Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
Joined July 2025
232 Following 1.1M Followers
US Department of War announces $174M financing for securing Gallium Supply Chains. Beneficiaries are:
- $AA (Alcoa Corp) for Gallium production at its refinery.
- Sojitz (2768) as the Japanese JV offtake partner
Good to see US critical minerals supply chains investments.
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