Who mentions $MP most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $MP most — 36 mentions in the past 12 months.

When was $MP first mentioned on Surfaced?

The earliest tracked mention of $MP in the Surfaced archive was on Sep 23, 2025.

How many voices track $MP?

23 FinTwit voices have mentioned $MP 200 times in the past 12 months.

What kind of voices mention $MP most?

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

$MP — FinTwit mentions on Surfaced

Recent calls

26 calls

@midascabalJul 7, 2026 · 7:12 PM

$MP is the only scaled rare earth mining and processing facility in America. Defense Department stake. Strategic asset. Not just a mining stock. The 2028 magnet ramp is still coming. That's the real catalyst.

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@jasonl_capitalJun 24, 2026 · 1:27 PM

8. $MP - MP Materials Produced the first commercial rare earth magnets at its Independence facility. Full-year 2025 NdPr oxide production hit a record 2,599 metric tons (+101% YoY). The only scaled mine-to-magnet rare earth supply chain in the US. Critical for EVs, defense, and anything with a motor.

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@yasutaketinJun 22, 2026 · 5:53 AM

レアアース輸出規制きたー！ $MP https://t.co/ycHbVcrY0D

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@jasonl_capitalJun 3, 2026 · 1:21 PM

8. $MP - MP Materials The only rare earth mine in the US and the only Western company with a complete mine-to-magnet supply chain. Revenue up 49% YoY. Produced first commercial magnets. Cut off all sales to China. $32M pre-payment from Apple. $2B+ in federal backing. Critical infrastructure for EVs and defense.

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@jasonl_capitalMay 20, 2026 · 12:53 PM

7. $MP - MP Materials Q1 revenue $90.6M, up 49% YoY. Record NdPr production of 917 metric tons. Nearly 13,000 metric tons of rare earth oxide produced - highest Q1 output in company history. Magnet production revenue expected in H2 2026. Apple prepayment of $72M received. The only scaled rare earth mine and processing facility in the Western Hemisphere.

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@jasonl_capitalMay 15, 2026 · 12:06 PM

The robotics supply chain is bigger than just Tesla. Here are 10 stocks building the components that go inside every humanoid robot: 1. $MP - MP Materials Every robot motor needs rare earth magnets. China controls over 90% of the global supply. MP is building the American alternative. Q1 revenue $90.6M, up 49%. Record NdPr oxide production of 917 metric tons, up 63%. The Fort Worth facility has been producing finished NdFeB magnets since December 2025. Just broke ground on the 10X magnetics campus. No magnets, no motors. No motors, no robots.

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@aleabitoredditMay 13, 2026 · 10:56 PM

@beroccan I wrote on article on why the US needs to scale more domestic rare earths projects rather than focusing on a few like $MP. But yes they’re critical to bring costs down https://t.co/fLN7SdBegt

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@jasonl_capitalMay 13, 2026 · 11:57 AM

8. $MP - MP Materials Q1 revenue $90.6M, up 49%. Record NdPr oxide production of 917 metric tons, up 63%. Record NdPr sales of 1,006 metric tons, up 117%. The Fort Worth magnetics facility has been producing finished NdFeB magnets since December 2025. Just broke ground on the 10X magnetics campus. Every EV motor, wind turbine, and robot on the planet needs rare earth magnets. China controls over 90% of the supply. MP is building the American alternative.

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@yasutaketinMay 11, 2026 · 11:27 PM

$MP MPマテリアルズ　週足これも動きは粗いが、ステージ2継続、再加速候補ネオジム磁石はEVだけでなくヒューマノイドロボット向けとしても注目されるかと。米政府の国策銘柄でもある。 https://t.co/khggQhCSty

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@jasonl_capitalMay 4, 2026 · 12:54 PM

Every humanoid robot needs up to 40 motors, and nearly all of them run on rare earth permanent magnets. No magnets, no motors. No motors, no robots. Here are the top 5 stocks you need to know about that address this bottleneck: 1. $MP - MP Materials The only fully integrated rare earth mine-to-magnet operation in the US. Mountain Pass mine in California produces roughly 15% of global rare earth concentrate. Their Fort Worth Independence facility is already producing up to 1,000 metric tons of NdFeB magnets per year, with a $1.25B expansion campus (10X) in Northlake, Texas targeting 10,000 MT total capacity by 2028. GM is a confirmed customer.

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@mrmikeinvestingMay 2, 2026 · 3:31 PM

Rare earth stocks are about to go vertical next week… US government bought names like $MP & $USAR are setup to squeeze 30/40% higher. The last time we seen an entire sector setup like this was with Quantum stocks last year. Even Nancy Pelosi is buying into rare earths… https://t.co/e9rROvaY9s

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@alfchartsMay 1, 2026 · 12:46 PM

Love the setup in MP Materials. 18% short interest. Textbook VWAP pinch. This looks coiled. I’m betting on a big move here 👇 https://t.co/GixNN1brza $MP https://t.co/MPicqGBv1D

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@jasonl_capitalApr 29, 2026 · 12:27 PM

China controls 99% of heavy rare earth refining. The White House just launched a national security investigation to fix it. These 10 companies are building the domestic supply chain from scratch 1. $MP - MP Materials Operates Mountain Pass in California - one of only two large-scale rare earth mines outside China. The Pentagon made a $400M preferred equity investment, making the DOD their largest shareholder. Building a $1.25B magnet manufacturing campus in Texas called 10X that will produce 7,000 metric tons of rare earth magnets annually. All output committed to the Pentagon for 10 years with a guaranteed price floor of $110/kg.

