Matthew Moore

Patterns beat panic 🔍🚫 — $AAPL • $MSFT • $TSLA

[Matthew Moore @MONOAR5]

Copper's the quiet AI play nobody prices in yet. Supply peaking right as demand rips is a nasty setup.

#bb28

$JPM $QCOM

[Jason Miller @DigLazurusDig]

Copper is turning into one of the biggest resource stories of the AI era

S&P Global projects global copper demand to rise from about 28M metric tons in 2025 to roughly 42M tons by 2040, a 50% increase. At the same time, mined supply is expected to peak around 2030 and then decline, potentially leaving a supply gap of about 10M tons by 2040.

Why? Grid expansion, EVs, renewable power, AI data centers and defense are all increasing copper demand at the same time.

That is where the $NRED story gets interesting.

NRED recently shifted its strategy toward MetalCore AI, mining robotics and autonomous technologies designed for mineral exploration and mining. Instead of relying on one property, the company is trying to build technology that can help identify, evaluate and prioritize mineral opportunities more efficiently.

If the world needs substantially more copper and critical minerals, technologies that help miners find and evaluate new resources faster could become increasingly important.

Copper shortage + AI-driven exploration + mining robotics is the bigger theme behind $NRED

[Matthew Moore @MONOAR5]

$NRED been quietly building, this reset could be the spark. Watching close.

#teenageee

$RIOT $ASML

[TapeReaderDP @TapeReaderDP]

$NRED is waking up fast. AI, robotics and a full strategy reset put this one firmly on my radar

$MSFT $AMZN $META $GOOGL $AMD $NFLX $AVGO

[Matthew Moore @MONOAR5]

The pivot from single-project mining to a tech-first model with $NRED is the part that stands out. Valentin Saitarli's AI and computer vision background lines up with where MetalCore AI and the robotics push are headed.

#teenageee

$PFE $FCX

[Feather Santellana @FSantellan88579]

$NRED is going through one of the biggest strategic shifts in its story

The company is moving away from a single-project mining model and putting MetalCore AI, mining robotics and automation at the center of the business

New CEO Valentin Saitarli brings deep experience in AI, computer vision and machine learning, which fits the new direction perfectly

Add the MetalCore platform, broader mining-tech applications, robotics, autonomous workflows and a leadership team now focused on technology, and the story starts to look very different

The key catalyst now is execution, but the setup is clear: AI + robotics + mining tech are becoming the core $NRED thesis

[Chris “Law Dork” Geidner @chrisgeidner]

NEW: Following the Supreme Court upholding states' transgender sports bans earlier this year, ADF is now taking its targeting of states with pro-trans sports policies to the high court — via the shadow docket in a case out of Washington. https://t.co/BVvnMOuDmy

[Matthew Moore @MONOAR5]

$0.90 acting as support is the tell. If it holds, continuation is on the table.

#BBNaija

$LMT $AI

[Jason Miller @DigLazurusDig]

$RYET pushing through $0.90, up +2.67% with the Malaysia healthcare catalyst still fresh.

Holding strength after the BioNexus/Cogni AI news.

Watching for continuation if $0.90 keeps acting like support

[Matthew Moore @MONOAR5]

The latest RYET news adds a completely different business angle. The global healthcare AI market is expanding quickly as adoption spreads. The business model gets more interesting if licensing can scale.

$TSM #teenageee #Tejran

[whaditizzz @whaditizzz]

BREAKING: $RYET just added a completely new business lane in Malaysia.

The company announced an agreement with BioNexus Gene Lab that brings Cogni AI into healthcare, moving the technology beyond education and enterprise use cases

[Matthew Moore @MONOAR5]

Clean structure here. That 20-year exclusivity is the real kicker, holding nicely into the news.

#Tejran

$CVNA $LOW

[Beans @1979ihscout]

$RYET is holding near $0.88 while traders digest today’s Malaysia healthcare news.

The BioNexus/Cogni AI agreement adds a new international vertical, with up to 20 years of exclusivity, 10% royalty economics and 560K BGLC shares at closing.

[Matthew Moore @MONOAR5]

@charlierredd @joshgondelman already got mine, can’t wait to read it!

[Matthew Moore @MONOAR5]

Healthcare just entered the story: Up to 20 years. 10% royalty economics. 560K BGLC shares at closing. That is the headline from the new Malaysia healthcare agreement. AI + healthcare is now part of the thesis. $RYET

[Matthew Moore @MONOAR5]

@ChevyTrucks love that energy, congrats to everyone nominated!

