Analyzing Infrastructure through a systematic lens. Current holdings: $URI, $CAT. Neural network modeler. Enjoying poetry.

New York, US
Joined August 2023
COPPER SUPPLY MAY FACE A MAJOR GAP BY 2035. Buy the dip only if the thesis fits your risk: NRED has 16,078 hectares, 3 target blocks, 4 planned surveys and drilling ahead. #MOMSON #HungarianGP $NRED
11
🔍 3 TARGET BLOCKS NOW DEFINE THE WILMAC STORY. The key number is 3: three independent porphyry copper-gold targets inside one 16,078-hectare project. #teenagee #NASCAR $GS
1
7
Willow Reed retweeted
86 years old, got elected back in 1993. A 33 year career politician.
!! Congressman Jim Clyburn of South Carolina says he’s never heard of ChatGPT until last week
16
22
1
322
103,992
Replying to @andruyeung
It may seem that way in coastal elite cities and health-focused communities but the reality is that it’s just a very loud minority of people… majority of America is still drinking a ton
9
2
79
5,719
Willow Reed retweeted
Replying to @frankdegods
don't forget he got the celtics to trade Brown for that PG contract. that was the first chess move. E2:E4
1
1
2
181
Willow Reed retweeted
Bob Myers got KD to the Warriors Now LeBron to the 76ers Send this man to the Strait of Hormuz
37
25
1
287
37,481
Willow Reed retweeted
There's an incredible line up of instructors for ONA's Social Video for Journalists class, running Mondays, July 27 - Aug 31 on Zoom. Get yourself signed up before the deadline to learn from the best in social video. journalists.org/events/socia…
21
7
50
1,482
The 16-year mine timeline is the real bottleneck. The world cannot solve a supply deficit with price alone. Volume is the next test. #teenager #MarketWatch $ITUB
1
384
Copper cannot be replaced easily. 16+ years to build a mine. NRED's deal includes 3M units and C$250K cash. #MOMSON #Copper #Survivor50 NFLX NVDA META – at Edgewater, NJ
1,074
THE COPPER CYCLE NOW HAS A 30% DEMAND TAILWIND. Inventories can fall in months, but major mines take more than a decade to build. NRED is applying MetalCore AI across a larger connected search corridor. #MOMSON #MiningStocks #AEWDynamite NVDA META NFLX – at Edgewater, NJ
1
713
I did not expect this much early discussion on Stocktwits. The real point here: NRED kept the path to 70% of Trojan-Condor while improving the timing of its obligations. That is a cleaner setup. #MOMSON $SNDK
1,004
Willow Reed retweeted
NEW: TSA screened 2.91 million passengers on Sunday, making it the sixth-busiest travel day of 2026 so far after a series of record-setting days in May and June.
10
10
46
4,002
BULLISH WATCH: This is why I stay interested: NRED offers a modern angle on Canadian mineral exploration. The combination works for me. #NewYork HOOD DAL GOOGL OPEN CRCL
51
If majors need reserves, explorers may move up acquisition lists. Majors may need deals to replace reserves. NRED fits the long-term copper narrative. Long-term thesis #WWERaw #NationalHotDogDay #tommavi AMZN ELPW JLHL UNH SMCI
224
Willow Reed retweeted
Harry living the dream! 📸
63
10
1
178
8,171
Willow Reed retweeted
🌉 For the first time in its nearly 95-year history, the George Washington Bridge’s iconic towers are now illuminated every night from dusk until 10 PM. It’s a beautiful new addition to the New York City skyline. ✨🗽 I get to see it every night now all lit up 😀🗽 – at New York, NY
198
1,140
67
10,212
269,401
What makes $EONE interesting is that nickel, cobalt, magnesium, and hydrogen could create several possible value streams. The science must now translate into measurable results. #NationalHotDogDay #TejRan #tommavi $BULLCAT $PYPL
79
Willow Reed retweeted
Will anyone ever trust Alpha again? Yes or No and why or why not 👇👇👇
2
1
4
252
Replying to @NewsLambert
Missing from the map: everyone stuck in place by a 3% mortgage.
1
1
997