PROTECTING THE AMERICAS STARTS UNDERGROUND
That line keeps getting more real
Project Vault: $10B EXIM loan plus nearly $2B private capital
U.S. Army processing sites: Titan Mining and REalloys selected
China’s grip: 91% of refined rare-earth output, even higher permanent magnet share, and around half of global copper smelting
That is the whole problem in one picture
The West can build factories, data centers, grids, and defense systems, but the physical inputs have to come from somewhere secure
This is why the watchlist has to include scale and pipeline
Scale: $FCX $TECK $HBM $MP $CAT
Pipeline: earlier Canadian copper stories like $NRED / $NREDF
Critical minerals are moving from commodity theme to national-security infrastructure
Do your own due diligence
We knew the selloff in space stocks had to happen after the $SPCX IPO.
If you didn't believe me back in may, the market should have proved me right by now.
These are the levels you need to be watching for a long-term reversal:
1. $RKLB | Rocket Lab
Sitting close above key support at $75.
Will most likely bottom between the 0.5 Retracement at $75 and the 200 WMA.
However, before we see a bottom, it will most likely bounce up to around $120 one last time.
2. $PL | Planet Labs
Key support ranges from $23 down to $17.5.
This is an extremely volatile and speculative stocks, so we need to keep the risk of a deeper correction towards $10 in mind.
A soon rebound is likely from the upper support levels.
3. $ASTS | AST SpaceMobile
Already approaching the first important support at $65.
A small bounce over the next day is very likely.
After that probably one final leg down to around $50.
This is where I will be loading up.
4. $LUNR | Intuitive Machines
Already deep into support, without showing any strength.
Currently sitting at the 200DMA, without a reaction.
This means we'll likely see an even lower drop towards the 100WMA or even the 0.786 Fib level at $11.6
As long as there is no reaction, I wouldn't even consider touching this stock right now.
Market sees a junior explorer… I see NRED preparing infrastructure, comms, and execution ahead of drilling
#NOLIMIT#daytrading#TejRan AMD STX SKYQ EHGO
🚨 THIS ISN'T JUST ANOTHER CORPORATE UPDATE
NovaRed Mining just added Katie Zacharia to strengthen government relations, communications, public affairs and capital markets while simultaneously advancing its 2026 field program toward Fall drilling.
Companies usually don't expand both their technical and corporate teams at the same time unless they're preparing for a much bigger stage
That's what caught my attention
NRED already controls 39,726 acres, holds a 70% earn-in at Wilmac, has 3 drill-ready targets, 1.4M geochemical samples, and 2.7M+ MetalCore records
Management is improving the exploration program while also bringing in people who can help attract investors, strategic partners and broader market visibility
To me, that's exactly what I want to see before a major drill campaign. Strong geology creates discoveries, but strong leadership helps create long-term shareholder value
If Fall drilling delivers, I believe the current C$3.25 consensus target is achievable, while the C$4.95 bullish target becomes realistic if results materially outperform expectations
Personal opinion. Always do your own research
$ABBV $RVMD $TSEM
$FRMI
Something special going on in this name...
Just look at the volume patterns
Someone is accumulating this thing, in this massive base
Incredible relative strength today
Data center theme
Top watch
I’m watching NRED because +1,044% 1Y chart + fall 2026 drill window is exactly where accumulation stories usually form
#TejRan#tommavi#NOLIMIT#Mining NVDA QQQ AAPL WEN MU
While others panic on pullbacks this is when you should be buying…
These 8 stocks are no brainers that can easily 10x:
1. Nebius ~ $NBIS
2. Cipher Digital ~ $CIFR
3. CoreWeave ~ $CRWV
4. Roundhill Memory ~ $DRAM
5. T1 Energy ~ $TE
6. Applied Digital ~ $APLD
7. ServiceNow ~ $NOW
8. One Stop Sys ~ $OSS
Don’t miss out on these life changing opportunities…
$67.9M vs $3.8B | 16,078 HECTARES | 38.8M SHARES
This is exactly why I'm watching NovaRed Mining Inc CSE: $NRED
+ 16,078 hectares at Wilmac
+ Up to 70% project interest
+ Just 38.8M shares outstanding
+ Market cap of only $67.9M
At the same time, we're seeing $3.8B copper-sector acquisitions as major miners compete for future copper supply
The gap between district-scale copper assets and how some early-stage stories are valued continues to catch my attention
This is a thesis, not a signal
$GRRR
-Signed a $2 Billion Partnership at the start of the week and this ran $23.50
-The next day they announce an offering
-And now you get a chance to add at $17
Wave 3 target is $77....YES $77.
