Alcoa. Every tracked FinTwit mention of $AA, newest first. 13 mentions since the first on Oct 21, 2025. See the price chart.
May 2026 · 2 mentions
May 13
Lawrence McDonald — YTD Hard Assets vs. Financial Assets
BHP Group $BHP +53%
Rio Tinto $RIO +43%
Vale $VALE +32%
Alcoa $AA +28%
vs.
Mag7 MAGS +5%
Bloomberg data.↗
May 6
Lawrence McDonald — 2026 - Hard Assets vs. Financial Assets
BHP Group $BHP +42%
Rio Tinto $RIO +35%
Nuclear $URNM +23%
Aluminum $AA +18%
Copper $COPX +16%
Coal $COAL +13%
vs
Mag7 $MAGS +3%
Facebook…↗
April 2026 · 3 mentions
Apr 20
Jason Luongo — SpaceX needs aluminum for Starship's airframe, titanium for Raptor engines, copper for every circuit on board, and rare earths for guidance and propulsion.
These are the companies…↗
Apr 19
Mike Investing — The upcoming $2T SpaceX IPO is about to cause a generational rally amongst the full space economy…
Your chance to enter these space sector names below before they squeeze will end…↗
Apr 18
Jason Luongo — Raw Materials & Mining
• $MP ($60.88) — Only scaled rare earth mining and processing operation in the U.S. Pentagon backstopped a $1.25B magnet manufacturing campus with a 10-year…↗
March 2026 · 1 mention
Mar 28
Serenity — Iran has now just drone striked the major UAE Aluminum Plant.
If your first thought like everyone else was:
How do I profit off this?
Here's how:
$CNEX - Smelting process for…↗
January 2026 · 2 mentions
Jan 25
Mike Investing — Critical metals are already facing shortages, & this will continue to worsen until 2030…
These stocks below will be directly benefited.
Copper:
- Freeport McMoRan ~ $FCX
- Hudbay…↗
Jan 2
Daave “3 and 30” Tepper — Despite my size in $cenx, I’ll say, enjoy it while it lasts. At least for non-us aluminum. I’d be long $cenx and short $aa here.↗
December 2025 · 2 mentions
Dec 24
Alfonso De Pablos, CMT — @naveedzafarabr1 That's a custom index we created. But if you’re looking for aluminum-related stocks to follow, you can check out $AA, $CENX, $CSTM and $KALU↗
Lawrence McDonald — This herd behavior aligns with market sentiment rather than contrarian value investing. Sell-side analysts rely on access to company management for insights. Issuing "sell" ratings…↗
Oct 21
Lawrence McDonald — The pattern of sell-side research analysts issuing more "sell" ratings when Alcoa ($AA) stock was lower in October 2023 (at $22, with 3 sells, 4 holds, 5 buys) and more "buy" ratin…↗
Oct 21
Lawrence McDonald — Got Hard Assets?
Sell Side "Research" on Alcoa $AA
October 2023: $AA equity at $22
Buys: 5
Holds: 4
Sells: 3
vs.
October 2025 $AA near $40
Buys: 8
Holds: 5
Sells: 1
Bloomber…↗