Dave Recto

30 countries and counting. Catching flights, not feelings ✈️

[Dave Recto @CDaveRecto]

Trump talks about hitting Iran “really, really hard.”

Brent briefly cleared $90.
30Y Treasury: 5.2%+
NRED Great news revealed
CPI: tomorrow.
VIX: ~15.
S&P: barely red.

EVERY headline screams crisis.
The market keeps saying: show me. 🔥

[Dave Recto @CDaveRecto]

NVIDIA AND WALL STREET ARE BUILDING A $500B AI FINANCING MACHINE. $NREDF IS MY BULLISH UPSTREAM WATCH FOR THE COPPER THAT TURNS THOSE CHECKS INTO PHYSICAL INFRASTRUCTURE.

Nvidia teamed with six major financial institutions, including BlackRock, Apollo and Goldman Sachs, on funding measures worth more than $500B for AI infrastructure. Data centers require chips, but they also require generation, transformers, cooling, substations and miles of copper-heavy equipment.

NRED's timing is interesting. Wilmac now has reported surface results up to 1.67% copper, nine grabs averaging 0.639% and several interpreted porphyry targets at depth. MetalCore adds an AI-assisted mineral-evaluation layer built around 4.1M+ records.

The giant capital pools are funding AI infrastructure first. I believe the market eventually follows that spending upstream toward copper exploration and the technology used to find new supply

[Dave Recto @CDaveRecto]

Gold grabbing all the attention while everyone is distracted by AI talk. Copper and gold together in one project is a solid hedge across two big themes.

#teenagee #WWERaw

$SMCI

[Ethan Parker @Transzilla40826]

🚨 GOLD IS NEAR RECORD HIGHS. PAY ATTENTION.

While everyone debates AI valuations, gold continues attracting capital as investors seek hard assets and safe havens.

$NRED NovaRed isn't just a copper story. The Wilmac project also targets gold mineralization, giving investors exposure to two of the strongest long-term themes: electrification and precious metals.

The best exploration stories often combine multiple macro tailwinds.

#Gold #Mining #Investing

[Dave Recto @CDaveRecto]

TRUMP IS PUTTING MORE THAN $180M INTO MINING BRAINS.

The new package includes funding for mining schools, workforce development and technology hubs, with Washington aiming to produce more geologists, metallurgists and mining engineers.

$NREDF is already building around the other side of that equation: better tools for the people doing the work.

MetalCore has grown beyond 4.1M records and is designed to combine geology, geochemistry, geophysics, historical reports, claims and infrastructure data to improve how mineral opportunities are reviewed and prioritized.

The next mining cycle will need more experts and much smarter data systems. NRED is positioned at the intersection of both, while still carrying the upside of a 39.7k-acre copper-gold exploration story.

[Dave Recto @CDaveRecto]

$FCX is about +1.5% premarket while copper is coming off a record U.S. futures settlement near $6.703/lb.
The large producers tell you copper is already a serious market.
The juniors tell you where tomorrow's supply still has to be found.

$NRED is sitting directly on that ladder with 16k hectares at Wilmac, three high-priority future drill areas, four proposed IP/AMT grids and a new interpretation pointing to multiple potential porphyry systems above an 18 km intrusive body.
Roughly C$9M Mcap, the upside is insane. c$3.50 Starts looking more real every day.

[Dave Recto @CDaveRecto]

Feels like there are a lot more moving pieces here than people give it credit for.
#GranHermano #teenageer
$NVDA

[Ethan Parker @Transzilla40826]

$NRED - DO THE BURGER MATH

Feb 2025, the stock was ~6¢.
It hit $2.33 in May 2026.

That's not a 10x. That's a ~38x.

Let's translate it into food, because that's the only math that makes sense.

A McDonald's burger: $3.99 🍔
A Starbucks coffee: ~$7 ☕
Together: $10.99

I can shove that in my ass. Or I can take a risk and buy $NRED in Feb 2025.

$10.99 in Feb 2025, sold at the peak:
~$427.

