Lawrence McDonald — @GregorPepe @VictoriaViorela lol
😆
Last 12-months
$SIL +106%
$COPX +103%
$GDX +68%
Vs
$MAGS +35%
If it was a fight, there’d stop it.↗
May 25
mon — My favourite stocks/ETF by sector:
- Nuclear: $SMR
- Robotics: $OUST
- Rare Earth: $UAMY
- Copper ETF: $COPX
- Memory ETF: $DRAM
- Health: $HIMS & $IBRX
- AI Infrastructure: $I…↗
mon — Copper prices will have to rise.
Chamath - "The asset that is set up to go absolutely parabolic is copper. The reason is that it is, at least as it stands today, the most useful,…↗
Mar 15
mon — @v1FhtIbSaXJxOvg I think so, great hedge against the macro environment right now.
+ The demand is expected to increase significantly over the coming decade.
$COPX is my favourite…↗
Mar 14
Lawrence McDonald — Hard Assets vs. Financial Assets in a Multipolar World
2026
Coal $CNR +33%
Oil & Gas $XOP +33%
Natural Gas $FCG +27%
Gold $GLD +16%
Uranium $URNM +16%
Silver $SIL +13%
Copper…↗
mon — So many great stocks, so little capital. 🧐
If I were building my own ETF:
$IREN
$ONDS
$CIFR
$NBIS
$WULF
$IBRX
$PL
$ASTS
$RKLB
$NUAI
$POET
$ALMU
$KRKNF
$UAMY
$COPX
$OUST
$TE
$ENPH…↗
Feb 16
Lawrence McDonald — Markets are Speaking $XME & $COPX are printing life-changing gains as globalization dies, AI buildouts surge & supply wars heat up, mining equities are still vastly under-o…↗
Feb 16
mon — While retail is panicking over US job numbers that have been revised down by over 1 million, I'm here researching copper.
My next safe haven stock is going to be in the copper sec…↗
Lawrence McDonald — 2026
Nat Gas $UNG +38%
Oil Svs $OIH +22%
Copper $COPX +18%
Silver $SLV +17%
Brazil $EWZ +17%
Uranium $SRUUF +16%
Coal $COAL +13%
Gold $GLD +12%
Global Value $GVAL +11%
Palladium $…↗
Jan 26
mon — My top copper stocks/ETF:
$NAK +18%
$COPX +6%
$WRN +4%↗
Jan 26
mon — Two stocks I’m watching closely are Western Copper and Gold $WRN and Northern Dynasty Minerals $NAK.
Of course it’s going to be very high risk speculative stocks. 👀
For safety…↗
December 2025 · 3 mentions
Dec 19
Lawrence McDonald — Here come the bulls - “Copper prices are approaching record highs, driven by Goldman Sachs' bullish forecast and concerns over mine supply constraints.” December 2025
2025
Copper…↗
Dec 12
Lawrence McDonald — Total Equity Market Cap
Nvidia $NVDA $4400B
Copper Miners $COPX $700B
*Nvidia trades at 24x sales. That's because 800-900 data centers are expected to be constructed in the USA o…↗
Dec 12
Lawrence McDonald — Planet Earth alert, we are in trouble. That's an extra 12.5mmt (above), NOT counting forocious demand (12% CAGR) growth from countries like India:
2025: 1,900,000mmt
2015: 600,000…↗
November 2025 · 3 mentions
Nov 28
Lawrence McDonald — *LME COPPER RISES AS MUCH AS 2.5% TO NEW RECORD HIGH
2025
$COPX +70% (Copper Miners 2x Nvidia $NVDA)
*Power Grid rebuild. A typical hyperscale data center (100–200 MW) contains…↗
Nov 16
Lawrence McDonald — Since November 2024
The Era of Fiat Currency Debasement?
Silver $SLV +65%
Platinum $PLTM +65%
Gold $GLD +54%
Nuclear $NUKZ +51%
Copper $COPX +48%
Palladium $PALL +38%
Bitcoin $I…↗
Nov 1
Lawrence McDonald — 2025
Hard Assets vs. Paper Certificates
Gold $GDX +112%
Silver $SIL +110%
Power $NUKZ +79%
Copper $COPX +63%
Uranium $URNM +60%
vs.
