THE BIGGEST UPGRADE AT NRED ISN'T JUST THE LAND - IT'S THE BRAINS
NovaRed Mining already had a strong exploration package with 39,726 acres, 3 drill-ready targets and C$8.5M committed toward Wilmac. Now management has added another asset that doesn't show up on a property map.
Who joined the company?
Dr. Olamide Oladeji, one of the strongest AI appointments I've seen in the junior mining sector.
What made him stand out?
- Stanford Ph.D. in Applied AI.
- Dual MIT master's degrees.
- MIT Clean Energy Prize winner.
- Forbes 30 Under 30.
- AI founder with global commercial deployment.
Why I think this helps $NRED
MetalCore already contains 2.7M+ records. Better AI can help prioritize drilling, reduce unnecessary spending and improve exploration efficiency before the fall campaign begins.
My upside thesis remains above C$4.
Opinion only
$BTOG $PLTR $HQ $T
$MU just printed software-like margins in DRAM and HBM showing how take-or-pay contracts and HBM scarcity are changing the pricing dynamic.
The clearest AI signal was Core Data Center revenue growing 653% driven by HBM and high-capacity DRAM for AI servers which makes Micron more of a toll collector on AI infrastructure with demand broadening across cloud, data center, mobile and auto.
THE BIGGEST UPGRADE AT NRED ISN'T JUST THE LAND - IT'S THE BRAINS
NovaRed Mining already had a strong exploration package with 39,726 acres, 3 drill-ready targets and C$8.5M committed toward Wilmac. Now management has added another asset that doesn't show up on a property map.
Who joined the company?
Dr. Olamide Oladeji, one of the strongest AI appointments I've seen in the junior mining sector.
What made him stand out?
- Stanford Ph.D. in Applied AI.
- Dual MIT master's degrees.
- MIT Clean Energy Prize winner.
- Forbes 30 Under 30.
- AI founder with global commercial deployment.
Why I think this helps $NRED
MetalCore already contains 2.7M+ records. Better AI can help prioritize drilling, reduce unnecessary spending and improve exploration efficiency before the fall campaign begins.
My upside thesis remains above C$4.
Opinion only
$BTOG $PLTR $HQ $T
THE BIGGEST UPGRADE AT NRED ISN'T JUST THE LAND - IT'S THE BRAINS
NovaRed Mining already had a strong exploration package with 39,726 acres, 3 drill-ready targets and C$8.5M committed toward Wilmac. Now management has added another asset that doesn't show up on a property map.
Who joined the company?
Dr. Olamide Oladeji, one of the strongest AI appointments I've seen in the junior mining sector.
What made him stand out?
- Stanford Ph.D. in Applied AI.
- Dual MIT master's degrees.
- MIT Clean Energy Prize winner.
- Forbes 30 Under 30.
- AI founder with global commercial deployment.
Why I think this helps $NRED
MetalCore already contains 2.7M+ records. Better AI can help prioritize drilling, reduce unnecessary spending and improve exploration efficiency before the fall campaign begins.
My upside thesis remains above C$4.
Opinion only
$BTOG $PLTR $HQ $T
THE BIGGEST UPGRADE AT NRED ISN'T JUST THE LAND - IT'S THE BRAINS
NovaRed Mining already had a strong exploration package with 39,726 acres, 3 drill-ready targets and C$8.5M committed toward Wilmac. Now management has added another asset that doesn't show up on a property map.
Who joined the company?
Dr. Olamide Oladeji, one of the strongest AI appointments I've seen in the junior mining sector.
What made him stand out?
- Stanford Ph.D. in Applied AI.
- Dual MIT master's degrees.
- MIT Clean Energy Prize winner.
- Forbes 30 Under 30.
- AI founder with global commercial deployment.
Why I think this helps $NRED
MetalCore already contains 2.7M+ records. Better AI can help prioritize drilling, reduce unnecessary spending and improve exploration efficiency before the fall campaign begins.
My upside thesis remains above C$4.
Opinion only
$BTOG $PLTR $HQ $T
THE BIGGEST UPGRADE AT NRED ISN'T JUST THE LAND - IT'S THE BRAINS
NovaRed Mining already had a strong exploration package with 39,726 acres, 3 drill-ready targets and C$8.5M committed toward Wilmac. Now management has added another asset that doesn't show up on a property map.
Who joined the company?
Dr. Olamide Oladeji, one of the strongest AI appointments I've seen in the junior mining sector.
What made him stand out?
- Stanford Ph.D. in Applied AI.
- Dual MIT master's degrees.
