Long-term thesis investor: $AAPL $AMZN $CRWD $INTC Patience is my edge in a reactive world.

Hong Kong, HK
Joined January 2015
Copper's the sleeper trade nobody's watching yet. 50% demand growth into a supply cliff is a setup you don't ignore 🔥 #uditisingh $UBER $NVDA
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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Smart pivot, AI + mining robotics is the lane. Watching this one #uditisingh $CRWD $CRM
$NRED just made a major strategic reset: dropping Wilmac Copper-Gold options and shifting focus to MetalCore AI, mining robotics and automation New AI-focused CEO, new direction, and a much bigger mining-tech story starting to form $CAT $RIO
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Benedetto retweeted
Analysts say Big Tech earnings must show that massive AI investments are generating sufficient revenue and cash flow to justify the cost. Read more: thestreet.com/stock-market-t…
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Been saying it all week. The metalcore AI pivot is real, not just hype. This is only getting started 🔥 #Tejran $NET $ORCL
$NRED is up +55.56% over the past 5 days and closed another +7.69%. The market is clearly reacting to the company’s shift toward MetalCore AI, mining robotics and automation. Momentum is strong, and the mining-tech story keeps gaining attention.
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The MetalCore pivot plus an AI CEO is quite a combo, feels like $NRED is rewriting its own story #bb28 $INTC $NBIS
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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Big strategic shift bullish setup as MetalCore and robotics now lead the story $NRED
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Mining plus AI robotics is a combo I can get behind. $NRED finally has a real story. #qazitouqeer $MU $RGTI
$NRED is taking a very different path now New CEO Valentin Saitarli brings an AI and computer vision background, while the company shifts toward MetalCore,mining robotics and automation This is starting to look more like a mining-tech story than a traditional junior miner $CAT
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The latest RYET news adds a completely different business angle. The partnership gives RYET another route to monetize Cogni AI internationally. The business model gets more interesting if licensing can scale. $RKLB #bb28 #BBNaija
BREAKING: $RYET just added a completely new business lane in Malaysia. The company announced an agreement with BioNexus Gene Lab that brings Cogni AI into healthcare, moving the technology beyond education and enterprise use cases
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This is the kind of licensing setup that actually compounds if it gets into real industries. 10% royalty + upside shares is a solid structure #bb28 $PATH $HD
The agreement can run for up to 20 years, $RYET gets 10% royalty economics on qualifying technology receipts, and 560K $BGLC shares at closing In simple terms: RYET is trying to turn Cogni AI into something that can be licensed, used in new industries and monetized outside its original business. That’s the part of the news I find interesting
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Been saying this for weeks, still early 👀 #bb28 $SPCE $GOOGL
$RYET is a big opportunity, they will soon go to a very large market and will cost millions
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Stacking verticals one by one, Malaysia keeps showing up. Healthcare adds a real revenue lane to the story. #teenageee $CVX $DIS
$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 market moves fast. Daily Market Memo sends company news and market research straight to your inbox at dailymarketmemo.com/email $SQ $SOFI #DailyMarketMemo Market watch 132
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25x revenue growth in six months and already topping the full prior year? That's a legit step change. watching closely #Tejran $F $TGT
This is the $RYET update I wanted to highlight again Preliminary H1 FY2027 revenue is expected at $9.3M-$9.5M, versus only about $0.37M in H1 FY2026 And that six-month figure already exceeds the company’s $7.48M FY2026 full-year revenue That is a major change in operating scale Preliminary and unaudited, but the revenue growth is now the main story to watch xitter.cf/TradePulse2/status/210…
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Revenue scale is moving higher. attention rising $RYET
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Delivery + acceptance on that RMB5.99M YeeZo contract says more than any announcement. $RYET is proving it can actually execute and close. #BBNaija $LOW $NU
The YeeZo detail matters for $RYET RMB5.99M contract Delivered Accepted by the customer There’s a big difference between announcing a project and actually completing one Execution is what turns a microcap story into a business
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Smart Campus is carrying the whole thing at 76%. That concentration is the story here, not the 11.9% topline. #BBNaija $META $NFLX
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Formind helps connect the pieces of $RYET's broader strategy. What interests me is how campus services, learning tools and enterprise AI could support growth across markets as customer relationships develop.
$RYET is much easier to understand when you break the business into a few simple parts Ruanyun Edai Technology sells AI-powered products and services to schools, universities and enterprise customers Its Smart Campus business provides digital education and student-life services. YeeZo is the company’s AI learning platform, used in AIGC labs and computer workstations. Cogni AI focuses on document intelligence and enterprise workflows. HanLink expands the business into education, training and industry-skills opportunities In FY2026, RYET reported $7.48M in revenue, up 11.9% YoY YeeZo also secured an ~$880K deployment covering 10 AIGC labs and 610 workstations, giving investors a real example of how the technology can generate commercial revenue Now Formind Group is being used to connect these businesses under one broader AI + education strategy across multiple markets So the RYET thesis is simple: build AI products, deploy them into schools and enterprises, expand internationally, and convert more deployments into recurring revenue The next thing traders should watch is whether more paid contracts begin stacking
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Execution > narrative every time. $7.48M and a real deployment is the kind of proof people keep ignoring #jonita $META $NFLX
$RYET keeps getting more interesting as the story moves from AI headlines into real execution FY2026 revenue reached $7.48M, up 11.9% YoY, while YeeZo secured an ~$880K deployment across 10 AIGC labs and 610 workstations
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real commercial AI deployment is the key takeaway for me. RYET traders now have a real benchmark #nolimitt #bb28 #Nifty
$880,000 AI CONTRACT $RYET YeeZo deployment covers 10 AIGC labs + 610 workstations. For context, RYET reported $7.48M FY2026 revenue - meaning this single contract is roughly 12% of last year’s revenue. That’s a number traders can understand fast
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The Formind strategy becomes more interesting if every product starts generating its own pipeline #nolimitt #teenageee #jonita
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