Steven Johnson

[Steven Johnson @StevenJ85660232]

U.S. Army picking processors is huge signal - NRED sits right in that policy rotation lane

#NOLIMIT #TejRan #jonita #rashmer GME COIN TSLA KO AMD AMC NVDA HOOD HIMS DELL

[Ahmed SA @AhmedSA9548405]

THE CRITICAL-MINERALS TRADE IS TURNING INTO A GOVERNMENT-CAPITAL STORY.

Project Vault brings a $10B EXIM loan plus about $1.67B in private-sector capital. The U.S. Army selecting Titan Mining and REalloys for processing sites sends the same message: Washington wants mineral supply closer to defense and industry.

China controls around half of global refined copper, roughly 90% of rare-earth processing, and about 90% of permanent magnet production.

That is the bottleneck.

Now look at $NRED / $NREDF.

NovaRed has Ed Kostenski on its Advisory Board.
He brings 40+ years across mining equipment, infrastructure, project finance, logistics, energy and global resource-sector development.
In 2005, he was appointed by the U.S.
Export-Import Bank to its Sub-Saharan Africa Advisory Committee.

That is exactly the kind of experience that matters when critical minerals become industrial policy.

NFA

$AMD $DTAN $DRAM $ETH $QQQB $MU $LINK

[Ahmed SA @AhmedSA9548405]

THE CRITICAL-MINERALS TRADE IS TURNING INTO A GOVERNMENT-CAPITAL STORY.

Project Vault brings a $10B EXIM loan plus about $1.67B in private-sector capital. The U.S. Army selecting Titan Mining and REalloys for processing sites sends the same message: Washington wants mineral supply closer to defense and industry.

China controls around half of global refined copper, roughly 90% of rare-earth processing, and about 90% of permanent magnet production.

That is the bottleneck.

Now look at $NRED / $NREDF.

NovaRed has Ed Kostenski on its Advisory Board.
He brings 40+ years across mining equipment, infrastructure, project finance, logistics, energy and global resource-sector development.
In 2005, he was appointed by the U.S.
Export-Import Bank to its Sub-Saharan Africa Advisory Committee.

That is exactly the kind of experience that matters when critical minerals become industrial policy.

NFA

$AMD $DTAN $DRAM $ETH $QQQB $MU $LINK

[Bull Theory @BullTheoryio]

🚨 BLOODBATH in Asian Markets

Over $1 TRILLION wiped out from Asian stocks in just a few hours.

Asian stocks crashing after Apple's price hikes to offset surging chip costs reignited concerns over elevated AI and Tech valuations.

South Korea's KOSPI down -8.2%, wiping out over ₩500,200,000,000,000 ($340 billion).

Japan's NIKKEI down -4.5%, wiping out over ¥52,500,000,000,000 ($355 BILLION).

China's SSE down -2.15%, wiping out over ¥1,645,000,000,000 ($229 BILLION).

Taiwan's stock market down -3%, erasing NT$132,000,000,000,000 ($127 BILLION).

[TheHappyHawaiian @ThHappyHawaiian]

Gold is reclaiming its 3-year uptrend

Price bottom likely in imo

[Barchart @Barchart]

JUST IN 🚨: S&P 500 $SPY on track to close below its 50-day moving average for the first time in more than 2 months 📉 Uh Oh 😱

[Sqeaky Mouse @TheSqeakyMouse]

The $SILJ support I posted 3 weeks ago has held regardless of Silver dropping another 15%.

[Steven Johnson @StevenJ85660232]

CHINA BUILT THE CHOKEPOINT. CANADA + THE UNITED STATES ARE BUILDING THE ANSWER.

That is the critical-minerals story.

Canada has 67 critical-minerals projects proposed, planned or under construction.

Capital required: $72.4B by 2034.

China controls about 90% of refined rare-earth production, around 70% of rare-earth mining output and roughly half of global rare-earth reserves.

That is supply-chain leverage.

Canada + the United States have a clear path to weaken China’s influence.

Canada brings geology, projects, land and jurisdiction.

The United States brings capital, buyers, defense demand, AI infrastructure and industrial scale.

Together, they can turn critical minerals into North American power.

That is why NovaRed Mining deserves attention.

$NRED / $NREDF sits inside the copper and critical-minerals story becoming national strategy.

NFA

$ORCL $SPY $NVDA $AMD $AMC $TSLA $KO $SOL $BTC $XRP $DRAM

[Crypto Rover @cryptorover]

Buy Bitcoin 500 days before the halving.

Sell Bitcoin 500 days after the halving.

History Repeats...

