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Tech is moving beyond chips. A record-scale offering just showed how much capital is chasing the tech buildout. For traders, the next question is simple: Where does capital rotate next? Critical materials for fast development! The common thread is copper. AI needs compute. Compute needs power. Power needs copper....

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Victor Renard

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27,824,880 Aufrufe • vor 1 Monat •via X (Twitter)

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AI is eating from a copper spoon, and the world is running short. Copper recently traded near $14,000/tonne, or about $6.59/lb, while S&P Global forecasts demand rising from 28M tonnes in 2025 to 42M tonnes by 2040. That is why NovaRed Mining Inc. deserves attention. CSE: $NRED / OTCQB: $NREDF controls the Wilmac Copper-Gold Project in BC’s Quesnel porphyry belt, about 6.2 miles / 10 km from Hudbay’s producing Copper Mountain Mine. Wilmac spans roughly 39,700 acres in a proven copper region with roads, infrastructure, logistics access, and proximity to the Port of Vancouver. NovaRed also brings an AI angle through MetalCore, its AI-powered mineral prospectivity platform designed to help turn land, geology, infrastructure, and mineral data into faster exploration intelligence. The broader copper belt is active too, with names like Hercules Metals $BIG / $BADEF, American Eagle Gold $AE / $AMEGF, Kodiak Copper $KDK / $KDKCF, Trailbreaker $TBK, Nicola Mining $NIM / $HUSIF, Vizsla Copper $VCU / $VCUFF, IDEX $IDEX / $IDXMF, Copper Quest $CQX / $IMIMF, Bayhorse $BHS / $BHSIF, Pacific Ridge $PEX, Domestic Metals $DMCU / $DMCUF, Golden Sky $AUEN, Adamera $ADZ / $DDNFF, and Pacific Empire $PEMC / $PEMSF. Video below explains why $NRED is worth watching. DYOR. Do your own research, stocks lose value.
2:51

AI is eating from a copper spoon, and the world is running short. Copper recently traded near $14,000/tonne, or about $6.59/lb, while S&P Global forecasts demand rising from 28M tonnes in 2025 to 42M tonnes by 2040. That is why NovaRed Mining Inc. deserves attention. CSE: $NRED / OTCQB: $NREDF controls the Wilmac Copper-Gold Project in BC’s Quesnel porphyry belt, about 6.2 miles / 10 km from Hudbay’s producing Copper Mountain Mine. Wilmac spans roughly 39,700 acres in a proven copper region with roads, infrastructure, logistics access, and proximity to the Port of Vancouver. NovaRed also brings an AI angle through MetalCore, its AI-powered mineral prospectivity platform designed to help turn land, geology, infrastructure, and mineral data into faster exploration intelligence. The broader copper belt is active too, with names like Hercules Metals $BIG / $BADEF, American Eagle Gold $AE / $AMEGF, Kodiak Copper $KDK / $KDKCF, Trailbreaker $TBK, Nicola Mining $NIM / $HUSIF, Vizsla Copper $VCU / $VCUFF, IDEX $IDEX / $IDXMF, Copper Quest $CQX / $IMIMF, Bayhorse $BHS / $BHSIF, Pacific Ridge $PEX, Domestic Metals $DMCU / $DMCUF, Golden Sky $AUEN, Adamera $ADZ / $DDNFF, and Pacific Empire $PEMC / $PEMSF. Video below explains why $NRED is worth watching. DYOR. Do your own research, stocks lose value.

Victor Renard

45,087,911 Aufrufe • vor 2 Monaten

BREAKING: Copper futures are pressing into record territory at $6.58/lb, and the usual copper winners are getting crowded. Look at $CAT: now around $912, up roughly 166% in one year. Great company, huge move, but the obvious infrastructure trade is no longer undiscovered. But What are hidden plays? Here’s why NovaRed Mining Inc. is a must on your watchlist. CSE: $NRED / OTCQB: $NREDF controls the Wilmac Copper-Gold Project in BC’s Quesnel porphyry belt, roughly 10 km west of Hudbay’s operating Copper Mountain Mine. Wilmac covers 16,078 hectares, about 160 sq km, roughly 30,000 football fields, or 2.7x Manhattan. The latest North Lamont update showed soil copper up to 379 ppm Cu, magnetic anomaly overlap, Sr/Y fertility indicators, V/Sc oxidation signals, and a pending IP/AMT catalyst that could move the target from moderate to high priority. Add MetalCore, NovaRed’s public AI mineral prospectivity platform, plus Gregory Fedun joining the advisory board with 30+ years of resource and capital markets experience. Copper is hot. AI needs power. Power needs copper. Video below explains why $NRED / $NREDF must be on every watchlist. $TSLA $NVDA $PLTR $AMC $GME $SPY $QQQ $GOOG $F $AMZN
5:06

BREAKING: Copper futures are pressing into record territory at $6.58/lb, and the usual copper winners are getting crowded. Look at $CAT: now around $912, up roughly 166% in one year. Great company, huge move, but the obvious infrastructure trade is no longer undiscovered. But What are hidden plays? Here’s why NovaRed Mining Inc. is a must on your watchlist. CSE: $NRED / OTCQB: $NREDF controls the Wilmac Copper-Gold Project in BC’s Quesnel porphyry belt, roughly 10 km west of Hudbay’s operating Copper Mountain Mine. Wilmac covers 16,078 hectares, about 160 sq km, roughly 30,000 football fields, or 2.7x Manhattan. The latest North Lamont update showed soil copper up to 379 ppm Cu, magnetic anomaly overlap, Sr/Y fertility indicators, V/Sc oxidation signals, and a pending IP/AMT catalyst that could move the target from moderate to high priority. Add MetalCore, NovaRed’s public AI mineral prospectivity platform, plus Gregory Fedun joining the advisory board with 30+ years of resource and capital markets experience. Copper is hot. AI needs power. Power needs copper. Video below explains why $NRED / $NREDF must be on every watchlist. $TSLA $NVDA $PLTR $AMC $GME $SPY $QQQ $GOOG $F $AMZN

Victor Renard

16,780,907 Aufrufe • vor 2 Monaten

This company just took news headlines by storm - Jacob Amsterdam just joined its Advisory Board. WHY? Copper recently traded above $14,000 per ton, near historic highs, as demand from AI infrastructure continues accelerating. Just one electric vehicle can use more than 80 kilograms of copper. Some estimates suggest a single large-scale AI data center can require up to 50,000 tons of copper across power systems, transformers, cooling infrastructure, wiring, and grid connections. AI data centers, robots, military systems, renewable energy, and EV production are all increasing global copper demand at the same time. Entire countries are upgrading electrical infrastructure simultaneously. And while demand rises, new copper mines can take more than a decade to develop. That is where NovaRed Mining enters the story. Its Wilmac Copper-Gold Project spans nearly three times the size of Manhattan across prospective copper-gold terrain in British Columbia. As the global race for copper intensifies, companies connected to future copper supply are attracting increasing investor attention. Always do your own research. This is not financial advice.
0:53

