Provenance
This standalone page was migrated from the February 2026 compendium corpus.
These claims could not be independently verified or refuted with available research. They should be treated as channel assertions requiring further investigation.
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Nitto Denko claimed to hold approximately 90% share in specific semiconductor materials
- Source: Video 6EnHyDKOm-k (late-period process monopoly discussion)
- Assessment: Nitto Denko does hold dominant positions in specific optical films and semiconductor tapes, but the exact 90% figure for a specific material has not been independently verified in available research. Nitto’s market share varies by product line.
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“4-7 companies” consortium model for Intel specifically discussed with named participants
- Source: Multiple Intel videos
- Assessment: The channel references a consortium model with 4-7 companies, but specific participant names and commitment levels have not been independently verified beyond the government equity stake.
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Spain requires 24 million workers by 2053 [VERIFIED] — demographic projection with wide uncertainty bands
- Source: Referenced in demographic discussions
- Assessment: Confirmed as a Bank of Spain model output (Research 04). The 28-year timeframe entails enormous uncertainty; the figure is valid as a directional projection of demographic pressure, not a precise forecast.
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“Project Vault” fully funded and operational at $10 billion
- Source: Referenced in hemisphere/resource discussions
- Assessment: Confirmed as announced (February 2026), but funding deployment and actual stockpile accumulation remain to be verified. Distinguish between announced and deployed.
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COMEX “registered inventory” silver at 103 million oz with March open interest at 429 million oz
- Source: Video QZ1lUyRaFuQ
- Assessment: These are plausible figures consistent with known COMEX dynamics, but exact point-in-time inventory figures fluctuate daily and have not been independently verified against the specific dates referenced in the transcript.
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Specific percentages of GPIF alternative allocation shifts
- Source: Videos on pension capital (M8o5xUJxP7M, f8t04CuUBxw)
- Assessment: GPIF’s 5% cap and 1.6% current allocation are verified. Specific claims about the pace and destination of allocation changes are channel speculation about future policy.
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“Chinese companies produce 90%+ of permanent magnets used in F-35 supply chain”
- Source: Referenced in REMM discussions
- Assessment: Directionally consistent with the 92-94% global magnet manufacturing share, but the specific F-35 supply chain claim has not been independently verified with program-level data.
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Fed “Reserve Management Purchases” at $40 billion/month in T-bill buying
- Source: Video zdT2Z95lDJY
- Assessment: The Fed’s balance sheet operations are public, but the specific characterization of this program as “non-QE QE” and the exact monthly figure require verification against specific Fed releases.