Clear Buy.
The mega-IPO bear case is valuations. The metals bull case is physics
SpaceX may target a valuation around $1.75T, while Morningstar’s fair value estimate cited in the file was around $780B. That is almost a $970B gap. SpaceX also reportedly had a $4.94B net loss in 2025 despite $18.67B revenue. OpenAI and Anthropic are also massive stories, but they need enormous compute, chips, power and data-center capex
That is why I like the copper angle more than blindly chasing every IPO. AI can be overvalued as a stock and still bullish for copper as infrastructure
The IEA says new copper projects take around 17 years from discovery to production. Even uglier: only 5% of copper deposits discovered in the last 35 years were found in the last decade. That means supply does not respond quickly
$NRED is still exploration-stage risk, but it sits in the right bottleneck. NovaRed’s Wilmac project: 16,078 ha, BC’s Quesnel porphyry belt, roughly 10 km west of Copper Mountain, 70% option
The stock already moved 3,760% once. If AI capex keeps growing, copper optionality stays relevant
Just ideas, not orders
$ULTA $INTC $CIFR $WCT
$ZETA clean breakout now
A hold above the Bull Case line at $25 next and we would expect to hit $36 for the First Target
Followed by $52 for the Second Target.
The Resolution Copper timeline is the whole copper bull case in one sentence: huge deposit, huge need, production still years away
This is a Rio Tinto + BHP project in Arizona, one of the largest undeveloped copper resources in the world. It has the potential for 40B+ lbs of copper, a $500M approved investment, drilling underway, and a path into the U.S. domestic supply chain through Kennecott in Utah, one of only 2 active U.S. copper smelters
And yet, production is still targeted for the mid-2030s
That is why I want future copper optionality on screen now. The world needs copper for AI, grids, EVs, renewables, advanced manufacturing and defense. But even giant projects with major backing move slowly
NovaRed Mining Inc CSE: $NRED gives me the earlier speculative side of that same macro. NewsBreak/IPD framed NovaRed as sitting at the intersection of AI, copper supply, critical minerals and North American economic security. Wilmac has a 70% option, 16,000+ ha in BC, Quesnel belt exposure, MetalCore AI and Patent Application No. 19/680,101
Happy Pride Month - progress needs power, power needs infrastructure, and infrastructure needs copper
Not advice, just reading the setup
$ANY $CRDO $DBGI
This is exactly why $ZETA has been rallying the past week
Their FCF is growing so quickly, and the stock price hasn't caught up with its fundamentals
Was trading at ~15, now at 24. But their story didn't change. The thing that changed was how the market perceived software. And that's where alpha exists.
We left behind untapped supply on both $ETH and ETH/BTC.
In a perfect world we would get one more leg up (which would convince most of a full on reversal) to test both these key zones of resistance BEFORE heading for our local range lows on ETH/USD and our HTF area of interest on ETH/BTC.
But in order for this to happen, $BTC probs needs to find a foothold asap.
Wait, 16,078 ha near Copper Mountain plus 1125 ppm Cu? NovaRed Mining just became a story I can’t ignore
@FortuneMagazine
$MGM $OPTU $GRAL #WWEClash#HYPE
Happy Pride Month to everyone building the future - and the future still runs through copper
That is the part I keep coming back to with NovaRed Mining Inc CSE: $NRED. Copper demand is tied to AI, EVs, data centers, power grids, renewables, defense, manufacturing and critical-minerals policy
This metal is becoming strategic infrastructure, especially as the U.S. and Canada push harder on secure North American supply chains
NovaRed’s Wilmac Project sits right in that conversation. The footprint is 16,078 hectares in BC’s Quesnel porphyry belt, about 10 km west of Copper Mountain
The company has reported up to 1,125 ppm Cu in soil, has the MetalCore AI platform, and filed U.S. Patent Application No. 19/680,101 around AI-driven mineral evaluation and transaction management
My read is straightforward: copper supply is becoming a bottleneck, and early copper-gold explorers in stable jurisdictions can get more attention as the theme gets louder
$NRED remains high-risk, high-upside exploration. No hand-holding, DYOR
$MGM $OPTU $GRAL $AIIO
$ZETA breaking out of a multi-year wedge on high volume.
We all know what this means.
The last buy we shared subs is already up over 50%.
But we're holding this all the way up to our wave 3 PT at $66.
There is no other software company in such an attractive position right now.