Stocks Mentioned: Microstrategy (MSTR), Gasoline (UGA), Hecla Mining (HL), Lundin Mining (LUN.TO), Ivanhoe Mines (IVN.TO), Patterson-UTI...

Stocks Mentioned: Corn, Nutrien (NTR), Roivant Sciences (ROIV), Thungela Resources (TGA.L), Valaris (VAL), Borr Drilling (BORR),...

Stocks Mentioned: Archer-Daniels Midland (ADM), Corteva (CTVA), FMC Corp (FMC), Adecoagro (AGRO), ARM Holdings (ARM), Softbank,...

Stocks Mentioned: Patterson-UTI (PTEN), Liberty Energy (LBRT), Helmerich & Payne (HP), DR Horton (DHI), Super Micro Computer (SMCI) ,...

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