42Invest
1.1K posts
42Invest
@gussloth
Engineer, Director, family dad, husbond & investor, swingtrader. Sharing my investment journey and TA thoughts. Sharing thoughts and constantly learning.
Katılım Ekim 2014
592 Takip Edilen179 Takipçiler
Power on. Compute coming.
Shorts burning 🔥 $IREN
Gotta love #IREN.
Daniel Roberts@danroberts0101
345kV substation energized at Sweetwater 1. Power first, compute next. $IREN
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the easiest way to settle the $NBIS vs $IREN debate is to shut up and buy both
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42Invest retweetledi
Will be on @cvpayne daily show about this article in exactly three hours! Stay tuned!
Andreas Steno Larsen@AndreasSteno
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Did you panic?
Or did you buy the $IREN dip at/below the $33 support?
Or at/below the golden ‘buy zone’?
Remember, don’t let short term price action influence your long term price targets!
Thomas James Investing@Thomas_james_1
Bernstein reiterates its $IREN PT at $125 Compass Point reiterates Buy, maintains $IREN PT at $105 Citizens reiterates Market Outperform, maintains $IREN PT at $80 Don’t let short term price action impact your long term price target, especially if you’ve ran the numbers/valuation and know the forward P/E. Did you flinch? Or buy the dip?
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Why $IREN is my largest conviction: They are currently at 18% capacity. ⚡️
Tonight’s earnings isn’t just about Q4. It’s about roadmap to 3 GW. If 18% = $3.4B ARR, the "Plug & Play" potential at full scale is generational. 📈
Buying the dip $IREN $CIFR $WULF $APLD $NBIS
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@growthrapidly Yes, I bought $NBIS.
I got plenty of $IREN, $WULF & $APLD
😎🥃
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@AndreasSteno @marcfriedrich How did you manage your feeling on $UUUU, 🤣🤣. For me it was just a setback, but a big one. I bit annoying 😎🤩
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@marcfriedrich Yeah there is nothing to see here. Everything is just normal
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Absolutely bizarre price development in silver today. I tried to warn you over the past 1-3 weeks and I sold my position earlier in January, but I received insult after insult after insult.
I am suffering in a few correlated trades, so I am suffering with the metals crowd, but I escaped the volatility at the best possible timing in Silver.
Don’t make investing a religion. Manage your feelings. That is the take away
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$IREN: The expectations are through the roof. Rumors of another Hyperscaler deal (AWS? 🤔) are everywhere.
I’m ultra-bullish on their 3 GW power pipeline, but I can’t ignore the "priced for perfection" vibe.
Can they actually deliver enough to satisfy the current hype?
$AMZN?
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@AndreasSteno Fair with a swing trade! Do you see the USD bottoming out in the spring, creating some pressure for metals?
Curious about the main trigger you're watching for that late spring exit😎
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@gussloth Sure, could very well be. I will probably end up swing trading it anyway
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I still love the overall long metals trade and see it running until late March or early April on benign USD inflation
It is one of the core topics in my portfolio still and has been for a long time
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Placed and ready to climb the mountain.
My current bets is.
$UUUU
$ERO
$MOLY
Let’s release the fury 😎
Mike Investing@MrMikeInvesting
The #Copper supercycle is about to begin… The shortage has officially started, & will progressively worsen to a deficit of 10 million tonnes by 2040. This is equal to 33% of current global demand. This is your last few chances to enter copper below $10. Save this for later…
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@AndreasSteno, I value you your macro views, Quick question: Is Trump effectively 'de-dollaring' the world? 📉 Are we witnessing the irreversible decline of the US into a debt-heavy, second-rate power, or is the market overreacting?
Curious about your long-term outlook on Us&🟧
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@MrMikeInvesting Nice selection, especially $IREN, $CIFR and $RKLB. But if you're playing the 2026 infra boom, don't sleep on the copper supply chain. $ERO or $MOLY & $ALB are the silent engines behind these AI datacenters. No power, no millions
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It only takes a few solid picks to become a multimillionaire in 2026…
Here are the top 10 picks for this year that can fulfill that potential:
1. Ondas Holdings ~ $ONDS
2. AST SpaceMobile ~ $ASTS
3. IREN Limited ~ $IREN
4. Cipher Mining ~ $CIFR
5. CoreWeave ~ $CRWV
6. Rocket Labs ~ $RKLB
7. Planet Labs ~ $PL
8. Richtech Robotics ~ $RR
9. Nebius Group ~ $NBIS
10. Zeta Global ~ $ZETA
Do not miss your chance at creating generational wealth this year…
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@HyperTechInvest Dont forget😎
Ivanhoe Mines (IVN)
Operating the world's richest copper mine in the DRC.
