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.

Best,
Ross Givens