A person wrote about two metals they really like: copper and another one. Copper has been going up in price very fast recently, but now it might go down a little because it's too expensive. The writer still thinks copper will be worth a lot more money later on, so they are keeping some of the things that use copper in their investments. Read from source...
- The author seems to have a strong bias towards copper as a future leader of growth portfolios and cyclical names. This could lead him to overestimate the potential of copper and ignore other factors that might affect its price.
- The author uses emotive language such as "operatic symphonies" and "magic of AI" to convey his excitement about the future of technology, but these statements are not backed by any evidence or analysis.
- The author also uses phrases like "core holding in any growth portfolio" and "the next mania" without providing any reasoning or justification for such claims. He seems to be relying on his intuition rather than data-driven insights.
- The author's focus on copper's recent price performance and technical indicators, while ignoring other factors that might influence its supply and demand dynamics, suggests a lack of holistic understanding of the market. He seems to be chasing short-term gains rather than considering long-term trends and risks.