Mastre

$NVDA, $BX, $GS

When Wall Street funds the AI race expect acceleration.

[The Long Investor @TheLongInvest]

$ETH pop pop

[KawzInvests @KawzInvests]

$MRVL joins the S&P 500 on June 22. It is already up 75% in the past month before a single index fund has bought a share.

Matt Murphy on the Q1 call: "We are seeing exceptional AI-related bookings, and as a result, we are significantly raising Marvell's revenue outlook for both fiscal 2027 and fiscal 2028."

Q1 revenue came in at $2.418B, up 28% year-over-year. Q2 guided to $2.7B at the midpoint, 35% year-over-year growth. Operating cash flow hit a record $638M in a single quarter.

Marvell sits at the physical layer of AI infrastructure. It makes the 800G and 1.6T optical interconnects moving data between GPUs, the 51.2T Ethernet switches connecting clusters, and the custom XPUs being designed directly into hyperscaler next-generation architecture. Every dollar of hyperscaler capex this year flows through hardware that needs what Marvell builds.

June 1 it released the industry's first 102.4 Tbps switch purpose-built for AI data centers. Jensen called it the next trillion-dollar company at Computex. At $272B market cap today that implies more than 3x from here if he is right. $MRVL $NVDA $CIEN $AAOI

[BMSInvests @BMSInvests]

$ONDS

🇫🇷🤝 Airobotics @ Eurosatory 2026‼️

What a sick booth..

[Klarck @0xklarck]

🚨 $BTC IS CLOSING IN ON A MAJOR ACCUMULATION ZONE...

Every major BTC cycle runs same playbook - euphoric blow-off top, then a capitulation flush into macro bottom:

• 2013 ATH → 2015: -86.9%
• 2017 ATH → 2018: -84.1%
• 2021 ATH → 2022: -77.5%
• 2025 ATH → 2026: already -47% and bleeding...

Tune out noise & follow data - turn on notifs, I'll update

[ardizor 🧙‍♂️ @ardizor]

🚨 NEXT WEEK'S SCHEDULE IS INSANE

MONDAY → BOJ RATE DECISION
TUESDAY → U.S. GDP + FED LIQUIDITY
WEDNESDAY → FOMC RATE DECISION
THURSDAY → FED BALANCE SHEET
FRIDAY → U.S.–IRAN DEAL DEADLINE

MACRO, LIQUIDITY, AND GEOPOLITICS ALL COLLIDE IN ONE WEEK

EXPECT GIGA HIGH VOLATILITY

[RonnieV @TheRonnieVShow]

Over the last few years I've only called out 3 stocks as monster trade setups...

$FLNC +229%
$AMPX +137%
$DELL +70%

I think I just found the next one...🫴♥️

[Mastre @cris28_7]

$NRED just lit the tape, MetalCore AI with Wilmac copper is screaming optionality

$CLSK $RKT $QUBT
#BBMzansiS6 #BreakoutStocks #sstvi

[rodrigo frota @rodrigofrota4]

$NRED JUST GAVE THE MARKET A NEW REASON TO CARE

What if this is where the story shifts from copper explorer to AI-mining platform?

MetalCore expanded from ~305,669 records to 2.7M+

That is almost 9x more data behind the engine.

The stack now includes:

1.4M+ geochemical samples
799K+ mineral occurrence/deposit records
583K+ mining claim records
11K+ mineral properties

That is serious firepower for target screening, property comparison and prospectivity evaluation.

Now look at the tape:

$NREDF $1.10
+14.643%

This reaction makes sense

Wilmac gives $NRED / $NREDF the copper-gold exposure

MetalCore gives the AI intelligence layer

Copper + AI + active momentum

That is the setup
I see setups, you act

$MU $NVTS $MRVL

[Mastre @cris28_7]

$NRED blasting - MetalCore 2.7M+ records, Wilmac copper-gold lighting up, I’m dialed in

$NVDA $BTE
#xagusd #SpacexBitget #Tommavi

[Logan Mitchell @apoyabok]

THIS MOVE IS STARTING TO LOOK LIKE MORE THAN A ONE-TICKER REACTION

$NRED opened strong on the CSE

Now $NREDF is pushing on OTC:

$1.12
+15.46%

The reason is clear: MetalCore just scaled into a much larger AI-mining dataset

2.7M+ total records
1.4M+ geochemical samples
799K+ mineral occurrence records
583K+ mining claim records
11K+ mineral properties

That is the kind of news that can change how traders frame the company

Before: junior copper-gold explorer

Now: Wilmac copper exposure + AI-assisted mineral intelligence platform

My read: this catalyst has legs if volume keeps building

NovaRed Mining Inc

My bias, your call

$NFLX $HOOD $NVTS

[Chris Invests @cp_invests]

$ASTS Had a huge red day Friday. This looks a lot like we are entering a corrective ABC wave. If this marks the completion of "A" then we should make a higher low here. I currently hold a small position and my cost basis is right around current price. I may be looking to book profits and take another shot at lower prices.

