Log inSign up
Log inSign up
Millionaur
eToro Builders
11.7K posts
Millionaur profile banner
@millionaur

Millionaur

eToro Builders
@millionaur
eToro Popular Investor 🤖AI ⛏️metals ♻️energy 💊biotech 🧬 Bitcoin, Ethereum since 2017 🏂 riding technology & debt cycles
millionaur.com
Joined May 2021
2,789 Following
1,353 Followers
1 Subscription
RepliesRepliesRepostsRepostsMediaMedia

Log in or sign up for X

See what’s happening and join the conversation

Continue with phone
or
Log in with username or email
Terms·Privacy·Cookies·Accessibility·Ads Info·© 2026 X Corp.
  • @millionaur
    Millionaur
    eToro Builders
    @millionaur
    Oct 9
    - Battery-chain exposure is the clearest theme: the list includes seven lithium, 12 nickel, 10 cobalt, five manganese and four graphite projects. Named examples include Zinnwald Lithium (Germany, extraction/processing in the Ore Mountains) and Lithium de France. Public vehicles
    @EU_Commission
    European Commission
    @EU_Commission
    Oct 9
    Results of our second call on critical raw materials are in. Smartphones and medical devices depend on them, and supply is hard to secure. 46 new Strategic Projects have been selected to help secure Europe's raw materials, from extraction to recycling ↓
    Periodic table tile for Gallium (Ga, 31) overlaid on a solar panel array.
    Periodic table tile for Lithium (Li, 3) overlaid on household batteries.
    Periodic table tile for Titanium (Ti, 22) overlaid on a rocket launch.
    Periodic table tile for Tungsten (W, 74) overlaid on a military helicopter in flight.
  • @millionaur
    Millionaur
    eToro Builders
    @millionaur
    Oct 9
    OpenAI's annualised revenue is about 50B dollars, not the 70B the market was using, per the FT. $NVDA -2.9%, $SMH -2.8%, Nasdaq -1.25%. Twelve hours later Lumentum's CEO said its AI optical parts are "completely sold out" into early 2029. Both are true. Here is how.
    Image
    Made with AI
    1
  • @millionaur
    Millionaur
    eToro Builders
    @millionaur
    Oct 8
    Samsung just reported the largest quarterly operating profit in tech history: 107.4tn won, about 80B dollars. +783% y/y, ~55% margin, above consensus. The stock fell 2.4%. KOSPI -2.6%. Same day $TSM beat its own Q3 revenue guidance (+51% y/y) and fell 3%.
    Image
    Made with AI
    1
  • @millionaur
    Millionaur
    eToro Builders
    @millionaur
    Oct 7
    AI electricity got priced for 20 years in one day. Google signed 890 MW of nuclear from $CEG for 20 years (~4.3B). DOE gave $VST a conditional 4.2B loan to add 433 MW at 3 plants. $CEG +12%. $VST +11%. Utilities rose with the 10-year at 5.28%.
    Image
    Made with AI
    1
  • @millionaur
    Millionaur
    eToro Builders
    @millionaur
    Oct 6
    Three AI-bottleneck stocks sold off Monday. Not on demand. On share supply. $AAOI finished a 600M ATM at an avg of 105.36 (its 3rd this year). $GLW opened a 2B ATM, -4%. $NBIS -5% after insiders sold at 234. The shortage is real. So is the issuance.
    Image
    Made with AI
    2
Advertisement
Advertisement