$AA — FinTwit mentions on Surfaced

$AA — FinTwit mentions on Surfaced

Recent mentions

25 mentions

@investmentguru_Jul 13, 2026 · 12:51 AM

Earnings Week Ahead (Jul 13-17) Big week for reads across the market — banks, semis, healthcare, and industrials all report. Banks/Financials (Tue-Wed): $JPM $GS $BAC $C $WFC $MS $PNC $USB $STT — sets the tone for credit conditions, rate outlook, and consumer health. Semis/Tech: $ASML (Wed) — global bellwether for chip capex and AI-related demand. $TSM (Thu) — the most important print of the week for our Silicon-to-Substation thesis; foundry commentary drives sentiment across $MU $MRVL $CRDO. Healthcare: $JNJ $UNH $ELV $ISRG — margin pressure and utilization trends in focus. Media/Streaming: $NFLX (Thu after close) — trading near 52-week lows, so reaction matters more than results. Watch for subscriber commentary and ad-tier traction. Industrials/Materials: $GE $AA (Alcoa — aluminum/tariff read-through) $PLD (logistics/real estate). Global tech: $WIT (Wipro) — IT services demand signal. $TSM Thursday is the macro tell for the entire AI infrastructure stack. A strong beat + bullish capex guidance could reignite the semis/AI trade; a cautious tone accelerates rotation into MAG7 defensives. Not financial advice.

@convertbondMay 13, 2026 · 2:59 PM

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.

@convertbondMay 6, 2026 · 3:59 PM

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 $META -7% Microsoft $MSFT -14% Bloomberg

@jasonl_capitalApr 20, 2026 · 6:09 PM

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 supplying them: $AA ($67) - Aluminum. Largest producer outside China. The structural backbone of every launch vehicle. $ATI ($163) - Titanium. 27% aerospace market share. Just doubled capacity. 68% of revenue from aero/defense. $FCX ($70) - Copper. Largest publicly traded copper miner. Powers every system on the space stack. $MP ($64) - Rare earths. Only scaled U.S. mine and processor. Feeds satellite and propulsion supply chains. $TECK ($59) - Diversified critical minerals. Copper, zinc, and steelmaking coal tied to the full industrial buildout.

@mrmikeinvestingApr 19, 2026 · 4:01 PM

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 soon: Spacecraft & Launch Systems - $RDW, $RKLB, $FLY, $LUNR, $YSS Satellite Operators & Services - $AMZN, $ASTS, $SPIR, $PL, $IRDM Raw Materials & Mining - $FCX, $TECK, $MP, $AA Specialty Materials & Alloys - $ATI, $GLW, $MTRN, $CRS, $HXL Electronics and semiconductors - $NVDA, $LITE, $STM, $COHR, $ADI Don’t miss out on these potential life changing investment opportunities…

@jasonl_capitalApr 18, 2026 · 10:33 PM

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 price floor. • $AA ($65.72) — Primary aluminum supplier feeding launch vehicle airframes and spacecraft structures across the Western supply chain. • $FCX ($70.06) — Copper underpins every power system and electronic subsystem in the space stack. Largest publicly traded copper producer globally.

