FCX

MountainOpposite3199

Copper is the new oil for the energy transition. Supply disruptions in Chile and Peru plus growing demand from EVs and grid upgrades are a perfect storm. I've been adding FCX and SCCO on dips. Just dont chase the spike - wait for a pullback to $4.20 or so.

ZombieSkipper

FCX for copper exposure as demand continues to rise. VELO and LUNR ahead of spacex public ipo for light pick and shovel exposure. COST for more defensive as inflation and war continues, people will continue to discount buy. Probably will add more to V and MA while they’re still down a bit from ATH, will recover, especially V.

Spirited-Print-1097

Yeah I do pay too much tax. I try to pick low priced equities, volatility is a good thing. Either sell and get assigned or not. Patience is key. I’ve been trading TGB, FCX, NLY, AGNC and O for a while. Trading is like gambling recently. So get assigned then wait for the price to go down rebuy rinse repeat. Can’t guarantee results, but if the stock goes up you gain plus premium, if it goes down then you get premium.

FNFactChecker

NRED is a scam ticker being pumped relentlessly Just stick with big bois like FCX or TECK. If you want a basket of miners, COPX is your play. Explorers tend to go bust, A LOT. The only people who make money are those who load up when it's trading for pennies and then unload it onto future bagholders as the ticker skyrockets on hope 

DaBirdLawyer

In for 200 shares of FCX

Thiagopuss3

CRML, REMX etf. for rare earths. Adding more FCX, initiating positions in NLR and MOO. This is to hedge against inflation and ongoing stupidity in the WH.

CheeseOnCeiling

OK I WILL BE THE GUY since OP is scared of ban so much he included zero data. \- CAT - in comments above. Probably because they sell shovels for this rush \- Copper ETF's - wide sector coverage \- SIlver ETF's - big brain move \- Established miners: FCX BHP MP you name it. \- Lotto Wildcards - any BS explorers in BC canada since copper is everywhere in that quesnel belt

Timely_Beat4637

"Greetings, this is a text made with Gemini, but the stocks and the strategy are my choice. To show you how I would structure this, let's assume a hypothetical starting capital of €100,000 to make the weightings clear. Here is my final breakdown of your 8-Stock Market-Beating Portfolio:" The Heavyweights (Core / Center) – €20,000 (20k) Each Nvidia (NVDA) – 20%: The undisputed king of AI hardware infrastructure. Aggressive and dominant, but essential for driving massive outperformance. Google (GOOGL) – 20%: Your rock in the surf. Enormous cash flow, AI software leadership, and the defensive anchor that shields the portfolio from extreme tech volatility. The Growth & Speculative Flanks – €10,000 (10k) Each: Micron (MU) – 10%: Profiting massively from the high-bandwidth memory (HBM) explosion. Highly cyclical, but offers massive upward leverage. Advanced Energy Industries (AEIS) – 10%: High-precision power conversion for semiconductor manufacturing. A highly specialized "pick-and-shovel" play in the tech boom. First Solar (FSLR) – 10%: The green infrastructure hedge. Captures the immense clean energy demand coming from the mega-cap tech giants. Freeport-McMoRan (FCX) – 10%: The physical commodity hedge (Copper). Essential for AI data centers and global electrification, acting as an inflation and infrastructure shield. Amkor Technology (AMKR) – 10%: Advanced Packaging. A high-growth, speculative partner responsible for stacking and packaging modern high-end chips. Arm Holdings (ARM) – 10%: The intellectual property monopoly for ultra-efficient chip architectures. Tremendous growth potential, but a highly speculative bet due to its premium valuation. High risk and high reward. For the next 5 years. A big benefit is the massive Investition in KI. AMAT is also a choise.

kdf360

I've had an AI/DC (AMD, ASML, ANET, MU) and energy (GLNG, SBGSY) core with some metals (FCX, GLD and SRUUF) and exploratory positions / small trades. Ahead of the benchmarks...

Flokithedog

Shopping day, MU, GEV, NVDA, AMAT, FCX. GO GO GO, BUILD YOUR WEALTH GENTLEMEN, AND LADIES

AeneasKurtz

I need someone to tell me what's the story with $USAR. Won't it collapse if Trump comes back with a deal on rear minerals? Won't it be impacted by oil surges like $FCX? If not puts, then what?

