Carla Coleman

🏦 Family Office Analyst
Managing multi-asset portfolios
Long-term wealth growth
🚶 Hiking

[Carla Coleman @ciscosdodos]

The $72 billion digital mining market is growing at 7.8% annually. The AI segment inside it is growing at 10.7%. Here is how to become part of it

I keep coming back to this TAM, SAM size number and it puts NRED's roughly $58 million mcap in perspective. The digital mining market is $72.47 billion this year, heading to $105.60 billion by 2031. The AI and analytics segment is the fastest-growing part at 10.7% CAGR.

NRED is valued at about 0.08% of this year's digital mining market. That doesn't mean it should be valued at 1% or even 0.5%. But it does mean the market is assigning extremely low value to the technology stack (for now). MetalCore got 4m records and full 1k waitlist of registered users. The EyeX evaluation is ongoing. There's a non-provisional US patent filed. Yet the valuation looks like pure copper exploration with no software optionality.

Most mining software companies trade on revenue multiples. If MetalCore ever generates even $1 million in annual recurring revenue, applying a conservative 10x SaaS multiple gets you to $10 million in only technology value. That's 17% of NRED's current cap. The optionality is there, but the market isn't pricing it yet due to small exposure.

The macro tailwind is real. Mining companies are spending more on AI and analytics every year, and NRED is one of the few juniors actually building proprietary tech in that space. I think we might be looking at the copper and missing the software side entirely

I spot, you execute

$OPEN $NVDA $AAPL

[Carla Coleman @ciscosdodos]

Damn, this one looks boring at first glance, but the details are not boring at all.

Copper juniors rarely come with a tech angle like MetalCore. What am I missing?

#BB28 #jonita #Rashmer #OOTT #TejRan

[Carla Coleman @ciscosdodos]

The $72 billion digital mining market is growing at 7.8% annually. The AI segment inside it is growing at 10.7%. Here is how to become part of it

I keep coming back to this TAM, SAM size number and it puts NRED's roughly $58 million mcap in perspective. The digital mining market is $72.47 billion this year, heading to $105.60 billion by 2031. The AI and analytics segment is the fastest-growing part at 10.7% CAGR.

NRED is valued at about 0.08% of this year's digital mining market. That doesn't mean it should be valued at 1% or even 0.5%. But it does mean the market is assigning extremely low value to the technology stack (for now). MetalCore got 4m records and full 1k waitlist of registered users. The EyeX evaluation is ongoing. There's a non-provisional US patent filed. Yet the valuation looks like pure copper exploration with no software optionality.

Most mining software companies trade on revenue multiples. If MetalCore ever generates even $1 million in annual recurring revenue, applying a conservative 10x SaaS multiple gets you to $10 million in only technology value. That's 17% of NRED's current cap. The optionality is there, but the market isn't pricing it yet due to small exposure.

The macro tailwind is real. Mining companies are spending more on AI and analytics every year, and NRED is one of the few juniors actually building proprietary tech in that space. I think we might be looking at the copper and missing the software side entirely

I spot, you execute

$OPEN $NVDA $AAPL

[Carla Coleman @ciscosdodos]

I almost missed this...

NRED’s setup got me curious, then the 4M+ records detail changed the way I look at the story. Is the market watching the wrong metric?

#ENGARG #NationalHotDogDay #jonitaJPM COIN SMCI QQQ MSTR

[Carla Coleman @ciscosdodos]

The $72 billion digital mining market is growing at 7.8% annually. The AI segment inside it is growing at 10.7%. Here is how to become part of it

I keep coming back to this TAM, SAM size number and it puts NRED's roughly $58 million mcap in perspective. The digital mining market is $72.47 billion this year, heading to $105.60 billion by 2031. The AI and analytics segment is the fastest-growing part at 10.7% CAGR.

