Thomas Startz

I’ve been hitting my Claude Max and ChatGPT Plus subscriptions daily and now weekly limits. There should be greater clarity from coding agents and these labs on token usage. Pricing on the api is much higher than bundled, but what is the package I am buying on these subscriptions

@elerianm This is inevitably inflationary. Central banks will be in a bind soon.

Gold, silver, copper... the extraordinary rally rolls on in Asian trading...while the dollar softens and key currency pairs test some technical levels. #markets #economy #gold #silver #fx #dollar

$MU $FCX $UUUU

Tech earnings in focus. Best Performing S&P Sub-Industries YTD: - Semiconductor Materials & Equipment: +33.3% (vs Semiconductors +3.4%) - Oil & Gas Equipment & Services: +25.4% - Metals & Mining: +20.9% - Marine Transportation: +21.3% - Electrical Components: +22.2%

Some of the worst performers… Application Software -10.3%, Health Care Technology -10.8%, and Managed Care: -12.3%!

The thesis on unrelenting demand for AI continues onwards. Memory sold out through 2027 putting pressure on raw inputs and energy. Procuring, processing, and presenting everything tied to chips will be the main theme to watch.

Gold, Silver, and Copper start 2026 with strong gains from continued geopolitical disruption and inflation hedge. Minerals and physical assets will be structural safety in a world of rapid tech and political changes. I'm long uranium linked assets and miners; l/s memory/software

Trade the thesis on: Path to $15k/mt. Buy $FCX LEAPS

AI Infrastructure and Copper Copper is approaching a structural inflection point. Trading at ath and going higher. Deficit projections through 2026, while data centers, EVs, and grid hardening. Copper is critical for power distribution, cooling, and connectivity.

Long term structural demand pressuring an already constrained supply chain spglobal.com/en/research-in…

Added to the Department of Interior critical minerals list in November usgs.gov/news/science-s…

Short term: Grasberg's September '25 disruption showed the fragility of the supply chain. The world's second-largest copper miner represents ~4% of the global output; a giant mudslide completely halted production, with a loss of 600,000 tons of contained copper. Grasberg $FCX

I love the ultrathink color scheme and shimmer effect in claude code. Trigger for higher reasoning and 32,000 tokens for complex tasks