| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 6 | 6 | 3 | 50% | -0.8% | -0.0% |
| 3d | 8 | 8 | 5 | 63% | +1.0% | +0.1% |
| 1w | 8 | 8 | 5 | 63% | +0.5% | +0.5% |
| 1m | 8 | 8 | 2 | 25% | -1.2% | -2.7% |
| 3m | 8 | 8 | 6 | 75% | +6.3% | +7.0% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
AI data center expansion necessitates electrical equipment and grid infrastructure, creating sustained demand for copper. FCX provides direct copper producer exposure to this long-term infrastructure thesis.
AI infrastructure buildout requires massive power grid expansion, driving long-term copper demand. BHP offers established, large-scale exposure to copper supply that moves independent of chip stock valuations.
Canadian mining exposure benefits from a C$111B institutional pivot toward strategic supply-chain framing rather than speculative casino dynamics. Established producers like TECK provide liquid entry points into Canada's critical minerals pipeline.
Canadian mining exposure benefits from a C$111B institutional pivot toward strategic supply-chain framing rather than speculative casino dynamics. Established producers like SVM provide liquid entry points into Canada's critical minerals pipeline.
Canadian mining exposure benefits from a C$111B institutional pivot toward strategic supply-chain framing rather than speculative casino dynamics. Established producers like PAAS provide liquid entry points into Canada's critical minerals pipeline.
Canadian mining exposure benefits from a C$111B institutional pivot toward strategic supply-chain framing rather than speculative casino dynamics. Established producers like ELD provide liquid entry points into Canada's critical minerals pipeline.
Canadian mining exposure benefits from a C$111B institutional pivot toward strategic supply-chain framing rather than speculative casino dynamics. Established producers like AEM provide liquid entry points into Canada's critical minerals pipeline.
Canadian mining exposure benefits from a C$111B institutional pivot toward strategic supply-chain framing rather than speculative casino dynamics. Established producers like ABX provide liquid entry points into Canada's critical minerals pipeline.
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