NRED is valued at about 0.08% of this year's digital mining market. That doesn't mean it should be valued at 1% or even 0.5%. But it does mean the market is assigning extremely low value to the technology stack (for now). MetalCore got 4m records and full 1k waitlist of registered users. The EyeX evaluation is ongoing. There's a non-provisional US patent filed. Yet the valuation looks like pure copper exploration with no software optionality.

Most mining software companies trade on revenue multiples. If MetalCore ever generates even $1 million in annual recurring revenue, applying a conservative 10x SaaS multiple gets you to $10 million in only technology value. That's 17% of NRED's current cap. The optionality is there, but the market isn't pricing it yet due to small exposure.

The macro tailwind is real. Mining companies are spending more on AI and analytics every year, and NRED is one of the few juniors actually building proprietary tech in that space. I think we might be looking at the copper and missing the software side entirely

I spot, you execute

$OPEN $NVDA $AAPL

[Carla Coleman @ciscosdodos]

HOLY SH*T... NRED’s $58M market cap vs a $72.47B digital mining market is the mismatch I can’t ignore.

The market may still be valuing the copper story while missing another layer

$NVR
#GranHermano #MOMSON TSLA NVDA OPEN

[Carla Coleman @ciscosdodos]

The $72 billion digital mining market is growing at 7.8% annually. The AI segment inside it is growing at 10.7%. Here is how to become part of it

I keep coming back to this TAM, SAM size number and it puts NRED's roughly $58 million mcap in perspective. The digital mining market is $72.47 billion this year, heading to $105.60 billion by 2031. The AI and analytics segment is the fastest-growing part at 10.7% CAGR.

NRED is valued at about 0.08% of this year's digital mining market. That doesn't mean it should be valued at 1% or even 0.5%. But it does mean the market is assigning extremely low value to the technology stack (for now). MetalCore got 4m records and full 1k waitlist of registered users. The EyeX evaluation is ongoing. There's a non-provisional US patent filed. Yet the valuation looks like pure copper exploration with no software optionality.

Most mining software companies trade on revenue multiples. If MetalCore ever generates even $1 million in annual recurring revenue, applying a conservative 10x SaaS multiple gets you to $10 million in only technology value. That's 17% of NRED's current cap. The optionality is there, but the market isn't pricing it yet due to small exposure.

The macro tailwind is real. Mining companies are spending more on AI and analytics every year, and NRED is one of the few juniors actually building proprietary tech in that space. I think we might be looking at the copper and missing the software side entirely

I spot, you execute

$OPEN $NVDA $AAPL

[seeco @seeconvm]

Someone turned an idle Claude subscription into a 24/7 AI operations system.

76 scheduled tasks.

12 specialist agents.

$0 in additional monthly costs.

Morning reports write themselves.

Research lands in the vault overnight.

Standups are drafted before Slack even opens.

The interesting part isn't the agents.

It's that the subscription was already sitting there unused.

Most people use AI when they sit down at their desk.

A small group is building systems that keep working after they log off.

Same subscription.

Completely different outcome.

Bookmark this before AI shifts from chat tools to infrastructure.

[Garbage Human @GarbageHuman24]

2025 version Updated 2026 version

[Hoodville @Hoodville_]

pov: the ride home after cracking fine shytt for the first time

[Carla Coleman @ciscosdodos]

Copper demand is accelerating faster than new mines can be built

Early exploration stories could become more important in this cycle

NRED

#BB28 #WWERaw #TejRan COIN AMD PCLA ADTX

[Carla Coleman @ciscosdodos]

Copper at $14,000+/t is not just a price move

It reflects a bigger battle for future supply, and explorers are becoming more relevant. NRED

#Miami #TejRan #HOTDTSLA AMZN GOOGL AVGO TSM

[Wimar.X @DefiWimar]

The most overvalued market in 100 years.

Retail is still buying like nothing is wrong.

100 out of 100 years showed the same thing:

This pattern has NEVER failed.

The S&P 500 is already following it.

