GX Copper Miners ETF (COPX)

$COPX GETTING THE BEAT OUT OF SHIT

$COPX $FCX $HG_F $SCCO Does this imply that Dr. Copper is predicting a recession? I admit, I was not expecting the retrenchment to cut this deep. However, I’m still bullish on Cu in the long term.

$COPX $ERO yeeesh, got lucky I din't take a copper trade. They looked good on Monday

the commod selloff is so bad even copper is breaking down. sheesh $COPX $FCX $SCCO $HG_F

Micron signing a strategic AI infrastructure agreement with Anthropic says a lot about where the cycle is going. The conversation is no longer only: “Who has the best GPU?” t’s becoming: Who controls memory? Who controls power? Who controls materials? Who can secure supply early? That last question is where smaller mineral stories become interesting. Not because every explorer will win - most won’t. But because the infrastructure race keeps moving upstream. $MU $NVDA $COPX $NRED.CSE

$SLV 3 rate hikes would cripple Americans and our economy. Zero chance it happens. Warsh didn’t say enough about his policy and left everyone to wonder. Expect that to change soon. Warsh whether he says it or not has one more mandate than his predecessors: inflation, unemployment, AND devaluing the dollar for US debt reduction. Looking for a hard rejection soon on $DXY which will ramp SLV and metals $GLD $COPX and send the market upwards again.

$MDAI $RIOT $OMEX $COPX TOLD ya once. Telling u again. Fun bet. Buy $1,500 worth of $VISM currently at 0.0020 Price capped at 5c If nothing else. Watch this go circa 10-20x on pending news.

I’m bullish on copper. I’m not bullish on every stock that puts “AI demand” in a presentation. The long-term demand case is real, but the short-term market can still move between surplus, scarcity and speculation. Asset quality still matters. $FCX $COPX

The #Commodities Feed: Oil Sells Off As US Eases Sanctions On Iran $USO $OIL $UCO $BNO $COPX https://talkmarkets.com/article/the-commodities-feed-oil-sells-off-as-us-eases-sanctions-on-iran-1782199445

$COPX - I feel tomorrow is the make or break day for $COPX if it breaks down. On the other hand a close above 90ish will open up further upside. Is $100 a possibility by July if the breakout happens.

#Copper Price Analysis: Levels To Watch In The Data-Dependent Week $COPX https://talkmarkets.com/article/copper-price-analysis-levels-to-watch-in-the-data-dependent-week-1782165203

$HG_F $COPX $FCX — Your AI habit is the copper supercycle. Data-center copper demand ~110kt (2025) → ~475kt (2026), a 4× jump in one year per JPM. Buyers grab metal "with little concern for the price." Off the record high on the Oyu Tolgoi restart, but the demand wall is real. 🔌 👉 https://commodityape.beehiiv.com/p/even-the-bulls-are-blinking-on-gold

$COPX gained roughly 23% over six months. $NRED.CSE gained about 192%. That’s more than eight times the performance of the broader copper-miner basket. Impressive? Absolutely.

$NRED.CSE The uncomfortable truth about buying dips: The best-looking companies usually don’t feel cheap. $FCX has gained roughly 37% in six months. $HBM about 38%. $COPX around 24%. Even after the pullback, $NRED.CSE remains the biggest runner of the group by far. So position size matters here. Interesting setup? Yes.

$NRED.CSE The copper scoreboard over the past year is kind of wild: $FCX: +72% $COPX: +99% $HBM: +185% $NRED.CSE: more than +2,200% The sector trend is obvious. The risk is also obvious: NRED has moved much further and still has much more to prove operationally. This is the kind of dip I watch carefully - not blindly chase

The Wilmac Project: Summer 2026 Execution Roadmap 🗺️ Retail money gets bored because they trade blindly without a timeline. Institutional capital scales in before the milestones. Here is the actual operational roadmap for $NRED right now: ✅ June Expansion: Massive Advisory Board additions (securing defense/gov connections for critical minerals). ⏳ Phase 1 (Active): Expanded soil sampling campaign across the grids (building on the highly successful 2025 pXRF program). ⏳ Phase 2: Executing four major IP/AMT geophysical surveys across the North Lamont, West Lamont, and Wilmac zones. ⏳ Phase 3: Synthesizing the 3DIP data to finalize the pipe-like porphyry drill targets. ⏳ Phase 4: The Drill Bit. The current low-volume consolidation isn't weakness; it's the quiet period before the geophysical data hits the tape. Know what you hold and track the actual fieldwork. $NREDF $NRED.CSE $COPX $HBM

