COPX
Global X Copper Miners ETF
Mentions (24Hr)
-50.00% Today
Reddit Posts
Copper is the #1 Medium to Long Term Opportunity Out There, Here's Why
Challenge my Thesis, "Copper is the Opportunity of the Decade"
[MINING THREAD] What are some of the best precious/industrial metal pennystock buys rn? Set me straight fellas
Cleveland Cliffs $CLF - The Infrastructure Steel Play
Play with the commodity super cycle: let us find miners!
Mentions
+7% YTD Most of portfolio was GRID, PPH, NVDA, COPX Sold everything on February, 25 I was expecting the attack on Iran by 🧃 forces. Sometimes the only winning move is not to play. Very sad that 🥭 started this war. Currently expecting 🥭 start a new step "Boots on the ground". He just need some justification for this attack
+7% YTD Most of portfolio was GRID, PPH, NVDA, COPX Sold everything on February, 25 I was expecting the attack on Iran by 🧃 forces. Sometimes the only winning move is not to play. Very sad that 🥭 started this war. Currently expecting 🥭 start a new step "Boots on the ground". He just need some justification for this attack
PBDC was mentioned below COPX is an option. * **PDBC:** Invests in liquid futures contracts across a broad spectrum of commodities, including energy (oil, gas), precious metals (gold, silver), industrial metals, and agriculture. It is actively managed to minimize the cost of rolling futures contracts ("contango"). * **COPX:** Invests in a portfolio of stocks of companies involved in copper mining, smelting, and refining. It is a passive, index-tracking fund that behaves more like an equity ETF than a raw commodity fund.
I would be the one to move most of my money the Thurs before the war. Getting crushed on COPX and well everything
trades for today: selling COPX for 2% gain, going risk off.
i'm gonna go risk off... selling off my COPX today for a 2% gain
selling my COPX to break even, that's what i call risk management
selling my COPX today to break even. going risk-off
check out COPX Get fucking long, boyos.
Glad I bought some WMT and COPX a week ago… hedging
Yea it’s not like it’s a hidden gem. CENX, SETM, COPX, and TFPM have all been holding my portfolio up while the S&P has been going sideways.
COPX was being talked about everywhere during the gold and silver bull run
AI/data centers are a real copper tailwind, but I'd separate the "AI narrative" from the broader electrification + grid-upgrade cycle. - Data centers pull a lot of power, but the big copper sink is generation + transmission buildout (substations, transformers, cable) plus EV/renewables. AI accelerates some of that, but it's not the only driver. - COPX (miners) is still a leveraged equity bet: geopolitics, capex, cost inflation, FX, grades, permitting. A copper bull market can still be ugly for a specific miner. - What I'd watch to sanity-check the thesis: LME/COMEX inventory trends, project pipeline/capex announcements, and whether price strength is coming with real physical tightness vs macro/spec positioning. Net: "picks and shovels" can make sense, but it's still cyclical and not a pure AI proxy.
COPX up 140% in the past year, no need to stack physical.
COPX is for miners which has more potential upside but also carries more volatility. I’m on CPER for copper and PHO for water Dyor, there’s tons of options out there
Which etfs? COPX for copper i'm guessing? But which one for water?
