Wesley Pierce

Current holdings: $LLY, $NVO, $BMY | Pharma growth.

[Wesley Pierce @misaki__545]

interesting combination
#MOMSON #jonita #TejRaAI + copper is an interesting combination
#MOMSON #jonita #TejRan TSLA NVDA MSFT NRED TSLA NVDA MSFT NRED

[Wesley Pierce @misaki__545]

This is why exploration companies have become much more interesting to me.
#MOMSON #jonita #TejRan TSLA NVDA MSFT NRED

[Rayne Thatcher @thatrayn]

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

[Wesley Pierce @misaki__545]

esting approach. Better information usually leads to better decisionsInteresting approach. Better information usually leads to better decisions.
#MOMSON #jonita #TejRan TSLA NVDA MSFT NRED
#MOMSON #jonita #TejRan TSLA NVDA MSFT NRED

[Wesley Pierce @misaki__545]

Interesting approach. Better information usually leads to better decisions.
#MOMSON #jonita #TejRan TSLA NVDA MSFT NRED

[Raya Jarvis @ncmwf51137731]

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

$JPM $BULLCAT $SMCI $ITW $ELPW

[Wesley Pierce @misaki__545]

Still early, but buyers finally seem willing to step in
#MOMSON #jonita #TejRan TSLA NVDA MSFT NRED

[Wesley Pierce @misaki__545]

h just another copper exploration story
#MOMSON #jonita #TejRaThis feels like more than just another copper exploration story
#MOMSON #jonita #TejRan TSLA NVDA MSFT NRED TSLA NVDA MSFT NRED

[Wesley Pierce @misaki__545]

This feels like more than just another copper exploration story
#MOMSON #jonita #TejRan TSLA NVDA MSFT NRED

[Amelia Jones @ruth49893638423]

STOCK WITH DATA BEHIND THE COPPER STORY

What makes NRED interesting to me is that the story goes beyond owning mineral claims.

The company controls 39,726 acres and supports its exploration strategy with 4.1M+ geological records, 1.5M geochemical samples, 10 AI models, and 86 geoscience and data specialists. MetalCore has also attracted 920 early registrations.

That combination of physical assets, proprietary data, and technology is why I keep NRED on my watchlist

Not my bags, your call

$IWM $AMD $QQQ $GOOGL $UNH

[Wesley Pierce @misaki__545]

Production is falling while AI and electrification keep increasing demand. That imbalance could become a major catalyst for NRED.
#MOMSON #jonita #TejRan TSLA NVDA MSFT NRED

[John Harris @yLGQoqZZVoMQOPM]

Chile's copper production just fell 9%. What to do when world's largest producer is struggling.

Chile, which is responsible for about 23% of global copper supply, saw outout drop 9.04% year-over-year in March 2026. Codelco fell 10%. Escondida, the world's largest copper mine, dropped 15.75%. So Chilean mines are aging, ore grades are declining, and water and energy constraints are getting worse.

One more adjecent issue. sulfuric acid spot prices in Chile hit roughly $400 per tonne, double the cost for mines that self-supply. China halted sulfuric acid expots in May 2026. That's a critical reagent for copper ore processing, and the shortage affects roughly 15% of global copprr production

We just went from tight supply to one that is actively deteriorating at the same time that AI data centers are creating a new demand category. This is the structural deficit everyone keeps talking about, and it's showing up in the actual production numbers right now.

For junior explorers, this supply pressure is actually positive. The tighter the existing supply, the more valuable new discoveries become. But it also means the timeline pressure increases. If it takes 16 plus years to build a mine and existing supply is constrained by chemical shortages, mudslides, and declining grades, then the front end of the pipeline, finding quality targets faster, becomes even more critical.

Names to watch: Kodiak, Mogotes metals, Nоvаrеd Mining⁩м

I post, you decide

$PLTR $SMCI $HOOD $ELPW $FRMI

[Wesley Pierce @misaki__545]

g price action more than predictions. Right now NRED looks constructive and thatI'm watching price action more than predictions. Right now NRED looks constructive and that's all I need.
#MOMSON #jonita #TejRan TSLA NVDA MSFT NREDs all I need.
#MOMSON #jonita #TejRan TSLA NVDA MSFT NRED

[Wesley Pierce @misaki__545]

Stock charts don't always stay quiet for long. NRED looks like it's preparing for a bigger move.
#MOMSON #jonita #TejRan TSLA NVDA MSFT NRED

[Rodger Eustolia @Rodgerqsth]

TRADING SETUP IS TURNING STRONGLY BULLISH

At C$0.68, NRED still looks undervalued relative to its previous trading range.
I’m watching for a clean move through C$0.75, which could accelerate momentum toward C$0.90. If that breakout holds, I believe the next major price destination could be around C$1.30.

Trade at your own risk. This is just my take, not a recommendation.

$INTC $BBD $AAPL

[Wesley Pierce @misaki__545]

is falling while AI and electrification keep increasing demand. That imbalance could become a major catalyst for NREDProduction is falling while AI and electrification keep increasing demand. That imbalance could become a major catalyst for NRED.
#MOMSON #jonita #TejRan TSLA NVDA MSFT NRED
#MOMSON #jonita #TejRan TSLA NVDA MSFT NRED

[Wesley Pierce @misaki__545]

that EyeX part is what caught my attention #jonita #sstvi #TejRan $CJMB $GNGBY $BIYA $PHOE

[Alisa Moosley @smsmoaali]

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

[Wesley Pierce @misaki__545]

not your average copper story #BB28 #sstvi #MOMSON $GNGBY $TRVI $VEEE $NTRP

[Frederic Gruyelle @FGruyelle]

Copper Setup: NRED is starting to look less like a standard junior explorer and more like a mining technology platform.