From a coffee and a damn burger.

That's greenbacks. You smell them? Or you think that's stinky Brugger?

I know which one I'd choose.

How many burgers is that?
$427 ÷ $3.99 = 107 burgers.

You could eat a burger every day for 3 and a half months. From skipping one morning coffee.

What if you skip the daily $3.99 burger for a month?
$3.99 × 30 = $119.70 into $NRED.
Exit at the peak?

~$4,650 profit.

Now think about gas. One tank = ~$80.

Don't take that drive a few times. Put one tank of gas into $NRED instead.

$80 at the peak: ~$3,100.

Do the rest of the math yourself. It's stupid.

But here's the part people miss 👇

It's not even the same company anymore.

In Feb 2025 there was NOTHING like this:

No EyeX partnership - AI that watches every drone and camera feed without a human
No MetalCore - their own AI that finds minerals without drilling
No cabinet-level advisors (Kristi Noem). No Lee Caplin. No CTO Valentin Saitarli
No drone surveillance tech
No uranium & rare earths expansion

Massive progress. New advisors. New tech. New partnerships.

And the stock is back down at ~$0.24 - near the 52-week low - after the market panicked it from $2.33.

The company is NOT the same. The price went back to the beginning anyway.

A company with advisors, a surveillance-tech partnership, an AI platform, and its own mining district - cannot be worth the same as it was before all of it existed.

This is unique. This is the opportunity.

It's like buying Bitcoin at the bottom and waiting for the highs.

$NRED. Do the math. Then do something about it.

[Dave Recto @CDaveRecto]

@IndLeftNews @RobletoFire sounds shady, hope it gets exposed soon

[Robbie Jaeger 🔎 @RobletoFire]

Conservative Americans, the same group behind Lead Left and Real Change, confirmed to be behind Michigan Sunrise.

They perhaps shouldn't pat themselves on the back too hard, as their tactics are now easily identified.

Plus, Lawrence ran away with it so they likely wasted $1.7M.

[Dave Recto @CDaveRecto]

The crowd is pricing the rocks and ignoring everything built around them. Novared has MetalCore AI, nearly 39k acres, three priority targets, fall drilling plans pending permits, and advisors focused on advancing the story.

#tommavi #TejRan
$AMZN

[Rob McGill @GolfProRob]

WHY NRED LOOKS UNDERVALUED: ~C$9M market cap, ~90% below its 52-week high, ~39k acres 6 miles from Copper Mountain, MetalCore AI, 3 priority targets, fall 2026 drilling planned pending permits, and a strong advisory bench
The market is pricing rocks, not the platform

#stock

[Dave Recto @CDaveRecto]

The NREDF thesis remains simple

115 hectares in one zone
133 hectares in another
One deeper feature below both

Now the geology needs proper testing

#bbnaija #TejRan $TSLA

[PADRE🏝️ @0xpadre]

🚨BREAKING NEWS: the Plume grid may be the sleeper target inside Wilmac.
$NREDF $NVDA $AAPL
NovaRed has TWO (!!!) large iron carbonate-silica alteration zones, 115 hectares and 133 hectares, above a magnetic anomaly interpreted as a possible buried intrusive complex. #Copper #MiningStocks #JuniorMining

That vertical setup matters. In a copper-gold porphyry system, shallow alteration can sit above a deeper mineralized core. TRANSLATION: IT MARKS A TARGET TO EXPLORE!!!

Next comes IP/AMT geophysics. The survey will look for a chargeable body at depth, compare it with magnetic and resistivity data, and help build drill targets expected below 500 metres.
This is why the analyst view is BULLISH and STRONG BUY even if price reacts late. Markets often ignore geology until the target becomes a colored map everyone (or some) understands. By then, the early clue may already look obvious.