I’m down 7% on my COPX shares. Even worse on my PPLT lmao
UUUU, JNUG, COPX, SIL. I think SLV still might have the most upside, with all this tariff fuckery and war in Iran about to break out
Because they were on Lumen Optic Fiber Technology [LUMN](https://x.com/search?q=%24LUMN&src=cashtag_click) = CIENA NEWS TODAY IS EXCELLENT. SEE PICS BELOW. A few things I know about this company, in the screenshots below, and link. I know a single strand of Optic fiber carries more data than Arm thick of copper. I also Know the Lumen Box, they sell to connect to racks offers both a copper & optic fiber port. Enlighten us... [COPX](https://x.com/search?q=%24COPX&src=cashtag_click) prices don't help in the optic fiber full on transition? Lumen boxes literally have Fiber Optic or Copper legacy slots, where the ethernet cable connects to. Company is on a cusp transition period, and CEO is doing an excellent job in this pivot. CEO's She's never been under after her purchase of shares, this last purchase was the largest in two years. Debt pay down, AI agent taking over software. Stock will continue to climb. Beautiful floor from where the CEO bought at 6.35 ; ) Longs thesis will outstrip any short term volatility / shorting. The box stays, the software stays, but the revenue to Lumen likely triples. These Are the CIENA Boxes Lumen Uses. The Physical Box (Front View) Here is the actual hardware. You can see the distinct difference between the "blocky" copper ports and the "flat" fiber slots. Ports 1-4 (Copper): Standard Ethernet jacks. Ports 5-6 (Fiber): The empty metal cages on the far right. The Problem: Most buildings only have copper. The Solution: This box doesn't care. Lumen mails this to a CEO, they plug their "old" copper internet into Port 1, and the box's software instantly builds a "fiber-quality" encrypted tunnel to Lumen's cloud. The Upsell: Later, when that customer needs more speed, they don't need a new box. They just pull the copper plug, run a fiber line, and plug it into Port 5. The box stays, the software stays, but the revenue to Lumen likely triples. The 800G Barrier: We are now entering the era of 800G and 1.6T (Terabit) speeds. Copper cables (like Cat6 or Twinax) physically cannot carry that much data further than about 3–5 meters before the signal turns to heat. Heat & Power: Copper is an electrical conductor; it gets hot. In a data center with 100,000 GPUs, the heat generated by copper wiring alone would melt the racks. Fiber uses light (photons), which generates almost zero heat. The Verdict: Between data centers (and even inside the new AI racks), copper is being ripped out and replaced by Active Optical Cables (AOC). Copper is being relegated to "the last 10 feet" and low-power office connections. This is exactly why Lumen ($LUMN) is a "battleground" stock right now. The Bull Case: They own the "arteries" (the long-haul fiber) that AI needs. They are building Private Connectivity Fabric (PCF) because they know beaming isn't a threat to the backbone. The "Straw" vs. the "Firehose": Wireless beaming (5G, 6G, Starlink) uses the atmosphere. Air is a "noisy" and crowded medium. Even with the best lasers, beaming can only handle a fraction of the data a single fiber strand can. Latency (The AI Killer): AI compute clusters (like those used by Microsoft or Meta) require microsecond synchronization. Light travels \~30% slower through glass than air, but in the air, signals scatter and "fizzle" over long distances. Fiber provides a controlled, interference-free environment that wireless simply cannot match for high-fidelity AI training. Obsolescence? No. Wireless is for mobility (your phone, a remote farm). Fiber is for mass-scale compute. You can’t run a city’s water supply through a garden hose, and you can’t run AGI through a satellite link. [https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:\~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster](https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster)
Webull will need Fiber Optic: [LUMN](https://x.com/search?q=%24LUMN&src=cashtag_click) = CIENA NEWS TODAY IS EXCELLENT. SEE PICS BELOW. A few things I know about this company, in the screenshots below, and link. I know a single strand of Optic fiber carries more data than Arm thick of copper. I also Know the Lumen Box, they sell to connect to racks offers both a copper & optic fiber port. Enlighten us... [COPX](https://x.com/search?q=%24COPX&src=cashtag_click) prices don't help in the optic fiber full on transition? Lumen boxes literally have Fiber Optic or Copper legacy slots, where the ethernet cable connects to. Company is on a cusp transition period, and CEO is doing an excellent job in this pivot. CEO's She's never been under after her purchase of shares, this last purchase was the largest in two years. Debt pay down, AI agent taking over software. Stock will continue to climb. Beautiful floor from where the CEO bought at 6.35 ; ) Longs thesis will outstrip any short term volatility / shorting. The box stays, the software stays, but the revenue to Lumen likely triples. These Are the CIENA Boxes Lumen Uses. The Physical Box (Front View) Here is the actual hardware. You can see the distinct difference between the "blocky" copper ports and the "flat" fiber slots. Ports 1-4 (Copper): Standard