Who mentions $BHP most on Surfaced?

@yasutaketin (シバイヌおやびん（投資系VTuber）) mentions $BHP most — 2 mentions in the past 12 months.

When was $BHP first mentioned on Surfaced?

The earliest tracked mention of $BHP in the Surfaced archive was on Sep 30, 2025.

How many voices track $BHP?

7 FinTwit voices have mentioned $BHP 11 times in the past 12 months.

What kind of voices mention $BHP most?

$BHP is mentioned most by Long Research voices on Surfaced.

$BHP — FinTwit mentions on Surfaced

Recent mentions

11 mentions

@yasutaketinJun 4, 2026 · 7:19 AM

思いつく代表銘柄を書いておくね。・エネルギー、パイプライン、資源株 $CVX $ENB $OKE $COPX $BHP ・設備投資の恩恵を受ける資本財・電力インフラ株 $GEV $ETN $CAT ・値上げしても需要が落ちにくい生活必需品株 $PEP $BTI ・利益成長が金利上昇を上回る高収益テック株 $NVDA $GOOGL $MU ・一部の保険株、銀行株 $CB $JPM

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@yasutaketinMay 20, 2026 · 5:14 AM

【焦点】鉱業株に急ピッチで資金流入、運用大手は「スーパーサイクル」期待 $BHP $RIO （5/1）・人工知能（AI）インフラ投資、防衛支出の増加、およびテック株からの資金移動により、鉱業・金属セクターへ数年ぶりの急ペースで資金が流入している。・大手の資産運用担当者からは、同セクターが「スーパーサイクル」の初期段階にあるとの指摘が出ている。・調査会社ETFGIのデータによると、鉱業株ETFの運用資産残高は3月31日時点で874億ドルとなり、前年同期の370億ドルから倍以上に拡大した。・鉱業株は第1四半期に82億4000万ドルの買い越しとなり、前年同期の25億2000万ドルの売り越しから大幅に反転した。・有形資産への資金循環が史上まれに見る速さで進んでおり、石油・天然ガスや農業セクターにも大量の資金が流入している。・ブラックロックのポートフォリオマネジャー、エビー・ハンブロ氏は、電力網、データセンター、EV関連などの設備投資急増が、経済を「資材集約型」に変化させていると分析する。・かつての中国の都市化によるブームとは異なり、今回のサイクルはAI、電動化、防衛など需要の分散が進んでいるため、底堅いと評価されている。・一方でアナリストや投資家は、金属市場が株式・債券市場と比較して小規模であるため、供給網のボトルネックによる価格の急変動リスクを警告している。・工業金属への資金流入が目立つ一方、金（ゴールド）は高値警戒感から利益確定の売りが出ており、バンエック金鉱株（GDX）ETFからは3月だけで7億1000万ドルが流出した。・投資家は、伝統的な安全資産である金よりも、エネルギー安全保障やインフラ投資に関連する銅、鉄鋼、レアアースといった実体経済の需要増に賭けている状況がある。 https://t.co/d35WqSLGPx

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@paola_rojasMay 13, 2026 · 8:00 PM

Remarkable. Chile has been producing more copper than any other country for decades. In 2024, it produced 5.3Mt, with DRC and Peru filling up the rest of the podium. Absolute leaders. But here's the thing. We must keep an eye on Argentina... it may not be in the chart just yet, but things are changing. There are a bunch of advanced copper projects in the Andes, waiting for certainty. Thanks to Milei, they are on track to get it. 📇 $MUX $BHP $LUN 📊 @VisualCap

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@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.

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@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

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@marhelmdataFeb 17, 2026 · 10:27 AM

$BHP plans +1.8–2 M t copper capacity over the next decade, with major SA projects 2029–2038. FY25/26 guidance steady at 1.9–2 M t. Global demand set to jump 34 → 50 M t by 2050; producers must add 10 M t/yr by 2035. Copper supply crunch looms!

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@moninvestorFeb 16, 2026 · 1:40 AM

$BHP the world's largest mining company, is seeing strong growth driven by copper demand. CEO Mike Henry explained on CNBC few months ago that copper needs are accelerating due to multiple factors working together: > traditional economic and population growth. > newer demands from the energy transition. > AI data centers, and electric vehicles. The company expects global copper demand to grow by up to 70% by 2050, making it an increasingly valuable commodity. New copper deposits are becoming harder to find and more expensive to develop, which creates great opportunities for the whole sector. BHP has a major project called Resolution mine in Arizona that could supply 25% of US copper demand for decades once operational. This project has received support from the Trump administration and represents a potential $10 billion investment, though it's still working through some legal challenges and needs extensive exploration work costing hundreds of millions before a final decision. The US government is focused on securing critical mineral supply chains, viewing copper as essential for national security. I still believe ETFs are the best way to invest in the whole sector: $COPX, $ICOP, and $COPP. Large established players: $BHP, $SCCO, $FCX, $TECK, and $RIO. Smaller, high-risk growth plays: $NAK, $WRN & $IVN, $ERO.

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@mrmikeinvestingFeb 1, 2026 · 11:09 PM

This precious metal has been completely overlooked by many, but wont be for long… That is #Copper, & it is currently breaking out of a 20+ year resistance. AI is ran by power, & this power is run directly by Copper. These Copper related names will be the first to rocket higher: $FCX ~ Freeport-McMoRan $SCCO ~ Southern Copper $TECK ~ Teck Resources $COPX ~ Global Copper ETF $RIO ~ Rio Tinto $BHP ~ BHP Group $PWR ~ Quanta Services Do not miss your opportunity to strike on this upcoming copper super cycle. Save this post to look back on later…

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@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…

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@ftr_investorsJan 6, 2026 · 8:39 PM

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@marhelmdataSep 30, 2025 · 7:23 PM

China’s state buyer CMRG has instructed major steelmakers & traders to suspend all new dollar-denominated $BHP cargoes, according to reports. Iron ore futures rose 1%+ to $104/t as Beijing flexes pricing power in the 75% share of global importers. $GOGL $SBLK $DSX

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