- MIT Clean Energy Prize winner.
- Forbes 30 Under 30.
- AI founder with global commercial deployment.
Why I think this helps $NRED
MetalCore already contains 2.7M+ records. Better AI can help prioritize drilling, reduce unnecessary spending and improve exploration efficiency before the fall campaign begins.
My upside thesis remains above C$4.
Opinion only
$BTOG $PLTR $HQ $T
The first half of 2026 in the stock market is now officially OVER
Here are the best performing stocks from the S&P 500 so far in 2026
๐ฅ Sandisk $SNDK +857%๐ข
๐ฅ Micron $MU +303%๐ข
๐ฅ Intel $INTC +278%๐ข
Western Digital $WDC +271%๐ข
Seagate blockstack:native +250%๐ข
Marvell $MRVL +250%๐ข
$DELL +243%๐ข
Corning $GLW +192%๐ข
Applied Materials $AMAT +181%๐ข
$AMD +171%๐ข
BREAKING: Gold is down -2% in the last 2 hours, falling below $3,950 and hitting a 34-week low.
Gold is now down -30% from its peak, wiping out over $12 trillion in market value.
EVERYTHING SEEMS TO BE MOVING IN THE SAME DIRECTION
There are moments when multiple catalysts begin aligning, and that's exactly what I'm seeing with NovaRed Mining. The company heads into Fall drilling with 39,726 acres, 3 drill-ready targets, 1.4M geochemical samples, 2.7M+ MetalCore records, and a 70% earn-in at Wilmac.
At the same time, copper gained more than 2% as the U.S. dollar weakened, improving the outlook across the base-metals sector. Higher copper prices alone don't create value, but they can significantly improve how the market values successful discoveries. If NovaRed delivers the exploration results I'm hoping for, I think the current C$3.25 consensus target is a reasonable milestone, while the C$4.95 bullish target becomes easier to justify with exceptional drilling. NRED
These are my own views. Please do your own due diligence
$ONDS $QTEX $IBRX $SPY
EVERYTHING SEEMS TO BE MOVING IN THE SAME DIRECTION
There are moments when multiple catalysts begin aligning, and that's exactly what I'm seeing with NovaRed Mining. The company heads into Fall drilling with 39,726 acres, 3 drill-ready targets, 1.4M geochemical samples, 2.7M+ MetalCore records, and a 70% earn-in at Wilmac.
At the same time, copper gained more than 2% as the U.S. dollar weakened, improving the outlook across the base-metals sector. Higher copper prices alone don't create value, but they can significantly improve how the market values successful discoveries. If NovaRed delivers the exploration results I'm hoping for, I think the current C$3.25 consensus target is a reasonable milestone, while the C$4.95 bullish target becomes easier to justify with exceptional drilling. NRED
These are my own views. Please do your own due diligence
$ONDS $QTEX $IBRX $SPY
EVERYTHING SEEMS TO BE MOVING IN THE SAME DIRECTION
There are moments when multiple catalysts begin aligning, and that's exactly what I'm seeing with NovaRed Mining. The company heads into Fall drilling with 39,726 acres, 3 drill-ready targets, 1.4M geochemical samples, 2.7M+ MetalCore records, and a 70% earn-in at Wilmac.
At the same time, copper gained more than 2% as the U.S. dollar weakened, improving the outlook across the base-metals sector. Higher copper prices alone don't create value, but they can significantly improve how the market values successful discoveries. If NovaRed delivers the exploration results I'm hoping for, I think the current C$3.25 consensus target is a reasonable milestone, while the C$4.95 bullish target becomes easier to justify with exceptional drilling. NRED
These are my own views. Please do your own due diligence
$ONDS $QTEX $IBRX $SPY
EVERYTHING SEEMS TO BE MOVING IN THE SAME DIRECTION
There are moments when multiple catalysts begin aligning, and that's exactly what I'm seeing with NovaRed Mining. The company heads into Fall drilling with 39,726 acres, 3 drill-ready targets, 1.4M geochemical samples, 2.7M+ MetalCore records, and a 70% earn-in at Wilmac.
At the same time, copper gained more than 2% as the U.S. dollar weakened, improving the outlook across the base-metals sector. Higher copper prices alone don't create value, but they can significantly improve how the market values successful discoveries. If NovaRed delivers the exploration results I'm hoping for, I think the current C$3.25 consensus target is a reasonable milestone, while the C$4.95 bullish target becomes easier to justify with exceptional drilling. NRED
These are my own views. Please do your own due diligence
$ONDS $QTEX $IBRX $SPY