Mag7 $MAGS +24%
S&P 500 $SPY +17%
Softwa…↗
October 2025 · 9 mentions
Oct 30
Lawrence McDonald — 2025: Equities
Copper $COPX +65%
Big Tech $QQQ +24%↗
Oct 18
Lawrence McDonald — 2025, an Epic Year
$GDX +132%
$SIL +132%
$REMX +83%
$PLTM +76%
$NUKZ +72%
$COPX +60%
$PALL +59%
$SOXX +33%
$SLX +26%
$MAGS +18%
$IBIT +14%
$TLT +4%
Bloomberg data l↗
Oct 15
Lawrence McDonald — 2025
Uranium + Metals $URA +117%
Nuclear (Power) $NUKZ +78%
Copper $COPX +66%
Uranium $URNM +64%
Vs.
Nasdaq 100 $QQQ +18%
Mag7 $MAGS +17%
Tesla $TSLA +8%
Apple $AAPL -1%
Amazo…↗
Oct 9
Lawrence McDonald — Copper is up another 3% today. Did they finally figure out AI is a pipe dream without a lot more copper?
*Year to date - $COPX +70% > NVDA +40%, MSFT +25%, META +22%, AAPL +3…
September 2025 · 2 mentions
Sep 29
Lawrence McDonald — Gold up 13% since late August, just +4% away from $4000. Copper miners $COPX up +40% since August, the great migration is upon us, buckle up!↗
Sep 24
Lawrence McDonald — 2025
Rare Earths $REMX +66%
Platinum $PLTM +62%
Nuclear $NUKZ +59%
All Metals $XME +59%
Copper $COPX +46%
Vs.
Tesla $TSLA +9%
Apple $AAPL +1%
Amazon $AMZN +0%↗
Lawrence McDonald — A seismic shift is upon us - Hard assets vs. Financial asset. Looking forward, we need an entirely new portfolio construction. AI disruption, we must pay attention.
2025
Copper $…↗
Lawrence McDonald — One Year
Silver $SLV +161%
Copper Miners $COPX +124%
Gold Miners $GDX +94%
Uranium $URNM +80%
Forcing the U.S. banks to buy $1T of Treasuries while claiming to reduce the Fed’s…↗
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…↗
— Copper is still in play 🔶 — one of the strongest macro tailwinds right now. Between electrification, EV demand, grid upgrades, and AI/data center power needs, the demand story isn…
— $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 t…
mon — Buying Copper stocks in 2026 could be like buying Bitcoin in late 2022.
> 42 million metric tons needed by 2040.
> That's 50% increase in demand.
> AI data centers 3x their copper…↗
Feb 14
Lawrence McDonald — 2026
AI Power - Infrastructure
Nuclear $URNM +26%
Copper $COPX +22%
Natural Gas $FCG +14%
Industrials $XLI +12%
AI Cash Burn
Mag7 $MAGS -6%
Tech $QQQ -2%
*Free cash flow Mag…↗
Feb 9
Lawrence McDonald — One Year
$COPX +104%
Vs.
$NVDA +42%
$MAGS +16%
$MSFT -2%
$CLOU -25%
$CRM -42%↗
Leveraged Cat — Coming back to my winners - $SOLS and $Q are all you need. Still feel it is early here
$MU - not early here at all but i liked it before and i like it now. Think we have entered a…↗
Feb 1
Mike Investing — 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, &…↗
Lawrence McDonald — 2025
AI Power Infrastructure
$NUKZ +65%
$COPX +62%
$URNM +48%
AI Capex
$MAGS +18%
*Are you in yesterday’s trade or tomorrow’s? https://t.co/34hMPrqHzC↗
Oct 4
Lawrence McDonald — 2025
Copper Miners $COPX +63%
Apple $AAPL +3%
Amazon $AMZN +0%
The US power grid is 30 years old in some areas, 50 in others. To support AI data centers, EVs, and robotics (100M…↗
Oct 2
Lawrence McDonald — 2025 as of Aug 30th
Gold Miners $GDX 86%
Silver Miners $SIL 83%
Platinum $PLTM 50%
Rare Earth Metals $REMX 62%
Nuclear $NUKZ 44%
Copper Miners $COPX 31%
Steel $SLX 22%
Palladium $…↗