Tyler Carter

Digital asset analyst in a legacy market. Finding alpha in Electric Vehicles through systematic inefficiencies. Positions: $XPEV, $PSNY, $RIVN. Deep-sea fish...

[Tyler Carter @Alaa34554263]

THE NUMBER THAT STANDS OUT:
$10B EXIM-style capital signals + NRED exposure creates asymmetry most retail ignores

$MARA #NOLIMIT $STRC #Uominiedonne

[Mary Roman @ogioj47373825]

250 YEARS OF AMERICAN INDEPENDENCE.

From Canada, congratulations.

And congratulations to Kristi Noem on her new role with NovaRed Mining Inc.

What is the bigger picture?

The next era needs secure copper, stronger grids, energy independence, defense readiness and trusted supply chains.

Canada has the geology. America has the industrial engine.

That is why I like the Canada–US critical-minerals angle around $NRED / $NREDF.

Do your own due diligence.

$NVDA $MU $APLS

[Shay Boloor @StockSavvyShay]

10 WAYS TO PLAY ROBOTICS IN 2026

1. $TER tests AI chips & owns the cobots through Universal Robots
2. $NOVT precision photonics & motion inside surgical & industrial robots
3. $OUST eyes & perception for physical AI machines that need to see & map physical world
4. $HIMX provides vision & display chips that help robots process images, depth & sensor inputs at edge
5. $AMBQ low power edge AI layer for robots & devices that need intelligence without burning massive amounts of energy
6. $ON becomes physical AI edge stack after acquiring $SYNA combining power, sensing, connectivity & edge AI for robotics
7. $SYM warehouse automation pure play using robotics & software to redesign how goods move through fulfillment centers
8. $VPG sits in force sensing & precision measurement layer that helps robots understand pressure, weight & real world movement
9. $TSLA humanoid platform bet with Optimus combining custom hardware, AI inference, autonomy software & real world manufacturing scale
10. $CCXI gives public market exposure to Agility Robotics which is one of clearest pure play humanoid robotics companies through its Digit warehouse robot

[RonnieV @TheRonnieVShow]

If history repeats...

The last Bull Trigger on $SOFI led to a 147% move.

Fresh Bull Trigger just printed.
Trend flipping from bear to bull.

Watching closely.

[TrendSpider @TrendSpider]

🚨 Micron $MU just closed back-to-back weeks red for the first time since mid-March.

You buying the dip?

[Tyler Carter @Alaa34554263]

WHY I'M BUYING $NRED BEFORE WALL STREET CATCHES UP

I'm buying NovaRed Mining Inc. CSE: $NRED / OTC: $NREDF because the company isn't standing still between drill programs.

It already controls 39,726 acres, has 3 drill-ready targets, and just announced that MetalCore AI identified a brand-new Copper-Gold-Platinum opportunity at Wilmac after reanalyzing historical geological data.

If drilling confirms this target, NovaRed could unlock value that simply wasn't recognized before.

Even more importantly, the company has appointed Dr. Olamide Oladeji as Strategic Advisor for Robotics & AI.

With a Stanford PhD in Applied AI, dual MIT master's degrees and deep expertise in AI-driven decision systems, I believe he's exactly the type of person who can help MetalCore become a real competitive advantage rather than just another exploration tool.

That's why I continue accumulating shares.

Opinions are my own. Always check your data and consult your advisors before acting.

$STRC $MU $BIYA

[Peter DiCarlo @pdicarlotrader]

Finally started a position in $ONDS.

In today’s video I break down exactly why I took it, where my targets are, and more importantly where my stop is.

If you want to see how I structure risk on new positions step by step, watch this.

[Trade Whisperer @TradexWhisperer]

$MU 6.8x. Holy Jesus Christ. San Pedro de Dios.

Priced like it's going out of business next year. Reality is record profits bigger than any Mag6.

The gap is absurd.

[The Long Investor @TheLongInvest]

$SNDK is the most ridiculous Wave 5 i've ever seen

Monster power

But remember that this is not the norm, this is the exception

After $NVDA's powerful move, many believed all Tech position would move the same ($PLTR holders believed there would never be a pull back before it declined -50%)

$SNDK this will decline -50% from his high too

Parabolic moves mean only one thing:

Look out down below!

