Calls
3
Simon Trott
CEO, Rio Tinto
Win Rate
100.0%
return
+8.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 29
$91.64
+7.9%
Rio Tinto is well positioned for strong demand driven by resilient Chinese manufacturing and a coming $1 trillion data center building boom. About 70% of a data center's raw material cost comes from materials Rio Tinto produces—aluminum, copper, lithium, and steel. Cost support from energy and supply-side constraints is also strong, making the outlook robust.
Metals & Mining
Long
Jul 29
$76.52
+9.7%
Rio Tinto is well positioned for strong demand driven by resilient Chinese manufacturing and a coming $1 trillion data center building boom. About 70% of a data center's raw material cost comes from materials Rio Tinto produces—aluminum, copper, lithium, and steel. Cost support from energy and supply-side constraints is also strong, making the outlook robust.
Commodities
Long
Jul 29
$66.96
+7.1%
Rio Tinto is well positioned for strong demand driven by resilient Chinese manufacturing and a coming $1 trillion data center building boom. About 70% of a data center's raw material cost comes from materials Rio Tinto produces—aluminum, copper, lithium, and steel. Cost support from energy and supply-side constraints is also strong, making the outlook robust.
Commodities
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Simon Trott has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: RIO, COPPER, LITHIUM.
