Editor’s note:
The AI power crisis isn’t coming—it’s here. The grid can’t keep up with rising power demand… And the shortage will create a fortune for smart investors.
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President Trump’s latest round of tariffs just created a new wave of winners—and one U.S. company is perfectly positioned to cash in.
Its business sits at the heart of America’s manufacturing revival… supplying the critical material needed for everything from airplanes and autos to smartphones and defense systems.
And thanks to a likely shift in trade policy, it could soon see a huge boost to profits—just as management is cleaning up its balance sheet and preparing to reward shareholders.
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