orientalist-jack
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@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.

# The Gas: Tungsten
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orientalist-jack
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@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
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smieszek321
smieszek321
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Ma ktoś jakieś przemyślenia o CEREBRAS? Wydaje mi się, że to może być spółka, która zrobi 10x w tej bańce, GPT 5.6 SOL przy prędkości 750t/s na ich waflach
#gielda
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Orientalist Jack

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