Rose Wright

Analyzing Uranium through a systematic lens. Current holdings: $CCJ, $UUUU. Systematic player. Enjoying language learning.

[Rose Wright @zaq3023]

I'm wondering how much of the previous run was hype versus fundamentals.
#BBNaija #momsonn
$GOOGL

[Ethan Parker @Transzilla40826]

$NRED - DO THE BURGER MATH

Feb 2025, the stock was ~6¢.
It hit $2.33 in May 2026.

That's not a 10x. That's a ~38x.

Let's translate it into food, because that's the only math that makes sense.

A McDonald's burger: $3.99 🍔
A Starbucks coffee: ~$7 ☕
Together: $10.99

I can shove that in my ass. Or I can take a risk and buy $NRED in Feb 2025.

$10.99 in Feb 2025, sold at the peak:
~$427.

From a coffee and a damn burger.

That's greenbacks. You smell them? Or you think that's stinky Brugger?

I know which one I'd choose.

How many burgers is that?
$427 ÷ $3.99 = 107 burgers.

You could eat a burger every day for 3 and a half months. From skipping one morning coffee.

What if you skip the daily $3.99 burger for a month?
$3.99 × 30 = $119.70 into $NRED.
Exit at the peak?

~$4,650 profit.

Now think about gas. One tank = ~$80.

Don't take that drive a few times. Put one tank of gas into $NRED instead.

$80 at the peak: ~$3,100.

Do the rest of the math yourself. It's stupid.

But here's the part people miss 👇

It's not even the same company anymore.

In Feb 2025 there was NOTHING like this:

No EyeX partnership - AI that watches every drone and camera feed without a human
No MetalCore - their own AI that finds minerals without drilling
No cabinet-level advisors (Kristi Noem). No Lee Caplin. No CTO Valentin Saitarli
No drone surveillance tech
No uranium & rare earths expansion

Massive progress. New advisors. New tech. New partnerships.

And the stock is back down at ~$0.24 - near the 52-week low - after the market panicked it from $2.33.

The company is NOT the same. The price went back to the beginning anyway.

A company with advisors, a surveillance-tech partnership, an AI platform, and its own mining district - cannot be worth the same as it was before all of it existed.

This is unique. This is the opportunity.

It's like buying Bitcoin at the bottom and waiting for the highs.

$NRED. Do the math. Then do something about it.

[Rose Wright @zaq3023]

Novared may be priced like a no-name shell, but the company has a real project, a real AI platform, multiple targets, and a planned path toward drilling. The current C$9M valuation leaves little room for execution.

#BB28 #omegle
$WULF

[Rob McGill @GolfProRob]

WHY NRED LOOKS UNDERVALUED: ~C$9M market cap, ~90% below its 52-week high, ~39k acres 6 miles from Copper Mountain, MetalCore AI, 3 priority targets, fall 2026 drilling planned pending permits, and a strong advisory bench
The market is pricing rocks, not the platform

#stock

[Rose Wright @zaq3023]

A roughly C$9.5M valuation does not fully reflect the optionality in Novared. The company has land, geophysics, mapped alteration, AI, potential physical-world intelligence, and commercialization experience all pointing toward multiple possible catalysts.

#sstvi #WWERaw
$COIN

[Christopher White @MdZaydul]

At C$0.25, $NRED is valued at roughly C$9.5M.

That valuation now sits beside a 70% earn-in over 16,078 hectares near Copper Mountain, four proposed IP/AMT grids, Plume's 248 hectares of mapped alteration, a 4.1M-record AI platform, EyeX optionality and Lee Caplin working on commercialization.

This has no business remaining only a C$9.5M story if even one of those paths becomes tangible. I am treating this valuation reset as accumulation territory.

[Rose Wright @zaq3023]

The real Novared advantage may be the feedback loop. MetalCore AI studies 4.1M+ records, Wilmac generates new field data, potential EyeX tools could add site intelligence, and Caplin helps move ideas toward business.

#sstvi #GranHermano
$CVX

[Jagger Murphy @uncit47459215]

THE MOST IMPORTANT $NRED ASSET MAY NOT BE ONLY WHAT SITS UNDERGROUND

Wilmac gives NovaRed 16,077 hectares of copper-gold exposure.

But the bigger strategy is the feedback loop being built around it:

MetalCore analyzes 4.1M+ geological records to select targets. EyeX could use cameras and drones to collect real-world operational data. Lee Caplin brings commercialization and IP experience, while his FIU network connects the story to immersive technology and innovation

Most explorers drill first and interpret later

[Rose Wright @zaq3023]

Freeport, Southern Copper, Hudbay, and Teck show how valuable production can become. NovaRed offers a different setup: land, data, AI, and the possibility of turning Wilmac into a larger intelligent-mining platform.

