Сигналы
8
#908
Альфа-оценка 28.9
Gianni Kovacevic
Investor and Author
Винрейт
12.5%
доходность
-1.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
31 авг
$94.24
-5.3%
Electrification is the largest driver for copper because 75% of fabricated copper is used to generate, transfer, utilize, and now store electrical energy; China and the West are rapidly increasing electrification, creating insatiable copper demand for 15-20 years, and copper is not even at an inflation-adjusted all-time high.
Сырьё
Лонг
31 авг
$409.23
-3.0%
Gold is climbing higher because of the continued de-dollarization trend, and he believes $8,000 gold is already in the tea leaves; in periods of serious instability, big money is also expected to seek safety in gold.
Сырьё
Лонг
31 авг
$30.86
-2.3%
China has already passed the EV adoption crucible, with more than 50% of new car sales being EVs or new energy vehicles, supported by convenient charging infrastructure and affordable Chinese EVs; China is leading these technologies and will continue to lead global EV adoption.
Тематические ETF
Лонг
31 авг
$76.09
-2.7%
Lithium demand is expected to compound at better than 20% for the next decade, with battery demand growing from 1.8 terawatt hours to about 5 terawatt hours, and the market likely doubling in roughly three and a half to four years; the world needs lithium around $20,000-$25,000 per ton, not $80,000, and prices should normalize from lows.
Сырьё
Лонг
31 авг
$60.04
-3.5%
Silver should follow gold higher, with a 50-to-1 ratio seen as fair and 40-to-1 possible at times, supporting an eventual silver price around $150 to $200.
Сырьё
Лонг
31 авг
$57.61
-0.3%
Schlumberger has commercialized direct lithium extraction, producing a refined lithium product at the wellhead without sending it to China, using 95% less water and 10% of the land area of conventional hard rock mining; he calls it a potential 10 or 20 bagger and a new hinge of history.
Нефть и газ
Лонг
31 авг
$82.94
-1.3%
In a short-run period of serious instability and climbing interest rates, big money is likely to move into government bonds as a safety trade, although not for the long run.
Облигации и ставки
Лонг
31 авг
$62.82
+3.2%
The most mispriced opportunity in global stock markets is an energy story led by oil and gas, because the oil and gas industry is reinventing itself around direct lithium extraction and the disintermediation of the incumbent energy system.
Тематические ETF
Показано 8 из 8 коллов · сортировка по упоминаниям
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У Gianni Kovacevic на Buzzberg отслеживается 8 торговых идей по 8 тикерам с августа 2026. #908 в рейтинге Buzzberg Alpha. Чаще всего покрывает: SILVER, COPPER, XLE.
