When supply chains become geopolitical, exploration assets stop being cyclical and start becoming strategic, and NRED fits that transition
#TejRan#Tommavi#NOLIMIT
+73.3% WAS THE SPIKE. 2018 WAS THE SPARK
Canada’s copper warning starts with China’s scrap reset
In 2017–2018, China’s National Sword policy restricted low-grade scrap and foreign waste imports
That pushed China toward cleaner copper ore and concentrates from global mines
By 2018–2020, China crossed the 60%+ share of global copper ore and concentrate imports
Today, China imports around 60% of global copper ore and produces over 45% of refined copper
Canada is now directly inside that funnel
In 2025, Canadian copper ores and concentrates exports to China hit C$3.47B
Growth: +73.3% YoY
China’s share reached 55.4%
That is why Canada + United States need to build more of the copper chain at home: mining, smelting, refining, processing and offtake
This is the backdrop making BC copper projects more strategic
NovaRed Mining $NRED / $NREDF fits that theme through Wilmac Copper-Gold in British Columbia, 16,078 ha near Copper Mountain, with 2026 exploration work moving toward drilling
Not a call
The market is still underestimating how serious US critical minerals policy is getting and NRED is early exposure to that shift
#Tommavi#Rashmer#NOLIMIT
I DON'T THINK THE MARKET IS CONNECTING THE DOTS YET
I read today's news about the U.S. expanding critical minerals processing onto Army bases, and my attention immediately shifted to NovaRed Mining Inc
If America wants to secure its own supply chain, it won't be enough to build processing plants
It also needs new copper discoveries
NovaRed Mining already controls 39,726 acres, has 3 drill-ready targets, committed C$8.5M toward earning a 70% interest in the Wilmac Project and built an AI platform with 2.7M+ geological records
That's what makes $NRED different for me
It isn't just exploring-it already has scale, funding and multiple catalysts ahead
Consensus target: C$3.25 | Bullish target: C$4.95
I'm keeping this one on my radar
NVIDIA CEO Jensen Huang said the “ChatGPT moment for general robotics” is coming.
The biggest winners may not be the robot makers.
They may be the companies building what’s inside the robot.
Robotics ecosystem:
• AI Brains → $NVDA $QCOM
• Sensors & Perception → $OUST $CGNX $ALGM $VPG
• Edge AI Inference → $AMBA $CEVA $LSCC
• Motors & Motion → $NJDCY $RBC $RRX $AME
• Precision Joints → 6324.T 6481.T $ALNT
• Power Electronics → $NVTS $TXN $WOLF $RNECY $IFNNY $STM $MPWR $ON
• Energy & Rare Earths → $ENS $MP $USAR $LYSCF $UUUU
If you’re interested in Physical AI and robotics, I shared my top 5 robotics stocks and a deeper dive here:
https://t.co/2QLIbzo8Zi
A WEAKER DOLLAR JUST ADDED FUEL TO THE COPPER RALLY
Today's market sent another bullish signal for copper The U.S. dollar weakened while LME copper climbed more than 2%, leading a broad rally across base metals
A softer dollar generally makes commodities cheaper for international buyers, increasing demand and improving sentiment across the mining sector
That's one of the reasons I'm paying attention to NovaRed Mining right now
$NRED is approaching Fall 2026 drilling with 39,726 acres, a 70% earn-in at Wilmac, 3 drill-ready targets, 1.4M geochemical samples, and 2.7M+ MetalCore records
If copper continues strengthening while NovaRed delivers positive drill results, I think the company could attract much more market attention
My medium-term focus remains around the C$3.25 consensus target, with C$4.95 representing the bullish scenario if drilling significantly exceeds expectations
Personal opinion only. Always do your own research
$MSFT Michael burry just bought microsoft LEAPS expiring december 2028 with a $700 strike while $MSFT trades at $352.
