FCX Freeport-McMoRan Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков

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23:59
31 авг
Bob Lang Founder, ExplosiveOptions.net CNBC
Freeport chart setup targets $100.
Freeport McMoRan chart shows higher highs and lows, strong-volume breakout, MACD buy signal, bullish flag, and TTM squeeze in explosive volatility; Lang sees a breakout above $75 to $80, then $100, with heavy October call buying.
FCX 1-й
Выс.
17:11
30 авг
Patrick Ceresna Специалист по деривативам, MacroVoices The Market Huddle
Freeport breakout targets 85-90.
Freeport-McMoRan has broken out of a five-to-six-month sideways range to new 52-week highs; the path toward 85-90 is underway as copper equities finally join the commodity rally.
FCX 1-й
Сред.
17:28
27 авг
blackpanthercap Independent Analyst & Investor
Author explicitly frames a 51-company AI supply-chain map as research, not a buy list.
Author explicitly frames a 51-company AI supply-chain map as research, not a buy list, so all tickers are indexed as watch despite detailed bullish positioning.
FCX
03:16
26 авг
Weak dollar drives gold, Bitcoin, and commodities.
The 'debasement trade' is gaining momentum due to a weakening dollar and distrust in the bond market, driving strength in gold, Bitcoin, and commodities like uranium and copper.
FCX
Сред.
22:00
25 авг
Copper miner Freeport-McMoRan benefits from commodity rally.
Freeport-McMoRan is continually hitting new highs as part of the broader commodity rally tied to the debasement trade and dollar weakness.
FCX
Сред.
14:00
25 авг
Ted Oakley Основатель и управляющий партнер, Oxbow Advisors Julia LaRoche Show
Copper strong; Freeport and Southern hitting highs.
Copper is on fire and needed for many applications. Oxbow owns copper exposure through Freeport-McMoRan and Southern Copper, both hitting new highs. The copper exposure fits his broader view that commodities will do better over the next 10 years.
FCX
Сред.
03:38
24 авг
TheValueist Основатель, Atlas Peak Research
FCX gold recovery timeline detailed; watch for ramp.
Watch FCX as a copper/gold play with Grasberg gold recovery in 2027-2028; analysis is research-heavy without explicit position language, though it presents a detailed volume/price framework.
FCX
Сред.
22:04
23 авг
Gold and miners hedge weak dollar.
Gold is stair-stepping higher and commodity-linked miners such as Newmont, Freeport-McMoRan, and Cameco are rallying because investors are using gold, copper, uranium, and related equities as inflation and weak-dollar hedges. Park notes that mining equities often amplify the underlying commodity move.
FCX 1-й
Сред.
11:54
23 авг
TheValueist Основатель, Atlas Peak Research
Watch potential HALO 3 Amigos basket
Watch VLO, FCX, and FRO as a potential HALO trade basket spanning refined products, copper/gold mining, and energy shipping. The author is still evaluating whether this is the defining basket, so it is a research watch, not a confirmed position.
FCX
Сред.
05:34
23 авг
TheValueist Основатель, Atlas Peak Research
Copper/gold mining in consideration
Watch FCX as a copper/gold mining component of the potential basket; author still thinking through the thesis.
FCX
Сред.
00:01
23 авг
TheValueist Основатель, Atlas Peak Research
FCX molybdenum optionality; watch, no position
Watch FCX for incremental molybdenum optionality from 3D NAND transition. The author validates the thesis direction but does not confirm a rerating or state a position; this is analysis, not a buy call.
FCX
Сред.
19:49
21 авг
unusual_whales Платформа потоковых данных по опционам и рыночной информации
Freeport-McMoRan hits a new all-time high with unusual options flow in December 80 calls.
Freeport-McMoRan hits a new all-time high with unusual options flow in December 80 calls showing over three million dollars in premiums traded.
FCX
15:08
21 авг
TheValueist Основатель, Atlas Peak Research
Long FCX on all-time-high cup-and-handle breakout
Long FCX after a textbook cup-and-handle breakout to all-time highs; the technical breakout is the immediate bullish trigger and aligns with the author's copper/GAI demand thesis.
FCX
Сред.
13:59
21 авг
TheValueist Основатель, Atlas Peak Research
Watch copper miners on copper's all-time highs
Watch FCX, TECK, SCCO, and BHP as copper trades at all-time highs. The author does not explicitly own or say he is buying these miners, so this is a bullish copper read-through, not an owned long.
FCX
Сред.
16:45
20 авг
Author tracks FCX as emerging theme
Author notes tracking copper miners as an emerging theme, highlighting FCX.
FCX
Сред.
06:34
20 авг
Nancy Tengler CEO и CIO, Laffer Tengler Investments Bloomberg Markets
Copper demand is surging while supply lags.
Copper has strong industrial and AI-driven demand, with no new mining capacity coming online soon, making the metal and copper miners highly attractive.
FCX 1-й
Выс.
20:28
19 авг
TheValueist Основатель, Atlas Peak Research
Watch FCX on copper scarcity
