r/Wallstreetbetsnew

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?

The Canadian government just backed a massive $1.7 billion project to rebuild the Hope Bay mine in the far north. They are targeting over 400,000 ounces of gold every single year for at least 11 years. This is not just about mining anymore. It is about claiming territory. While most retail investors are chasing tech stocks, institutional money is moving into hard assets backed by military and national sovereignty strategies.

If you think this only applies to the Arctic, you are missing the bigger picture. This federal push is creating a massive wave for exploration companies across the country. Look at British Columbia. Copper demand is skyrocketing because of AI data centers and power grids, and the government is clearing the path for miners.

A company like NovaRed (CSE NRED, OTC: NREDF) is sitting on 16,078 hectares in BC right next to the operating Copper Mountain mine. That is an area nearly three times the size of Manhattan. Their recent soil testing hit 379 ppm copper at the North Lamont target. Other juniors like Kodiak Copper and Pacific Empire Minerals are also positioning themselves in this zone. The government is basically underwriting the stability of these jurisdictions. If you are waiting for these copper targets to hit the mainstream news before buying, you are already too late.

$NOMA - Closed UP almost 4% @$4.40 on 2.8k volume, all at the HOD @$4.40. Let's see more accumulation this week...

News April 23, 2026

NOMADAR appoints former NBA star José Manuel Calderón to Board of Directors, advancing global sports, technology, and capital markets strategy.

https://finance.yahoo.com/markets/stocks/articles/nomadar-appoints-former-nba-start-120000467.html

Everyone talks about copper mines.

Almost nobody talks about the furnaces.

That is a mistake.

S&P says smelting capacity grew by about 8 million metric tons over the last decade, while copper concentrate production grew by only 3 million metric tons. In 2024, mine output of concentrate lagged available smelting capacity by roughly 1.5 million metric tons of copper content.

That creates a strange situation.

Smelters compete aggressively for concentrate. Treatment and refining charges get pushed down. In some cases, charges can even go below zero, meaning smelters are effectively paying miners to process ore so they can capture by-product economics.

That tells me the copper bottleneck is more complex than "we need more mines."

We need mines, processing, trade flows, and stable refining capacity all working at the same time.

I’m going to keep it plain and simple. I might sound like an egotistical trader but I see patterns with the stock market’s modern day crashes, ever since COVID. We have always crashed at certain points. I know they say don’t try to time the bottom but I have successfully the past 2 times. I called the bottom on the tariff’s crash(not publicly my biggest regret) and the mini crash before this crazy rally. I truly can’t share much info on how I came up with this but there’s a pattern these guys are following. Trump (most likely) is either going to announce some bullshit or something dramatic will take place (obviously staged). I don’t have a guaranteed timeline. I may end up looking like a total idiot but I swear there is something here. These are my price predictions for the following equities:

Nasdaq: 18500ish
Spy: 620ish

Edit: I would love to know y’all’s opinion on my take

What’s everyone buying today?

Are you loading up on individual stocks, ETFs, or just sitting in cash right now?

Curious what sectors people are leaning into—tech, energy, financials, small caps, large caps, etc. Also interested if you’re making short-term plays or long-term holds.

Drop the ticker(s) and your reasoning. Trying to get a feel for sentiment going into tomorrow’s market.

What stands out to me in the latest NovaRed (NRED CSE) updates is not any single assay or soil result, but the fact that the dataset is starting to behave like a coherent 3D system.

We now have multiple independent layers pointing in the same direction:

• Two interpreted intrusive centers under the Lamont Grid
• Multiple pipe-like porphyry-style features moving upward
• AMT imaging down to roughly 1,500 meters (~4,900 ft)
• Chargeability anomalies paired with conductivity and resistivity contrasts
• Copper-in-soil values up to 1,125 ppm Cu

On their own, each of these would be interesting but not decisive. The difference here is overlap.

When geochemistry, geophysics, and structural interpretation start aligning spatially, that is usually when exploration teams begin moving from “data collection” into “target definition.”

Another part that keeps coming up for me is scale. Wilmac is about 16,078 hectares, which is large enough to host multiple porphyry centers or stacked systems. That matters because porphyry districts are rarely single-point discoveries.

And then you have the regional context.

