May. 6 at 9:53 PM
Curious where everyone is positioned in metals/miners right now.
I’m leaning heavily into the complex:
$COPX,
$TMQ,
$SREMF,
$SLV,
$CTGO, HL
Not chasing today’s green tape — broader point is this is one of the few sectors where dips still feel like accumulation rather than distribution.
Momentum has already been real in select names:
$SREMF +56% in ~1 month
$TMQ +10% today / +24% monthly
$CTGO +7% today / +25% monthly
What’s interesting is the macro overlap: AI infra buildout = massive power + copper + silver demand story underneath it all.
If you’re structurally bullish AI, it’s getting harder to ignore the upstream commodities that actually feed it.
Feels less like a “trade the day” sector and more like a positioning cycle that’s still early.
Curious about the full approach?👉 Check the @MeanReverter_
