Freeport-McMoran Copper & Gold. Every tracked FinTwit mention of $FCX, newest first. 76 mentions since the first on Dec 9, 2025. See the price chart.
June 2026 · 4 mentions
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 12
Paola Rojas 🐝 — Electrification is growing in mine sites globally.
$FCX $GLEN
— Luis Saenz, @synergyrescap https://t.co/VGehnzfzBl↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 6
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
Alphatica — Signal #002: 20-Day Final
Published April 14. Tracked publicly every day for 20 trading days. Was -2.51% at its worst. Finished at +5.96%.
20-Day Results: Longs +2.48% | Shorts +…↗
May 9
Alphatica — Signal #002: Day 19 of 20
One day left. From -2.51% to +5.14%. Both sides positive.
Cumulative: Longs +1.61% | Shorts +3.53% | L/S +5.14%
$CNC just crossed +50%. The model called…↗
Alphatica — Signal #002: Day 13 of 20
From -2.51% to +3.05%. This signal came roaring back.
Today: Longs +1.19% | Shorts -0.16% | L/S +1.03% Cumulative: Longs +1.94% | Shorts +1.11% | L/S +…↗
Apr 29
Alphatica — Signal #002: Day 12 of 20
Both sides green. The spread is building.
Cumulative: Longs +0.93% | Shorts +1.28% | L/S +2.21%
$CNC +44.04%, one of the biggest single-stock moves we'v…↗
Apr 29
Alphatica — Signal #002: Day 12 of 20 (Pre-FOMC)
Signal #002 just flipped cumulative green. Both sides positive for the first time.
Cumulative: Longs +0.28% | Shorts +0.51% | L/S +0.79%
$CN…↗
Serenity — Normally this goes in shower thoughts but will post main timeline today.
$ALOY - Rare earth powders -> high-purity metals. Magnets used in the liquid cooling pumps
$NB - Scandium,…↗
February 2026 · 24 mentions
Feb 27
InvestmentGuru — Copper play in market if you looking for
$FCX Major producer
$BHP Mega cap miners
$SCCO low cost producer
$TECK Mid cap
$RIO Diversified miners
$COPX ETF
$ARG…↗
Feb 27
InvestmentGuru — Despite another blockbuster quarter from $NVDA, the market reaction says everything: enthusiasm for AI is being capped by rising anxiety over the sustainability of massive capex.…↗
Wayne Liang — Silver should have a bit more room to run before we see a steep correction. I'd estimate 1-3 more months of euphoria before this happens.
Copper will remain bullish until then.
$…↗
December 2025 · 5 mentions
Dec 29
TheValueist — $FCX $SCCO $TECK (Bloomberg) -- Copper reopened in bullish form after a two-day break on the London Metal Exchange, with prices surging nearly 7% to an all-time high.
The metal ros…↗
Dec 28
TheValueist — $FCX Freeport-McMoRan: Grasberg Disruption, Strategic Copper Outlook, and Investment Thesis
Freeport-McMoRan is currently navigating a period of heightened operational and financi…↗
— We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…
Alphatica — Signal #002: Day 16 of 20
From -2.51% to +4.51%. Both sides positive and accelerating.
Today: Longs +1.43% | Shorts -0.45% | L/S +0.97% Cumulative: Longs +2.18% | Shorts +2.33% |…↗
May 4
Alphatica — Signal #002: Day 15 of 20
From -2.51% to +3.69%. Both sides positive. The recovery continues.
Cumulative: Longs +0.98% | Shorts +2.71% | L/S +3.69%
The short book is carrying th…↗
May 1
Alphatica — Signal #002: Day 14 of 20
Short book carrying. Both sides green.
Today: Longs -0.17% | Shorts +0.58% | L/S +0.41% Cumulative: Longs +2.01% | Shorts +1.19% | L/S +3.20%
$PH +10.7…↗
— 7. $FCX - Freeport-McMoRan
One of the world's largest copper miners with the Grasberg mine in Indonesia and Morenci in Arizona. Copper is essential for EVs, grid infrastructure, a…
Alphatica — Signal #002 — Day 11 of 20
$CNC just exploded +13.95% today. Now +32.29% cumulative. The model called it on April 13.
SPY -0.49%. Our short book made money in a down tape: $MAA -…↗
Apr 27
Alphatica — Signal #002: 10-Day Final
SPY rallied +4.24% in 10 days. Being short anything in that tape feels like stepping in front of a train. Our short book made money.
10-Day Results: Lon…↗
Apr 24
Alphatica — Signal #002: Day 9 of 10
Both sides green today. $NEM exploded +8.03%. The model called it.
Today: Longs +1.11% | Shorts +0.34% | L/S +1.45% Cumulative: Longs -1.45% | Shorts +0.…↗
Apr 22
Alphatica — We encourage you to sign up. Signal #002 will likely be the last batch we publish publicly on this platform. Not because we don't want to, but because there's real edge here, and w…↗
Apr 21
Alphatica — Signal #002 — Day 6 of 10
As Signal #001 winds down at +17.40% cumulative L/S, we're now publicly tracking Signal #002.
