Valuation disconnect between $NVDA and $AMD is hard to ignore.
$NVDA is expected to grow 46% annually by 2028. Trading at 13x 2028 earnings.
$AMD is expected to grow 44% annually by 2028. Trading at 30x 2028 earnings.
One of them is gravely mispriced.
I bet it’s the former.
THE METALCORE NEWS IS HITTING BOTH TICKERS NOW
$NRED C$1.70
+17.24% at the open
$NREDF $1.10
+13.40% on OTC
That is a clean cross-market reaction
The catalyst is simple:
MetalCore expanded to more than 2.7M records from roughly 305,669
That includes 1.4M+ geochemical samples, 799K+ mineral occurrence records, 583K+ mining claims and 11K+ mineral properties
This gives NovaRed a much bigger AI data engine for mineral screening, target ranking and property evaluation
My opinion: this move can keep building if volume stays alive
I share, you play
$AMZN $BAC $SOFI
THE METALCORE NEWS IS HITTING BOTH TICKERS NOW
$NRED C$1.70
+17.24% at the open
$NREDF $1.10
+13.40% on OTC
That is a clean cross-market reaction
The catalyst is simple:
MetalCore expanded to more than 2.7M records from roughly 305,669
That includes 1.4M+ geochemical samples, 799K+ mineral occurrence records, 583K+ mining claims and 11K+ mineral properties
This gives NovaRed a much bigger AI data engine for mineral screening, target ranking and property evaluation
My opinion: this move can keep building if volume stays alive
I share, you play
$AMZN $BAC $SOFI
$SPCX is going to be one of the biggest companies in the world. Morgan Stanley estimates that SpaceX could generate roughly $330bn by 2030 and an $3.4 trillion by 2040. These are only estimates, of course, but they show the scale of what some analysts believe is possible.
THE NovaRed Mining Inc UPDATE HAS ONE NUMBER THAT JUMPS OFF THE PAGE:
2.7M+ records.
That is where MetalCore is now
Previous core dataset: ~305,669 records
New database includes:
1.4M+ geochemical samples
799K+ mineral occurrences
583K+ claim records
11K+ mineral properties
For a mining junior, this matters because exploration is all about narrowing the search area before capital hits the ground
Where are the anomalies?
Where are the claims?
Where is the infrastructure?
Which properties deserve attention first?
MetalCore is being built to help answer that
Now add Wilmac: 16,078 hectares of copper-gold exposure in BC
$NRED / $NREDF is building a story around copper + AI-assisted mineral targeting
That is a much sharper market angle
NFA
$INTC $PLTR $NVTS
I have decided to post TFSA Strategy today
i will invest $10,000 like this.
$5000 in $MUU (2X $MU ETF)
$2500 in $DRAM
$2500 CASH on hand to buy more $MUU after their earning reports on 24th.
I am attaching my TFSA AC here.
i have roughly $9000 cash left to add more $MUU after 24th.
i wont tell people to invest in something i personally dont invest.
NFA, DYOR.
I’m sorry but if you were too pussy to buy the dip the last couple of weeks
I don’t know what to tell you
Now, tomorrow with it, ripping, you were going to have to decide if you want to chase a huge Green Day
Or wait it out and potentially sit on the sidelines forever
Your last bet is that earnings come in horrible
🚨 S&P 500 CORRECTION HAS ONLY JUST BEGUN 🚨
Most people think market crashes are random
Nah, only 5% of them
The other 95% follow the exact same script:
1. Price peaks
2. Smart money exits
3. Retail holds the bag
Then the market finds the floor at one specific level - Fibonacci 0.5
Here is why this level works every time:
When a crash happens, two groups form
One bought the top and just wants out
The second has been sitting in cash, waiting for the midpoint of the entire move
That midpoint is always 0.5 Fibonacci - and when those two groups meet, the crash stops
The dotcom collapse in 2000 respected this level on every major bounce
After that - 2020, 2022, and 2025 followed the same pattern
Five crashes across two completely different market eras
Every time - same level, same result
In 2026 that level sits at $5,500-5,600 on the SPX
It's already in play
If you've been following me closely you knew when and why S&P 500 would start correcting
Many of my followers also took profit from the GOLD pump
The next stock market updates will be the most important ones
The reason is simple - we're entering a correction phase
Turn on notifications and you'll realize how much valuable info you've been missing by not doing it sooner
Story tells me what to buy. Chart tells me where. Catalyst tells me why now. Thesis tells me whether I stay.
^ the mount rushmore of getting really, really rich.
$PENG.
- insane setup
- $dell's ai partner of the year?!
- memory biz is a standout
- ai theme + earnings soon
- chart super strong
$100+ stock imo.
$PENG @ $64 now.
