Brandon Morgan

Avoid chasing moves.

[Brandon Morgan @cami_on17]

150+ COUNTRIES. THAT'S EPIROC'S GLOBAL REACH. NRED IS FOCUSED ON THE NEXT WAVE OF MINING TECHNOLOGY.

AI is becoming as important as heavy equipment, and MetalCore positions NRED in that trend.

#Technology #momson $NET

[Brandon Morgan @cami_on17]

🌎 JUST RELEASED: NRED WELCOMES NEW ADVISORY BOARD MEMBER.

Lee Evan Caplin joins NRED as MetalCore continues expanding its AI-powered approach to copper exploration and critical minerals.

#futuretech #momson $NVDA

[Brandon Morgan @cami_on17]

@Restreamio this sounds pretty handy, gonna try it out soon

[Tirth @t38p_flow]

$QQQ Replay from Atlas today.

[TheQuietCalf @TheQuietCalf]

If you want to take trading seriously, you need to be ready for the drawdowns, stress, unprofitably, and self doubt that comes with it in the beginning

And that beginning could be at least 2 years

[Corey A Swan @a_swan37578]

@AVindman You lied about the president
Because you were mad at 18 and didn't get picked

[Fox News @FoxNews]

NEW: The FBI says the man accused of lighting an incendiary device outside a federal building in New York City is an "anti-American, anti-government extremist."

43-year-old former U.S. Army soldier Andrew Arrabaca had anti-ICE literature on a cart with him and yelled derogatory terms at ICE as he was arrested, according to the FBI.

[Giovanni @miabenetti]

ZIGGY!!!!!!!!! AGAIN!!!!!!!!
@Tamzilla_52 @CyberWonton @xderpalertx @cat557099577 @TaraThoughts2 @AnnaDsays

[Heat Central @TheHeatCentral]

Pat Riley on the chances of LeBron James returning to Miami:

“Just sorta waiting. This is a man’s decision. You let him make that decision. He has the right to do that. I’m not calling Rich everyday and bugging him.”

(Via @LeBatardShow)

[The Kobeissi Letter @KobeissiLetter]

Shocking stat of the day:

US semiconductor ETFs have attracted +$46 billion in inflows so far in 2026, on track for their largest annual inflow in history.

This also equals ~31% of their total assets under management.

Year-to-date, these funds have now attracted more than DOUBLE the combined total recorded between January 2017 and December 2025.

As a result, cumulative inflows since 2017 have risen to a record +$68 billion.

Last week alone, these funds attracted another +$2.3 billion in inflows.

Investors have never poured this much money into semiconductor ETFs before.

[Brandon Morgan @cami_on17]

STRATEGIC METALS ALERT: AI DEMAND IS COLLIDING WITH A SLOW COPPER SUPPLY RESPONSE.

Why does this matter?

Existing producers must replace depleted reserves before they can deliver meaningful growth. With major discoveries becoming harder to find and grades declining at many mature operations, the value of new targets in established mining districts could rise substantially.

Why am I watching NRED?

NRED remains speculative, but the early stage is exactly where leverage can exist. A refined target, successful survey, permit, partnership, or future drill result may carry more weight if copper prices and sector interest continue rising.

Higher copper prices can improve sentiment, but execution must provide the company-specific catalyst. NRED has multiple technical milestones that could help the market evaluate Wilmac more clearly

#tommavi #GranHermano #jonita
VOD T IWM TSM PLTR

[Brandon Morgan @cami_on17]

@olcan makes sense, gotta keep things open and fair always

[Brandon Morgan @cami_on17]

$NRED

COPPER MAY BECOME THE MACRO CATALYST THAT BRINGS MORE EYES TO NRED.

Most investors watch the daily copper chart. I am watching what a higher long-term price could do to project valuations.

If copper enters a sustained bull market, investors may move beyond established producers and search for greater leverage in junior explorers. That can make every technical milestone more valuable.

If copper moves into a higher long-term range, NRED could be viewed as leveraged exposure to a strategic metal, a Canadian project, and a discovery platform.

If the market begins pricing in a deeper shortage, discovery optionality could rise quickly. NRED still needs progress, but the sector tailwind may make each step more important. NFA.

#BB28 #jonita #TejRan
VRAX HOOD DAL VOD NVDA

[Brandon Morgan @cami_on17]

@usatodaysports just grabbed mine, can’t wait for the game!

