Diana Scott

Dedicated to understanding E-commerce cycles. Macro observer. Wine tasting.

[Diana Scott @johnescorpion87]

DEVELOPING: Gold hits resistance at the 200-day MA, but the long-term trend is supported by central bank buying. A breakout could push prices higher. NovaRed, with its copper-gold exploration, is positioned to benefit.

#Gold #Stocks $NRED

[Diana Scott @johnescorpion87]

The grade gap is pretty striking, but surface grab samples and actual reserve estimates are two different worlds. Still, it’s a good sign for early exploration if the material is that rich at the top.

#MarketNews #StockAnalysis

$META

[Zeke Montgomery @RahulR52655179]

THE GRADE COMPARISON NEEDS CONTEXT. $NRED's 1.67% Wilmac grab is ~6.5x Copper Mountain's 0.256% reserve grade; the nine-grab 0.639% average is ~2.5x. Grabs cannot be equated with reserves, but they confirm copper-rich material at surface. #stockmarket

[Diana Scott @johnescorpion87]

@reformedbroker love that phrase, sounds so intense haha

[Diana Scott @johnescorpion87]

Interesting framing, but Jensen's own success depends on selling shovels to everyone in that race. Musk having an edge in data doesn't mean he wins the whole thing—it just means he's got a unique moat for now.

#Finance #ValueInvesting

$RIOT

[Folly🚀 @follyweb]

BREAKING: NVIDIA's Jensen Huang named who's winning the AI race - OpenAI? Google? No.

Elon Musk.

His reasoning wasn't personality. It was infrastructure math.

Tesla's AI factory is stacked with NVIDIA hardware
Tesla's road fleet = the largest real-world data collection system on Earth
Musk owns the 3 verticals ("cognitive intelligence, autonomy, robotics")
"Collecting world data is very expensive. Elon has a great advantage."

Everyone else is renting compute and buying data. Musk built both from scratch.

The next 5 years reward whoever owns the pipeline - not whoever ships the best benchmark. 👇

Now map that to mining. Copper just hit record highs. The easy ore is gone. Everyone is renting drills and buying data.

Most juniors don't own exploration tech. They rent drillers, buy geologists, and hope.

Then there's NovaRed Mining $NRED.

They didn't rent. They built MetalCore - their own AI platform that scans ground and identifies minerals without drilling.

It's the same logic as Musk:

Everyone else buys geological data → NovaRed owns the dataset
Everyone else rents exploration tech → NovaRed owns the platform
Everyone else drills blind → NovaRed scans first, drills only where the math says copper is
It's a SpaceX structure. They don't borrow a rocket — they own the whole stack: the tech, the data, the edge.

Copper supercycle + founders who own their own weapon.

The reward goes to whoever owns the pipeline — not whoever owns the biggest drill fleet.

Miners with their own tech beats miners just paying for drills. 🚀

[Houston OGLand @talltexanrealty]

@RoyLMattox Just tell us what to buy so we can short!

[Diana Scott @johnescorpion87]

A perfect alignment of earth sciences pointing to one clear story—strong surface signals meeting deep geophysics. Could be the setup for something significant. 🔍

#teenageer #nolimits

$GS

[ChartHawk @EdwardHarr89586]

GEOLOGY, GEOCHEMISTRY AND GEOPHYSICS ARE FINALLY POINTING IN THE SAME DIRECTION AT $NRED.CN.

At surface, Wilmac has copper results up to 1.67%, gold up to about 0.0126 oz per short ton, epidote alteration, AB-type porphyry veins and mineralized stockwork.

Below surface, IP and AMT are interpreted to outline multiple targets, including pipe-like and cupola-like features connected to deeper intrusive sources. Regionally, a large magnetic anomaly is interpreted as a fault-segmented composite intrusive complex.

Any one dataset can mislead an explorer. The bullish signal is the convergence of independent datasets across different depths and locations. NRED now has a coherent model that can be tested target by target instead of drilling a vague regional anomaly

[Diana Scott @johnescorpion87]

Those grades next to Copper Mountain are getting hard to ignore. Even a couple solid drill holes there could change the whole narrative.

#Stocks #Trading

$META

[Levi Scott @LisaCrossILY]

1.67% Cu Made Me Stop Scrolling

Okay this is probably the number everyone is gonna notice from today's NRED news.

Wilmac trench samples returned up to 1.67% Cu + 0.433 g/t Au, while 9 grab samples averaged 0.639% Cu. And this is coming from a project sitting only about 6.2 miles from Hudbay's producing Copper Mountain mine.

For some perspective, Copper Mountain currently has roughly 345 Mt of proven + probable reserves grading 0.26% Cu + 0.12 g/t Au. That makes NRED's 1.67% Cu headline number about 6.4x the copper grade, although obviously a trench grab sample and a mine-wide reserve grade are VERY different things and shouldn't be treated as apples to apples.

What gets me more bullish is everything around that number. NRED now has interpreted targets roughly 650-1,800 ft below surface, 2 interpreted parent magmas, multiple pipe/cupola-shaped features, porphyry-style veining + stockwork, and AMT that has already looked roughly 4,900 ft deep.

So yeah, 1.67% Cu is the number that gets clicks.

I'm way more interested in the question it creates:

what the hell is sitting underneath it?

That's what the deeper exploration is gonna have to answer

[Diana Scott @johnescorpion87]

The market usually wants drill results. NRED is still building the target map.

NRED has outlined multiple interpreted porphyry-style targets at Wilmac. I would rather watch the target quality improve than chase a flashy headline with no geology.

#momsonn #teenageer $META

[Diana Scott @johnescorpion87]

Mining stories get more interesting when history backs the geology. NRED present area includes a placer that produced 3,459g of gold, plus reported platinum. That’s over a century of evidence before today’s exploration program.

