$1,000 follows their calls into $1,099
🇦🇺Craig Tindale@ctindale$MTM Metallium (disclosure I own) I have a bigger essay on the US REE strategy coming out in a few days but for now put them on your radar
🇦🇺Craig Tindale@ctindalegold and silver If Indians flee the rupee into gold and silver, the state taxes the metal at the border. It’s a different type of financial repression to support the currency than my essay a few days ago India did that in May: duty 6% to 15%, then licences. They made the
🇦🇺Craig Tindale@ctindale$ELT (~A$197m) is pre-production: Oropesa (Spain) first, Cleveland (Tasmania) second. Cash ~A$40m, no debt. Up 22% today You could have bought for half the price if you’d listened the first time Tin ~US$54,000/t, near June’s US$57–59k high: about +35% YTD and double
🇦🇺Craig Tindale@ctindale$ELT The New Tin Shock: Why Elementos (ASX: ELT) Is the Strategic Play for the AI Era A new rare-earth-style supply crisis is brewing only this time, it revolves around tin, the quiet metal that solders together the digital world. Every transistor, circuit board, sensor, and
🇦🇺Craig Tindale@ctindaleIperionX $IPX has validated continuous HAMR titanium production on its commercial-scale GenX furnace in Virginia , the first four campaigns are complete. All valid samples met ASTM Grade 5 (angular powder) and the tighter Grade 23 oxygen spec (spherical powder). Versus the
IperionX@iperionxA major step forward for U.S. titanium production. GenX™ continuous HAMR™ titanium production delivered: ⚡ >75% lower power 🚀 6× throughput ↓ >45% magnesium ↓ >60% hydrogen 🏭 >500 kg across 4 continuous runs Next: engineering the first industrial-scale h
🇦🇺Craig Tindale@ctindaleNVIDIA’s announcements, read together, suggest a different future than has been sketched so far The hardware clues. Co-packaged optics moves the light conversion inside the switch package optical ports drop from 30 watts to 9. Datacenter-scale tech, now cheap enough on prem
The All-In Podcast@theallinpodJ-Cal: Nvidia is taking the gloves off with its open source model. They will own the whole stack. “You will not be able to tell the difference between Jensen Huang's open source LLM and Claude for 95% of your searches, I guarantee you. Now, why has Nvidia and Jensen downplayed
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