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ALM
NASDAQNext earningsNov 9todayAnalystsStrong Buy12+192%Materials · Diversified Metals & Mining
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Structural: China controls ~80% of global tungsten supply and added tungsten to its export-control list (2025); Sangdong restart gives the US/EU/Japan supply chain a non-China anchor for a metal that is on every Western critical-minerals list (DoE, DoD, EU CRMA).
Tungsten demand pull is defense (penetrators, alloys), semis (W interconnects, photomask substrates), and nuclear (control rods, shielding) - all reshoring-tailwind sectors.
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Long-form analysis touching ALM
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No major news in the last 7 days for ALM - only listicles and opinion pieces, which we filter out by default. See everything anyway.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.