r/RobinHoodPennyStocks

One thing that stands out lately is how the conversation around copper keeps moving away from normal commodity-cycle discussions and toward national security.

Retired U.S. Navy Commander Phil Ehr just did another interview discussing what he calls a growing “copper security crisis,” and honestly the macro backdrop keeps getting more bullish for long-term copper exposure.

The core idea is simple:

Modern economies increasingly depend on copper for:

• AI infrastructure

• data centers

• electrical grids

• defense systems

• robotics

• EVs

• industrial electrification

But future copper supply growth looks much harder than future demand growth.

At the same time:

• China still dominates major parts of mineral processing and refining

• Western governments are discussing strategic mineral stockpiles

• permitting timelines remain extremely long

• AI infrastructure demand keeps accelerating

• robotics could become another major copper-demand layer

That combination is why copper is increasingly being treated as strategic infrastructure instead of just an industrial metal.

And honestly that broader macro shift makes junior copper exploration stories more relevant.

Which brings me back to:

• CSE: NRED

• OTCQB: NREDF

Phil Ehr is actually part of NovaRed Mining’s advisory board, which feels increasingly intentional given how strongly the company appears to be positioning itself around:

• strategic copper

• critical minerals

• AI infrastructure demand

• North American supply chains

Meanwhile Wilmac itself keeps becoming more technically advanced.

Recent work added:

• copper-in-soil support reportedly up to 1,125 ppm Cu

• North Lamont highs up to 379 ppm Cu

• western cluster averaging roughly 209 ppm copper

• historical 3DIP/AMT interpretation

• two interpreted intrusive centres

• upward pipe-like porphyry features

• deeper conductivity anomalies

The project itself is also district-scale:

• around 16,078 hectares

• roughly 160 square kilometers

• around 39.7k acres

• roughly 30k football fields

And importantly:

Wilmac sits roughly 10 km west of Hudbay Minerals Inc.’s Copper Mountain Mine inside BC’s Quesnel porphyry belt.

The MetalCore side of the company also feels increasingly relevant because mining itself is moving toward:

• AI-assisted exploration

• integrated geophysics

• probabilistic targeting models

• data-driven exploration workflows

NovaRed recently reported:

• 249 onboarding applicants shortly after MetalCore launch

Still speculative obviously. No defined resource and no producing mine.

But the macro timing is hard to ignore.

Feels like copper is slowly becoming part:

• infrastructure story

• AI story

• geopolitical story

• national-security story

all at the same time.

And if that trend continues, companies tied to future copper supply in stable jurisdictions could start getting much more market attention over the next cycle.

NFA

I’ve been seeing a lot of people online be bullish on copper and energy companies due to the AI demand. However I’m looking at it from a different angle. MicroLED’s and photonics in general stand a strong chance to greatly diminish the demand for copper and energy in GPU processing. I just wanted to explain to you guys what it was for those who are unfamiliar. I don’t think very many people on the market are aware of how revolutionary microLED’s are for processing.

MicroLED’s replace traditional copper wires and expensive laser systems by using microLED display sensors as optical transceivers. It drastically reduces the strain on several things that traditional copper or fiber optic system endure. Like high power usage, heat, water cooling, etc.

It also has me questioning why some of these data centers are getting put on pause too. It would make sense if they are getting hesitant to invest billions in infrastructure they may possibly be outdated soon. On top of the power and copper constraints already in action.

Some of you may remember me talking about QCLS a few months ago; it is a similar tech. I passed on it as a long hold though because the fundamentals looked a bit too high risk for me. FABC on the other hand has $30m in cash and plans to demonstrate the tech before the end of the year. They also have 2 NDA's signed with industry leading chip makers. Also KOPN has partnered with them on this. KOPN has about a 20% stake in the company. This isn't striking me as a typical penny stock.

Also, if you look at the chart on FABC it is down quite a bit from the high. However FABC started trading under Fabric.AI in late April 2026. It's essentially a new company but the chart is deceptive. It used to be a completely different company.

Anyway, I don't think KOPN would've partnered with them if they weren't onto something. I've been looking to gain exposure on this tech for a while and POET, KOPN and FABC are the three that I think will benefit from it.

Do some research on it though. I think this is very promising tech we need to keep an eye on. Good luck out there guys!

Right when they just dropped the drink in NY too. Everything aligned. Massive accumulation from institutions lately. This is for awareness info. Clueless bears “trying to save us” that have no clue about anything going on within the company please do not respond. I’m done arguing. I follow this stock like a hawk and 99% of people have no clue what’s going on or coming. They had two goals being profitable EOY: Reduce cash burn and add margins. Last report showed they had the best cash burner quarter in years, step 1 completed. The new products coming like the drinks just dropped, beer and milk products, and bar/snacks are going to be a lot higher margins than old products. Recently switched the formula of their OG products. They now have 20+ of the only plant based products in the industry to be clean project label. Which got rid of that “over processed narrative they brought their price down for years. Beef industry paid to jpush that narrative by the way. Millions to creators. Now there is no questioning with new formula. It’s healthier than 99% of anything in your local store rn. Big summer and year ahead

One thing I have noticed lately is that OTCQB: NREDF keeps showing up across more retail investing platforms and feeds.

