SpaceX gets the hype. Copper gets the bill. $NRED / $NREDF is where I’m watching the early copper torque.
NFA
$AMD $TSLA #loveislandusa#TejRan#ElvishYadav
THE $2.1T SPACE STORY STILL RUNS THROUGH COPPER.
I’m watching the metal behind the hype.
SpaceX grabs the headline, but S&P Global sees copper demand moving from 28M tonnes in 2025 to 42M by 2040.
That is where $NRED / $NREDF gets interesting.
NovaRed controls 16,000+ hectares at Wilmac in BC, right as copper shortage fears keep growing.
AI, rockets, grids and data centers all need the same thing.
Copper.
NFA
🚨 HUGE SPACEX SHORT
The #1 trader now holds a $14.96 MILLION short on $SPCX. Entry $164.
The stock popped 19% on debut day. Since then, the smart money on Hyperliquid has been fading it.
Liquidation sits all the way up at $305.
This short isn't going anywhere.
WARNING: 🩸 SPACEX IS ABOUT TO REPEAT CISCO 2000.
In 1999, Cisco was the backbone of the internet.
Real company. Real revenue.
The most valuable company on Earth.
Then the bubble burst. Cisco crashed almost 90%.
Now SpaceX went public near $2 trillion.
"The backbone of the Space & AI Age."
The charts are completely different. The idea is identical: overvaluation.
Being right about the future doesn't make you right about the price.
201 mining claims. 4,153 acres. Historic Antimony King Mine. Add tokenization rails on top and the ASMI angle starts looking huge for $DVLT.
$AUID $APLD $ATPC $CRVS
What gets me interested in $DVLT is that the company already did $39.1M FY2025 revenue, but now it is also aiming at a macro wave measured in $24B today and $30T by 2034 through RWA tokenization infrastructure.
$MLEC $NVDA $APLD $SPY
Retail usually finds the story after the move, but I get interested when I see +1,362% revenue growth and ~78% gross margin sitting inside the same name, and that is $DVLT.
$SNDK $QQQ $AAPL $HOOD
One hook retail understands fast: Q4 revenue was $33.8M while full-year revenue was $39.1M. Read that twice. One quarter did almost all the lifting for $DVLT.