🌟🌟🌟Lithium is no longer jus

🌟🌟🌟Lithium 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 Set to Unveil New Chip at GTC: Would You Wait for Lower Entry?

$Nvidia (NVDA.US)$ is set to unveil a new inference chip at next month’s GTC, integrating Groq’s LPU design and potentially based on the next-gen Feynman architecture. With SRAM integration and 3D stacking, the chip aims to tackle latency and bandwidth bottlenecks in large-model inference. $OpenAI has committed to major purchases and investment, while $Meta Platforms has begun large-scale CPU-based inference deployments. As AI shifts from training dominance to inference efficiency, Is GTC the next catalyst — or a sell-the-news moment?

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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