u/Juretal

Every market cycle has its favorite Reddit stocks.

Then one day nobody talks about them anymore.

Not because there was one big dramatic ending. They just slowly disappear from the daily threads.

I remember seeing SOFI, PLUG, LCID, DKNG, BABA, SPCE, CHPT, TLRY, FUBO and OPEN everywhere.

Now it feels like the conversation moved to PLTR, NVDA, RKLB, ASTS, nuclear names, AI infrastructure, and smaller commodity plays like NRED.

That is what makes me wonder: are forgotten stocks sometimes better opportunities, or are they usually forgotten for a reason?

Which stock did Reddit completely abandon that you still think has a chance?

NXXT is not moving on a quiet premarket print. The stock closed around $0.2804, then traded in the $0.54 to $0.63 range premarket, up roughly 90% to 125%, with reported before-hours volume above 81M shares. That is the real tell. A lot of small caps spike in thin premarket trading. This one is doing it with serious participation.

The Q1 report gave traders something concrete to react to. Revenue came in at $21.1M, up 29% YoY from $16.3M, and above the $18.1M analyst estimate cited by Benzinga. Gross profit jumped to $1.7M from $518k, gross margin expanded to 8.1% from 3.2%.

That is why this move feels different from a normal low-float rip. The company beat on revenue, improved gross margin by 490 bps, reduced interest expense by about 80% YoY, and then the market responded with massive volume. Cash is still the weak point at around $208k, so risk is not gone. But the operating trend is clearly improving.

For traders, the level to watch now is simple: does the stock hold above the $0.50 to $0.53 zone after the open? If it does, the premarket move starts looking like acceptance. If it loses that area fast, it probably needs to reset after the gap. Either way, 80M+ premarket volume puts this firmly on the watchlist today.

Not advice.⁩

I have been trying to get better at doing research before actually heading out into the field.

Usually I see people mention the same core tools: Google Earth, old topo maps, USGS data, BLM claim maps, state geological surveys, historical mine records, lidar where available, and local knowledge from people who have actually spent time on the ground. I still think fieldwork matters most, but I also think the research step can save a lot of wasted time.

I recently came across MetalCore by NovaRed Mining. From what I understand, it is an AI-based mineral screening tool that looks at different layers like geology, geochemistry, geophysics, historical reports, nearby deposits, structural trends, and property-level data. The basic idea seems to be ranking areas by mineral potential before someone spends time and money checking them in person.

They are opening 1,000 free early seats, and I saw around 260 were already taken, so I grabbed one just to test it. I am not treating it like a magic discovery tool or a replacement for boots on the ground. More like another research layer, similar to how someone might use maps or old reports before picking a spot.

Curious how others here approach this. What tools or databases do you use before deciding where to prospect? Has anyone here tried AI, GIS, or mineral potential mapping tools for early research?

NRЕD has already had a big move, but the more useful question now is whether the story is shifting from land package to actual drill targeting.

NоvaRed Mining, CSE: NRЕD and OTCQB: NRЕDF, recently reported historical 3DIP/AMT interpretation at Wilmac showing two interpreted intrusive centers and several pipe-like porphyry-style targets, per company PR. That matters because IP/AMT is used to image chargeability and resistivity underground, basically helping explorers see where potential mineralized systems might be hiding before drilling.

The project is now about 16,078 hectares and sits roughly 10 km west of Hudbay's Copper Mountain Mine in BC. Proximity does not prove anything, but it gives Wilmac a real district benchmark. The company has also added Plume and Trojan-Condor areas, giving it more than one target to work on.

For traders, the stock is near recent highs after a huge run, so risk is different now. For longer-term investors, the next key step is whether 2026 geophysics can produce credible drill-ready targets.

NFA. Are you watching NRЕD as a momentum trade, an exploration bet, or both?

[ Removed by Reddit on account of violating the content policy. ]

Copper is becoming one of the cleaner ways to think about the AI infrastructure buildout.