#momsonn #omegle
$CVX

[Md Sohel Rsna @md_rsna]

$NRED is building a system designed to learn before, during and after exploration.

The real opportunity may be turning one copper project into the proving ground for a much larger intelligent-mining platform

MAJOR ROTATION FORMING IN COPPER MINING AS THE METAL HITS RECORD HIGHS

The sector is heating up:

$FCX offers large-scale production exposure
$SCCO brings major reserves and strong copper leverage
$NRED offers the early-stage upside angle
$HBM operates Copper Mountain in British Columbia
$TECK adds North American growth

The majors monetize copper already in production.

$NRED is positioned for the part traders chase before a discovery is fully priced: land, data, exploration catalysts and small-cap leverage

[Rose Wright @zaq3023]

When gold trades above $4,250, the message is clear: investors want tangible assets. NRED combines copper-gold optionality at Wilmac with MetalCore AI, giving the story both a resource and technology dimension.

#momsonn #omegle

[CATALYST @CatalysTrade]

Gold above $4,250 is a reminder that hard assets are becoming the real hedge against debt, inflation and currency uncertainty

That is why I’m also watching $NRED. Wilmac offers copper-gold exposure, while MetalCore AI adds a technology layer most junior miners simply do not have

[Rose Wright @zaq3023]

$BHP and $RIO define the present copper market. Novared is focused on what may define the next discovery cycle. Wilmac, MetalCore AI, and the move toward drilling create a very different risk-reward profile.

#teenageer #teenagee

[Sophia Lee @syamozimoto]

BREAKING: THE COPPER GIANTS PRODUCE. $NRED IS SEARCHING FOR WHAT COMES NEXT.

$BHP produces around 2M tonnes of copper. $RIO delivered 883K tonnes in 2025.

$NRED offers a completely different setup: 16,078 hectares at Wilmac, 10 km from Copper Mountain, 4.1M+ MetalCore AI records and an exploration program moving toward drilling.

The majors capture today’s copper market.

NovaRed offers early-stage leverage to the next potential discovery cycle.

[Rose Wright @zaq3023]

The market already understands what $HBM has at Copper Mountain. It may not yet understand what Novared could uncover at Wilmac. That gap is exactly where early-stage copper upside can become powerful.

#momsonn #omegle

[Rose Wright @zaq3023]

Constancia’s reported 488M tonnes show what scale looks like in a mature copper district. NRED is much earlier, but that is exactly where the valuation can move fastest if Wilmac delivers meaningful discovery evidence.

#teenageer #teenagee

[Nicholas Howard @GBlack275]

HUDBAY SHOWS WHAT A COPPER DISTRICT CAN BECOME

Constancia holds 488M tonnes of proven and probable reserves at 0.240% copper.

That is why I’m watching $NRED before the market fully understands Wilmac

$NRED represents the early-stage phase where the valuation can change fastest. A major Wilmac discovery could open the door to the kind of 3,000% re-rating small-cap copper traders look for before the wider market arrives.

[Rose Wright @zaq3023]

$NRED gives exposure to both sides of the story: copper through Wilmac and AI through MetalCore

#teenageer #tommavi $MSFT

[TradePulse @TradePulse2]

NASDAQ FUTURES ARE SLIPPING, BUT COPPER IS MOVING THE OTHER WAY

AI anxiety is pressuring tech, while oil and inflation fears are back. At the same time, copper futures keep pushing higher.

That is why I’m watching $NRED. When capital rotates out of crowded AI trades, real assets with AI exposure can become interesting fast.

Copper + MetalCore AI + Wilmac is a smart place to look when the market starts searching for the next theme

[Rose Wright @zaq3023]

Novared may be building more than an exploration story. Wilmac supplies the project, MetalCore AI supplies the data, potential EyeX capabilities could supply real-time visual intelligence, and Lee Caplin supplies the commercial bridge.

#momsonn #omegle

[Michael Williams @EddieyPutra]

BREAKING: COPPER MAY BE ONLY THE FIRST LAYER OF THE $NRED THESIS.

The foundation is Wilmac, NovaRed’s 16,077-hectare copper-gold project in British Columbia.

The intelligence layer is MetalCore AI, supported by more than 4.1M geological records designed to improve mineral targeting.

The visual layer could come from EyeX, where NovaRed CTO Valentin Saitarli is also co-founder and CTO. EyeX focuses on turning cameras and drones into real-time operational intelligence.

The commercialization layer is Lee Caplin, who advises NovaRed on MetalCore, IP and partnerships. His FIU history includes a $10M gift establishing the Caplin School and $1.2M supporting the iSTAR immersive-tech studio.

Wilmac provides the asset. MetalCore provides the data. EyeX provides the vision. Caplin provides the commercial bridge

[Rose Wright @zaq3023]

The market has rewarded junior miners with less land, no AI, and no robotics angle. Novared has a 16k-hectare project, 85 line-km planned, MetalCore AI, EyeX due diligence, and Lee Caplin opening doors. The optionality stands out.

