Сигналы
7
#457
Альфа-оценка 58.4
Brien Lundin
Editor of Gold Newsletter
Винрейт
85.7%
доходность
+3.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
30 июл
$79.01
+6.2%
Copper faces steep supply deficits for years driven by electrification, grid buildout, EV adoption, and now AI data centers (copper is ~6% of data center cost). Substitution is almost impossible and bringing new mines online takes 15–20 years. Prices will rise to above $8/lb within a few years, making copper a set-it-and-forget-it long-term play.
Сырьё
Лонг
30 июл
$25.02
+1.0%
There is a concurrent broad commodity bull market across base metals, battery metals, and other resources due to decades of underinvestment and supply constraints colliding with rising demand from electrification and infrastructure buildout.
Сырьё
Лонг
30 июл
$75.74
+2.7%
Gold and silver mining stocks are a timing tool; they are not buy-and-hold but can build wealth very rapidly when the metals are in catch-up mode. With gold between $4,000 and $5,000, even junior explorers can generate extraordinary margins. Now is that time to be involved in the sector.
Тематические ETF
Лонг
30 июл
$376.89
-0.9%
Gold is in a bull market driven initially by massive central bank buying and now by western investors, but the underlying driver is a US debt trap forcing currency depreciation and eventual negative real rates. The Fed cannot afford to hike rates and will ultimately allow inflation to run above interest rates. Gold will advance against fiat currencies over the long term, and he sees a year-end price of $4,400–$4,600.
Сырьё
Лонг
30 июл
$69.37
+3.4%
There is a concurrent broad commodity bull market across base metals, battery metals, and other resources due to decades of underinvestment and supply constraints colliding with rising demand from electrification and infrastructure buildout.
Тематические ETF
Лонг
30 июл
$53.01
+1.4%
Silver is a traditional lever to gold bull markets and had lagged significantly while gold soared, offering a low-risk entry. Now it is catching up and can build wealth incredibly quickly alongside gold as monetary metals benefit from currency debasement.
Сырьё
Лонг
30 июл
$39.33
+8.6%
Uranium offers the most certain supply-demand upside among energy metals. A nuclear renaissance, small modular reactors, and the massive power needs of AI data centers all ensure growing demand against constrained supply. He categorizes uranium as a set-it-and-forget-it investment for 3–5 years.
Тематические ETF
Показано 7 из 7 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Brien Lundin на Buzzberg отслеживается 7 торговых идей по 7 тикерам с июля 2026. #457 в рейтинге Buzzberg Alpha. Чаще всего покрывает: SILVER, COPPER, URA.