The project sits in BC’s Quesnel porphyry belt and roughly 10 km west of Hudbay Minerals Inc.’s NYSE:HBM Copper Mountain Mine. That doesn’t guarantee similarity, but it does confirm the region is already proven for large-scale copper production and infrastructure.

From a systems perspective, this is starting to look less like isolated exploration results and more like a developing district model with multiple targets feeding into a shared geological framework.

The question I keep thinking about is whether the two intrusive centers are genetically linked at depth or represent separate pulses within the same broader system.

That answer could matter a lot for how large the overall mineralized footprint might be.

Curious how others are interpreting the “system vs separate targets” question here.

NFA.

The interesting thing about the copper market right now is that demand is no longer coming from one industry cycle.

Everything seems to be pulling on copper at the same time:

ㅤ​​• AI data centers

ㅤ• grid expansion

ㅤ• EV adoption

ㅤ• renewable infrastructure

ㅤ• transformer demand

ㅤ• industrial electrification

That is partly why copper has been holding near record levels around the $6.40-$6.50/lb area recently while analysts keep talking about future supply deficits instead of temporary shortages.

A Benzinga piece this morning framed NovaRed Mining directly around that theme, and honestly it makes sense why smaller BC copper explorers are getting more attention now.

The article focused heavily on location, which is probably the most important part of the NRED story right now.

Wilmac sits inside British Columbia's Quesnel porphyry belt roughly 10 km west of Hudbay's producing Copper Mountain Mine. That district already has mining history, infrastructure and known copper-gold systems, which changes how exploration risk gets viewed compared to isolated grassroots projects.

The scale is larger than most people realize too:

ㅤ​​• around 16,078 hectares

ㅤ​​• roughly 160 square kilometers

ㅤ​​• around 39.7k acres

ㅤ​​• roughly 30k football fields

ㅤ​​• about 2.7x Manhattan

And recently the technical side of the project has started looking much more coherent.

NovaRed now has:

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

ㅤ• chargeability anomalies

ㅤ• deeper conductivity features

ㅤ• magnetic support

ㅤ• interpreted intrusive centres

ㅤ• upward pipe-like porphyry targets

The latest 3DIP/AMT interpretation outlined two intrusive centres beneath the Lamont Grid with upward-extending pipe-like structures and intrusive bodies that appear to merge together at depth into a larger composite intrusive complex.

That is the type of geometry geologists usually want to see before drilling deeper porphyry targets.

The soil work also keeps improving. Earlier programs already showed a western cluster averaging around 209 ppm copper across nine samples above 150 ppm Cu using four-acid digestion methods. The broader Lamont trend now reportedly reaches up to 1,125 ppm Cu associated with the geophysical anomalies.

The chemistry-method comparison is actually pretty important too. Historical Aqua Regia work nearby showed weaker copper response, while NovaRed's newer four-acid digestion returned materially stronger copper values from the same general areas. That suggests parts of the older dataset may have understated the copper system.

The AI angle also keeps getting overlooked.

Most junior miners throw "AI" into presentations because it sounds modern. NovaRed actually built MetalCore, a mineral prospectivity platform integrating geological datasets, probabilistic scoring and verification systems intended to improve drill targeting and land evaluation.

Still early-stage obviously. No resource yet. No drilling success yet.

But the combination of:

ㅤ• district-scale land

ㅤ• integrated geophysics

ㅤ• growing copper anomalies

ㅤ• AI-assisted targeting

ㅤ• strong copper macro conditions

ㅤ• location beside Copper Mountain

is starting to make Wilmac look more like a developing porphyry system than a simple grassroots exploration story.

NFA

Market feels weird right now.

Some sectors look overheated while others still seem completely ignored.

I’ve been slowly adding to positions instead of going all in but curious what the rest of you is buying today.

Any sectors or stocks you think still have momentum from here?

Market feels weird right now.

Some sectors look overheated while others still seem completely ignored.

I’ve been slowly adding to positions instead of going all in but curious what the rest of you is buying today.

Any sectors or stocks you think still have momentum from here?

In April 2020 I noticed an opportunity. Mortgage rates were at all time lows and I could refinance my house at a 3 percent interest rate. So I refinanced my 1.5 million dollar house I own in all cash to pull out my money. I pulled out 1 million dollars and my cost of borrowing this money was about 35 k per year in interest payments.