Data centers need power. Power needs transformers, substations, cabling, cooling systems, backup systems, grid upgrades, and transmission capacity. Copper is used across that chain. Data center copper demand alone could rise from about 1.1 million metric tons in 2025 to 2.5 million metric tons by 2040. Global copper demand could move from about 28 million metric tons annually to more than 42 million metric tons over the same period.

That demand picture is why junior copper explorers can attract attention during copper bull markets. From 4/30/2021 to 4/30/2026, one Sprott comparison showed junior copper miners up 139.29%, copper miners up 90.92%, U.S. equities up 85.39%, commodities up 55.50%, and spot copper up 31.35%. Copper moved, but copper equities showed more torque.

NovaRed Mining, sits in the high-risk junior exploration bucket.

The company controls the Wilmac Copper-Gold Project in British Columbia, about 10 km west of Hudbay's producing Copper Mountain Mine. Copper Mountain provides regional context, not proof of discovery. Hudbay has reported Copper Mountain proven and probable reserves of 345 million tonnes grading 0.26% copper and 0.12 g/t gold.

Wilmac itself is now about 16,078 hectares, or roughly 160 square kilometers. That is about 30,000 football fields and about 2.7x the size of Manhattan. The project has enough physical scale to support a district-style exploration thesis.

The newest catalyst is North Lamont. NovaRed reported 43 soil samples, with copper values up to 379 ppm. The western cluster averaged 209 ppm copper across nine samples above 150 ppm. The company also reported moderate-to-high Sr/Y and moderate V/Sc indicators, with the patterns spatially agreeing with the magnetic anomaly.

AI does not replace drilling, and it does not turn an anomaly into a deposit. The useful AI angle is target ranking. Modern exploration combines magnetic surveys, IP/AMT, soil geochemistry, historical databases, satellite imagery, and structural models. AI-assisted workflows can help process those layers faster and reduce wasted drill meters.

NovaRed is still speculative. No mine, no resource, no revenue. Soil geochemistry is not a drill result. Financing and dilution risk are real. The reason I am watching is the combination: copper demand, Wilmac scale, North Lamont data, IP/AMT as the next catalyst, and a data-driven targeting approach.

Most people still talk about copper like it is only a mine supply story.

I think that is becoming too simple.

Copper demand is being pulled by AI power demand, grid upgrades, EV charging, renewables, defense, industrial electrification, and data centers. S&P Global has projected copper demand rising from about 28 million tonnes in 2025 to roughly 42 million tonnes by 2040.

But the more interesting part is not just demand. It is the number of things that can interrupt supply before the copper even reaches the market.

Sulfuric acid is one example. Goldman has said SX-EW accounts for about 17% of global copper production, and acid availability has become a real issue for Chile and the DRC. That is not a geology problem. That is a chemistry and logistics problem.

Then there are the usual mining issues: falling grades, water constraints, power costs, permitting delays, local opposition, capex inflation, and long lead times.

That is why I think copper names may start trading less like one generic commodity group and more like a supply-chain map.

Producers with existing output get near-term price leverage. Western projects may get more attention if investors start caring about jurisdiction, infrastructure, and cleaner logistics. Explorers are still risky, but they are also where the next project pipeline starts.

The setup is not just "copper demand goes up."

The more interesting setup is that copper demand is speeding up while the supply chain behind copper is getting more complicated.

Are you looking at copper as a price trade, or as a supply-chain trade?

The demand side of copper is easy to list.

AI data centers need power infrastructure. EV chargers need grid connections. Renewables need transmission. Batteries need interconnection. Utilities need transformers and substations. Industrial electrification needs wiring, motors, switchgear, and copper-heavy equipment.

The supply side is harder to solve.

New copper mines can take 18 to 30 years to bring online. Older mines are dealing with depletion and lower grades. Permitting can delay projects even when copper prices are high. Local opposition can slow or stop projects before construction starts.

Copper is around $5.88/lb. Many 2026 forecasts still sit around $10,000 to $12,000 per tonne, with bull cases closer to $15,000 per tonne if deficits widen.

That makes me think the market may keep searching for future supply. Producers are easier to value. Developers have project-risk. Explorers have discovery-risk.

The explorer bucket is the riskiest, but it can get attention when copper stays elevated and people start asking where the next tonnes come from.

