Public trading strategy
China announces $295 billion data center spending spree — grab the infrastructur
Thesis
Building hundreds of new data centers requires massive amounts of raw materials, particularly steel for construction and copper for wiring. China's $295 billion spending plan guarantees a surge in demand for these industrial metals. American steel producers, who are already seeing strong demand domestically, will benefit from this massive global infrastructure build-out.
Strategy approach
Build a rule-based strategy that enters long SID on the daily timeframe when price breaks above the upper Bollinger Band (20, 2) on high volume. Use a 5% trailing stop and a 15% take profit target.