He said $350 is where he’d buy the stock outright (the same level i have been mentioning as big test), but chose LEAPS instead, calling them “inexpensive” relative to his outlook.
$NOW, $MSFT, and $PLTR software stocks are getting ready for a buy soon.
They are quickly entering my buy-zone.
1. ServiceNow $NOW - one more marginal low would create a beautiful weekly BULLISH divergence for a great buy.
2. Microsoft $MSFT - head and shoulders top measured move BUY zone is where I'll be buying huge on Microsoft
3. Palantir $PLTR - weekly 200 moving average is where I'll be buying BIG for Palantir
All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.
This is becoming a bigger supply chain story, not just mining, and NRED is early exposure to North America trying to secure copper and other critical metals
#NOLIMIT#Tommavi#Rashmer AAPL SOFI MU NOK BB
THE COPPER TRADE IS GETTING LOUDER AT THE SAME TIME CANADA AND AMERICA ARE MOVING AGAINST CHINA DEPENDENCE
Overnight metals were strong: LME copper +2.22%, LME aluminum +2.26%, LME tin +1.31%, SHFE copper +0.90%. The U.S.
Dollar Index slipped 0.11% to 101.46, which adds fuel to the hard-asset setup
Now zoom out
Canada has 67 critical-minerals projects proposed, planned, or under construction
The capital need is massive: $72.4B by 2034
That is the scale required to build real mineral independence
The pressure point is obvious.
China controls roughly 90% of refined rare-earth production, around 70% of rare-earth mining output, and about half of global rare-earth reserves.
The West needs secure supply, and Canada plus America are the natural industrial partnership
Canada brings geology and projects.
America brings capital, buyers, AI demand, defense demand, and industrial scale
That is why companies like NovaRed Mining deserve attention
$NRED / $NREDF sits in the copper and critical-minerals lane at the exact moment this sector is moving from market theme to national strategy
I track it
Long post, but some thoughts on what happened in the market today…
Today was a particularly weird storm of price action because the logic going into the open was as follows:
- $MU crushed, saved the AI trade
- AI stocks should go higher due to MU proving its not cyclical, this should help the broader market get a lift
Instead, what we got right before the open…
- $AAPL announces massive price hikes and effectively uses MU earnings to be like, “See! It’s not us, but if memory gets 86% margins, then we have to raise prices!”
- This happens right after the hottest PCE in 3 years is reported, even with oil (the biggest proponent of inflation the past few months) still coming down
- Microsoft then joins the party and raises prices across all XBOX products, once again citing memory costs
Market then proceeds to take a nasty dip in every sector…except Memory.
I think what is happening here will be studied for a long time. The hyperscalers, the companies that are RESPONSIBLE for $MU and $SNDK being multibaggers, are getting destroyed because…well they can’t buy back stock, they can’t get FCF positive, and they don’t have memory’s pricing power.
In fact, this is what Melius Research came out today and said:
“Why bother owning a hyperscaler who can't buy back stock any time soon? Micron can start buying over $25B/quarter in stock during CY27. Memory will go down as THE BOTTLENECK of ALL BOTTLENECKS for this AI era. MU said that current conditions last after calendar 2027, basically guaranteeing buybacks of epic proportions, especially next calendar year.”
We are at the point where the sell-side is saying that owning the best companies in the world makes no sense when you can own the bottleneck of all bottlenecks.
Here’s the thing: I don’t know if Melius is actually wrong.
My gut tells me that 86% gross margins will not last forever, but as long as the hyperscalers are willing to pay, then the structural logic for market participants comes down to a simple question: why own the companies paying the capex over the companies benefiting from it?
The problem is obvious: if memory inflation continues to be intense, it will affect every part of the market. From automotive to datacenters to PCs. $NVDA gets to have a tax because it’s building very IP-heavy products. Will the market allow something like memory, that is not IP-heavy, to force consumers globally to pay significantly more for the products? Also, do the memory makers even care because as long as they control supply, they can control pricing?