[Shay Boloor @StockSavvyShay]

$MU DRAM revenue is up 10x in less than three years showing how AI has turned memory into the bottleneck of all bottlenecks in this infrastructure buildout.

The next leg is agentic AI where autonomous systems need to access, process and learn from massive amounts of data which makes standard and low-power DRAM increasingly critical around CPUs.

$NVDA CPU-only Vera racks show where this is headed with each rack expected to use 400TB of DRAM alone (a 5-10x increase versus other Nvidia GPU-based racks).

[Sqeaky Mouse @TheSqeakyMouse]

Gold is currently sitting at its last significant support until the $3,500 range, so far so good.

[Resource Alpha @SpeculatorPL1]

Why I believe the correction in $SILVER is over.

If you’re still waiting for silver to drop lower - you’re fighting multi-decade macro geometry.

This isn’t guesswork. Two completely independent, long-term charts just hit critical levels at the same time.

1. The 33-Year Silver/SPX Ratio
Silver has just completed a perfect retest of a major horizontal support level that has been respected since 1993. What was once a heavy resistance has now flipped into a powerful macro floor.

2. The US M2 Money Supply / Silver Ratio
This chart has rallied straight into a massive resistance line going back to 1980. A rejection here means M2 is losing relative power — which historically translates into explosive upside for physical silver.
When two independent multi-decade macro setups align like this, it’s rarely a coincidence.

The paper to hard asset rotation is playing out exactly where it should. The correction has run its course, the key supports held, and physical reality is regaining control.
The bottom is very likely behind us.

Of course - nothing is guaranteed. If price breaks these levels, the setup is invalidated. No ego, just data. But right here, right now, the risk-to-reward looks extremely favorable.
Physics > Paper.

[The Great Martis @great_martis]

Silver is approaching its moment of truth.

The $48 level represents major support.

Big opportunities in precious metals are coming, but not just yet. There is no need to rush imo .

Over the coming years, however, precious metals will likely be the asset class that outperforms all others.

For now, we are likely to see further downside as the greenback strengthens. Furthermore, this outlook does not yet factor in a potential equity deleveraging event, which would heavily impact precious metals and underscores why there is no need for urgency.

Yours truly,
The Great Martis💫

She's beautiful.

[Steven Johnson @StevenJ85660232]

LOOK CLOSE… Ottawa matching U.S. investment in Canadian critical minerals tells you one thing: this sector is strategic now.

#Mining #NOLIMIT #TejRan #jonita #ElvishYadav NOK NVDA SNAP SOUN DELL HIMS BABA RIVN

[Victor Renard @VictorRenajlj]

Ottawa has not simply watched the U.S. take control of Canada’s critical minerals, it is helping pay for it. As research for the Transition Security Project shows, almost every one of the recent U.S. Department of War investments were paired with Canadian public funds. While the Pentagon allocated over $78 million USD to the six Canadian critical-minerals projects mentioned above, the Canadian government matched those investments with $69 million CAD, effectively subsidizing U.S. state influence in our natural resources sector.

[The Great Martis @great_martis]

GOLD analysis.💫

📜 Answering the Call of the Diginitaries

It has been a while, my fellow traders, since I last laid out the comprehensive Gold architecture for my non-follower subscribers. The angst and the relentless yearning for a definitive chart breakdown have been completely overwhelming in my DMs. Therefore, it would be highly prudent for The Great Martis to answer these profound calls of yearning.

To provide the ultimate clarity, the chart I have depicted today is the Weekly Line Chart. The weekly timeframe is elite; it strips away the intraday noise and provides an evermore powerful resolve of exactly where macro structural levels of support stand. Looking closely at the geometry, we can see clearly where those lines of defence are anchored.

The $4,000 Threshold: Is the Bottom in?

The first major level of technical support was tested today directly at the $4,000/oz psychological boundary. For now, this is the primary defensive level that must be fiercely monitored.

The burning question flooding my inbox: "Is this the final bottom, Great Martis?"

To decipher this, a few critical technical parameters must be weighed simultaneously. When we combine our oversold and overbought momentum indicators, the mathematical reality is clear: more room is valid for lower prices. This is especially true on the Relative Strength Index (RSI). Furthermore, if we consult the longer-term Monthly chart (not shown here), momentum indicators still have significantly further to drop before hitting terminal exhaustion.

Deciphering the Roadmap: The 0.618 convergence
Assuming the $4,000 level manages to hold for the immediate short term, what does this truly mean?

It means we are absolutely not out of the woods yet. The primary, heavyweight level of structural support sits lower, precisely around the 0.618 Fibonacci retracement level using a strict 100 day look back parameter. Coincidentally, this exact Fibonacci golden ratio is where our primary macro ascending trendline crosses. The 200 Moving Average (MA) sits even lower on the weekly script, but that trailing baseline will likely play catch-up as the weeks go by, rising to meet price over time or vice versa.

