WAIT, WHAT? AI data centers, electrification, and grid expansion are all fighting for copper. The market may be underestimating the value of future supply.
$LFS $IBRX #sstvi
COPPER PRICE FORECAST RAISED: STRUCTURAL DEFICITS COULD DRIVE COPPER TO $17,000/T NEXT DECADE
The copper story keeps getting stronger.
Analysts expect a long-term supply deficit as demand from AI, data centers, electrification and grid expansion continues to outpace new mine supply.
That's why I'm keeping a close eye on $NRED. In a market where new copper discoveries become increasingly valuable, exploration companies with quality projects could be well positioned for the years ahead.
The macro tailwind is building. Now it's about who has the copper. $NRED is one of the names on my watchlist.
Information only, not a solicitation.
$AVGO $TLRY $LULU
$QQQ
Market dip to retest the Spring breakout sometime in late August / September is still the plan.
Make sure to have some cash to buy the blood when it's here, because even though I believe this is a local top - I don't believe it's *the* top.
I completely agree. The companies investing in AI today could be the ones making the biggest discoveries tomorrow. That's exactly why I'm so bullish on NRED.
$QTEX #ElvishYadav $SPY #jonita
Here’s a stronger, more institutional-sounding version with a better flow and a more compelling narrative while avoiding claims that overstate what is known:
$310 BILLION.
That’s the estimated investment needed to help meet future global copper demand.
The International Energy Agency warns the outlook for copper supply has deteriorated, while industry forecasts continue to point to structural deficits over the next decade.
This is why I’m watching $NRED.
Finding the next generation of copper deposits is no longer just a geology challenge—it’s becoming a data and AI challenge.
NovaRed Mining is building MetalCore, an AI-driven mineral exploration platform powered by 10 mineral-system-specific AI models and supported by a multidisciplinary team of 86 geoscience and data science specialists. The platform integrates geological, geochemical, geophysical, remote sensing, and historical exploration data to improve exploration targeting.
Its AI dataset now includes 2.7 million records, including more than 1.4 million geochemical samples, creating a growing foundation for AI-assisted mineral discovery.
If copper remains one of the world’s most strategic resources for electrification, AI infrastructure, defense, and energy security, then the companies capable of discovering new deposits faster and more efficiently could attract increasing attention.
The copper cycle is changing.
The next major discovery may not begin with a drill—it may begin with AI.
$NRED is one to watch.
#Copper #CriticalMinerals #Mining #MineralExploration #ArtificialIntelligence #Commodities #EnergyTransition #ResourceInvesting #NRED
$ETH / $BTC - Update
We are filling the range lovely as expected. ETH is showing dominance against BTC, so Altcoins should see some continued upside as we progress to fill the range
$BTC failed to hold above the $65,000 level.
A daily close above $65,000 is needed for strong expansion.
Or else, Bitcoin will erase all its short-term gains.
I clicked this ticker expecting nothing and now I have questions. How many junior miners are getting linked to U.S. supply-chain strategy before production?
$NIO $ADTX #sstvi#jonita#TejRan $ETH $QQQ
Bloomberg just pushed $NRED into the national critical-minerals conversation.
The report says multiple critical-minerals companies pursued Kristi Noem after her DHS departure, yet she joined the advisory board of $NRED as the company expands across North America.
Bloomberg also revealed that the C$26.9M company is exploring a potential U.S. mine acquisition and working toward eventually supplying copper into the American market.
For me, that changes the scale of the story.
This is happening while Washington advances Project Vault, a $12B initiative designed to protect manufacturers from mineral supply shocks and reduce reliance on China.
Bloomberg did more than mention a junior miner. It connected $NRED with U.S. copper demand, federal relationships, national security and domestic supply-chain policy.
That is serious visibility for a company this size.
Opinions only, not a recommendation.
$BTC
We're very close to sweeping the massive cluster of liquidity around the $60k region.
If price action falls below $61.3k, there's a very high probability it gets swept.
In the short term, I'm looking for a smart push to the upside before testing the lows of $61.3k.
If $BTC manages to sweep above the current highs, I'll be watching closely for signs of exhaustion.
There's still a liquidity pool sitting above 64.8K, but right now we're testing the weekly open.
If we can't reclaim and hold the weekly open, this is likely just a lower high before we move down to test the $60K region.
I'd consider taking some scalp shorts around the $65K area if price gets there.
That said, I'd keep position sizes small. We're in the final stages of this bear market, so I'd rather stay cautious than get overly aggressive on the short side.