Rhett Tyler

Market structure analyst in Cybersecurity
Holding $PANW, $OKTA. Watch collecting
Focused on risk management and growth

[Rhett Tyler @votepcanow]

Copper above record levels keeps the majors in focus, but fresh exploration stories like NRED in British Columbia add a different angle. Small caps could benefit if this rally holds.

#momsonn

$QUBT $META

[Michael “Mike” Carter @twsockwell]

🚨 COPPER MINERS WATCHLIST - WHO BENEFITS IF COPPER STAYS ABOVE $14K?

Copper is trading near record territory, and the miners controlling large-scale production are back in focus.

My copper watchlist:

$BHP - ~2Mt copper production in FY2026

$FCX - major exposure through Grasberg & the Americas

$SCCO - huge Peru + Mexico copper portfolio

$RIO - Oyu Tolgoi continues ramping up

$GLEN - targeting major long-term copper growth

$NRED - early-stage copper-gold exploration in British Columbia

Big producers give exposure to today’s copper.
Explorers like $NRED are about where TOMORROW’S supply could come from

[Rhett Tyler @votepcanow]

The majors are deep in the red, but the infrastructure angle is often the quieter play. AXG focusing on regulated stablecoins, RWA tokenization, and HPC targets is worth watching for the next cycle.

#teenageer

$AXG $SOFI

[TapeReaderDP @TapeReaderDP]

How far down are major crypto names from their ATHs?

bitcoin:native -38.2%
$ETH -50.4%
binancecoin:native -50.0%
ripple:native -62.5%
$SOL -65.2%
Meanwhile, keep AXG on the radar.
AXG is building exposure to the same digital economy through regulated stablecoins, RWA tokenization and AI infrastructure, including a 100+ MW HPC target by 2028.
Crypto gets the headlines. Infrastructure behind the next digital cycle could be the bigger story.

[LAX Airport @flyLAXairport]

🚗 LAX Parking Update: Guests parking in P7 will now depart the facility through a new exit directly onto Center Way, allowing vehicles to safely proceed onto Century Blvd. or Sepulveda Blvd. The entrance to P7 remains the same.

[Rhett Tyler @votepcanow]

Familiar names keep showing up in fresh 13F filings. AXG did 10x revenue and holds a first-mover stablecoin license in Bahrain. Early signs are there, even without the big splash.

#teenageer

$META $CRM

[TradePulse @TradePulse2]

Michael J. Saylor never tweeted it. Buffett never bought it. And people act like that means AXG doesn’t exist

Then you open the 13F and the same old logos are already sitting there
Morgan Stanley
BlackRock
Goldman
UBS
Fidelity Nasdaq Composite

Not a Berkshire-sized ticket. Not a press tour. Just small prints on a name that did $28M in annual revenue, almost 10x, and took Bahrain’s first stablecoin license

[Rhett Tyler @votepcanow]

JUST IN: NRED boosts Wilmac's story with 23 potassium anomalies and 18 structural corridors on top of 1.67% Cu hits. Overlapping data sets = sharper drill targets ahead. Copper-gold explorer stacking the odds as sector demand rises.

#RHOA

$ALAB $ARM

[Dante Mason @ricardo62982184]

THE NRED BUY CASE JUST GOT MORE INTERESTING

Wilmac already had historical copper results up to 1.67% Cu and gold up to 0.433 g/t Au. Now NRED adds 23 potassium anomalies and 18 structural corridors from a property-wide geological reset. This matters because the company can compare structure, geochemistry, magnetics, radiometrics and EM together instead of chasing one isolated signal. I want exposure before the strongest overlaps are narrowed into drill targets. The geology still needs proof, but that is exactly why the upside can remain asymmetric at this stage.

$SCCO $HBM $TECK

[Rhett Tyler @votepcanow]

Burry’s the kind of guy who’s right about the risk even when the numbers sting. $NRED’s copper numbers are spicy, but exploration’s the real lottery ticket here.

#tommavi #TejRan

$NVDA

[Rhett Tyler @votepcanow]

Finally! This is the moment we've all been waiting for 🚀 $NRED is about to change everything.

#copper #Gold

$KNRX

[Rhett Tyler @votepcanow]

@nypmetro about time someone called it out, this was getting wild

[Rhett Tyler @votepcanow]

@jmoneystonks i feel you, $AMD’s looking solid too lately

[Rhett Tyler @votepcanow]

Record copper prices often say more about market psychology than actual shortages—this one's a reminder that healthy markets can still flinch first. 💡

#nolimits #omegle

$PANW

[Kenneth Adams @blessingsb842]

Copper hit a record near $14,454/t after the Congo export headline.
But the direct supply impact may be smaller than traders first feared.
NRED sits directly in the pathway.
The interesting part is the REACTION.
Healthy, oversupplied markets usually don’t panic that easily

[Rhett Tyler @votepcanow]

Surface grades like this are exactly what gets attention, but drilling is what turns promise into pounds. $NRED just put the market on notice.