��� Dot-com bubble
→ Housing bubble
→ AI bubble

And SpaceX is the final liquidity event before it all breaks.

[Oguz Erkan @oguzerkan]

I sold my $ASML position around $1,200 per share earlier this year.

I am a firm believer of holding exceptional assets forever, and I generally don’t exit an exceptional company just because the stock is overvalued.

But at the time, it seemed the stock had already priced even the most optimistic assumptions.

Today it delivered an exceptional quarter, beating all the optimistic estimates and the stock is at $1,860 pre-market, 50% higher than my exit price.

Another reminder to hold onto exceptional companies even when they look very optimistically priced.

They don’t just beat expectations, but tend to beat even the most optimistic expectations. This is why they are exceptional.

Hold onto the exceptional assets even though the prices look high.

[Ulun @gmulun]

🚨 THE NEXT S&P 500 TRAP IS ALMOST COMPLETE

SPX keeps printing new all-time highs.

Most people see strength.

I see the same setup that appeared before the last major correction.

Look at the chart.

2025 gave us the first fakeout.

2026 is building the second.

Both pulled buyers in right before the market turned lower.

My roadmap hasn't changed:

7,500 → 7,800 → 6,900 → 6,300

The higher we go, the more convinced the crowd becomes.

That's usually when the risk is the greatest.

I called the $16K BTC bottom and the 2025 top before they happened.

The next major market update is getting close.

Turn on notifications.

[Aristotle Investments @aristotlegrowth]

POV: turning $8k into $70k IN A MONTH and calling out every trade TRANSPARENTLY‼️

Commment “trade” to get our signals for 1 week FREE‼️

PS can your mentor show this? If not you’re in the wrong community.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Micron, $MU, extends losses to -10% on the day as the selloff in memory stocks gains momentum.

The stock has now erased $110 billion in market cap today.

[Carla Coleman @ciscosdodos]

Copper bulls got another signal from Chile: output down 13.8% YoY, manufacturing weak too. I’m watching $NREDF because Wilmac adds 16,078 ha in BC and a tech angle through MetalCore AI. NFA.

$LFS $PCLA $QTEX

[Carla Coleman @ciscosdodos]

I like $NREDF here because this is not just another advisor bio. 60+ countries served, 75+ countries traveled, Bush White House recognition and $1B+ finance history adds serious credibility to the NovaRed story.

$AKTX $BIYA $LFS

[Carla Coleman @ciscosdodos]

NovaRed Mining Inc CSE: $NRED is quietly tightening the technical story. Wilmac now has integrated 3DIP/AMT interpretation from 7 lines with 300 m spacing, backed by copper from 200 ppm to 1.670% and a 0.639% average. Clean setup for target refinement.

$TSLA $CRM

[Carla Coleman @ciscosdodos]

$NRED is the type of small-cap setup where one serious operator can change perception. Kostenski brings decades of equipment and finance experience. If the market wakes up, C$3.25 median and C$4.95 high targets matter.

$AKTX $BIYA $AAPL

[Carla Coleman @ciscosdodos]

$NREDF is combining mineral exploration with mineral data evaluation. That matters. Wilmac brings 16,078 ha, twin intrusive centres and pipe-like targets, while MetalCore adds AI scoring for what may be hidden underground. NFA.

$QTEX $AKTX $AAPL

[Carla Coleman @ciscosdodos]

NovaRed Mining Inc is showing huge potential - 39,726 acres, 1,125 ppm Cu, deep targets 1,500m. MetalCore AI adds major leverage to updates. PT >5 CAD. NFA.

$SPLC $BA $LUV $TXN

[Carla Coleman @ciscosdodos]

Watching NovaRed Mining Inc closely - 26-year intel advisor + 30+ year resource vet backing it. 2026 program underway with AI-assisted workflows. Could hit PT 4+ CAD fast.

$SPLC $NRED $TSLA $NREDF