I found something that made me say nah, then opened the filings. Wilmac’s location and the shift to strategic copper just caught my eye.
#momson $BIYA $MARA #jonita
📷 Copper at $6.16 is 7% below its record high. Analysts see $15,000/tonne by 2035. What do we watch next?
Copper is currently trading at $6.16/lb, about $13,600/tonne. That's down from the June 2026 record of $6.67/lb but still up 11% year-over-year. The 12-month forecast from Trading Ecobomics is $7.04/lb. Goldman Sachs sees $10,000-$11,000/tonne as a 2026 base case, with a long-term target of $15,000/tonne by 2035. UBS is even more aggressive at $15,000 as early as 2027 q1
The key shift is that copper is moving from "Dr. Copper" (economic cycle indicator) to "strategic copper" (energy security, AI infrastructure, defense). Demand is becoming less price-sensitive cause now it's tied to national priorities and long-term infrasructure buildouts rather than just construction cycles.
For explorers like NRED, Auro Metals, Kodiak, this means the incentive price to justify new mine development is rising. The higher copper goes, the more marginal projects become relevant. For instance Nred's Wilmac sits handful miles from a producing mine in a proven copper-gold belt. If copper stays above $6 and heads toward $7+, the econoics of that district look very different than they did two years ago.
$COIN #momson $BIYA $MARA #ARGEGY
Ethereum’s corporate treasury race is getting harder to ignore.
BitMine now holds 5.77 million ETH — roughly 4.8% of Ethereum’s total supply — and is targeting 5%.
The bigger story?
Public companies are increasingly treating ETH as a treasury asset, not just a trading asset.
If this trend continues, the amount of ETH being accumulated by long-term corporate holders could become a major market force.
Is Ethereum quietly becoming the next institutional accumulation trade? 👀
BREAKING: Brent crude oil hits $88 as US weighs major escalation against Iran.
The U.S. is sending dozens more refueling planes to Israel, and President Trump could order major attack within days, Per Axios
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
🇺🇸 The U.S. Treasury just bought back $2 billion of its own debt.
This is part of a broader debt-management strategy designed to support liquidity in the Treasury market.
The bigger picture?
The U.S. government is actively managing a debt market that now carries massive refinancing and interest-cost pressures.
And when liquidity becomes the key theme across global markets, crypto is never far from the conversation.
Could this be another signal that liquidity will become a major market driver in the months ahead? 👀
$310 BILLION CHANGES THE WAY I LOOK AT NRED : I completely agree with this. If the world really needs around $310B to help secure future copper supply, then discovering new deposits becomes just as important as developing existing ones. That's exactly why NRED caught my attention. Combining 10 AI models, 86 specialists, and 4.1M+ geological records feels like the kind of approach this industry has been missing.
#momson $AMD $COIN #jonita
Here’s a stronger, more institutional-sounding version with a better flow and a more compelling narrative while avoiding claims that overstate what is known:
$310 BILLION.
That’s the estimated investment needed to help meet future global copper demand.
The International Energy Agency warns the outlook for copper supply has deteriorated, while industry forecasts continue to point to structural deficits over the next decade.
This is why I’m watching $NRED.
Finding the next generation of copper deposits is no longer just a geology challenge—it’s becoming a data and AI challenge.
NovaRed Mining is building MetalCore, an AI-driven mineral exploration platform powered by 10 mineral-system-specific AI models and supported by a multidisciplinary team of 86 geoscience and data science specialists. The platform integrates geological, geochemical, geophysical, remote sensing, and historical exploration data to improve exploration targeting.
Its AI dataset now includes 2.7 million records, including more than 1.4 million geochemical samples, creating a growing foundation for AI-assisted mineral discovery.
If copper remains one of the world’s most strategic resources for electrification, AI infrastructure, defense, and energy security, then the companies capable of discovering new deposits faster and more efficiently could attract increasing attention.
The copper cycle is changing.
The next major discovery may not begin with a drill—it may begin with AI.
$NRED is one to watch.
#Copper #CriticalMinerals #Mining #MineralExploration #ArtificialIntelligence #Commodities #EnergyTransition #ResourceInvesting #NRED
$BTC / $USD - Update
My original idea i shared couple of days ago with having the flat pattern was correct, hence why we are seeing this come to fruition.
WHY IS NOBODY TALKING ABOUT THIS? NRED sits at the intersection of copper, technology and U.S. supply-chain strategy. That combination deserves attention.
#jonita $BIYA #ElvishYadav $QTEX
AI is colliding with a copper market already running short - and Kristi Noem just stepped into the middle of it.
Global copper cathode demand is expected to reach 25M tonnes in 2026, with China consuming more than 13M tonnes as grids, renewables, NEVs and AI data centers pull on the same supply chain. Ore supply remains tight and the market is heading toward deficit.
That makes Noem’s arrival at $NRED far more important to me. Bloomberg says the former DHS secretary joined as the company explores a US mine acquisition and future copper supply into America.
Add Wilmac, fall drilling and MetalCore’s 4.1M+ records, and $NRED sits directly between Canadian resources, US policy and the AI-driven copper boom.
High risk, high volatility - manage risk.
$KPLT $DG $CCL