I can see how the article can be convincing. But it is worth it to keep in mind that Hunterbrook is also a hedge fund that trades on their own news—an obvious case of potential alignment failure if there ever was one. Though I am not sure if they are shorting this one.
Perhaps more damningly:
Jiangsu Pacific Quartz Co., Ltd. (SHA: 603688) produces HPQ in China. Earlier this year, state legislators evaluated North Carolina House Bill 385, which could ban ownership of local quartz mines by foreign entities from countries designated as adversarial to the U.S., such as China.
Per the Hunterbrook article.
PS: It is likely critical, but I am more uncertain about it being a single point. Unless we are limiting ourselves to the allegorical West.
Hunterbrook just came out with a piece alleging the damage at Spruce Pine is catastrophic:
https://hntrbrk.com/essential-node-in-global-semiconductor-supply-chain-hit-by-hurricane-helene-video-reveals-entrance-to-mine-has-flooded/
I can see how the article can be convincing. But it is worth it to keep in mind that Hunterbrook is also a hedge fund that trades on their own news—an obvious case of potential alignment failure if there ever was one. Though I am not sure if they are shorting this one.
Perhaps more damningly:
Per the Hunterbrook article.
PS: It is likely critical, but I am more uncertain about it being a single point. Unless we are limiting ourselves to the allegorical West.