Mason Ward

I trust price action more than headlines
probably why i avoid financial twitter most days.

[Wave 3 Trades @wave3trades]

$AAOI

I don't have a position here but a drop down to the 200dma at $85 would provide a great entry

Patience is key as this could also reverse at any moment

NFA

[Mason Ward @stankylee18]

Two Chilean mines just lost nearly one-fifth of their output

Escondida fell to 108,800 tonnes
Collahuasi dropped to 31,000 tonnes
Across Chile, total production declined 15%–20% as lower grades, water shortages, mine disruptions and labor disputes hit at the same time

That matters for $NRED because every lost tonne increases the strategic value of identifying new copper systems outside existing production centers
NRED is doing exactly that from British Columbia, combining the 16,078-hectare Wilmac project with MetalCore’s 4.1M+ geological records to narrow targets before 4 IP/AMT surveys and planned drilling

Copper strength alone can attract sector buyers
Strong survey data or a defined drill target can create the additional reason traders need to move into NovaRed specifically

Macro pressure brings attention
Exploration execution can create the rerating

I’m riding, not guiding

[Barchart @Barchart]

JUST IN 🚨: U.S. 30-Year Treasury Yield jumps to 5.1%

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸🇮🇷 Brent crude oil surges 10% as US-Iran war resumes.

[Mason Ward @stankylee18]

@WatcherGuru Interesting

[Nebius @nebiusai]

Nebius has taken delivery of NVIDIA’s Spectrum-6 102.4T Ethernet switch, part of NVIDIA’s latest Spectrum-X Ethernet networking platform. It's already in the lab at our Finland data center. Early access through our co-engineering with NVIDIA means the stack is verified before customer workloads ever run on it.

[Mason Ward @stankylee18]

Thirty days sounds small until you understand what NovaRed is actually evaluating

EyeX’s current software can read cameras, drones and physical sites
Its R&D portfolio pushes the vision into autonomous machines

GroundUnit-1 is a protected-IP autonomous dozer concept with a 350V electric powertrain, computer-vision guidance and adjustable 1.25–1.85 metre tracks

Albatross adds maritime reconnaissance with 360-degree vision

TugBot proposes groups of 4–5 robotic units working together

These remain concepts and R&D directions, but the long-term architecture is obvious:

AI becomes the brain
Computer vision becomes the eyes
Autonomous robotics becomes the hands

The world may need $500B–$600B in new mining investment by 2040
That capital will demand safer operations, better monitoring and more efficient machines

I kept following the chain, and that is why $NRED / $NREDF looks bigger than one copper cycle to me

BUY THE DIP

I found it interesting, you make the call

[zerohedge @zerohedge]

The Quarter-Trillion-Dollar Onslaught of AI Bonds Is Testing Investors’ Limits: WSJ

https://t.co/tMZiY0swQo

[Mark Hogan @MB_Hogan]

Excess compute anyone?

Meta expands their recently announced $10B investment to $50B and 5GW 🔥

$NBIS

[Mason Ward @stankylee18]

EYE-OPENER! NRED linking cameras, vehicles, robots, and geological data into one system
Could this be the blueprint for smarter, faster mining?

#TejRan #jonita #Rashmer #Tommavi BSX BKD NEE NFLX BTG

[Ramazan @Ramazan1830242]

A strange question keeps coming back to me: what happens when a mining company starts building its own nervous system?

AI becomes the brain

Cameras and drones become the eyes

Robotics becomes the body

Digital platforms connect every signal

That is the long-term potential opened by the EyeX release for $NRED

Mining needs that evolution because the world may require US$500–600B in new mining investment by 2040, while declining ore grades and long development timelines make every decision more expensive

EyeX technology could potentially monitor field progress, environmental threats, equipment risks and physical changes in real time

Its robotics research points toward machines that may eventually work in remote, hazardous or difficult terrain

NovaRed is still evaluating the opportunity

But this is how an explorer begins thinking like a future mining technology company
Buy the dip

I’m studying the chart, not pushing a trade

[Kevin Maro @KevInvestingYT]

Seems like this bull market won’t continue until South Korean “investors” on 10x leverage are fully liquidated & out of the market. Whenever this nonsense ends, the rip back up should be violent.

