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

They secured the alteration target before asking for capital. I once bought a share because the geology looked good on paper, only to find the cash ran out before the drill bit hit the ground. $NRED respects the cost of a raise by defining the scope first.

$NRED is building a much bigger mining-tech story around MetalCore AI, robotics and automation The interesting part is the shift from simply exploring properties to developing technology that could support smarter targeting, remote inspection and autonomous mining workflows AI + robotics is becoming the core $NRED angle.

Bea asked why I trust the dirt more than the permit date. $NRED mapped 926 soil samples against airborne resistivity to find targets that exist regardless of the filing timeline. That is the work, not the headline. The copper in soil at 1,125 ppm on the Lamont grid is a physical fact. It does not wait for a signature. I will watch the Trojan-Condor option payments and work commitments next.

$NRED is trying to become more than a mining explorer MetalCore AI, robotics, automation and a new CEO with an AI/computer vision background are reshaping the company around mining technology That shift is what makes the latest news interesting

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.

$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

$RYET expands into Malaysian healthcare The new Cogni AI agreement with BioNexus Gene Lab includes an exclusive license for up to 20 years, a 10% royalty on qualifying technology receipts and 560K BGLC shares at closing. A major new vertical for RYET

$RYET is starting to look very different from the small-cap story traders were watching a few months ago Preliminary H1 FY2027 revenue is expected at $9.3M-$9.5M, already above the $7.48M generated in all of FY2026 That is a major change in scale Smart Campus is expected to contribute $5.0M-$5.2M, while the broader AI + education strategy keeps expanding through YeeZo, Cogni AI and Formind Now the market has something real to measure: revenue growth, commercial execution and the next round of company updates For a small-cap name, this is the kind of setup that can quickly attract more attention if execution keeps improving

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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

$RYET just changed the scale of the story Preliminary H1 FY2027 revenue: $9.3M-$9.5M H1 FY2026: ~$0.37M FY2026 full year: $7.48M Six months could now beat the entire prior fiscal year That’s the number traders should be watching

One number changes the $RYET story today: $9.3M-$9.5M That’s expected H1 FY2027 revenue - versus only ~$0.37M in H1 FY2026 And it already tops the company’s $7.48M FY2026 full-year revenue This is the revenue update traders should be watching

$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

$RYET is setting up at an interesting spot Price around $0.82, market cap near $30.6M, with Formind still the latest catalyst Chart is holding the lower range while RSI starts recovering, and a reclaim of the descending trendline could put $0.95-$1.00 back in focus first Watching volume closely here @modern_rock @MonacoTrader @lx21