#momson #GranHermano
$CVX

[Dante Mason @ricardo62982184]

NRED's ground has a mineral history stretching back generations.

At Whipsaw Creek, placer mining from 1887–1935 recovered 3,459g of gold - about 111 oz - with platinum also reported. Lamont Creek was another documented gold placer in the early 1900s

Even deeper, the Similkameen Valley has thousands of years of Indigenous mineral extraction, with archaeological evidence dating back ~4,000 years

Past production doesn’t prove a major deposit - but it does prove this region has been producing real minerals for a very long time. For NRED, that history makes Wilmac even more interesting

$NVDA $TSLA $AAPL

[Diana Scott @johnescorpion87]

US Canada mineral security could become a major market theme.

$NRED gives an early-stage BC copper angle through Wilmac. Worth watching before the crowd arrives.

$HOOD $TECK #Copper #Mining

[TrendSpider @TrendSpider]

$ACHR sitting at the bottom of the 4 year channel with earnings on deck tomorrow after close

[Diana Scott @johnescorpion87]

the key takeaway for me is simple: North America needs more secure mineral supply, and that makes copper exploration a lot more relevant

$ORCL #teenageer #TejRan

[TradePulse @TradePulse2]

THE CANADA–US CRITICAL MINERALS STORY IS GETTING MORE IMPORTANT, AND NRED IS RIGHT IN THE MIDDLE OF IT

What stood out to me from the Canada–US trade discussion is that critical minerals are no longer being treated like a side issue

They’re becoming part of the bigger conversation around trade, tariffs, domestic supply chains and strategic resources

That matters because North America wants more control over the minerals it needs, while copper demand is still moving in the opposite direction of supply

Global copper demand is projected to rise from about 28.3Mt in 2025 to 42.4Mt by 2040, with a potential supply gap of roughly 10.1Mt per year

And new mines can take around 17 years to move from discovery to production

That’s why I keep coming back to NRED

NovaRed controls roughly 16,078 hectares at the Wilmac Copper-Gold Project in British Columbia and has been identifying multiple potential porphyry targets across the property

The timing is what interests me most

Canada and the US are talking more seriously about critical minerals at the same time copper supply is becoming harder to replace quickly

For me, that makes early-stage North American copper projects a lot more interesting than they were a few years ago

[Diana Scott @johnescorpion87]

BUY THE DIP, WATCH THE 2026 FIELDWORK.

AI data centers, EVs and grids are adding pressure to copper demand. $NRED combines Canadian exploration with MetalCore AI targeting.

#MOMSON #SeductiveSunday $ASTS

[Diana Scott @johnescorpion87]

BUY THE DIP, WATCH THE 2026 FIELDWORK.

AI data centers, EVs and grids are adding pressure to copper demand. $NRED combines Canadian exploration with MetalCore AI targeting.

#MOMSON #SeductiveSunday $ASTS

[Diana Scott @johnescorpion87]

35+ TECH LEADERS JOINED NVIDIA, BUT AI STILL RUNS ON COPPER.

Copper demand may rise from 28M to 42M tonnes by 2040. $NRED links NVIDIA's AI buildout to new Canadian discovery through MetalCore AI. New supply cannot arrive overnight.

#MOMSON #Brickyard400 $XOM

[Diana Scott @johnescorpion87]

NRED IS BUILDING A DRILL-READY GEOLOGICAL FRAMEWORK.

The key number is 3: three independent porphyry copper-gold targets inside one 16,078-hectare project.

#MOMSON #Brickyard400 $SLV

[Abd’Hamid Balogun Oluwanishola 🎖️ @balo_stock]

@PGATOURComms @PGATOUR @DPWorldTour @asiantourgolf Okay sir 👌

[PGA TOUR Communications @PGATOURComms]

Today, the @PGATOUR, @DPWorldTour and @AsianTourgolf announced a new multi-year partnership designed to strengthen and better align the global golf ecosystem.

Through the PGA TOUR–DP World Tour Strategic Alliance, the organizations will work together to create new commercial and competitive opportunities, including enhanced pathways for leading Asian Tour players and greater collaboration across the international game.

More information: https://t.co/vp4MgCKQfA

[Diana Scott @johnescorpion87]

@Tesla nice, looks super convenient!

[Tesla @Tesla]

Q2 Shareholder Update → https://t.co/u0UcDOuMNa

Highlights
– Cybercab began production at Gigafactory Texas

– Tesla Semi remains on track for volume production this year at our new factory in Nevada

– Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase)

– Megafactory Texas is nearing completion (start of production planned for this year)

– More customers are now opting to subscribe to FSD at the time of vehicle purchase!

– Robotaxi rollout continued in the US. Now live in 7 major metros

– Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year

From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation.

We’ve never been more optimistic about the future.

Automotive
– Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania

– We launched the Model YL in the US in July and have seen a positive response from customers

Energy generation and storage
– Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production

– On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas

– Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit

Robotics
– Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon

– The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development

– Additionally, we continued site development at Gigafactory Texas with building construction now in full swing

AI Training Compute
– More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026

– Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year

Battery
– Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products

– Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y

Other Supporting Infrastructure
– Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year

AI Software
– Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware

This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness

AI Inference Compute
– Making progress on construction & equipment procurement for our semiconductor fab in Austin

Automotive and Other Software
– Rolled out Summer Release:
Self-Driving stats are now available in the mobile app

Grok can make phone calls, search & play music, and adjust climate controls, among other things

Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule

Robotaxi
– Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet

– Began offering employee rides in Cybercabs on our GFTX campus in July

– Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training

– Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July

FSD Supervised
– Record net new subscriptions in Q2

– Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions

– Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July