Calls
6
#711
Alpha Score 30.9
Nomi Prins
Founder and CEO of Prinsights Global
Win Rate
16.7%
return
-5.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 08
$80.64
-0.8%
Copper is a strategic critical asset in short supply. The upcoming Section 232 tariff report on June 30 is likely to classify copper as a national security metal, leading to further tariffs on processed copper. Supply constraints from outages in Peru and Chile, long lead times for new mines, and rising demand from electrification and infrastructure will push copper above $7 per pound by year-end.
Commodities
Long
Jun 08
$396.24
-4.6%
Gold is currently in a range but presents a great buying opportunity. Central banks continue to buy gold as a reserve asset to diversify away from US debt and the dollar. The recent pullback from highs is temporary and driven by marginal investor flows shifting to oil and LNG, while strategic buyers (central banks) remain. Long-term thesis intact.
Commodities
Long
Jun 08
$61.57
-12.8%
Silver remains the number one pick for the year despite a pullback. The market is bifurcated with paper silver depressed but physical silver trading at premiums. Pure play silver miners in low-cost jurisdictions like Morocco offer high margins. Structural deficits in silver for industrial uses (solar, grids) and stockpiling by China and India support a rebound to $120 or higher by year-end.
Commodities
Long
Jul 08
$78.92
-10.2%
Geopolitical commodity warfare is accelerating, with export controls on critical materials like rare earths, tungsten, antimony, graphite, and gallium. These hard heavy metals are essential for modern supply chains and are seeing restricted supply. This environment creates upside for select companies in these spaces and deserves at least a small allocation.
Thematic ETFs
Long
Jul 08
$73.72
+5.8%
The silver market is heavily distorted by massive paper trading volumes. The largest silver ETF alone trades 5–10 billion ounces equivalent annually, against only 820 million ounces of physical production. This paper-physical distortion has recently caused sharp selloffs, creating immense opportunities in silver and particularly in silver miners for those who missed the earlier move.
Thematic ETFs
Long
Jun 08
$45.31
-9.7%
Uranium is undervalued at $85–86 per pound. Geopolitical control of enriched uranium is the core issue in the Iran war, and the US is passing acts to reduce reliance on Russian and Kazakh uranium. New mine projects and processing capabilities outside those countries take years to come online, creating a structural supply deficit that the market has not priced in.
Thematic ETFs
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Nomi Prins has 6 trade ideas tracked on Buzzberg across 6 tickers since June 2026. Ranked #711 on the Buzzberg Alpha leaderboard. Most covered: GOLD, COPPER, SILVER.