NFA, just mapping the sector.

Which copper bucket has the best risk-reward right now: producers, developers, or explorers?

[ Removed by Reddit on account of violating the content policy. ]

Sam Altman backed KoBold is moving on a copper mine that could eventually produce over 300000 tonnes per year.

That number sounds huge until you compare it with the supply gap.

S and P Global projects copper demand rising from about 28 million tonnes in 2025 to around 42 million tonnes by 2040. That is a 14 million tonne increase. One 300000 tonne per year mine would cover only about 2.1 percent of that added demand.

That is the backstory.

AI is not just a software trade. Data centers need power. Power needs transmission. Transmission needs copper. EVs, grid upgrades, defense systems, and industrial electrification all pull from the same metal supply chain.

The problem is timing. Large copper mines can take 10 to 15 years from discovery to production. Reserves at existing producers decline over time, and the world still depends on giants like BHP, Glencore, Freeport, and Codelco for major supply.

That is why early-stage explorers start to matter before they dig.

NovaRed Mining (NRED) is still pre-drill, but it sits in the part of the pipeline where future supply begins. The company controls more than 16000 hectares in British Columbia’s Quesnel porphyry belt, about 10 km from Copper Mountain. It is working toward drill targets with about 80 line kilometres of geophysics planned.

The math is simple. If the world needs 14 million more tonnes of copper by 2040, it needs dozens of large new discoveries. One KoBold-scale mine is not enough.

NFA.

Are people underestimating how early the market has to start pricing future copper supply?

The Defense Production Act update makes the energy story much bigger than normal market commentary. These determinations say the government can support grid infrastructure, large-scale energy projects, petroleum logistics, and LNG supply chains because they are tied to national defense. That is a very different level of urgency than a standard clean-energy headline.

The details are specific. Transformers, substations, transmission lines, high-voltage circuit breakers, control electronics, storage terminals, pipelines, LNG infrastructure, and large-scale project development are all included. That tells you where the bottlenecks are. The issue is not only producing energy. It is moving it, controlling it, storing it, and deploying it faster.

That is where this becomes interesting for smaller energy names. The market usually waits for contracts, but policy often moves first. If DOE starts using grants, loans, purchase commitments, or offtake agreements, companies already aligned with fuel logistics, distributed power, and infrastructure buildout could get more attention.

For $NXXT, that connection is pretty direct. Fuel delivery is already operating today, while microgrids and energy infrastructure sit behind it as the second layer. When federal policy starts targeting the exact bottlenecks around energy deployment, the setup becomes more than a chart trade.

Not advice.

Lately, breakouts haven’t been as clean as they used to be. You’ll see a level break, quick follow-through, and then an immediate fade back into the range.

That kind of price action usually happens when liquidity is uneven or when too many traders are positioned for the same move. It creates a situation where the first breakout becomes a trap, and the real move happens later or not at all.

What I’ve started doing is waiting for confirmation instead of reacting to the first break. That might mean waiting for a retest, stronger volume, or a clear hold above the level instead of just a quick push through it.

It results in fewer trades, but also fewer frustrating losses. In this kind of environment, patience tends to outperform speed.

Before looking at any explorer, there is one basic question. Does the district actually produce copper at scale.

Hudbay’s Copper Mountain already answers that.

The operation holds about 345 million tonnes of reserves at 0.256 percent copper with about 1.3 million ounces of gold. Mine life extends to around 2045, with planned production of about 57500 tonnes of copper per year starting in the 2027 to 2028 window. Long term planning uses about $4.40 per lb copper.

That matters because it proves the Quesnel belt supports large alkalic porphyry systems that can be mined economically.

For NovaRed Mining (NRED), that removes one layer of uncertainty. The Wilmac project sits about 10 km or 6.2 miles from Copper Mountain, inside the same belt and geological setting. The company does not need to prove the region works. It needs to show that similar mineralization exists on its ground.

NFA.

When you evaluate early stage projects, how much value do you assign to being next to a long life producing mine?

[ Removed by Reddit on account of violating the content policy. ]