[Mastre @cris28_7]

@cp_invests I agree

[Mastre @cris28_7]

MetalCore + Wilmac = NovaRed Mining Inc is building structured copper edge

$PLUG $CTM $MRVL
#SPCX69 #DadQuotes

[Luke Simmons @trungice150]

NovaRed Mining Inc IS QUIETLY BUILDING A DATA ADVANTAGE IN MINING

Most juniors talk about land

NovaRed is adding a mineral intelligence layer on top of the land

MetalCore now has:

2.7M+ total records
1.4M+ geochemical samples
799K+ occurrence/deposit records
583K+ mining claims
11K+ mineral properties

That is a serious jump from the previous ~305,669-record dataset

And the advisory board also received 130,000 options at C$1.70, exercisable for 2 years

I like seeing alignment while the platform scales

The setup is becoming clearer:

Wilmac - copper-gold exploration in BC

MetalCore - AI-driven target screening and prospectivity evaluation
$NRED / $NREDF - junior copper story with a technology layer

That is a stronger narrative than geology alone

Not advice, just vibes

$AAPL $GOOG $AMD

[Bodoxstocks @bodoxstocks]

$ONDS

🗣️ „Military drones will soon also be built in Brandenburg. The Israeli manufacturer ONDAS has recently founded the joint venture ONBERG together with printing press specialist Heidelberg. Still in this year the drone production in Brandenburg/Havel is supposed to start. At the ILA ONDAS is already represented with a trade fair booth. Prime Minister Dietmar Woidke (64, SPD) offered former troop training grounds in the state as test sites.“

[Echo Analysis @EchoAnalysis]

$ASTS Fear creates opportunity 👀

Price is approaching the 200DMA, 0.786 fib and trendline confluence.

Expecting support here before moving up to Wave 5.

Wave 5 target: 161% 🚀

[Mind Investor @mind1nvestor]

$NOW

The crowd is never right at the right time.

Price rejected exactly at the $138 level I outlined, and a new low is inevitable.

The bull thesis will play out eventually, I do not doubt that. But eventually and now are two very different things, and most people have never been good at telling them apart.

If the crowd were right, everyone would drive a Porsche.

[Mastre @cris28_7]

@mind1nvestor Exactly!

[Shay Boloor @StockSavvyShay]

HOW THE SPACE BIG 4 STACK UP

1. $SPCX (The Backbone of Orbit)
• 3-year revenue CAGR 67% trading at 120x 2029 net income
• Handles ~90% of global payload mass to orbit with 10.3M Starlink subscribers across 160+ countries

2. $RKLB (Vertically Integrated Defense Prime)
• 3-year revenue CAGR 30% trading at 80x 2029 net income
• Second-most-launched US rocket operator with 50+ successful Electron flights & $2.2B contracted backlog

3. $ASTS (Tower in the Sky)
• 3-year revenue CAGR 156% trading at 11x 2029 net income
• Nearly 60 MNO partners covering 3B+ subscribers targeting ~45 BlueBird satellites in orbit by EOY

4. $PL (Eyes From Above)
• 3-year revenue CAGR 25% trading at 105x 2029 net income
• Daily imaging of Earth's entire landmass with a $900M backlog & 116% net dollar retention

[Mastre @cris28_7]

@StockSavvyShay Interesting

[Mastre @cris28_7]

This isn’t interesting geology anymore - it’s a stacked signal cluster forming under the surface

$T $PWR $CRWV
#USMNT #AEWDynamite #SpacexBitget

[Lauren Frey @LaurenFrey69012]

NovaRed Mining Inc IS STACKING THE RIGHT KIND OF COPPER SIGNALS

The latest Wilmac news is powerful because it points to a buried porphyry-style system, which is the kind of target model that can create serious junior mining torque

What stands out:

16,078 ha project scale
3 priority drill areas
9 Wilmac surface samples averaging 0.639% Cu
High samples of 1.235% Cu and 1.670% Cu
Re-examined core with 1,084 ppm Cu over 3.13m
Broader anomalous interval up to 26.83m

That is a real evidence stack

Copper in rocks
Copper in core
Geophysics
Alteration
Target ranking

This is why $NRED / $NREDF feels early, but increasingly structured

The story is moving toward the drill bit

That is where junior copper attention can get loud

This is just my FOMO-fueled opinion, not advice

$RKLB $CUPR $KEEL

[Mastre @cris28_7]

@MMatters22596 I agree

[McNallie Money @McnallieM]

Will we break $70 this week @IREN_Ltd ??? 🤔🤔🤔 $IREN