Ero Copper (ERO)
A high-speed producer focused on Brazil.
Doubling production via the new Tucumã Project.
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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
Teck Resources | $TECK
Arizona Sonoran Copper | $ASCUF
Ivanhoe Electric | $IE
Trilogy Metals | $TMQ
Solaris Resources | $SLSR
Graphite and anode materials
Syrah Resources | $SYAAF
Westwater Resources | $WWR
NOVONIX | $NVNXF
Graphite One | $GPHOF
Nouveau Monde Graphite | $NMG
Northern Graphite | $NGPHF
Gallium
Rio Tinto | $RIO
Alcoa | $AA
American Resources | $AREC
Manganese
Element 25 | $ELMTF
Electric Metals USA | $EMUSF
Silicon metal
Ferroglobe | $GSM
Rare earths, separation, and magnets
MP Materials | $MP
Lynas Rare Earths | $LYSCF
Neo Performance Materials | $NOPMF
Energy Fuels | $UUUU
Ucore Rare Metals | $UURAF
Texas Mineral Resources | $TMRC
American Rare Earths | $ARRNF
Materion | $MTRN
Antimony
United States Antimony | $UAMY
Perpetua Resources | $PPTA
Tungsten
Almonty Industries | $ALMTF
Vanadium
Largo | $LGO
Niobium, scandium, and titanium
NioCorp | $NB
IperionX | $IPX
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@pepemoonboy Copper isn't chasing Silver's price action; it’s waiting for the physical reality to break the paper market. When the AI-infrastructure bills actually start hitting the order books in H2 2026, Copper becomes the ultimate bottleneck.
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@pepemoonboy Silver is a monetary high-beta rocket. It’s basically 'Gold on steroids.' When it moved 229%, it was driven by a mix of a massive short squeeze, retail FOMC, and safe-haven panic. It’s emotional.
Copper is the Industrial Spine.
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Why isn’t it possible for copper to make the same move silver has?
Silver has gone up 229% the past year.
Copper has gone up only 38%.
People are waking up to the fact that copper is needed for all AI infrastructure projects.
The supply crunch could be big.
I’m getting positioned 👀
Pepe Invests@pepemoonboy
The AI infrastructure build out is massive. It’s happening at a scale most people don’t truly understand. If you’re paying attention, industrial metals and critical minerals are rising in price not just because of geopolitics, but because they’re becoming essential for the AI and electrification era. Copper is the backbone of all of it. Every AI data center needs: • Massive power delivery • Transformers, substations, switchgear • Miles of wiring and busbars • GPU servers packed with copper Now layer on: EVs Heat pumps Solar Wind Grid expansion That’s a double demand shock for copper. Meanwhile: • New copper mines take 10-20 years to bring online • Ore grades are declining • Permitting and ESG hurdles are rising • Capital discipline has constrained new supply And on top of that, countries are increasingly stockpiling and hoarding critical resources to secure future supply and reduce geopolitical risk. AI doesn’t scale without electricity. Electricity doesn’t move without copper. Copper is a hidden choke point in the AI revolution. Which makes it, in my opinion, one of the most underappreciated second-order AI trades. I personally bought $COPX LEAPS expiring 1/28/28 because I believe we’re still in the first inning of the AI infrastructure build out and the future supply crunch could be extreme. Not financial advice. Just documenting what I’m seeing. 👀
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@pepemoonboy AI infrastructure is 100% reliant on Copper's thermal and electrical conductivity.
We’re looking at a structural 10M ton deficit by 2040, and unlike silver, copper supply takes 10+ years to bring online.
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@pepemoonboy It’s boring until it’s not. While Silver is up 229% on sentiment, Copper is 'only' up 38% because it’s a physical logistical nightmare to move and price.
But here’s the kicker: You can’t build an AI data center with Silver.
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