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Nick Hodge – Investing Strategies in Gold, Copper, Lithium, Uranium, And Critical Minerals Stocks

The KE Report Apr 22, 2026

Summary

Nick Hodge is applying a pruning and planting strategy, taking profits in overweight gold positions like GDXJ and Royal Gold to deploy capital into pullbacks or other mineral sectors.

Copper stocks are rebounding from steep March corrections, with M&A activity like Hudbay's acquisition of Arizona Sonoran highlighting the value of advanced assets in desirable jurisdictions.

Growing investor interest in defense metals is accelerating, with antimony, rare earths, and uranium gaining macroeconomic and political traction for domestic production and energy security.