#teenageer #nolimits

$ALAB

[Rhett Tyler @votepcanow]

The grade difference is honestly the headline here. Even accounting for project stage, that gap is hard to ignore at these valuations.

#Momentum #Investor

$MARA

[Danz ⚡ @DanzTrader]

$NVDA 220 C 08/12/2026 $237k

Curling off the low

[Rhett Tyler @votepcanow]

Copper’s the real MVP here—mining giants plus AI backbone makes a solid mix. Staying light on my feet for today’s ride! 🚀

#TejRan #teenageer

$NET

[TradePulse @TradePulse2]

10 stocks I’d be watching aggressively right now:

$NRED - early-stage BC copper-gold
$FCX - copper major
$TECK - North American copper
$SCCO - pure copper exposure
$BHP - global mining scale
$RIO - copper growth
$AEM - gold leader
$CCJ - uranium
$WPM - metals streaming
$NVDA - AI infrastructure

It's going to be hot today, fasten your seat belts, we're taking off 😂

[Rhett Tyler @votepcanow]

@GeneralMCNews that’s a crazy twist, didn’t see nk getting involved this way

[Rhett Tyler @votepcanow]

NRED’s latest news gives the market something concrete: 1.67% Cu, 0.433 g/t Au, 0.639% average Cu across 9 trench grabs and multiple deeper targets. That’s a meaningful upgrade to the Wilmac narrative.

#teenager #BB28
$WULF

[Chef JJ Johnson @ChefJJ]

NRED JUST PUT REAL NUMBERS BEHIND THE WILMAC STORY
Up to 1.67% Cu and 0.433 g/t Au
That’s ~6.4× the 0.26% Cu reserve grade and ~3.6× the 0.12 g/t Au grade reported at nearby Copper Mountain.
Now add multiple porphyry targets at 200–550m and just ~10 km between the projects
$NVDA

[Rhett Tyler @votepcanow]

Finally someone saying it. China’s grip on refining is the real bottleneck, not just mining. Canada getting in the game is the play.

#momsonn #teenageer

$MSTR

[Ethan Thomas @3thanThomas]

CHINA STILL DOMINATES LARGE PARTS OF THE CRITICAL-MINERALS SUPPLY CHAIN.

Reuters cited IEA data showing China refines between 47% and 87% of several key materials, including copper, lithium, cobalt, graphite and rare earths. That concentration is exactly why the U.S. and its allies are spending more money on alternative mining and processing capacity.

Canada is one of the obvious jurisdictions for that diversification. NRED’s Wilmac project is early-stage and has plenty to prove, but it sits in British Columbia while the geopolitical premium on non-Chinese mineral supply continues to grow.

[Rhett Tyler @votepcanow]

NRED is one of the smaller names I want on the screen while AI infrastructure spending keeps creating new demand across the supply chain

$GS #jonita #Trading

[Rhett Tyler @votepcanow]

US Canada trade deal could reshape the North American mineral story. that could bring a lot more attention to Canadian explorers.

$ORCL #teenageer #tommavi

[Rhett Tyler @votepcanow]

It's rare to see both the macro environment and project-level developments moving in the same direction.

#momsonn #BB28
$NVDA

[Ethan Parker @Transzilla40826]

🇨🇦 USA–CANADA DEAL IS THE STORY. NRED IS ON THE MAP.

Carney is standing at a Rio Tinto aluminium plant right now, telling Trump the 50% tariff is blowing up US prices (+52% PPI) and pushing for a "win-win" trade deal on strategic metals.

Aluminium. Steel. Copper. Autos. All connected.

And the deal is why this matters: Canada is fighting to keep its metal flowing into the US market - and if it wins, Canadian strategic metals just became the supply backbone of North America.

That's the macro tailwind.

The micro story: NovaRed Mining (CSE: $NRED) - a Vancouver, BC copper-gold explorer sitting in the Quesnel porphyry belt, right next to Hudbay's producing Copper Mountain Mine (345Mt @ 0.26% Cu).

Here's what's about to happen:
🔺 The Canada-US deal is front and centre right now - Carney pushing for tariff relief on strategic metals as the 50% tariff keeps squeezing US buyers
🔺 If Canada wins, Canadian metals become the supply backbone of North America - and BC copper-gold names sit right in that path
🔺 NovaRed just expanded Wilmac to 16,078 ha - one of the largest underexplored packages in the Quesnel belt, right next to a producing mine

This is what a setup looks like before the catalysts hit: a Canadian strategic-metals explorer, in a top-tier belt, next to a producing mine, with a drill program lined up while the whole North American metals trade takes centre stage.

When a trade deal puts Canadian copper and aluminium front and centre - names like this tend to move.

🇨🇦 #CopperGold #NRED #CarPlay