$FCX — FinTwit mentions on Surfaced

$FCX — FinTwit mentions on Surfaced

Recent mentions

15 mentions

@mrmikeinvestingMay 7, 2026 · 2:23 AM

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, $WDC Photonics ~ $AAOI, $AEHR, $LITE, $MRVL The current phase is Neo Cloud/AI infrastructure: $IREN, $NBIS, $CRWV, $CIFR, $APLD Next wave (many will miss) Rare Earths ~ $USAR, $MP, $UUUU, $FCX Power & Cooling~ $VRT, $CEG, $OKLO, $OSS Finally it all concludes with these 3 sectors: Robotics ~ $TSLA, $PATH, $SERV Space ~ $RKLB, $ASTS, $PL, $LUNR Drones ~ $ONDS, $AVAV, $LMT Many will make generational wealth from this AI super cycle over the next 7 months. Save this to look back on later…

@jasonl_capitalApr 29, 2026 · 12:27 PM

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, and data centers. Q1 EPS of $0.57 beat estimates by 21%. Stock just hit an all-time high near $71. As electrification scales globally, copper demand is only going one direction.

@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.

@aleabitoredditMar 23, 2026 · 7:37 AM

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, lightweight metal frames for server racks. $UURAF- Separation of rare earths. $ARA - Upstream feedstock for magnets $MEI - IAC deposit outside of China. $NTU - hard-rock heavy rare earths These are all more under the radar stuff like sub <$1B. Then for robotics supply chains I made this earlier: $UUUU - Processes monazite sand into high-purity Neodymium $MP - Extracting bastnäsite at Mountain Pass and vertically integrating into domestic NdFeB magnet manufacturing. $ALOY - Converting heavy rare earth oxides into defense-grade alloys and high-temperature metals like Samarium and Gadolinium $USAR- Process heavy rare earth elements and manufacture sintered NdFeB magnets $LYSDY -(Lynas Rare Earths Limited) - Only commercial producer of separated heavy rare earth elements outside of China. $NEO -(TSX): They are the only Western company commercially producing the actual NdFeB magnetic powders and alloys at scale right now. $ILU- (rare earths refinery): rare earths refinery for Australia $ARU- (ASX): "Ore-to-oxide" NdPr facility 2. Structural Metallurgy (Niobium, Vanadium, Titanium, Beryllium) $ATI - Dominant US producer of high-performance titanium and specialty alloys required for robotic joints. $CRS - US supplier of specialty structural alloys, including the high-strength steels, titanium, and magnetic $FCX - World's largest producer of Molybdenum, which is strictly necessary for the structural steel in planetary roller screws. $NB - Critical pure-play company developing the Elk Creek project in Nebraska, aimed at supplying domestic Niobium, Scandium, and Titanium $MTRN - Major global processor of Beryllium $LGO - Leading publicly traded processors of Vanadium $BMM - Onshore supply and processing for like Germanium and Gallium $VNP - Gallium, Germanium, and Indium for advanced sensors and electronics $TECK - Most significant producer of Germanium outside of China $ALB - Lithium extraction $EAF - High-purity Graphite for battery anodes $ALTM - Western lithium required to supply the batteries $SYR - Balama mine for Graphite $FCX - Humanoid requires up to 6.5 kilograms of copper $AW1 (ASX): Advancing the West Desert project in Utah, for domestic geological sources for high-grade Gallium and Indium I'm aware of a lot of more... It's just some are a little dangerous to mention geopolitically in case I broadcast vulnerabilities to geopolitical adversaries reading this (looking at you $AXTI) If you're going long on a western one 5n my favorite. Image source: Crossdock Insights, Visual Capitalist FYI this is not the pandoras box stuff. Just name dropping some interesting names informally before finishing up some research on a specific long idea. Critical elements required for semiconductor packaging and others close to near-total import reliance -> so prob influx of funding going toward it. Just informal thoughts

@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.

@moninvestorFeb 15, 2026 · 11:20 AM

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 consumption. > EV requiring 4x more copper per vehicle. > Grid expansion eating up 15.7m metric tons. $WRN, $NAK, $COPX, $FCX & $SCCO.

@institlpgpFeb 3, 2026 · 1:45 AM

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

@mrmikeinvestingFeb 2, 2026 · 11:55 PM

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 includes: $FCX ~ Copper supplier for electrification, EV’s, & grid expansion. $MP ~ Controls the only rare earth mine in the U.S. $USAR ~ Developing domestic rare earth processing, & magnet production. $NVX ~ Building battery materials, & cathode production. $UAMY ~ Produces antimony, & specialty metals. These 5 names are your current best investment opportunities within the critical mineral sectors…

@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…

@wliangJan 27, 2026 · 12:01 AM

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. $ERO $FCX $SCCO $TMQ and more. https://t.co/X86HzBBwAo

@wliangJan 25, 2026 · 5:19 PM

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. $FCX +42% from BDs. $SCCO +79% from BDs. $TMQ +18% from BDs. Will share potential entries soon... https://t.co/UKeBoW6TUq

@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…

@institlpgpDec 9, 2025 · 2:39 AM

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, old school, reflation Copper, Aluminum $fcx $teck