eelwheels

sold one more $QQQ put at $4.59

Dropping one of the most underrated plays in 2026. Ero Copper $ERO is a high-growth, low-cost miner that is currently doubling its copper production just as the global copper market enters a structural deficit. Unlike many junior miners that are years away from production, Ero successfully brought its massive Tucuma Project online in July 2025. In the "AI/Data Center" ecosystem, copper is the physical bottleneck for the power grid upgrades required to run those chips. $ERO is a leveraged play on that theme. Fundamentals: - Revenue inflects from $470M in 2024 to $808M in 2025 and $1.21B in 2026. 70%+ growth year. - EPS ramps from $0.78 in 2024 to $2.34 in 2025 and $4.09 in 2026. Nearly 5x in two years. - Cash flow flips back positive and expands into 2026. Heavy capex phase ends and operating leverage kicks in. - Copper demand tied to data centers, EV's, grid upgrades. Macro tailwind. Structural deficit building. - If they execute, valuation compresses quickly. Small cap. Any upside surprise gets magnified in price. Technicals: - broke out of IPO base after 4 years and trading well above IPO VWAP and all KMA's - technically very strong name and we don't have any overhead resistance and stock is new ATH's - this is like a new cycle for this stock until we see distribution no reason to sell on this name My Take: ERO is a pure-play execution story. If Tucuma ramps to full capacity by mid-2026, they will be selling nearly double the copper volume into a market starved for supply. This is effectively a high-beta proxy to copper. Metals are one of the hottest themes, and this is a sub-$3B company with revenues and EPS projected to 2-3x over the next two years, yet it has barely earned any attention. I would expect this stock has room for upside!

$BMNR I have a shot to invest along side the best law firm out there Druckemiller Thiel & Lee so I joined sub 31.