This company just took news headlines by storm - Jacob Amsterdam just joined its Advisory Board. WHY? Copper recently traded above $14,000 per ton, near historic highs, as demand from AI infrastructure continues accelerating. Just one electric vehicle can use more than 80 kilograms of copper. Some estimates suggest a single large-scale AI data center can require up to 50,000 tons of copper across power systems, transformers, cooling infrastructure, wiring, and grid connections. AI data centers, robots, military systems, renewable energy, and EV production are all increasing global copper demand at the same time. Entire countries are upgrading electrical infrastructure simultaneously. And while demand rises, new copper mines can take more than a decade to develop. That is where NovaRed Mining enters the story. Its Wilmac Copper-Gold Project spans nearly three times the size of Manhattan across prospective copper-gold terrain in British Columbia. As the global race for copper intensifies, companies connected to future copper supply are attracting increasing investor attention. Always do your own research. This is not financial advice.

Victor Renard

68,641,683 Aufrufe • vor 2 Monaten

BREAKING: NovaRed Mining’s Wilmac Project Is Nearly 3x the Size of Manhattan, Comparable to ~30,000 Football Fields - and Already Entering the Conversation as One of the Largest Emerging Copper Projects by Land Scale $NRED / $NREDF is becoming impossible to ignore. The company’s Wilmac Copper-Gold Project in British Columbia now spans: • 16,078 hectares • 160.78 km² • ~39,732 acres • Nearly 3x Manhattan Island • Roughly 30,000 football fields By land scale alone, Wilmac is already comparable to some globally recognized copper mining districts and large-scale projects. This is why many investors are beginning to view NovaRed as a potential mega-project in development rather than a typical junior exploration company. But the bigger differentiator may be the AI infrastructure behind the land package. NovaRed’s MetalCore AI platform is designed to integrate: • satellite imagery • geology • geochemistry • magnetic anomalies • geophysics • ownership records • predictive modeling into one mineral intelligence engine capable of identifying high-probability exploration targets at scale. And the market opportunity could be massive. There are roughly 77 million landowners in the United States controlling more than 1.3 billion acres of land — most of which has never been analyzed using modern AI-driven mineral discovery systems. At the same time, copper prices are surging toward historic highs as demand accelerates from: AI infrastructure, hyperscale data centers, robotics, EVs, defense systems, transformers and global electrification. Recent North Lamont results reported copper values up to 379 ppm Cu alongside porphyry indicators and magnetic anomalies, with additional geophysical work already underway. Still early-stage. Still speculative. But by land scale, AI vision and exposure to the copper supply chain, this is becoming a very serious story to add to your watch list. DYOR! Do your work ! Do your own research ! Don’t rely on this information ! Everybody can lose in stocks !
1:47

BREAKING: NovaRed Mining’s Wilmac Project Is Nearly 3x the Size of Manhattan, Comparable to ~30,000 Football Fields - and Already Entering the Conversation as One of the Largest Emerging Copper Projects by Land Scale $NRED / $NREDF is becoming impossible to ignore. The company’s Wilmac Copper-Gold Project in British Columbia now spans: • 16,078 hectares • 160.78 km² • ~39,732 acres • Nearly 3x Manhattan Island • Roughly 30,000 football fields By land scale alone, Wilmac is already comparable to some globally recognized copper mining districts and large-scale projects. This is why many investors are beginning to view NovaRed as a potential mega-project in development rather than a typical junior exploration company. But the bigger differentiator may be the AI infrastructure behind the land package. NovaRed’s MetalCore AI platform is designed to integrate: • satellite imagery • geology • geochemistry • magnetic anomalies • geophysics • ownership records • predictive modeling into one mineral intelligence engine capable of identifying high-probability exploration targets at scale. And the market opportunity could be massive. There are roughly 77 million landowners in the United States controlling more than 1.3 billion acres of land — most of which has never been analyzed using modern AI-driven mineral discovery systems. At the same time, copper prices are surging toward historic highs as demand accelerates from: AI infrastructure, hyperscale data centers, robotics, EVs, defense systems, transformers and global electrification. Recent North Lamont results reported copper values up to 379 ppm Cu alongside porphyry indicators and magnetic anomalies, with additional geophysical work already underway. Still early-stage. Still speculative. But by land scale, AI vision and exposure to the copper supply chain, this is becoming a very serious story to add to your watch list. DYOR! Do your work ! Do your own research ! Don’t rely on this information ! Everybody can lose in stocks !

Victor Renard

52,558,105 Aufrufe • vor 2 Monaten

Kristi L. Noem is joining NovaRed Mining - as a strategic adviser, and OMG, this is a major headline for the critical-minerals space. Her resume is stacked: farmer, rancher, business owner, South Dakota state lawmaker, U.S. Congresswoman, 33rd Governor of South Dakota, 8th U.S. Secretary of Homeland Security, and now U.S. Special Envoy for the Shield of the Americas. That means decades of experience across agriculture, energy, infrastructure, economic development, public policy, emergency management, transportation security, and national security. Why is this powerful for NRED? Because NovaRed is focused on copper-gold exploration in British Columbia, and copper is becoming a strategic material for the U.S., Canada, and allied nations. Copper powers electric grids, AI data centers, defense systems, transportation, advanced manufacturing, and the infrastructure behind modern economies. In a world where secure supply chains matter more than ever, NovaRed’s copper story connects directly to national security, energy security, and North American resource independence. NovaRed Mining: exploration, AI-enhanced technology, copper, and critical-minerals security. Not investment advice. Personal advisory capacity only. No government endorsement.
1:17

Kristi L. Noem is joining NovaRed Mining - as a strategic adviser, and OMG, this is a major headline for the critical-minerals space. Her resume is stacked: farmer, rancher, business owner, South Dakota state lawmaker, U.S. Congresswoman, 33rd Governor of South Dakota, 8th U.S. Secretary of Homeland Security, and now U.S. Special Envoy for the Shield of the Americas. That means decades of experience across agriculture, energy, infrastructure, economic development, public policy, emergency management, transportation security, and national security. Why is this powerful for NRED? Because NovaRed is focused on copper-gold exploration in British Columbia, and copper is becoming a strategic material for the U.S., Canada, and allied nations. Copper powers electric grids, AI data centers, defense systems, transportation, advanced manufacturing, and the infrastructure behind modern economies. In a world where secure supply chains matter more than ever, NovaRed’s copper story connects directly to national security, energy security, and North American resource independence. NovaRed Mining: exploration, AI-enhanced technology, copper, and critical-minerals security. Not investment advice. Personal advisory capacity only. No government endorsement.

