THE APPOINTMENT I CAN’T IGNORE | BREAKING: Kristi L. Noem joining $NRED as a strategic advisor immediately gave me another reason to follow the company.
She previously served as U.S. Secretary of Homeland Security, Governor of South Dakota, and a member of Congress. That background brings experience across national security, infrastructure, economic development, energy and public-private coordination.
For a company advancing North American critical minerals, those connections and perspectives could become strategically valuable.
Add 39,726 acres, 3 priority drill targets and 4.1M+ MetalCore records, and NRED becomes much harder for me to overlook
$SOUN $TEM $HIMS $CRWV
COPPER BREAKOUT IS ONLY GETTING STARTED
I'm staying bullish on NRED because I believe C$0.68 is just the beginning of a much larger move.
Today's strength confirms that buyers are stepping back in, and I think the next push toward C$0.85 is only a matter of time. Once that level is cleared, I expect momentum to accelerate toward C$1.05.
My longer-term target remains C$1.50, and I'm happy accumulating before that happens.
This is just my opinion, not advice.
$PLUG $RIG $QXO
BREAKING: NRED IS BUILDING A NEW UPSIDE TREND
The current C$0.68 level looks like a starting point rather than the final destination.
A push above C$0.72 could bring C$0.88 into focus, while continued momentum may carry the stock toward C$1.10.
My bullish projection for the larger move sits near C$1.50.
Please do your own due diligence before acting.
$META $NOK $ONDS
$310 BILLION WILL BE NEEDED TO MEET FUTURE COPPER DEMAND.
The IEA says the copper supply outlook has worsened considerably, while analysts still expect structural deficits over the next decade.
That's exactly why I'm watching $NRED. In a supply-constrained world, new copper discoveries matter more than ever.
NRED is building its exploration strategy with MetalCore, an AI platform powered by 10 mineral-system-specific AI models and supported by 86 geoscience and data science specialists.
The company has also expanded its AI database to 2.7 million records, including 1.4 million geochemical samples, while the recent addition of Kristi Noem as Strategic Advisor brings high-level government and critical minerals expertise to the team.
As the race for new copper discoveries accelerates, NRED is positioning itself for what could become one of the decade's biggest resource themes.
I watch charts, you click buttons
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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
AI ISN'T JUST DRIVING COPPER DEMAND. IT'S CHANGING HOW COPPER IS FOUND.
That's one of the reasons $NRED stands out to me.
The company is developing MetalCore, an AI-powered exploration platform built around 10 mineral-system-specific AI models and supported by 86 geoscience and data science specialists.
Its database has grown to 2.7 million exploration records, including 1.4 million geochemical samples, giving the AI more data to identify promising targets.
Add Kristi Noem as Strategic Advisor, bringing experience in government and critical minerals, and NRED is positioning itself at the intersection of AI, copper, and resource security as the race for new discoveries continues.
Everyone talks about the coming copper shortage. Few are talking about the technology that could help solve it.
$NRED is combining both.
Through MetalCore, the company is leveraging 10 mineral-system-specific AI models, backed by 86 geoscience and data science specialists, to improve how new copper targets are identified.
The platform now includes 2.7 million exploration records, including 1.4 million geochemical samples, creating one of the industry's most comprehensive AI-driven datasets.
The recent addition of Kristi Noem as Strategic Advisor further strengthens the company's leadership as critical minerals become an increasing strategic priority.
As global demand for copper accelerates, NRED is positioning itself at the intersection of AI, critical minerals, and the next generation of copper discoveries.
Why copper is becoming "strategic copper" instead of just "Dr. Copper."
For decades, copper was called "Dr. Copper" because its price tracked the global economic cycle. Construction up, copper up. Recession, copper down. That relationship is breaking. Good or bad? Niether, just different now.
Copper demand is increasingly tied to strategic sectors that are less sensitive to economic slowdowns: power grid infrastructure, AI data centers, EV charging networks, defense spending, and energy security. Saxo Bank put it well: copper is moving from "Dr. Copper" to "strategic copper." Governments and corporations are stockpiling. The US is considering a 25% tariff on refined copper imports. China is half of global demand and building grid infrastructure regardless of property sector weakness.
This shift matters for explorers because it changes the incentive price logic. In a cyclical market, high prices eventually destroy demand. In a strategic market, high prices get paid because the alternative is worse. Copper at $6.18/lb might look expensive historically, but if the marginal new mine needs $9/lb to be viable, then $6 is actually below the long-term clearing price.
For junior miners and NRED specifically, this means the Wilmac project economics look very different at $6 copper than they did at $3. The Quesnel porphyry belt already hosts a producing mine 6 miles away. If copper stays in this strategic demand regime, the district-scale potential is far more than nerdy theory. It is now asset that major players actually need to stay ahead in the game
Opinions expressed here are my own.
$NU $MARA $INTC
COPPER EXPLORATION BUILT FOR THE FUTURE
I follow NRED because it combines traditional fieldwork with modern exploration technology.
The company reviewed 57 years of historical data, compiled 4.1M+ geological records, and developed MetalCore with 10 mineral-system-specific AI models. At Wilmac, it controls 39,726 acres and has 3 drill-ready targets supported by extensive geophysical work.
