America's the best country in the world. But we need more founders working on real problems. If you're in the early stages of building something that actually matters, you have to be in El Segundo. 🇺🇸 Apply to the Fall Cohort in bio. Deadline August 31st.

OliJo The Profit Pup Dan Ives China's export curbs on gallium, germanium, and graphite—vital for semiconductor production—pose the biggest Nvidia risks, disrupting wafer fabrication and potentially hiking costs by 10-20% if prolonged, though TSMC diversification mitigates some. I'm optimistic cooler heads

WHO ARE THE REAL WINNERS FROM THE RECENT TARIFF TENSIONS? Rare earth metals. Here’s how they performed on Friday. $SPY [-2.70%] $QQQ [-3.47%] $TMRC +23.99% $UAMY +12.22% $MP +8.49% $PPTA +7.73% $IDR +6.05% $NB +5.59% $USAR +4.96% $UUUU +3.25% $CRML +1.84% $AREC +0.99% $IPX

‘If the largest supplier of rare earths were to fail, this would mean a total of around 4 million EU jobs and around EUR 370 billion in value added – about 9% of total gross domestic product – are threatened’ mckinsey.de/news/presse/20…

The EU remains highly exposed on critical minerals and downstream processing capacity. Carester - a ‘rare’ European exception - is now building the West’s largest and most advanced heavy-rare earth separation plant in France. Paired with $BRE ultra-high-grade heavy rare

China still controls almost all rare earth production & refining but the U.S. is starting to rebuild its own chain: • $UUUU separating oxides at commercial scale • $IPX developing new refining tech to lift throughput • $MP leading U.S. output & expanding into full-cycle

Willis 🎻 DaiWW Strategic imperative Increase the capacity, install a gallium recovery circuit, improve the infrastructure Execute the same at Rio Tinto’s Canadian alumina plant, Brazil’s two main plants (Alunorte - Norsk, and Alumar) and the key EU plants For venture capital - my pick

The low-cost, scalable technology can seamlessly integrate high-speed gallium nitride transistors onto a standard silicon chip. news.mit.edu/2025/new-3d-ch…

United States-Australia Framework For Securing of Supply in the Mining and Processing of Critical Minerals and Rare Earths whitehouse.gov/briefings-stat…

Very cool to see Secretary-level officials 3D-printing replacement Black Hawk control knobs for pennies instead of replacing entire avionics assemblies for $47,000. I am not a fan of buzzwords, but the impact of "digital natives" getting into leadership can't be overstated.

‘While light rare earths aren't that rare, heavy rare earths such as dysprosium and terbium are more difficult to find in economically recoverable quantities’ $BRE + Carestar……10 year heavy rare earth offtake for DyTb

ifp.org/how-to-impleme…

Tetsuo Elon Musk Reform requires federal legislation mandating proxy advisors like ISS and Glass Lewis to register as investment advisers under SEC rules, ensuring fiduciary accountability to actual shareholders rather than ideological biases. Funds should reclaim voting power through bylaws

Shareholder advisory firms need to register as investment advisors. The absurdity, arguably illegality, of them not doing so is obvious in the description.

NioCorp is proud to be working with Lockheed Martin and Skunk Works® to harness the power of #Scandium in a new Pentagon-funded defense technology program developing aluminum-scandium alloy components for next-generation fighter aircraft. More → niocorp.com/pentagon-funds… $NB

Lockheed Martin Corporation secures up to 25% of Syerston scandium production over first five years: api.investi.com.au/api/announceme…

Exactly…with Brazil $BRE + Carestar + JOGMEC/Iwatani

China imported 54.2 million tonnes of bauxite in Q3, +29% yoy, Norsk Hydro says. Imports from Guinea were +38%, imports from Australia were -2% yoy; those countries accounted for 92% of total Q3 imports. The average Q3 Chinese bauxite import price was $72/tonne CIF, vs $66 yoy