Stock Master Flash retweeted
The AI data center buildout is not just a software or capital investment story. It’s quickly becoming a physical infrastructure challenge, and the supply of materials and equipment is paramount in determining how quickly we can build.
If we want the US to become a leader in superintelligence, we first need to become a leader in the underlying commodities required to build the technology.
This technology requires more than capital and chips. We need transmission lines (copper), transformers (grain oriented electrical steel), fuel cells (scandium), and many more critical minerals that the US is fighting to procure. The future of AI doesn’t begin in a lab, it starts in the ground.
A great article on data center risk from AIxEnergy:
aixenergy.io/carrying-the-bi…
@aixenergy
Stock Master Flash retweeted
Deep Sea Minerals eyes US listing as leasing auction nears mining.com/deep-sea-minerals…
Stock Master Flash retweeted
Bullfrog Gold will be at the inaugural Gold Advisor Network Summit in Vancouver! Catch VP of Exploration Dan MacNeil presenting live on Nov 5, 1:30-2:40pm, with an update on our South Bullfrog drill program in Nevada’s Walker Lane.
@TheGoldAdvisor
#Gold #Mining #Nevada
Stock Master Flash retweeted
⚒️ @Scotia_Metals is advancing its 372 km² Acadia #Lithium Project in Nova Scotia, within Eastern Canada’s emerging #EV battery supply chain.
📍 5 spodumene-bearing boulder trains identified, with grades up to 3.40% Li₂O.
Learn more: 🔗 scotiametals.com
$SMET $SMET.c
Stock Master Flash retweeted
This morning the Yangshan premium reached $205 per tonne (+30% in less than a week) to a new ALL TIME HIGH.
The lack of copper supply is real.
Following up on yesterday's post, here is what the 12-month chart looks like for the Yangshan premium, which yesterday hit a RECORD $178 per tonne of copper. That record broke again this morning. This tells us that despite all the macro noise, nothing has changed in the PHYSICAL world.
The Yangshan copper premium is the extra cost paid over the benchmark London Metal Exchange (LME) price to import refined copper into China.
The RECORD premium signals a lack of available short-term supply, strong domestic demand and low local warehouse inventories.
China is the world's largest consumer of refined copper, accounting for ~60% of global consumption. This problem is not unique to China, as other major economies around the world also face the same reality when they try to get their hands on copper metal... they have to pay up.
The copper market only wants to react upwards when the physical market globally is tight and shows no signs of easing.
Stock Master Flash retweeted
2 PRODUCING MINES. 100,000 OZ/YR POTENTIAL AT ANA PAULA. A 500,000 OZ GOLD AMBITION.
@HeliostarMetals (TSX: HSTR | OTCQX: HSTXF) is building toward its goal of becoming a mid-tier gold producer, leveraging cash flow from two operating mines to fund an expanding pipeline of high-grade gold projects.
The numbers driving Heliostar's growth strategy:
✔️ 500,000 oz/year — Targeted annual gold production by 2030
✔️ 2 operating gold mines — Generating cash flow to support future development
✔️ ~100,000 oz/year — Potential annual production from the high-grade Ana Paula Gold Project in Mexico
✔️ ~US$1,000/oz — Projected all-in sustaining costs at Ana Paula, based on its November 2025 PEA (just over US$1,000/oz)
✔️ ~1 million oz — Existing gold resource at the recently acquired Goldstrike Project in Utah
With feasibility work and permitting advancing at Ana Paula, and a construction decision targeted for mid-2027, Heliostar is positioning its development pipeline to support a significant increase in gold production.
🎥 Can Heliostar's high-grade assets fuel its journey to 500,000 ounces annually? Watch the BTV feature:
b-tv.com/post/heliostar-meta…
#HeliostarMetals #HSTR #HSTXF #GoldMining #GoldInvesting #GoldProduction #MiningStocks #CanadianMining
Stock Master Flash retweeted
BREAKING: $MSFT beats earnings, cloud revenue tops estimates
It ran 3.7% into the print and is pushing higher after hours.
Billions have been added in marketcap.
In 2 of the last 4 reports it moved more than options priced, including a +0.10 blowout in July.
Stock Master Flash retweeted
The US used about 160 metric tons of NdFeB rare earth magnets for every one it made in 2025, according to Reuters.
The country consumed about 48,000 metric tons of NdFeB permanent magnets and produced about 300 domestically.
Construction has now begun on USA Rare Earth’s $1.2 billion plant in Blacksburg, South Carolina, which is targeting 6,400 metric tons a year of sintered NdFeB magnets.
Commissioning is targeted to begin in 2028.
Stock Master Flash retweeted
SUMMARY OF FED DECISION (10/28/2026):
1. Fed leaves interest rates unchanged after September hike
2. Rate pause was a 10-2 decision with Cook and Hammack dissenting in favor of a rate hike
3. Fed says economic activity is "expanding at a strong pace"
4. Fed says inflation "remains elevated" and seeks more information
5. Fed notes that "geopolitical developments" are contributing to uncertainty
6. The Fed reasserts that "The Committee will deliver price stability"
"Higher for longer" continues at the Fed.
Stock Master Flash retweeted
CEO Rob McLeod at Kinvestor Day, laying out what's already built at Premier:
youtu.be/Yj_0IVvvh-4
Posted for $CAMB.v
"There's a 2500 ton per day mill."... Plus 6+ km of recently built underground development at Premier and 2 km at Red Mountain. Most juniors are years from having any of that... this restart is about feeding a mill, not building one.
