Tech dominance & smart capital $AAPL $GOOGL $META

Hong Kong, HK
Joined January 2021
Yeah this is the trade. Demand exploding while supply peaks and rolls over — that gap doesn't close itself. Copper quietly becoming the AI bottleneck play. #teenageee $RIOT $HOOD
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
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Been waiting for this one to move. AI plus robotics is a wild combo if they actually execute. #Tejran $RDDT $RGTI
$NRED is waking up fast. AI, robotics and a full strategy reset put this one firmly on my radar $MSFT $AMZN $META $GOOGL $AMD $NFLX $AVGO
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Land position like that next to a producing mine is the whole game. You're not guessing if the belt works, you're just waiting on the drill.
$NRED owns the map before the drill. With 16,078 hectares, they hold a corridor the size of a small city, sitting right next to Hudbay Minerals' Copper Mountain mine in the same belt. That working neighbor proves the scale exists just outside their grid, while NRED turns their 1.67% copper trench into the next definition. Nick Maggiulli wrote that owning an asset removes the risk of future volatility by fixing your cost basis while leaving value open. This land package does that work now. Print the anomaly map and check the wind before the next flight.
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AI mining robotics is such an obvious fit. Watching this one closely. #uditisingh $CCJ $JOBY
$NRED is putting AI, robotics and autonomous mining systems at the center of its new strategy. MetalCore AI becomes the core platform, while new CEO Valentin Saitarli brings deep experience in computer vision and machine learning. Mining-tech is now the story.
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The pivot to AI mining robotics with $NRED is a whole different narrative now. Saitarli's machine learning background actually fits the new direction instead of just being a resume line. #teenageee $DIS $UNH
BREAKING: $NRED is making a major strategic shift toward AI-driven mining technology The company is moving away from the Wilmac property focus and putting MetalCore, mining robotics and automation at the center of the story. New CEO Valentin Saitarli brings an AI, computer vision and machine learning background into the top role. This is quickly becoming a mining-tech story, not just a traditional exploration story
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The new structure gives RYET both licensing economics and an equity component. The expansion story is getting harder to ignore. RYET keeps building a broader international story. $ZTS #BBNaija #Tejran
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.
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20 years exclusivity + royalty economics is the part nobody's pricing in yet. quietly big for $RYET #Tejran $MRNA $CRM
$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.
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Stacking verticals one at a time, love to see it. Malaysia healthcare is a whole new TAM for $RYET #nolimitt $OXY $META
$RYET just opened a new growth lane The company is moving into Malaysian healthcare through an exclusive agreement, adding another vertical to its international expansion story. AI. Education. Smart Campus. Now healthcare. Malaysia is becoming a much bigger part of the $RYET story
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The cross-border AI angle is the trade nobody's pricing yet. RYET timing it right. #stock $TSLA $PCVX
Designed in California. Powered by Chinese AI. Sold globally. That model is getting real traction. Higgsfield says it passed a $1B annualized revenue run rate, while platforms are increasingly integrating Chinese models like Seedance, Kling, MiniMax and Qwen. That’s why I’m watching $RYET too RYET sits in a similar cross-border theme: AI + education + commercialization, with products like YeeZo, Cogni AI and Formind aimed at turning Chinese AI capabilities into real-world deployments across multiple markets. Different company, same bigger trend: Chinese AI technology is increasingly being packaged, distributed and monetized globally.
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The next move often starts with a headline. Watching $ORCL $MSTR? Get fresh market context without spending all day scrolling at dailymarketmemo.com/email #DailyMarketMemo
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These names stay on my radar, and having catalysts in one spot is a real edge. Good stuff. #bb28 $TGT $RKLB
Watching $META $AMZN $GOOGL $RYET and $AVGO? Market Intelligence helps traders stay on top of breaking company news, fresh catalysts and setups worth researching Want faster updates and the discussion in one place? Join the private community: dailymarketmemo.com/communit… No guaranteed calls. Do your own research.
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Columbia pilot plus real revenue? That's the combo most micro caps can't even fake. Watching this one. #Tejran $IONQ $MSFT
One part of the $RYET story that doesn’t get enough attention: Columbia University Ruanyun launched a pilot with the Center on Chinese Education at Teachers College, Columbia University to evaluate its HanLink AI-powered language platform Now add today’s preliminary $9.3M-$9.5M H1 FY2027 revenue update That gives RYET an interesting mix: real revenue growth, AI education products and exposure to globally recognized institutions
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$RYET H1 FY2027 prelim revenue of $9.3M-$9.5M already tops the full FY2026 $7.48M — and that's just six months vs a year 🚀 #Tejran $PDD $SMCI
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$9.3M-$9.5M in H1 FY2027 vs $0.37M a year ago? $RYET just guided one half above its entire FY2026. Smart Campus alone adds $5.0M-$5.2M — preliminary but the math speaks. #bb28 $NEM $QCOM
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$RYET H1 FY2027 prelim $9.3M-$9.5M vs full-year FY2026 $7.48M — six months beating an entire year is the flex here 👀 #jonita $RTX $VKTX
$RYET may be entering a new revenue phase Expected H1 FY2027 revenue: $9.3M-$9.5M FY2026 full-year revenue: $7.48M So just six months could already exceed the entire previous fiscal year That’s the headline traders are watching
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This is where the story starts to move from potential into execution #nolimitt #teenageee #Tejran
$RYET is starting to look like a name traders should have on radar FY2026 revenue reached $7.48M, +11.9% YoY, while YeeZo secured an ~$880K deployment across 10 AIGC labs and 610 workstations Add the new Formind strategy and rising attention around the stock, and there is a real catalyst story developing here Worth watching the next company update closely
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$RYET is consolidating several product lines into a cohesive global operation. Revenue up 11.9% to $7.48M and 10 AIGC labs with Cogni AI show real multi-segment traction, not just narrative. 🔥 #nolimitt $RGTI $NVDA
$RYET is becoming more than an edtech story Smart Campus generated $5.72M, YeeZo landed an ~$880K deal, and Formind now connects YeeZo, Cogni AI, Smart Campus and HanLink across multiple markets Execution is the next catalyst Don't miss the opportunity.
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Colt Gun retweeted
MSTR Monthly Close Is In: Breakout or Massive Pullback Ahead? $MSTR
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Formind Group could be the glue for RYET's AI-education stack. Watch if Smart Campus momentum ($5.72M) translates into new contracts. 📈 #BBNaija $JD $TGT
🚨BREAKING: $RYET JUST LAUNCHED FORMIND GROUP The new global platform ties together RYET’s AI + education strategy across YeeZo, Cogni AI, Smart Campus and HanLink Recent numbers: $7.48M FY2026 revenue $5.72M Smart Campus revenue ~$880K YeeZo contract 10 AIGC labs + 610 workstations RYET is also trading around $0.86, above its 20-day SMA near $0.83. Now traders are watching whether the Formind rollout can bring more contracts, more recognized revenue and stronger volume.
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880K contract against 7.48M revenue is nothing to sneeze at. watching for the next deployment. #brosis $NIO $SOFI
$880K YEEZO IS TRENDING That figure comes from $RYET YeeZo deployment contract covering 10 AIGC labs and 610 workstations. For a company with $7.48M FY2026 revenue, that’s a meaningful commercial win. Now traders are watching whether more YeeZo deployments follow
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