Why analysts are watching it
Analysts are watching Southern Copper due to its position in the materials sector, particularly as foundational for physical materials. On April 19, 2026, BWB - Business With Brian stated in his video "The UNTHINKABLE Just Happened. Prep for the Dip!" that Southern Copper, alongside Corning, is essential as "the supply deficits are real and they don't resolve quickly but these are longer time horizons." He also highlighted that AI data centers require significantly more fiber, creating demand for critical materials. On May 15, 2026, Felix & Friends (Goat Academy) in their video "An Opportunity Like This Won’t Come Again… (Emergency Update)" described Southern Copper as "well positioned." However, the long-term nature of resolving supply deficits means holding this stock could involve extended periods of market volatility.
Contributing creators
Source clips
"There's some other ones. Um Southern Copper. The ticker there is SECO. That's about 160 billion. It's bigger. Uh also well positioned I think."
— An Opportunity Like This Won’t Come Again… (Emergency Update)
"Now, onto the third layer which is the physical materials. That's Southern Copper and Corning. The supply deficits are real and they don't resolve quickly but these are longer time horizons."
— The UNTHINKABLE Just Happened. Prep for the Dip!
"Now we're going to go ahead [662s] and round this out with Corning where [664s] the constraint is one multiplier. AI [666s] data centers require 36 times more fiber [669s] than a traditional server rack and lead [670s] times on ribbon fiber are already [672s] stretching past 60 weeks."
— The UNTHINKABLE Just Happened. Prep for the Dip!
"Now we're going to go ahead and round this out with Corning where the constraint is one multiplier. AI data centers require 36 times more fiber than a traditional server rack and lead times on ribbon fiber are already stretching past 60 weeks."
— The UNTHINKABLE Just Happened. Prep for the Dip!