Copper鈥檚 the quiet bottleneck of the whole AI buildout. Supply peaking right as demand rips is a setup you don鈥檛 ignore.
#teenageee
$AMZN $SOUN
Copper is turning into one of the biggest resource stories of the AI era
S&P Global projects global copper demand to rise from about 28M metric tons in 2025 to roughly 42M tons by 2040, a 50% increase. At the same time, mined supply is expected to peak around 2030 and then decline, potentially leaving a supply gap of about 10M tons by 2040.
Why? Grid expansion, EVs, renewable power, AI data centers and defense are all increasing copper demand at the same time.
That is where the $NRED story gets interesting.
NRED recently shifted its strategy toward MetalCore AI, mining robotics and autonomous technologies designed for mineral exploration and mining. Instead of relying on one property, the company is trying to build technology that can help identify, evaluate and prioritize mineral opportunities more efficiently.
If the world needs substantially more copper and critical minerals, technologies that help miners find and evaluate new resources faster could become increasingly important.
Copper shortage + AI-driven exploration + mining robotics is the bigger theme behind $NRED
AI mining robotics is a whole different ballgame than legacy metal digs. New CEO, new narrative, watching this one closely.
#Tejran
$CRM $HOOD
BREAKING: $NRED is making a full pivot into AI mining technology. MetalCore AI, mining robotics and autonomous systems are now the company鈥檚 core focus, with Valentin Saitarli stepping in as CEO to lead the new strategy. This is becoming a very different mining story
This is how you turn a miner into a tech play. AI plus robotics is the angle nobody's pricing in yet.
#teenageee
$TSLA $MSTR
$NRED is no longer just a mining story
The company is now building around 3 core pillars:
1. MetalCore - a platform for mineral exploration, analysis and resource development
2. Artificial Intelligence - AI to analyze geological data, identify targets and improve decisions
3. Mining Robotics & Automation - robotic and autonomous technologies for safer, smarter and more efficient mining
That鈥檚 the kind of strategic shift that can completely change how traders view the company
AI + robotics + mining tech is now the real NRED narrative
Mining tech + AI leadership is a real combo. Watching how this rebuild plays out.
#teenageee
$SOUN $MU
BREAKING: $NRED is rebuilding around mining technology
MetalCore AI is now the core platform, with robotics, autonomous systems and automation moving into the strategy
New CEO Valentin Saitarli brings AI and computer vision directly into the top role
$NRED pivoting hard into mining robotics with MetalCore AI is the kind of reinvention most juniors never attempt. New CEO Valentin Saitarli clearly has a thesis.
#qazitouqeer
$BAC $IBM
MetalCore AI + robotics + new AI-focused CEO = complete strategic reversal of $NRED
AI plus mining robotics is the kind of pivot that actually gets me interested. Watching this one.
#uditisingh
$MRNA $TSLA
Folly馃殌 retweeted
$NRED is no longer trying to be just another junior miner
The new strategy is much bigger: MetalCore AI, mining robotics, automation and smarter exploration.
New CEO Valentin Saitarli brings an AI/computer vision background, which fits the direction perfectly.
Mining tech is becoming the story now
The bigger picture behind the latest $RYET news is much larger than one Malaysia agreement
AI in healthcare is becoming a global industry. Current market estimates put the sector at roughly $56B in 2026, with forecasts reaching around $1 TRILLION by 2034.
That is the market backdrop for RYET latest move.
Ruanyun announced a definitive agreement involving Cogni AI and BioNexus Gene Lab in Malaysia, giving its AI technology a path into healthcare rather than keeping it limited to education and enterprise applications.
The structure is interesting too: an exclusive license framework of up to 20 years, 10% royalty economics on qualifying technology receipts, and 560K BGLC shares at closing.
For me, this is what makes the news important.
RYET is not suddenly becoming a healthcare giant. It is testing whether Cogni AI can be licensed into a completely different industry and international market while that industry itself is experiencing massive AI adoption.
Education was the starting point.
Enterprise AI expanded the story.
Now healthcare adds another potential use case.
If Cogni AI can continue moving across industries and markets, that becomes a much more interesting business model than relying on one product or one sector.
Malaysia may be only the first healthcare test, but it puts RYET directly in front of one of the fastest-growing global technology trends.
Cogni AI moving into healthcare is a useful test of whether the technology can travel beyond its original use cases. The next updates should be interesting. RYET keeps getting more interesting.
$GM #teenageee #BBNaija
$RYET the Malaysia healthcare deal with BioNexus gives Cogni AI a new commercial path, with up to 20 years of exclusivity, 10% royalty economics and 560K BGLC shares at closing
New market. New vertical. More attention on the story.
20 years exclusive and 10% royalty? that's not a press release, that's a revenue stream. locking in
#minichat
$QBTS $VKTX
BREAKING: $RYET is entering Malaysian healthcare
New Cogni AI deal with BioNexus includes an exclusive license for up to 20 years, 10% royalty economics and 560K BGLC shares at closing.
New vertical. New market. Bigger global story
Folly馃殌 retweeted
HAPPY FRIDAY!
The S&P 500 has gained over $650 BILLION in market cap so far today, up 1% 馃搱
AI + education is becoming a bigger global theme.
$RYET is expanding beyond China with smart campus tools, AI platforms and international education projects, while preliminary H1 FY2027 revenue is expected at $9.3M-$9.5M
$SNOW $TSM are on the radar today.
Daily Market Memo helps surface catalysts and updates worth a closer look at dailymarketmemo.com/email
#DailyMarketMemo






























