TL;DR: Only US vertically-integrated tungsten + moly producer. China hoards 80% of supply. Customers = literally the entire DoD, NASA Artemis, Lockheed, Raytheon, Los Alamos, Yo Mama. The metal that missiles and hypersonics are made of. Boom is bullish.
IPO'd April at $14, \~$202M run-rate revenue. A defense monopoly that was trading \~2x sales while you pay 30x for NVDA. Make it make sense. StockAnalysis
Degenerates are SHORT the one company the military physically cannot run without. \~10.5% of float short, \~1.24M shares, \~3 days to cover. And it's already lit - stock's \~$22, ripping to ATH in AH \~16% today 4 days after Q1 earnings. Shorts currently generating premium loss porn. 🍿 Benzinga + 2
https://preview.redd.it/x58kvcbb4y4h1.png?width=856&format=png&auto=webp&s=d2433073cf2cb1cf0960934571b71960245f8691
Position: 200 shares (20% of holdings - because I'm poor)