What I also noticed was that the s and p 500 and the stock market had crashed due to the covid-19 pandemic and were trading at a discount. I wanted to build an index fund portfolio as I was over invested in real estate so I put the entire 1 million dollars in spy shares in April 2020. Fast forward to 2026 and my 1 million dollars has turned into about 3 million in spy. I just returned the 1 million principal and closed my loan with the banks keeping 2 million dollars in profits. I paid about 200k in interest payments over 6 years and made 2 million .

I know this may sound like a risk strategy but the following is what I though : -

1. Interest rates were already really low meaning there was a high chance real estate prices go up and people borrow more money meaning the risk of a margin call was low and the crash wouldn't affect home prices.
2. I had 200k liquid cash saved in another account that I earmarked specifically for interest payments to ensure I dont run out of money in the near future.
3. I was comfortable holding the money and making interest payments for a few years even if the market went down and didnt recover for a bit . This was a long term investment and as long as the market recovered in a few years time I would have made money .

Been going down a rabbit hole on copper lately because the numbers attached to AI infrastructure and electrification are getting pretty hard to ignore.

Current estimates project global copper demand rising from roughly 28M tonnes annually today to more than 42M tonnes by 2040. That is about a 50% increase in less than two decades. Some forecasts are also pointing toward a possible 10M tonne supply gap later on if new projects do not come online fast enough.

What makes it complicated is the timeline problem.

Large copper mines are not software projects. Discovery, permitting, financing and construction can stretch well over a decade. Meanwhile AI data centers, EV production, transformers and grid infrastructure are all scaling much faster than new copper supply.

The physical side of AI still feels weirdly underappreciated. Everyone focuses on chips and models, but hyperscale facilities need:

substations

transformers

cooling systems

backup power

transmission upgrades

huge amounts of copper cabling

That is partly why I started looking more closely at smaller copper exploration names again.

NovaRed Mining caught my attention mostly because of the scale of Wilmac. The project now covers about 16,078 hectares in British Columbia, around 160 square kilometers. That is roughly 30k football fields or about 2.7x the size of Manhattan.

Does land size guarantee a discovery? Obviously not.

But district-scale copper systems are usually large footprints developed over years of drilling and geophysics, so physical scale does matter when companies are still in the target-definition stage.

The recent North Lamont work was also more technical than the average junior miner release. NovaRed reported copper-in-soil values up to 379 ppm alongside magnetic anomalies and porphyry-style fertility indicators. The company also compared older Aqua Regia chemistry against newer four-acid digestion work and showed materially stronger copper readings under the updated method.

The next step is the IP/AMT survey that already received authorization as part of the 2026 geophysics program. If the geophysics lines up with the geochemistry and magnetic data, North Lamont could move higher on the drill-priority list.

Still early-stage and speculative obviously. No resource, no production, no guarantees. Soil samples are not ore grades and geophysics is not a mine.

But the combination of copper demand forecasts, district-scale land, and more modern data-driven exploration workflows does make this part of the market feel more active than it did a couple years ago.

NovaRed Mining, CSE: NRED and OTCQB: NREDF, has a Wilmac story that is getting more interesting because the location is doing real work in the thesis.

Wilmac sits about 6.2 miles west of Hudbay Minerals Inc.'s NYSE: HBM Copper Mountain Mine. Copper Mountain is an open-pit copper, gold, and silver operation that processes about 49,600 short tons of ore per day and is projected to produce more than 1.6 billion pounds of copper over its mine life, according to recent coverage.

That proximity does not prove Wilmac has the same mineralization. It does not mean NovaRed can use Copper Mountain's infrastructure. But it does put Wilmac inside a proven copper-gold mining district with roads, power, workforce familiarity, mining history, and a producing benchmark close by.

That matters more now because NovaRed is no longer talking only about surface copper. The latest interpretation from the historical 3DIP/AMT survey outlined two interpreted intrusive centers beneath the Lamont Grid, with multiple pipe-like porphyry-style features extending upward toward surface.

The AMT component imaged to about 4,900 feet deep. That gives the company a deeper look at conductivity and resistivity structure below the soil data. NovaRed has also reported copper-in-soil values up to 1,125 ppm Cu in the broader Lamont interpretation, along with chargeability anomalies and conductivity/resistivity features.

Wilmac itself is large enough for a district-style model. The project covers about 39,700 acres, or roughly 62 square miles. That is around 30,000 football fields and about 2.7x Manhattan.

