CIO @ arvy | CFA | Quality stocks, market cycles & investor psychology, on fundamentals AND technicals | #IBDPartner
Cite asCryptoQuant has tracked the directional calls on COPPER by @ThierryBorgeat on X since Aug 2025: not yet scored on COPPER (as of Nov 11, 2026).
Other assets covered (17)
3 COPPER calls on record, a thin history.
Relative view by default: fewer than 30 COPPER calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @ThierryBorgeat to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
The Magnificent Seven are not one trade. – Nvidia: -24%, 15x – Alphabet: -31%, 22.5x – Meta: -22%, 18.8x – Apple: -2%, 39x Three went on sale. One is still priced for perfection. $AAPL https://t.co/tFxaUH6LXX https://t.co/P2Y0BM9nIb
View original →$AMZN relative strength is remarkable. Most likely the best Mag7 out here the next few months. Once markets stabilize this one will pop. #IBDPartner , chart by MarketSurge https://t.co/CCsRt7EPtt https://t.co/f8nKzGgBw4
View original →Yeah, it's funny. Maybe even true. But this is something you only say during a 17-year bull market driven by QE-infinity. As Morgan himself said, we shape our ideas and our relationship to investing according to the era we live in. If you were born in 1970, the S&P 500 increased almost 10-fold. If you were born in 1950, the market went nowhere People born in the 1970s love stocks and believe that they can only go up. People born in the 1950s hate stocks and consider them gambling and risky. Everyone forms their own beliefs about money based on their own life experiences, not on objective truths. Do not forget this.
View original →Nvidia: 15 times forward earnings. Broadcom: 16.9. Applied Materials: 18.9. Hyperscaler capex: doubled in a year. The chips got cheaper. The capex bill did not. https://t.co/Vw7m3VH21C https://t.co/P2Y0BM9nIb
View original →For months, Nvidia held up while the chip suppliers halved. Then the front row gave way too: – Nvidia -24% $nvda – TSMC -27% $tsm – ASML -32% $asml – KLA and Lam -57% $klac $lrcx $amat The most liquid winners get sold last. When they go, the sellers are running out of things to sell.
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