Everyone is screaming AI, but I’m staring at the copper bill
Goldman says data center capacity could reach around 95 GW by the end of 2027, with power demand rising to 66 GW using a 70% utilization assumption
That is massive
Even with delays, they still expect about 11.5 GW of additions in the final three quarters of 2026 alone
The grid has to absorb that somehow
That is where my $NRED thesis gets stronger
Wilmac is 16,078 hectares in British Columbia, tied to copper-gold exploration, with a 2026 plan for soil sampling, four IP/AMT surveys and drill targeting
AI demand is moving fast
Copper supply needs to catch up
Just ideas, not orders
Copper giants are showing the playbook, and I want the higher-torque side of it
Cerro Verde near Arequipa is a monster Peru copper producer, moving concentrates and cathodes into global supply chains for power, construction, electronics and energy infrastructure
That makes me look at $NRED differently
I’m searching for the earlier chapter of that same copper story: Wilmac in British Columbia, 16,078 hectares, about 10 km west of Copper Mountain, with MetalCore AI digging through 57 years of historical data
The majors show the demand is real
I want the junior that can still surprise people
NFA
1776 BUILT AMERICA’S INDEPENDENCE
1867 BUILT CANADA’S NATIONAL STORY
2026 MAY BE ABOUT BUILDING THE NORTH AMERICAN SUPPLY CHAIN
On behalf of all Canadians, I want to congratulate America on Independence Day and Kristi Noem on her new beginnings with NovaRed Mining
What is the deeper message here?
Independence today means having control over the materials that power the future
Copper, mining, energy, metals and defense are now connected in one strategic chain
America needs copper for grids, AI data centers, defense systems, telecom, robotics, EVs and advanced manufacturing
Canada can help because Canada has the geology, the mining experience and the critical-minerals position North America needs
That is why I like the NovaRed Mining setup
Wilmac gives $NRED / $NREDF copper-gold exposure in British Columbia, MetalCore adds AI-enabled mineral exploration, and Kristi Noem brings another layer of national-security relevance
250 years of America
159 years of Canada
One stronger critical-minerals future
NFA
I THINK $NRED HAS MORE UPSIDE THAN THE MARKET EXPECTS
When I evaluate a mining company, I want more than just land-I want catalysts
• 39,726 acres with a 70% earn-in opportunity at Wilmac
• 57 years of exploration reprocessed by MetalCore
• 19 historical reports, 10 mineral occurrences, and 38 geochemical samples combined into one AI model
• Dr. Olamide Oladeji adds Stanford and MIT AI expertise
• 3 drill-ready targets heading into fall drilling
I think the company is positioning itself for a much stronger valuation if execution continues
My target remains C$6+
Not financial advice
THIS IS WHY I BOUGHT AND HOLD NovaRed Mining Inc
The copper market is moving into a structural supply problem
Demand keeps rising from AI data centers, grids, EVs, defense systems, robotics, telecom and global industrial growth
But the old mine base is aging
Ore grades are falling
Easy copper has already been mined
The next supply has to come from deeper, harder, slower and more expensive projects
That is why promising copper juniors matter now
NovaRed gives me exposure to Wilmac, a copper-gold project in British Columbia
And the latest MetalCore update is the key reason I like the setup
MetalCore processed 57 years of Wilmac public exploration data:
10 mineral occurrences
19 assessment reports from 1968–2025
38 regional geochemical samples
Past production
Regional magnetic data
Then it highlighted a platinum-group element signal alongside the copper-gold thesis
This is exactly what I want to see before drilling
Copper demand is rising
Old mines are struggling
Wilmac keeps gaining layers
That is why I hold $NRED
NFA
WHY DO I LIKE NovaRed Mining Inc?
