This obviously has consequences for copper demand in China, in case u missed it. The CCP’s New Vehicle subsidies for the past 10 years replaced at least some of the losses from collapsed construction demand for copper. Less so going forward. @MichaelWieland7 https://t.co/Cu9kcDxbSz https://t.co/0YiLC0tvSH

Original source ↗ | February 06, 2026 at 13:01 UTC | Twitter - @burggrabenh

Here are the actionable trade ideas extracted from the tweets:

IDEA [4] TICKER: Speculative Tech (e.g., $ARKK, high-growth tech stocks) DIRECTION: Short THESIS: The IPO of the merged SpaceX/xAI in Q2 is hypothesized to saturate demand for speculative tech, leading to a burst in the tech bubble. SPEAKER: @burggrabenh TIMEFRAME: Medium-term

IDEA [7] TICKER: Copper (e.g., $CPER, copper mining companies) DIRECTION: Short THESIS: Reduced new vehicle subsidies in China, combined with collapsed construction demand, will lead to lower copper demand going forward. SPEAKER: @burggrabenh TIMEFRAME:

Views 10,361

Retweets 3

Likes 57

Quotes 1

Bookmarks 24

Trade Ideas

Ticker	Direction	Speaker	Thesis	Time
COPPER	SHORT	@burggrabenh	Reduced new vehicle subsidies in China, combined with collapsed construction demand, will lead to lower copper demand going forward.	—