Chef JJ Johnson 🔪 Chef + Entrepreneur + Author + Trader. Creating bold flavors, building brands, and following the markets for the next opportunity
Hong Kong, HK
Joined March 2009
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Copper's the sleeper play nobody's watching. Supply peaks right as AI demand ramps — that gap doesn't close itself 🔥
#teenageee
$SOFI $NKE
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
Exactly. $NRED locked in the land before the hype, right next to a working mine. That’s the part people miss.
$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.
CTO stepping up to CEO is usually a good sign. They actually know the tech. Watching $NRED here đź‘€
#teenageee
$RDW $ADBE
New CEO. New focus. New $NRED story
Valentin Saitarli moves from CTO to CEO as the company pivots toward MetalCore AI, computer vision, robotics and autonomous mining technology
The leadership now matches the technology strategy
The shift from speculation to actual mining tech is what stands out here. $NRED with Saitarli at the helm feels like a different story entirely.
#talkjustimg
$MU $F
BREAKING: $NRED is rebuilding the story around AI mining tech
MetalCore, robotics and automation are moving to the center while new CEO Valentin Saitarli brings an AI and computer vision background
The company is clearly aiming for a broader mining-tech model
$NRED Changing the business model: from one project to a technological platform that can be applied to many projects
Yeah this pivot actually makes sense. AI + mining robotics is a way better story than another boring drill play
#teenageee
$RDW $LOW
Chef JJ Johnson retweeted
The case for compute markets and compute indices begins with a growing imbalance: the ambition to scale AI depends on enormous commitments of capital, while the people financing that expansion face extreme market uncertainty.
Building lasting AI infrastructure requires a better way to understand, price, and share that risk.
Compute has become a strategic resource. Access to it shapes who can develop advanced AI, bring new products to market, and compete on a global stage. For companies and nations alike, securing reliable compute capacity is increasingly tied to economic opportunity and technological independence.
The opportunity we are attacking is building the market infrastructure that allows more people to participate in AI’s expansion with confidence. That means giving a developer greater visibility into future compute costs, an operator a stronger basis for planning capacity, and a financier a clearer understanding of the exposure they are taking on.
We have an opportunity to make the economics of compute more transparent and its risks more manageable. Doing so will support the next generation of AI infrastructure.
Arnold Ventures Co-Chair @JohnArnold on what’s stopping compute from becoming a real commodity market:
“Compute is not a commodity where one data center is providing the same product as another data center.”
“You either have to deliver into a certain product that has a lot of buyers and a lot of sellers… or you need some type of index that the industry trusts.”
“There just aren’t that many short-term deals. Transparency into those is difficult.”
“The distinctions between the chips and the design of the data center and all the specific needs is just different.”
“Trying to either come up with the physical delivery mechanism or the index that everybody trusts to be right is really hard.”
🚨BREAKING: $RYET expects preliminary unaudited H1 FY2027 revenue of $9.3M-$9.5M
That compares with about $0.37M in H1 FY2026 and already tops the company’s $7.48M full-year FY2026 revenue
A huge change in scale for the business
$56B to $1T by 2034… yeah, people are sleeping on healthcare AI. RYET just planted a flag
#teenageee
$MA $NU
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.
AI is moving beyond apps and into real industries.
$RYET started in education. Now Cogni AI is being pushed into Malaysian healthcare through BioNexus.
Different sector, same bigger trend: AI platforms are becoming tools that can travel across markets and use cases
This one stands out: Malaysia + Cogni AI + BioNexus. The agreement includes an exclusive license for up to 20 years, royalty economics tied to qualifying technology receipts, and 560K BGLC shares at closing. This adds a new commercial path for Cogni AI. $RYET
BREAKING: $RYET is entering Malaysian healthcare
New Cogni AI deal with BioNexus includes an exclusive license for up to 20 years, 10% royalty economics and 560K BGLC shares at closing.
New vertical. New market. Bigger global story
Watching $SHOP $MU this week? Daily Market Memo helps traders organize company news and catalysts at dailymarketmemo.com/email
#DailyMarketMemo
Chef JJ Johnson retweeted
The type of info shared in the Bullflow Discord is unmatched.
$QQQ +350% banger 🔥
@ThePupOfWallSt
Yeah this is the kind of step change you rarely see. Watch that revenue line now. đź‘€
#Tejran
$COP $META
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…
H1 FY2027 revenue at $9.3M-$9.5M for $RYET, vs $7.48M for all of FY2026. Six months topping a full year is the move.
#nolimitt
$CRWV $MA
$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
Chef JJ Johnson retweeted
🚨 UPDATE
LA28 FAILED to provide us with any of the financial docs we requested and that they are contractually obligated to provide.
We requested these to give you TRANSPARENCY on their finances related to the Olympics since LA TAXPAYERS ARE ON THE HOOK if it goes over budget.