Victor Renard

62,579,412 Aufrufe • vor 1 Monat

NRED is not just a mining story. It is a power-demand and strategic-metals story. The U.S. is heading into record electricity demand as AI, data centers, electrification, and grid expansion accelerate. At the same time, copper supply is becoming more fragile. Reuters, citing S&P Global, has reported copper demand could rise from 28 million metric tons in 2025 to 42 million by 2040, with a potential 10 million metric ton annual supply gap if new supply does not come online. That is where NovaRed Mining ( $NRED ) enters the discussion. The company’s copper-gold exposure in British Columbia’s Quesnel Terrane becomes more relevant in a world where power infrastructure, defense resilience, and AI growth all need more copper. Not financial advice. Stocks can lose value.
0:29

NRED is not just a mining story. It is a power-demand and strategic-metals story. The U.S. is heading into record electricity demand as AI, data centers, electrification, and grid expansion accelerate. At the same time, copper supply is becoming more fragile. Reuters, citing S&P Global, has reported copper demand could rise from 28 million metric tons in 2025 to 42 million by 2040, with a potential 10 million metric ton annual supply gap if new supply does not come online. That is where NovaRed Mining ( $NRED ) enters the discussion. The company’s copper-gold exposure in British Columbia’s Quesnel Terrane becomes more relevant in a world where power infrastructure, defense resilience, and AI growth all need more copper. Not financial advice. Stocks can lose value.

Victor Renard

28,393,865 Aufrufe • vor 3 Monaten

$NRED is up 3,300% in one year. The math is VERY STRONG - $25,000 position last year would be worth roughly $850,000 today. In just 6 months, the stock is up 451%. So the question is not only what already moved. The question is what the market is seeing now. Copper just hit all-time highs above $6.50/lb, up roughly 40% in 12 months. Analysts are warning about potential copper deficits in 2026 as AI infrastructure, data centers, EVs, robotics, military systems, and power-grid expansion continue accelerating. This is not only a mining story. It is a copper story. An AI infrastructure story. A power-grid story. NovaRed Mining ($NRED / $NREDF) is focused on copper-gold porphyry projects in British Columbia. Its Wilmac Copper-Gold Project spans approximately 39,000 acres near the producing Copper Mountain Mine. (Near 3 times the size of Manhattan, NY) Then comes MetalCore — NovaRed’s AI-driven mineral exploration platform designed to help evaluate mineral opportunities faster using available geological and satellite data. Most people see land. But what matters is what the data can reveal. Now NovaRed is adding strategic advisor Jake Amsterdam of Amsterdam & Partners LLP to support ESG positioning, governance, stakeholder engagement, and critical-minerals strategy. Because this story is not only geology. It is land. Data. Capital. Policy. Reputation. And timing. Copper is moving now. AI infrastructure is expanding now. Supply chains are tightening now. Major market symbols currently trending across AI, mining, energy, semiconductors, crypto, and momentum trading include: $NVDA $MSFT $AMD $SMCI $PLTR $TSLA $META $AMZN $GOOGL $AAPL $FCX $HBM $SCCO $TECK $RIO $BHP $NRED $SMR $OKLO $CCJ $LEU $MSTR $COIN $BTC $ETH $SPY $QQQ $DIA $IWM $SOUN $BBAI $IONQ $RKLB $ASTS $HOOD Some market commentary points to upside targets near $5 for NRED, but nothing is guaranteed. Do your own research. This is not financial advice or a recommendation to buy or sell securities.
2:17

$NRED is up 3,300% in one year. The math is VERY STRONG - $25,000 position last year would be worth roughly $850,000 today. In just 6 months, the stock is up 451%. So the question is not only what already moved. The question is what the market is seeing now. Copper just hit all-time highs above $6.50/lb, up roughly 40% in 12 months. Analysts are warning about potential copper deficits in 2026 as AI infrastructure, data centers, EVs, robotics, military systems, and power-grid expansion continue accelerating. This is not only a mining story. It is a copper story. An AI infrastructure story. A power-grid story. NovaRed Mining ($NRED / $NREDF) is focused on copper-gold porphyry projects in British Columbia. Its Wilmac Copper-Gold Project spans approximately 39,000 acres near the producing Copper Mountain Mine. (Near 3 times the size of Manhattan, NY) Then comes MetalCore — NovaRed’s AI-driven mineral exploration platform designed to help evaluate mineral opportunities faster using available geological and satellite data. Most people see land. But what matters is what the data can reveal. Now NovaRed is adding strategic advisor Jake Amsterdam of Amsterdam & Partners LLP to support ESG positioning, governance, stakeholder engagement, and critical-minerals strategy. Because this story is not only geology. It is land. Data. Capital. Policy. Reputation. And timing. Copper is moving now. AI infrastructure is expanding now. Supply chains are tightening now. Major market symbols currently trending across AI, mining, energy, semiconductors, crypto, and momentum trading include: $NVDA $MSFT $AMD $SMCI $PLTR $TSLA $META $AMZN $GOOGL $AAPL $FCX $HBM $SCCO $TECK $RIO $BHP $NRED $SMR $OKLO $CCJ $LEU $MSTR $COIN $BTC $ETH $SPY $QQQ $DIA $IWM $SOUN $BBAI $IONQ $RKLB $ASTS $HOOD Some market commentary points to upside targets near $5 for NRED, but nothing is guaranteed. Do your own research. This is not financial advice or a recommendation to buy or sell securities.