I’d imagine the big tech companies either lower capex to stop paying the cost, keep paying the cost, or try to innovate. They likely won’t lower capex and will most likely continue paying the cost, so there probably are some elements of them trying to focus on innovating in this area…but if there won’t be any menaingful cutoff in capex, the memory story continues.
The market fell today because higher inflation means more of a chance for rate hikes. I mean, NVDA went below 200 as MU hit all time highs. NVDA’s suppliers are more valuable than NVDA’s biggest customers. As a result, it’s creating a type of AI-flation that basically led the market to sell off everything else.
Not sure how this plays out, retail continues to buy the dip and today’s red probably gets bought…especially as earnings continue to grow…but we are in a new paradigm for how this market gives a premium to a stock and if you have pricing power over a component that matters to build AI vs being a companies that actually uses AI, you get a premium.
COPPER INFLATION IS STARTING TO SHOW UP IN THE REAL WORLD
Electrical suppliers are already talking about new June pricing
Fencing and treated timber are exposed too, because copper-based preservatives are used in products like fence posts, lumber and utility poles
That means copper is not just a chart for traders
Copper is a cost input across the economy
AI data centers need it
Grid upgrades need it
Electrical equipment needs it
Construction needs it
Defense needs it
If the base material gets tighter, finished products can move much harder because every layer adds processing, labor, logistics and margin
That is how money starts evaporating through inflation
S&P Global sees copper demand rising 50% by 2040
That is why I’m watching $NRED / $NREDF after the dip
C$1.48
+1,044% 1Y chart
970 soil samples
4 IP/AMT surveys
Fall 2026 drill window
Copper is not hype
Copper is the input before the markup
I stay watching #Mining
WHY LOCATION MAY BECOME NRED'S BIGGEST ADVANTAGE
NovaRed Mining isn't just exploring for copper-it is doing it in one of the most strategically important jurisdictions in North America
Canada produced approximately 514,582 tonnes of copper concentrate in 2024, and 56% of those exports already flow directly to the United States, compared with only 19% going to China
As AI data centers, power-grid upgrades and EV production continue increasing copper demand, the U.S. will need stable and nearby sources of supply NovaRed enters that environment with 39,726 acres, a 70% earn-in opportunity at Wilmac, 3 priority drill-ready targets, and drilling expected this fall
If those drill programs validate the geological model, I believe NRED could become increasingly relevant in a market searching for new North American copper projects, supporting my long-term C$10 outlook
Please do your own due diligence before investing
#Mining
$MU PT raised to $2,000 from $1,175 at Barclays
$MU PT raised to $2,200 from $1,100 at Melius
$MU PT raised to $1,540 from $550 at JPMorgan
$MU PT raised to $1,600 from $600 at KeyBanc
$MU PT raised to $1,525 from $1,220 at Wells Fargo
$MU PT raised to $1,280 from $550 at Baird
$MU PT raised to $1,100 from $900 at Goldman Sachs
$MU PT raised to $1,500 from $1,200 at Rosenblatt
$MU PT raised to $1,600 from $1,500 at TD Cowen
If copper really moves into a structural shortage phase driven by AI, grids and industrial demand, the entire copper ecosystem expands - and early-stage exposure like NRED tends to react first when capital rotates
#NOLIMIT#TejRan#Tommavi#Mining#WeLoveElon NOK AAPL SOFI TECH SPCX
COPPER INFLATION IS STARTING TO SHOW UP IN THE REAL WORLD
Electrical suppliers are already talking about new June pricing
Fencing and treated timber are exposed too, because copper-based preservatives are used in products like fence posts, lumber and utility poles
That means copper is not just a chart for traders
Copper is a cost input across the economy
AI data centers need it
Grid upgrades need it
Electrical equipment needs it
Construction needs it
Defense needs it
If the base material gets tighter, finished products can move much harder because every layer adds processing, labor, logistics and margin
That is how money starts evaporating through inflation
S&P Global sees copper demand rising 50% by 2040
That is why I’m watching $NRED / $NREDF after the dip
C$1.48
+1,044% 1Y chart
970 soil samples
4 IP/AMT surveys
Fall 2026 drill window
Copper is not hype
Copper is the input before the markup
I stay watching #Mining
🚨 THIS IS NOT NORMAL
Look at the chart. Gold dumping. Silver dumping.
