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Hi friend,
Ross here - and I want to share something that could matter big time for
investors right now.
There’s growing talk across markets that we may be on the verge of a new
mining stock supercycle — a major, multi-year phase where metals and mining
equities outperform the broader market. This isn’t just another sector rotation
— structural demand forces are finally lining up behind critical raw materials.
Here’s what’s driving the surge:
🔹 AI and tech demand is exploding, boosting the need for metals like copper,
nickel, lithium and rare earths — all essential to chips, batteries, EVs, and
next-generation infrastructure.
🔹 Global supplies remain tight, with constrained output failing to keep pace
with demand.
🔹 Institutional investors are jumping into mining equities as a preferred way
to get exposure to this trend.
This combination of structural demand + limited supply could set the stage for
years of strong performance.
I’ve been bullish on metals since early 2024. Started buying physical gold
around $2,200 an ounce and silver at $40.
But now, policy is stepping in to reinforce the technicalities. Here’s how I
approach this trade in layers.
Click to read the full post and see how I plan to gain.
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Best,
Ross Givens
There is a very high degree of risk involved in trading.
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