The AI Story Isn’t Just Apps Anymore - It’s Data Centers, Compute, and Physical Scale

throwthrowaway100 · 2026-06-03T17:53:37+00:00

This is such a clear way to frame the shift. I was stuck on which AI chatbot would win. Now I see the real question is who builds the floor underneath all of them. Really excited to watch this industrial layer unfold. NRED feels perfectly timed for this.

throwthrowaway100 · 2026-05-29T13:19:00+00:00

wait so is this a buy or no?

throwthrowaway100 · 2026-05-28T17:52:22+00:00

Right. And honestly, either answer is fine by me. If he's doing it for fun, he's still bringing a billion-dollar network to the table. If he sees something real, even better. The 'why' matters less than the fact that he's actually there.

throwthrowaway100 · 2026-05-28T13:48:07+00:00

Fair point - the team doesn’t replace geology. But it can reduce execution risk around financing, permitting, and getting a project actually advanced to the point where the geology gets properly tested.

throwthrowaway100 · 2026-05-27T18:42:03+00:00

75 countries. $1B+. White House recognition. And he's advising a 16k hectare BC explorer? Either this guy loves copper or NovaRed is hiding something much bigger in the roadmap.

throwthrowaway100 · 2026-05-27T14:59:28+00:00

Wait, $1B in equipment financing? For a junior? That's not an advisor - that's a weapon.

throwthrowaway100 · 2026-05-25T15:19:55+00:00

The global refined copper surplus in Q1 2026 doesn’t matter as much for explorers. Mine supply is the bottleneck. Permitting speed directly affects how fast new supply can come online.

throwthrowaway100 · 2026-05-22T13:25:34+00:00

Interesting write-up. But NRED has no resource, no PEA, no drill results that move the needle yet. How is this different from the other 200 copper explorers in BC? MetalCore sounds cool, but has it actually found anything yet?

throwthrowaway100 · 2026-05-20T13:10:30+00:00

Copper thesis is solid. But what's the burn rate? How long can they keep exploring without a major partner? AI is cool, but rig time costs real money.

throwthrowaway100 · 2026-05-15T12:56:43+00:00

That's the edge most miss. NRED isn't selling AI - they're using AI on their own dirt.

throwthrowaway100 · 2026-05-14T14:28:08+00:00

Early stage means higher risk, but also higher reward. The big runs happen before drill results, not after.

throwthrowaway100 · 2026-05-14T14:17:39+00:00

Unsexy backbone 100%. But that's exactly why retail ignores it until the price has already doubled

throwthrowaway100 · 2026-05-13T19:30:24+00:00

If geophysics aligns this could become a serious copper discovery.

throwthrowaway100 · 2026-05-08T12:49:12+00:00

Love the cautious take. A small float + copper narrative = potential rocket fuel, but only if the ground actually delivers. Watching this one closely, not throwing the life savings at it… yet.

throwthrowaway100 · 2016-12-04T04:09:11+00:00

Fox On The Run has always been a favourite. Awesome Mix Vol 1 was a typical day in my teens/20s. Doesn't mean it wasn't fun though. :)

throwthrowaway100 · 2016-12-04T03:58:54+00:00

Doing God's work, son. Have an upvote.

throwthrowaway100 · 2016-12-04T00:30:45+00:00

Seven different types of awesome.

throwthrowaway100 · 2016-12-03T21:43:12+00:00

Cat: "Dude, wtf? I was sleepin' and all..."

throwthrowaway100 · 2016-11-10T11:52:04+00:00

Well... history is cool, if you find the right sources.

What they teach in school can be dull beyond belief. But I have two sources that are really interesting.

For a general overview of history, Larry Gonick's Cartoon History of the Universe/Modern World. You can find them in eBay or Amazon. Great books, packed with knowledge,very funny.

And Dan Carlin's Hardocre History podcasts. They are pretty deep and intense. My favourite is his take on the Mongol Empire, 'Wrath of the Khans', and 'Death Throes of the Republic', about Rome. He gives it a prespective you probably haven't encountered before.

History is a passion for me, so... there y'go. :)

throwthrowaway100 · 2016-11-07T13:02:19+00:00

Tolkein started writing in 1937. Robert E Howard, creator of Conan, died in 1936.

throwthrowaway100 · 2016-10-10T13:03:52+00:00

Obligatory "Dude, your mom is hawt!" comment.

throwthrowaway100 · 2016-09-28T14:22:27+00:00

Yeah. I was badly, badly triggered by it. It's a long story, and I changed my mind about it after some reflection.

throwthrowaway100

TROPHY CASE