Calls
7
#457
Alpha Score 58.4
Brien Lundin
Editor of Gold Newsletter
Win Rate
85.7%
return
+3.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 30
$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.
Commodities
Long
Jul 30
$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.
Commodities
Long
Jul 30
$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.
Thematic ETFs
Long
Jul 30
$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.
Commodities
Long
Jul 30
$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.
Thematic ETFs
Long
Jul 30
$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.
Commodities
Long
Jul 30
$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.
Thematic ETFs
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Brien Lundin has 7 trade ideas tracked on Buzzberg across 7 tickers since July 2026. Ranked #457 on the Buzzberg Alpha leaderboard. Most covered: SILVER, COPPER, URA.