Ethernet jacks. Ports 5-6 (Fiber): The empty metal cages on the far right. The Problem: Most buildings only have copper. The Solution: This box doesn't care. Lumen mails this to a CEO, they plug their "old" copper internet into Port 1, and the box's software instantly builds a "fiber-quality" encrypted tunnel to Lumen's cloud. The Upsell: Later, when that customer needs more speed, they don't need a new box. They just pull the copper plug, run a fiber line, and plug it into Port 5. The box stays, the software stays, but the revenue to Lumen likely triples. The 800G Barrier: We are now entering the era of 800G and 1.6T (Terabit) speeds. Copper cables (like Cat6 or Twinax) physically cannot carry that much data further than about 3–5 meters before the signal turns to heat. Heat & Power: Copper is an electrical conductor; it gets hot. In a data center with 100,000 GPUs, the heat generated by copper wiring alone would melt the racks. Fiber uses light (photons), which generates almost zero heat. The Verdict: Between data centers (and even inside the new AI racks), copper is being ripped out and replaced by Active Optical Cables (AOC). Copper is being relegated to "the last 10 feet" and low-power office connections. This is exactly why Lumen ($LUMN) is a "battleground" stock right now. The Bull Case: They own the "arteries" (the long-haul fiber) that AI needs. They are building Private Connectivity Fabric (PCF) because they know beaming isn't a threat to the backbone. The "Straw" vs. the "Firehose": Wireless beaming (5G, 6G, Starlink) uses the atmosphere. Air is a "noisy" and crowded medium. Even with the best lasers, beaming can only handle a fraction of the data a single fiber strand can. Latency (The AI Killer): AI compute clusters (like those used by Microsoft or Meta) require microsecond synchronization. Light travels \~30% slower through glass than air, but in the air, signals scatter and "fizzle" over long distances. Fiber provides a controlled, interference-free environment that wireless simply cannot match for high-fidelity AI training. Obsolescence? No. Wireless is for mobility (your phone, a remote farm). Fiber is for mass-scale compute. You can’t run a city’s water supply through a garden hose, and you can’t run AGI through a satellite link. [https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:\~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster](https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster)
Buy the AI super highway to make all that money lost at wanna be Target: [LUMN](https://x.com/search?q=%24LUMN&src=cashtag_click) = CIENA NEWS TODAY IS EXCELLENT. SEE PICS BELOW. A few things I know about this company, in the screenshots below, and link. I know a single strand of Optic fiber carries more data than Arm thick of copper. I also Know the Lumen Box, they sell to connect to racks offers both a copper & optic fiber port. Enlighten us... [COPX](https://x.com/search?q=%24COPX&src=cashtag_click) prices don't help in the optic fiber full on transition? Lumen boxes literally have Fiber Optic or Copper legacy slots, where the ethernet cable connects to. Company is on a cusp transition period, and CEO is doing an excellent job in this pivot. CEO's She's never been under after her purchase of shares, this last purchase was the largest in two years. Debt pay down, AI agent taking over software. Stock will continue to climb. Beautiful floor from where the CEO bought at 6.35 ; ) Longs thesis will outstrip any short term volatility / shorting. The box stays, the software stays, but the revenue to Lumen likely triples. These Are the CIENA Boxes Lumen Uses. The Physical Box (Front View) Here is the actual hardware. You can see the distinct difference between the "blocky" copper ports and the "flat" fiber slots. Ports 1-4 (Copper): Standard Ethernet jacks. Ports 5-6 (Fiber): The empty metal cages on the far right. The Problem: Most buildings only have copper. The Solution: This box doesn't care. Lumen mails this to a CEO, they plug their "old" copper internet into Port 1, and the box's software instantly builds a "fiber-quality" encrypted tunnel to Lumen's cloud. The Upsell: Later, when that customer needs more speed, they don't need a new box. They just pull the copper plug, run a fiber line, and plug it into Port 5. The box stays, the software stays, but the revenue to Lumen likely triples. The 800G Barrier: We are now entering the era of 800G and 1.6T (Terabit) speeds. Copper cables (like Cat6 or Twinax) physically cannot carry that much data further than about 3–5 meters before the signal turns to heat. Heat & Power: Copper is an electrical conductor; it gets hot. In a data center with 100,000 GPUs, the heat generated by copper wiring alone would melt the racks. Fiber uses light (photons), which generates almost zero heat. The Verdict: Between data centers (and even inside the new AI racks), copper is being ripped out and replaced by Active Optical Cables (AOC). Copper is being relegated to "the last 10 feet" and low-power office connections. This is exactly why Lumen ($LUMN) is a "battleground" stock right now. The Bull Case: They own the "arteries" (the long-haul fiber) that AI needs. They are building Private Connectivity Fabric (PCF) because they know beaming isn't a threat to