Apr. 19 at 5:15 PM
When SpaceX IPO hits, don’t get distracted by rockets — follow the materials trade. That’s where the real flow rotates.--3
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Critical Materials = The Real Second Derivative Play
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$MP — rare earth monopoly narrative back in play, magnets = mission critical
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$AA — aluminum demand spikes with aerospace + launch infrastructure
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$FCX — copper = backbone of electrification + data + space systems
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$TECK — diversified critical minerals, leverage to global supply squeeze
This isn’t a “maybe” trade — it’s a supply chain bottleneck setup.
If SpaceX sucks liquidity, institutions rotate into names that actually feed the buildout. That’s where volume expands and trends persist.
Watch commodities, watch futures, watch relative strength vs
$SPY.
First move = hype.
Second move = money.
Position accordingly.
