koolgal
02-27 09:13
๐ŸŒŸ๐ŸŒŸ๐ŸŒŸLithium is no longer just a cyclical commodity.  It is the "Silicon Oxygen" of the new energy infrastructure.  With lithium prices up 129% year on year, it is time to add Lithium companies like $Albemarle(ALB)$ and $Sociedad Quimica Y Minera De Chile SA(SQM)$ to the portfolio.

I like Albemarle as it is a Dividend King with a strong buy rating.  I also like SQM as it is expanding its Atacama operations to reach 240,000 metric tons by late 2026, perfectly timed for the shortage in lithium production.

With data centre demand for Lithium storage up 80% this year, Lithium is the "White Gold", the secret engine of the AI rally.

@Tiger_comments @TigerStars @TigerClub @Tiger_SG @CaptainTiger

Nvidia Plunges 5%! Market Worries, When to Buy the Dip?
Nvidia shares fell more than 5%, wiping out roughly $270 billion in market value overnight. The stockโ€™s recent underperformance has been linked to the late rollout of the Blackwell architecture, concerns over the sustainability of overall AI spending, and worries about potential market share erosion from customized AI solutions. Despite the decline, several Wall Street firms maintained a positive long-term view after reviewing earnings. Is the pullback creating room for upside? Have the key risks been sufficiently addressed?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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