the backbone. The "Straw" vs. the "Firehose": Wireless beaming (5G, 6G, Starlink) uses the atmosphere. Air is a "noisy" and crowded medium. Even with the best lasers, beaming can only handle a fraction of the data a single fiber strand can. Latency (The AI Killer): AI compute clusters (like those used by Microsoft or Meta) require microsecond synchronization. Light travels \~30% slower through glass than air, but in the air, signals scatter and "fizzle" over long distances. Fiber provides a controlled, interference-free environment that wireless simply cannot match for high-fidelity AI training. Obsolescence? No. Wireless is for mobility (your phone, a remote farm). Fiber is for mass-scale compute. You can’t run a city’s water supply through a garden hose, and you can’t run AGI through a satellite link. [https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:\~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster](https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster) https://preview.redd.it/e84pyhc50ikg1.jpeg?width=1225&format=pjpg&auto=webp&s=4d19d62db9af62bcf692ab1eb29947b5d1aa8f38
Buy LUMN: [LUMN](https://x.com/search?q=%24LUMN&src=cashtag_click) = CIENA NEWS TODAY IS EXCELLENT. SEE PICS BELOW. A few things I know about this company, in the screenshots below, and link. I know a single strand of Optic fiber carries more data than Arm thick of copper. I also Know the Lumen Box, they sell to connect to racks offers both a copper & optic fiber port. Enlighten us... [COPX](https://x.com/search?q=%24COPX&src=cashtag_click) prices don't help in the optic fiber full on transition? Lumen boxes literally have Fiber Optic or Copper legacy slots, where the ethernet cable connects to. Company is on a cusp transition period, and CEO is doing an excellent job in this pivot. CEO's She's never been under after her purchase of shares, this last purchase was the largest in two years. Debt pay down, AI agent taking over software. Stock will continue to climb. Beautiful floor from where the CEO bought at 6.35 ; ) Longs thesis will outstrip any short term volatility / shorting. The box stays, the software stays, but the revenue to Lumen likely triples. These Are the CIENA Boxes Lumen Uses. The Physical Box (Front View) Here is the actual hardware. You can see the distinct difference between the "blocky" copper ports and the "flat" fiber slots. Ports 1-4 (Copper): Standard Ethernet jacks. Ports 5-6 (Fiber): The empty metal cages on the far right. The Problem: Most buildings only have copper. The Solution: This box doesn't care. Lumen mails this to a CEO, they plug their "old" copper internet into Port 1, and the box's software instantly builds a "fiber-quality" encrypted tunnel to Lumen's cloud. The Upsell: Later, when that customer needs more speed, they don't need a new box. They just pull the copper plug, run a fiber line, and plug it into Port 5. The box stays, the software stays, but the revenue to Lumen likely triples. The 800G Barrier: We are now entering the era of 800G and 1.6T (Terabit) speeds. Copper cables (like Cat6 or Twinax) physically cannot carry that much data further than about 3–5 meters before the signal turns to heat. Heat & Power: Copper is an electrical conductor; it gets hot. In a data center with 100,000 GPUs, the heat generated by copper wiring alone would melt the racks. Fiber uses light (photons), which generates almost zero heat. The Verdict: Between data centers (and even inside the new AI racks), copper is being ripped out and replaced by Active Optical Cables (AOC). Copper is being relegated to "the last 10 feet" and low-power office connections. This is exactly why Lumen ($LUMN) is a "battleground" stock right now. The Bull Case: They own the "arteries" (the long-haul fiber) that AI needs. They are building Private Connectivity Fabric (PCF) because they know beaming isn't a threat to the backbone. The "Straw" vs. the "Firehose": Wireless beaming (5G, 6G, Starlink) uses the atmosphere. Air is a "noisy" and crowded medium. Even with the best lasers, beaming can only handle a fraction of the data a single fiber strand can. Latency (The AI Killer): AI compute clusters (like those used by Microsoft or Meta) require microsecond synchronization. Light travels \~30% slower through glass than air, but in the air, signals scatter and "fizzle" over long distances. Fiber provides a controlled, interference-free environment that wireless simply cannot match for high-fidelity AI training. Obsolescence? No. Wireless is for mobility (your phone, a remote farm). Fiber is for mass-scale compute. You can’t run a city’s water supply through a garden hose, and you can’t run AGI through a satellite link. [https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:\~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster](https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster) https://preview.redd.it/wwxv9blxzhkg1.jpeg?width=1225&format=pjpg&auto=webp&s=cf293a5fa9d522417d5ec8ff3c33a36ecc815044
