A) Copper & Mining gets my vot-To The Moon - Tiger Brokers Online Investing Community - To The Moon

A) Copper & Mining gets my vote, with BHP as the one I would be most comfortable buying.

The copper rally still has fundamental support rather than being purely momentum-driven. Electrification, grid investment and AI infrastructure are increasing demand, while supply remains constrained. S&P Global expects data-centre copper demand alone to rise from 1.1m tonnes in 2025 to 2.5m by 2040.

I prefer BHP over the more concentrated copper miners because it combines growing copper exposure with diversification. Copper already contributed more than half of BHP's adjusted EBITDA last year, and management expects copper production to rise substantially over the longer term.

Valuation is the main concern after the rally, so I would accumulate rather than chase aggressively.

Bonus pick: Visa (V) to make the next fresh high. Its underlying payments volumes remain resilient, giving it a steadier path than commodity-sensitive miners.

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Comments

FabianGracie
08-25 12:03
FabianGracie
2.5m tonnes by 2040 is the sticky part for me, and that still leaves grid buildout plus EV demand on top. Long copper still feels underwritten by demand, not just momentum

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What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? Do you have any plans?\n🎁 Make a post here, everyone stands a chance to win Tiger coins!","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>A) Copper &amp; Mining gets my vote, with BHP as the one I would be most comfortable buying.\n<p></p>\n<p>The copper rally still has fundamental support rather than being purely momentum-driven. Electrification, grid investment and AI infrastructure are increasing demand, while supply remains constrained. S&amp;P Global expects data-centre copper demand alone to rise from 1.1m tonnes in 2025 to 2.5m by 2040.</p>\n<p>I prefer BHP over the more concentrated copper miners because it combines growing copper exposure with diversification. 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S&amp;P Global expects data-centre copper demand alone to rise from 1.1m tonnes in 2025 to 2.5m by 2040.</p>\n<p>I prefer BHP over the more concentrated copper miners because it combines growing copper exposure with diversification. Copper already contributed more than half of BHP's adjusted EBITDA last year, and management expects copper production to rise substantially over the longer term.</p>\n<p>Valuation is the main concern after the rally, so I would accumulate rather than chase aggressively.</p>\n<p>Bonus pick: Visa (V) to make the next fresh high. Its underlying payments volumes remain resilient, giving it a steadier path than commodity-sensitive miners.</p></body></html>","text":"A) Copper & Mining gets my vote, with BHP as the one I would be most comfortable buying. The copper rally still has fundamental support rather than being purely momentum-driven. Electrification, grid investment and AI infrastructure are increasing demand, while supply remains constrained. S&P Global expects data-centre copper demand alone to rise from 1.1m tonnes in 2025 to 2.5m by 2040. I prefer BHP over the more concentrated copper miners because it combines growing copper exposure with diversification. Copper already contributed more than half of BHP's adjusted EBITDA last year, and management expects copper production to rise substantially over the longer term. Valuation is the main concern after the rally, so I would accumulate rather than chase aggressively. Bonus pick: Visa (V) to make the next fresh high. 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Long copper still feels underwritten by demand, not just momentum","text":"2.5m tonnes by 2040 is the sticky part for me, and that still leaves grid buildout plus EV demand on top. Long copper still feels underwritten by demand, not just momentum","html":"2.5m tonnes by 2040 is the sticky part for me, and that still leaves grid buildout plus EV demand on top. Long copper still feels underwritten by demand, not just momentum","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/600415299961160"}