Forget Nvidia: Copper is the "Hidden" AI Trade of 2026

In Today’s Masters in Trading: Live LIVE: Forget Nvidia: Copper is the "Hidden" AI Trade of 2026 Today, copper took out 10-year highs in a surge that’s setting off yet another buying frenzy in the industrial metal. Copper prices rallied 22% on the London Metals Exchange (LME), rising from less than $11,000 per ton at the close of November to a record high of $13,387 just a few weeks ago. That’s not a random spike. Regular viewers of Masters in Trading LIVE know this move has been building for months. Copper has been on a sustained run, and the drivers behind it are structural — not speculative. At its core, the story is simple: Demand keeps rising. Supply can’t keep up. AI data centers, grid upgrades, electrification, EVs — none of this works without copper. This isn’t cyclical hype; it’s infrastructure-level demand that compounds over time. Supply, meanwhile, remains constrained. Years of underinvestment mean new production can’t come online quickly. Add to that the heavy concentration of mining activity in Latin America — particularly, Chile and Peru — along with ongoing geopolitical uncertainty in the region, and the supply side only tightens further. When policymakers talk about reshoring, grid security, or energy independence, copper sits quietly at the center of that conversation — whether it’s mentioned explicitly or not. That’s why copper remains one of the most important long-term themes every investor should be tracking. And it’s also why we didn’t just start talking about copper today. We formed a thesis months ago and stayed with it through normal, uncomfortable price swings. Intra-week moves don’t invalidate big ideas. Throughout December and January, I shared multiple copper-related trades openly — stock and options — for free. If you were watching Masters in Trading LIVE or in the Discord, you were already positioned before today. This is how professionals trade. You form a view, size it correctly, manage exposure, and let time work. You don’t chase breakouts — you earn them by being early and patient. That’s the real value of this community. It’s not alerts or technical levels. It’s learning how to build a thesis, stick with it, and express it efficiently with stocks or options. In today’s episode of Masters in Trading LIVE at 11 AM EST, I’ll walk you through exactly how we’re approaching the current copper rally — including what names I’m watching next and how we’re managing exposure from here. ALL ACCESS MEMBERS ALERT: In today’s All Access, I’ll discuss our newest positions and take questions from viewers. Don't have All Access? Call 1-800-784-0871 to learn more. Recommended Link This stock is everywhere on TikTok The company I’ve been telling everyone to replace Nvidia (NVDA) with is basically the opposite of an internet hype stock. (It’s 174 years old and pays a quarterly dividend.) So, the fact that its technology components are everywhere in TikTok videos – but only if you know what you’re looking for – is why it’s the perfect kind of stock to own right now. Its share price growth is already well outpacing Nvidia, but the ride is JUST beginning. Get all the details on what’s primed to be the best technology stock of 2026 right here. Got a Question? Be sure to join me live on YouTube and ask me anything. It’s a great way to connect directly with our trading community and make sure you’re getting the insights you need to help build a deeper understanding of the markets. Remember, the creative trader wins, Jonathan Rose Founder, Masters in Trading Who is Jonathan Rose? In 1997, Jonathan got his start as a floor trader at the Chicago Mercantile Exchange. He traded futures on the Nasdaq and S&P 500 during the dot-com boom and bust. In 2003, he became Director of Trading at a leading proprietary trading firm. His job was to manage the risk for the entire firm… with dozens of traders under his supervision. In 2010, the firm sold to a billion-dollar hedge fund. And Jonathan took a career break to train for the Wisconsin Ironman. After completing the 140-mile triathlon, in 2011, he took his trading career in a new direction. He became a market maker at the world’s largest at the Chicago Board Options Exchange. It’s the world's largest and most influential options exchange. But it wasn’t until 2015 that he found his true passion – teaching regular folks how to trade like the pros at Masters in Trading. Since then, he’s trained more than 100 professional traders and helped thousands of folks learn to trade options like pros. These folks not only get to learn the ropes with Jonathan. They can also follow his trade recommendations in real time. To learn more about joining Jonathan’s thriving community, and becoming the best trader you can be, visit here. 90-Day Trade Hall of Fame Company (Ticker) Portfolio Gain Duration Albemarle Corp. Advanced Notice 959% 31 days iShares Ethereum Trust ETF Advanced Notice 275% 26 days Alphatec Holdings Inc Earnings Advantage 213% 18 days Lyft Inc Advanced Notice 209% 13 days Canadian Solar Inc Divergence Trader 124% 9 days Note: These trades represent previously closed positions.

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