Porter Jarvis

Systematic researcher. Exploring EV & Automotive trends and volatility. Street photography.

[Porter Jarvis @YecWc]

@HsilvAvalos sad if true, hope justice takes its course soon

[Porter Jarvis @YecWc]

At Lamont, NRED already has a useful 3D framework. Historical IP/AMT outlined 2 interpreted parent intrusive bodies with multiple pipe-like features extending toward surface.

#MiningExploration #CopperStocks #SmallCaps
$MSFT

[Jayden Youz @__alondrilla__]

Yesterday’s NRED PR made the exploration strategy much easier to understand - and much more compelling. NovaRed is layering surface intrusions, copper-in-soil values up to 1,125 ppm, magnetics, IP chargeability and AMT data to identify zones where multiple signals overlap before drilling. At Lamont, historical 3DIP/AMT work already outlined 2 interpreted parent intrusive bodies with multiple pipe-like features extending toward surface. That’s focused, data-driven targeting - exactly the kind of progress I want to see.

#MarketUpdate #CopperExploration
$NVDA

[HeidingOut @HeidingOut]

Should have also mentioned that our $AAOI 1D has full bearish divergence. So, 1H, 4H, 1D that just doesn't feel like and end of a w3 into a w4 to me. Very non-standard for EW.

[Porter Jarvis @YecWc]

This is exactly why I like microcaps.

#BB28 #teenageer
$AMD

[Folly🚀 @follyweb]

WHY $NRED IS UNDERVALUED - THE MATH DOESN'T MAKE SENSE

Let me run the actual numbers, because the market cap might surprise you.

Right now (live):
- Price: ~$0.24 CAD
- Market cap: ~$9.15M CAD
- 52-wk high: $2.33 - the stock is ~90% off its peak
- 52-wk low: $0.22 - it's sitting right there

Now, what does that $9M actually buy you? 👇

1) Ground next to a producing mine.
The Wilmac Copper-Gold Project sits in the Quesnel porphyry belt in BC - ~39k acres, just 6 mi from Hudbay's producing Copper Mountain Mine (which holds 345 Mt reserves at 0.26% Cu).

Same rocks. Same belt. Proven copper being mined next door.

2) A proprietary AI engine nobody else has.
NovaRed built MetalCore - an AI platform that scans ground and identifies minerals without drilling. Not rented. Not bought. Owned. (Now expanding into uranium and rare earths too.)

3) An underexplored, blind target - with a drill program coming.
Soils, rocks, geophysics + re-examined core point to a buried intrusive complex with 3 priority drill targets. Rock samples averaged ~0.64% copper (some above 1%), with anomalous copper-in-soil across the property. The complex sits down-dropped along the Boundary Fault - largely blind, largely untested at depth.

Four geophysical surveys (IP/AMT) are planned for 2026, with an initial drill program targeted for the fall - pending an approved drill permit.

4) An advisory board most juniors only dream of.
- Secretary Kristi Noem - former US Homeland Security Secretary - strategic advisor on critical minerals
- Lee Evan Caplin - Oscar-nominated producer of Ali, entrepreneur behind Rolling Stone - brought on to commercialize MetalCore, with connections to top universities like FIU
- Katie Zacharia - capital markets / government relations heavy hitter

When a ~$9M junior pulls in a former cabinet secretary and a media/tech mogul with deep academic ties to monetize its AI platform, that's not a shell. That's a resource-security + tech revenue story in the making.

So the setup:
- Copper at record highs 🚀
- Land locked next to a working mine
- An AI weapon no junior owns
- A cabinet-level + celebrity-caliber advisory roster
- Drill program targeted for fall 2026
- Valued at ~$9M CAD
The market is pricing this like a no-name shell with no plan.

Here's what actually matters: when the drill program starts, the multiple resets. In a copper supercycle, a junior with a defined target, a proprietary AI edge, and this caliber of advisors can re-rate hard.

Everyone's already overpaying for producers ($FCX, $SCCO). The asymmetric upside lives in the ~$9M junior whose entire value is still ahead of the first collar.

NovaRed $NRED. Own the ground. Own the weapon. Priced unfairly low - but not for long.

[Porter Jarvis @YecWc]

The best entries often feel early because they are early. Novared may be offering that kind of setup now—a possible bottom, limited attention, and room for the chart to wake up.

#GranHermano #teenageer
$LCID

[Mad Trader @tradingcoaot6]

BREAKING: $NRED MAY HAVE JUST PRINTED ITS BOTTOM

This may be the cheapest entry the market offers before the next leg higher.

Most traders buy after the breakout. The real opportunity is recognizing the turn while the chart is still quiet

[Porter Jarvis @YecWc]

The advisor lineup is getting impressive.

#GranHermano #teenageer
$NVDA

[Matthew Miller @EngMohammdjo]

Lee Evan Caplin is not the kind of advisor you bring in to decorate a slide.