[Mike Investing @MrMikeInvesting]

These 8 stocks are going to make many generational wealth in the second half of 2026….

1: Ouster ~ $OUST
2: ServiceNow ~ $NOW
3: One Stop Sys ~ $OSS
4: RobinHood ~ $HOOD
5: UiPath ~ $PATH
6: Nebius ~ $NBIS
7: Rocket Lab ~ $RKLB
8: Palantir ~ $PLTR

Save this list, & come back later on this year and you’ll be thankful that you listened.

You can count on that…

[Tyler Carter @Alaa34554263]

What happens when AI starts helping decide where to drill?
That's the question NRED just put on my radar.

#loveislandusa $IBRX #NOLIMIT #DrDoom $FCX

[Rebecca Riley @kfkcf95827529]

@Vanguard_Group
THE SHOVEL-ONLY ERA IS ENDING - AND $NRED JUST BROUGHT IN ITS MIT-TRAINED “IRON MAN.”

NovaRed appointed Dr. Olamide Oladeji as Strategic Advisor for AI and robotics across mineral exploration technologies, including MetalCore.

Forbes 30 Under 30. Stanford Applied AI Ph.D. Stanford Knight-Hennessy Scholar. Dual MIT master’s in AI/EECS and Technology Policy. MIT Clean Energy Prize winner.

His job is to help push predictive geology, AI-enabled exploration, autonomous systems, geospatial intelligence, resource optimization, environmental intelligence and decision support.

That is the Iron Man angle: machines, AI, robotics and copper-gold exploration all meeting in one story.

Copper powers robots, grids, drones, EVs, chips and defense.

AI helps find the minerals.

NovaRed Mining Inc.
$NRED / $NREDF

Opinions expressed here are my own.

$MU $RIO $FCX #IronMan #Copper

[Luc @investingluc]

If $ONDS heads back to $15+ this year, we'll look back at the last month as another textbook example of "story was there, market didn't realize it", everyone got stopped out on the undercut, but key level around ~$8.50 acted as a rubber band.

Conviction is there for me.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 surges back above 7,500, now just 1.6% away from a fresh record high.

[Trade Whisperer @TradexWhisperer]

$MU $DRAM Remember

Micron is set to outearn Apple, Google, Amazon, Microsoft, Meta, and Tesla.

Every. Single. One.

The most underestimated company in technology. Not anymore.

[Tyler Carter @Alaa34554263]

What if the advantage isn't another drill hole?
NRED combining geospatial AI with 583K+ claim records deserves a closer look.

#NOLIMIT $BIYA #jonita $COIN

[Kt @Kt7574602868565]

NOVARED IS BUILDING AN EDGE BEFORE THE DRILLS TURN

Most junior miners compete by drilling more holes.

NovaRed Mining Inc. CSE: $NRED / OTC: $NREDF is trying to drill smarter.

That's why hiring Dr. Olamide Oladeji makes sense to me.

His expertise spans computer vision, machine learning, geospatial AI and autonomous systems - technologies designed to reduce uncertainty.

He'll apply those tools to MetalCore, which already integrates:
• 799K+ mineral occurrence records
• 583K+ mining claim records
• millions of additional data points

If AI helps prioritize the best targets across 39,726 acres, NovaRed could reduce exploration risk while making future results more compelling to investors.

This is my take, but not financial advice. You’re the one in the driver’s seat!

$SPY $QTEX $TEAM

[Serenity @aleabitoreddit]

I've reached 900k followers, thank you everyone!

Just some reflection, it's actually a nightmare at higher counts...

Which is new to me, since I started at almost nothing earlier this year.

1. Threats of safety, which I don't enjoy.

- Random new accounts sending personal threats
- Mysterious foreign accounts, sending coercive messages the moment I mention a foreign ticker

If I hold an opinion about a stock, I'd prefer not to have anyone show up on the street with a knife at night since it's safety risk at this point...

Never felt like I'd have to take that into consideration for holding an opinion.

2. Egregious media narratives

- Lot of outlets try to dismiss my ideas like $RPI or $SIVE as "meme stocks" or me as "meme trader" when I talk about supply chain chokepoints or fundamental catalysts to revenue due to AI.

