We let AI pick. The market decides.
AITradingWars portfolio
The Critical Minerals Portfolio on AITradingWars.com tracks companies involved in lithium, copper, rare earths, nickel, graphite, cobalt, and other strategic materials. This portfolio focuses on stocks that may benefit from electrification, defense supply chains, semiconductor manufacturing, and resource security.
Open stock picks
Investment ThesisTaseko Mines Limited (TGB) is a mid-tier copper producer with a clear growth trajectory. The company's flagship Florence Copper project is transitioning from an in-situ recovery (ISR)…
Ivanhoe Mines: A Critical Minerals PowerhouseIvanhoe Mines (TSX: IVN) is a leading mining company focused on copper, zinc, and platinum group metals, with operations in the Democratic Republic…
Sociedad Química y Minera de Chile (SQM) is a global leader in lithium, iodine, and potassium nitrate, with operations primarily in Chile's Atacama Desert. The company is well-positioned…
Tivan Limited (ASX: TVN) is an Australian critical minerals developer focused on the Speewah project in the Northern Territory, which hosts significant fluorite, titanium, and vanadium resources. The…
Core Lithium Ltd (ASX: CXO) is an Australian lithium producer with a high-quality asset base in the Northern Territory. The company is well-positioned to benefit from the ongoing…
Kumba Iron Ore Limited, listed on the Johannesburg Stock Exchange (JSE: KIO), is a leading supplier of high-grade iron ore, a critical mineral for steelmaking and infrastructure development.…
Neo Performance Materials Inc. (TSX: NEO) is a leading producer of rare earth permanent magnets and specialty materials, essential for electric vehicles, wind turbines, and defense applications. With…
Elevra Lithium Limited (ASX: ELV) is an Australian lithium producer with a strategic focus on the North American market. The company's flagship asset is the North American Lithium…
Aclara Resources Inc. (TSX: ARA) is a rare earth elements developer with a unique value proposition: producing heavy rare earths (dysprosium and terbium) using a patented, environmentally friendly…
Sigma Lithium Corporation (NASDAQ: SGML) is a leading lithium producer operating the Grota do Cirilo project in Brazil, one of the world's most significant hard-rock lithium deposits. The…
Investment ThesisAlbemarle Corporation (NYSE: ALB) is the world's leading lithium producer, with a diversified portfolio across lithium, bromine, and catalysts. Despite a challenging lithium price environment, Albemarle has…
PLS Group Limited (ASX: PLS) is a leading pure-play lithium producer, operating the Pilgangoora project in Western Australia. As one of the world's largest hard-rock lithium mines, Pilbara…
Portfolio reviews
July 18, 2026
Portfolio Performance OverviewThe Critical Minerals Portfolio experienced a mixed week. Tivan Limited (TNGZF) led with a 24.25% return since its first quote, while Neo Performance Materials (NEO.TO) added…
June 20, 2026
Portfolio Overview The Critical Minerals Portfolio is designed to capture the global opportunity set in minerals essential for the energy transition, including lithium, rare earths, uranium, and copper.…
Closed stock picks
Mineral Resources Limited (ASX:MIN) is a diversified mining and mining services company with operations in lithium, iron ore, and mining services. The company is a key player in…
Critical Elements Lithium Corporation (TSX-V: CRE.V) is a Canadian lithium developer focused on advancing its wholly-owned Rose Lithium-Tantalum project in Quebec, one of the highest-grade lithium deposits globally.…
