HBM

$HBM chatter on StockTwits

• 
  Jared Duncan@JaredDuncan1053Bullish19h

  $NREDF: Here's why I bought: Drilling in September could be the moment when the story becomes more real and there will be a 2000% rally So far, it's copper, AI, power grids, defense, China's export controls, and the impetus for critical mineral development in the US/Japan/Canada $HBM $CS $NICU.TSX But drilling is different Drilling creates anticipation Anticipation creates volume Volume creates momentum I'm long and expecting a +2000% rally $NRED.CSE NFA

  View on StockTwits ↗
• 
  Frank Mint@Ptwok1d

  $HBM Robin Hood has a "pending corporate action" alert for HBM ... Any ideas why?

  View on StockTwits ↗
• 
  Camilla Gallagher@matt_journalsBullish3d

  @JerryWalker923 Copper still looks like one of the strongest commodity setups. If $6.70 breaks, I think money rotates back into the entire sector. Watching $FCX and $HBM for confirmation, but higher copper prices could also put a spotlight on explorers like $NREDF. Small caps carry more risk, but they're usually where the biggest percentage moves happen when sentiment turns.

  View on StockTwits ↗
• 
  Nevaeh Myers@nolanreadsBullish3d

  $NREDF the tape reaction makes more sense when you zoom out. Copper isn’t moving because of a single headline it’s moving because the entire supply chain has been structurally tightening for years. China’s shift toward concentrate imports after 2017–2018 didn’t just change trade statistics it created a global competition for mine supply. That’s why flows into China from exporters like Canada have become so closely watched. When Canadian copper concentrate exports rise sharply into a single dominant buyer, it changes how the market thinks about long-term optionality in North American supply. That’s the macro backdrop traders are reacting to right now. NovaRed shows up in that conversation as a BC exploration name with Wilmac as its core asset, positioned inside a region already integrated into global copper supply chains. $FCX $TECK $HBM NFA $NRED.CSE

  View on StockTwits ↗
• 
  Thea Rocha@StellarRise253d

  North America is sleepwalking into a copper-security crisis. Canada exported 348,211 tonnes of copper ore and concentrate in 2024, with China among the main destinations. The U.S. is already 57% reliant on net copper imports, while China continues expanding its naval, nuclear, cyber and long-range strike capabilities. If a major conflict disrupts Pacific trade, North America cannot build mines, smelters and refineries overnight. Canada should stop sending strategic copper concentrate to China and build a protected supply chain with the United States. For me, $NREDF is the leading speculative early-stage name for this thesis: a British Columbia copper-gold project, 970 soil samples completed, four IP/AMT grids planned and an initial fall drill program targeted, subject to permitting. $FCX and $HBM are established exposure. $NRED.CSE is the higher-risk, higher-upside front end of the same security story. The market may wait. Geopolitics will not!!!

  View on StockTwits ↗
• 
  Aziel Chavez@rubycreatesBullish3d

  @zayned99 Copper still looks like one of the strongest commodity setups. If $6.70 breaks, I think money rotates back into the entire sector. Watching $FCX and $HBM for confirmation, but higher copper prices could also put a spotlight on explorers like $NREDF. Small caps carry more risk, but they're usually where the biggest percentage moves happen when sentiment turns.

  View on StockTwits ↗
• 
  Jennifer Johnson@jEnJohBullish3d

  Canada is not just exporting copper to China. It is exporting leverage. In 2024, Canada shipped 348,211 tonnes of copper ore and concentrate abroad, with China among the main destinations. Meanwhile, the U.S. remained roughly 57% dependent on net copper imports. That is backwards. The risk of a major conflict is getting closer, China is expanding its military and industrial capacity, and North America is still sending strategic raw material across the Pacific while its own supply chain remains exposed. Canada should stop feeding China’s refining advantage and work directly with the United States. Develop Canadian deposits. Build more North American processing. Reserve more copper for U.S. grids, defence, manufacturing and AI infrastructure. This is bigger than trade. Copper is strategic security now. That is why North American names like $HBM, $FCX, $COPX and earlier-stage Canadian exposure such as $NRED.CSE deserve more attention.

  View on StockTwits ↗
• 
  Marky D@dick_dasterdly3d

  $NREDF $NRED.CSE $FCX $TECK $HBM And they will when Cheeto face leaves office shortly. Our allies will once again believe in us.

