Bomber78

❓ Darcy Parish ❓ Peter Wright ❓ Archie Perkins ❓ Ben McKay ❓ Brayden Fiorini Does Brad Scott make a statement at the selection table this week?

In its essence, The Peasant Way seeks to identify specs which cross the chasm from idea, to first revenues, to substantial cashflow with the highest net margins in the shortest timeframe. We assess moat, management competency, TAM for this purpose, with the goal of identifying mis pricing in the valuation. $AYA is an example of success. We want more of our picks to be like AYA. We also just want more $AYA..

BREAKING: Reuters reports that rare earth shortages are worsening for US aerospace and semiconductor firms, namely 'rare earths such as yttrium and scandium' which are 'almost entirely produced in China'.

RARE EARTH RATIONING HITS AEROSPACE & CHIPS—CHINA HOLDS THE CARDS Yttrium getting rationed hard for aerospace coatings, scandium drying up for 5G semis—because nothing says "supply chain security" like 99% reliance on Beijing's goodwill. $GE $HON $REMX $TRX 🔹 Two aero suppliers straight-up pausing production and turning clients away—happy Friday, huh? 🔹 Yttrium critical for coatings; scandium for high-perf chips—shortages biting weeks before Trump jets to Beijing 🔹 China owns the rare earth game—17 elements, tiny amounts, massive leverage in defense/tech 🔹 Trump-Xi summit in March: expect the usual "tough talk" theater while factories idle

BREAKING: Reuters reports that rare earth shortages are worsening for US aerospace and semiconductor firms, namely 'rare earths such as yttrium and scandium' which are 'almost entirely produced in China'.

BREAKING: Reuters reports that rare earth shortages are worsening for US aerospace and semiconductor firms, namely 'rare earths such as yttrium and scandium' which are 'almost entirely produced in China'.

$BE's backlog just hit $20 billion. It grew $6 billion in a single quarter. That's not momentum. That's a queue of the world's biggest companies waiting to solve their power problem with Bloom fuel cells. Oracle. Brookfield. AEP. All locked in. The grid can't keep up with AI and everyone knows it. Bloom deploys in months when utilities are quoting 4 years and engine/turbine companies are quoting 2-3. A 2026 tax credit for fuel cells will see the backlog explode even more. $2B in revenue in 2025. Guiding $3.1-3.3B in 2026. The backlog tells you where this is going before the revenue does. 2026 is the year when Bloom goes from unprofitable clean energy wannabe to critical infrastructure.