No clear trade idea was identified in this comment.
Discussion: The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT.
Score32
▶ Full Post Text
\+1 to Joseph's comment. They can't be acquired since all their supply chains (mines, refineries) are in China. It's basically the center of national security (but valued at $700m lol)