That might not sound important at first, but visibility matters a lot for small-cap mining names, especially when the macro backdrop starts turning favorable.

And honestly the copper backdrop right now is probably the strongest I have seen in years.

Recent headlines continue pointing toward:

• record copper prices near $6.69/lb

• hedge funds increasing bullish copper positioning

• AI data-center demand growth

• transformer shortages

• electrification and grid expansion

• long-term copper supply deficits

S&P Global now projects copper demand potentially reaching 42M tonnes by 2040, versus roughly 28M tonnes in 2025.

That is a huge structural demand shift.

At the same time, Wilmac itself keeps becoming more technically advanced.

Recent exploration updates added:

• copper-in-soil support up to 1,125 ppm Cu

• historical 3DIP/AMT interpretation

• two interpreted intrusive centres

• upward pipe-like porphyry features

• deeper conductivity anomalies

• chargeability support

The project also covers:

• around 16,078 hectares

• roughly 160 square kilometers

• about 30k football fields

And the location is strong:

• roughly 10 km west of Hudbay Minerals Inc.’s Copper Mountain Mine

• inside BC’s Quesnel porphyry belt

• existing infrastructure nearby

The AI side through MetalCore also keeps becoming more relevant.

Most juniors still operate with traditional exploration workflows. NREDF is already integrating:

• AI-assisted targeting

• probabilistic geological analysis

• geophysical dataset integration

• mineral prospectivity modeling

The company also recently reported:

• 249 onboarding applicants shortly after the MetalCore launch

That is actually pretty notable for a junior mining company.

The bullish part for me is that several separate narratives now seem to be converging around the company simultaneously:

• stronger copper macro

• AI infrastructure demand

• strategic metals focus

• improving geological interpretation

• AI-enabled exploration

Still obviously speculative and early-stage.

But compared to where the story stood even earlier this year, OTCQB: NREDF now feels much more aligned with where both the copper market and mining industry are heading long term.

NFA

SMTK – Anyone else looking at this one?
Been digging into SmartKem (SMTK) lately and wanted to get some thoughts from the group.
The company makes organic thin-film transistors (OTFTs) that are flexible, ultra-low power, and can be printed at scale. From what I’ve read, this tech could be really useful for next-gen wearables, edge AI devices, and even humanoid robots where power efficiency and flexibility matter a lot. Current silicon solutions tend to struggle in those areas, so if OTFT catches on, it might have some real long-term potential.
What stood out to me is that the stock is still trading under $0.30 with a relatively small market cap. Volume has been picking up a bit recently and there seems to be some quiet interest from bigger players (based on what I could find in filings and flow data). Not saying anything crazy is about to happen, but it feels like one of those names that could fly under the radar until something actually develops.
I’m not claiming this is the next big thing — just sharing what I found and wondering if anyone else has looked into the tech or the recent activity. Would love to hear other perspectives or if I’m missing something obvious.
Anyone else following SMTK?

I feel like it's talking to me.....................

Or teaching me.. freaking me out!!!

So wild.

One thing I’ve noticed lately with NovaRed is that the company does not seem interested in building a typical junior mining advisory board.

Most small explorers usually add:

• geologists

• engineers

• mining financiers

NREDF keeps adding people connected to:

• geopolitics

• public policy

• ESG strategy

• communications

• international advocacy

• strategic critical minerals

The latest addition is Jacob Amsterdam. According to the company, he joins the advisory board to support NovaRed’s:

• ESG positioning

• responsible critical-minerals strategy

• governance narrative

• stakeholder engagement

• anti-corruption risk management

• reputation strategy

That honestly feels much bigger-picture than a normal exploration appointment.

Amsterdam comes from Amsterdam & Partners LLP, an international law and geopolitics firm with offices in Washington and London. The release mentions his background includes:

• international investigations

• public-policy disputes

• advocacy work

• governance strategy

• human-rights matters

• cross-border advisory experience

Again - not normal junior mining positioning.

And when you zoom out, the broader strategy actually starts making sense.

Copper is increasingly being discussed through:

• AI infrastructure

• energy security

• electrification

• supply-chain vulnerability

• strategic minerals

• geopolitical risk

Meanwhile NovaRed’s Wilmac project keeps becoming more technically advanced.

Recent work added:

• copper-in-soil support up to 1,125 ppm Cu

• historical 3DIP/AMT interpretation

• two interpreted intrusive centres

• upward pipe-like porphyry features

• deeper conductivity anomalies

The project also covers around 16,078 hectares roughly 10 km west of Hudbay Minerals Inc.’s Copper Mountain Mine inside BC’s Quesnel porphyry belt.

