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u/coochievogue

🔥 Hot ▲ 75 r/Daytrading

I stopped trying to predict moves and started reacting to them

At some point I realized I was spending way too much energy trying to guess what would happen next.

Every setup turned into a prediction. Every chart became a story I was trying to finish before it actually played out.

The problem is, markets don’t care about your predictions.

What helped was shifting to a more reactive mindset. Instead of asking “what will happen,” I started asking “what is happening right now, and how do I respond?”

It sounds like a small change, but it made decision-making faster and less emotional.

I still get things wrong just less dramatically.

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u/coochievogue — 1 day ago
▲ 1 r/Penny_Stocks_Canada

The copper market looks “fine” until you do the math

Right now, copper doesn’t look broken.

Demand is around ~27M tonnes, supply ~23M, and depending on the quarter you can even see a small surplus. That’s why a lot of people dismiss the bull case. They look at the present and assume the system is stable.

But copper doesn’t break in the present. It breaks in the future.

Take EVs alone. We’re at ~2.3M tonnes of copper demand from EVs today, potentially scaling to 4–6M tonnes by 2035. Even if copper per vehicle drops, scale still wins. 50 million EVs at just 60 kg each still equals 3M tonnes of copper, which is over 10% of today’s entire global supply.

Now layer in grids. The US alone needs thousands of miles of new transmission every year, requiring 300K+ tonnes of copper annually. Globally, grid capex is already pushing $400B+ per year.

Then AI.

One hyperscale data center can require tens of thousands of tonnes of copper. Aggregated AI demand could hit 250K–550K tonnes annually by 2030.

This is where the disconnect is.

The market is pricing copper like a short-term cycle. But the system is being pulled by long-term demand that compounds faster than supply can respond.

And supply doesn’t scale easily. It’s concentrated, slow, and increasingly constrained.

That’s why the story eventually moves upstream.

Companies like NovaRed Mining (CSE: NRED / OTCQB: NREDF) sit at the stage where the only question that matters is: does new supply even exist?

Not advice.

u/coochievogue — 5 days ago