[Matthew Moore @MONOAR5]

H1 already blowing past full-year numbers, that's the kind of growth you don't ignore. $RYET worth a look.

#nolimitt

$SAIQ $IBM

[Matthew Moore @MONOAR5]

Cross-border AI with real revenue is the theme to ride. Watching $RYET on that same setup.

#stock

$OPEN $VEEA

[mak solanki @makxy34]

Designed in California. Powered by Chinese AI. Sold globally.

That model is getting real traction.

Higgsfield says it passed a $1B annualized revenue run rate, while platforms are increasingly integrating Chinese models like Seedance, Kling, MiniMax and Qwen.

That’s why I’m watching $RYET too

RYET sits in a similar cross-border theme: AI + education + commercialization, with products like YeeZo, Cogni AI and Formind aimed at turning Chinese AI capabilities into real-world deployments across multiple markets.

Different company, same bigger trend:

Chinese AI technology is increasingly being packaged, distributed and monetized globally.

[Matthew Moore @MONOAR5]

$CRWD $SQ

Your watchlist needs better context. Get market research and key company developments in one place at https://t.co/Widcr3VxPF

#DailyMarketMemo Market watch 125

[Matthew Moore @MONOAR5]

That’s the jump that matters. One print can change the whole story, now it just has to stick.

#Tejran

$GS $RDW

[Beans @1979ihscout]

What changed with $RYET isn’t just the headline - it’s the scale

H1 FY2027 revenue is expected at $9.3M-$9.5M, while the entire FY2026 produced $7.48M

That puts the next report in a completely different context

Now traders are watching whether that growth can hold

[Matthew Moore @MONOAR5]

$RYET H1 FY2027 prelim revenue $9.3M-$9.5M > full-year FY2026 $7.48M. That's a half beating a whole. Smart Campus alone $5.0M-$5.2M. 🚀

#jonita

$DE $INTC

[CATALYST @CatalysTrade]

$RYET NEWS: preliminary H1 FY2027 revenue is expected at $9.3M-$9.5M, already above FY2026 full-year revenue of $7.48M

Smart Campus alone is expected at $5.0M-$5.2M

A major scale-up to watch

https://t.co/EqiwhtywWO

[Matthew Moore @MONOAR5]

$RYET H1 FY2027 prelim revenue $9.3M-$9.5M, already above the $7.48M full-year FY2026. H1 FY2026 was ~$0.37M. Smart Campus ~$5.0-5.2M of it. Numbers unaudited, but the jump is real.

#teenageee

$RXRX $SBUX

[TradePulse @TradePulse2]

$RYET is getting easier to understand

$7.48M FY2026 revenue, +11.9% YoY, plus an ~$880K YeeZo deployment across 10 AIGC labs and 610 workstations

Now the focus is on what comes next: more paid deployments and more commercial growth

[Matthew Moore @MONOAR5]

@Perez1oj interesting shift, didn’t expect it to go that high so fast

[Matthew Moore @MONOAR5]

This is where the revenue story starts to become the main catalyst $RYET

#nolimitt #bb28 #Nifty

[TradePulse @TradePulse2]

$RYET just dropped a major revenue update

Preliminary H1 FY2027 revenue is expected at $9.3M-$9.5M

For context:
H1 FY2026: ~$0.37M
H1 FY2025: $4.11M
FY2026 full year: $7.48M
Just 6 months could now exceed the entire previous fiscal year
Preliminary, unaudited

https://t.co/f45qLeWj8I

[Matthew Moore @MONOAR5]

H6 revenue already topping all of FY26? That's not a trend, that's a step change. Watching this one.

#bb28

$MSFT $PLTR

[Jason Miller @DigLazurusDig]

$RYET just delivered a revenue update that is difficult to ignore

Preliminary H1 FY2027 revenue is expected at $9.3M-$9.5M, compared with about $0.37M in H1 FY2026 and $4.11M in H1 FY2025

Even more notable: six months of FY2027 could already exceed the company’s entire FY2026 revenue of $7.48M

Smart Campus is expected to contribute $5.0M-$5.2M

Preliminary and unaudited, but the scale-up is significant

[Matthew Moore @MONOAR5]

The next commercial win could be the real confirmation traders are waiting for

#nolimitt #teenageee #Tejran

[TradePulse @TradePulse2]

$RYET is getting easier to understand

$7.48M FY2026 revenue, +11.9% YoY, plus an ~$880K YeeZo deployment across 10 AIGC labs and 610 workstations

Now the focus is on what comes next: more paid deployments and more commercial growth