Uniquename34556

FCX and chill

SuffiecientSapian

I’ve known about MU and MRVL since like 2022 hell I rode up AVGO and TSM a good bit too. Just me personally I think it’s way overextended by both MA and RSI like these are in extreme overbought territory. I’m bullish on a lot of thing though like for me personally energy infrastructure like BE, UUUU, FCX, GEV and then outside stuff too complete unrelated to AI. However I know for a fact at even banks they are working to compress memory usage for software to lower margin cost and dependency. You don’t think that’s happening all across major software companies? They’ll just keep paying out the ass and on top of that every single memory company wins? Someone WILL come out on top but do I believe nonstop pump? Absolutely not

SuffiecientSapian

Also you can still ride the AI wave and not have to be on memory. Example GRID, UUUU, POW, FCX GEV like energy is probably one of the easiest ways to ride up especially considering energy infrastructure is very neglected in the USA

SuffiecientSapian

I’m completely out of memory stocks but I’m big on lithium and copper as source materials needed like FCX or LIT etf but my biggest one is probably UUUU as one of the future choke points for uranium when nuclear starts back up in the USA epically with all the current nuclear grants. Though seriously doubt it’ll 10x or 30x like these semis have which is just straight up unsustainable

Juretal

I am mostly separating producers from early-stage names.For producers, I watch names like FCX, Lundin, Hudbay, Capstone, Ivanhoe, SCCO, Vale, Zijin, Ero, First Quantum and Sandfire.For earlier-stage western pipeline exposure, I have been looking more at BC copper-gold explorers. NovaRed Mining is one

Prince_reaper13

Mostly producers first because they are easier to value. FCX, SCCO, BHP, TECK, and Capstone are on my list. I also started looking at earlier-stage names for more copper optionality. One newer one on my list is NovaRed Mining. Still studying it because it is pre-resource and higher risk.

YaLlegaHiperhumor

Did we find an alternative to copper? What happened to $FCX???

borkdpasito

FCX -9 premarket on bad guidance. I’ll be dipping a toe

gwhite9

|Theme|Names|Weight| |:-|:-|:-| |Oil Shock|XOM, OXY|**35%**| |Power / Nuclear|CEG, CCJ, NEE|**40%**| |Materials|FCX, MP|**25%**|

farcat

CCJ FCX WKSP lfg I got big boy bills to pay

MajesticPirate3445

Precious metal miners? Rare earths? Or maybe just commodity metals... My watch list does include FCX, SCCO, MP Materials and while not strictly western hemisphere I've analyzed and like TECK. Thanks for the reply tho, you have very high conviction in what you've been posting.

Front-Dot-595

Holding my hundreds of $FCX call leaps before Ty silver / gold bull run would have made over 100k in one play and would be way passed the breakeven mark.

walkietokie

Short answer: there might be a play here, but not the way the article frames it. And trimming Southern Copper Corporation for tariff risk wasn’t crazy, but it’s not the main driver you should be focused on. Let’s break it down cleanly. ⸻ 1) The article’s core claim (what’s right vs hype) What’s right: * Copper supply is structurally tight. Long permitting cycles (10–15+ years) are real. * Demand from electrification (EVs, grid, data centers) is trending up. * The industry has underinvested for years. What’s exaggerated: * “Only metric that matters” → wrong. Copper equities are driven by: * copper price (obviously) * cost curve positioning * jurisdiction risk * capital discipline * A tiny explorer doing geophysics ≠ “jumping the line.” That’s promotional language. An 80 line-km geophysics program is very early stage. That’s not even close to: discovery → resource → feasibility → financing → permitting → construction You’re easily 10+ years away, and that’s if everything goes right. So the article is basically pitching a lottery ticket, not a supply-gap arbitrage. ⸻ 2) NovaRed-type play vs majors Let’s be blunt: * Early explorer = binary outcome * 90% chance: nothing meaningful * 10% chance: big hit → multi-bagger Compare that to: Freeport-McMoRan * Direct torque to copper prices * Massive existing production (Grasberg, Americas) * Prints cash when copper > ~$4 * Already past execution risk Southern Copper Corporation * Lowest-cost producers globally * Huge reserves (decades of visibility) * Strong dividend component * Heavier Peru/Mexico exposure Translation: * FCX/SCCO = you’re betting on copper * NovaRed-type = you’re betting on geology + luck ⸻ 3) Was trimming SCCO for tariff risk right? Partially right, but probably for the wrong reason. Tariffs matter less than: * political risk in Peru/Mexico * labor disruptions * tax/royalty changes SCCO’s real tradeoff: * ✅ ultra-low cost, high margins * ❌ concentrated geographic risk So trimming isn’t dumb, but: * If your thesis was “tariffs will hurt copper exports,” that’s weaker * If your thesis was “jurisdiction concentration risk,” that’s more valid ⸻ 4) Is FCX superior right now? Right now, FCX is the cleaner macro bet. Why: * More diversified geographically * More liquid, institutional favorite * Higher sensitivity to copper price spikes (good in a deficit narrative) But it comes with: * higher capex cycles * more volatility SCCO is more of a cash-yield + quality reserves play. ⸻ 5) Is there actually a “play” here? Yes, but it’s not hidden: The real copper play: * Own producers before price spikes * Not explorers hoping for a discovery If you believe the deficit narrative: * Add on weakness to FCX * Keep or selectively add SCCO if you want lower-cost exposure * Avoid over-allocating to early-stage juniors unless you want venture-style risk ⸻ 6) What I’d do in your position Given you already trimmed SCCO: * FCX → reasonable to scale in on dips (this is your torque) * SCCO → don’t abandon it entirely; it’s your quality anchor * NovaRed-type → only if you treat it like: * <2–3% position * mentally assume it can go to zero ⸻ Bottom line The article is directionally right on copper, but the conclusion is off. * The shortage thesis → real * The “tiny explorer solves it” → marketing If you want to actually monetize the copper cycle, stick with companies already pulling copper out of the ground, not ones still scanning for it.

