SETM
Sprott Energy Transition Materials ETF
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Semicap, photonics, optics, memory, semis all mooning. South Korea ETF (nearly half of which is SK Hynix and Samsung) +28% YTD. Massive amounts of money is being spent on AI but this sub remains oddly loyal to mega cap tech (the spenders) rather than focusing on where they're spending. "we saw the end of the Silver/Gold craziness etc." The GDX is still up 23% YTD vs the SPY +1.3% and MAGS -3.3% COPP +20% YTD, SETM +21% YTD, LITP +6% ytd, URNM +19% ytd Names like GEV +21% ytd. Even the XLE is +20% YTD.
The problem that I have with some thematic ETFs is that even with a theme working well, the holdings are almost always some degree of mixed bag: a bit of great, some good, a bunch okay and some things that are part of a theme but for whatever reason aren't working. "Although AI chips haven't been growing very good for the past year with nvidia downfall " Where is the NVDA downfall? It's up 42% in the last year. SOXX is +60%. If by NVDA downfall you mean the recent correction that was around 9-10% off the high, then I would be cautious about investing in this sort of thing. I think semi/semicap names are going to continue to benefit from the massive capex spending over at least the next year or two but it's a very volatile sector and definitely won't be a straight line higher. You want to be buying when it's been like it has recently, before the rebound like yesterday. "National defense, specifically EU," EUAD "Rare metals (currently near ATH so my safe ass will skip these)" If you're a conservative investor nothing wrong with that, but I would hesitate to recommend any of these sorts of things - all of these sorts of growth themes are going to be volatile. I own SETM in terms of strategic minerals/materials. "- Cybersecurity" I think a fair amount of names in this theme have been caught up in the selling of anything software lately. In terms of an ETF, something like CIBR. "Not looking for hidden gems, rather the safest options" I don't think these are "safe" bets if you're looking for something that isn't volatile.
Take a look at SETM for critical materials play.
I'd rather SETM although there's a bit of silver mining (10%) in that. I'd still consider some exposure to gold/silver mining on a pullback although there's a lot more doing well than just those: most of the periodic table is mooning YTD.
Well along the way towards changing into a multi-polar world. Look at the National Security Strategy presentation from last November. People looking only at gold and silver and meanwhile copper, nickel, lithium, uranium, etc miners mooning, too. Not going in a straight line higher, but feels like an increasing scramble to real assets (particularly strategic ones - SETM etf +152% in the last year.) The longer it goes on the greater the chance it tips into panic buying eventually.
The funny thing is that people keep talking about gold and silver because prec metals are the most "visible", but it's really everything hard assets - copper, zinc, nickel, uranium, rare earths with another govt investment at the end of last week, etc. The SETM etf up 147% in the last year and another 5% pre-market. People talking about gold/silver, but imo this is basically real assets broadly mooning.
I think 🥭 said something about taking a 10% stake in some American miner or another, vaguely recall seeing that today on WSB. Check SETM and REMX too. Shit's popping off.
I have SETM and METL ETFs for my exposure...
I don't think it is. Is it time to diversify more internationally if you haven't? Yes. Is it a time to buy some gold if there's a pullback? Sure. How about some energy names that nobody has wanted but this year the XLE's up 9%? Any sort of strategic mineral/material is mooning (SETM +135% over the last year.) I think so many people have used the same playbook for the last 10+ years (buy tech, buy US because international hasn't outperformed for 20 years) and it's worked. Last year other things started to work really well - real assets have largely been ramping higher for months, international outperformed US - but there's still not a lot of talk of it on here. Perhaps some consideration should be given to trying to diversify playbooks.
It's beyond just gold imo - look at all the metals/mining etfs. SETM +132% in the last year. Copper names up huge. Metals fund manager SII +200% in the last year. Real assets are mooning.
Maybe for the indexes, but there are things that have started the year insanely well, including metals - the SETM etf is +25% YTD (+132% in the last yr), COPP +12% YTD, COPJ +17% YTD. Even the XLE is up almost 9% YTD. Lithium, uranium mining (URNM +68% in the last year), battery metals etfs, rare earth etfs, etc - all up big over the last year. Real assets are mooning. Tech broadly not doing great (XLK down slightly for the year, MAGS -0.5%), but SOXX is up 9%.
SETM and XME all day. Some crossover but it’s worth it.
Im in balls deep on SETM instead because I like money
What are your top ETFs? Mine are SLVR SETM ARKX
Look into GRHAX/GRHIX if you are looking for a diversified aggressive commodity mutual fund fund to profit from this cycle. It holds all those, except Lynas. For that I hold SETM.
I’ve got a lot of SETM which has done very well this year.