The way I read it, the location gives NovaRed the district context, while the 3DIP/AMT data gives Lamont a more specific target shape. That is a stronger setup than a junior simply saying it has copper in soil.

NovaRed is still early stage. No mine, no resource, no revenue. Geophysics is not drilling. But the target map is getting more detailed before the drill bit turns.

NFA, just tracking the setup.

I’ve been doing deep research on $HMR (Heidmar Maritime Holdings) and the more I dig, the more I can’t find a red flag that hasn’t already been addressed. So I’m posting this publicly. If you find one I haven’t covered - drop it below. I want to be challenged.

I have a position, looking to start a large one

—

🏆 THE VALUATION ANOMALY
Let’s start with the basics. The market cap is below annual revenue. You’re paying less than $1 for every $1 of revenue this company generates. That alone is one of the rarest setups you’ll find on a public exchange.

Competitors trade at 15–20x PE multiples. $HMR trades at 4x forward PE. The market is pricing it like a dying business. It just posted 373% year-over-year revenue growth. That math doesn’t add up - and that gap is the opportunity.
Analyst price targets sit 3–6x above current price with a Strong Buy consensus. The cash pile is approaching a majority of total market cap - back out the cash and you’re paying almost nothing for the operating business. Zero debt. No leverage risk. Strip out the debt adjustments competitors carry and HMR’s enterprise value gets even cheaper.

—

🔥 THE GROWTH ENGINE

• 373% YoY Revenue Growth - from a real, auditable \~$55M TTM base. Not a projection. Already happened.
• 76% YoY Revenue Growth forecast for 2026 - compounding on top of a massive base, not decelerating
• 55%+ Gross Margins - a high-margin services business hiding inside a shipping ticker the market is pricing like a commodity boat operator
• $13.2M operating cash flow - the net loss headline is noise. It’s driven by one-off IPO costs and non-cash stock comp. The underlying business is profitable.
• Self-funding operations - no dependency on capital markets to survive
• Zero dilutive equity raises since listing - every share you buy today represents the same fraction of the company as day one

—

💎 THE BUSINESS MODEL -  THE UBER OF SHIPPING
Here’s what most people miss. HMR owns zero ships. Think Uber without owning a single car.

It’s an asset-light platform that earns fees on gross voyage revenue - not on profits. It gets paid whether tanker rates are $50k/day or $500k/day. Fee math on record: 1.75% of a $20M VLCC voyage over 45–50 days = \~$350,000+ commission per voyage. CEO confirmed this publicly.
Comparing $HMR to IMPP, STNG or FRO using Price-to-Book or NAV metrics is like valuing Uber by how many cars it owns. Wrong comp set entirely. The correct comparison is fee-based platform businesses - and on those metrics, this is deeply mispriced.

It scales ships at near-zero marginal cost. No capex. No newbuild risk. No steel on the balance sheet. Asset-heavy competitors are hard-capped by NAV - in a downturn their stock collapses with ship values. HMR has no NAV floor dragging it down and no ceiling capping it. It re-rates purely on earnings growth, exactly like a software company would.
The moat is powered by eFleetWatch - a proprietary tech platform built over 20 years with real-time voyage data, tracking and performance analytics. Not something a competitor can spin up in 12 months.

—

🚨 THE INSIDER SIGNAL
CEO Pankaj Khanna owns 45% of the company personally and has been buying shares above market price for three consecutive months. Zero sales.
His own words: “The only thing I’m worried about is if I keep buying, there will be no float left.”
Combined with strategic ownership, 90%+ of shares are locked up by insiders - one of the tightest floats on all of NASDAQ.

—

💣 THE FLOAT SQUEEZE SETUP
Float is under 6 million shares. With 90%+ locked by insiders who aren’t lending, the stock is nearly un-borrowable - short sellers structurally cannot build a meaningful position. Remove the primary downward pressure mechanism and what’s left? Any meaningful institutional or retail demand moves this thing fast.
Awareness in public markets is near zero. It’s a household name in maritime. Invisible everywhere else. You’re buying before the arbitrage closes.

—

🌊 THE MACRO TAILWIND - WHY RIGHT NOW
This is where it gets spicy. $HMR is positively asymmetric to volatility. CEO’s words: “When rates rise, we earn more. When disruption hits… we earn even more.”