Victor Renard

70,645,817 Aufrufe • vor 2 Monaten

BREAKING: $NRED Is Nearly 3 times the Size of ~2.7x Manhattan, NY Island (near 160.78 km² ) let me explain, its so big, its top 10 global mega project!!! How I missed it... i was busy with nonsense ! But no i see! RED Pill only 🍎 16,077.76 hectares. 160.78 km². ~39,730 acres. ~2.7x Manhattan,NY Island. ~30,000 football fields. NovaRed Mining’s Wilmac Copper-Gold Project in British Columbia is no small land package. It is now big enough to enter the global copper land-scale conversation. The project sits in the Quesnel porphyry belt, roughly 10 km west of Copper Mountain Mine. (TMX Newsfile) Top 10 copper land-scale comparison board: Escondida — Chile — ~406,000 ha Antamina — Peru — ~105,000 ha Buenavista — Mexico — ~89,000 ha Cerro Verde — Peru — ~71,000 ha Kamoa-Kakula — DRC — ~40,000 ha Collahuasi — Chile — ~16,700 ha NRED Wilmac — Canada — 16,078 ha Grasberg Block A — Indonesia — ~11,000 ha Copper Mountain — Canada — ~6,263 ha Zaldívar — Chile — ~1,300 ha This is a land-size comparison only — not a reserve, grade, production, valuation, or mine-status ranking. That matters because Wilmac is still exploration-stage. Zero copper produced. No proven mine yet. But by land size, the scale is already serious. Now add the AI layer. NovaRed’s AI mineral exploration platform is designed to integrate multi-source geological data, probabilistic scoring, and document verification into one exploration intelligence system. (TMX Newsfile) That platform vision could go far beyond Wilmac. There are roughly 77 million U.S. landowners controlling about 1.3 billion acres of private land — most of it never analyzed with modern AI-driven mineral discovery tools. (National Land Realty) Now add copper demand from AI data centers, EVs, robotics, power grids, transformers, defense systems, and electrification. Now add Canada’s sulfur position. Alberta alone produces about 4 million tonnes of sulfur per year, and sulfuric acid is a key reagent in many copper leaching processes. (University of Alberta) Now add North Lamont. 43 soil samples. Copper values up to 379 ppm Cu. Nine samples over 150 ppm Cu in one cluster. Moderate-priority drill target. 2026 geophysical work in progress. (TMX Newsfile) This is not just a junior mining story. This is land scale + copper + AI + data + Canadian critical-mineral infrastructure. A potential mega-project in action. Add $NRED to your watch list. Source anchors for your research: NovaRed’s May 1 release states the Wilmac expansion to 16,077.76 hectares, while the May 11 North Lamont release describes the 43-sample program, copper values up to 379 ppm Cu, the Quesnel porphyry belt location, and proximity to Copper Mountain. NovaRed’s AI patent filing describes multi-source geological data integration, probabilistic scoring, and verification tools. The U.S. landowner figure comes from National Land Realty’s estimate of about 77 million owners and 1.3 billion acres of private land. Sulfur production and copper-leaching context are supported by USGS and copper-processing sources. Land-scale comparison figures are based on reported technical/company sources for Escondida, Antamina, Buenavista, Cerro Verde, Oyu Tolgoi, Kamoa-Kakula, Collahuasi, Grasberg, and Copper Mountain. Disclaimer: This post is for informational purposes only and is not financial advice. $NRED / $NREDF is a highly speculative junior exploration company involving significant risk, including possible loss of capital. Always do your own research, read company filings, and consult a licensed financial advisor before making investment decisions. $NVDA $TSLA $PLTR $AMD $SMCI $IONQ $QBTS $RGTI $QUBT $SMR $RKLB $LUNR $CCJ $NRED $NREDF
1:47

BREAKING: $NRED Is Nearly 3 times the Size of ~2.7x Manhattan, NY Island (near 160.78 km² ) let me explain, its so big, its top 10 global mega project!!! How I missed it... i was busy with nonsense ! But no i see! RED Pill only 🍎 16,077.76 hectares. 160.78 km². ~39,730 acres. ~2.7x Manhattan,NY Island. ~30,000 football fields. NovaRed Mining’s Wilmac Copper-Gold Project in British Columbia is no small land package. It is now big enough to enter the global copper land-scale conversation. The project sits in the Quesnel porphyry belt, roughly 10 km west of Copper Mountain Mine. (TMX Newsfile) Top 10 copper land-scale comparison board: Escondida — Chile — ~406,000 ha Antamina — Peru — ~105,000 ha Buenavista — Mexico — ~89,000 ha Cerro Verde — Peru — ~71,000 ha Kamoa-Kakula — DRC — ~40,000 ha Collahuasi — Chile — ~16,700 ha NRED Wilmac — Canada — 16,078 ha Grasberg Block A — Indonesia — ~11,000 ha Copper Mountain — Canada — ~6,263 ha Zaldívar — Chile — ~1,300 ha This is a land-size comparison only — not a reserve, grade, production, valuation, or mine-status ranking. That matters because Wilmac is still exploration-stage. Zero copper produced. No proven mine yet. But by land size, the scale is already serious. Now add the AI layer. NovaRed’s AI mineral exploration platform is designed to integrate multi-source geological data, probabilistic scoring, and document verification into one exploration intelligence system. (TMX Newsfile) That platform vision could go far beyond Wilmac. There are roughly 77 million U.S. landowners controlling about 1.3 billion acres of private land — most of it never analyzed with modern AI-driven mineral discovery tools. (National Land Realty) Now add copper demand from AI data centers, EVs, robotics, power grids, transformers, defense systems, and electrification. Now add Canada’s sulfur position. Alberta alone produces about 4 million tonnes of sulfur per year, and sulfuric acid is a key reagent in many copper leaching processes. (University of Alberta) Now add North Lamont. 43 soil samples. Copper values up to 379 ppm Cu. Nine samples over 150 ppm Cu in one cluster. Moderate-priority drill target. 2026 geophysical work in progress. (TMX Newsfile) This is not just a junior mining story. This is land scale + copper + AI + data + Canadian critical-mineral infrastructure. A potential mega-project in action. Add $NRED to your watch list. Source anchors for your research: NovaRed’s May 1 release states the Wilmac expansion to 16,077.76 hectares, while the May 11 North Lamont release describes the 43-sample program, copper values up to 379 ppm Cu, the Quesnel porphyry belt location, and proximity to Copper Mountain. NovaRed’s AI patent filing describes multi-source geological data integration, probabilistic scoring, and verification tools. The U.S. landowner figure comes from National Land Realty’s estimate of about 77 million owners and 1.3 billion acres of private land. Sulfur production and copper-leaching context are supported by USGS and copper-processing sources. Land-scale comparison figures are based on reported technical/company sources for Escondida, Antamina, Buenavista, Cerro Verde, Oyu Tolgoi, Kamoa-Kakula, Collahuasi, Grasberg, and Copper Mountain. Disclaimer: This post is for informational purposes only and is not financial advice. $NRED / $NREDF is a highly speculative junior exploration company involving significant risk, including possible loss of capital. Always do your own research, read company filings, and consult a licensed financial advisor before making investment decisions. $NVDA $TSLA $PLTR $AMD $SMCI $IONQ $QBTS $RGTI $QUBT $SMR $RKLB $LUNR $CCJ $NRED $NREDF

