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'Most Asymmetric'—Ex-Goldman Suddenly Warns As Lithium King Bets $400M

By Boaz Sobrado, Contributor | 2026-05-18 23:12:20 | 4 months ago

EnergyX and Compass Minerals are staking $400M on a Utah lithium plant as ex-Goldman Currie calls AI's physical-asset gap the most asymmetric trade in modern history.

Source : https://www.forbes.com/sites/boazsobrado/2026/05/18/most-asymmetric-ex-goldman-suddenly-warns-as-lithium-king-bets-400m/

keywords : Forbes Digital Assets|/digital-assets|Forbes Digital Assets|/digital-assets|standard

sentiment : NEUTRAL

category data : OTHER

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'Most Asymmetric'—Ex-Goldman Suddenly Warns As Lithium King Bets $400M