Buy
14
Hold
0
Sell
1
Watch
3
Gareth is currently short on copper and expects further declines based on technical analysis.
Ross shows COPX as a copper miners ETF displaying a shallowing breakout pattern, indicating the broader copper mining sector is setting up for a potential breakout. He uses it as supporting evidence for his individual stock picks.
Copper miners are at resistance. Described as a 'mixed bag' because many copper miners also mine gold. Not a direct short recommendation but noted as a proxy for shorting copper.
ETF holding copper mining companies that benefit from rising copper prices, provides leverage through profit margins
Copper is essential for AI data centers, EVs, grid upgrades, and defense. Supply is constrained with 15-20 year lead times for new mines. Four accelerating demand sources create a structural bull case.
The host recommends COPX as a diversified way to gain exposure to copper miners. Up 11.82% year-to-date and up 108% last year. It holds FCX, SCCO, and TECK among its top holdings. The host sees significant money to be made in this ETF.
Copper is essential for grid infrastructure buildout; Morgan Stanley and VanEck call copper the best positioned commodity of 2026; gives exposure to Freeport-McMoRan and other major copper miners
The copper-to-gold ratio has pulled back to 0.001, testing a 35-year descending trend line. The last two touches (2001 and 2020) sparked years of copper outperformance. This serves as a second confirmation signal that the commodity supercycle thesis is valid and represents a structural global supply shock rather than a flash panic.
Copper miners are highlighted as beneficiaries of the infrastructure buildout, grid expansion, and AI hardware supply chain demand
Felix presents COPX as the cleanest and easiest approach for copper miner exposure, showing it was up 72% in 29 trading days with institutional volume backing the move. Holds 40 different copper mining companies.