Without ever covering the core ideas or hyperscaler mapping I've done.

I let success validate my ideas, but it's annoying when they can just pretend their claims like "___ will imminently crash as a fact" which ends up not happening.

Or that "___" is just a retail meme stock without mentioning $JBL, Ayar, $GFS or others for CPO scale up or pluggables.

I'm grateful to some outlets, like in Belgium for $XFAB coverage, but many others try and paint their own narrative rather than covering a very nuanced thesis objectively.

- When I mention a ticker in a foreign market, some try to frame me as some "adversarial account"!

I'm just sharing ideas, and I'll always disclose positions/financial interest if I have them.

If I say I have none, they just make up some narrative that I'm some foreign institution or random group inside their country that does.

Some have even tried hilariously forging screenshots of me to harm my reputation, which was annoying to deal with. Since it's easier to textedit a photo and spread it around than it is to dispel disinformation.

Lot of institutions know me personally by now.

I just don't go broadcasting my identity to random people in the media/public, since personal security gets expensive and I just want to live about my day.

3. Endless X bot spam

- I have endless hundreds of comments a day trying to link external communities pretending they're me.

I manually delete, and block thousands of these accounts, sometimes hit regular people by accident.

And it's extremely exhausting to the point my fingers cramp certain days.

Even if I give the most blatant warnings in bio, people still get scammed and think it's me. Then I get blamed for it too.

I actually had a conversation where someone asked if a scammer was me.

I said no verbatim, then they double checked like 2-3 more times because they didn't believe I said no because someone had the same username on another scam platform.

In another world, maybe we'll get automod type tools. But until then, it's mentally exhausting dealing with all of this. But I do so anyways since I don't want my followers to get scammed.

4. Endless engagement baiting

- I have tons of people making up fake stuff about me, tagging me in posts, randomly bashing my ideas while missing any technical nuance in order to get me to comment or farm views.

It's a catch 22 since the moment I reply, they get a lot of views, which was their goal. And if I don't reply it just looks like I'm avoiding something (which is not true).

I'm very transparent, I always try and entertain people who disagree first. But when it gets into personal attacks or leading questions/disinformation rather than substance then I don't engage.

It's a little sad though when people I've interacted with end up caring more about engagement over relationships down the road.

5. People missing the nuance

- I share ideas pretty often and I always maintain I don't want people to copytrade or blindly follow, which is why I haven't set up any copytrading apps.

Before it was just posting with a few $RDDT friends on ideas like $AXTI, $NBIS, or $ALAB, and people were more knowledgeable traders.

Then seeing if markets validate my guesses like with InP substrate bottlenecks.

But because many turned out directionally right, to the point it became a central talking point between China/US trade relations, lot of random folks started to follow my account last few months.

But many of them miss nuances with float dilution, or material updates along the way such as rate hikes, and I get blamed if a thesis changes.

Now since there's so many random people, even if I share an idea about $CBRS last Friday.

At market open I had people panicking over a 2% drop, asking me if I did something to a $44B+ company, even if it went up 20%+ today.

Now I have compliance review for posts, which delays things a lot but makes sure people don't get the wrong idea. And I have to be careful about my timing, so I post new ideas when markets close.

Before, it was just sharing ideas the moment I had them during lunch or in the shower, so this is becoming a headache.

6. I post my core ideas for free. And I've always said this from the start.

I actually made my subscribers chat literally by accident, and set the bare minimum amount on purpose since I didn't want to take people's money. But kept it so I could avoid the bots and not spam the main timeline with random thoughts/scrapped research.

I think me becoming the #1 most subscribed to person on X was literally by accident.

But lot of weird narratives out there when media or others don't believe that I just genuinely want to share my ideas for free.

And that people shouldn't need to pay $300 in a paywalled community to see them.

_

Not sure if people want to read it all, but just some things I've gone through.

It's not as much fun at higher numbers and it would be nice to go back to when I was smaller.

Regardless, I'd rather not turn this into a job, or make it feel like one.

Will probably take a break when I hit 1M as a milestone and do something else that will help out the community like sharing my research pipelines and such.