Netflix and AI agents gonna need a ALOT of OPTIC FIBER: [LUMN](https://x.com/search?q=%24LUMN&src=cashtag_click) = CIENA NEWS TODAY IS EXCELLENT. SEE PICS BELOW. A few things I know about this company, in the screenshots below, and link. I know a single strand of Optic fiber carries more data than Arm thick of copper. I also Know the Lumen Box, they sell to connect to racks offers both a copper & optic fiber port. Enlighten us... [COPX](https://x.com/search?q=%24COPX&src=cashtag_click) prices don't help in the optic fiber full on transition? Lumen boxes literally have Fiber Optic or Copper legacy slots, where the ethernet cable connects to. Company is on a cusp transition period, and CEO is doing an excellent job in this pivot. CEO's She's never been under after her purchase of shares, this last purchase was the largest in two years. Debt pay down, AI agent taking over software. Stock will continue to climb. Beautiful floor from where the CEO bought at 6.35 ; ) Longs thesis will outstrip any short term volatility / shorting. The box stays, the software stays, but the revenue to Lumen likely triples. These Are the CIENA Boxes Lumen Uses. The Physical Box (Front View) Here is the actual hardware. You can see the distinct difference between the "blocky" copper ports and the "flat" fiber slots. Ports 1-4 (Copper): Standard Ethernet jacks. Ports 5-6 (Fiber): The empty metal cages on the far right. The Problem: Most buildings only have copper. The Solution: This box doesn't care. Lumen mails this to a CEO, they plug their "old" copper internet into Port 1, and the box's software instantly builds a "fiber-quality" encrypted tunnel to Lumen's cloud. The Upsell: Later, when that customer needs more speed, they don't need a new box. They just pull the copper plug, run a fiber line, and plug it into Port 5. The box stays, the software stays, but the revenue to Lumen likely triples. The 800G Barrier: We are now entering the era of 800G and 1.6T (Terabit) speeds. Copper cables (like Cat6 or Twinax) physically cannot carry that much data further than about 3–5 meters before the signal turns to heat. Heat & Power: Copper is an electrical conductor; it gets hot. In a data center with 100,000 GPUs, the heat generated by copper wiring alone would melt the racks. Fiber uses light (photons), which generates almost zero heat. The Verdict: Between data centers (and even inside the new AI racks), copper is being ripped out and replaced by Active Optical Cables (AOC). Copper is being relegated to "the last 10 feet" and low-power office connections. This is exactly why Lumen ($LUMN) is a "battleground" stock right now. The Bull Case: They own the "arteries" (the long-haul fiber) that AI needs. They are building Private Connectivity Fabric (PCF) because they know beaming isn't a threat to the backbone. The "Straw" vs. the "Firehose": Wireless beaming (5G, 6G, Starlink) uses the atmosphere. Air is a "noisy" and crowded medium. Even with the best lasers, beaming can only handle a fraction of the data a single fiber strand can. Latency (The AI Killer): AI compute clusters (like those used by Microsoft or Meta) require microsecond synchronization. Light travels \~30% slower through glass than air, but in the air, signals scatter and "fizzle" over long distances. Fiber provides a controlled, interference-free environment that wireless simply cannot match for high-fidelity AI training. Obsolescence? No. Wireless is for mobility (your phone, a remote farm). Fiber is for mass-scale compute. You can’t run a city’s water supply through a garden hose, and you can’t run AGI through a satellite link. https://preview.redd.it/am4wrd6mzhkg1.jpeg?width=1225&format=pjpg&auto=webp&s=fc1b5f90ff26bd49284ef67c00032acc1c406656 [https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:\~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster](https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster)
[LUMN](https://x.com/search?q=%24LUMN&src=cashtag_click) = CIENA NEWS TODAY IS EXCELLENT. SEE PICS BELOW. A few things I know about this company, in the screenshots below, and link. I know a single strand of Optic fiber carries more data than Arm thick of copper. I also Know the Lumen Box, they sell to connect to racks offers both a copper & optic fiber port. Enlighten us... [COPX](https://x.com/search?q=%24COPX&src=cashtag_click) prices don't help in the optic fiber full on transition? Lumen boxes literally have Fiber Optic or Copper legacy slots, where the ethernet cable connects to. Company is on a cusp transition period, and CEO is doing an excellent job in this pivot. CEO's She's never been under after her purchase of shares, this last purchase was the largest in two years. Debt pay down, AI agent taking over software. Stock will continue to climb. Beautiful floor from where the CEO bought at 6.35 ; ) Longs thesis will outstrip any short term volatility / shorting. The box stays, the software stays, but the revenue to Lumen likely triples. These Are the CIENA Boxes Lumen Uses. The Physical Box (Front View) Here is the actual hardware. You can see the distinct difference between the "blocky" copper ports and the "flat" fiber slots. Ports 1-4 (Copper): Standard Ethernet jacks. Ports 5-6 (Fiber): The empty metal cages on the far right. The Problem: Most buildings only have copper. The Solution: This box doesn't care. Lumen mails this to a CEO, they plug their "old" copper internet into Port 1, and the box's software instantly builds a "fiber-quality" encrypted tunnel to Lumen's cloud. The Upsell: Later, when that customer needs more speed, they don't