This wave of market rally is over. Today Trump pumped it twice, but Micron still didn't rise, and 1000 might not even hold.
It should be that Smart Money already knows Anthropic's ARR is about to have issues. Semiconductor memory deleveraging might exceed everyone's imagination. Micron at 800 is definitely something we'll see.
@sokytsinolop: po prostu chłop wrzucił zdjęcie normalnego laptopa na jakimś k---a kamieniu, to chyba u Ciebie jakiś kompleks wyszedł że założyłeś że to musi być Flex xD
@perfumowyswir: Good — this actually surfaced two distinct gas supply issues, not one, and both are real. Let me finish the research properly, including the tungsten hexafluoride angle which is the more specific "Japanese shortage" story you were thinking of.
Now I have the full picture — and it's a genuinely major, underappreciated story. Here's the complete answer.
@orientalist-jack: Almonty Industries (AII.TO / AIIAF — OTC) — the best risk/reward on the list
This is the cleanest, least-crowded way to play it. Almonty owns the Sangdong mine in South Korea — the actual tungsten ore source, not a downstream processor renting feedstock. It’s starting production in 2026, precisely into a market where China has weaponized tungsten exports and every downstream WF6 maker (Foosung included) is scrambling for non-China
Ja jakbym miał fire to chvja by się zmieniło w moim życiu - więcej bym doomscrollowal wykop i konia walił jakbym do roboty nie musiał chodzić i to chyba tyle
tak dzisiaj na mnie spogląda NASDAQ 100 3x Daily Leveraged
źródło: billy-herrington-smoking
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