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Alfonso’s Daily Note

Best Day for Dr. Copper

July 8, 2025

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Something funny happened today…

Copper just logged its best single-day gain in history.

And it’s doing so right in the middle of a trade war.

Big one-day moves like this usually mean one of two things:

A blow-off top at the end of a trend, or an initiation thrust at the beginning of something much bigger.

So which is it?

 

Well, copper is breaking out to new all-time highs, completing a 14-year base.

Sound familiar?

That’s exactly what gold did last year before its explosive rally.

And guess what? Copper and gold tend to move together...

Hot Corner Insider

President Jianping Kong Reports a $100,000 $NA Buy

July 8, 2025

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

Here's what stood out today:

📌 Nano Labs Ltd $NA – The President and CEO Jianping Kong stepped in with a $100,000 Form 4.

Nano Labs has been making waves lately—recently announcing a $50 million BNB purchase. With digital-asset exposure growing and the executive showing skin in the game, it's one to watch.

Here’s The Hot Corner, with data from July 7, 2025:

 

Click the table to enlarge it.

📌 Redwood Trust $RWT – Wellington Management increased its 13G stake from 7.81% to 10.20%.

That’s a big vote of confidence from a heavyweight asset manager. RWT pays a nearly 12% dividend yield. 

📌 ...

Hot Corner Insider

The CEO, the CFO, and the COO Are Buying $CLBR Shares

July 7, 2025

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

Here's what stood out today:

📌 Colombier Acquisition Corp II $CLBR – The CEO, the CFO, and the COO all filed Form 4s totaling $125,000.

SPACs have been dead money, but this coordinated insider buy says the exec team is willing to put skin in the game.

CLBR is set to combine with GrabAGun, a digital firearms retailer. It recently named Donald Trump Jr. to its advisory board and equity team. 

📌 Rocket Companies $RKT – VA Partners I, LLC lifted its 13D stake from 5.90% to 7.70%.

That’s a meaningful increase in an already disclosed activist position. Mortgage finance might be ugly here, but insiders are leaning harder.

The ASC analyst team recently wrote a deep dive report on the housing...