re: aibottlenecks.app

Updated watch list.
Maybe just make my own etf.
2.5k each:
KEYS
FN
CIEN
COHR
ALOY

1k each:
ASPI
AMPG
CRML

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Good stuff! Why no profits yet for CRML? Not a ton of cash, maybe 55 million? What’s holding them back?

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They’re pre-revenue. Not mining yet. Doing exploratory drilling as of this week. Cash is from a recent raise. They only acquired half of Tanbreez in the last couple months to have overwhelming controlling interest and added another mining interest in Austria recently as well.

The play is that we know Tanbreez is extremely valuable, we need those rare earths. Trump admin obv has prioritized it. It’s likely Trump admin takes a stake in CRML. Future admins will understand the strategic interest as well. Then in future years we’ll see actual mining and revenue from it. Regulatory progress is moving quickly, Greenland govt is onboard

Edit: almost all rare earths plays are pre-revenue. They’re public to raise cash. Gotta keep that in mind, but the gains are explosive if they catch on at a global political level and admin reminds us how critical they are. MP is the only active rare earths miner and producer right now, which is why they’re the leader.

But if the US rare earths push catches on as expected, rising tide will float all boats, as US govt is expected to set price floors to counter China convincing its companies to sell below market value to force the smaller non-China players out of business. Anti-competitive behavior. US govt has a bunch of initiatives to get this industry going as it’s an absolutely critical supply chain risk for anything with batteries, chips, magnets, etc - basically all modern tech, growth tech, and future tech

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Is this your most followed industry? When did you start buying CRML?

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Possibly. The big picture really speaks to me on these. There are some industries I know better but lack the upside. Started buying in November last year. Sold a bunch in big run up in January. Bought more since then

I feel similar about critical metals as I did about memory coming into the year. I need to load up more

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Or just become a silver stacker.

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I’d rather be liquid, not lugging around useless weights, and not paying a premium to buy and sell

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I’d rather be liquid, not lugging around useless weights, and not paying a premium to buy and sell

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Don’t silver stackers have more flexibility when it comes to capital gains, inheritance, etc? Also the zombie apocalypse.

Bought a bit of CRML and ALOY this morning along with a few others that are in the optics sector.

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bought a stack of FORM for like $12 from a thread on here back before covid. Just recently noticed it since it’s in an account I rarely check with long term holds.

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Here’s how I put together my little AI bottleneck etf.
I’m heavy optics, with two rare earths plays and one power company.
COHR also provides significant quantum materials exposure.

Sold 165 ASTS last night plus some OUST options (today) to create this “basket” if you will.
The goal is to HOLD. Super lucky with this head start from last night’s buys.

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VST

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Im calling it a “based out beauty.” That chart is about to be once it holds the 200day.

Reminds me of OUST a couple months back.

Also, Forgot to include that I added INTT in the brokerage.