Who mentions $FCX most on Surfaced?

@yasutaketin (シバイヌおやびん（投資系VTuber）) mentions $FCX most — 14 mentions in the past 12 months.

When was $FCX first mentioned on Surfaced?

The earliest tracked mention of $FCX in the Surfaced archive was on Dec 9, 2025.

How many voices track $FCX?

14 FinTwit voices have mentioned $FCX 76 times in the past 12 months.

What kind of voices mention $FCX most?

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

$FCX — FinTwit mentions on Surfaced

Recent mentions

76 mentions

@moninvestorJun 16, 2026 · 10:59 AM

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 running today. Way to invest? Own the supply chain, layer by layer. Layer 1 is the chips. These are the processors that actually run AI. > $NVDA is the leader and sells the most AI chips in the world. > $AMD is its biggest competitor and is selling more AI chips every quarter. > $AVGO designs custom AI chips for companies like Google that want their own alternative to Nvidia. > $TSM is the factory that physically manufactures nearly all of these chips. > $MU makes the high speed memory that gets attached to every one of them. Layer 2 is networking. Thousands of chips only become a supercomputer if they can talk to each other at extreme speed, and these companies make that possible. > $MRVL makes the chips that connect everything together. > $ANET sells the switches that direct traffic inside AI data centers. > $ALAB connects the components inside each server rack. > $CRDO makes the high speed cables and signal boosters between racks. > $CSCO is an old networking giant that is now winning large AI orders. Layer 3 is optics. This equipment moves huge amounts of data using light through fiber instead of electricity through copper, because light is faster over distance. > $LITE and $COHR are the two biggest players in lasers and the transmitters that send data as light. > $AAOI is a smaller company supplying these parts to the big cloud players. > $FN manufactures the components inside many of these systems. > $CIEN carries this traffic across long distance networks between cities. > $SIVE is a speculative pick here, a small Swedish company working on light based chips for AI data centers with partners like GlobalFoundries. It is high risk. Layer 4 is the data centers themselves, the actual buildings full of these chips. > $NBIS, $CRWV and $IREN are building AI computing capacity at an incredible speed and rents out massive amounts of Nvidia chips to AI companies. > $VRT supplies the power and cooling systems inside the buildings. > $DELL and $SMCI assemble the server racks. > $EQIX owns the real estate where much of this compute lives. Layer 5 is power, which I believe becomes the biggest bottleneck of this decade. A large share of planned US data centers is being delayed because there are not enough transformers, electrical equipment, and grid connections to power them. > $CEG and $VST own the nuclear and gas plants that the tech giants are signing decades long contracts with. > $GEV builds the turbines and grid equipment. > $ETN supplies the electrical gear inside every facility. > $PWR is the contractor physically building out the grid. Then there is the layer almost nobody connects to AI, and this is where the most interesting opportunities hide. $CAT is a perfect example. Most people see a construction equipment company, yet its generator business is booming because every data center needs backup power on site, and management now brings up data centers on every earnings call. $FCX mines copper, and this entire buildout consumes enormous amounts of it. $MP mines rare earths, which go into the magnets inside motors, turbines, and cooling systems. $UAMY is a more speculative one in antimony, a critical mineral used in batteries and electrical equipment. The common thread is that the AI buildout reaches much further into the economy than most investors realize. This is a buildout that will run for years. Own the companies supplying every layer and give the thesis time to work. NFA

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