THE $14T NUMBER IS WHY TOKENIZATION DESERVES ATTENTION. The AXG thesis gets more interesting if institutions keep moving real-world assets on-chain. Treasuries, private credit and funds are expected to be among the major tokenization categories.
$AMZN $TSLA $ORCL
Tokenization is moving deeper into real finance as bonds, funds and RWAs shift on-chain. $AXG is positioning around that trend through tokenized assets, stablecoins and digital-finance infrastructure.
Still speculative, but the market opportunity is getting hard to ignore
AXG is widening its exposure to advanced financial technology. Quantum makes this stand out from a typical fintech headline. AlloyX HK is exploring advanced computing with EvolveQ across finance, trading and digital infrastructure.
$NFLX $ARM $SNOW
A Hong Kong court convicted Dow Jones, the publisher of the Wall Street Journal, of attempting to block a former reporter from becoming the head of a press union, but cleared it of unlawfully firing her. https://t.co/oWXADm0Ses
AXG is sitting right where I pay the most attention.
After a long pullback, $AXG is holding around $2.17, right above support near the 52-week low ($1.90). If buyers keep stepping in, the next technical level to watch is around $2.80โ2.90, which would represent roughly a 30% move from current levels.
With the AI, quantum computing, tokenization and digital finance narrative continuing to build, AXG remains one of the more interesting Nasdaq small caps on my radar
Sunday. Market closed. Most people are switched off
Iโm doing the opposite - reviewing my watchlist and already preparing my order for EONE before Monday.
~C$4.1M basic market cap
58.54M shares outstanding
~50,000 t/y planned magnesium demonstration scale
Potential expansion toward 100,000 t/y
US$1.67M Columbia University research program
Pathway to earn up to 96% of Stone to H2
Natural hydrogen. Magnesium. Critical minerals. North American supply-chain exposure
The market may be closed today, but preparation never is
Sunday is for plannin Monday is for execution
$AAPL $TSLA $AMD
SUNDAY MODE: MARKET CLOSED, BUT MY NRED ORDER IS ALREADY READY
Iโm using the weekend to plan my next move in NRED. Iโm already holding, and if I get the entry I want, Iโm adding more before the new week starts
Why? Wilmac gives NRED 16,078 hectares / ~39,729 acres in B.C.โs Quesnel belt, historical copper has reached 1.67% Cu, and the company has already built a much deeper target map with 23 potassium anomalies, 18 structural corridors, 926 soil samples and three priority targets
Add the ~42-hectare chargeability target around 300m depth and a potential 350โ400m drill concept, and for me the biggest catalyst is still ahead.
Weekend is for planning. Monday is for execution. Iโd rather have my order waiting before the next move begins
$BHP $TECK $TSLA
AI agents plus payments is an interesting AXG theme. The new MOU gives AXG exposure to an emerging discussion around AI agents, payments and next-gen finance infrastructure. I am watching for concrete progress.
#momsonn#GranHermano $COIN $HOOD
this $GEAT setup is becoming more than just a one-day move. ChefKart reported more than 70% repeat business, and that puts the proposed acquisition back in focus. keeping this on watch while the deal story develops. $UBER $DASH $SHOP
$AXG is trying to turn the corner after a rough decline. The setup gets much more interesting if buyers can keep defending $2.21.
#teenageer $PLTR $NVDA
$AXG IS TRYING TO WAKE UP RIGHT AT THE BOTTOM
After a brutal slide, buyers are defending the ~$2.21 support zone and AXG just pushed toward $2.40. RSI is still only around 38, so this reversal attempt is getting interesting
Now Iโm watching $2.82 as the first major reclaim. Break that with real volume and $3.32 becomes the next battle, with the 200-day SMA around $3.49 above it. Support first, confirmation second. AXG is officially on my reversal radar. $NVDA $IONQ $VRTA $IONQ $VRT
The $GEAT story gets more interesting when you look closely at ChefKart. Reported customer activity adds substance to the broader growth narrative. Execution is still the key.
#momsonn $MSFT
Small caps are heating up again and these names are on my radar today.
$NVDA and $MSTR for momentum, $COIN for crypto strength, $VRT for the AI infrastructure trade.
But AXG is the wildcard Iโm watching closely with AI/HPC, stablecoins and RWA all becoming part of the story.
AXG quietly building infrastructure while others chase the tape. Licenses in Bahrain plus a real revenue ramp at $28 million is worth watching in this AI and stablecoin cycle.
#BBNaija
$TSLA $SPY
$AXG is more than just candles. Solowin Holdings reorganized its business in an hour: from a Hong Kong broker to a "tokens + AI" platform
Revenue $28 million, almost x10. The license of a stablecoin issuer in Bahrain is the first in the country. RWA on $52 million, payment turnover $226 million
While the tape is screaming about $COIN and $CRCL, AXG is quietly collecting licenses and corridors
Exactly why copper is the quietest bull market out there. Grid upgrades alone are a mountain of demand people keep sleeping on. ๐
#BBNaija
$SPY $QQQ
The global power grid may be one of the biggest copper demand stories investors are underestimating.
BMI estimates copper demand from power generation and transmission infrastructure could increase from about 12.52M tonnes to 14.87M tonnes by 2030. That is roughly 2.35M additional tonnes for grids alone.
AI campuses, factories, renewables and electrification all need more power connections.
That brings the story back to future supply.
NRED Wilmac Copper-Gold Project sits in British Columbia Quesnel porphyry belt. The company recently identified 23 potassium anomalies and 18 structural corridors that can now be ranked for follow-up exploration.
More electricity means more infrastructure. More infrastructure means more copper.
THE AI BOOM HAS A HARD-ASSET PROBLEM.
More compute means more power. More power means more grids and copper. NRED sits directly in that chain with MetalCore AI and Wilmacโs copper-gold exploration story.
#GranHermano
$NVDA $TECK
๐ JAPAN AND KOREA ARE RISING ON TECH MOMENTUM while Hong Kong and Shanghai lag. The global AI trade is still alive, but I think the next phase increasingly connects AI to power, automation, mining and raw materials.
That is exactly why I keep $NRED in my portfolio. MetalCore applies AI to exploration, EyeX will add real-world computer vision, and Wilmac provides the physical copper-gold asset underneath the technology story.
THE REAL AGI TRADE MAY BE HIDING UNDERGROUND. Michael Burry is short $PLTR while Palantir trades near $175 and roughly 69x sales by his calculation. That is a bet against an enormous software premium. $NRED gives me AI exposure without making software the only source of value. MetalCore has 4.1M+ records, but Wilmac also has a 104-acre chargeability target measuring over 25 milliseconds against an 11 millisecond background. Data found the target. The ground owns the upside.
Wilmac exploration keeps advancing as NovaRed Mining focuses on key geophysical targets across the project. NRED continues moving toward a more targeted program.
#Exploration $GOOGL $AVGO NRED
With @UnitreeRobotics reportedly being 8000 times oversubscribed, I think $CCXI will likely be back over $20 soon. Really unprecedented demand for humanoid robotics.