Victor Renard

5,330,211 Aufrufe • vor 2 Monaten

Using NovaRed’s latest AI press release from April 17, 2026, the core message is that the company is trying to become more than a junior copper explorer. It says NovaRed filed a provisional U.S. patent for an “Artificial Intelligence-Driven Mineral Exploration Platform” that would combine multi-source geological data integration, probabilistic scoring, and blockchain-based document verification to improve the speed, precision, and transparency of exploration decisions. The release also says NovaRed is developing these capabilities with PRAI’s AI team and that the Wilmac copper-gold project covers 11,504 hectares in British Columbia, near Hudbay’s Copper Mountain Mine. Here’s the interesting strategic angle. If NovaRed is not just building an internal exploration tool, but eventually shaping a broader land-intelligence platform, then the addressable market could become much bigger than one mining project. Using your assumption of 77 million U.S. landowners, if just 3% of them paid $20, that would equal 2.31 million users and about $46.2 million in revenue. That is before upsells, subscriptions, enterprise packages, mineral-rights screening, broker tools, or premium reports. That math is simple, but powerful. The bull case is that NovaRed’s April 17 release introduces a narrative shift: from “small explorer” to “AI-enabled resource intelligence company.” If the platform can help identify mineral potential faster, verify land-related records more credibly, and package property insights in a consumer-friendly way, it could create a second value layer on top of the copper story. In that model, Wilmac is not only a project asset, but also a live proving ground for technology. The caution is that today this is still an early-stage concept, not proven commercial software. But if NovaRed executes, the market may start valuing it not only as a miner, but as a scalable land-and-mineral intelligence platform. That is where tiny valuation stories can start getting very big. Revenue math on your scenario: 77,000,000 × 3% × $20 = $46,200,000. Do your own research
0:55

Using NovaRed’s latest AI press release from April 17, 2026, the core message is that the company is trying to become more than a junior copper explorer. It says NovaRed filed a provisional U.S. patent for an “Artificial Intelligence-Driven Mineral Exploration Platform” that would combine multi-source geological data integration, probabilistic scoring, and blockchain-based document verification to improve the speed, precision, and transparency of exploration decisions. The release also says NovaRed is developing these capabilities with PRAI’s AI team and that the Wilmac copper-gold project covers 11,504 hectares in British Columbia, near Hudbay’s Copper Mountain Mine. Here’s the interesting strategic angle. If NovaRed is not just building an internal exploration tool, but eventually shaping a broader land-intelligence platform, then the addressable market could become much bigger than one mining project. Using your assumption of 77 million U.S. landowners, if just 3% of them paid $20, that would equal 2.31 million users and about $46.2 million in revenue. That is before upsells, subscriptions, enterprise packages, mineral-rights screening, broker tools, or premium reports. That math is simple, but powerful. The bull case is that NovaRed’s April 17 release introduces a narrative shift: from “small explorer” to “AI-enabled resource intelligence company.” If the platform can help identify mineral potential faster, verify land-related records more credibly, and package property insights in a consumer-friendly way, it could create a second value layer on top of the copper story. In that model, Wilmac is not only a project asset, but also a live proving ground for technology. The caution is that today this is still an early-stage concept, not proven commercial software. But if NovaRed executes, the market may start valuing it not only as a miner, but as a scalable land-and-mineral intelligence platform. That is where tiny valuation stories can start getting very big. Revenue math on your scenario: 77,000,000 × 3% × $20 = $46,200,000. Do your own research

Victor Renard

3,794,463 Aufrufe • vor 3 Monaten

omment “Copper” and I’ll send the PDF guide directly to your DM! 💬 If Mukesh Ambani had to invest in just one metal — he wouldn’t choose Gold or Silver, he’d choose Copper. 🪙 Because the future belongs to copper. From AI and Electric Vehicles (EVs) to electronics and green energy, every futuristic product needs copper — and a lot of it. ⚙️🔋 According to the International Energy Agency (IEA), global copper demand is set to rise by 50% in the next 10 years! 🚀 Now the real question — how can you invest in copper today? 🤔 Here are 3 smart ways to invest 👇 1️⃣ International ETFs: – COPX ETF – tracks top global copper mining companies. – CPER Index Fund – tracks copper futures directly.
0:54

omment “Copper” and I’ll send the PDF guide directly to your DM! 💬 If Mukesh Ambani had to invest in just one metal — he wouldn’t choose Gold or Silver, he’d choose Copper. 🪙 Because the future belongs to copper. From AI and Electric Vehicles (EVs) to electronics and green energy, every futuristic product needs copper — and a lot of it. ⚙️🔋 According to the International Energy Agency (IEA), global copper demand is set to rise by 50% in the next 10 years! 🚀 Now the real question — how can you invest in copper today? 🤔 Here are 3 smart ways to invest 👇 1️⃣ International ETFs: – COPX ETF – tracks top global copper mining companies. – CPER Index Fund – tracks copper futures directly.

Mohini Maheshwari

26,841 Aufrufe • vor 8 Monaten

While gold dominates the headlines, our largest shareholder, Frank Giustra, believes one of the biggest investment opportunities may be unfolding in copper. After 45 years financing and building mining companies, Frank argues the world is facing a structural copper supply deficit. In his latest interview with Kitco NEWS, Frank discusses: - Why copper demand continues to accelerate - The supply gap the market still isn’t pricing in - How AI and data centres are becoming major copper consumers - The long-term implications for copper producers and developers - Why critical minerals are becoming increasingly strategic For investors focused on the next major commodity cycle, this is an interview worth watching: $CGNT.V $LBCMF
0:36

While gold dominates the headlines, our largest shareholder, Frank Giustra, believes one of the biggest investment opportunities may be unfolding in copper. After 45 years financing and building mining companies, Frank argues the world is facing a structural copper supply deficit. In his latest interview with Kitco NEWS, Frank discusses: - Why copper demand continues to accelerate - The supply gap the market still isn’t pricing in - How AI and data centres are becoming major copper consumers - The long-term implications for copper producers and developers - Why critical minerals are becoming increasingly strategic For investors focused on the next major commodity cycle, this is an interview worth watching: $CGNT.V $LBCMF

Copper Giant

13,053 Aufrufe • vor 1 Monat

⚙️Cascadia Minerals Ltd: Advancing One of Yukon’s Rarest High-Grade Copper Assets | As Seen on BNN Bloomberg Cascadia Minerals is gaining serious momentum in the Yukon. With its acquisition of Granite Creek Copper and the advanced stage Carmacks Copper-Gold Project, the company now controls one of the few high-grade, road-accessible copper-gold deposits in North America. - Carmacks hosts strong copper-gold grades, existing infrastructure, and a 177 km² land package with multiple untested targets — offering significant room for growth. - With copper supply tightening and high-quality projects in friendly jurisdictions at a premium, Cascadia sees strong potential for a near-term re-rate. - Cascadia recently completed ~4,000 metres of drilling as it works toward doubling the current resource, backed by low exploration costs and rising global copper demand. - Hole CD-25-033 returned 26.33 m of 1.52% Copper and 0.42 g/t Gold, 10 of the 11 2025 holes hit copper mineralization with 8 more holes to be released. Learn more:
1:20