ONE OF THE MORE INTERESTING COPPER STORIES I'M FOLLOWING
NovaRed Mining Inc CSE: $NRED continues checking important boxes every time I review the company
A 16,078-hectare footprint, 70% earn-in rights, a 2,063-hectare Plume target and more than 85 km of completed geophysics create a combination that is difficult for me to overlook
Historical copper values reached up to 1.670% Cu, adding another layer of interest to the story
What keeps bringing me back is the scale management has assembled while continuing to advance exploration activities
Few junior companies I follow can point to this type of footprint
#SPCX_COPPER
THIS IS THE SECOND-ORDER TRADE
$SPCX gets the front page after the record $75B IPO and a valuation above $2T
NovaRed Mining Inc is sitting at $1.15, up +3.60%, with the Wilmac update still showing on the quote page
That is a clean signal:
Big money is pricing space + AI infrastructure
Junior copper is starting to get attention
SpaceX scale means launch systems, satellites, ground stations, AI compute, power delivery and grid buildout
Every layer needs copper
megaIPO need copper
Now connect that to $NRED / $NREDF
Wilmac gives copper-gold exposure in British Columbia, with the story still in early Lassonde Curve territory - before the crowd fully prices discovery potential
$SPCX is the hype cycle
NRED is the copper curve
All opinions here are personal, not your exit plan
$INTC $AMZN $ONDS
$MXL is my all in challenge pick as you guys know, and outside of the swing trade challenge, the stock looks amazing.
Here is what the company does and why I like them.
MaxLinear spent fifteen years as a boring cable modem chip company. Then AI happened and it turned out they were sitting on exactly the right shelf.
Every AI data center is tens of thousands of computers talking to each other through fiber optics. At each end of every fiber sits an optical module translating electricity to light and back.
MaxLinear makes two of the most important chips inside that module. The DSP that encodes the data and the amplifier that cleans up the signal. Every AI cluster on earth needs millions of these modules. The demand is not optional. It scales with every single GPU rack that gets built.
The growth is showing up everywhere. Infrastructure revenue up 136% year over year, going from 28% of the company to 46% in twelve months. Total revenue up 43%. Gross margins near 60%.
Management raised optical guidance by $30 to $40 million after a single quarter and admitted on the call the original number was conservative. When guidance jumps that fast, a major hyperscaler program is ramping.
Here is the edge almost nobody is pricing in. Nearly every advanced AI chip on earth gets made at $TSM, including the chips from MXL's giant rivals $MRVL and $AVGO. TSMC is sold out years into the future.
MaxLinear built its next gen 1.6T chip at Samsung instead, where the line is mature and uncrowded. In an industry wide supply crunch they are the vendor standing next to an empty oven.
And they pre-paid $219 million for wafer capacity to lock it in. You do not spend that kind of cash in advance unless you can see the orders coming.
Two more things the market gives them zero credit for. They just launched Annapurna, a copper interconnect chip for the short hops inside racks, the exact market that made $CRDO a $40 billion company.
And the recent CPO delay headline that hammered optical stocks actually helps them. Their chips live in the pluggable world that CPO would eventually replace. Every year it slips, their market stays the main event longer. The stock got sold down with names that headline actually hurt.
The stock 7x'd in a year, touched $106 in late May, and pulled back to $86 on essentially no bad news. Stifel and Northland both doubled their price targets to $105 and $110 in the same week. Earnings around July 22 is the catalyst that proves the ramp.
The pullback created the entry. The growth never slowed.
Disclosure: I am Long $MXL now.
Not financial advice. DYOR.
I have one simple goal by being here:
Become a multi MILLIONAIRE.
If that’s your goal too, keep reading.
Here's the honest version of "escaping the matrix."
You don't quit your job and suddenly become free. That's not how it works.
You build a portfolio that generates enough passive income that the job becomes optional, not mandatory.
That transition takes years, not months.
For most people that means:
Not touching the invested capital for 5-7 years minimum.
Adding consistently even in down markets, especially in down markets.
Learning to hold through volatility without selling at the bottom.
Having a day job that doesn't drain you so completely that you can't think clearly after hours.
The matrix is a system that requires your time in exchange for enough money to survive but not enough to get out.
The escape is building a parallel system that doesn't require your time.
I share every position publicly.
I share every move. No gate keeping.
I haven’t reached my goal yet.
But I will.
And when I do, you’ll have watched the whole thing. From the beginning.
Let’s build this together.
—BP.
$IREN $NBIS $RKLB $ASTS $AAOI $CIFR $ONDS $PNG.V $OUST $NOK $PL
Not financial advice.
the wealth gap isn’t mainly about income.
it’s about how long different people can wait.
someone with $50,000 in savings and no cushion needs liquidity. they need returns now. they can’t afford to watch a position fall 30% and hold.
someone with a stable income, no margin debt, and 3 years of runway can watch the same thing and see a different situation entirely.
this is the structural advantage most people don’t talk about:
position sizing to your patience capacity, not to your optimism about a stock.
that’s exactly WHY I can afford running a portfolio with a high BETA; $NBIS $IREN $OUST $RKLB $ASTS $NOK $NUAI $CIFR $AAOI $ONDS
drawdown ms we like we just had doesn’t bother me that much. its extra opportunities to add to me.
how long can you hold without needing the money?
that answer tells you more about your actual strategy than any short term thesis.
-BP
not financial advice.