Email subscribers received these picks 6 trading days ago…↗
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…↗
Apr 18
Shay Boloor — 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…↗
Jason Luongo — Buying copper today is like buying gold at $2,000/oz before it ran to $5,000.
AI data centers use 10x the electrical load of traditional facilities. EVs need 4x more copper than g…↗
mon — $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
Frenchie — 📊 Les data centers représentent maintenant 7% de la consommation d’énergie américaine
Je doute que ça s’arrête là, je suis bull sur :
$CIFR $NBIS $IREN
Mais aussi sur les dif…↗
Daave “3 and 30” Tepper — Commodity inflationary impulse incoming $cenx $fcx
It’s gunna feel good for a short while
Don’t forget the excess debt and anger in the system↗
Feb 2
Mike Investing — President Trump announced earlier today a new $12B critical minerals stockpile that’ll be focused on rare earths…
This opens up demand to many U.S. critical metal suppliers which…↗
Feb 2
Jason Luongo — @zerohedge Some critical metal stocks incase your wondering👇
$MP
$FCX
$UUUU
$USAR
$COPX
$UAMY
$LAC
$TMX↗
Feb 2
Shay Boloor — President Trump is set to launch a $12B strategic critical-minerals stockpile focused on rare earths and other supply-constrained materials.
The move elevates U.S. producers most…↗
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, &…↗
Feb 1
Jason Luongo — The White House is telling you where funding is going:
AI - $IREN
Chips - $NVDA
Power - $BE
Defense - $LMT
Robotics - $AMZN
Drones - $ONDS
Space - $RKLB
Energy storage - $ENS
Nucl…↗
Jan 26
Serenity — 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 - $A…↗
Jan 26
Jason Luongo — @oguzerkan This is bullish for $FCX $SCCO $BHP and many other copper mining stocks.↗
Jan 26
Jason Luongo — 5 Stocks to consider if a copper shortage is coming in 2026:
• $FCX - Freeport-McMoRan
• $SCCO - Southern Copper Corporation
• $BHP - BHP Group
• $RIO - Rio Tinto
• $TECK - Teck R…↗
Jason Luongo — @KobeissiLetter For those wondering copper mining stocks below 👇🏻
$BHP
$THB
$ERO
$TMQ
$FCX
$RIO↗
Jan 25
Wayne Liang — I've made multi-millions investing in themes.
AI, Space, Defense, the list goes on.
One theme that's been catching momentum lately is copper. Keep an eye on:
$ERO +110% from BDs…↗
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 24
InvestmentGuru — Copper play in market if you looking for
$FCX Major producer
$BHP Mega cap miners
$SCCO low cost producer
$TECK Mid cap
$RIO Diversified miners
$COPX ETF
$ARG…↗
Jan 23
Serenity — @Ren_aramb Good question, so for high purity copper (OFHC Copper / CuCrZr), $FCX and $SCCO.
$MTRN for CuW (Copper-Tungsten).
$APH and $TEL for copper infra between engine -> l…↗
Jan 22
TheValueist — $FCX (Dow Jones) -- Freeport-McMoRan said fourth-quarter production was significantly hurt by the ongoing suspension of operations at one of its mines, though higher prices for pre…↗
Shay Boloor — NATIONAL SECURITY CHEAT SHEET
Nuclear
• $MIR building radiation detection & nuclear safety systems
• $LTBR redesigning nuclear fuel to extend reactor efficiency
• $NXE developing…↗
Jan 15
InvestmentGuru — Critical Minerals Stocks to Watch as Supply Chains Go Strategic.
Rare Earth Elements & Multi-Resource
$MP, $IDR, $USAR
$CRML, $TMC, $TMRC, $UAMY, $NB, $UUUU, $AREC, $PPTA, $IPX
G…↗
Jan 13
Shay Boloor — CRITICAL MINERALS CHEAT SHEET
The next phase of industrial policy, electrification, AI infra & defense spending is defined by input constraints with these companies sitting at the…↗
Jan 12
TheValueist — 🙏thank you. On the equities side, I follow $FCX $TECK $SCCO and feel like TECK is the most interesting long here. Fundamentals v. momentum/trend following at this point, I believe…↗
Jan 5
Black Panther Capital — 🚨HERE IT COMES. TRUMPS NEXT MOVE:
Here 20 companies to look out for if Trump sits down to negotiate with Greenland.
$CRML, Mining $MP, Materials $UUUU, Mining $LMT, Aerospace &…↗
Daave “3 and 30” Tepper — not early and not out of consensus as the long end of global rates curves already reflect
Question is whether commodities do
Not precious metals, which are pro ZIRP
This is real…↗