@stocksavvyshayApr 18, 2026 · 1:29 PM

SPACE ECONOMY CHEAT SHEET A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy: Spacecraft & Launch Systems • $YSS manufactures standardized satellite buses for rapid deployment • $RKLB builds launch vehicles, spacecraft systems & broader orbital infrastructure • $VOYG supplies space infrastructure & in-space services for government programs • $LUNR provides lunar landers & surface delivery systems tied to NASA Artemis missions • $FLY develops launch vehicles & lunar lander services for commercial & government missions • $RDW manufactures spacecraft components, deployable structures & in-space manufacturing systems Satellite Operators & Services • $BKSY provides real-time geospatial intelligence & high-revisit satellite imagery • $IRDM operates the only truly global LEO satellite network covering the entire planet • $SPIR delivers satellite-based data & analytics across maritime, weather & RF monitoring • $AMZN building a direct-to-device & broadband satellite network through Project Kuiper + $GSAT assets • $PL operates the largest Earth observation constellation serving commercial, defense & intelligence customers • $ASTS building a space-based cellular broadband network for D2D connectivity with BlueBird 7 launching April 19 & 45-60 satellites targeted by year-end 2026 Raw Materials & Mining • $AA supplies aluminum used in launch vehicles & spacecraft structure • $FCX provides copper that feeds power systems & electronics across the space stack • $TECK offers diversified exposure to critical minerals tied to aerospace & industrial buildout • $MP controls the only scaled rare earth mining & processing asset in the U.S. supporting satellite & propulsion supply chains Specialty Materials & Alloys • $ATI produces titanium & nickel alloys critical to propulsion & aerospace systems • $HXL makes carbon fiber composites used in launch vehicles & satellite structures • $PKE manufactures advanced composite materials for aerospace & defense structures • $CRS supplies high-performance alloys used in rocket engines & spacecraft component • $GLW supplies specialty glass & optical components for satellite communications & sensing • $MTRN provides advanced materials & precision components for defense and space systems Electronics & Semiconductors • $QRVO supplies RF chips & filter components for satellite communications payloads • $LITE supplies optical components & lasers used in high-speed communications links • $ADI supplies precision analog & sensing chips used across satellite and launch systems • $COHR provides lasers & optical components tied to satellite & communications systems • $NVDA provides AI compute infrastructure for satellite data processing & autonomous systems • $STM provides semiconductors for guidance, control & communications in space-grade applications • $AVGO supplies connectivity & networking semiconductors used across communications infrastructure

@investmentguru_Apr 1, 2026 · 2:43 PM

Aluminum is still my favourite for short term $CENX $AA

@investmentguru_Apr 1, 2026 · 2:43 PM

Aluminum is still my favourite for short term $CENX $AA

@investmentguru_Mar 31, 2026 · 11:59 PM

Aluminum is still my favourite for short term $CENX +10% $AA + 5%

@investmentguru_Mar 31, 2026 · 2:10 PM

$AA, $CENX moving

@investmentguru_Mar 31, 2026 · 11:05 AM

Aluminum Supply Shock Middle East strikes hit major smelters — EGA (UAE) and Alba (Bahrain), with Qatalum already cutting output. Aluminum +6% $AA, $CENX moving on supply gap Smelters take months to restart → This could be a lasting supply disruption, not a short-term trade $AA $CENX $KALU $CSTM Not financial advice. DYOR.

@investmentguru_Mar 30, 2026 · 6:08 PM

Aluminium next $AA $CENX

@aleabitoredditMar 28, 2026 · 4:44 PM

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 aluminum production. They benefit when primary aluminum prices hike from global prices. $AA - Bauxite mining, alumina refining, and aluminum smelting. They capture mine -> refinery -> smelter as a pure play way for Aluminum. And of course: Long CME/COMEX Aluminum (ALI). Most people are long oil, but Aluminum from Iran drone striking everything, is a large beneficary of the war.

@paola_rojasFeb 23, 2026 · 4:00 AM

Stanley Druckenmiller made some interesting moves as per their latest 13F filing. Exposure to natural resources (including oil and gas) grew 4x, and digitalisation stayed nearly the same with a small decrease. While viewed as a percentage of allocated capital, natural resources are still small at 3% and $134M in value, but it does show an interesting trajectory. Or as Spock would say, fascinating. among stocks added - $AA Alcoa, Aluminium* - $LSCC Lattice Semiconductor* - $BE Bloom Energy, energy storage for datacenters)* - $YPF YPF, O&G in Argentina - $SCCO Southern Copper* - $ALM Almonty, Tungsten, etc* - $ENTG supplier of materials for semiconductors* sold $CLF Cliffs $STX Seagate Tech** *new **closed position

@the_ai_investorFeb 18, 2026 · 4:12 AM

Druckenmiller's latest Duquesne moves scream macro rotation: - heavy into financials ($XLF) - equal-weight S&P ($RSP), Brazil/emerging ex-China plays ($EWZ calls), - adds in $GOOGL (+277%), $AMZN calls, $ENTG (semis), $AA (commodities rebound bet). Trims on consumer/volatile names like $ROKU (-29%), $EEM (-53%), $TEVA signal profit-taking from laggards. Classic Druck: leaning into US resilience + selective tech/AI while dialing back extended/emerging risks. No position in $NVDA? After previously exiting NVIDIA entirely (confirmed in earlier 13Fs + reports through late 2025), he hasn't re-entered in this update.

