Backup

[Mason @miscomputate]

$CRML JD Vance made an important clarification in a recent @megynkelly interview that hasn’t been fully absorbed by markets yet.

He explicitly stated the U.S. has secured “much more” from Greenland/Denmark than what’s been publicly acknowledged so far, and framed Greenland as critical to U.S. missile defense. His words were unambiguous: if China or Russia controlled Greenland, U.S. missile defense would be compromised. That elevates Greenland from a commercial discussion to a core national security asset.

Vance also acknowledged what many suspected - European partners are cooperative in private while defensively posturing publicly. In his words, the idea that “nothing has changed” is simply not true, and resolution is already underway behind closed doors.

This matters because strategic agreements don’t move on headline timelines. EXIM, State, and DOE don’t ring bells to the public, and reporting outlets like Financial Times and Bloomberg wait until official documents are released from the WH, unless you are @Reuters and want to rely on misleading sources/officials (had to throw shade at Reuters again).

This is why credible financial news outlets wait for credibility first.

So here’s the sequence: Credibility is established first, documents come later, and market pricing follows clarity - not the other way around.

From a positioning standpoint, this is why assets like $CRML remain relevant. Heavy rare earth supply in Greenland sits directly at the intersection of defense, supply chain security, and geopolitical alignment. That’s not a trade that depends on daily headlines, it’s one that benefits from structural policy follow through.

The stuff can stay very noisy. However, the backdrop is quietly firming.

Here’s the interview: fast forward to the Greenland discussion at the 31 min mark:

https://t.co/jH2k3hJAUK

[墓碑科技 @mubeitech]

AI芯片市场，90%被一家公司垄断。

英伟达。
它的市值，超过了600万亿日元。

现在，日本有一家公司，要来挑战这个巨人。
挑战者是谁？
一群老炮儿。
当年开发索尼PS游戏机“心脏”的那些半导体工程师。

他们成立了一家新公司，叫LENZO。
他们的新武器，叫CGLA。
一种全新的AI芯片。

它的杀手锏是什么？
功耗。
比英伟达的芯片，功耗降低90%！

怎么做到的？
我们得先看看英伟达的弱点在哪。
英伟达很强，但它的架构，其实已经用了30多年。
是一种叫“冯·诺依曼”的架构。
你可以把它想象成一个老旧的厨房，厨师（计算单元）和冰箱（存储单元）离得很远。
每次做菜，厨师都得跑大老远去拿食材，来来回回，累不累？
又慢，又费电。
这就是它架构的瓶颈。

那LENZO的新厨房是怎么设计的？
他们换了个思路。
先把所有食材，一次性从外面“咚”地一下全搬到厨师手边。
准备万全，再开火。
数据的移动距离变得极短。
所以，功耗才能降下来。

这群平均年龄超过55岁的前索尼、东芝、富士通工程师，正在台湾的台积电生产他们第一批5毫米见方的芯片。

这不是又一个Rapidus。
Rapidus是负责“制造”的工厂。
而LENZO，是负责“设计”的大脑，他们设计的是计算的规则本身。

面对一个几乎垄断市场的庞然大物，这群日本老将，要用一个全新的架构，撬动未来。

[⚡Sparky⚡ @PierreOwnsJT]

@jczuleta @StandardLithium has greater than 99% recovery rate, and about to hit FID.

[Backup @turnStoneToGold]

@ysyyrps888 就你了

[Backup @turnStoneToGold]

@Mae_yang86 躲在墙边偷窥的

[Backup @turnStoneToGold]

@IQTestBrain c

[Backup @turnStoneToGold]

@ElonMuskNews47 1

[Backup @turnStoneToGold]

@Beno10_MFC Collar

[Backup @turnStoneToGold]

@Matt_Pinner 13

[Backup @turnStoneToGold]

@Rosieartist1 D

[Backup @turnStoneToGold]

@Appraiser008 去过这地方，听当地的华人说，她们只是介绍带路的，费用¥6000，进店后，办事另有人而收费是¥60，000

[Backup @turnStoneToGold]

@alainknokke Chatgpt answered

[Backup @turnStoneToGold]

@alainknokke I Ton ore contain REE US$685.71, Feldspar US$110, Arfvedsonite US$50

[Backup @turnStoneToGold]

@alainknokke Each 1 tonne of ore (ROM) contains recoverable value approximately as follows:
•REE concentrate value: US $ 685.71 / t
•Feldspar by-product: US $ 110 / t
•Arfvedsonite by-product: US $ 50 / t
➡ Total estimated contained value: US $ 845.71 per tonne of ore

[Backup @turnStoneToGold]

@alainknokke I believe feldspar and Arfvedsonite is DSO (direct shopping Ore), is not up for processing.

[TradingSpaces @TradingSpaces01]

$CRML smallest float (with 35% short) of the mineral companies with a MC of over $500M. Only 40m shares in public float and 65% owned by insiders! If ANY news comes from the G7 meeting that just ended back to ATH's.... ⏲️💣

$ABAT and $UAMY (but much larger floats over 100M shares) could also see a nice move up with news.

[TradingSpaces @TradingSpaces01]

This could be very interesting for $CRML. G7 meeting in Canada meeting ends at 3pm today and signing ceremony right after with 20 new investments! Wouldn't be surprised if $CRML (35% short) $UUUU (18% short) $UAMY (14% short) all see a BIG spike into close today. Gap up Monday, bet!

tic tic....

[TradingSpaces @TradingSpaces01]

$CRML nice article from the CEO just posted. BIG future ahead!

[Backup @turnStoneToGold]

@PartisanReview 那有没有问过胡锦铸、江泽民手下的人是怎么想的？

[Backup @turnStoneToGold]

Ta, Nb, Tee, z

[Tony Sage @TonySage7237]

@tpilla Can't. Strictly rules in Greenland. All must be Greenlandic names.
We were lucky as they recognise the periodic table.
Ta nb ree z.
Very clever of Dr Greg Barnes.