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Our AI scans picked up The Black Bull right before the pump at 0.0062. It's still pumping at 0.11. If your circle is not talking about the solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump airdrop, change your circle. @blknoiz06 Or just subscribe to notifications in App: Markets → Hot Picks
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a battle in the big easy 🎷 ⏰ 6:00PM MT 📺 JAZZ+ | KJZZ 📻 @kslsportszone 📓 #TakeNote#
Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck): - Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AMZN. - As demand from data centers has increased, production of Samsung SDI's cylindrical cells has also risen sharply. - Industry sources said Panasonic, Samsung are experiencing supply shortages for BBU cells. So main beneficiaries imo look like: - Samsung SDI (KRX: 006400) / Panasonic Energy as cleaneset winners - Murata (6981) / this keeps showing up everywhere with MLCC and others lol - LG Energy (KRX: 373220) / incoming There's not really much direct US players? But adjacent read through like $VRT, $ETN or $BWA / $ENS. Not quite in my domain emphasis cup of tea though. I wouldn't conflate this as all shortages having a massive TAM, but there could be opportunities...
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