Lawrence McDonald — 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.↗
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…↗
April 2026 · 1 mention
Apr 17
Paola Rojas 🐝 — Lithium and Argentina: this might be a bit controversial.
$LAR $RIO
— Luis Saenz, @synergyrescap https://t.co/GGrbq84Pqd↗
March 2026 · 2 mentions
Mar 12
Paola Rojas 🐝 — Energy Transition ETFs.
Today:
$PICK iShares MSCI Global Metals & Mining Producers
It provides exposure to a basket of producers and developers, excluding gold and silver.
This…↗
Mar 11
Paola Rojas 🐝 — BREAKING: Rio Tinto secures $1.18 billion financing for lithium project in Argentina's Lithium Triangle per @ReutersCommods ▣ $RIO↗
February 2026 · 9 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 25
Black Panther Capital — While $IREN, $NBIS, $CIFR, $WULF, $META, $GOOG, $AMZN & $MSFT build and scale their data centers.
The demand for copper is set to 6x.
Copper stocks to watch:
> $SCCO
>…↗
Feb 22
Paola Rojas 🐝 — Hey hey! $RIO plans to invest $1 billion annually over three years to boost lithium output in Canada and Argentina. Meanwhile, how much are you planning to invest?↗
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
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…
December 2025 · 1 mention
Dec 11
Lawrence McDonald — Hard Assets, Financial Repression, Regime Change
$RIO > $AMZN Amazon since 2021
*File under things you will NOT hear on CNBC. Bloomberg terminal data. https://t.co/AmJ10k3gnA↗
— Here’s how I’m looking at sector leaders 👇
Critical Minerals (Lithium, Nickel, Graphite)
$CRML
$ALB
$LAC
$VALE
$UAMY
Rare Earth Elements (NdPr Magnets, Strategic Materials)
$M…
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…↗
Feb 16
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…↗
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
Shay Boloor — $AMZN bought U.S.-mined copper for the first time in over a decade securing supply from $RIO Johnson Camp mine in Arizona for AWS data centers.
As AI drove power demand higher, co…↗
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 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 9
The Future Investors — $RIO $GLEN Rio Tinto is in early talks to buy Glencore in a potential all-share deal that would create the world’s largest mining company 🌍⛏️, driven by a push to expand copper ex…↗