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@yasutaketinApr 24, 2026 · 6:26 PM

ルビオ米国務長官がEUと「クリティカルミネラルに関する覚書（MOU）」を正式発表。・中国依存脱却に向けた実務的な協力強化を強調。・これは $MP （MPマテリアルズ）にとって明確にポジティブな材料。・米国唯一の本格的な希土類企業として、政府の後押しがさらに強まる可能性大。・NdPr（ネオジム・プラセオジム、ネオジム磁石の原料）生産の重要性が高まり、株価・事業環境ともに追い風。・トランプ政権の重要鉱物戦略が本格始動した形。

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@yasutaketinApr 22, 2026 · 3:54 PM

$MP MPマテリアルが最近強いのは、ヒューマノイドロボットやロボタクシーでネオジム磁石使うからかもね。ただし $TSLA は将来的に脱レアアースの方針を示してる。 -- ・ OptimusはNdFeB磁石を使用：Muskが2025年Q1決算コール（2025年4月）で中国のレアアース磁石輸出規制によってOptimus生産が影響を受けていることを明言。各関節のサーボモーターに小型・高トルク・高効率のNdFeB永久磁石が必要。・消費量：1台あたり推定3.5〜4kg、サーボモーター40個超、各モーターあたり50〜100gのNdFeBを使用（Adamas Intelligence、Securities Times等の推計）。

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@jasonl_capitalApr 21, 2026 · 11:35 PM

5. $MP - MP Materials The Pentagon invested $400M and signed a 10-year off-take agreement. The DoD is now MP's largest shareholder. Only vertically integrated rare earth mine-to-magnet supply chain in the U.S. Building a $1.25B+ manufacturing campus in Texas with 10,000 metric tons of capacity by 2028. The U.S. can't build missiles, jets, or guided weapons without rare earth magnets. MP is the domestic answer to China's supply chain.

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@investmentguru_Apr 19, 2026 · 8:42 PM

$MP — MP Materials The rare earth chokehold. You can’t build a million robots without the magnetic materials that make their motors spin — and the supply chain for rare earths is severely constrained. MP Materials is the premier Western play; if the Pentagon wants U.S.-made robots, they need MP’s California mine.

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@yasutaketinApr 11, 2026 · 9:20 AM

$MP MPマテリアルズ週足米国産ネオジム磁石鉱山。EV駆動モーター、産業用ロボット（ヒューマノイド含む）、風力発電、省エネ家電、通信・精密機器の順に多く消費される。そろそろかな？と打診買い。 https://t.co/6UbHfzuyY8

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@aleabitoredditMar 31, 2026 · 3:17 AM

Can we please… just secure our rare earths supply chains first before we do this? How are we able to spend billions on glass towers in Miami? But not subsidize all our most important AI, Robotics, and Space rare earth upstream supply chains… That are entirely dependent on China/Russia? We literally have no domestic processing at scale for some of the most vital chokepoints from Humanoids bodies to indium/germanium/gallium for AI applications. Picking a few like $MP to $USAR and saying “we did something” is not enough. The Rare Earths chokepoint is a ticking time bomb that China set over the US. America has its prioritizes completely wrong

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@aleabitoredditMar 30, 2026 · 9:57 AM

This is the most egregious headline I’ve read from FT. “US BETS BILLIONS OF DOLLARS ON UNPROVEN GROUPS IN RARE EARTHS DEALS” No sht. Maybe they’re “unproven” since we have nothing?? $USAR to $MP are incredibly important. Since US rare earths supply is the #1 national security priority right now. The United States owns almost none of the upstream capacity/refineries for AI, Robotics, to Space, as we rely on other countries from Canada to China. This is probably the best domestic policy move from the Trump administration to fund these unprofitable efforts. In order to secure US supply chain sovereignty instead of relying on Russia and China? It’s almost like FT is trying to make the US public mad… At genuinely great efforts to secure American’s independence by how they word these articles.

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@acinvestorblogFeb 2, 2026 · 12:31 PM

This is very bullish for non-Chinese producers and miners (e.g., U.S./allied projects in rare earths, lithium, copper, antimony). Critical minerals are non-fuel minerals essential to the U.S. economy, national security, and emerging technologies like EVs, renewables, defense systems, semiconductors, and AI hardware. 2026 gonna be a BIG YEAR for júnior non Chinese Miners and produçers. BELIEVE IT OR NOT !! $LITM $USAR $MP

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@dustinhuntwnJan 29, 2026 · 2:54 AM

$MP Looks like Reuters pushed a fake story claiming the government is pulling back its investment in MP. Total BS. Expect major dip-buying tomorrow. I love how MP was quick to respond and call out the fake news. 😎 💪 Like if you agree. https://t.co/xqjxOSoiXw

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@investmentguru_Jan 29, 2026 · 1:31 AM

$MP

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@yasutaketinJan 28, 2026 · 11:56 PM

"トランプ政権は、議会の資金不足や市場価格設定の困難さを理由に、米国の重要鉱物プロジェクトに対する最低価格保証から手を引き始めている。当局者は採掘業者に対し、価格下限を期待しないよう伝えており、以前に合意された $MP マテリアルズの価格下限も現在、上院の審査対象となっている。" $MP アフターマーケットで -12%

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@leveraged_catOct 13, 2025 · 5:51 PM

It's tempting to take profits $ABAT It was also tempting to take profits, which I did, after riding $MP from $11 to $24 (huge mistake in hindsight) Just saying

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@leveraged_catSep 23, 2025 · 10:39 PM

$LAC $MP Trump Kingmaker trades: Calls: 2/2 🎯 Execution: 0/2 😭 Onto the next one I’ve got some ideas, but nothing yet as clear as these last 2 were to me…

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