Forded_Fiction24

Many, but I'm no oracle. Been investing in copper mining( SCCO, FCX) for ~ 7 yrs now which has done well. Thesis for that is more copper needed for electronics and cooling in data centers. Threw some money into Google in 2015 mainly due to their heavy investment in SpaceX and given that SpaceX was/is not publicly traded yet, this was a giving me indirect exposure plus it was still Google Invested in Gold and silver specifically IAU and SLV along with physical due to my lack of trust in the fed reserve, monetary and fiscal spending/ policy and doubled down even further in 2014 as Japanese carry trade was highlighted as a huge risk and still is. For that matter I've also put some "spare change" knowing it's risk and volatility into Bitcoin and it's associated ETFs due to the same reason because excessive government spending, debt levels, inflation risks, and an onslaught of Eastern powers aligning (BRICS) and trying to weaken the US dollar. Gold and silver I think in the short term are a little overbought currently with a huge run up lately. Meanwhile Bitcoin has lagged behind and I think when/if the war in Iran lets up I think that sends Bitcoin on its next run up with it being very oversold in the short term VOO/VTI/VUG and chill. Most of my money invested is in S&P500 based ETF's and index funds. Slow and steady wins the race and investing here allows me to take some chances with individual equities elsewhere

Gamma_Gains

Copper and rare earth plays are interesting here. FCX and MP have been on my radar for a while — people sleep on the physical infrastructure side of AI way too much.

ryallen23

LIN, VG, STNG, FCX, CF. Shortages incoming.

Damerman

Bought FCX

Cameron_Newton

$FCX

point_of_you

Hmm I like copper but just stick to the ETFs and hold COPJ COPP COPX (too many tickers to choose from and feel like I was too late to jump into the giants like FCX/SCCO)

GamblingMikkee

FCX -7% tomorrow

CarefullEugene

For miners specifically, rather than trying to predict the Strait duration, I'd focus on your individual companies' energy cost exposure and whether they hedge fuel. A blanket trim based on macro fear often means selling at the worst time. If your thesis on the underlying companies is still intact, short-term oil spikes are noise. As an example of a miner: $FCX is the world's largest publicly traded copper producer, and copper demand from EVs, data centers, and electrification makes it structurally well-positioned regardless of short-term oil noise. It beat Q4 earnings

CallsOrPutsYES

FCX is highly volatile

YaLlegaHiperhumor

I have $FCX (-9%), $STNE (-5%), $VALE (-4%) and $JD (-3%). I'm already -$10,500 in the year with $70,000 invested I should sell to stop the bleeding now instead of letting it go all the way down to -$15,000 by EOW, right?

Spirited-Print-1097

Made enough money to buy a car on TGB, FCX, & EUAD. My next play is covered calls on Asian based ETFs. Was going to bet on oil leaps for after the midterms. TACO boy messed me up there. My strategy was he got his Saudi buddies to pump, to try to staunch inflation until after the midterms. That has gone out the window.

