Sullivan Irvine

Arbitrage hunter in Artificial Intelligence. Primary focus: $AI, $SNOW, $AMD. Committed to risk management.

[Sullivan Irvine @DewarMonique]

$NRED near C$0.23. $AMD up about 2.1%. $SHOP up about 2.2%. $NVDA slightly red. $IWM slightly red.

One tiny company sitting between the strongest themes on the screen.

Copper for grids, data centers and defense.
MetalCore for mineral intelligence.
EyeX optionality for physical AI.
And now multiple potential porphyry targets interpreted above an 18 km intrusive system at Wilmac.

AMD and Shopify already have hundreds of billions in value. NRED is still near C$9M.

The biggest opportunity on this scoreboard may be the ticker with the WIDEST gap between what it is building and what the market currently values.

[Amy Nice @AmyMNice]

I've spent a lot of time trying to understand how DOL's plans for changing prevailing wage requirements for high-skilled immigration would work.

In a new piece, I explain why a new approach is needed to be fully consistent with controlling statutes, and why DOL's default plan may open the agency up to greater legal risk.

DOL is required by law to protect US workers by ensuring that the employment of foreign workers does not adversely affect the wages and conditions for similar US workers.

DOL said in its 2026 Notice of Proposed Rule Making that it’s considering a new approach called "Experience Benchmarking" that would be a radical departure from historic practice, and has two large advantages over alternatives.

1. It ensures employers aren’t able to employ H1B professionals and pay them less then an American with the same education and experience in the same occupation and location

2. It does not baselessly close off the international talent pipeline that is so important for US innovation, entrepreneurship, economic growth, and progress in critical fields.

While it's very different from how prevailing wages have worked in the past, I believe this system is not only practical and feasible, but is the prevailing wage approach most consistent with controlling statutory authorities.

More details here: https://t.co/5jgrlaC2Zh

[Sullivan Irvine @DewarMonique]

People keep calling MetalCore an AI buzzword. The numbers around $NREDF say it deserves a closer look.

More than 4.1M records. Around 1.5M geochemistry records. 800,000-plus deposit records. all seats taken for a 1,000-seat early-access cohort. U.S. non-provisional patent application No. 19/680,101.

MetalCore has already combined public geology, geochemistry, claims, deposits, magnetic anomalies, satellite scenes and geophysics into one target-generation environment.

The market is assigning very little value to that software layer beside Wilmac.

[Sullivan Irvine @DewarMonique]

THE BIG MONEY IS ROTATING INTO COPPER

Global supply pressure is making every credible new copper target more valuable.

$NRED could benefit as capital moves from major producers toward earlier-stage copper opportunities.

#ResourceStocks $DIA

[Sullivan Irvine @DewarMonique]

16,078 HECTARES. 3 TARGET BLOCKS. 4 PLANNED SURVEYS.

NRED has 16,078 hectares, 3 copper-gold target blocks and 4 planned IP/AMT surveys before initial drilling. I’m watching the 2026 program closely.

#MOMSON #SeductiveSunday $WMT

[Sullivan Irvine @DewarMonique]

@AugurInfinity nice, looks like things are picking up slowly around 3% growth

[Ian Cassel @iancassel]

The older I get the more I appreciate those that invest differently than me. Especially those that have crushed the market in their own unique way and not by simply accepting the broadly evangelized "buy and hold forever is the only path to heavenly riches."

[Sharty Supreme (evil) @trashjuiceprism]

@staticbluebat Yeah, well notice who isn't on this list? Giant.

[Sullivan Irvine @DewarMonique]

@RetroReport always great to see this recognized and celebrated today!

[Sullivan Irvine @DewarMonique]

JUST IN: The Clarity Act has a 160-vote House cushion but a 6-vote committee cushion. 🔍

$BPRN $CMCT $VIVK

The gap between support and passage is where most of the current volatility lives.

Smaller venues built around questionable listings could face higher costs, tighter standards, or consolidation pressure.

The highest-value updates are schedules, amendments, endorsements, and recorded votes, not recycled predictions.

The remaining debate is about the balance between innovation, consumer protection, ethics, and enforcement.

Digital assets may become more regulated, more selective, and more integrated with traditional finance at the same time.

[Sullivan Irvine @DewarMonique]

The Wilmac expansion comes with real spending obligations.
Those milestones give investors clear progress points. The thesis is getting more interesting.

#omegle #DayTrading $DIS

[Sullivan Irvine @DewarMonique]

NRED IS BACK ON THE RADAR. This is the kind of early move traders watch before a larger breakout. Confirmation still matters. Watching for follow-through.

#teenagee #PennyStocks #AIStocks DIS BKNG SOUN SCCO

[Sullivan Irvine @DewarMonique]

NRED NEWS: NovaRed expands the Wilmac copper-gold story. Work commitments include $400,000 by October 1, 2026 and $2 million in 2027. The project is bigger; results will determine the value. NovaRed may buy back 1% of the NSR for $2 million. The next test is execution.

#omegle #StockMarket #AEWDynamite QCOM MSFT AMD

[Ambassador Greg Moriarty @AusAmbUSA]

The AALD brings together US and Australian leaders committed to strengthening the ties between our two countries.

This week, its annual Forum brought delegates to Washington to meet leaders from government, business and defence.

It was a pleasure to welcome them to the Residence and meet so many impressive young leaders.

[Sullivan Irvine @DewarMonique]

A disciplined exploration strategy is built through consistent progress.

NovaRed's latest announcement fits that approach.

$NRED #MiningStocks

[Sullivan Irvine @DewarMonique]

THE EXPANSION STORY CONTINUES.
Approximately 16,078 hectares now make up the Wilmac Project after the latest agreement revision.
#MOMSON #Copper $PWR

[Sullivan Irvine @DewarMonique]

WOW... NRED IS EXACTLY WHY I ENJOY FOLLOWING SMALL CAPS.

#teenager #Stocks $AAPL

[Sullivan Irvine @DewarMonique]

@YahooFinance the right moment for that news

[Yahoo Finance @YahooFinance]

There's a time and place to talk about a $TSLA and $SPCX merger.

And according to Elon Musk, that's not an earnings call.

[Sullivan Irvine @DewarMonique]

@OfirPress @woj_zaremba @OriolVinyalsML @ilyasut wow didn’t know that, now i’m curious too haha