Who mentions $ARE most on Surfaced?

@ragingventures (Raging Capital Ventures) mentions $ARE most — 5 mentions in the past 12 months.

When was $ARE first mentioned on Surfaced?

The earliest tracked mention of $ARE in the Surfaced archive was on Oct 22, 2025.

How many voices track $ARE?

2 FinTwit voices have mentioned $ARE 6 times in the past 12 months.

What kind of voices mention $ARE most?

$ARE is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$ARE

Alexandria Real Estate Equities Inc

$ARE

Alexandria Real Estate Equities Inc

Past 12mo:6mentions2voices

All voices6 mentions past 12mocalls only

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About this stock

$ARE received 6 mentions over a 12-month period from January 2025 through January 2026, discussed by 2 distinct FinTwit voices. @ragingventures (Raging Capital Ventures) led engagement with 5 mentions, while @investmentguru_ (InvestmentGuru) contributed 1 mention. The first mention appeared on 2025-10-22, with the most recent discussion on 2026-01-19. Discussion centered on long research categorization, with @ragingventures drawing historical comparisons to validate the company's fundamentals and portfolio strategy.

AI-generated from tracked posts · updated Sep 5, 2026

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Recent mentions

6 mentions

@investmentguru_Jan 19, 2026 · 11:53 AM

Critical minerals- stocks $MP – The only major rare earth mining operation in the U.S., supplying critical materials for EV motors, wind turbines, and defense systems. $UUUU – A uranium producer expanding into rare earth processing, offering exposure to nuclear energy and strategic minerals. $LAC – Developing Thacker Pass in Nevada, one of the largest lithium projects in North America for EV battery supply. $SLI – Focused on direct lithium extraction projects in the U.S. to strengthen domestic battery-grade lithium production. $TMQ – Developing large copper, cobalt, zinc, and lead assets in Alaska, all classified as critical minerals by the U.S. government. $NAK – Owner of the Pebble Project in Alaska, one of the world’s largest undeveloped copper and gold resources critical for electrification. $UURAF / $UCU – A rare earth developer advancing separation and processing technology to build a North American supply chain. $NB – Developing the Elk Creek project in Nebraska, targeting niobium, scandium, and rare earth oxides for advanced industrial and defense uses. $ARE / $ARA – A rare earth elements developer focused on sustainable extraction to support permanent magnet and clean-energy demand. $CLM – A Canadian lithium explorer building early-stage exposure to Québec’s growing critical minerals ecosystem. $CRML – A critical minerals developer with rare earth and lithium projects in strategic jurisdictions, targeting Western supply-chain independence. $TMC – A deep-sea critical minerals company targeting polymetallic nodules rich in nickel, cobalt, copper, and manganese for battery supply chains. $UAMY – A U.S.-based antimony and specialty metals producer supplying critical materials used in defense, batteries, and flame-retardant applications. $IDR – An Idaho-based mining company with rare earth, antimony, and precious metals exposure supporting U.S. critical mineral security. $USAR – A U.S.-listed rare earth developer advancing the Round Top project in Texas, one of the largest heavy rare earth resources in North America. $LAR – A lithium-focused mining company developing hard-rock lithium assets aimed at supplying the North American EV battery market.

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@ragingventuresNov 21, 2025 · 12:12 AM

@Mr_Neutral_Man $ARE reminds me of $SPG circa 2020

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@ragingventuresOct 30, 2025 · 12:24 AM

I think the $SPG during Covid analogy will prove to be the case for $ARE, but we shall see. Like life sciences today, bears made the same kind of arguments about malls and e-commerce and burn rates et al. But I think owning key properties in the Mission and Cambridge etc is like owning Bal Harbour and Short Hills. $ARE should be okay if they high grade their portfolio and take prudent actions to work through this.

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@ragingventuresOct 29, 2025 · 9:47 PM

Bought a bunch of $ARE today sub $60 after downbeat results on Monday. Investors are tentative ahead of possible 2026 div cut at their December Investor Day. Life sciences markets are currently oversupplied but many of $ARE's properties in San Diego, Boston and San Fran are scarce assets. Overall, their portfolio is mostly triple net leases with 3% annual step-ups and 7+ year average duration. $ARE should be able to work through its development pipeline. Like buying $SPG coming out of Covid, $ARE owns high-class assets and the stock should recover in time.

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@ragingventuresOct 28, 2025 · 12:59 AM

$ARE pretty downbeat tonight, sounds like they will cut ‘26 div to help fund remaining capex while writing a bunch of stuff down. Maybe we get a cleanse into their December Investor Day when they will introduce 2026 guidance. The assets still intrigue me long term.

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@ragingventuresOct 22, 2025 · 1:51 AM

Two out-of-favor stocks that currently intrigue me: $FDS and $ARE FactSet is trading at valuation levels it last traded at post-GFC with strong cash flows and balance sheet. Shouldn’t AI be more of a growth opportunity than risk? Alexandria owns scarce pharma/lab space in key SF, Cambridge, and San Diego markets. Market got oversupplied and investors are worried about government cutbacks. But valuation is very undemanding and balance sheet is high quality for a REIT. Feels a bit like $SPG coming out of Covid. Thoughts?

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