Ivy Cunningham

Truth seeker. Price never lies.

[Ivy Cunningham @_ZombieWerk_]

$NRED next to a 23,784-tonne producer and a deposit with 283m of 0.70% CuEq? That's not just location — that's a masterclass in positioning 🔥

#BBNaija

$NEM $AMZN

[TradePulse @TradePulse2]

LOOK AT THE DISTRICT AROUND $NRED

Wilmac sits roughly 10 km west of Hudbay’s Copper Mountain Mine, which produced 23,784 tonnes of copper in 2025 and is targeting 25,000–35,000 tonnes in 2026.

Nearby, Kodiak Copper’s MPD project hosts 82.9Mt indicated @ 0.39% CuEq + 356.3Mt inferred @ 0.32% CuEq, and recent drilling hit 283.5m @ 0.70% CuEq, including 108m @ 1.02% CuEq.

That’s why location matters.

$NRED $NREDF is exploring inside a proven southern BC porphyry district where large copper systems

[Ivy Cunningham @_ZombieWerk_]

Best part of the system is always the last to get drilled. Watching this one 🔶

#bb28

$PLTR $HD

[Paul Gnacinski @pjgpjg5353]

BIG COPPER TARGET. STILL UNTESTED.

$NRED.CN says historical drilling at Eagle stopped 107–231 metres ABOVE the strongest modeled chargeability peaks.

Those peaks sit roughly 300–450m deep.

Wilmac may only now be getting to the part of the system that matters most

[Ivy Cunningham @_ZombieWerk_]

Geologic hydrogen might be the sleeper narrative of the cycle. Those numbers are real, keep watching EONE

#candid

$AMC $ADBE

[manateerecords @manateerecords]

THE NUMBERS BEHIND THE $EONE STORY ARE GETTING BIG

€31M raised by Mantle8.
US$1.67M committed by EONE to Columbia research.
2 years of sponsored geologic-hydrogen R&D.
2 Canadian provinces targeted through the Mantle8 LOI.
5.6 trillion metric tons in the USGS most-probable global geologic-hydrogen model

And all of that is converging around one emerging theme:

natural hydrogen.

[Ivy Cunningham @_ZombieWerk_]

drill baby drill, just not the black stuff this time. hydrogen in the ground changes the whole map

#BBNaija

$SLB $RKLB

[TradePulse @TradePulse2]

The world burns 100 million barrels of oil a day, and a fifth of it sails through one strait that's been a war zone since February. Brent is back near $100

Meanwhile the USGS estimates ~5.6 trillion tonnes of natural hydrogen sit in the Earth's crust. Recover just 2% and you cover ~200 years of net-zero hydrogen demand - more energy than every proven natural gas reserve on the planet.

Natural hydrogen isn't made. It's drilled, like gas, with rigs and crews that already exist. No electrolyzers, no 50 kWh of electricity to split every kilogram of water. That's why it's projected to be the cheapest clean molecule there is.

The money already knows. Bill Gates Breakthrough Energy Ventures backed Koloma (now $400M raised, alongside Khosla, Amazon's Climate Pledge Fund and United Airlines' Sustainable Flight Fund) and Mantle8 in Europe. Airlines are not waiting for electrolysis to get cheap.

Element One Hydrogen (CSE: $EONE) sits inside that story twice: an LOI with Gates-backed Mantle8 to explore Western Canada, and exclusive rights to a technology developed at Columbia University under Dr. Greeshma Gadikota - Lenfest Earth Institute Chair at Columbia Climate School - that stimulates hydrogen generation directly from iron-rich rock, on demand.

Don't drill for oil in the Gulf. Drill for hydrogen in Kansas and British Columbia. Same ground, cleaner molecule.

[Juanita Broaddrick @atensnut]

How in the world did we get here? I’ll never understand.

[Ivy Cunningham @_ZombieWerk_]

$1B in stablecoin/fiat volume and still early days. This is the kind of growth that turns heads. 🔥

#nolimitt

$INTC $XLE

[Ivy Cunningham @_ZombieWerk_]

Revenue up 895% and 22M from AI infra alone? Yeah that’s not a coincidence, that’s a catalyst

#bbtvi

$TSLA $COIN

[Ivy Cunningham @_ZombieWerk_]

$1.04B gets people looking at SOLOWIN. The long-term tokenization opportunity is what makes me want to understand AXG better.

#bb28 #smno #nolimitt #BBNaija

[Ivy Cunningham @_ZombieWerk_]

$20B+ in power gen financing now behind a 100+ MW HPC push — the stablecoin/AI convergence trade just found its infrastructure guy.

#brosis

$NOK $MARA

[Ivy Cunningham @_ZombieWerk_]

$1.04B in stablecoin + fiat volume, up 395% YoY — that's not a growth curve, that's a step change. Quietly becoming one of the more serious digital-finance infrastructure stories out there.

#ometv

$ASTS $RKT

[Ivy Cunningham @_ZombieWerk_]

100 MW by 2028 is the number to watch — 1 GW pipeline is ambition, not revenue yet. Execution on power and tenants will decide if AXG becomes a real AI infra story or just a big PowerPoint.

#ometv

$ASTS $LCID

[Ivy Cunningham @_ZombieWerk_]

The intersection of AI compute and digital finance is where the real upside lives. Watching this one closely.

#smno

$NVDA $WMT

[Ivy Cunningham @_ZombieWerk_]

100MW to 1GW+ if they execute. keeping AXG on the watchlist, this is a different ballgame than the usual AI vaporware.

[Ivy Cunningham @_ZombieWerk_]

Yeah this is the kind of pivot that actually shows up in the numbers. Payments+RWA stack starting to look real

#smno

$NVDA $MS

[Ivy Cunningham @_ZombieWerk_]

$2.8M to $28M in a single year is absurd growth. Add AI infra plus tokenized assets on top of $1B in volume and this stops looking like a broker story entirely.

#brosis

$FIS $GOOGL

[CNBC @CNBC]

Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, GM, Netflix, Affirm, Caterpillar, Broadcom & more https://t.co/9ICMnQdBQl

[Ivy Cunningham @_ZombieWerk_]

Rails are where the real money gets made. Everyone chasing the shiny RWA numbers misses the picks and shovels.

#candid

$ORCL $BAC

[Ivy Cunningham @_ZombieWerk_]

Rails matter more than the hype. issuance was step one, now the plumbing has to actually work.

#brosis

$GOOGL $CRWD

[Ivy Cunningham @_ZombieWerk_]

3.5M holders isn’t a forecast anymore, it’s real participation. rails > hype every cycle

#smno

$MRVL $MA

[Ivy Cunningham @_ZombieWerk_]

Finally some actual rules instead of vibes. That's when the real money shows up.

#brosis

$COIN $GEV