Serenity
@aleabitoreddit
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AI/Semi Supply Chains Research
Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
가입 July 2025
232 팔로잉 중 1.1M 팬
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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