Think a lot of my friends at 10-50K follower counts, seem to experience some of these issues too. But problems get magnified a lot at this level.

I never needed the X creator fees or anything, just wanted to share ideas for fun if people wanted to listen.

And didn't expect any popularity, but it's nice to see that people find my ideas compelling.

[StockWhale @thestockwhale]

JPMorgan JUST upgraded the DRONE sector to overweight. They said that, “drone companies are benefiting from the growth in defense spending opportunities."

If you want to become a multi-millionaire in 3 years, make sure you buy these drone stocks:

1. Ondas $ONDS
2. Kratos Defense $KTOS
3. Unusual Machines $UMAC
4. AeroVironment $AVAV

All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.

[Tyler Carter @Alaa34554263]

THE MARKET LOVES CHASING RESULTS.
I'm more curious about 16,078 hectares before the next chapter even starts for NREDF.

$MARA #NOLIMIT #TejRan $COIN

[Nur rizki rilanda @nur_rilanda]

I’M LONG $NRED BECAUSE THE LAST BIG MOVE SHOWED WHAT THIS TICKER CAN DO.

2,000%+ type torque from the lows once.

That is enough for me to watch the next cycle closely.

The setup has a real macro story behind it now.

China took 55.4% of Canada’s copper ore and concentrate exports in 2025.

Those exports jumped +73.3% YoY to C$3.47B.

The U.S. and Japan are both moving toward Canada for critical-minerals supply.

Canada has 67 critical-minerals projects requiring $72.4B by 2034.

That is why I want early Canadian copper exposure.

NovaRed Mining Inc. $NRED / $NREDF brings Wilmac Copper-Gold in BC, 16,078 hectares near Copper Mountain.

MetalCore adds 2.7M+ mineral data records and 1.4M+ geochemical samples.

I bought.

I’m long.

BUY THE DIP.

Waiting for the next 2,000% style move.

This is my take, but not financial advice. You’re the one in the driver’s seat!

$NOW $TSLA $AAPL

[NoLimit @NoLimitGains]

BREAKING: Samsung, SK Hynix, and Micron just got sued for allegedly engineering the global memory chip shortage.

[Serenity @aleabitoreddit]

Just some notes on $POET AGM and read through on optical markets:

- "The top three laser suppliers control 68% of the market, and they’re completely sold out for the next two years"

$LITE CEO said into 2028, so POET implicitly confirms laser shortage is going into 2029 now.

- NRE with a new customer, building on POET’s interposer for high-power external light source.

This is high confidence $SIVE as laser supplier given the Sept 29, 2025 PR on ELS, and new customer qualification would be material for revenue if it goes into volume ramp.

- Poet expects Lumilens commercial agreement to scale to over $500 million over the next 5 years.

Lumilens claimed a top-3 hyperscaler was their initial customer (Linkedin OSINT)

- $830M cash on hand on balance sheet (this is more for Poet fundamentals).

- "The entire optical components industry today is facing a severe shortage of critical components."

Reaffirming what we know already regarding optical bottlenecks.

- "Production ramp in the second half of 2026 this year."

Just production timelines H2.

In terms of $POET volumes:
- existing capacity around 1 million optical engines per year
- projected demand exiting 2027 around 1 million optical engines per month
- roughly 10x capacity expansion

I don't own Poet, but if management delivers on these projections it directionally looks very positive.

However something to note is that unlike other suppliers that have named hyperscaler customers to to back up capacity revenues like $AAOI: $POET seems more questionable.

But this does look like a very positive outlook for $POET if they match projections.

[Shay Boloor @StockSavvyShay]

Here are the current 2030 revenue estimates for companies capitalizing on compute capacity as the AI overflow layer

• $CRWV ~$66.9B revenue w/ 68% EBITDA margins
• $NBIS ~$39.7B revenue w/ 90% EBITDA margins
• $IREN ~$10.9B revenue w/ 74% EBITDA margins
• $WULF ~$4.3B revenue w/ 70% EBITDA margins
• $DOCN ~$3.1B revenue w/ 63% EBITDA margins
• $CIFR ~$1.5B revenue w/ 31% EBITDA margins
• $APLD ~$521M revenue w/ 48% EBITDA margins