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"The Trillion-Dollar AI Backbone: The Next Great Industrial Evolution Why Americas Ai boom isnt a bubble its an amalgamation of steel silicon and raw power $NVDA $AMD $ANET $CSCO $INTC $NEE $NRG $DUK $EXC $D $FLNC $TSLA $EOSE $ESS $VRT $ETN $CMI $GNRC $CARR $TT $ALB $FCX $MP $LTHM $LAC $J $ACM"
X Link @Trace_Cohen 2025-10-15T13:43Z 21.2K followers, 9334 engagements
"🚨 The Pentagon is purchasing $500M of cobalt $245M of antimony and $100M of tantalum to secure supply chains. Mining firms like MP Materials $MP and Livent $LTHM could benefit as the U.S. strengthens control over critical minerals for defense and EV batteries"
X Link @CeoWatchlist 2025-10-15T12:14Z 4664 followers, XXX engagements
"Congo's export curbs push cobalt to 3-yr highs pressuring EV supply chains. Bullish for $ALB ($104.53 +0.01%) $LTHM as lithium substitution accelerates. Risk to battery-dependent sectors; watch Chinese stockpiling. Long-term: recycling tech plays may gain favor. This is my opinion. Not financial advice"
X Link @Dutch_Brat 2025-10-13T10:00Z XXX followers, XXX engagements
"💎 Critical Minerals Watchlist: UK & USA Stocks Only X Lithium ⚡(1 of 8) The white gold of the EV era. $ALB Albemarle Global lithium leader (US-based producer) $LTHM Livent Pure-play lithium merging with Allkem $PLL Piedmont Lithium U.S. lithium developer with Tesla supply deal"
X Link @mr_abundance_ 2025-10-09T16:07Z 3376 followers, 1223 engagements