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Tungsten price in China is dropping like how it was rising early in the year.
The inventory write-down is gonna be nuts.
Tungsten resistance spikes at 2 nanometers. @Applied4Tech built Spectral Moly ALD to replace it with molybdenum, cutting resistance roughly 15%.
Mukund Srinivasan told @PatrickMoorhead at the Six Five Summit why the next gains in AI efficiency start at the materials layer. $AMAT
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Tungsten space has gotten so much bigger ever since UK invested in Tungsten west, and now we are seeing a big account doing a marketing campaign on it.
Not saying its a bad thing, but it has sucked in so many people who doesn’t understand Tungsten, and investing based on hype.
Obviously many will disagree with what I said, but do yourself a favour and DYOR.
Grade is king. Mining projects take ages to execute. Some may not even see a tonne being produced out of the project.
Stay sane and invest after you’ve done your due diligence.
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Tungsten West shares soar as it secures government investment for the restart of a historic tin and tungsten mine in the UK
Tungsten mine that surges at times of major wars is opening again
Abenojar Tungsten SA announced plans for an initial public offering in London, the latest overseas company to explore a UK listing
US tungsten maker Elmet will buy a 4.99% stake in Vietnam’s Masan and secure more than eight years supply of the metal, deepening US access to the critical mineral
Have Tungsten investors heard of Mong Jawd?
If not, you should.
It's the Tin's Man Maw for Tungsten.
US Tungsten Scrap Export Ban Takes Effect As Global Supply Crisis Deepens
Looks like all Tungsten stocks are baking in the future expectation that every new mine produces according to plan.
Ramp-up is where most of them will struggle, and then people will realize Tungsten's fundamentals remain.
There's a point where it becomes an easy buy.
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