⚙️Cascadia Minerals Ltd: Advancing One of Yukon’s Rarest High-Grade Copper Assets | As Seen on BNN Bloomberg Cascadia Minerals is gaining serious momentum in the Yukon. With its acquisition of Granite Creek Copper and the advanced stage Carmacks Copper-Gold Project, the company now controls one of the few high-grade, road-accessible copper-gold deposits in North America. - Carmacks hosts strong copper-gold grades, existing infrastructure, and a 177 km² land package with multiple untested targets — offering significant room for growth. - With copper supply tightening and high-quality projects in friendly jurisdictions at a premium, Cascadia sees strong potential for a near-term re-rate. - Cascadia recently completed ~4,000 metres of drilling as it works toward doubling the current resource, backed by low exploration costs and rising global copper demand. - Hole CD-25-033 returned 26.33 m of 1.52% Copper and 0.42 g/t Gold, 10 of the 11 2025 holes hit copper mineralization with 8 more holes to be released. Learn more:

BTV & CEO Clips

462,982 Aufrufe • vor 8 Monaten

BREAKING: $NRED just added Gregory Fedun to its advisory board ! This may be one of the company’s most important strategic moves yet. Fedun brings 30+ years in mining, natural resources, capital markets and global project development across North America, South America, Africa and the Middle East. He worked with the Al Mualla Royal Family in the UAE and participated in a $70M Anadarko-related transaction before Occidental acquired Anadarko in a $55B deal. This matters because $NRED is already building: • Wilmac Copper-Gold Project • 16,078 hectares in British Columbia Meanwhile copper demand keeps exploding: • EVs use 3-4x more copper • AI/data centers are driving grid expansion • global demand could exceed 50M tonnes by 2035 With tighter supply, rising mining costs and stronger strategic positioning, this looks like a company preparing for larger institutional attention over time. Watching closely. Not financial advice.
1:25

BREAKING: $NRED just added Gregory Fedun to its advisory board ! This may be one of the company’s most important strategic moves yet. Fedun brings 30+ years in mining, natural resources, capital markets and global project development across North America, South America, Africa and the Middle East. He worked with the Al Mualla Royal Family in the UAE and participated in a $70M Anadarko-related transaction before Occidental acquired Anadarko in a $55B deal. This matters because $NRED is already building: • Wilmac Copper-Gold Project • 16,078 hectares in British Columbia Meanwhile copper demand keeps exploding: • EVs use 3-4x more copper • AI/data centers are driving grid expansion • global demand could exceed 50M tonnes by 2035 With tighter supply, rising mining costs and stronger strategic positioning, this looks like a company preparing for larger institutional attention over time. Watching closely. Not financial advice.

Victor Renard

47,590,658 Aufrufe • vor 2 Monaten

Critical Minerals Exposure—Without Operating the Mine Evolve Royalties is building a next-generation royalty business focused on the metals powering electrification and digital infrastructure. Here’s what stands out: • Exposure to copper, base metals & critical minerals • Royalty model designed for lower operational risk • Participation in long-term mine revenues • Positioned for demand tied to AI, electrification & energy infrastructure The strategy is simple: finance the projects shaping the future—without the cost burden of operating them. Less volatility. Long-term commodity exposure. Built for the next industrial cycle. Learn more:
0:51

Critical Minerals Exposure—Without Operating the Mine Evolve Royalties is building a next-generation royalty business focused on the metals powering electrification and digital infrastructure. Here’s what stands out: • Exposure to copper, base metals & critical minerals • Royalty model designed for lower operational risk • Participation in long-term mine revenues • Positioned for demand tied to AI, electrification & energy infrastructure The strategy is simple: finance the projects shaping the future—without the cost burden of operating them. Less volatility. Long-term commodity exposure. Built for the next industrial cycle. Learn more:

BTV & CEO Clips

85,850 Aufrufe • vor 2 Monaten

This legendary figure just joined NovaRed Mining, NRED! President George W. Bush once singled him out by name at the White House. That man is Ed Kostenski — founder of Nationwide Equipment, a businessman Bush described as starting his company at his kitchen table before building it into a global equipment-export success story. Bush highlighted how Kostenski was moving refurbished Caterpillar, John Deere, and Case equipment overseas, adding employees, investing back into his business, and competing globally. (George W. Bush White House Archives) Now Ed Kostenski has joined NovaRed Mining Inc. — CSE: NRED / OTCQB: NREDF — as an advisor. This is not a normal advisory appointment. Kostenski brings 40+ years across mining equipment, project finance, infrastructure development, logistics, energy, emerging markets, and industrial growth. NovaRed’s own announcement says he founded Nationwide Equipment in 1983 and built a global platform serving mining operators, governments, infrastructure developers, financial institutions, and industrial groups across Africa, Latin America, the Middle East, and Asia. (TMX Newsfile) He also served on the U.S. Export-Import Bank’s Sub-Saharan Africa Advisory Committee. EXIM is the official export credit agency of the United States, and the 2005 EXIM release named Edward Kostenski as president, CEO, and founder of Nationwide Equipment among the committee members. EXIM also stated it helped finance $17.8 billion in U.S. exports in fiscal 2004. (EXIM) Forbes reported that Kostenski’s group raised over $1 billion in private funding toward construction projects and equipment. (Forbes) And that was not just talk. Nationwide Finance says it helped raise $98.938 million for Phase 1 of the Rivers State Monorail project in Port Harcourt, Nigeria — a 14 km project designed to transport over 10 million people annually, with total mapped project costs estimated above $700 million. (Nationwide Finance) His company was also tied to major export recognition. Nationwide materials describe the company as “America’s Leading Mining, Construction and Marine Equipment Exporter,” and list awards including the President’s “E” Award, President’s “E Star” Award, U.S. Department of Commerce Export Achievement Award, Florida Governor’s Export Awards, and International Trader of the Year. Nationwide Equipment Company was also listed publicly as a recipient of the President’s “E Star” Award. (Arizona Commerce) Now look at where he is landing. NovaRed controls an optioned Wilmac copper-gold project in British Columbia’s Quesnel porphyry belt. The company states Wilmac covers 16,078 hectares, or about 39,712 acres, located roughly 10 km west of Hudbay’s producing Copper Mountain Mine. NovaRed also reports surface trenching averages of 0.64% copper, with highs of 1.67% Cu. (NovaRed Mining) The land package has been growing. NovaRed announced an option to acquire a 70% interest in the Trojan-Condor Corridor, adding five mineral tenures totaling about 4,573.82 hectares. (TMX Newsfile) The company also completed registration of the 2,062.64-hectare Plume tenure, with a planned 2026 IP/AMT geophysical survey totaling about 29.53 line-km over roughly 539 hectares. (Stock Titan) This is why the Kostenski appointment matters. NovaRed is not only building a copper-gold exploration story. It is assembling an advisory network around critical minerals, national security, finance, ESG, infrastructure, and technology. The advisory board already includes Commander Phil Ehr, U.S. Navy Ret., a 26-year Navy veteran and national security strategist who has emphasized the strategic importance of copper and critical minerals. It includes Gregory Fedun, who brings more than 30 years advising public and private companies, with experience in natural resources, capital markets, strategic initiatives, global project development, and a reported $70 million business combination involving Anadarko Petroleum. (NovaRed Mining) It includes Jacob Amsterdam, appointed to advise on ESG, responsible critical-minerals strategy, governance, human-rights considerations, anti-corruption risk management, and stakeholder engagement. (TMX Newsfile) And now it includes Ed Kostenski — the operator who understands the real industrial chain: capital → equipment → logistics → export finance → infrastructure → mining execution That is the difference. A copper project does not advance on geology alone. It needs money, machines, relationships, permitting discipline, contractors, transportation, power, infrastructure, government awareness, and execution. Ed Kostenski has lived in that world for decades. Copper is becoming one of the strategic metals of the AI era — powering data centers, electric grids, EVs, robotics, defense systems, and electrification. NovaRed is early-stage, and exploration always carries risk. But this appointment is a signal. NRED is not just adding a name. It is adding a man who built from a kitchen table to the White House, from heavy equipment to billion-dollar project finance, from U.S. export policy to global infrastructure. This man is not just an advisor. This man is a legend. DYOR !
1:38

