Kate Gilbert

Dedicated to understanding Cybersecurity cycles. Global macro explorer. Mechanical keyboards.

[Kate Gilbert @luisfelipe_02]

610 workstations is no joke. Real deployment, not just a roadmap. Watching how execution plays out here.

#brosis

$OXY $NEM

[Chef JJ Johnson @ChefJJ]

10 AIGC LABS + 610 WORKSTATIONS.

That’s the scope of $RYET recent YeeZo deployment.

Now Formind Group is putting YeeZo, Cogni AI, Smart Campus and HanLink under one international platform.

Execution is the next thing traders are watching.

[Kate Gilbert @luisfelipe_02]

Momentum looks real here, watching closely for the next leg up 📈

#bb28

$MU $LLY

[TradePulse @TradePulse2]

$RYET +8.66%

Ruanyun Edai pushed to $0.91 today as traders continue watching the company’s AI + education expansion

Recent catalysts include the ~$880K YeeZo deployment, 10 AIGC labs, 610 workstations and the new Formind Group strategy.

Momentum is back on the ticker

[Kate Gilbert @luisfelipe_02]

$880K single deployment is the tell. If those start stacking, this re-rates hard. Watching.

#candid

$LOW $QUBT

[TradePulse @TradePulse2]

$RYET reported FY2026 revenue of $7.48M, up 11.9% YoY

The company is expanding beyond traditional edtech into Smart Campus services, AI document intelligence through Cogni AI, and AI content workflows through YeeZo

One recent YeeZo deployment contract was valued at approximately $880K

Watching how these new business lines translate into future reported revenue

[Kate Gilbert @luisfelipe_02]

AI video creation has been one of my interests for a long time, and I was impressed when I came across @skazfilms. I really like the direction of the content.

#MrFanboyEP5 #AskFFT #AEWAllOut

[Kate Gilbert @luisfelipe_02]

@Real_RobN sounds like things are getting pretty intense out there

[Kate Gilbert @luisfelipe_02]

$NRED timing a copper exploration story right next to producing mines is exactly the setup that gets re-rated before the drills even turn.

#bb28

$NEM $OXY

[TradePulse @TradePulse2]

LOOK AT THE DISTRICT AROUND $NRED

Wilmac sits roughly 10 km west of Hudbay’s Copper Mountain Mine, which produced 23,784 tonnes of copper in 2025 and is targeting 25,000–35,000 tonnes in 2026.

Nearby, Kodiak Copper’s MPD project hosts 82.9Mt indicated @ 0.39% CuEq + 356.3Mt inferred @ 0.32% CuEq, and recent drilling hit 283.5m @ 0.70% CuEq, including 108m @ 1.02% CuEq.

That’s why location matters.

$NRED $NREDF is exploring inside a proven southern BC porphyry district where large copper systems

[Kate Gilbert @luisfelipe_02]

Bigger story than the market realizes. Multiple untested targets stacked on top of proven surface numbers is exactly how you find the real prize.

[manateerecords @manateerecords]

1.67% Cu at surface was already interesting.

Now $NRED.CN has identified multiple UNTESTED IP targets with stronger responses than the area carrying that copper mineralization.

Wilmac is starting to look less like a single target and more like a much bigger exploration story

[Kate Gilbert @luisfelipe_02]

billion in stablecoin volume and tokenization going mainstream. the rails are being built right in front of us

#bb28

$META $MARA

[Kate Gilbert @luisfelipe_02]

finally some regulatory tailwind for tokenization. AXG already knee deep with $52M live, not waiting around

[Kate Gilbert @luisfelipe_02]

@LACity sounds like a fun way to celebrate la’s big day!

[Kate Gilbert @luisfelipe_02]

@Perez1oj for sure, panama city's skyline is something else!

[Kate Gilbert @luisfelipe_02]

This is how you catch the next wave early. Right here watching it unfold 👀

#smno

$ARM $RIOT

[Kate Gilbert @luisfelipe_02]

@TapeReaderDP still no pr on the nasdaq uplisting? been holding my breath on this one tbh

[Kate Gilbert @luisfelipe_02]

$1.04B stablecoin + fiat volume, up 395% YoY. The payments rail is quietly becoming the main event. Watching.

#BBNaija

$RIOT $ONDS

[Kate Gilbert @luisfelipe_02]

@Bwall37 hope it hits 20 soon! fingers crossed

[Kate Gilbert @luisfelipe_02]

100+ MW by 2028 is no joke. Just need them to actually execute, keeping this one on my radar.

[Derek Thompson @DKThomp]

I don’t know that I entirely agree with this view by @benthompson but it is at least logically sound:

There’s no point is pacing global AI progress if China never agrees to coordinate, bc you’re sacrificing financially in the hopes of achieving global AI safety gains that are irrelevant and futile in a world of globally traded Chinese open weight models with frontier-esque capabilities.

Where I want to see better evidence: What’s the clearest signal that CCP isn’t open to coordinating on specific guardrails and red lines, such as bio risk, cyber risk, and RSI?

[Kate Gilbert @luisfelipe_02]

Yeah this is how real ecosystems get built, stack the revenue lines and let it compound

#ometv

$CFG $NOW