While all are hyped about $SpaceX IPO, I am looking with the greatest curiosity at $FLTCF. SpaceX currently holds around 15% of Filtronic’s capital and has signed a record contract worth $62.5 million
$EMN long. Reasons: the cascade from naphtha disruption → propylene oxide shortage → PGMEA/PGME solvent crunch → Japanese photoresist supply constraints is verified by multiple industry sources and company announcements. PGMEA prices 40% ⬆️
#Neocluds: #Nebius, #Coreweave, #Lambda, etc.They are based on a very, very, very different idea, compared with #AWS, #Azure and #GCP.
They sell a proof that #ai model training on #GPU is completed successfully. Just a runaway to deliver you.