$FEAM
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白宫投资关键矿物以加速开发并降低供应链风险。
来了，白宫终于向关键矿物/材料领域投入更多资源。惊人的政策举措，简而言之： - $WWR 获得 2500 万美元（石墨） - $SRL (ASX) 获得 4 亿美元（钪） - $FEAM 获得 800 万美元（硼） - $HREE 获得 480 万美元（磁性稀土） 以上为上市公司。此外还有对 Niron Magnetics 的 1.5 亿美元或对 Standard Bauxite 的 8500 万美元等更多私人投资。 这对美国政府来说简直是零钱，却能带来下游应用的巨大增长。应在资金规模上做得更多以加速开发并降低供应链风险（我不持有上述任何股票，仅支持该政策举措），但这是个很好的公告。
英文原文
There we go, White House finally invests in more breath in critical minerals/materials. Amazing policy move, as a TLDR: - $WWR receives $25M (graphite) - $SRL (ASX) receives $400M (Scandium) - $FEAM receives $8M (Boron) - $HREE receives $4.8M (magnet rare earths) out of the public companies. With more private investments from $150 million into Niron Magnetics or $85 million into Standard Bauxite. It's literally spare change to the US gov, for ENORMOUS amount of downstream applications. More should be done with funding amounts to accelerate development and derisk supply chains (don't own any of the above, just support the policy move), but great announcement.
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研究Google TPU v8x玻璃基板供应链瓶颈及潜在受益股。
我持有 $MU 的头寸，但目前只是持有不动。 说到 $INTC，我刚刚研究了关于 Google TPU v8x 据报道使用的 EMIB-T 玻璃可能存在的铝硅酸盐玻璃瓶颈： 例如：钡和锶 -> $SOLV 锡 / 二氧化锡 (SnO2) -> $MTL 化学机械抛光 (CMP) 浆料和纯度过滤器 -> $ENTG 精炼硼酸盐 -> $FEAM 气相二氧化硅 -> $CBT 还没研究完，但他们在该领域的工作确实是一个令人兴奋的机会。
英文原文
I have $MU positions but I'm just sitting on them. Speaking of $INTC, was just looking into possible aluminosilicate glass bottlenecks with EMIB-T on glass reportedly used by Google TPU v8x: eg. Barium & Strontium -> $SOLV Tin / SnO2 -> $MTL CMP Slurries and Purity Filters -> $ENTG Refined Borates -> $FEAM Fumed Silica -> $CBT Haven't finished yet, but their work in the area is definitely an exciting opportunity