need a new box. They just pull the copper plug, run a fiber line, and plug it into Port 5. The box stays, the software stays, but the revenue to Lumen likely triples. The 800G Barrier: We are now entering the era of 800G and 1.6T (Terabit) speeds. Copper cables (like Cat6 or Twinax) physically cannot carry that much data further than about 3–5 meters before the signal turns to heat. Heat & Power: Copper is an electrical conductor; it gets hot. In a data center with 100,000 GPUs, the heat generated by copper wiring alone would melt the racks. Fiber uses light (photons), which generates almost zero heat. The Verdict: Between data centers (and even inside the new AI racks), copper is being ripped out and replaced by Active Optical Cables (AOC). Copper is being relegated to "the last 10 feet" and low-power office connections. This is exactly why Lumen ($LUMN) is a "battleground" stock right now. The Bull Case: They own the "arteries" (the long-haul fiber) that AI needs. They are building Private Connectivity Fabric (PCF) because they know beaming isn't a threat to the backbone. The "Straw" vs. the "Firehose": Wireless beaming (5G, 6G, Starlink) uses the atmosphere. Air is a "noisy" and crowded medium. Even with the best lasers, beaming can only handle a fraction of the data a single fiber strand can. Latency (The AI Killer): AI compute clusters (like those used by Microsoft or Meta) require microsecond synchronization. Light travels \~30% slower through glass than air, but in the air, signals scatter and "fizzle" over long distances. Fiber provides a controlled, interference-free environment that wireless simply cannot match for high-fidelity AI training. Obsolescence? No. Wireless is for mobility (your phone, a remote farm). Fiber is for mass-scale compute. You can’t run a city’s water supply through a garden hose, and you can’t run AGI through a satellite link. h[ttps://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:\~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster](https://assets.lumen.com/is/content/Lumen/corporate-fact-sheet?Creativeid=4f7e6499-2b20-423c-a7e5-c6f7a448a1cf#:~:text=Lumen%20Technologies%20(NYSE:%20LUMN),to%20achieve%20their%20goals%20faster) https://preview.redd.it/lm63i994yhkg1.jpeg?width=1225&format=pjpg&auto=webp&s=09d7f463f4caaafe8192a4c493e34df9f3aac682
It's 0.59% TER vs 0.55% TER of COPX and COPM
Silver shortage in Switzerland, calls on COPX
SMH - Semiconductor etf AIPO - AI focused energy ETF PICK - Metals ETF COPX - Copper ETF WGMI - Bitcoin miners (turning into AI energy plays)
My call options are in Ford, COPX, URA, BTU, GDX, and SIL. Buy LEAPS of each and then get a fuckin job because even if they triple that's still only $1500
I was just kidding about the commercial, but that would be fun, wouldn't it? Great, so you were already familiar with options and didn't have that learning curve. But really, all I'm using "options" for is the LEAPS Calls that act as *share substitutes.* So you've gone with 5-month and 11-month Calls, I think that's alright. I'll just say that more time is safer, but play around and see what you like. As you said, if the underlying has a lot of momentum then just about anything will work. But as you play around with expiration lengths, keep this in mind: when I was new to this I think I started at 3 months, then went even closer: 2 months, even 1 month. But the ETFs would dip, and even though I was always at 80-delta or higher, the Calls lost value very quickly. So I made a rule for myself that I'd **never buy Calls less than 3 months out.** Then I read on the forum someone saying it was "okay" to buy Calls at 100-120DTE, that it was kind of a sweet spot, so I moved to a 100-day minimum. And that's been working well. *But I only do that with profits.* *My* money, the initial investment, always goes into >1y Calls at 80-delta, no exceptions. But when I take profits out of them, if I still like the ticker I'll buy Calls 100-120 days out, 80-delta. **The 80-delta rule never changes for me.** Then I do >1y with seed money, and 100-120DTE with profits. After GLD, SLV, and COPX recover for me (or maybe sooner for silver, if it doesn't wake up), I have a new rule for myself: **No commodity ETFs.** *No metals* (gold, silver, platinum, palladium, copper, uranium). *No fossil fuels* (oil, natural gas, gasoline). *No ag products* (wheat, corn, cows). And another step away from commodities: **No commodity-adjacent ETFs.** Miners for the metals, oil drillers/refiners and oil support industries. For ag, I don't know, maybe no fertilizers? Tractor manufacturers? I haven't run across those support-type tickers yet for edibles. Oh, no MJ ETFs either. Basically, no reliance on a single "thing." Back to basics with ETFs: baskets of stocks in some industry, sector, or even country. Oh, and for gold you can chart it somewhere and see how it's behaved. But for me, to talk about holding something for a year, that's an eternity. 3-5 months is kind of my 'investing' horizon. And I know that's not "investing," so call it 'trading.' But I'm never holding anything if it's not making money *right now.* And like you said, stay in copper (or whatever) while it's going up; but the week or month (you decide for you) it *stops* going up, on to something else that is. Take care.
