Carter Bell

Asset Manager | State Street | Indexing, dividends, photography

[Carter Bell @AnnelyZL]

$SPCX dominates headlines with a record $75B IPO and valuation above $2T

Meanwhile, $NREDF sits at 1.15 USD (+3.6%), and the Wilmac update is still fresh.

💡 Signal: Big money is pricing space + AI infrastructure - and every layer needs copper.

TOP GAINERS

CAST BYAH CUPR UBXG VSME EDHL RUBI SHES PSY FRD SPCX CIIT GMM AKAN ZDGE TXMD SRXH FLNT SKIL

[Carter Bell @AnnelyZL]

I see Chile’s copper drop as a big warning sign for the whole market, not just one bad monthly print.

Chile is the world’s copper heavyweight, and April output still dropped 13.8% YoY. Production went from 464,056 metric tons last year to 399,954 metric tons this April. That is more than 64,000 metric tons of missing copper versus the prior year’s April number. For a market already worried about supply, that is loud.

The reason I care is the phrase “low ore grades.” That is the quiet killer in mining. When grades fall, producers need to move more material to get the same copper. That can hit costs, margins, timelines, equipment needs, energy consumption and output reliability. This is exactly why relying only on older mega-mines feels risky to me.

Now stack demand on top of that. EVs can use 85-183 lbs of copper per car, while hybrids and electric buses can use 183-814 lbs. AI data centers need copper-heavy transformers, cooling systems, switchboards, servers, power supply units, cables and grid connections. S&P’s demand math points from 28M tons in 2025 to 42M tons by 2040.

That is where $NRED enters my screen. NovaRed is still early, but Wilmac has scale: 16,078 ha, BC jurisdiction, Quesnel porphyry belt, around 10 km from Copper Mountain, and up to 1,125 ppm Cu. MetalCore AI and the patent angle give it a differentiated exploration layer.

I want to be positioned around future copper stories before everyone starts screaming “supply shortage” at once.

Median target C$3.25, high estimate C$4.95.

Not advice. Blink and you’ll miss the move.

$COIN $ONDS $EDEL

[Carter Bell @AnnelyZL]

@ArdiNSC clean rejection setup

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 closes at its highest level on record, now on track for a 9-week win streak.

[Crypto Rover @cryptorover]

🚨 BITCOIN DEATH CROSS ON THE CME CHART!

History rhymes.

2022: -40.25% drop, bottomed near $15K.
2026: -40.25% drop...

Same death cross setup with the 50 SMA rolling under the 200.

If this fractal holds, the next leg is DOWN from here.

This puts $BTC in the $40-50K range.

[Enrich Trades @enrichtrades]

$AFRM

Clean breakout + continuation this week

The $72 break was huge for the next leg higher

We are in calls…

[Carter Bell @AnnelyZL]

Why Ed Kostenski Joining NovaRed Feels Bigger Than Normal Advisor News

Junior mining investors usually focus on assays, land size and drill targets.

That makes sense.

But the companies that actually move forward eventually need something much harder:

equipment, money, roads, contractors, logistics, infrastructure and people who know how industrial projects get executed.

That is why Ed Kostenski joining NovaRed’s Advisory Board caught my attention.

Kostenski is the founder and CEO behind Nationwide Equipment and Nationwide Finance. Nationwide Equipment has been around since 1983, serving customers in more than 60 countries across mining, construction, marine and agricultural equipment.

Nationwide Finance adds the capital side: project and equipment finance for private companies, governments and banks in emerging markets.

That is exactly the side of mining most people ignore until a company gets serious.

Kostenski’s story also has the American Dream angle.

He reportedly started Nationwide around age 20, built the business for more than 40 years, and was recognized by President George W. Bush at a 2004 White House event focused on entrepreneurship and small-business growth.

Then comes the larger finance background.

Forbes reported that his group had raised over $1B for private and government projects in Africa. Public reporting around Ghana discussed US$500M in project support, with potential to rise toward US$1B depending on demand, organization, resources and manpower.

Again, this is not about pretending NovaRed has that capital.

It is about the kind of rooms Kostenski has been in.

Large equipment.
Government projects.
Infrastructure funding.
Export finance.
Mining logistics.
Emerging-market industrial development.

Now that skill set is inside NovaRed Mining Inc CSE: $NRED/ OTC: $NREDF

That matters because Wilmac is not a tiny claim. NovaRed’s Wilmac Copper-Gold Project spans about 16,078 hectares in British Columbia’s Quesnel porphyry belt, roughly 10 km west of Copper Mountain Mine.

