Bowen Fu
45 posts











More Tesla Megapacks installed at Giga Texas for the 500MW Cortex 2 GPU cluster building that will train Optimus. Roughly 150 Megapacks now at the site. The facility will come online I n mid-2026.







🚀🔋 LITHIUM GOES PARABOLIC – PRICE ACTION SPEAKS LOUDER THAN RUMOURS 🔋🚀 📊 Hard data > noise 🔥 Battery-grade Lithium Carbonate (Spot – SMM) • USD ~15,928/mt • +6.7% in ONE session • Strongest daily move in months • Physical market tightening fast ⚡ GFEX Lithium Futures (LC2605) • ¥128,560/mt (USD 18,200 plus) • +6.49% on the day • Huge volume & turnover → REAL money flowing in • Futures leading spot = bullish signal ❌ CATL restart rumours? IRRELEVANT If supply was coming back meaningfully: ➡️ Spot wouldn’t surge ➡️ GFEX wouldn’t rip ➡️ Volume wouldn’t explode 📈 This is price discovery, not speculation 📉 Inventories tightening 🚗 EV demand accelerating 🔋 Grid & AI energy storage exploding ⛏️ Supply still constrained 💥 Market verdict: lithium bottom is IN 💥 Momentum building into year-end 💥 2026 deficit narrative getting priced NOW 🇦🇺 ASX lithium stocks on watch 📅 Monday next week could be VERY interesting Shorts + disbelief + rising prices = ⚠️ squeeze risk 🔋 This move doesn’t stop because of rumours 🔥 It stops when supply actually shows up and it hasn’t #Lithium #GFEX #BatteryMetals #EV #EnergyStorage #ASXLithium $LKE $LLKKF #PLS #ELV #A11 #ALB #Commodities #BullMarket #CriticalMinerals #GreenEnergy #ShortSqueeze 🚀📈🔋