As copper becomes harder to discover, I believe better data could lead to better exploration decisions
My bias, your risk
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TRADING SIGNAL : I’m not treating the EyeX standstill agreement as a completed acquisition, but I am treating it as an important signal.
NRED is exploring technology that could monitor remote sites, detect environmental risks, improve security and track field activity.
Combined with 4.1M+ geological records and 3 priority drill targets, this gives me more than one reason to keep the stock on my screen.
Personal opinion, not investment guidance.
$SOC #Rashmer $BP #teenagee $RGC
📷 Grasberg just lost 591,000 tonnes of copper. That's more than Collahuasi's entire annual output.
The world's second-largest copper mine is running at 40-50% capacity after a fatal mudslide last September. Full restart got pushed to early 2028, a FULL YEAR later than originally planned. Benchmark Mineral Intelligence estimates 591,000 tonnes of lost output through end of 2026. For context, that's more than the entire annual production of Collahuasi, the world's third-largest copper mine.
When a single disruption exceeds another giant mine's yearly output, you start to understand how fragile global copper supply actually is. Grasberg produces roughly 4% of global copper supply. Having it at half capacity for two years is not a minor hiccup. That is in fact a huge structural hole in the market that no amount of price signaling can fix, end even more so fix quickly.
This is why I keep coming back to the exploration side. New mines take 16+ years from discovery to production. Grasberg's restart is pushed to 2028. Chilean output is falling. The supply constraints are real, measurable, and getting worse. The only variable that can actually compress is the front end of the pipeline, finding quality targets faster and making better early-stage decisions.
NRED's Wilmac project sits 6 miles west from a producing mine in the Quesnel porphyry belt. It's not Grasberg. It's not even in production. But in a market where 591,000 tonnes can disappear from one mudslide, every viable discovery in a proven belt becomes more valuable. The drill bit still decides everything. But the macro pressure to find new copper is relentless, and the timeline to replace lost supply is not on our side.
$MU $GMM $IVN
COPPER SET AN ALL-TIME HIGH ABOVE $6.60 PER POUND IN JUNE.
A future deficit approaching 1.5 million tonnes annually would create a very different environment for copper projects. Investors, governments, and major producers could all place greater value on exploration companies capable of identifying the next generation of supply.
For NRED, a stronger long-term copper market can increase the importance of every operational milestone. Permitting, geophysics, target refinement, fieldwork, and eventual drilling could all receive more investor attention in a market searching for future supply.
This is why I continue to view NRED as a positive multi-year copper exploration story
#ENGARG #NationalHotDogDay #WWERaw
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The Shootout.
Watch and listen to the full penalty shootout from Saturday’s Semifinal which set up the National Final right back here in two days.
#SalmonBayFC | #FeelTheCurrent
@AlgoAffe Kannst du bitte ein Video für die Unwissenden machen, wie du es schaffst sowas wie EOSE zu charten (das dürfte erst seit kurzem auf deinem Radsr sein, schätze ich?).
Guten Morgen :-)
The Wilmac project is still the foundation of NRED.
That is easy to forget when a Bloomberg headline focuses on Kristi Noem and U.S. critical-minerals policy.
The company can build the best advisory board in the sector, but drilling remains the cleanest path to proving value.
The interesting part is that NovaRed now has several supporting angles around the project:
AI target generation.
U.S. policy access.
Potential expansion.
Future copper demand.
If the geology works, those additional pieces become much more valuable.
#NationalHotDogDay #TejRan #jonita
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Guys, what if the article is really showing us where the sector is heading?
Mining companies may need more than good ground.
They may also need policy access, technology, and a clear end market.
Kristi Noem’s role with $NRED checks one box.
Wilmac and MetalCore check others.
The question is whether NovaRed can connect all those pieces into one working model.
#NationalHotDogDay #tommavi #HOTD
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Let me tell you what most people are missing about $NRED / $NREDF.
The real bottleneck in mining is not finding interesting geology.
It is deciding where to spend limited exploration capital.
Every survey costs money.
Every drill target carries risk.
Every bad decision burns time.
That is why MetalCore matters.
A platform capable of organizing millions of geological records may help users narrow the search before committing serious capital.
It does not guarantee a discovery.
But better preparation can improve the quality of the questions being asked.
Most people see “AI mining platform.”
I see an attempt to solve one of exploration’s most expensive problems.
High risk. NFA.
#7e #arrow #Sismo #solid #timeline
$SOFI $SPCX $MU $GLW $AZI
Let the weak hands fold.
I’m not moving.
Buy the dip.
$NRED / $NREDF still gives me exposure to one of the strongest combinations in the market:
A strategic metal.
Explosive power demand from AI.
Massive pressure to modernize grids.
A growing focus on critical-mineral supply.
A technology platform through MetalCore.
That does not guarantee success.
It does mean the upside case remains alive while the market is distracted by temporary weakness.
I’m not waiting for social media to turn bullish again.
I’m buying while conviction is being tested.
Buy the dip. Stay dangerous.
$NRED / $NREDF HODL.
High risk. NFA.
#collapsibleSearch #PeachAndMeSeries #Sismo #9ca3af #PMSLive
$PATH $ONDS $MU $PLTR $NVTS