Spirited-Print-1097

Copper, FCX, TGB, UGA, BWET.

music_is_gud

FCX

Dogton

That was from 3 weeks ago when I sold ELTP until now, all while metals have been trading mostly sideways. Imagine having sold ELTP 6 months ago (it is now down 35% since then) and moving into, say, FCX (up 54%) or ANY other metals company. Hell most of my metal tickers are up over 200% on the 6months, 2 are up over 900%. It doesn’t have to be metals. What about space sector? ASTS, RKLB both are doing 70+% Again, the opportunity cost is just too high. Yes, money was made with ELTP if you got in early enough; but this is trading man. If you’re going to just sit park your money and pray do it in VOO or any other ETF (which have ALL dramatically outpaced ELTP) Your money is dying in ELTP and you are desperately trying to convince these folks it’s a gem. Beware folks. This isn’t a team sport.

jarchack

I didn't think there was any money being put into infrastructure, so I didn't even look to that sector. I do own some FCX, which is fairly related. I got caught with my pants down with silver, but I started buying it last March, so I really didn't lose money since I bought in at $30.

milocreates

I need FCX to go back to $80. Appreciate yall buying some today.

asleepace

**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|

asleepace

**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.

xMeowImDaddyx

FCX and SCCO have been paying me well for a long while. Copper is already here but it's also coming you're right

SameCategory546

trump is the first president to actively have a critical minerals policy. Compare that to Obama’s admin failing to broker a deal for FCX to sell a cobalt mine. FCX ended up selling to China. FWIW I think the democrats also would have done the same as Trump bc there is a huge amount market participants who would have seen that need but Trump happened to be president

cln0110

Thanks! Been busy with work so intermittent trading lately--obligatory spy weeklies, some longer term rare earth and mining plays (MP, UCORE, LYSDY, FCX, VALE).

dAn_tHe_mAn7

is this a bull trap right now? i seen this pattern many times before followed by a huge correction. i want to buy UNH, MSTF and FCX but i am scared

I-drank-the-kool-aid

I don't see why you need to buy calls unless you figured out a way to predict that there is going to be large movement higher. Besides, your move higher would have to be more than the commission of the call for you to make a profit. I do the wheel weekly on stocks in the $60 range AA, TQQQ, SQQQ, BTI, FCX. I'm looking to get at least $100 in premium per sale. I average around $150 a week. *I'm not a high roller, but i'm happy with my gains.*

WhatsNewPu55ycat314

FCX ... copper on fire at +2.76% Its my only positive... don't hate

No-Replacement-8297

AMEN!! My FCX calls bought 2 days ago did 67% today

WhalesDev

\>accidentally market bought FCX copper calls Well there goes 300 bucks I guess

No-Replacement-8297

FCX printed again, done for the day 🧑‍🦼‍➡️

Happy-n-Healthy

I suck at calling tops but pretty good at calling bottoms. Let's keep in touch. EX, I bought FCX calls in Oct at the low but sold way too soon.

Keeltoodeep

This is blatantly wrong and retarded. https://s22.q4cdn.com/529358580/files/doc_presentations/2025/FCX_4Q25_CC.pdf Exploration and mining operations are routinely planned out to 2040 and beyond.

JohniBGood

I ran AI analysis on this thead, and asked it to recommend a stock that is expected to move the most with Copper: If copper goes to $5.00/lb or higher, here is the likely order of performance (Percentage Gain): Surge Copper (SURG): Highest risk, highest potential reward (Exploration stage). Taseko (TGB): High leverage, produces cash now (Small Producer). Hudbay (HBM): Strong leverage, safer asset base (Mid-Tier Producer). Freeport (FCX) / Southern Copper (SCCO): Steady gains, dividends (Major Producers). Final Call: Stick with Taseko (TGB) if you want the sweet spot between "actually selling copper today" and "small enough to double quickly."

bashar_al_assad

bought some FCX stock (20 shares, i'm not exactly a hedge fund lol) at the market open, oops

Twoverybigwords00

I bought the top of FCX yesterday

teamyg

Sold some FCX around 63 (cost 61.1) and took profit, bounce is weak.

teamyg

Kept loading FCX around 61.1, what a deal.

No-Replacement-8297

FCX juicy Dip, buy calls 2-3 months out 🧑‍🦼‍➡️

thetinocorp

So what are your picks? I've been rocking FCX...it's been kind

Apprehensive_Camel49

Beyond Mag7? PM, FCX, BN

dudeporter1738

I’m in COPX, ERO, FCX, and TGB

teamyg

Added more FCX at 63.5; limit order filled.

immoyo

MU (semi) ASTS (space) APLD (data center) MDLN (medical supplies) PR (energy) FCX (mining)

PalpitationSmooth992

FCX was up 10 perc now its all gone this is looking to be the worse than liberation day for me never lost this much everything is dumping nonstop enitre port down 5 perc in the past 2 days

No-Replacement-8297

SLV and FCX callls 1 month out 🧑‍🦼‍➡️

Happy-n-Healthy

I bought March FCX calls back in Oct when it was $35 and sold a month later at $42...I was proud of myself until......... now

DopeBook

FCX 🚀🚀

DopeBook

So the market forgot FCX earnings was last week!

