Citrini
@citrini
Thematic, Cross-Asset Investment Research
Joined February 2021
2.3K Following 286.9K Followers
The US needs to ramp Scandium supply harder
NEW: The CEO of an AI giant said again and again: "There is no China supply chain for us."
Trade records, satellites, Chinese filings and even its own suppliers in China say otherwise.
The truth raises an existential threat to Bloom Energy’s story.
Our $BE investigation:
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