The advisory board itself is becoming pretty interesting too.

So far NovaRed has added:

• Phil Ehr - 26-year U.S. Navy veteran and national-security strategist

• Gregory Fedun - 30+ years in resource development and capital markets

• Jacob Amsterdam - ESG, governance and geopolitical advisory background

That combination honestly makes the company feel like it is positioning itself around the larger “strategic copper” narrative rather than acting like a standard small-cap explorer.

Still obviously speculative and early-stage.

But the mix of:

• improving geology

• district-scale land

• AI-assisted exploration through MetalCore

• strategic advisory additions

• stronger copper macro conditions

is making NREDF one of the more interesting junior copper stories I’ve followed lately.

NFA

Just looked at the latest NRED numbers again and honestly… the move this company has already made in 2026 is getting harder to ignore.

According to the screenshot:

• $2.070 CAD
• +1.47% on the day
• +245.00% YTD

For a junior mining company, a 245% move in less than five months usually means the market sees something developing long before the broader crowd fully catches on.

And when you actually break down what NovaRed has been doing recently, the story becomes a lot easier to understand.

This is no longer just “small explorer finds copper in dirt.”

The company has been stacking multiple layers together at the same time.

First, the size of the Wilmac project itself started getting attention.

NovaRed expanded the land package to more than 16,000 hectares in British Columbia’s Quesnel Belt, an area already known for large copper-gold systems.

Then the technical updates started accelerating.

North Lamont geochemistry results showed:

• copper values up to 379 ppm Cu
• western copper clusters averaging 209 ppm
• fertility signatures associated with porphyry systems
• oxidation indicators linked to copper-gold environments

Then came the geophysical interpretation work from historical 3DIP/AMT surveys.

That update was probably one of the more important technical releases the company has published so far because it outlined:

• two interpreted intrusive centers
• multiple upward pipe-like features
• deep geophysical targets extending below surface anomalies
• copper trends reaching 1,125 ppm Cu

For newer investors, this is basically how larger exploration systems start becoming more believable over time.

You do not rely on one random drill hole or one isolated soil sample.

You start seeing:

• geochemistry
• magnetics
• structure
• conductivity
• intrusive interpretation
• alteration indicators

all beginning to point toward the same broader target area.

That is where NovaRed’s story started changing for me.

Then the company added another completely different angle:
MetalCore.

NovaRed launched onboarding for its AI-driven mineral exploration platform and reported 249 applicants shortly after launch.

That matters because AI infrastructure growth and copper demand are starting to collide globally.

Data centers.
Power grids.
Electrification.
EVs.
Industrial reshoring.
Defense manufacturing.

Every one of those trends requires enormous amounts of copper.

At the same time, global supply pipelines are getting tighter while discovery timelines remain extremely long.

And then came the newest advisory board addition:
Jacob Amsterdam.

After reading through his background, the appointment stood out immediately.

His experience includes:

• geopolitical strategy
• ESG disputes
• anti-corruption investigations
• international legal environments
• stakeholder negotiations
• strategic communications

That is a serious advisory profile for a junior company.

Especially when copper is increasingly becoming tied to national security, industrial policy, and western critical mineral strategies.

A lot of small mining companies struggle to build momentum after a strong rally.

NovaRed has done the opposite.

Over the last several weeks alone, the company has continued adding:

• land expansion
• technical targeting
• AI platform rollout
• advisory strengthening
• fresh PR flow
• broader strategic narrative

And now the market is rewarding that visibility.

A stock sitting at +245% YTD tells you investors are paying attention.

Obviously this is still a speculative exploration company and exploration risk never disappears.

But from a pure market-story perspective, NRED suddenly feels much larger than the average junior miner trading on the CSE right now.

NXXT is getting active again in premarket after the recent earnings surprise and traders are clearly still chasing the move.

The stock has been trading around the $0.30 area recently after sitting near multi-month lows not long ago. For a company with this small of a market cap, even a little extra volume can move it fast.

What changed is the story finally started getting backed by numbers.

Latest quarter:

• Revenue came in at $21.1M

• Revenue grew 29% YoY

• Gross margin improved from 3.2% to 8.1%

• Gross profit jumped more than 230%

• Interest expense dropped around 80%

Per latest company filings and earnings release, they are also pushing hard into:

• AI-powered energy software

• Wireless EV charging

• Smart microgrids

• Fleet logistics infrastructure

So now you basically have a tiny float stock tied to multiple hot sectors at once:

AI + energy + EV infrastructure.

That combination can create crazy momentum if retail attention keeps building.

Theres' still risks, as with any small cap, but this update explains direction company is going to.

Compared to most sub-$1 runners, at least NXXT has actual revenue growth behind the move.

Feels like traders are watching to see if this can reclaim and hold above key psychological levels.

Not advice.