Watch FCX. The Grasberg asset base and copper AI/electrification demand support a positive investment case, but the post is a research thesis without explicit author position language, so it remains a watch.
FCX
Сред.
20:25
19 авг
TheValueist Основатель, Atlas Peak Research
Watch FCX, valuation balanced despite high quality
Watch FCX as a high-quality long-term copper story, but the current price already reflects much of the normalized 2027 earnings recovery; author gives no explicit position.
FCX
Сред.
17:40
19 авг
TheValueist Основатель, Atlas Peak Research
Watch copper miners as AI-demand research basket
Watch FCX/TECK/SCCO/BHP as copper plays tied to AI/grid buildout and monetary expansion; author calls them solid longs but this is a research read-through, not an explicit owned position.
FCX
Сред.
15:27
19 авг
TheValueist Основатель, Atlas Peak Research
Copper strength is watch-only absent position language.
Watch copper producers on HALO-trade chatter; price action is strong and the copper narrative is supportive, but the author gives no ownership or explicit buy signal, so treat as watch rather than long.
FCX
Сред.
21:30
17 авг
TheValueist Основатель, Atlas Peak Research
Copper miners watch on GAI infrastructure demand
Watch these copper miners because GAI infrastructure adds real copper demand via electrical buildout; supply scarcity is supportive long-term, but the author frames this as research, not a personal position.
FCX
Сред.
14:48
17 авг
TheValueist Основатель, Atlas Peak Research
Watch copper tracker names pending refresh.
Watch these copper miners as a research tracker refresh. The author has prior work on these names and plans to revise, but there is no explicit ownership, buy, or position language, so WATCH rather than LONG.
FCX
Сред.
11:27
15 авг
thebigberbowski AI Infrastructure Research Author
The author is compiling a research thread of user-recommended non-AI tickers.
The author is compiling a research thread of user-recommended non-AI tickers, listing them as a factual watchlist
FCX
Низ.
19:59
25 июл
Dmitry Solodin Трейдер / Инвестор Dmitry Solodin
FCX breakout, copper deficit drives upside
Copper is near highs and the speaker is long FCX as a proxy. After a long accumulation phase, FCX broke out and can reach 140. Fundamentally, copper is in a structural deficit driven by massive data-center capex, and the chart shows no sign of a V-top reversal yet, supporting further upside.
FCX
Выс.
15:13
23 июл
FirstSquawk Newswire (@FirstSquawk)
Freeport-McMoRan CEO says the company is waiting for a Trump administration decision on copper.
Freeport-McMoRan CEO says the company is waiting for a Trump administration decision on copper 232 tariffs and could get higher prices for its US copper if tariffs are imposed.
FCX
15:03
23 июл
FirstSquawk Newswire (@FirstSquawk)
Freeport-McMoRan reports copper sales expected to rise in the second half of 2026.
Freeport-McMoRan reports copper sales expected to rise in the second half of 2026 and through 2028 while assuming diesel prices similar to the second quarter.
FCX
11:13
22 июл
Sarat Sethi Управляющий партнер, DCLA CNBC
Copper demand from data centers, EVs.
Copper demand will be driven by high demand for data centers and EVs, while no new copper mines have been built in ten years, creating a supply-demand imbalance that benefits miners like Freeport-McMoRan (FCX) and Teck Resources (TECK), which are also sold in dollars and could benefit from dollar strength.
FCX 1-й
Выс.
04:13
03 июл
Long copper miners FCX and RIO on hardware capex cycle from AI data centers and aerospace.
Long copper miners FCX and RIO on hardware capex cycle from AI data centers and aerospace, expected to rival 2000s China buildout, targeting 4-5x current baselines.
FCX
Сред.
17:54
27 июн
Dmitry Solodin Трейдер / Инвестор Dmitry Solodin
Copper supply deficit supports FCX
Copper is an essential material for all the electrical infrastructure being built for AI: wiring, transformers, and power distribution. Supply deficits are expected to persist through 2027-2028, supporting a bullish setup for copper producers. Freeport-McMoRan (FCX) is the vehicle used, with a plan to add on corrections.
FCX
Сред.
13:00
16 июн
Ted Oakley Основатель и управляющий партнер, Oxbow Advisors Julia LaRoche Show
Медь и природный газ для инфраструктуры ИИ.
Если нарратив об ИИ реален, для дата-центров и развития инфраструктуры потребуется огромное количество меди и природного газа. Эти сырьевые товары стоят дешево с фундаментальной точки зрения, и владение ими обеспечивает экспозицию на ИИ без переплаты по завышенным мультипликаторам. Также стоит владеть акциями производителя меди Freeport McMoRan.
FCX 1-й
Сред.

Об аналитическом покрытии FCX

Buzzberg отслеживает FCX (Freeport-McMoRan Inc.) в 31 источниках. Бычьих сигналов: 41, медвежьих: 0, от 51 аналитиков. Сентимент преимущественно бычий (46%). Всего отслеживается 90 торговых идей. За последние 7 дней: бычьих: 2, наблюдение: 1. Последние спикеры: Bob Lang, Patrick Ceresna, blackpanthercap.