This legendary figure just joined NovaRed Mining, NRED! President George W. Bush once singled him out by name at the White House. That man is Ed Kostenski — founder of Nationwide Equipment, a businessman Bush described as starting his company at his kitchen table before building it into a global equipment-export success story. Bush highlighted how Kostenski was moving refurbished Caterpillar, John Deere, and Case equipment overseas, adding employees, investing back into his business, and competing globally. (George W. Bush White House Archives) Now Ed Kostenski has joined NovaRed Mining Inc. — CSE: NRED / OTCQB: NREDF — as an advisor. This is not a normal advisory appointment. Kostenski brings 40+ years across mining equipment, project finance, infrastructure development, logistics, energy, emerging markets, and industrial growth. NovaRed’s own announcement says he founded Nationwide Equipment in 1983 and built a global platform serving mining operators, governments, infrastructure developers, financial institutions, and industrial groups across Africa, Latin America, the Middle East, and Asia. (TMX Newsfile) He also served on the U.S. Export-Import Bank’s Sub-Saharan Africa Advisory Committee. EXIM is the official export credit agency of the United States, and the 2005 EXIM release named Edward Kostenski as president, CEO, and founder of Nationwide Equipment among the committee members. EXIM also stated it helped finance $17.8 billion in U.S. exports in fiscal 2004. (EXIM) Forbes reported that Kostenski’s group raised over $1 billion in private funding toward construction projects and equipment. (Forbes) And that was not just talk. Nationwide Finance says it helped raise $98.938 million for Phase 1 of the Rivers State Monorail project in Port Harcourt, Nigeria — a 14 km project designed to transport over 10 million people annually, with total mapped project costs estimated above $700 million. (Nationwide Finance) His company was also tied to major export recognition. Nationwide materials describe the company as “America’s Leading Mining, Construction and Marine Equipment Exporter,” and list awards including the President’s “E” Award, President’s “E Star” Award, U.S. Department of Commerce Export Achievement Award, Florida Governor’s Export Awards, and International Trader of the Year. Nationwide Equipment Company was also listed publicly as a recipient of the President’s “E Star” Award. (Arizona Commerce) Now look at where he is landing. NovaRed controls an optioned Wilmac copper-gold project in British Columbia’s Quesnel porphyry belt. The company states Wilmac covers 16,078 hectares, or about 39,712 acres, located roughly 10 km west of Hudbay’s producing Copper Mountain Mine. NovaRed also reports surface trenching averages of 0.64% copper, with highs of 1.67% Cu. (NovaRed Mining) The land package has been growing. NovaRed announced an option to acquire a 70% interest in the Trojan-Condor Corridor, adding five mineral tenures totaling about 4,573.82 hectares. (TMX Newsfile) The company also completed registration of the 2,062.64-hectare Plume tenure, with a planned 2026 IP/AMT geophysical survey totaling about 29.53 line-km over roughly 539 hectares. (Stock Titan) This is why the Kostenski appointment matters. NovaRed is not only building a copper-gold exploration story. It is assembling an advisory network around critical minerals, national security, finance, ESG, infrastructure, and technology. The advisory board already includes Commander Phil Ehr, U.S. Navy Ret., a 26-year Navy veteran and national security strategist who has emphasized the strategic importance of copper and critical minerals. It includes Gregory Fedun, who brings more than 30 years advising public and private companies, with experience in natural resources, capital markets, strategic initiatives, global project development, and a reported $70 million business combination involving Anadarko Petroleum. (NovaRed Mining) It includes Jacob Amsterdam, appointed to advise on ESG, responsible critical-minerals strategy, governance, human-rights considerations, anti-corruption risk management, and stakeholder engagement. (TMX Newsfile) And now it includes Ed Kostenski — the operator who understands the real industrial chain: capital → equipment → logistics → export finance → infrastructure → mining execution That is the difference. A copper project does not advance on geology alone. It needs money, machines, relationships, permitting discipline, contractors, transportation, power, infrastructure, government awareness, and execution. Ed Kostenski has lived in that world for decades. Copper is becoming one of the strategic metals of the AI era — powering data centers, electric grids, EVs, robotics, defense systems, and electrification. NovaRed is early-stage, and exploration always carries risk. But this appointment is a signal. NRED is not just adding a name. It is adding a man who built from a kitchen table to the White House, from heavy equipment to billion-dollar project finance, from U.S. export policy to global infrastructure. This man is not just an advisor. This man is a legend. DYOR !

