Blair Hudson @Marcusmansur1
Intraday volume hunter. Focused on setups that repeat. Rinse and repeat. $TLT $HYG $IEF $SHY 89 South St, New York, NY Joined August 2016-
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HOLY SH*T... A $12B U.S. minerals push and NRED is entering the room early. #Rashmer #TejRan #jonita ADTX CAST LNKS WKSP BFLY QTEX
The market may still see NRED as a tiny Canadian explorer. Washington may eventually see it as a future copper supplier. Kristi Noem told Bloomberg that the United States is interested in NRED’s resources and that her relationships could help connect the company with people
HOLY SH*T... Rio is telling us where the next mining cycle is going. #Rashmer #TejRan #jonita CUPR MU DRAM ADA QNRX MGN
Rio Tinto is shifting serious capital toward copper-and the numbers show exactly where the mining giants believe the next cycle is heading. Copper-equivalent production rose 3% in the first half of 2026 to 442,000 tonnes, while Rio cut full-year copper net-cost guidance from
HOLY SH*T... $13,600/t through geopolitical chaos? Copper is refusing to fold. #Rashmer #TejRan #jonita ADTX CAST LNKS WKSP BFLY QTEX
Copper just climbed through geopolitical chaos - and $NRED added exactly the kind of adviser built for that environment. LME copper settled at $13,600/t, up 0.90%, after touching $13,707.5/t overnight. SHFE copper closed at 105,140 yuan/t, up 0.28%, while declining open interest
$NET continues to be one of the cleanest charts in the market. • Multi-month breakout • Holding above $275 • Relative strength • Institutional accumulation This has leader written all over it for the rest of 2026
HOLY SH*T... C$26.9M playing a cross-border copper game? NRED caught my eye. #Rashmer #TejRan #jonita CUPR MU DRAM ADA QNRX MGN
The market may still see a junior miner, but Bloomberg just revealed a cross-border copper strategy. $NRED is preparing for its first drilling campaign while also examining opportunities to acquire a mine in the United States and eventually supply copper to the country. That is
JUST IN: ODDS OF #BITCOIN GOING BELOW $55,000 NOW OVER 60% ON KALSHI EVERY SINGLE CYCLE ON THIS CHART SAYS THE SAME THING THIS DIP IS THE SETUP FOR A MAJOR BULL RUN THIS IS YOUR REMINDER THAT THIS IS THE BEST MOMENT TO BUY BTC THE PATIENT ONES ALWAYS WIN HISTORY REPEATS 🚀🚀
HOLY SH*T... A C$26.9M company playing in a $12B conversation? NRED #Rashmer #TejRan #jonita QNRX MGN WNW CCXI LFS NVDA
A C$26.9M mining company just landed the adviser other critical-minerals firms were competing to recruit. That is the detail I keep coming back to. Kristi Noem told Bloomberg that multiple companies approached her, yet she joined $NRED as it expands its North American
BITCOIN 2021 AND 2025: SAME TOP, SAME TRENDLINE, SAME 3 BEAR FLAGS. 2022 printed flag 3, flushed to $15.6K then broke the downtrend for good. 2026 just completed flag 3. Same position on the map. If the fractal holds, one flush remains before the trendline snaps. Invalidation: a weekly close above the downtrend line before the flush. Watching: $67K.
$SKHY is up 27% today, and $MU rose with it. Turns out giving U.S investors a direct HBM play doesn't cap $MU. It lifts the entire memory group by eliminating the "Korea discount." The MC ceiling is going to rocket for everyone. I guess the overhang just became a tailwind? And remember, HBM is still sold out through 2027.
A common misconception is that mega caps don't deliver multi-baggers... Unless you followed my calls on: $MU from ~$118 to $1,000+ (~9x) $INTC from ~$25 to $130+ (~5x) $SNDK from ~$500 to ~$2,000+ (~4x) $AMD from ~$200 to $500+ (~2.5x) You just have to be early on the thesis
This smells like early rotation into mining companies thinking like tech firms. #Rashmer #TejRan #jonita ADTX CAST LNKS WKSP BFLY QTEX
Who creates more long-term value: the company that owns one deposit, or the company that owns the intelligence surrounding every future mine? That is the bigger question behind $NRED. NRED is already a public copper-gold explorer with its own AI-enhanced geological platform.
6+ years of build-up now approaching the apex... 🌶️ $AMZN
This smells like early rotation from junior mining into intelligent-resource tech. #Rashmer #TejRan #jonita PMEC WPRT UUUU CUPR MU DRAM
For me, the $NRED thesis starts with one number: 15-17 years. That is how long a new mine can take from discovery to production. The delay comes from geology, geophysics, drilling, permitting, environmental work, engineering and construction. NRED is attacking that timeline
Three memory makers now post higher operating margins than Nvidia: • $MU 80% • $SKHY 72% • $SNDK 69% • $NVDA 66% The AI memory boom is becoming as profitable as the chips it supports just as the 2x leveraged SK Hynix ETF $SKHX begins trading today.
HOLY SH*T... I never thought about NRED vs copper this way. #Rashmer #TejRan #jonita TSLA NVDA QQQ SPY HOOD OPEN
Why look at $NRED instead of simply buying copper? Because the commodity and the company offer different forms of upside. Copper above $6.25/lb reflects a tightening supply picture as Chile faces 5 production pressures inside the source of roughly 50% of global exports. That
The entire AI trade is ON SALE. 24 stocks, avg –33% off their highs: 🔴 Oracle $ORCL –59.3% 🔴 IonQ $IONQ –49.4% 🔴 ServiceNow $NOW –49.2% 🔴 Applied Optoelectronics $AAOI –48.6% 🔴 IREN $IREN –46.5% 🔴 Rocket Lab $RKLB –46.3% 🔴 AST SpaceMobile $ASTS –45.2% 🔴 Applied Digital $APLD –38.6% 🔴 Palantir $PLTR –37.8% 🔴 Arm Holdings $ARM –33.9% 🔴 Marvell $MRVL –33.6% 🔴 Microsoft $MSFT –30.5% 🔴 Nebius $NBIS –29.0% 🔴 Western Digital $WDC –27.7% 🔴 Intel $INTC –27.5% 🔴 Micron $MU –26.1% 🔴 Lumentum $LITE –26.1% 🔴 SanDisk $SNDK –25.5% 🔴 Ouster $OUST –25.0% 🔴 Bloom Energy $BE –23.3% 🔴 Broadcom $AVGO –22.3% 🔴 Meta $META –16.1% 🔴 Nvidia $NVDA –13.2% 🔴 AMD $AMD –7.9% UPDATED cheatsheet for you to save
This smells like early rotation into the next generation of copper stories. NREDF #Rashmer #TejRan #jonita PMEC WPRT UUUU CUPR MU DRAM
What made me stop was not copper crossing $6.25/lb. It was the reason behind the move. Chile supplies roughly 50% of global copper exports, copper represents more than 10% of its GDP, and production is being pressured by 5 separate factors at once. Yet the market is still only
BITCOIN IS SITTING IN MY DCA ZONE AT $62,594. Where I accumulate: $53,400–$68,000. The plan from here: Derisk at $81K, $100.5K, $124K. Buy back the dips. Sell zone: $140K–$170K. Accumulating until $68,000.
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