40+ years across intellectual property, strategic partnerships and technology commercialization. Co-founder of the predecessor to Penske Media. Producer credits tied to Ali and True Detective. A $10M FIU gift and the iSTAR immersive-tech initiative.

Now he is advising $NRED specifically as it pushes MetalCore toward commercialization.

That looks like bringing in the exact operator needed for the next stage.

[Porter Jarvis @YecWc]

The full interview could give the market its clearest explanation of the technology strategy yet

#teenageer #BBNaija $HOOD

[Sawyer Reid @seamunky35]

Something tells me the full Lee Caplin interview will matter more than this short teaser lets on.

He is not only a media heavyweight. He has 40+ years around IP, partnerships and commercialization, a $10M FIU connection, and he joined $NREDF specifically as MetalCore moves toward market.

Now add Valentin Saitarli, EyeX, FIU robotics and the future of AI in mining to the conversation.

The clip is short. The overlap behind it is BIG.

Full interview coming soon.

[Porter Jarvis @YecWc]

This could attract investors who normally never look at junior miners

#teenageer #tommavi $APLD

[Joachim Seifert @jseifert1]

Copper is now officially on the U.S. critical minerals list by presindent TRUMP @POTUS

And $NREDF has former Homeland Security Secretary and current Special Envoy to the Shield of the Americas Kristi Noem advising its critical-minerals strategy.

Add North American copper exposure, MetalCore AI, retired military-intelligence leadership and potential EyeX applications for mining and defense.

The market still sees a small explorer. The advisory build suggests NRED is preparing for a much larger strategic conversation.

[Porter Jarvis @YecWc]

The commercial angle is underrated.

#GranHermano #teenageer
$AMD

[Dylan Cooper @Guitar_GDC]

Look closely at who is in this photo.

Lee Evan Caplin, the $NRED advisor brought in to help commercialize MetalCore, together with NRED CTO and EyeX co-founder Valentin Saitarli inside FIU's Robotics and Digital Fabrication Lab.

Caplin has deep FIU roots. Saitarli works in computer vision and physical AI. NRED is evaluating EyeX while building mining intelligence around MetalCore.

Mining, robotics, AI and commercialization in one room. yall can call it a photo op. I call it a connection worth tracking.

[Porter Jarvis @YecWc]

Caplin’s commercialization background may be exactly what is needed to turn the technology into partnerships and revenue opportunities

#teenageer #tommavi $APLD

[CHINTAN @CHINTAN63122957]

Why are $NREDF advisor Lee Caplin and CTO Valentin Saitarli touring FIU robotics while the original 30-day EyeX due-diligence window is still open?

Simple networking?

Planning how computer vision and robotics could work at mining sites?

Preparing MetalCore and EyeX for a broader commercialization strategy?

Nobody outside the room knows yet. What we do know is Caplin was appointed to accelerate MetalCore, Saitarli is EyeX co-founder, and FIU has already demonstrated EyeX technology.

This is the type of overlap I save before the next update.

[Porter Jarvis @YecWc]

Market usually wakes up late.

#BBNaija #teenageer
$GOOGL

[Sebastian King @JunedKh26715951]

4.1M+ records. Full waitlist, 16k hectares of proving ground. Four proposed IP/AMT grids. 248 hectares of mapped Plume alteration. AMT imaging planned to roughly 1,500 metres or more.

And $NRED is still valued at only around C$9M to C$10M.

Those numbers describe more than one copper target. They describe an exploration platform, a growing AI dataset and a potential physical-intelligence layer through EyeX.

The market cap is tiny. The number of possible value drivers is not.

[Porter Jarvis @YecWc]

RIO and BHP represent what has already been developed. $NRED represents what may still be discovered

#momsonn #WWERaw $DIS

[TradePulse @TradePulse2]

BREAKING: COPPER IS AT RECORD HIGHS. DON’T CHASE THE GIANTS

$RIO and $BHP already give investors massive copper exposure, but much of their scale is well known and priced in.

That’s why I’m watching $NRED. It is still early, the wider market has barely noticed it, and Wilmac plus MetalCore AI gives it serious re-rating potential.

The majors offer stability. $NRED offers the kind of upside traders usually search for before the crowd arrives

[Porter Jarvis @YecWc]

The FIU Robotics appearance matters because it puts Novared near people working on computer vision, robotics, and digital fabrication. With MetalCore advancing and EyeX under evaluation, the innovation path looks increasingly practical.

#BBNaija #jonita
$SOFI

[Erik Allen @aolfn21968672]

NRED's AI and mining strategy is moving closer to real-world commercialization.

Advisor Lee Evan Caplin and CTO Valentin Saitarli recently visited FIU's Robotics and Digital Fabrication Lab, bringing mining, computer vision, robotics and commercialization experience into the same room.

With MetalCore advancing and EyeX under evaluation, these relationships place $NRED close to a serious innovation ecosystem as it builds beyond traditional exploration.

