The commodities market has been driven hard by AI power demand and grid upgrades over the past six months. If Democrats sweep the midterms and win the governorships in Texas and Georgia, a shift in subsidies and permitting could force a reassessment of demand expectations for industrial metals like copper and aluminum. I set my stop-loss too tight and got stopped out twice. I’ve learned my lesson: I’m keeping my position light and waiting to see how the policies play out. Let’s check back next week and see if this call was right.