The company is advancing 39,726 acres, 3 drill-ready targets and MetalCore AI while evaluating a potential interest in EyeX computer-vision technology.

I like seeing management build several possible catalysts before the market fully understands the strategy.

That’s why I’m watching NRED.

$IBM #TejRan $CPSH #momson $ERO

[Wesley Pierce @misaki__545]

feels like the market is starting to price in future shortages #BB28 #sstvi #MOMSON $GNGBY $TRVI $VEEE $NTRP

[Ann @Ann49665963]

COPPER'S LONG-TERM OUTLOOK JUST GOT EVEN STRONGER.

BMI expects structural supply deficits to support copper prices well into the next decade, with forecasts reaching $17,000 per tonne.

For companies like NRED, this is the kind of macro environment investors want to see. Strong demand, limited supply and growing interest in new copper projects could create significant opportunities.

The recent addition of Kristi Noem as a strategic advisor adds another layer to the story, bringing high-level policy and government experience as the U.S. continues to prioritize domestic critical mineral supply chains.

$NRED continues to stand out as the long-term copper narrative gains momentum.

Not a recommendation, just my perspective.

$INTC $FRMI $NVDA

[Wesley Pierce @misaki__545]

@BedaKakuru48767 nice breakdown, i usually trade the momentum window at 9:30am

[Wesley Pierce @misaki__545]

interesting way to think about the AI trade #BB28 #sstvi #MOMSON $GNGBY $TRVI $VEEE $NTRP

[Paul Canepa @PAOLOCanpa]

⁨A 1 GW AI factory uses 50,000 tonnes of copper. We're building 15 GW per year.

That scale changed how I think about copper demand. A single 1-gigawatt AI data center requires roughly 50,000 metric tons of copper.
Usage is wide,
- power distriburion
- cooling
-transformers
- cabling, and switchgear

The industry is currently building about 15 GW of AI capacity annually. That's 750,000 tonnes of new copper demand every year, just from data centers exclusively

For perspective, global copper mine production is around 23 million tonnes per year. So AI data centers alone are adding demand equivalent to roughly 3% of total global supply annually, and that's before counting the grid upgrades, transmission lines, and substations required to power them. Goldman Sachs says grid infrastructure will drive more than 60% of copper demand growth through 2030.

The copper market was already tight. AI just made it structural. This isn't cyclical construction demand that fades in a recession. This is strategic infrastructure that gets built regardless of economic cycles because it's tied to national competitiveness, energy security, and AI leadership or AI race how investors call it

For explorers, this changes the incentive price math. The marginal new mine needs higher copper prices to justify development. If AI keeps adding 750,000 tonnes of demand every year and major mines like Grasberg are at half capacity, the pressure on supply becomes relentless. This is where it's worth putting together an explorers watchlist. I already have one. NRED's Wilmac project sits in a proven copper-gold belt 1few miles from a producing mine. In a world where copper is becoming a strategic input for AI infrastructure, that location matters more than it did even just twp years ago.⁩

Not a call, just vibes

$MU $TSLA $NVDA $OPEN

[Wesley Pierce @misaki__545]

that's not a short term problem if the restart is really pushed back #BB28 #sstvi #MOMSON $GNGBY $GORO $TRVI $VEEE

[Kasehun Abrahem @AbrahemKasehun]

⁨📷⁩ ⁨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

[Wesley Pierce @misaki__545]

could be a fun one to follow if copper keeps running #GranHermano #BB28 #sstvi $GORO $SLND $PHOE $GNGBY

[Hamza @Hamza60606463]

Copper Trading: Copper continues trading above $6.30/lb, reflecting resilient demand despite broader market uncertainty. That's one of the reasons I continue accumulating NRED before the next major catalyst.

• Higher copper prices increase attention on companies exploring for future supply.
• Strong commodity markets can improve sector valuations.
• NRED has already completed years of technical work with 1.5M geochemical samples and 4.1M+ geological records.
• The company enters drilling with 3 priority targets, giving investors multiple opportunities for meaningful news flow.

My long-term target is C$2.95.
Opinions only, not a recommendation.

$AMCI $CGC $KYTX

[Wesley Pierce @misaki__545]

COPPER HELD NEAR THREE-WEEK HIGHS AT $6.32 PER POUND.

The important word is structural. This is not being framed as one temporary supply disruption. Aging mines, declining grades, long permitting timelines, and production challenges are colliding with rising demand from AI data centers, power grids, EVs, defense, and global electrification. The appeal of NRED is the combination of timing and optionality. NRED is advancing a sizeable British Columbia project while copper scarcity is becoming a major global theme. That creates a supportive environment for the company to build visibility.

Every successful step at Wilmac could carry more weight in a market increasingly focused on future copper supply

#WWERaw #NationalHotDogDay #jonita
MSTR UAL TSM FRMI SKHY

[Wesley Pierce @misaki__545]

@ClipurMediaCorp @greenytrades fingers crossed he nails it this time