Guilia Luciana

$RIOT is still the AI-power leader in the miner group. The Anthropic contract is the piece most names don’t have.

$CGNT.V still has the Mocoa PEA lined up for Q4. Fresh assays, a C$31M raise, and a Trafigura offtake already on the board.

Copper is still the structural trade. $FCX keeps tracking AI + grid demand even when the tape gets choppy.

Today’s mining focus: $NEM $AEM $FCX $CGNT.V $RIOT $MARA Which names are you watching at the open?

Gold is holding above $4,400 again. $NEM and $AEM remain the cleanest large-cap leverage names if bullion stays elevated.

$CGNT.V #1 on the list for insider buying. Given the warrants out right now that can be exercised, this is a great sign of confidence

Gold had a strong August. $NEM and $AEM are still the cleanest large-cap leverage names. Monday’s question is simple: do miners keep following bullion, or do they pause?

Weekend watchlist into Monday: $NEM $AEM $FCX ⭐️ $CGNT.V ⭐️ $RIOT $MARA Which ones are you watching at the open?

Junior copper is waking up when the majors hold. $CGNT.V is one of the names with fresh metres + financing. That’s usually when retail starts paying attention. $FCX $AEM $RIO $AYA $AG $HL $NEM

$MARA keeps lagging the AI-power re-rating. The multi-GW pipeline is still the story. The tape just treats it more like a BTC proxy.

$RIOT is still the AI-power leader in the miner group. Friday’s dip looked like profit-taking. The Anthropic contract is the piece most names don’t have.

Copper remains the structural story. $FCX and the copper group are still tied to AI + grid demand. That theme hasn’t gone away.

Watchlist into Monday: $NEM $AEM $FCX $CGNT.V $RIOT $MARA Which names are you watching?

$CGNT.V just dropped Q2 numbers after last week’s Mocoa assays. 771m of 0.54% CuEq, a C$31M raise, and a Trafigura offtake. This is a massive result. PEA coming soon. Fully funded through 2026. Copper is squeezing.

Gold had a strong August. $NEM and $AEM are still the cleanest large-cap leverage names. Monday’s question is simple: do miners keep following bullion, or do they pause?

Junior copper is getting attention again. $CGNT.V (Mocoa) is one of the names with fresh assays + a strategic raise. When copper holds and juniors start printing metres, volume usually follows. COPPER GIANT IS ON WATCH! $PHOS $LBCMF $AYA $AG $FCX $EDM $AURO

$RIOT sold off Friday even as Bitcoin held near $80k. Looks like profit-taking after the AI power re-rating. The Anthropic deal is still the differentiator vs pure hashrate names.

$MARA remains the lagging AI-power name. Multi-GW pipeline is intact. The market just keeps treating it more like a BTC proxy.

$CGNT.V just printed more Mocoa drill results: 771m of 0.54% CuEq and mineralization still expanding. Plus a C$31M strategic financing and Trafigura offtake. That’s a junior copper name with real catalysts. $LBCMF

Copper remains the structural story. $FCX and copper names keep benefiting from AI + grid demand even when the tape gets choppy.