IDEA 2 TICKER: INXX (India Nifty IT ETF), INDA (iShares MSCI India ETF) DIRECTION: long THESIS: India is actively positioning itself to gain a stronger foothold in the AI race, attracting global attention and potentially boosting its technology sector. SPEAKER: @business TIMEFRAME: medium-term

IDEA 3 TICKER: BHP (BHP Group Ltd), COPX (Global X Copper Miners ETF), HG=F (Copper Futures) DIRECTION: long THESIS: BHP reported a sharp rise in first-half profit, driven by strong demand for copper, indicating positive fundamentals for the company and the broader copper market. SPEAKER: @FirstSquawk TIMEFRAME: short-term

IDEA