Buy EVERY Share You Can: THIS $9 Stock Is at the Center of the AI Buildout

The copper space is one of the best investment opportunities in the market right now, and copper mining stocks are the cleanest way to play it. Last year proved a simple point: when metals run, they run. Gold, silver, and palladium all made enormous moves because metals tend to trend for a long time. Not a couple of weeks. Not a couple of months. Years.

These are massive super cycles, and they set up a rare kind of opportunity. This is exactly why copper mining stocks deserve your attention today.

Why Is Copper Coiling for a Breakout?

A base-on-base pattern that's ready to release

Copper is forming a strong base-on-base consolidation pattern. It broke out, tightened up, and started to move, then the tech winter this summer chopped everything around and slowed it down. Now it's setting up to break out again.

Think of it as base one, then base two. The available shares keep shrinking and shrinking. It's like a spring being pressed as hard as it can go. When that energy releases, you get an absolute launch higher in the price.

When super cycles take hold, the price of the underlying metal often doubles, triples, or quadruples. But here's the secret to trading this: you don't just buy the metal. You buy the miners.

When copper doubles or triples, the profits of the companies pulling it out of the ground don't just double or triple. Their profits go up 500%, 800%, even 1,000%. Their margins massively expand because the cost to mine stays relatively fixed. Every additional dollar in the copper price drops straight to the bottom line.

The Breakout Pattern in Copper Mining Stocks

I've been pushing the copper thesis for almost a year, and it has advanced beautifully. This is the go-to breakout pattern, and you see it cleanly in metals, commodities, and crypto: assets that trade purely on supply and demand.

• A big initial move higher
• Beautiful shallowing consolidation patterns
• The available shares shrink and shrink
• All that energy compresses like a coiled spring
• The asset releases that energy higher for a massive breakout

Two Trades That Already Paid

FCX and SCCO delivered in five days

Last week I recommended Freeport-McMoRan (FCX) and Southern Copper (SCCO). Both were setting up in perfect breakouts. If you listened, you've been handsomely rewarded, and fast.

Southern Copper was coiling up, getting ready to release its energy higher. Five days later (including the weekend) SCCO was around $218, a move of roughly 15% to 18%. I'm ultimately looking for $250 to $300 a share out of SCCO.

If you're up 20% in five days, there's no harm in peeling a little back and taking some profit. And if you missed those entries, don't worry. I have two brand new additions today.

Ivanhoe Mines: A $12.9 Billion Producer

The first is Ivanhoe Mines. It's a Canadian company, so it trades over the counter with a five-letter ticker: IVPAF. Don't mistake this for a penny stock just because it trades over the counter. This is a serious operation.

This is the producer of the two new stocks I'm targeting. It's had a rough year, which actually makes the setup better. We're seeing a very similar pattern to what we saw in gold and what's playing out in copper now: consolidation, wedging up nicely as it forms a big bottom.

The stock is coming above the 50-day moving average and pressing against the 200-day. It's getting ready to make that move out to the upside. My initial target is the $12 to $13 range, roughly 30% to 35% above where it sits now.

The primary risk here is geopolitical. A lot of their operations are in Africa, which is where a huge amount of the world's copper sits. There are always certain risks dealing with that continent, but the technical setup is incredibly strong.

I entered at $8.82 and tried to add more at $8.45 on a pullback. I ultimately took my total position up to 2,000 shares at market to make sure I get ample exposure before this thing runs away. I placed a stop loss right beneath a recent big up-day at about $8.30.

Is Ivanhoe Electric a Good Speculative Play on Copper?

A US-listed copper stock with more upside and more risk

The second stock is Ivanhoe Electric, ticker IE. Despite the shared name, these companies are not related. They do share a founder, though: Robert Friedland, the biggest name in copper. Apparently he has a thing for the word Ivanhoe.

This is the more speculative play. They're pre-production, so the stock carries higher volatility. It moves about 5.5% per day on average. More risk, potentially much more upside. If you want a US copper stock, this fits perfectly. It trades domestically, not over the counter.

The chart shows a double breakout. First, a breakout off the low where you see an inverted cup and an inverted head and shoulders. Second, a big area that's been significant for about six months.

After a big early-year decline, the stock stalled at a level and used it as support. Once it broke through, that level became heavy resistance. Now the stock is finally poking its head above that resistance line. It's about time it gets running alongside copper and the other miners.

I picked up 2,000 shares of IE at market and set an emergency stop loss down at a recent swing low, just in case something crazy happens.

Why Copper Mining Stocks Trade So Cleanly

When you evaluate a copper trade, look at the purity of it. Metals tend to follow technical patterns far better than tech or consumer stocks because they trade purely on supply and demand.

Consider the variables you avoid:

• No unexpected earnings misses
• No CEOs suddenly stepping down
• Very rarely any government intervention
• No monopoly breakups to worry about

It's pure. It's clean. Because of that, these names respect technical levels with high accuracy. The same holds for Bitcoin and other digital assets.

I make mistakes. I pick stocks that don't immediately go up, and plenty of you are happy to remind me. Fair enough. But if I had to pinpoint which of my calls have done the best over the last year and a half, it's clearly been metals.

I called gold and silver for those massive runs last year. Just three weeks ago, gold futures were forming this exact same consolidation pattern off the lows. I said I'd buy it at 4,200. The very next day the move started, and gold rocketed back up into the last place it found supply.

That's the exact same tightening pattern we're seeing in copper today.

Positioning for the Q3 and Q4 Run

The copper thesis has been building for almost a year. The tech winter this summer temporarily slowed the momentum, but the base-on-base pattern is complete. The shares are shrinking, the spring is compressed, and the breakout looks imminent.

I believe copper is on the cusp of a major run.

I've got a good amount of exposure now, both through futures and copper mining stocks. I'm looking for a strong move in the third and fourth quarters as we push higher. I could be wrong. If the trend reverses, I'll take my licks and move on. But so far we've done exceptionally well in metals, and I think copper is the next rotation of that same playbook.

Get your exposure set, manage your risk with disciplined stop losses, and let the super cycle do the heavy lifting.

Data on Ivanhoe Mines and Ivanhoe Electric can be verified through their SEC filings.