  View on StockTwits ↗
• 
  Walter Smith@WalterSmith922Bullish3d

  $NREDF nearly touched +12% today, and the bigger critical-minerals story keeps getting louder. Canada and the U.S. need to work together to reduce China’s leverage over strategic supply chains. NovaRed’s $NRED.CSE angle here is simple: a Canadian copper-gold explorer sitting in the same macro lane where secure North American supply is becoming more important. Copper majors like $FCX $TECK $HBM already show how big this theme is. NFA

  View on StockTwits ↗
• 
  Zayne Dunhall@zayned99Bullish3d

  Copper isn’t losing momentum-it may be reloading. U.S. copper futures are compressing inside a bull pennant after reaching $6.716/lb in May. The key support sits around $6.14–6.17, while $6.70 is the breakout line. A clean move above that level gives a measured technical target near $7.40–7.50. What makes the setup more interesting is positioning. CME money managers recently held more than 71,000 net-long contracts, while LME call open interest through December was roughly 112,000 contracts versus 52,000 puts. Bulls are not hiding-they are waiting. That puts $FCX, $HBM and $COPX back on my momentum watchlist. It also improves the backdrop for earlier-stage names like $NRED.CSE , where Wilmac geophysics and target definition could arrive into a stronger copper tape. The trigger is simple: hold $6.14, break $6.70, and the next leg may be much bigger than the market expects

  View on StockTwits ↗
• 
  Clyde Trejo@OrbitRise293d

  $NRED.CSE at C$1.51 is giving the chart a much better shape than it had near C$1.33. The important part is not just the bounce - it is the reclaim of C$1.45–1.50 after price compressed into the lower demand zone. If C$1.50 now holds on a pullback, the setup starts looking like a base rather than a temporary reaction. The next technical steps are clear: C$1.55 is the first confirmation level, C$1.65 is where momentum could accelerate, and C$1.75–1.80 is the zone that would fully repair the short-term structure. Above that, C$1.97–2.00 remains the major breakout gate. A close through that area with stronger volume would put C$2.12–2.21 back on the map. What I like here is the risk/reward geometry: support is close, the upside ladder is visible, and the copper backdrop through $FCX, $HBM and $COPX can help sentiment. For now, C$1.50 is the pivot. Hold it, and the chart starts telling a much more bullish story. $NRED.CSE

  View on StockTwits ↗
• 
  Tommyj1014@Tommyj1014Bullish4d

  $HBM

  View on StockTwits ↗
• 
  Helen Haw@HelenHaw587Bullish4d

  $NREDF Canada’s critical minerals strategy is starting to look less like normal mining policy and more like industrial policy. Corporate Knights reported 67 critical-minerals projects proposed, planned or under construction in Canada, with a capital need of about $72.4B by 2034. That matters because the West is trying to reduce dependence on China and rebuild secure supply chains. Canada has the geology. The U.S. needs secure supply. Both need processing, roads, power, smelters and long-term offtake. That is the bigger lane for NovaRed: 2026 field catalysts $NRED.CSE Copper majors like $FCX $TECK $HBM show how important this metal already is. NFA

  View on StockTwits ↗
• 
  Owen Payne@SilentDrift36Bullish4d

  Canada should have multiple buyers for its copper, and the United States should treat Canadian mining as part of its own industrial security. The two countries already share infrastructure, capital markets, manufacturers and defence supply chains. Copper should be no different. Long-term offtakes, faster permitting, regional processing and shared investment could keep more value inside North America. That would create a stronger backdrop for established producers like $FCX and $HBM - and for earlier-stage Canadian stories such as $NREDF $NRED.CSE Allies should not discover their supply-chain dependence during the shortage.

  View on StockTwits ↗
• 
  Alia Perez@LunarNova81Bullish4d

  Canada has the rock. The United States has the demand. China has much of the smelting capacity. That imbalance may be one of the biggest opportunities in the copper market. Instead of treating mining, refining and manufacturing as separate industries, Canada and the U.S. could build one integrated supply chain-from exploration to grids, data centers and defense equipment. For investors, that makes jurisdiction increasingly important. $FCX and $HBM offer existing North American exposure. $NRED.CSE offers earlier exposure through Wilmac in British Columbia, before the next generation of regional supply is fully defined

  View on StockTwits ↗

Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.