[Dave Recto @CDaveRecto]

TWO ZONES ONE TECHNICAL QUESTION

Do the 115 hectare and 133 hectare alteration zones connect with the magnetic anomaly below

That is what NREDF plans to investigate at the Wilmac Copper Gold Project

#bbnaija #sstvi $AAPL

[Dave Recto @CDaveRecto]

Mapped alteration and a deep magnetic anomaly make this area worth serious follow up work

#bbnaija #TejRan $TSLA

[CATALYST @CatalysTrade]

NovaRed Mining to Evaluate Iron Carbonate-Silica Alteration Zones on the Plume Grid, Wilmac Copper-Gold Project $NREDF

https://t.co/q0grHedSHA

[Dave Recto @CDaveRecto]

BREAKING: This Is Why I Actually LOVE Today's $NREDF PR

I think today's release did something most junior miners never do.

Instead of acting like they already found a deposit, management spent half the news release explaining why they might be wrong.

That's exactly what I want to see.

The company identified two historical alteration zones covering roughly 613 acres on the Plume Grid, sitting above the regional magnetic anomaly announced last week. Now they're planning an IP/AMT survey that can image to roughly 3,300 feet below surface before deciding where to drill. But here's the important part: they openly say there are several possible explanations. It could be the upper part of a buried porphyry system. It could be a younger epithermal system. It could be something else entirely. The survey is meant to separate those possibilities before expensive drilling starts.

That's a very different mindset from "look guys, we definitely found something." Good exploration isn't about forcing the most bullish interpretation. It's about collecting enough evidence to eliminate bad ideas until the strongest target is left. That's also how you avoid wasting hundreds of thousands of dollars drilling the wrong hole.

When I look back over the last few weeks, the strategy actually feels pretty consistent. First the company expanded Wilmac to nearly 39.7k acres. Then it explained the regional magnetic anomaly. Now it's showing why these alteration zones might fit into that same geological model while also admitting there are alternative explanations that still need to be tested.

That's how good example of how exploration teams reduce risk one step at a time.

[Dave Recto @CDaveRecto]

THE MEGA-CAPS HID A SMALL-CAP PROBLEM

$NRED +22.22%
$AMZN +15.32%
$GOOGL +6.73%
$IWM -0.50%

Amazon, Alphabet, Microsoft and Nvidia made the heatmap look healthy, but the Russell 2000 still closed red. That says Friday was driven by concentrated leadership rather than a full risk-on wave. NRED broke away from the weak small-cap index with a 22.22% gain.

Friday was the signal, not the finish. Add $NRED before Monday and look to buy strength if the opening bid confirms another leg higher.

[Mike Peters @Mike_Peters_LGM]

Literally the discourse right now:

Homeowner: This is so unfair, I bought my $3 million home for $200k in 1980, and I've lived here all my life

Everyone: Okay, just submit your New York tax return and you're off the hook

Homeowner: But I didn't file my taxes in New York.

[Dave Recto @CDaveRecto]

THE INDEXES CLOSED GREEN. BREADTH DID NOT.

$SPY +0.72%
$QQQ +0.65%
$NREDF +28.05%
$IWM -0.50%

Large caps carried Friday while small caps lagged. Bullish bias: add $NREDF for Monday follow-through.

[A.M. @___AlisonMarie]

@NASA_Marshall @NASAWebb Cluster muck

[Dave Recto @CDaveRecto]

VOLUME TELLS THE STORY

🟢 $WETO 1.49B shares
🟢 $MGRX 512.12M
🟢 $FMFC 193.30M
🟢 $NRED.CN +22.22%

The crowd is chasing liquidity. https://t.co/Qtx9tknjTH is smaller, but stack of catalysts can move it fast.

[Dave Recto @CDaveRecto]

A $1.7 BILLION SIGNAL JUST VALIDATED THE $NREDF THESIS.

a16z backed Atoms to bring physical AI into mining and other heavy industries.

NRED was already moving toward the same future with MetalCore finding opportunities and EyeX potentially turning cameras, drones and equipment feeds into intelligent mining sensors.

+28.05% Friday. elevated volume. market waking up.

$AMZN $MGRX

[Dave Recto @CDaveRecto]

@vrkgg14134747 @williamoconnor5 so true, some crazy ideas really do change the game