[Brandon Morgan @cami_on17]

The real alpha is buried here. NRED is not only looking for copper — it is trying to make exploration and mining smarter.

$LITE $WPP $IOVA $BB.TO $ALMS

[Mcintyradvise @Mcintyradvise]

Kristi Noem joining a C$27.2M company may be the biggest clue that the market is still valuing $NRED as the wrong type of business

She entered as a strategic adviser while NRED was assembling 3 connected layers: the Wilmac copper-gold project, MetalCore with 4.1M+ geological records, and EyeX computer-vision technology for real-time mining intelligence

For me, Noem matters because a company trying to expand across North America needs more than geology It needs government relationships, strategic partners, capital and access to future buyers
https://t.co/VZujZCFwRz

Does her arrival make $NRED more interesting as a 5-year investment-or is the technology still too early?

I’m watching the pieces come together, DYOR

[Heisenberg @Mr_Derivatives]

$TSM record earnings. Stock still drops 4% anyways…

Should set the tone for markets today?

[Brandon Morgan @cami_on17]

The clock is ticking and the industry knows it. 16 years is not much when new mines take years to develop. NRED is trying to speed up the first step: discovery.

#TejRan #jonita #bb28 #Tommavi

[Abhishek Sharma @Abhishe16998659]

Mining has been given 16 years to solve a problem the world may face by 2035

That math is brutal

Copper demand is projected to increase about 30% by 2040, yet traditional exploration still moves through geology, geophysics, drilling, permitting, construction and logistics as separate multi-year processes

For me, this is why the EyeX move matters so much for $NRED

NRED already has MetalCore working on the digital side - processing geological data and prioritizing targets

EyeX adds the physical-world layer: cameras, drones, visual feeds, alerts, risk detection and remote-site monitoring

One system helps answer where to look

The other can help answer what is happening there right now

That combination could reduce blind spots, improve capital allocation and create a much smarter exploration workflow

The real question is no longer whether AI enters mining

It is who builds the full stack first

My thesis, your homework

[Brandon Morgan @cami_on17]

You ever look at a stock and think “why is nobody talking about this yet?” Copper is showing the problem. NRED is focused on the search for the solution.

#jonita #bb28 #Tommavi #TejRan

[BUNNY THAKUR @BUNNYTHAKUR4]

Let me tell you what actually happened here

Copper did not rally because macro conditions suddenly became perfect

It rallied despite inflation concerns, Fed uncertainty and geopolitical tension because Chilean supply weakened by 15–20%

That is a much stronger message

Chile’s copper industry is facing 5 simultaneous problems: water shortages, lower ore grades, maintenance issues, labor unrest and the oxide-to-sulfide transition

And the impact is showing up in hard numbers:

Escondida down 17.6%
Collahuasi down 19.3%
Copper above $6.25/lb

For me, $NRED is an earlier-stage way to follow the same supply story

MetalCore brings together roughly 1.5M geochemistry records, 1.4M wells and 800K+ deposit records to help sharpen exploration decisions

The market sees the shortage

NovaRed is building around the search

My view, your decision

[Merlijn The Trader @MerlijnTrader]

🚨US CPI DROPS IN HOURS. 8:30AM EST.

Previous: 4.2%
Forecast: 3.9%

Above 3.9%: rate cuts get pushed back. Risk assets bleed.
Below 3.9%: the cut is back on the table. Everything rips.

Set your alarm. One number decides the month.

[Brandon Morgan @cami_on17]

NRED is exploring how autonomous systems and robotics can complement traditional mining, especially in hard-to-access areas.

#BigBrother #BB28 #Rashmer #jonita #DareYouToDeathEP7

[James Serrano @wpxnc68929231]

Here is exactly what I’m asking you to look at

Average copper ore grades in Chile have declined by around 30% over the past 15 years

Lower grades mean more material moved, more energy consumed, more waste produced and more pressure on project economics

Now add a projected 30% rise in copper demand by 2040

Mining will need more than new deposits
It will need better intelligence

That is where the EyeX strategy fits into the $NRED / $NREDF story

AI-powered cameras and drones could help monitor remote terrain, field progress, leaks, security risks and changing physical conditions without constant human oversight

Nobody can promise that technology eliminates geological or permitting risk

But better visibility can reduce avoidable mistakes, improve response times and make complex projects easier to understand

That is a real competitive advantage in a lower-grade world

Not a signal, just a perspective
https://t.co/xALmU3SlJa