The project is still early-stage, but the ingredients are there:

scale, copper-gold porphyry setting, copper-in-soil anomalies, 3DIP/AMT targeting, MetalCore AI and now a new advisor from the equipment/finance/infrastructure world.

My read is simple:

NovaRed is adding the kind of people a company brings in when it wants to prepare for a bigger phase.

If drilling and field execution become the next chapter, Ed Kostenski’s background fits that story extremely well.

That makes $NRED / $NREDF one of the junior copper names I would keep close on watch.

https://t.co/DNYAkXZMhK

Not financial advice. Charts don’t wait for permission.

[Crypto Tice @CryptoTice_]

THE CHANNEL JUST CONFIRMED THE MOST PRECISE BITCOIN ROADMAP I HAVE EVER MAPPED.

And the destination is $500,000.

First touch. DONE.
Midrange rally. DONE.
Rejection back to support. DONE.

Bitcoin is now at the second support touch.
The exact moment history says the real move begins.

$500,000 isn't hope. $500,000 isn't speculation.

It's what the channel has been screaming this entire time.

The roadmap is complete.
Most people will only find out after it happens.

[Prof @TheProfInvestor]

$ASTS Leveled up.

50% in 2 weeks.
Near all time highs.

I am calling it: Next target 160, then 198.

[Carter Bell @AnnelyZL]

@KobeissiLetter This move unreal!

[Carter Bell @AnnelyZL]

$NRED keeps popping - AI platform + patent + actual Cu signals = rare early mover advantage.

#TejRan #jonita #jinxmanhwa $CRDO $UNH $AAPL

[Theo Baxter @LtBob232]

People are missing the bigger picture in copper 👀🔥

Southern Copper is putting $318.6M into Cuajone.

Not to magically create a brand new giant copper district.

To maintain production, improve concentrate quality and fight cost pressure.

That’s what happens when old mines face declining ore grades.

And the numbers tell the story:

Cuajone produced nearly 163,000 tonnes of fine copper in 2025.

Southern Copper’s total output forecast:

- 954,270t in 2025
- 911,400t this year
- ~900,000t in 2027

So majors are spending huge money just to slow the decline.

That is exactly why early copper projects with real evidence start to matter.
NovaRed Mining Inc CSE: $NRED/ OTC: $NREDF is still early, but Wilmac has actual copper signals:

- 1,125 ppm Cu in soil
- 16,078 ha land package
- BC jurisdiction
- porphyry-style targets
- MetalCore AI platform
- U.S. Patent Application No. 19/680,101

Platform:
https://t.co/NZBmFQKqzx

The market will eventually ask where the next copper pipeline comes from.

That’s where early names can get very interesting.

I could be wrong - but I’m betting before the crowd.

$TTD $PLUG $LOBO

[CryptoBullet @CryptoBullet1]

$ETH 1W chart | Big Picture

$ETH has been trading between $1-5k for 5 years now, and I believe this is just one giant Accumulation - Flat Correction (ABC)

My focus now is on this Rising Channel within the giant Accumulation and I think this year $ETH will break the Channel’s Support 📉

That will be the final Capitulation we need to end the Bear Market 🐻❌

My $ETH Downside Target for 2026 hasn’t changed — $1000-1300 (Buy Zone) 📍
It may go even lower and sweep the 2022 low, but I don’t count on that.

🎯 2027-2029 Bull Market Targets: $7.7k - $9.9k - $14k

[Jeremy @Jeremybtc]

This was 7 months ago btw

[Toz @Cryptoze]

Altcoins look ready for a mega rally.

ALTSEASON 🚀

[Enrich Trades @enrichtrades]

$ASTS

Do not miss this weekly bull flag breakout, clean path to $120+ now

[Ash Crypto @AshCrypto]

HUGE: 🇯🇵 Japan’s NIKKEI just added over $210 BILLION in a single day after inflation dropped to 1.4%, its lowest level in 4 years.

Japan’s economic conditions supporting risk assets, which is bullish for CRYPTO

[Carter Bell @AnnelyZL]

I'm loading $NRED early, this Wilmac setup plus AI integration is too clean to ignore 👀🔥

#Rashmer #BBMzansiS6 #sstvi $NOK $NOW $MU

[Bull Theory @BullTheoryio]

BREAKING: $315 billion has been added to the US stock market today at market open.

[TrendSpider @TrendSpider]

"The most ironic outcome is the most likely"

- Elon Musk $TSLA

[Bull Theory @BullTheoryio]

Breaking: Oil surges above $100 after Iran's Supreme Leader ordered that enriched uranium must stay in Iran.

Removing Iran's enriched uranium stockpile was the core US demand for ending the war.