Would love to know how you guys can be successful when many set ups get invalidated constantly due to thousand news
„As the industry races to produce more advanced semiconductors, demand isn’t just rising for GPUs and wafer fab equipment, it’s rising for the critical materials that make modern chips possible.
Tungsten is a great example.
It is one of the most critical materials in semiconductor fabrication, prized for its high-temperature stability and resistance to electrical wear. Fabs rely on CVD to fill the deep, high-aspect-ratio vertical vias that link multi-layered chip architectures, while utilizing PVD to deposit the ultra-thin structural barrier layers surrounding them. Because it spans both core deposition categories, tungsten is completely non-negotiable for advanced chip production.
What’s interesting is that supply appears increasingly constrained. High-purity tungsten metal powder is the primary raw material used to manufacture WF₆ (tungsten hexafluoride, the gas used in CVD). The raw supply chain is overwhelmingly dominated by China, which controls roughly 80% of global tungsten mining, refining, and powder processing capacity.
China exports YTD are down ~50% YoY, and the data demonstrates the pricing pressure global customers are facing on this critical component.
In particular, Japan - which hosts key WF₆ suppliers SK Materials, Shin-Etsu Chemical and others – is seeing skyrocketing pricing and meaningful decreases in Tungsten raw material imports, making it all but impossible for them to continue manufacturing the critical WF₆ material.
The elevated pricing is also showing up in the pricing of WF₆ Korean Imports which is up +151% YTD
The broader takeaway: as semiconductor complexity and AI demand increase, the bottlenecks may not just be found in chips or equipment, but in the critical materials that sit at the foundation of the entire supply chain.“
wpx.app / GoDaddy Bug Explanation
I just wanted to take a second and explain what was up with the "GoDaddy" issue and how it was a very unfortunate turn of events.
It's fixed now, if you do not have the update yet, try turning off Wallpaper Engine completely and restart it via Steam, this will force install the latest version update.
So first, why did this happen, did we forget to pay a bill or did we get hacked? No, we did not.
The issue actually came from the fact that YouTube started blocking requests from apps that do not tell them what website the request is coming from. Basically, all YouTube wallpapers and YouTube previews in the app were suddenly broken, so we had to fix this by telling YouTube what website Wallpaper Engine is. However, Wallpaper Engine is not a website, so what we did was to just send a fake domain, the now well-known "wpx.app", along with all web requests. In retrospect, this was stupid since we do not own this domain which was a large oversight. This is why we changed this to a much better solution on the beta version.
What actually happened a few hours ago was that a single background request for the Discover tab in the app got redirected from HTTP to HTTPS, which due to an unfortunate turn of events accidentally pointed the entire request to the now infamous GoDaddy purchase page of the fake wpx.app domain instead. Fortunately, the beta version completely solves the underlying problem anyway.
So if we had the fix ready this whole time, why did it take so long to push the beta version live with the solution? Here is where the turn of events gets very unfortunate. We did not publish the beta before because we did not see a real immediate risk in the current live release but rather saw an abstract risk of some bugs in the beta. And since I had a long-planned vacation coming up, we decided to postpone the release until after my vacation. When the problem started, I was sitting abroad and could not receive the text message from Steam to change the beta version to the main release of the app. The other guy working on the app, Kris, is of course available but of all the days this issue had to appear, it was the day that his dog was getting surgery. Since he was super stressed about that, he turned his phone off completely for the night and went to bed to get some sleep for the stressful day ahead. I basically had no way to reach him from abroad until he woke up (which he luckily did at super early 5:30 am German time) - this was really the worst possible timing in the history of the app, any other day we would have fixed this issue within minutes instead of hours.
I also asked the Steam team to set the beta version live earlier but they refused to do so, presumably for security reasons. You need the text message from the developer phone to do so, no exceptions. I don't want to blame them on this, it is usually a very sensible approach but looking at this whole issue go down without anything I could do was torture.
It's a super embarrassing situation and it should not have happened. I'm really sorry for any confusion this may have caused. I just want to emphasize that the underlying bad code that caused this is completely gone now and the risk before this issue appeared was really minimal because the domain was mainly used to send a fake domain name to YouTube and our own internal servers for the Discover tab.
Again, if you still see the GoDaddy page now simply restart Wallpaper Engine via Steam instead of opening it from the tray menu to install the update that fixes all of this.
Technically, tungf is almost oversold on 1D, last time tungf was close to being oversold on 1D was end of Nov 2025 where it reached $0.8, it then went on a run to reach $2 in January
prior to that the last time it reached oversold was end of June where it reached $0.34, next 2 months it tripled to around $1 before we got the critical minerals rally in October where it went to ~$3.5
So hopefully the pain and suffering is almost over :)
Fundamentally, tungf biggest catalysts are just around the corner, resource update should happen next month, taking longer than expected which could be a great sign signaling more resource than expected being there.
I think re-rating will only happen when we get resource update, the next re-rating will then happen after PEA, that is also when lot of big money will flow in.
What do you guys think? Still bullish? Or skeptical?