Thank you! I’ve been doing options wheel and some spreads for the last few months so felt comfortable enough to jump right into your system today with 2 COPX and 6 EWY calls. Some for July and some for January. It seems for funds with huge momentum 5 months out will still work well and returns will be slightly higher % wise than LEAPS. I’ll have to think about whether I want to mess with metals beyond COPX. I feel burnt from some SLV trades this month so not sure if I want to touch it or not. GLD seems pretty safe but I think gold has had many flat or down years in the last few decades right? It’s likely to go up more this year but who knows when the top of its run is in. Seems like analysts are pretty bullish on copper this year and it has lots of industrial demand so I’m not too worried about my exposure there. I would be happy to help you out with a commercial for your system because you’ve been so generous to me and others on Reddit sharing your knowledge.
A few more questions. I’m wondering if you’d be willing to share a bit about your personal results with this method, such a percentage of trades that are profitable, how many trades do you have at a time, average hold time, approx account size eg 6 figures or 7 figures etc, and average annual return. I’ve been in COPX a little for the last couple months. Seems like a great ticker. My only concern is the huge volatility and massive red sell off days in metals the last few weeks. SLV was the worst but all metals had decent drops along with it. Just keep wondering if further bubbles bursting are coming. Do you consider this a moot point as the momentum theory/trading plan accounts for this possibility but considers it to be the best risk/reward option?
COPX buy or no buy?
**TL;DR allocation if you believe the thesis:** |Play|Ticker|Strike|Expiry|Conviction| |:-|:-|:-|:-|:-| |Copper miners|COPX|$95-100C|Jul '26|🟢 High| |Freeport|FCX|$70C|Jul '26|🟢 High| |Silver|SLV|$80-85C|Jul '26|🟡 Strong| |Gold hedge|GLD|$480-490C|Jul '26|🟠 Moderate| |Energy|XLE|Sell $48-50P|Jul '26|🔴 Low|
**AI Infrastructure Options Playbook — Q2 2026** The thesis: AI compute buildout creates demand convergence across copper, silver, energy, and precious metals. Here's how I'm playing it through end of Q2. **TIER 1: COPPER (highest conviction)** JPMorgan targets copper at $12,500/mt by Q2, UBS at $13,000 by year-end. Grasberg mine (world's 2nd largest) still partially closed until Q2. Global refined copper deficit projected at \~330kmt. The kicker: data center copper demand alone expected to hit 475,000 tons in 2026, up from 110,000 in 2025. That's a 4x jump. * **COPX $95-100C Jul 2026** — leveraged play on the miners * **FCX $70C Jul 2026** — largest pure-play, directly exposed to Grasberg reopening catalyst Risk: COPX already up 119% in a year. China weakness could flush you 20-30%. Copper + silver = 60-70% of the position. That's where supply deficit, AI demand, and mine disruptions all converge. Not financial advice, just mapping the thesis to instruments.
didn't take a 5 bagger on COPX now its a 1 bagger. i belong here
COPX or CPER my friend
ive been watching COPX for a couple years, hit my target and then some lol
Metals getting ready for a comeback this week COPX SLV AND GLD LFG.
