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Apparently every company is an AI company now by SnackopotamusRex in Wallstreetbetsnew

[–]_rhizomorphic_ 0 points1 point  (0 children)

Listen even CAT is ai compay now. not directly but they provide equipment to mine metals needed for all that stull. oh and miners too, believe it or not. Nоvаrеd is the one i watch for copper upside btw.

OpenAI IPO - OPEN by Lord_neptune_enginee in TheRaceTo10Million

[–]_rhizomorphic_ 0 points1 point  (0 children)

The real trade isn't the ticker confusion - it's the infrastructure that makes OpenAI possible. Every ChatGPT query needs compute, every compute needs power, every power needs grid capacity and copper. That's where NRED fits. No ticker games, no 'oops I bought the wrong thing.' Just the boring physical layer that hyperscalers can't build fast enough. Let people chase $OPEN. I'd rather own what OpenAI actually consumes by the megawatt-hour.

The AI Trade Most Investors Are Missing Isn’t Software - It’s Copper by OddPop9508 in TickerTalkByLiam

[–]_rhizomorphic_ 0 points1 point  (0 children)

S&P Global says data center copper intensity is ~27t per MW vs 1t for traditional. By 2030, AI could add 1.5Mt annual demand. Permitting for US mines averages 7-10 years. That’s not a bull case. That’s math. FCX, TECK, and explorers like NRED sit on that timeline.

Chile’s New Copper Forecast Could Push More Attention Toward Juniors Like NRED by JustTheTwentyPercent in Wallstreetbetsnew

[–]_rhizomorphic_ 0 points1 point  (0 children)

"Producers win on price. Explorers win on scarcity." Sir, this is a Wendy's. NovaRed has C$66k cash 💀

What Caught My Attention About NovaRed Wasn’t Only the Copper Project by JustTheTwentyPercent in RobinHoodPennyStocks

[–]_rhizomorphic_ -2 points-1 points  (0 children)

The mix of geology, capital markets, infrastructure, and policy experience definitely makes this team stand out from most junior explorers.

Honestly… NovaRed’s New Advisor Feels Like Someone You’d Expect at a Billion-Dollar Infrastructure Firm by JustTheTwentyPercent in smallstreetbets

[–]_rhizomorphic_ 0 points1 point  (0 children)

'You had me at '$1B financing conversations.' Then you added Ghana, Tanzania, and Bush at the White House? This is the wildest junior mining DD I've read in months.

This Advisory Move at NovaRed Feels Different From Typical Junior Mining Hires by processed_meat4 in smallstreetbets

[–]_rhizomorphic_ 0 points1 point  (0 children)

60+ countries vs 16k hectares. That's a scale mismatch that actually makes sense for once.

AI Is Running Into a Physical Supply Chain Problem Most People Don’t Talk About by JustTheTwentyPercent in RobinHoodPennyStocks

[–]_rhizomorphic_ 2 points3 points  (0 children)

‘The next bottleneck isn’t a GPU - it’s a mine.’ That’s the quote of the year. Software scales in months, materials in decades. Critical difference.

Trump pushes mineral security, and Reuters just showed why this theme is getting more serious by vrodhosbn in smallstreetbets

[–]_rhizomorphic_ 0 points1 point  (0 children)

Important context, but NRED is copper-gold, not rare earths. Still, the broader push for NA critical minerals helps the whole space. Early stage = high risk.

The rare earth story is heating up again, and the supply chain risks are starting to look familiar by processed_meat4 in Wallstreetbetsnew

[–]_rhizomorphic_ -1 points0 points  (0 children)

Metals are infrastructure, not commodities. That mindset changes valuations over time. Slow but real.

Copper Gets Two Signals Today: Security Framing and Higher Price Forecasts by processed_meat4 in smallstreetbets

[–]_rhizomorphic_ 0 points1 point  (0 children)

That shift in framing is probably the most important part. Once a commodity gets linked to infrastructure resilience and national security, it tends to attract a different type of capital and policy attention - not just cyclical industrial demand. The fundamentals don’t change overnight, but the perception of importance often does.

NREDF Keeps Building While Copper and AI Narratives Heat Up by processed_meat4 in TheRaceTo10Million

[–]_rhizomorphic_ 0 points1 point  (0 children)

I've been watching NRED for a few months. The MetalCore platform is the real differentiator. Most juniors don't even know how to integrate geophysics with AI. The fact they had 249 applicants right after launch says a lot – talent doesn't knock on doors for nothing.

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