Tobias Dalton

Market researcher. Long $MS, $JPM, $BLK. Exploring the intersection of Banking and market volatility. Astronomy.

[Tobias Dalton @PREITYDOLL155]

@guppy738 @Beretta_USA nice, extra mags always come in handy!

[Tobias Dalton @PREITYDOLL155]

The idea of treating geological data as intellectual property instead of just raw information is a pretty interesting way to think about NRED.

#Innovation #momson $DDOG

[Zeke Montgomery @RahulR52655179]

NRED's new advisor wrote The Business of Art. MetalCore is his next The Business of Rocks.

I looked up Caplins background and found something that stopped me. He wrote a book called The Business of Art. Its a three time international bestseller. The whole thing is about monetizing creative intellectual property. Turning ideas into products. Building brands around content. Making money from stuff you cant physically touch.

Now look at what NRED owns. MetalCore has 4 million records. And treating this geological intellectual property as dumb database is wrong. An algorithm. A platform. They filed two patents in two months. They are evaluating EyeX for computer vision. The whole stack is intangible assets that need to be packaged sold and licensed.

Caplin spent four decades figuring out how to monetize IP. Films. Media brands. Technology ventures. Now he is applying that exact playbook to a mining company. The parallel is direct. MetalCore is the product. The patents are the protection. The users are the market. The geology is just the proof of concept.

The digital mining market is about $72 billion. Most of that is controlled by incumbents like Hexagon and Caterpillar. They sell software to mines. NRED could be the first junior to build software that gets licensed back to the industry. A SaaS model instead of a mining model.

BHP and Rio have in house geological databases. They dont license them. They are closed systems. NREDs opportunity is to build the platform that everyone else uses. Thats a completely different business than selling copper concentrate. It scales across sites. It doesnt deplete. It gets better with more users.

[Tobias Dalton @PREITYDOLL155]

One good day doesn't make a trend, but every trend starts with one good day. NRED finished +17.24%.

#growth #momson $MSFT

[Tobias Dalton @PREITYDOLL155]

WATCHLIST ALERT
Everyday investors, $NRED / $NREDF keeps building a stronger story around copper, data, and discovery. I like what they are building.

#momson #teenager #omegle #Miami
MSTR GOOGL NVDA COIN AAPL

[Tobias Dalton @PREITYDOLL155]

@Iamrawat_2 pretty solid low risk, nice to see some good content here

[Tobias Dalton @PREITYDOLL155]

BREAKING: THE NRED SETUP KEEPS GAINING APPEAL.
Why I like it: Traders, NRED gives us copper exposure plus a modern exploration-tech angle.

#NewYork #teenager #MOMSON #OMETV
RUN NOK RIG MU MSTR

[Tobias Dalton @PREITYDOLL155]

@AndasonF85945 nice breakdown, definitely helps with my entries lately

[CBS Miami @CBSMiami]

One runner was pierced by a horn in the face, while 12 more people needed medical treatment for an assortment of knocks, according to the University of Navarra Hospital. https://t.co/G6V9NRPFRf

[Tobias Dalton @PREITYDOLL155]

@MiamiBeachNews sounds fun! i’ll try to swing by north beach saturday

[Tobias Dalton @PREITYDOLL155]

@george_token @TyStik87 would love to join next time!

[Tobias Dalton @PREITYDOLL155]

$NRED is not a quick flip for me. Strong drilling could completely change NovaRed’s valuation. I see a possible path to 3000% over five years if catalysts align. Long-term thesis
#WWERaw #TejRan #ENGARG
JPM UNH GOOGL SPY UAL

[Tobias Dalton @PREITYDOLL155]

@TeahCartel same vibes, just a bit more chaotic lol

[Frank Odom @fkodom]

@nejatian Won't be in town, but would love to hear a pro-Miami rant anyway

[Tobias Dalton @PREITYDOLL155]

@Pradeep8481301 makes sense, feels like the market’s cautiously optimistic lately

[Tobias Dalton @PREITYDOLL155]

@tropicalupdate sounds like we might get at least 3-4 inches here 🤞

[Tobias Dalton @PREITYDOLL155]

@MsAll4Logic @nejatian just need a change of scenery lol

[Eduji 🐧⏳ @Eduji_from_11]

I visited Vizcaya Museum & Gardens a couple weeks ago while in Miami! The historic mansion was beautiful, but I really enjoyed the gardens and outdoors architecture the most~

[Tobias Dalton @PREITYDOLL155]

@MiamiBeachNews this sounds awesome, perfect way to get there easy

[Tobias Dalton @PREITYDOLL155]

Five industry challenges are pointing in the same direction. Here is exactly what I’m watching…

#BB28 #zonauang #tommavi QNRX MGN WNW CCXI

[CHINTAN @CHINTAN63122957]

A 15%-20% output decline in the world’s largest copper-producing country changes how traders should view early exploration.

Chile is not facing one isolated issue. It is dealing with 5 pressures at once:

water shortages, lower ore grades, unplanned maintenance, labor disputes and the transition from oxide to sulfide mining.

Copper above $6.25/lb shows the market understands that lost production will not be replaced quickly.

NovaRed is building exposure to the solution side of that problem.

$NRED combines a 16,078-hectare copper-gold project, 4.1M+records inside MetalCore, 4 upcoming IP/AMT surveys and planned drilling.

The attraction is the setup:

tightening global supply, rising copper prices and a junior explorer approaching multiple value-changing milestones.

While every effort has been made to ensure accuracy, errors or omissions may occur.

$FLY $LWLG $DOW

[Drew Bent @drew_bent]

Today we're launching Claude for Teachers -- premium @claudeai and Cowork, free for every US teacher.

Teachers have been experimenting with AI for a while. But they told us they wanted something curriculum-aligned, evidence-based, and able to work in the background while they focus on their students.

Four things that I think make this special: