CE
1 tracked call · 1 long · 0 short
first called by Jordi Visser 5mo ago
LONG5mo ago
“The Corning and Meta deal is what triggered the research... how the Metting-Corning deal signals the beginning of a multi-decade broadening cycle in AI…”Jordi Visser
Boring chemicals are the next leg of the AI infrastructure materials cycle, Celanese raising prices
CELONG@ $57.96
$45.17-22.08%
since call Feb 15