@unusual_whalesFeb 17, 2026 · 7:49 PM

BREAKING: Stanley Druckenmiller, Duquesne Family Office, has updated their portfolio: Added: $XLF, $RSP, $EWX calls, $AMZN Amazon calls, $EZ, increased $GOOGL, $CPNG, $NAMS, $AA, $ENTG. Decreased $ROKU, $FIGR, $NTRA, $TEVA, $SEI, $EEM. Full port here: https://t.co/35ThPfy7OO https://t.co/wCCjJL8Dwt

@aleabitoredditJan 26, 2026 · 3:14 PM

Today, all eyes are on Copper, $SLV, and $USAR after US Gov's $1.6B funding. But ever wonder about the more silent trades you should really be watching out for? 1. Tungsten - $ALM 2. Indium - $TECK 3. Bismuth - TSE: $VNP 4. Tellurium - $VNP 5. Molybdenum - $FCX 6. Lithium - $LAC 7. Antimony- $UAMY 8. Gallium - $AA 9. Germanium - $TECK 10. Graphite - $SYAAF This are the list of some of the top Chinese critical minerals/material export control chokepoints and the Western beneficiary. Not everyday do you have foreign governments telling you what to buy.

@mrmikeinvestingJan 25, 2026 · 3:47 PM

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 Minerals ~ $HBM - Southern Copper ~ $SCCO - BHP ~ $BHP - Rio Tinto ~ $RIO - Ivanhoe Electric ~ $IE - Ero Copper ~ $ERO Graphite & Antimony: - NovoNix ~ $NVX - Nouveau Monde ~ $NMG - Westwater resources ~ $WWR - Nova Minerals ~ $NVA - U.S. Antimony ~ $UAMY Gallium: - Rio Tinto ~ $RIO - Alcoa ~ $AA - American Resources ~ $AREC - Element 25 ~ $ELMTF Rare Earths, Separation, & Magnets: - MP Materials ~ $MP - USA Rare Earth ~ $USAR - Idaho Strategic Resources ~ $IDR - Energy Fuels ~ $UUUU - Materion ~ $MTRN - Texas Minerals ~ $TMRC Cobalt: - Glencore PLC ~ $GLNCY - Electra Battery ~ $ELBM Vanadium: - Largo ~ $LGO Tungsten: - Alamonty Industries ~ $ALMTF This is your chance to catch the wave, & benefit from the ongoing metal supply issue…

@institlpgpJan 2, 2026 · 7:14 PM

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.

@alfchartsDec 24, 2025 · 7:03 PM

@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

@institlpgpDec 23, 2025 · 5:48 PM

Aluminum stocks today $cenx up 6 $aa flat $kalu flat Why?

@convertbondOct 21, 2025 · 11:26 AM

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 when a stock is already low (like $AA at $22) carries less risk of alienating management, as the negative outlook aligns with the market’s view. Conversely, issuing "buy" ratings when the stock is high (like $AA at $40) maintains positive relationships with companies, which is critical for analysts’ access to information and credibility with clients.

@convertbondOct 21, 2025 · 11:24 AM

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" ratings when it was higher in October 2025 (near $40, with 1 sell, 5 holds, 8 buys) reflects behavioral and structural incentives in the analyst industry, not necessarily a deliberate strategy to "sell low and buy high." Via @grok

@convertbondOct 21, 2025 · 11:20 AM

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 Bloomberg data, ANR function.