Victor Renard

13,060 Aufrufe • vor 2 Monaten

Guys, if you are interested in some of the most exciting future focused companies - or if you are one of the 77 million landowners in the United States - you need to pay attention to what $NREDF is building. And the market is clearly paying attention. $NREDF stock has surged over 2,328% over the past year. Nova Red Mining is developing an AI-powered land intelligence and exploration platform designed to help determine what may exist beneath the surface of your land: copper, gold, lithium, silver, critical minerals, uranium, and even strategic water resources. Imagine being able to analyze your property using AI, geological modeling, satellite data, and predictive exploration systems to better understand its potential value in the new AI and energy economy. As global demand explodes for copper, lithium, rare earths, transformers, batteries, AI infrastructure, and power grid expansion, companies capable of identifying strategic resources early may become incredibly important. This is bigger than traditional mining. This is AI + land intelligence + resource discovery. The land under your feet may hold far more value than you think. Do your own research, this is not a financial advise! $NREDF $TSLA $PLTR $AMC $GME $F $QQQ $GOOG $AMZN $NVDA $RIME $SPY $APPL
1:03

Guys, if you are interested in some of the most exciting future focused companies - or if you are one of the 77 million landowners in the United States - you need to pay attention to what $NREDF is building. And the market is clearly paying attention. $NREDF stock has surged over 2,328% over the past year. Nova Red Mining is developing an AI-powered land intelligence and exploration platform designed to help determine what may exist beneath the surface of your land: copper, gold, lithium, silver, critical minerals, uranium, and even strategic water resources. Imagine being able to analyze your property using AI, geological modeling, satellite data, and predictive exploration systems to better understand its potential value in the new AI and energy economy. As global demand explodes for copper, lithium, rare earths, transformers, batteries, AI infrastructure, and power grid expansion, companies capable of identifying strategic resources early may become incredibly important. This is bigger than traditional mining. This is AI + land intelligence + resource discovery. The land under your feet may hold far more value than you think. Do your own research, this is not a financial advise! $NREDF $TSLA $PLTR $AMC $GME $F $QQQ $GOOG $AMZN $NVDA $RIME $SPY $APPL

Victor Renard

40,238,304 Aufrufe • vor 2 Monaten

🧵 1/11 Is the Golden Triangle B.C. just a part of a much larger Golden Horseshoe? B.C.'s Toodoggone’s Gold-Copper mining district, which hosts a similar rock package, is drawing serious interest based on recent drill results. Prospect Ridge Resources (CSE: PRR) (OTC: PRRSF) (FRA: OED) discusses its exploration plans in B.C., including its new project in the Toodoggone—one of the province's most exciting emerging mining regions. Here’s what you need to know about the Golden Horseshoe—and under-the-radar mining regions in British Columbia—that have recently been added to Prospect Ridge Resources’ mining portfolio.
1:39

🧵 1/11 Is the Golden Triangle B.C. just a part of a much larger Golden Horseshoe? B.C.'s Toodoggone’s Gold-Copper mining district, which hosts a similar rock package, is drawing serious interest based on recent drill results. Prospect Ridge Resources (CSE: PRR) (OTC: PRRSF) (FRA: OED) discusses its exploration plans in B.C., including its new project in the Toodoggone—one of the province's most exciting emerging mining regions. Here’s what you need to know about the Golden Horseshoe—and under-the-radar mining regions in British Columbia—that have recently been added to Prospect Ridge Resources’ mining portfolio.

SmallCapInterviews

188,602 Aufrufe • vor 6 Monaten

Mining will create more millionaires than AI over the next decade. Yet everyone is chasing chips and software. Here's why the real money is in what powers all of it: The world is obsessed with AI. Every portfolio, every headline, every allocation decision points in the same direction. But here's what most investors are missing. AI runs on infrastructure. Infrastructure runs on metals. Copper, nickel, palladium, platinum. The physical materials that make electrification, data centres, and energy grids possible. Supply is constrained. From discovery to production, the average mine takes around 18 years. And demand is growing faster than at any point in the last 30 years. This is the setup for a commodity supercycle. And historically, supercycles are where generational wealth gets built in the resource sector. Power Metallic sits at the centre of this thesis. A zoned polymetallic system with copper, nickel, and PGEs. Only a handful of comparable systems exist on the planet. Well funded with C$50 million raised and 100,000 metres of drilling through 2026. While everyone fights over the next AI stock, the real asymmetric opportunity might be sitting underground in Quebec. Full conversation: $PNPN $PNPNF
0:41

Mining will create more millionaires than AI over the next decade. Yet everyone is chasing chips and software. Here's why the real money is in what powers all of it: The world is obsessed with AI. Every portfolio, every headline, every allocation decision points in the same direction. But here's what most investors are missing. AI runs on infrastructure. Infrastructure runs on metals. Copper, nickel, palladium, platinum. The physical materials that make electrification, data centres, and energy grids possible. Supply is constrained. From discovery to production, the average mine takes around 18 years. And demand is growing faster than at any point in the last 30 years. This is the setup for a commodity supercycle. And historically, supercycles are where generational wealth gets built in the resource sector. Power Metallic sits at the centre of this thesis. A zoned polymetallic system with copper, nickel, and PGEs. Only a handful of comparable systems exist on the planet. Well funded with C$50 million raised and 100,000 metres of drilling through 2026. While everyone fights over the next AI stock, the real asymmetric opportunity might be sitting underground in Quebec. Full conversation: $PNPN $PNPNF

Terry Lynch

35,775 Aufrufe • vor 2 Monaten

Dan Ives on CNBC said the AI Revolution could drive nearly $4T of spending over the next 3-4 years and believes the industry is still only “15-20%” through the broader infrastructure buildout cycle. He also called quantum computing a “derivative play on AI” and highlighted quantum stocks $IBM, $IONQ, $QBTS, and $RGTI as part of the next layer of the AI ecosystem. More importantly, Dan Ives said this next phase increasingly expands beyond just $NVDA into hyperscalers, power infrastructure, datacenters, and eventually quantum itself as the AI arms race between the U.S. and China continues accelerating. He also reiterated that demand for AI infrastructure is still accelerating and does not yet include physical AI or China, reinforcing his bullish view across the broader ecosystem tied to compute, power, and infrastructure.
5:34

Dan Ives on CNBC said the AI Revolution could drive nearly $4T of spending over the next 3-4 years and believes the industry is still only “15-20%” through the broader infrastructure buildout cycle. He also called quantum computing a “derivative play on AI” and highlighted quantum stocks $IBM, $IONQ, $QBTS, and $RGTI as part of the next layer of the AI ecosystem. More importantly, Dan Ives said this next phase increasingly expands beyond just $NVDA into hyperscalers, power infrastructure, datacenters, and eventually quantum itself as the AI arms race between the U.S. and China continues accelerating. He also reiterated that demand for AI infrastructure is still accelerating and does not yet include physical AI or China, reinforcing his bullish view across the broader ecosystem tied to compute, power, and infrastructure.

Sam Badawi

65,947 Aufrufe • vor 2 Monaten

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire
2:24

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 Aufrufe • vor 1 Monat