$UAMY NEWS TODAY- and our new ovens are all getting fired up for full comissioning, finally arrived. China has added 10 United States-based companies to its export control list and barred government procurement from nearly 50 US companies two weeks after the Pentagon blacklisted some of China’s best-known companies for their alleged ties to the Chinese military. The list of companies includes rare-earth mine operator MP Materials Corp, rare-earth magnet maker USA Rare Earths, and US defence contractors specialising in fields such as aerospace, drones, synthetic-aperture radar, and shipbuilding and repairs. https://www.aljazeera.com/news/2026/6/22/china-adds-10-us-firms-including-rare-earth-miner-to-export-control-list $MP $USAR $USAS $COPX

$COPX ~ Copper Miners ETF. Weekly Close. Down -0.57% last week. COPX is showing the most bullish (ABC) {Wave 2} bottom scenario out of all metals ETFs (GDX/SILJ/SPPP/GLD/SLV) I follow. This was as textbook as you will ever see a complete Elliott Wave (5 wave) impulsive fractal structure which unfolded before our eyes off the April 2025 (TACO Tariff) generational low. COPX was clearly in a (5th wave) blowoff on ungodly sell volume (red) in the last week of Jan 2026 (silver 121usd). Bulls are still looking for a possible Major Wave 2 (abc) bottom but the longer (abcde) {Wave 2} bottom is still possible over the next few weeks/months like SPPP & CDNX small cap gold & silver index. Notice the uptrend line in gold that started in Sept 2025 has now been broken to the downside since March 2026. Good luck to all. $GLD $SLV $GDX $SPY

Gold’s Reclusion; Markets’ Confusion $COPX $GLD $SLV https://talkmarkets.com/article/golds-reclusion-markets-confusion-1782041529

$COPX $FCX $SCCO $NRED.CSE

$HDRSF This company has laid dormant, waiting for the price and demand of copper to make the project enticing. The dormant period is over. Data centers first, then robotics and drones simultaneously driving the price of copper into double digits. Position in now for life changing gains in the $COPX copper world.

Here is how I currently see copper: I am bullish on copper. I am not bullish on every copper price. Copper is already trading near $13,700–$13,800 per tonne, so a meaningful part of the long-term scarcity story is no longer being ignored. And the next two years may be more complicated than the popular narrative suggests. ICSG currently expects: World mine production growth of 1.6% in 2026 and 2.3% in 2027. Refined copper usage growth of 1.6% and 2.0%. A refined surplus of roughly 96,000 tonnes in 2026 and 377,000 tonnes in 2027. That does not look like an immediate shortage. But move further out and the picture changes quickly. The IEA estimates that announced mining projects could leave copper supply around 30% below demand by 2035. Average ore grades have fallen 40% since 1991. New mines can take roughly 17 years to move from discovery to production. And only 5% of the copper discovered during the past 35 years was found in the last decade. S&P Global expects demand to rise from 28 million tonnes in 2025 to 42 million tonnes by 2040. Data-center copper demand alone could grow from 1.1 million to 2.5 million tonnes. My view for the next 12–24 months: Copper probably does not move higher in a straight line. A temporary surplus, weaker Chinese activity, higher recycling and crowded positioning can still create sharp corrections. My working range is roughly $11,000–$15,000 per tonne, with moves beyond that possible if major supply disruptions or inventory drawdowns appear. The long-term thesis remains bullish. The near-term setup is about price discipline. That distinction matters, because a great commodity thesis can still become a bad investment when expectations run too far ahead of the physical market. The question I keep coming back to: Will investors care more about a 377,000-ton surplus in 2027... or a potential 10-million-ton supply gap by 2040? $COPX $FCX $SCCO $NRED.CSE