Agreed - check SETM GBUG XCEM FRDM XLE
SETM, XME and chill. UAMY, TMC, and NB leaps
SETM has been making like 2-5% a day and I don't need to care what copper is at
Bought BITX $40 March calls back in December when it settled around 29. Bought UAMY $10 and TMC $10 Jan 2027 calls when it started coming back to life around Christmas. Loaded up deep in SETM and XME. Riding this wave till Valhalla
PHYS, SETM, SLV, QQQM, VYM. There’s tons of great options other than VOO. I’ve been investing in PHYS since 2018 and best decision I’ve ever made
"This time I’m focusing on growth stocks that have a shot at outperforming the S&P" Optimally, a list to do this would include at least some things that are the "next" things, not a list of largely the same things you see on many Reddit lists today. GOOG doing well and AMZN probably near a bounce, but the default to Mag 7 as the tech exposure for an increasing amount of lists on here feels like there wasn't an attempt to research beyond the most obvious household names. I wouldn't own RIVN even though I think it probably is one of one or two EV names out of all the EV garbage that went public in 2020/21 that lasts. With few exceptions the automobile industry is not a good investment. RIVN will probably never get back to the post-IPO high. People still seem to treat the EV theme as if its 2020/21 when the market is telling you that it's not. Just as charging co CHPT, down about 70% in the last year and -99% from the peak. "PAAS" How about SII on a pullback? Rather than one mining company, the largest nat resource financial company. If more people pile into their physical and stock ETFs (as for the latter, SETM certainly has done well) and AUM goes up, more fees. A broader play on silver/gold/resources than one mine. Good luck and hope you do well, but I would refine the list some.
2025 Recap: Silver +139%, Critical Minerals +86%, Space +65%, Gold +61%, Semi +47%, Nuclear +47%, AI +44%, Quantum +33% Percentages are based on these tickers: * **SLV**: iShares Silver Trust * **SETM**: Sprott Critical Materials ETF * **UFO**: Procure Space ETF * **GLD**: SPDR Gold Trust * **CHAT**: Roundhill Generative AI & Technology ETF * **SMH**: VanEck Semiconductor ETF * **NLR**: VanEck Uranium and Nuclear ETF * **QTUM**: Defiance Quantum ETF
SETM, XME. Good ride this year.
Long SETM, positions in TMC, UAMY, UUUU individually.
" Europe isn’t much better." Vanguard Europe/VGK +29% SPY +16% "Materials" Certain basic materials are doing great - look at something like SETM +80% YTD, others not. "Policies change every day. Tariffs can hit at any time" Reddit has continually mentioned this since the apocalyptic sentiment of the April low. Meanwhile, we're up 37% since. "the U.S. market is still the top priority next year" You'd have done much better in a lot of international markets this year and wouldn't be surprised if that continues next year. "Plus, the 2026 midterm elections are coming. Both parties will go all-out, meaning fiscal policy may freeze again, and market trust in the government will keep eroding." Politics has become so all-encompassing and win at all costs that everything has become increasingly ultra short-termism - kick cans, print money, tweak things (50 year mortgages) rather than even begin to actually fix problems. It feels as if there's no desire to let the market clear and perhaps there's also simply less abillity to address a real crisis if one occured. Could a 2008-level financial crisis be addressed in the same manner if it happened today, or is the choice going to be simply throw money at the problem instead? High levels of debt will be inflated away. Would be surprised if there isn't persistently elevated levels of inflation over the next 5-10 years.
Just get SETM if you want exposure to UUUU and around half of the mineral mafia
Cooked bro. I’m out of pretty much everything except for SETM, UAMY, DNN, and TMC for shits and giggles
I’m holding SETM but closing all my individual positions and 75%+ of my calls.
SETM and forget em is my strategy
As SETM and forget’’em. Way too much China in REMX
Stocks that I like to go up: GLD GDXJ B SIVR SLVR REMX SETM INTC and related mining and commodity stocks or ETFs Stocks that I do not like to go up: ALL OTHER FUCKING STOCKS
UAMY NB TMC DNN WWR and SETM. Oh and fake meat puts lmao
Also SETM, loving my Sprott funds and I believe SETM has less China exposure. Got a bit of both myself
SETM etf up 120% in the last 6 mo, now we're setting price floors for critical minerals.
I am jacked to the tits in SETM REMX GDXU XME and various gold and silver related calls. I picked my poison, no more fucking stop losses, even if it puts my jacked tits in a sling.
I have exposure through SETM. It’s tiny exposure, but with the run up I’ll keep adding to my favorite ETF of 2025 instead of picking winners. Good luck
Been watching and waiting for a dip to allocate more. I’ll be buying UURAF, UUUU, NB, ARRNF, ARXRF, ARSMF, TUNGF and GPHOF tomorrow if it dips or not. The more dip the better, buy on weakness and sell into strength. Big profits been going into GRHIX and SETM this last year to reduce risk.