• Strait of Hormuz escalation directly expands HMR’s fee base - unlike vessel owners who face insurance blowback and operational exposure
• A VLCC was already fixed at nearly $500,000/day - the rate environment is here, not forecast
• CEO on record: “Beginning, not the end” of the tanker cycle - with 18–24 months of upside legs stated explicitly
• 9–12 month restocking window creates a 10–20% jump in tanker demand - a specific, quantified catalyst still in play
• 40 vessels under commercial management + 10 under technical management + 30 newbuildings incoming - fleet scale expanding into the strongest freight market in decades, with zero balance sheet cost to Heidmar

—

🏛 40 YEARS OF INSTITUTIONAL CREDIBILITY
This is not a SPAC. Not a shell. Not a reverse merger play.
Heidmar has a 40-year operating history with clients including Shell, BP, Chevron, Vitol, Saudi Aramco, Trafigura, and Glencore. The largest energy traders on earth trust them with cargo. That’s validation no marketing campaign can buy and no competitor can fast-track through KYC.
Six global hubs: Athens, London, Dubai, Singapore, Hong Kong, Chennai.

—

The checklist:

• ✅ Market cap below revenue
• ✅ 4x forward PE vs 15–20x peers
• ✅ 373% YoY growth already booked
• ✅ 55%+ gross margins
• ✅ Zero debt
• ✅ $13.2M operating cash flow
• ✅ CEO buying above market price for 3 months straight
• ✅ Float under 6M shares, near un-borrowable
• ✅ 40-year track record, Shell/BP/Aramco clients
• ✅ Asset-light model — the Uber of tanker shipping
• ✅ Geopolitical volatility increases revenue
• ✅ No dilution since listing

So - what’s the red flag I’m missing? Drop it below. I want to stress test this.

Not financial advice. Do your own due diligence.

May 11, 2026. NovaRed released its first detailed geochemistry results from North Lamont at the Wilmac project in BC. Signed off by Qualified Person Rick Walker, P.Geo. Three separate indicators lined up over the same magnetic anomaly:

copper values up to 379 ppm

fertile magma signatures

transitional oxidation patterns linked to porphyry systems

What caught my attention was not really the headline number. It was the comparison against the older data from 2023.

The previous operator used Aqua Regia testing across the same area and ended up with weak copper values and supposedly infertile magma signatures. NovaRed reran the area using a four-acid digestion method and the picture changed pretty dramatically.

One older Aqua Regia sample returned about 50 ppm copper. Two nearby four-acid samples came back at 169 ppm and 175 ppm. Same ground. Roughly 3.5x difference.

That is a pretty meaningful gap for an exploration project because it suggests the historical database may have systematically understated copper content depending on how the samples were processed.

People outside mining probably do not realize how much analytical methods matter in porphyry systems. Aqua Regia is cheaper and commonly used, but it can miss copper locked inside more resistant minerals. Four-acid digestion is much more aggressive and tends to recover more of the actual metal content.

So this was less of a "new discovery" update and more of a reinterpretation of what may already be there.

The current status for North Lamont is still only moderate priority according to the release. Nothing crazy yet. But the next step is clearly defined now. The IP/AMT survey already has authorization and is currently part of the 2026 program. Once those results come in, the target either moves toward drilling or it does not.

Honestly I prefer exploration updates written this way. Real numbers, methodology explanation, signed QP, clear next step. Feels much more useful than the vague "highly prospective district-scale opportunity" type language that juniors usually throw around.

Does theta decay over the weekend? If I hold a contract with -.20 theta does that mean Monday morning I’m down -$40 as soon as market opens?

Thanks!

This week PyroDelta presents a live video demonstration of their drone to the US Department of Defense — a drone that already lifts twice its own weight. That video goes public and the world sees it working for the first time. May 20th Tyrone and Michael walk into a Four Seasons hotel in Florida and present a physical working prototype to accredited investors and fund managers with real money. August 2nd they step onto a US military stage at Wright Patterson Air Force Base and compete in front of DARPA. Meanwhile Canada’s 25 billion dollar critical minerals fund is actively looking for exactly this company. The audience is here. The catalysts are loaded. The stock has clean air to 62 cents. This is just the beginning.​​​​​​​​​​​​​​​​