To The Moon

🌟🌟🌟Gold has reclaimed USD 5,000/oz after that sharp breath catching pullback. It feels like watching a king stride back onto the throne - steady, unshaken and reminding the market that dominance doesn't vanish in a week. JPMorgan's view reinforces the confidence that this volatility is a healthy consolidation within a long term uptrend, not a trend reversal. But while Gold is anchoring the fortress, something else is stirring in the industrial trenches. JPMorgan expects copper to rebound earlier than Gold in Q2, driven by stabilising demand and tightening inventories. Copper is always the early mover. It is the metal that wakes up before the rest of the economy does. So the real question becomes : Is this the moment to rotate from Gold into copper led cyclicals? I believe that this is not the time to abandon Gold but to tilt, rebalance for the next leg of the cycle. One of the cleanest ways to express that copper view is $iShares MSCI Global Metals & Mining Producers ETF(PICK)$ What is PICK ETF? PICK is a global miners ETF that invest in companies involved in the extraction and production of diversified metals. These include copper, iron ore, aluminium, nickel and other industrial metals but excludes gold and silver miners. PICK is essentially a global industrial metals play, heavily influenced by copper demand and global manufacturing cycles. Dividend Yield: 2.35% paid every 6 months. Expense ratio is 0.39%. This makes PICK a blend of cyclical growth and income stability. Top 10 Holdings of PICK $BHP GROUP LTD(BHP.AU)$ is the world's largest diversified miner. Massive copper operations in Escondida, Spence and Olympic Dam. $Rio Tinto Ltd(RIO.AU)$ is a major copper producer with global operations in Oyu Tolgoi and Kennecott mines. Glencore is one of the world's biggest copper traders and producers. Vale mines iron ore primarily but with meaningful base metals exposure including copper and nickel. Freeport McMoran is the purest copper heavy weight in the top 10. Its Grasberg mine alone makes it a copper titan. Anglo American is one of the world's largest diversified mining companies with operations spanning copper, platinum group metals, diamonds, nickel, iron ore and metallurgical coal. Its copper assets including Quellaveco in Peru, makes it a major player in the global copper supply chain. Nucor Corporation is America's largest steel producer and one of the most efficient and profitable steelmakers in the world. Grupo Mexico is one of the world's top copper producers with massive mining operations. It is deeply tied to copper prices. When copper rallies, it typically outperforms. PICK is not a pure copper ETF but its top holdings are copper dominant, giving you strong exposure to the copper cycle with less volatility than pure play copper miners. PICK Performance Snapshot PICK is up 16% year todate and in 2025, PICK has skyrocketed by 64%. Why PICK Looks Compelling Now? JPMorgan expects copper to rebound earlier than Gold in Q2 2026. PICK is well positioned for the rebound. PICK's top holdings are mega cap miners with strong balance sheets. You get broad industrial metals exposure, not just copper. Dividend Yield of 2.35% adds income stability. PICK had lower volatility than pure copper ETFs. Who is PICK ideal for? Investors who want exposure to copper without extreme swings. Those who believe in a global industrial recovery. Anyone rotating from Gold or defensive metals into cyclical metals like copper. Concluding Thoughts PICK is a great buy as it is a low cost, diversified ETF with exposure to copper. Copper is in its early innings with the industrial cycle. Gold may hold the throne but copper moves with construction, electrification, manufacturing and the real economy. @Tiger_comments @Tiger_SG @TigerStars @TigerClub @CaptainTiger