[Porter Jarvis @YecWc]

The combination of geochemistry, magnetic data and satellite scenes creates a much deeper targeting model

#teenageer #BBNaija $HOOD

[Sullivan Irvine @DewarMonique]

People keep calling MetalCore an AI buzzword. The numbers around $NREDF say it deserves a closer look.

More than 4.1M records. Around 1.5M geochemistry records. 800,000-plus deposit records. all seats taken for a 1,000-seat early-access cohort. U.S. non-provisional patent application No. 19/680,101.

MetalCore has already combined public geology, geochemistry, claims, deposits, magnetic anomalies, satellite scenes and geophysics into one target-generation environment.

The market is assigning very little value to that software layer beside Wilmac.

[Porter Jarvis @YecWc]

EyeX could give mining operators a faster way to see risks before they become expensive incidents

#teenageer #BBNaija $HOOD

[Ruby Watson @Maleneramos]

EyeX may be the most underpriced piece of the $NRED story.

It works with cameras, drones, vehicle feeds, robots and thermal systems already in place. From there it can flag smoke, trespassing, restricted-zone entry, equipment movement, unsafe activity, theft, landslides and washouts, then route alerts with location and visual evidence.

No giant hardware replacement. Edge capability for remote and low-connectivity sites.

That sounds like a real commercial entry point for physical AI in mining, and NRED is currently evaluating an interest in it.

[Porter Jarvis @YecWc]

One of the best signals in small caps is when people, technology, and timing begin to align. Around Novared, Saitarli, Caplin, EyeX, MetalCore, and FIU Robotics are now part of the same developing sequence.

#sstvi #jonita
$NVAX

[Ella Dubé @sujon_i]

look at the sequence around $NRED

July 11: EyeX standstill and Valentin Saitarli becomes CTO
July 21: Lee Caplin joins to help advance MetalCore commercialization
then Caplin and Saitarli appear together at FIU's Robotics and Digital Fabrication Lab discussing mining, AI and robotics

normal networking? technology planning? a closer look at EyeX mining applications?
could be several things. but this is exactly the kind of signal that looks obvious only after the next update lands.

[Porter Jarvis @YecWc]

The exploration side of Novared is already broad, but the software and potential physical-AI layers make it more differentiated. MetalCore, EyeX due diligence, and Lee Caplin add paths that most juniors simply do not have.

#BBNaija #sstvi
$SCCO

[Porter Jarvis @YecWc]

Copper may become the bottleneck nobody is pricing correctly while everyone focuses on the finished technology

#teenageer #BBNaija $HOOD

[MidOhioGirl @midohiogirl]

WHILE EVERYONE IS CHASING SPACE, SMART MONEY MAY BE LOOKING UNDERGROUND

Jim Cramer is hyping $SPCX at $108 for the next 100 years. Cathie Wood reportedly bought another $20M on the dip.

But the bigger infrastructure trade may be copper.

A projected 6.5M-tonne deficit by 2030, another 5M tonnes of potential AI-driven demand, and massive consumption from data centers, EVs and power grids are creating a supply race.

That is why $NRED stands out.

NovaRed controls 16,078 hectares at Wilmac, roughly 10 km from Hudbay’s producing Copper Mountain mine. The expanded Trojan-Condor corridor connects multiple prospective geological blocks across an underexplored porphyry system.

Then add MetalCore AI: 4.1M+ geological records, probabilistic target ranking and a patent application filed with the USPTO.

Everyone is watching rockets.

I’m watching the copper, land and AI platform that could power them

[Porter Jarvis @YecWc]

MetalCore AI helps Novared understand where value may sit underground. Potential EyeX tools could help understand what is happening above it. That combination makes the mining-tech thesis much broader.

#sstvi #teenageerr
$NVAX

[Nicholas Howard @Adriano95026674]

$72.47B in 2026 to $105.60B by 2031. A 7.8% CAGR.

That is the projected digital mining market, driven by AI, automation, real-time monitoring, safety and the need to find critical minerals more efficiently.

The practical $NRED opportunity is easy to see.

MetalCore attacks geology, geochemistry, geophysics and target prioritization. EyeX attacks the physical mine through cameras, drones, vehicles, robots, alerts and visual evidence.

One company building around both the data layer and the real-world layer of mining.

[Porter Jarvis @YecWc]

Novared remains earlier, riskier, and less proven. But that is exactly why a C$9.5M valuation can move quickly if geophysics, targeting, patent progress, or commercialization begin to validate the thesis.

#BB28 #TejRan
$SOUN

[Gregory Bailey @jejdjd7w]

Compare the valuations, not the projects 1-for-1.

$NRED is around C$9.5M. Pacific Ridge has recently been valued around C$18M to C$19.5M. Kodiak Copper is around C$72.7M.

NRED is earlier, but its valuation also sits beside a 16,078-hectare copper-gold earn-in, four proposed geophysical grids, a 4.1M-record MetalCore platform, U.S. patent application No. 19/680,101 and EyeX optionality.

I think C$9.5M leaves far too little value for the technology and multiple target areas if execution starts landing.