Shyon
08-25 12:55

I’d go with A) Copper & Mining. $BHP Billiton(BHP)$ , $Southern Copper Corp(SCCO)$ and $Freeport-McMoRan(FCX)$ are benefiting from structural demand from electrification, grid expansion and AI data centers, while limited supply growth keeps the long-term copper story attractive. Among them, I’d pick FCX for its strong copper exposure and Grasberg production growth.

That said, I wouldn’t aggressively chase the rally at these levels. I still prefer adding gradually on pullbacks, especially since valuations are already pricing in plenty of optimism. For the next 30 days, my pick to make another fresh ATH would be Visa (V) — resilient consumer spending, double-digit growth and expanding value-added services give it a strong and relatively durable setup. 🐯📈

@TigerStars @TigerClub @Tiger_comments @TigerPicks

# 💰Stocks to watch today?(26 August）

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  • twinkle5
    ·08-25 14:04
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    That Goldman 1M ton extra AI copper demand by 2030 is the part people still underrate. FCX gets paid if Grasberg ramps cleanly 👀
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    • Shyon: 
      waiting for next ride
      13:38
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  • icycrystal
    ·13:04
    thanks for sharing
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    • Shyon: 
      hooray
      13:37
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