Both rolling over at the exact same moment - **2026**, the year a 150-year-old cycle map marked as *"high prices, time to sell."*
Everyone's screaming "collapse." They're wrong. This isn't the system dying it's capital *moving,* right on schedule.
Here's what most people miss: in a liquidity crunch, the *safe* stuff sells first. Not because it failed because it's what funds *can* sell to cover margin calls. Gold and silver get used as ATMs. Dumped at any price.
We've seen this movie:
→ 2008 - silver cut nearly in half mid-crisis… then gold ran to records.
→ 2020 - everything red in one week, metals included… then they exploded to new highs.
The pattern never changes: **first liquidation, then rotation.** Capital doesn't vanish - it moves to wherever the rules change next. And the same chart points the arrow down to **2032–2039**: the cycle's "time to *buy*" window.
So ask the real question - when trust in banks fades and currencies get diluted to save the system, where does the money go?
Not into paper. Not into anything that can be frozen, seized, or printed.
Gold *used* to be the only exit. But gold is heavy, centralized, sitting in vaults run by the same institutions now under stress. **Bitcoin isn't.** No issuer. No counterparty. No permission.
That's why it gets sold hardest in the panic - and bought hardest once liquidity stabilizes.
The crash of old finance isn't bearish for the exit asset. It's the entire reason it exists.
The rotation won't be gradual. It never is. One moment it's "just another risk asset." The next, it's the only neutral one left standing - and by then the move is already done.
Don't follow narratives. Follow liquidity.
I've called every major top and bottom for 10+ years. When I make my next move, it goes here first.
Follow and turn notifications on. A lot of people are going to wish they'd listened sooner.
LOW FLOAT + SWIFT MONEY WATCH ON $NREDF
Price is sitting around $1.04 with green tape and only 6.27K volume
That is the setup
Small cap
Light volume
Clean reclaim levels
Any real volume can become impulse here
C$1.46 is the current base area
C$1.50 is the first reclaim
C$1.55 confirms buyer pressure
C$1.65 starts momentum
C$1.75–C$1.80 opens expansion
C$1.97–C$2.00 is the breakout door
This is the kind of chart where the tape can change fast once swift money starts hitting the ask
$NRED / $NREDF
NFA
Solana is reaching a decision point.
$SOL is trapped inside a massive symmetrical wedge as volatility compresses toward the apex.
Price continues to struggle below the 200 EMA near $74 while MACD is printing bearish divergence and losing momentum.
Compression creates expansion and Solana is running out of room.
The average person sees a more expensive phone
I see copper demand
The market sees a small junior miner
I see $NRED stacking AI data, advisors, BC copper-gold land and a potential drill catalyst
By 2040, these are the stories people may wish they studied earlier
It's official:
Crypto has now erased more than HALF of its value in just 8 months.
On October 6th, 2025, the total market cap of crypto hit a record $4.3 trillion.
Today, 261 days later, crypto is worth just $2.0 trillion, marking a -54% decline in value.
This means crypto markets have erased an average of -$8.8 billion PER DAY for 261 days straight.
Crypto is in desperate need of a new narrative.
Former DHS Secretary Kristi Noem Now Joined on NovaRed Mining Advisory Board by Katie Zacharia, Truth Social Senior Communications Advisor, National Media Commentator, Fix California General Counsel and Former DHS Spokeswoman
$PLTR $CRWD $NET $ZS