FCX

Freeport-McMoRan Inc.

stock all instruments

+4.9

net board stance what this means

59.42

+2.6% · close 2026-11-06

-17% / -14% / +55%

1m / 3m / 12m

+30%

vs SPY since 2025-08-01

51%

of 52w range · -25.5% off high

—

hit rate as primary

Where All-In Alpha stands — 1 live idea

idea	call	play	conviction	contributes	moved yet?	scored in
🛢️ Copper (and critical metals) goes parabolic	▲ LONG	adjacent ×0.5	9.8	+4.9	—	64d

Where the winds are blowing

NET BOARD STANCE, LAST 60 EPISODES — rising = the besties are building this position, falling = abandoning it. From the conviction ledger; an idea counts from birth until its window closes. Dots mark episodes where this ticker's ideas were actually mentioned; a dashed stretch is silence. Last mention E257 · silent for 39 episodes.

PRICE VS SPY OVER THE SAME WINDOW, % — did the talk lead the tape or follow it?

Who's pushing which way

each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means

Chamath 40% commodities

2 ideas (1 live) · last heard E257

pushes up

What resolves next

scoring dates for the live ideas holding this ticker — each one turns into a scored result on that date, whether it flatters anyone or not

2027-01-10 64d ▲ 🛢️ Copper (and critical metals) goes parabolic 10

Track record on FCX

No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.

idea	call	play	result	return	vs SPY	scored
🛢️ Battery metals squeeze — lithium, nickel, cobalt push EV prices up 20-30%	▲ LONG	adjacent	RIGHT	+13.9%	+6.5	2022-03-13

The tape — what was actually said

every capture on any idea holding FCX, newest first · quotes verbatim, timestamps deep-link into the episode

Chamath support ×3 ▲ on 🛢️ Copper (and critical metals) goes parabolic E257 · 2026-01-10 ▶ 34:27

the asset that is set up to go absolutely parabolic is copper. ... manifests in everything, from our data centers to our chips to our weapon systems. ... we are on a path by 2040 where we will be short about 70% of the global supply

Chamath support ×3 ▲ on 🛢️ Battery metals squeeze — lithium, nickel, cobalt push EV prices up 20-30% E60 · 2021-12-23 ▶ 1:22:49

China has done a masterful job. They control a lot of the lithium, a lot of the nickel, a lot of the cobalt, a lot of the graphite. They control a lot of the rare earths that go into the permanent magnets. And we don't have a solution.

Chamath support ×2 ▲ on 🛢️ Battery metals squeeze — lithium, nickel, cobalt push EV prices up 20-30% E57 · 2021-12-04 ▶ 37:27

We don't have rare earths. We don't have lithium. We don't have nickel. We don't have cobalt. We don't have graphite. So we actually can't make the batteries, which means that now oil is at $100 a barrel and gas costs $10 at the pump.

Chamath support ×1 ▲ on 🛢️ Battery metals squeeze — lithium, nickel, cobalt push EV prices up 20-30% E49 · 2021-10-02 ▶ 1:10:48

yesterday, we're starting something really ambitious in batteries, and I have to sit there for an hour, and we have to go through ordering the equipment, setting up the lab, getting the human resource

Chamath support ×2 ▲ on 🛢️ Battery metals squeeze — lithium, nickel, cobalt push EV prices up 20-30% E41 · 2021-07-23 ▶ 1:30:39

I had a kickoff meeting for a startup that's doing something incredible in batteries ... and then I had a call because I'm trying to put a you know, more than a billion dollars to work in a different battery idea.

Chamath support ×3 ▲ on 🛢️ Battery metals squeeze — lithium, nickel, cobalt push EV prices up 20-30% E27 · 2021-03-27 ▶ 53:53

if you believe in electrification and you believe in, you know, zero emissions and you believe in using these batteries, you need to believe in nickel, which is a tough business, okay? ... And right now, we have a deficit of nickel that's going to emerge now in less than a year. ... And we have about a 37 to 40% shortage of what we need.

Chamath support ×2 ▲ on 🛢️ Battery metals squeeze — lithium, nickel, cobalt push EV prices up 20-30% E25 · 2021-03-13 ▶ 52:04

if you break down the batteries, it goes into three critical inputs, lithium, nickel and cobalt. ... And so the cost of Tesla's are going to go up by 20 or 30%