Calls
5
#782
Alpha Score 22.7
Ben Powell
Chief Investment Strategist for APAC, BlackRock
Win Rate
40.0%
return
-14.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 15
$62.20
+1.6%
BlackRock has upgraded its view on U.S. and emerging market stocks to overweight due to the overwhelming positive AI story and strong earnings, which are driving markets and overshadowing geopolitical risks.
Equity Indexes
Long
Apr 15
$699.94
+6.1%
BlackRock has upgraded its view on U.S. and emerging market stocks to overweight due to the overwhelming positive AI story and strong earnings, which are driving markets and overshadowing geopolitical risks.
Equity Indexes
Long
Feb 25
$64.90
-32.2%
Ben Powell states the AI boom is leading to "shortages of copper." Pål Kildemo (EGA CFO) notes that because "the price of copper is very high... we are seeing a lot of customers that used to use copper now moving onto aluminum." This is a classic substitution trade. AI and data centers require massive electrification (Copper). As Copper becomes prohibitively expensive due to shortages, industrial demand shifts to the next best conductor (Aluminum) for non-critical wiring, creating a structural tailwind for Aluminum prices independent of general economic growth. LONG. Own the scarcity (Copper) and the substitute (Aluminum). A global recession crushing industrial demand or rapid expansion of mining supply (unlikely in the short term).
Ben Powell states the AI boom is leading to "shortages of copper." Pål Kildemo (EGA CFO) notes that because "the price of copper is very high... we are seeing a lot of customers that used to use copper now moving onto aluminum." This is a classic substitution trade. AI and data centers require massive electrification (Copper). As Copper becomes prohibitively expensive due to shortages, industrial demand shifts to the next best conductor (Aluminum) for non-critical wiring, creating a structural tailwind for Aluminum prices independent of general economic growth. LONG. Own the scarcity (Copper) and the substitute (Aluminum). A global recession crushing industrial demand or rapid expansion of mining supply (unlikely in the short term).
Metals & Mining
Long
Feb 25
$53.02
-22.7%
Ben Powell states the AI boom is leading to "shortages of copper." Pål Kildemo (EGA CFO) notes that because "the price of copper is very high... we are seeing a lot of customers that used to use copper now moving onto aluminum." This is a classic substitution trade. AI and data centers require massive electrification (Copper). As Copper becomes prohibitively expensive due to shortages, industrial demand shifts to the next best conductor (Aluminum) for non-critical wiring, creating a structural tailwind for Aluminum prices independent of general economic growth. LONG. Own the scarcity (Copper) and the substitute (Aluminum). A global recession crushing industrial demand or rapid expansion of mining supply (unlikely in the short term).
Ben Powell states the AI boom is leading to "shortages of copper." Pål Kildemo (EGA CFO) notes that because "the price of copper is very high... we are seeing a lot of customers that used to use copper now moving onto aluminum." This is a classic substitution trade. AI and data centers require massive electrification (Copper). As Copper becomes prohibitively expensive due to shortages, industrial demand shifts to the next best conductor (Aluminum) for non-critical wiring, creating a structural tailwind for Aluminum prices independent of general economic growth. LONG. Own the scarcity (Copper) and the substitute (Aluminum). A global recession crushing industrial demand or rapid expansion of mining supply (unlikely in the short term).
Metals & Mining
Long
Feb 25
$95.06
-22.9%
Ben Powell states the AI boom is leading to "shortages of copper." Pål Kildemo (EGA CFO) notes that because "the price of copper is very high... we are seeing a lot of customers that used to use copper now moving onto aluminum." This is a classic substitution trade. AI and data centers require massive electrification (Copper). As Copper becomes prohibitively expensive due to shortages, industrial demand shifts to the next best conductor (Aluminum) for non-critical wiring, creating a structural tailwind for Aluminum prices independent of general economic growth. LONG. Own the scarcity (Copper) and the substitute (Aluminum). A global recession crushing industrial demand or rapid expansion of mining supply (unlikely in the short term).
Ben Powell states the AI boom is leading to "shortages of copper." Pål Kildemo (EGA CFO) notes that because "the price of copper is very high... we are seeing a lot of customers that used to use copper now moving onto aluminum." This is a classic substitution trade. AI and data centers require massive electrification (Copper). As Copper becomes prohibitively expensive due to shortages, industrial demand shifts to the next best conductor (Aluminum) for non-critical wiring, creating a structural tailwind for Aluminum prices independent of general economic growth. LONG. Own the scarcity (Copper) and the substitute (Aluminum). A global recession crushing industrial demand or rapid expansion of mining supply (unlikely in the short term).
Commodities
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Ben Powell has 5 trade ideas tracked on Buzzberg across 5 tickers since February 2026. Ranked #782 on the Buzzberg Alpha leaderboard. Most covered: SPY, COPPER, CENX.
