X @Ansem
Ansem 🧸💸·2026-05-10 14:26
lithium, copper, & uranium all seem like layup trades tbhlithium == batteries/energycopper == wiring for grids & chipsuranium == fuel for nuclearWill (@WClemente):Lithium quietly broke out last night during Asia session while everyone is focused on memory. National security and energy independence needs converging with tech build out & commodities flows.(disclosure have been long adjacent names since Iran war started) https://t.co/jmcWHpzPw6 ...