A place where you can lose money in the company of friends and similar degenerates,
@mining $NVDA $PLTR $OPEN $CAT $NRED $RIO
this is not financial advice
COPPER JUST HIT A SPEED BUMP
LME inventories jumped by more than 20,000 tonnes, easing the immediate supply squeeze and pushing copper back below $14,000/tonne.
But one inventory jump does not solve the long-term supply problem.
That is where $NRED gets interesting. Wilmac is still an early-stage exploration story, but the company recently identified 23 potassium anomalies and 18 structural corridors across the project.
If copper remains structurally tight, the market will eventually need new discoveries, not just more metal moving into warehouses.
Short term: watch copper support.
Long term: watch who is looking for the next supply
$NRED is building an AI dataset for mineral discovery - and the scale is growing fast.
This is not $TSLA $PLTR, which is currently heavily shorting Michael Barry
MetalCore expanded to more than 2.7 million records, including over 1.4 million geochemical samples, nearly 800,000 mineral occurrence and deposit records, and more than 583,000 mining claim records.
The idea is simple: combine huge geological datasets, use AI to rank exploration opportunities, and potentially make mineral targeting faster and more data-driven.
For a copper-gold explorer, that creates a second angle beyond the metal itself: $NRED is trying to pair critical-mineral exploration with proprietary AI technology.