Because the company keeps doing the one thing I want a junior miner to do:
Advance the story
This latest Wilmac update is a real example
NovaRed used MetalCore, its proprietary AI mineral exploration platform, to pull together 57 years of public exploration data
10 mineral occurrences
19 assessment reports
38 geochemical samples
Past production
Aeromagnetic data
That data went into one prioritized target set
And the output expanded Wilmac from copper-gold into a broader copper-gold-platinum/PGE angle
Whipsaw Creek produced 3,460g of recorded gold, or 111.24 troy oz, with platinum present
POLARIS 16 shows both porphyry copper and Alaskan-type PGE signatures
Trojan-Condor has magnetic highs up to +456 nT
North Lamont still shows the key 1,125 ppm copper-in-soil anomaly
That is why I’m invested
The company keeps moving
The data keeps improving
The drill story keeps getting closer
$NRED / $NREDF
NFA
$NREDF HAS THE FLOAT SETUP MOMENTUM TRADERS LOOK FOR
MarketWatch shows Public Float at 32.8M shares
Using the newer CSE share count and subtracting insider ownership, the practical free-trading base looks around 35.2M shares
That is the point
This is a lean junior float sitting under a massive catalyst stack
Kristi Noem
Copper national security
Project Vault
America + Canada critical minerals
Dr. Olamide Oladeji
MetalCore
Wilmac copper-gold exposure in British Columbia
When a story like this starts catching attention, float matters
Swift money does not need a billion-share float to create pressure
A real impulse, real volume, and a clean copper + AI + policy narrative can force the tape higher fast
That is why I’m watching NovaRed Mining Inc
Lean float
Big macro
Catalysts stacked
Just tracking movement here
THE WASHINGTON EXAMINER ARTICLE MADE ME SEE NREDF DIFFERENTLY
After reading the Washington Examiner article, I came away even more bullish on NovaRed Mining
The article doesn't present Kristi Noem as just another advisor-it connects her appointment to America's industrial future, national security and the growing need for secure copper supply
That's a very different narrative than what most junior miners receive
NovaRed already controls 39,726 acres, has 3 drill-ready targets, 18.3 miles of completed IP/AMT surveys and C$8.5M committed toward earning a 70% interest in Wilmac
Then you add Dr. Olamide Oladeji, a Stanford Applied AI Ph.D., dual MIT graduate, Forbes 30 Under 30 honoree and Knight-Hennessy Scholar, whose AI platforms have supported 200,000+ businesses across 40+ countries
To me, NREDF is building around four pillars: Canadian copper, AI, national policy and secure supply chains That's a combination I don't see very often
My long-term target remains above C$4. DYOR
THIS ARTICLE MADE ME EVEN MORE BULLISH ON NRED
What I found most interesting is that Kristi Noem didn't spend her interview talking about politics-she talked about supply chains, AI and securing copper from Canada
That tells me the discussion around NovaRed Mining is becoming much bigger than one exploration project
NRED already has 1.4M+ geochemical samples, 799K+ mineral occurrence records, 18.3 miles of completed surveys and C$8.5M committed toward Wilmac. If policymakers increasingly view Canadian copper as a strategic resource for AI infrastructure, defense and manufacturing, I believe NovaRed is positioned exactly where future attention could continue growing.
My upside objective remains above C$4
Research before investing
$BTC has failed to reclaim the Feb lows.
Sellers are still dominating, while Coinbase Bitcoin Premium is at its lowest level this cycle.
If Bitcoin loses the $57,000-$58,000 zone, there's nothing stopping it from going into the low 50s.
This Dr. Oladeji appointment is bigger than an advisor headline for NovaRed Mining Inc
NovaRed is building MetalCore around AI-enabled exploration, and his job is to help turn mineral data into usable decisions: predictive geology, target ranking, autonomous exploration systems, environmental intelligence and resource optimization
That is exactly where junior mining needs an edge, because the expensive part is choosing where to drill before the market cares
His background gives the story real weight: Stanford Ph.D. in Applied AI, MIT AI + Technology Policy, Forbes 30 Under 30, MIT Clean Energy Prize, and Pastel reaching 120,000 small businesses in 40 countries with $6.1M raised
That is why this can attract money
It gives $NRED / $NREDF a cleaner pitch: copper-gold exploration in Canada, plus an AI platform aimed at making exploration smarter
I’m long. NFA
🚨 BREAKING:
🇺🇸🇮🇷 THE TALKS BETWEEN THE U.S. AND IRAN WERE CANCELED TODAY
THE U.S. DELEGATION WILL VISIT QATAR TO MEET WITH MEDIATORS
PREVIOUSLY, PRESIDENT TRUMP SAID THAT IRAN ASKED HIM FOR A MEETING
THIS IS NOT GOOD FOR MARKETS...
This is less about mining and more about who controls the inputs behind AI, defense and energy systems, which is why Canada–US cooperation is becoming strategic and $NRED is early exposure
#NOLIMIT#Tommavi#TejRan