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Precious metals have been on a tear lately—gold and silver both smashing through all-time highs. It's the kind of move that makes you think about what else might be riding this commodity supercycle wave. I've been eyeing aluminum pretty closely, and honestly, the setup looks interesting. The industrial demand picture is solid, supply constraints are real, and the timing feels right. So yeah, I've been quietly accumulating aluminum rolls—industrial grade—just positioning ahead of where I think the market's headed. Could be nothing, could be something. But when you see these patterns play out across hard assets, you don't just sit around waiting.