✅ Targeting #gold production in about a year
✅ Ramp-up goal of 150,000 oz per year
✅ Mount Margaret copper deposit in Washington State on top
$CAMVF
Stock Master Flash retweeted
Posted on behalf of Spartan Metals Corp. -
In this Northern Miner interview, Spartan Metals $W.V $SPRMF CEO Brett Marsh walks through the location and infrastructure around the Victorio #tungsten-molybdenum project in New Mexico 🇺🇸
Per Marsh, Victorio sits about 20 miles west of Deming, with I-10 roughly 3 miles north, a major railway running through the project, a natural gas pumping station to the southeast and Freeport-McMoRan operations to the north. Crews can reach site from town in about 30 minutes
📊Last week's updated resource: M&I of 84.54M short tons at 0.10% WO3 and 0.09% Mo (0.15% WO3Eq / 0.25% MoEq), built on 85 holes
⛏️Next steps Marsh lays out: the SRK-led PEA, expected in Q4 2026, environmental baseline work, and drilling to upgrade the inferred portion. Fluorspar and beryllium are also present at Victorio, and Spartan owns 100% of the Eagle tungsten-silver-rubidium project in Nevada
Sponsored: Spartan targets US tungsten supply
@SpartanMetalsCo CEO Brett Marsh in conversation with @NorthernMiner video host, @Devan_Murugan.
mining.com/joint-venture/spo…
Stock Master Flash retweeted
Oil exploration opens door to Brazil offshore potash mining.com/oil-exploration-o…
Stock Master Flash retweeted
Getty Copper intersected a new copper zone at Getty South, returning 160.2 metres grading 0.32% copper in hole GS26-10. | $GTC.V #copper
Read More:
mininghub.com/company/getty-…
Stock Master Flash retweeted
Two objectives for Corral Copper: expand known CRD mineralization and test porphyry targets.
Matt Lennox-King discusses Intrepid’s 10,000 m drill program and Teck’s involvement with Global Business Reports.
gbreports.com/contents/matt-…
$INTR.V $IMTCF #copper #arizona @GBReports
Stock Master Flash retweeted
A new CESCO index places Peru first among the Andean jurisdictions in its sample of exploration budgets, with gold and copper leading company interest. Also an emphasis on the importance of predictable permitting, access to capital and community relationships.
$FMN $FMN.V $SAIDF
rumbominero.com/peru/noticia…
Stock Master Flash retweeted
Sponsored: Spartan targets US tungsten supply
@SpartanMetalsCo CEO Brett Marsh in conversation with @NorthernMiner video host, @Devan_Murugan.
mining.com/joint-venture/spo…
🤝 Paid partnership
Stock Master Flash retweeted
$CCDS.V Techinals on behalf of @CarrierCDS
Price broke out of a multi-month pennant on volume off the news that they have converted 3MW from their 25MW LOI into a $88.9M contract over 5 years starting in Nov (Multi-million dollar deposit already received) & now with price starting to curl back up after some gentle consolidation.
That contract is $17.8M in annual reoccurring revenue for 5 years from just one client for a $50M Mcap company with the ability to add an additional 1MW to bump that total to a $23.7M ARR
In this recent interview with CEO @mbinns he reaffirmed a goal of reaching 15 data centres by the end of 2027.
Currently only 7 in the portfolio with 21MW of the LOI still looking for placement. An LOI worth upwards of $95M in Annual Recurring Revenue for Carrier all while AI datacenter's new builds are facing significant headwinds increasing the demand for existing faclities.
New interview from the 2026 Cantech Investment Conference.
Carrier Connect Data Solutions CEO Mark Binns sat down with Amber Mac to discuss the company’s growth from a small Vancouver data center operation to a portfolio of six facilities across Canada, the U.S. and Australia, plus where Carrier plans to go next.
Mark also discusses the company’s M&A-driven growth strategy and its goal of reaching 15 data centers by the end of 2027.
Watch the full interview:
youtube.com/watch?v=IDx4_VT7…
$CCDS $CCDSF
#DataCenters #AIInfrastructure #Cantech2026
Stock Master Flash retweeted
Posted on behalf of West Red Lake Gold Mines Ltd. -
🚨📰 NEWS $WRLG.v - Today West Red Lake reported Q3 production of 7,859 oz from its Madsen #gold mine in Red Lake, and September was the strongest month since the restart at 3,320 oz 🇨🇦
A secondary crusher was commissioned during the quarter, supporting the mill's ability to process up to 1,000 tpd, and the mill averaged about 867 tpd in Q3
⛏️Underground development keeps adding mining fronts, advancing access deeper into Madsen toward previously unmined areas like the 904 Complex
2026 guidance is now 27,000 to 32,000 oz, and the integrated Madsen and Rowan PFS is expected in the coming weeks
$WRLGF
News Release - Oct 27 2026 - West Red Lake Gold Reports Q3 2026 Production and Continued Operational Momentum at the Madsen Mine
West Red Lake Gold Mines is pleased to provide an operational update for the third quarter ended September 30, 2026 for the Madsen Mine, located in the Red Lake Gold District of Ontario.
Read the full release here: buff.ly/bxeYyFd
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#westredlakegold #westredlake #gold #mining #goldmine #goldstocks #tsxv #otc #otcqx #wrlg #wrlgf #madsen #newsrelease $WRLG $WRLG.v $WRLGF
