Alcoa looks cheap against its earnings, at 10x trailing and about 9x next year's versus the roughly 13x aluminum producers usually get. Applying 13x to next year's $5.80 EPS implies fair value of about $66-84, leaving shares about 25% below the low end. This read rests only on reported earnings and estimates, not fundamental work. x.com 

Alcoa stands to benefit from tighter aluminum supply after Aluminium Bahrain suspended 19% of its total production capacity, as reported by @DeItaone, a move that is also inflationary. x.com 

Aluminum producers should benefit from higher prices after Iran's drone attack on a major aluminum plant in the United Arab Emirates. Alcoa is the biggest and most obvious buy, alongside Century Aluminum, Kaiser Aluminum and France's Constellium. x.com 

Copper, aluminum, Freeport-McMoRan and Rio Tinto can climb to their 2008 supercycle highs, 4-5x current levels, as AI data centers and aerospace infrastructure such as SpaceX drive a capex cycle rivaling the 2000s China buildout, a Hugh Hendry call from his George Gammon interview. Per Hendry, aluminum is mispriced: no one can earn a competitive return on a new North American smelter at spot, so prices must multiply to fund the capacity US supply-chain decoupling needs. Accumulate on breakouts. … Show more

Freeport-McMoRan's chart sets up a move to $80+. It broke out to a monthly all-time high, the weekly 9MA held at the day's low, and the daily shows a very bullish inverse head and shoulders after touching the 200MA near $50. A trader also bought $1.6M of August 21 $70 calls, a flow flagged as highly confident. x.com