering CPER call spread finally went green last week! Whether for EVs or AI GPUs, we’re going to need a bigger, smarter grid. Most of it needs copper because aluminum isn’t sufficiently conductive for many of the applications.
Lots of catalysts. Over $2 trillion in federal spending bills in areas like traditional infrastructure, chip plants, EV infrastructure.
Manufacturing construction is up significantly over the past couple years. All bullish for copper imo.