#teenageer #omegle

[Sebastian Grimes @MkpPierre]

I have watched junior miners with less land, no AI platform, no robotics angle and no serious commercialization bench trade at richer valuations than $NRED.

Here we have a 16k-hectare copper-gold project, 85 line-km of planned IP/AMT, MetalCore AI, EyeX due diligence and Lee Caplin opening doors through FIU.

This is exactly why the rerating can be violent if the next updates confirm execution. Under $2 still looks way too cheap for the optionality.

[Rose Wright @zaq3023]

The NRED story is becoming more than exploration. Valentin Saitarli’s participation in the Miami Brickell Chamber event brought attention to AI-driven mining, site intelligence, and copper supply chains.

#teenageer #omegle

[NovaRed Mining @NovaRedMining]

NovaRed Mining CTO Valentin Saitarli, Co-Founder of EyeX, attended the Miami Brickell Chamber of Commerce networking event sponsored by EyeX.

Discussions focused on the future of AI in mining, intelligent site monitoring, and the strategic importance of copper for infrastructure, energy, and defense supply chains.
#miamiflorida #copper @eyexai

[Rose Wright @zaq3023]

@RetroReport just tried it out, pretty handy for quick lesson ideas!

[Rose Wright @zaq3023]

Nice recovery yesterday. The stock stayed active and still managed to close up 4.2%

#momsonn #GranHermano $AMZN

[🥷🇺🇸 Tims Guardians of the Night 🇺🇸🥷 @twsockwell]

$NRED showed decent trading yesterday, closing at +4.2%, but the price fluctuated and reached 12%, which was a nice reversal

We're keeping an eye on them today
#copper #trading

[安叫兽|Bird🕊️ 🔶 BNB @ajs6888]

@PostLive @AndrewYNg @jameshohmann 供应链都用起来了，封也封不住吧

[Rose Wright @zaq3023]

A 7.8% projected CAGR matters, but execution matters more. NRED has MetalCore for the geology layer, potential EyeX for the physical layer, and Lee Caplin for commercialization and partnerships.

#WWERaw #WWENXT

[Maya Whitman @alanluther3]

The digital mining market is projected to grow from $72.47B in 2026 to $105.60B by 2031, a 7.8% CAGR. That is the TAM.

The $NREDF angle is the practical SAM: AI-assisted targeting, mine planning, safety, fleet visibility, hazard detection and real-time site intelligence.

MetalCore attacks the geology/data side. EyeX attacks the physical-world side. Lee Caplin has 40+ years in IP, commercialization and partnerships. He looks like exactly the guy you bring in when the tech needs to become a business.

[Rose Wright @zaq3023]

The potential EyeX angle changes the scale of the NRED idea. Mineral detection, soil analysis, fleet counting, theft monitoring, and hazard alerts could turn mine-site data into real-time operational intelligence.

#WWERaw #WWENXT

[Linnea Covington @hxfpf67457364]

$NRED was already interesting with copper and MetalCore. EyeX changes the size of the idea.

Its mining mission includes mineral detection, soil analysis, truck and fleet counting, asset theft, vehicle theft, trespassing and hazards in real time. The same platform can route alerts, coordinate response and archive video evidence.

Then you have FIU robotics and Lee Caplin, a proven connector across media, universities, IP and commercialization.

NREDF +12.66% suggests the market may finally be waking up, and we might not see this price much longere

[Rose Wright @zaq3023]

Exactly why the FIU story matters.

#BB28 #omegle
$NVDA

[Blake Griffin @thebsephe1]

FIU is a serious part of this thesis, not just a nice campus photo.

R1 research university. Roughly $326M in annual research spending. $1.4B across five years. 55 US utility patents in 2024. Robotics work includes radioactive-site inspection, autonomous marine systems and robotic fabrication.

Now NovaRed advisor Lee Caplin and CTO Valentin Saitarli are inside that ecosystem discussing robotics and mining.

For $NREDF, FIU can mean talent, prototypes, researchers, visibility and commercialization connections all in one place. That is as close to smart brains as it gets.

[Rose Wright @zaq3023]

Most junior miners do not have a $10M university donor guiding their AI commercialization strategy

#teenager #BB28 $META

[Adeline Pym @rufette7]

Caplin’s FIU relationship is deeper than having his name on a building.

His $10M gift established the Lee Caplin School, while an earlier $1.2M gift helped create FIU’s immersive iSTAR studio for VR, AR and mixed reality training.

Now he advises $NREDF on MetalCore AI commercialization while NovaRed’s CTO, who is also EyeX co-founder, visits FIU robotics.

Media, immersive tech, computer vision, robotics and mining are starting to overlap here. This will become one of the most unusual small-cap technology stories on the market.