Shodoma

FCX

Shodoma

Long for FCX Calls expiring Apr 18

BaronDavis12

Might start a position in $FCX today...copper plays have been a on tear 

teamyg

Bought some FCX around 68, target 80+ Copper is next in line for pumping, mark my words.

callsonreddit

ETF: COPX Stocks: FCX HBM

spacedaddybranson

Why COPX over FCX?

Makemoney-101

FCX just hit a 52 week high. This should roll over to a lot of precious metal pennies. Especially Gold.

minjisveryown

All hail FCX🙏🏻

Clinggdiggy2

Not exclusively Canadian, but I've been nearly full port into mining stocks for a few months now - Check out TGB, PAAS (both Canadian), SOUHY (Australian), MT (European), FCX, UUUU (American)

_Sqwae

EV’s use on average of [183 lbs of copper per vehicle](https://www.visualcapitalist.com/how-much-copper-is-in-an-electric-vehicle/). High grade copper goes for ~$6 currently per lb. Do the math and that’s close to $1k worth of copper in an EV. EV’s make up ~12% of the demand of the copper industry as well. Long Copper $COPX $FCX $ERO

Nitor_

FCX, SCCO and TGB are the big players rn. Or you could buy Hg futures for the summer. 

Mlturner28

I owned FCX back in 2002-2005. It’s been ~20 years. Do they have any new mines since then? I worry about the mining CO’s running out of stuff to dig. I remember them talking about their grabbers mine in Indonesia.

Portfoliana

The thesis is solid on fundamentals. Just watch out for the timing mismatch - demand narratives can stay ahead of price for years while producers work through inventory cycles. If you want exposure, I'd look at copper miners over the physical metal - FCX and SCCO give you operating leverage if the supply crunch actually materializes.

Intelligent-Use177

$CDE being shorted $HL $AG $FCX $B $NEM $SILJ $SIL $HYMC MANY CHEAP MINERS

Portfoliana

The thesis is solid but timing matters. Copper miners have been a "good idea" for like 5 years now while gold actually delivered. That said, if you want exposure Id go with actual miners (FCX, SCCO) over commodity ETFs. They're printing cash at current prices and the divident yields are decent. Just dont expect it to move like a tech stock - commoditiy plays are patience games.

Guccimayne

I picked up FCX after that mine collapse and it has been ripping since

trader_dennis

FCX as a long term play.

jarkon-anderslammer

I'm thinking FCX. 

patricktu1258

FCX all time high gap and go?

Xigaaa

FCX calls

elias-el

Damn. Even the big miners are up... Rio (+5,05%), BHP (+3,64%), FCX (+6,77%)

DopeBook

FCX. Ya like copper? It make ya dick hard? Check it out.

minjisveryown

FCX!

Creative-Sherbet-584

Alright, this is a sector I spent a longtime looking into. Copper doesn't function the same way Gold and Silver does and won't ever respond with the same debasement trade as Gold and Silver. Silver is likely a short term response as well, similar to some alt coin. Copper is not actually supply constrained, it may have momentary constraints over the medium term but there is enough copper to do what people need. Additionally, when copper becomes too expensive over 6$ a lb for too long alternatives like aluminum and various other conductors start to become viable alternatives. Some things are already moving towards alternative metals in the industry to ease constraints. The move on copper has already been made across the industry most copper names are trading at p/es 20-40. FCX, SCCO, MLI, ETN, etc

fallingdowndizzyvr

I've been long FCX for decades. It's my copper equivalent with a splash of gold thown in for spice.

biga13c

FCX

Unlucky_Employee6082

I’d give two FCX

London_man007

> I’m less focused on picking the “perfect” names and more on catching rotation when it actually shows up on the chart. Energy and materials make sense macro wise, but timing matters or you just sit in dead money. I usually track names like XLE, XOM, CVX, COP, and materials like FCX and XLB, then wait for structure to flip instead of front running the thesis. I use RevCan.io on TradingView to spot when momentum and higher timeframe bias actually turn bullish so I can play calls instead of guessing bottoms. Let price confirm the story first, the money follows after.

deadfishlog

FCX

Ravenous_Vortex

Buy the miners (like FCX). Let the actual industrial use bid up the price.

rocinante1882

I just sold my stake in SCCO after being up +300% from when I bought it a while back. I knew metals were going to keep going, I just didn't think they had much more room to keep going, and 300% profits locked in aint too bad. Trying to find another good buy in other than an ETF. I've been looking at FCX, possibly TRX for the gold chase. Not sure what else there is copper wise, anyone got anything?