Flowvium

Company Comparator

Side-by-side analysis of supply chain position, institutional signals, and news gap scores.

VS

Market Cap Tier

MidvsTitan

Chain Role

suppliervsleader

Gap Score

N/Avs5

IB Activity

N/Avs95

Revenue Mix Comparison

MP
NVDA
MP

MP Materials Corp.

MP · materials

supplierMid ($1B+)
Full profile

About

MP Materials operates the Mountain Pass rare earth mine in California, the only active rare earth mine in the Western Hemisphere. It is vertically integrating from mining through magnet manufacturing to supply US EV makers and defense contractors with domestically sourced rare earth materials.

Founded

2017

Employees

700+

Headquarters

Las Vegas, Nevada, USA

Revenue

$0.26B

Materials Segment72%
Magnetics Segment28%

News Gap Signal

No news gap data tracked for this ticker.

Institutional Signals

No 13F signals on record for this ticker.

Key Relationships

GM· General Motors
customer
ALB· Albemarle Corporation
partner
RTX· RTX Corporation (Raytheon)
customer
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Full profile

About

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Founded

1993

Employees

32,000+

Headquarters

Santa Clara, California, USA

Revenue

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

News Gap Signal

Gap Score (silence = signal)5
IB Activity Score95
Media Coverage Score98

IB Activity: HIGH

Institutional Signals

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Key Relationships

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer