🟢 [E1910] Citrini article covers specialist commodities: uranium conversion, beryllium, titanium, specialty aerospace aluminum, high-purity aluminum, tungsten, superalloys, carbon fiber, electrical steel, AI materials. All impacted by concentrated supply, multi-year qualification cycles, zero substitution paths.

🟢 [E1906] New Citrini article on specialist commodities and bottlenecks. There should be a premium ascribed to things you cannot prompt your way out of — concentrated supply, multi-year qualification cycles, zero substitution paths. The re-rating of Atoms vs Bits has begun and won't be gentle.