Source: Finding Finance | Date: February 25, 2026

Investment Research Summary: Commodities Technical Analysis

Investment Thesis

The video presents a bullish technical setup across multiple commodity sectors, particularly uranium and base metals, with analyst positioning for an imminent wave 3 Elliott Wave breakout. The core thesis is that commodities are consolidating near resistance levels before a significant upward move, especially if the dollar weakens and yields decline.

Sentiment

BULLISH

Time Horizon

MEDIUM-TERM (3-12 months)

Key Takeaways

Uranium miners are showing bullish technical patterns (flags, engulfing candles) suggesting an imminent surge higher—analyst sees wave 1-2 complete with wave 3 beginning
Base metals (copper, lithium, nickel) showing strong momentum with COPX "ripping higher" in what appears to be early wave 3 movement
Dollar and yields are at a decision point—a rising wedge pattern suggests potential weakness ahead, which would be bullish for commodities
Precious metals (gold/silver) expected to consolidate short-term after recent selling pressure before resuming uptrend
Energy services (OIH) showing exceptional strength with "money rotating into energy service like a madman"

Market Views

Dollar (DXY): Potential rising wedge breakdown could signal weakness
Yields: 2-year at squeeze/decision point; 10-year at support; 30-year has room to fall to 4.5-4.6%
Gold: Expects short-term consolidation around current levels after $46 drop
Silver: Looking for "further consolidation" despite being up—sees big selling pressure
Crude Oil: Breaking out of falling wedge pattern, looks "pretty solid"
Uranium: Wave 3 of larger wave 3 potentially starting "any second"
Copper: Strong day (+2.12%) but warns of possible "one last detour move" short-term
Bitcoin/Ethereum: Attempting to bottom with wicks forming

Assets Discussed

URNJ, URA, UNM (Uranium ETFs) - BULLISH - All showing bullish engulfing patterns, wave 1-2 complete, positioned for wave 3 surge
COPX (Copper miners) - BULLISH - "Looks fantastic, ripping higher," in wave 3 upward move
RMX (Rare earths/materials) - BULLISH - Up 3.7%, "bought the bottom," strong candlestick
Lithium - BULLISH - Approaching 52-week highs, "could be a very big move"
GDX, GDXJ, SILJ (Gold/silver miners) - NEUTRAL/BULLISH - Outperforming metals themselves, decent candlesticks, but expects consolidation
XOP (Oil & gas) - BULLISH - Above inverted head & shoulders neckline
OIH (Energy services) - BULLISH - Up 2%, "flying," exceptional money rotation
XLI (Industrials) - BULLISH - "Nice strong candlestick, looks very good to continue higher"
KRE, XHB (Regional banks, homebuilders) - NEUTRAL - "Highly sensitive to interest rates," will rip on lower rates

Risk Factors

Stronger dollar + rising yields scenario: Could force extended consolidation in precious metals and some commodities rather than immediate upside breakout
Short-term timing uncertainty: Analyst repeatedly emphasizes "the short term is incredibly difficult to get right" and notes he's not trading short-term moves
Equity market vulnerability: Notes the S&P/NASDAQ setups don't look particularly strong despite holding on, suggesting potential broader market weakness

Notable Quotes

"I think the big move could be coming here [in uranium] any second."
"Money is rotating into energy service like a madman. It looks good. Real good."
"We are in a full on frontal attack upward move [in COPX]. It looks really good."

Analyst Disclosure: The creator states he is "already positioned" in uranium and other discussed positions, indicating he owns these assets while recommending them.

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