A FORMER U.S. HOMELAND SECURITY SECRETARY JUST ENTERED THE $NRED STORY.
That is a different level of advisory firepower.
NovaRed added Kristi Noem in a strategic advisory role to support its mission of acquiring and advancing critical mineral exploration opportunities through its AI-enhanced technology platform.
This is where the story gets bigger.
$NRED already had Wilmac:
16,078 hectares in British Columbia
Copper-gold porphyry exposure
Quesnel belt location
Near Copper Mountain infrastructure
Then MetalCore scaled up:
2.7M+ total records
1.4M+ geochemical samples
799K+ mineral occurrence records
583K+ mining claim records
11K+ mineral properties
Now add Noem:
Former U.S. Secretary of Homeland Security
Former South Dakota Governor
Former U.S. Congresswoman
Experience across infrastructure, energy, national security, economic development and public-private collaboration
That is the trifecta:
Wilmac = copper exposure
MetalCore = AI mineral intelligence
Noem = national-security / policy layer
Critical minerals are becoming strategic.
NovaRed Mining Inc. $NRED is building like it understands the moment.
I'm just here sharing my views. It's on you to decide if you want to act.
$MSFT $KEEL $HOOD
Absolutely incredible.
SpaceX, $SPCX, is now trading above $220/share in overnight trading.
This makes SpaceX worth nearly $2.9 TRILLION, less than $100 billion away from surpassing Microsoft.
This also puts SpaceX up +63% from its IPO price of $135/share.
Furthermore, the combined market cap of both SpaceX and Tesla is now at a record $4.4 trillion.
That’s bigger than the market cap of Apple and roughly equivalent to the market cap of Google.
To top it all off, SpaceX raised a record $85.7 billion after underwriters exercised the "greenshoe" overallotment.
Never in history has an IPO ever come remotely close to what we are seeing right now.
Truly incredible.
BREAKING: SpaceX stock, $SPCX, surges +9% in overnight trading and hits $2.7 trillion in market cap.
SpaceX has officially surpassed Amazon to become the 5th largest public company in the world.
BREAKING: SpaceX has agreed to acquire Cursor, the world's fastest growing software startup, for $60 billion in an all stock deal.
Cursor has over 1 million paying customers, more than $2 billion in annualized revenue, and is projected to hit $6 billion by end of 2026.
At $60 billion, this is the largest software acquisition in history, paying 20 to 30 times Cursor's current revenue.
The deal is subject to regulatory approval and expected to close in Q3 2026.
SpaceX now owns the rockets, the satellites, the AI models, the chips, and is about to own the tool every developer on earth uses to write code.
WHEN PROJECT SCALE STARTS TO MATTER
Something that caught my attention in the latest Wilmac update is how quickly NovaRed Mining Inc. is assembling the ingredients of a much larger copper story.
$NRED now has 16,078 hectares under control, 3 priority drill targets, historical drilling returning 1,084 ppm Cu over 3.13 metres and surface samples reaching 1.670% Cu.
These numbers matter because they help define both the size and quality of the opportunity.
The more I look at the data, the more this feels like the type of asset that could eventually attract megaIPO-level attention if exploration success continues.
With the stock near C$1.55, many traders are likely focused on C$1.80, C$2.05 and C$3.50 as the next bullish milestones.
My take on the market, do your own research.
$SMCI $FRMI $MARA
The war is at PEAK ESCALATION
The SpaceX IPO has taken an incredible amount of LIQUIDITY from the crypto market
But guess what? These are the BOTTOM signals.
Bitcoin will bounce BIGLY, and meme coins will go PARABOLIC.
The next BILLION dollar runner is already out there.
Any space IPO will need copper
Any robots will need copper
Any EvS Will need copper
Drones will need copper
Energy will need copper
While those coloaneis worth trillions
Someone already made money on them
If you want to make 1000% on mega ipos
I don’t think te going to be the case
However small opportunities ca result in high rewards
Don’t blink
DYOR
$GOOGL reportedly declined part of the U.S. government’s new $2B quantum funding package due to conditions attached to the capital.
Google believed those terms could slow its push toward building a useful quantum computer
A bottom is getting close. Survive with me.
I EXPECT a rotation back into technology and AI within the next few days for at LEAST a relief rally.
A lot of instruments are coming down to its "algo-level."
Nuclear like $CCJ, AI like $ARM, gold miners like $NEM, etc.
This algo-level is when banks/big money start to position lightly again.
I'm starting to see defensive sectors like healthcare, ex. $LLY, making bearish divergence on the daily timeframe.
A pullback in defensives will be BULLISH for technology.
We're still a few % points away, but it makes sense to start shopping SLOWLY.
What to do?
1. Markets can still come down a few % points lower. Short-term cycle is STILL bearish pressure. But you can start buying slowly into your AI names - no need to time it perfectly.
2. BALANCED portfolio. I still have exposure across AI, defensives (healthcare, utilities, and staples), and laggards like software, restaurants, and clothing apparel.
Take your TIME. You will get some RELIEF soon. 🧡
Remember, our portfolio stays STRONG during red days. And OUTPERFORMS during green days.
Hold up!
Everyone’s staring at AI, but copper is quietly becoming the backbone.
NovaRed Mining Inc., C$1.50, Wilmac 16,078 ha, plus Col. Calabrese?
Bullish energy.
$SOFI #Tommavi#StarAcademy $DEVS
AI STOCKS GOT THE FIRST WAVE.
COPPER MAY GET THE NEXT ONE.
The macro is lining up fast:
CPI: 4.2% in May
SpaceX IPO target: $75B
SpaceX $SPCX valuation talk: $1.75T
Copper demand: 28M tonnes - 42M by 2040
Copper foil electronics market: 12.5% CAGR into 2032
This is the part that gets me bullish:
AI is digital on the screen, but physical in the ground.
Data centers need power systems.
Satellites need advanced circuits.
Defense networks need secure metals.
High-speed electronics need copper foil.
Grids need copper at scale.
Now NovaRed Mining Inc. adds Colonel Mark A. Calabrese, Ret. to the Advisory Board.
Military intelligence.
Defense contracting.
Strategic risk.
Global operations.
$NRED C$1.50 / $NREDF $1.07
Wilmac gives the copper exposure.
Calabrese gives the national-security angle.
The macro gives the fuel.
Be smart - this isn’t advice, just my observations. Always do your own research.
$NVDA $GRAB $BIYA
I KEEP COMING BACK TO THE TEXAS STORY
As a trader, I'm always looking for demand signals before the broader market notices them.
NovaRed Mining Inc. CSE: $NRED / OTC: $NREDF controls 16,078 hectares (39,726 acres), added 4,573.82 hectares through Trojan-Condor, secured the 2,062.64-hectare Plume tenure and completed 29.53 km of geophysics.
TEXAS now has more than 480 proposed AI data centers requesting around 418 GW of power. Even if only part of those projects move forward, the copper demand could be enormous.
To me, that's exactly the type of trend that can increase investor interest in future copper supply stories.
PT: $8.50
Not a suggestion, just me talking shop. Always verify before making moves.
$MRVL $INTC $SNAP