COPX and PPLT. Worst buys I’ve ever made lmao
Anyone also holding COPX? Am I cooked?
COPX cooking me bro
Each metal usually has a few good choices. Physical delivery, miners, whatever. Check out COPX, GDX, URNM
Lost my ass on SLVR, COPX & NLR
GPU racks use a ton of copper. Ive been long COPX the copper miner etf. Its up 108% in the last year.
0.85% Rollover charges, since it only has futures. COPX would be better longer term.
Sell GLD and COPX now? Are they cratering tomorrow or what?
fuck it time to go in on $COPX
COPX 8% away from ATH metals are back.
I also got my education this week - entered the Jan 28th and thought I’d jump on the SLV, GLD, COPX game and that game ended on Jan 29th 🤣
You mean COPX SORRY COPPER IS THE NEW KING
NEED COPX to ath 101 please and ty
COPX lfg copper is king back to new ATH
You know when you sometimes read about a stock here and wished you would have bought it? Check de pricemovement and volume now on COPX....get ready for a +10% day. Copper is king. You have been warned.
sit on my COPX long calls that continue to print despite 10% dip last week
Sounds good! I got some COPX calls last week when silver went crazy... premium went UP as the underlying ETF shares tumbled, really weird movement so I sold at a small profit. Let's keep in touch, who knows man
I'm still up a little bit on COPX
Wait and see. So far, I've been extremely precise calling tops, but I'm absolute dogshit at knowing when to buy something. Threw a little into COPX calls expiring in feb, they move pretty big. I'm watching Copper and Silver, if silver keeps dropping, I'll hop in quick OTM options intraday. I want to see if Copper holds up while everything else tanks. If it does, might get a bunch of COPX calls and COPJ shares, but buying very small increments over a few weeks
I like COPX, since I prefer copper
I feel many metals are overextended.. But I think COPX and GDX are at relatively reasonable prices. Check 1Y chart Lmk what you think
I was all over COPX. Narrative didn’t change in regards to copper
who bought the dip on either GLD, SLV or COPX?
Im still green on COPX... for now....
Just picked up a 4pm snack… $COPX Call .85/110 for 2/20 exp
COPX coming back soon or??
Doubled down on GLD SLV and COPX calls. I feel something dumb happening this weekend. Either alcohol poisoning or Iran gets bombed.
Me too, been eyeing COPX calls about 6 months out
Is it too early still to get back into SLV and COPX? Or Should we wait until it drops further?
That's so true, I did find plenty a gems in here too like PCT, COPX, GLTO, my beloved APLD and even ultra silly AFJK which I've been day trading the hell off for the longest now. Every now and then the regards really pull off some absolute gems from nowhere lol
Nice, but that was a pdf you could've read online for free. But it's pirated (not by me), so it's better that you bought it, so the author makes some. Remember, my advice is to stick with **buying Calls.** Calls at least **a year out** (that makes them LEAPS), and at least ***80-delta.*** So as you're reading, skip Puts, other than to get a general idea. And stop at Chapter 6, LEAPS. Find underlying **ETF**s that are going up (I'm in COPX, EWY, and GLD right now) and buy LEAPS Calls on them. I've done better than 70% across 6 accounts the last 3 months doing that. They're plenty powerful and you don't need all the other "strategies." (I've tried most of them, and have come back to keeping it simple.) Have fun!
I have COPX and SLVR should I even look at it tomorrow?
short story, by me: bought COPX today, thinking I could get in on the metals. Now i am sad. Fin.
Just wondering if I’m in Canada should I get the COPP ETF from what I know it focuses mainly on North America or should I take the currency conversion hit and get COPX
I’m in COPX, ERO, FCX, and TGB
I am so happy I got a chance to buy COPX a bit cheaper today
COPX, GLD, URA, LAC let’s do this
Bought some COPX 2/22C because I have an army of regards spamming it everywhere for me
I'm with you. Buying gold and silver ETFs, and copper via COPX.
Need COPX to 115 tomorrow please and thank you copper gang.
Bought COPX at the peak. Averaged down and hoping to get out break even tomorrow
My SLV stop losses triggered, so I now I've purchased COPX. I hear it's the next big fucking thing
saw my COPX hit 100, then the whole market crashed! I am cursed.
What made you invest in gold all them months back? I've put 1.5k into Copper (COPX) 10 DAYS AGO lol