[Mason Ward @stankylee18]

1.5M feeds + 800K deposits—don’t miss the insights NRED’s EyeX could reveal today.

#TejRan #BigBrother #DareYouToDeathEP7 #sstvi #Rashmer

[Beckham Glenn @bzeja69126628]

I’m going to be honest with you, because this matters: mining cannot solve a 2035 supply problem with 20th-century workflows

The world may need US$500–600B in new mining investment by 2040, yet projects still spend 12+ years in exploration, feasibility and permitting, followed by another 4–5 years of construction

Every blind spot costs time

That is why the EyeX release matters for $NRED

The technology under review can monitor existing cameras, drones and feeds for operational progress, environmental threats, equipment risks, staff location, theft and possible visual rock or ore signals

The standstill lasts 30 days, and no acquisition is guaranteed

But the strategic logic is strong: intelligent systems could help management see problems earlier, collect better field data and deploy capital with more confidence

I’m watching the move, you control the trade
https://t.co/2AjxsyBD1m

[Wall St Engine @wallstengine]

$META is expanding its Richland Parish, Louisiana data center to 5GW of compute capacity, lifting the announced investment to over $50B from the original $10B plan.

Bloomberg reports the total site cost could top $250B when including chips, though Meta has only publicly disclosed $50B.

Meta also plans $1B+ in local infrastructure improvements and says the site will support 1,000+ roles once operational.

[Wall St Engine @wallstengine]

TSMC reported record Q2 revenue on AI demand.

June revenue: about $13.8B, up 6.2% MoM and 67.9% YoY

Q2 revenue: about $39.6B, up 36% YoY, above the roughly $39.4B estimate

H1 2026 revenue: about $75.0B

[JUST KAWS @JUST_KAWS]

$MU

Micron will be making more profit this year than the last 20 years combined

Memory is just getting started for the next 3 years

Why would you not buy $MU?

[Nate Endicott @EndicottInvests]

$META 5x their original investment plan for this site

Sounds bullish $NBIS eh?

[Mason Ward @stankylee18]

Copper volatility vs NREDF AI integration - follow the moves, early alpha won’t wait

#jonita #tommavi #TejRan #Rashmer

[Alexa Bennett @Courtne086920]

What’s up intelligent-mining crowd, most people will stop at copper fell
I kept following the chain

Middle East escalation pushed oil higher
Higher oil revived inflation fears
Inflation fears made traders expect tighter monetary policy for longer
Then copper and the broader base-metals complex sold off together

That sequence matters because it separates commodity sentiment from geological reality

Copper mines still take years to discover, permit, finance and construct
Data centers, power grids and electrification still need physical metal
A 0.64% move does not fix that pipeline

This is why $NREDF remains interesting to me

MetalCore can help organize millions of geological and geochemical records before drilling decisions are made EyeX could potentially add monitoring of field progress, fuel leaks, worker location, theft and equipment risk using existing cameras and drones

One system helps decide where to explore
The other could help understand what is happening on the ground

That is a much bigger story than Monday’s copper candle

I’m sharing the setup, not the outcome

[Thomas James Investing @Thomas_james_1]

This is WILD.

Nvidia $NVDA Is currently the most undervalued it’s been in the last 6 years.

Cheaper than the 2022 lows.

Cheaper than it was in 2025.

Now THAT is an incredible opportunity.

[Mason Ward @stankylee18]

@Thomas_james_1 Thanks for sharing

[Moose @Brownmoose]

$NVDA Flagging on LTF and the potential breakout from this level would lead to a $216 target rally.