So, how do we decipher these holographic market clues?

What does all this mean, oh Great One?

What this means, my dignitaries, is that even though a relief bounce off the $4,000 level is highly probable and is manifesting exactly as my fingers glide over the keyboard right now there are powerful macroeconomic factors that will actively dampen its upward advance:

The Hawkish Federal Reserve: Central bank policy remains aggressively restrictive, draining the easy-money liquidity that usually fuels non-yielding assets. The Mighty Greenback Bid: The U.S. Dollar is catching a structural bid a macro shift predicted by the Great One many moons ago. The prominent Inverted Head and Shoulders pattern tracking on the dollar chart is validating perfectly. This strengthening dollar case creates a powerful inverse headwind: a higher greenback means lower precious metals.

The Decoupling Question and the Phoenix Awakening

Can precious metals decouple from a surging dollar, oh Great One?

Yes, they absolutely can.

But why gamble with your capital when the structural roadmap is printed right in front of you?

We await these major inflection points with ever-increased interest. There is absolutely no need to rush. The majestic chart I have meticulously worked on for 5 minutes provides the definitive roadmap and the major levels of interest.

Make no mistake: at some specific point in macro history, precious metals will like a Phoenix rising from the ashes completely decouple, take the lead, and pave the way out of the financial darkness, just as they did during every major past systemic drawdown. When that transition occurs, it will provide massive, life changing multiples in gains for those who possess a true understanding of how the global financial system operates. And if you do not yet fully understand it, do not fear the Great One will return to provide absolute clarity when the trigger arrives.

Yours truly,
The Great Martis💫

She's beautiful.

[Global Markets Investor @GlobalMktObserv]

‼️Hedge funds are pulling back from the Magnificent 7 at the fastest pace in years:

Mag 7 gross exposure as a percentage of total US prime book exposure has fallen from ~11.5% in early 2026 to ~8.5%, the lowest in over a year, according to Goldman Sachs.

Net exposure has dropped even more sharply, from a peak of ~22% to ~16% over the same period.

Both gross and net Mag 7 exposures are now sitting at 1-year lows, with the decline driven primarily by short selling rather than just long liquidation.

This comes as the Magnificent 7 has underperformed the broader market in recent weeks, forcing hedge funds to cut long exposure while increasingly betting against the group.

The Magnificent Seven ETF, $MAGS, is down -5.0% year-to-date, and down -12% only this month.

When hedge funds move from simply selling longs to actively building shorts, the message is clear: conviction in the downside is growing.

[Darvas Box Trader @darvasboxtrader]

#DXY ko yaha se gira dete hain, to sab thik ho jaega !!
Kya bolte ho #Dholu, aise red candle bnni chaiye yaha p ??

#DARVAS 🥸

[Bull Theory @BullTheoryio]

BREAKING: $MU is up +18% today and just hit an ALL TIME HIGH after a blowout earnings report and strong guidance.

Micron's market cap crossed $1.4 TRILLION.

It is now bigger than Tesla, making Micron the 13th most valuable public company in the world.

[Steven Johnson @StevenJ85660232]

I’m seeing $NRED stacking two high-impact advisors, and that changes the visibility profile fast

#ElvishYadav #sstvi #NOLIMIT #rashmer $NOK $LINK $NIO

[zaki monsar @MonsarZaki]

BREAKING: KRISTI L. NOEM WAS THE FIRST SIGNAL. KATIE ZACHARIA IS THE SECOND ONE.

NovaRed Mining is clearly building a much louder advisory bench around $NRED / $NREDF.

Kristi L. Noem brings former DHS Secretary experience, critical-minerals policy weight, public-sector leadership and supply-chain security credibility.

Katie Zacharia brings the media and communications machine: Truth Social / Trump Media, Fox News, CNN, Newsmax, OANN, Fix California, former DHS spokeswoman, White House political work, World Bank / IFC-related legal exposure and Beijing experience.

That combination is exactly what small companies need when they want the market, media and policymakers to pay attention.

Two high-profile advisors.

One NovaRed story getting louder.

$NRED / $NREDF

NFA

$PLTR $WEN $MSTR $NOK $RIVN $MU $EA

[Barchart @Barchart]

U.S. Dollar jumps to highest level in over a year 📈💵🇺🇸

[Barchart @Barchart]

BREAKING 🚨: SpaceX

$SPCX has now lost $800 Billion in market cap since briefly hitting a valuation of $3 Trillion last week 📉📉