Calls
3
Darrell White
CEO of BMO Capital Markets (Mining/Metals Conference Host)
Win Rate
0.0%
return
-18.7%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 23
$90.85
-19.3%
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital providers are active, and M&A pipelines are full. Despite tariff noise, the structural demand for copper, lithium, and rare earths is agnostic to short-term policy. The "friend-shoring" narrative (US/Canada integration) favors North American miners. LONG Critical Minerals and North American Mining. Global recession crushing commodity demand.
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital providers are active, and M&A pipelines are full. Despite tariff noise, the structural demand for copper, lithium, and rare earths is agnostic to short-term policy. The "friend-shoring" narrative (US/Canada integration) favors North American miners. LONG Critical Minerals and North American Mining. Global recession crushing commodity demand.
Thematic ETFs
Long
Feb 23
$91.32
-20.4%
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital providers are active, and M&A pipelines are full. Despite tariff noise, the structural demand for copper, lithium, and rare earths is agnostic to short-term policy. The "friend-shoring" narrative (US/Canada integration) favors North American miners. LONG Critical Minerals and North American Mining. Global recession crushing commodity demand.
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital providers are active, and M&A pipelines are full. Despite tariff noise, the structural demand for copper, lithium, and rare earths is agnostic to short-term policy. The "friend-shoring" narrative (US/Canada integration) favors North American miners. LONG Critical Minerals and North American Mining. Global recession crushing commodity demand.
Thematic ETFs
Long
Feb 23
$117.71
-16.4%
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital providers are active, and M&A pipelines are full. Despite tariff noise, the structural demand for copper, lithium, and rare earths is agnostic to short-term policy. The "friend-shoring" narrative (US/Canada integration) favors North American miners. LONG Critical Minerals and North American Mining. Global recession crushing commodity demand.
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital providers are active, and M&A pipelines are full. Despite tariff noise, the structural demand for copper, lithium, and rare earths is agnostic to short-term policy. The "friend-shoring" narrative (US/Canada integration) favors North American miners. LONG Critical Minerals and North American Mining. Global recession crushing commodity demand.
Thematic ETFs
Showing 3 of 3 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Darrell White has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: REMX, COPPER, XME.