Pulled some profits for single REE names, letting UUUU, UURAF, ARSMF, AARNF, ARXRF, TUNGF run - Put profits in SETM to forget ‘em. I trust Sprott. Next is looking into industrials, the amount of equipment will make players like CAT gain over time.
loaded up the boat on USAR, UUUU, UEC, ABAT, UAMY, SETM, IDR, SILJ
I'm holding USAR, UUUU, UEC, ABAT, UAMY, SETM (etf), IDR, SILJ (etf). All shares only. Ranging from 20 shares to 500 on each of these. Got in after discovering the amazing DD on [https://substack.com/@stevezissouu/posts](https://substack.com/@stevezissouu/posts)
With rare earths, you had a bubble about a dozen years ago and you will probably have some degree of one again, but when the world starts to become more "everyone for themselves" and a scramble starts to secure supplies of critical minerals, that can go a while. Sprott Critical Minerals etf (SETM) is up 114% in the last 6 mo. For me, I'm not seeing much in terms of speculative stuff that hasn't already run significantly. I bought TAC not that long ago - Canadian energy assets company with mediocre management but reasonably compelling assets. Given crazy demand for energy thought perhaps it might be bought by someone else. That hasn't happened but it's up 30% in a month. Have trimmed a fair amount lately, would look at speculative names if there was a more signficant pullback but otherwise looking at quality/slower growth down a lot.
GDXU and SETM were big movers. Otherwise gold, silver, miners
SETM minerals and forget ‘em.
I’ve been balls deep in TMC, UAMY, DNN, and SMR since Steve posted the gospel. Shares and leaps. $10k into SETM (up 20%) for the broad exposure, mainly for UUUU, MP, and LAC, using profits from UUUU calls this summer. Let the mineral wars begin. Get the fuck on the train with at least some exposure to this if you haven’t. Fuck DD, just vibe with the mineral mafia.
> . I prefer REMX because it's 2/3 minerals 1/3 processors. SETM is 90% minerals 10% processors. I prefer the higher refinery exposure. Ah - good call!
That's a good choice too. I prefer REMX because it's 2/3 minerals 1/3 processors. SETM is 90% minerals 10% processors. I prefer the higher refinery exposure.
SETM has significantly less exposure to China.
Don’t know anything about the rare urfff market?Get in SETM, returns will be smaller, but riding this wave for 2-3 years with picks by Sprott will do well.
SETM if you want exposure to UUUU, LAC, MP, etc without picking a winner. It’s been very good to me these past few months
in addition to REMX there is SETM
SETM gonna make me filthy rich. Thank god I found exposure to it
Speculative, unprofitable names a la 2022 after 2020/21. SOUN, OKLO, etc. There's so many things that lost 40-50% quickly earlier this year (PLTR lost about 40% in 2 months, VST lost just shy of 50% in about 3 mo.) This sub went from scolding people if they weren't bullish late last year to scolding people if they were talking about buying a share of anything at the April bottom and we're almost all the way back to scolding people if they're not bullish. The market post covid has turned into escalator up (certain sectors go up seemingly every day; there's little concern for valuation aside from "price-to-narrative", so where as stocks would previously 5 steps forward, 2 steps back they just turn into a FOMO fest pile-on.) Eventually a lot of people get complacent/110% risk-on and all the sudden you get the elevator down (price-to-earnings suddenly matters again, everyone 110% risk-on can't dial-up so they de-risk.) Also, for all the talk about AI, people not talking about things like Gold Miners (GDX up 123% YTD), Copper Miners (COPX +66% YTD) and critical minerals in general (SETM +75% ytd.) While the AI trade goes on, there's a real assets trade clearly at work that has done better than the Mag 7 (MAGS +20% ytd) and tech (VGT +23% YTD.) Lastly, the fact that Cathie is actually having a good year with ARKK up 65% should be concerning, as is the fact that that fund is up 65% YTD and is still negative over the last 5 years.
Ngl moving 25% of my non retirement port into SETM, ARKQ, and PSIL earlier this summer has been an amazing move while I gamble away the rest. House down payment here I come
* MP Materials Corp. (ticker: MP) * Energy Fuels Inc. (UUUU) * Lynas Rare Earths (OTC: LYSDY) * VanEck Rare Earth and Strategic Metals ETF (REMX) * Sprott Critical Materials ETF (SETM)
Sad I didn’t pull the trigger on LAC calls last week but at least I have exposure in SETM so I’ll be happy with my penny gains. Sigh
UUARF, ONDS, URAA, and SETM shares, MBOT April $7.5 and DNN April $2.5 calls are my plays this week and tomorrow. Worked out so far 🤷
Good read. Once everyone gets off the MILF, you can go look at the ETFs in this space too $SETM $REMX $PICK
I'm more into ETFs So PAVE and SETM popped up with your portfolio of materials and construction companies I think SETM can blow up and PAVE is a safer haven You only do stocks?