MP Materials. Every tracked FinTwit mention of $MP, newest first. 83 mentions since the first on Jul 16, 2025. See the price chart.
June 2026 · 4 mentions
Jun 4
Jason Luongo — These are 10 of my top buys if we get a substantial pullback in the markets:
$HOOD - fintech
$IREN - AI data centers
$TE - solar manufacturing
$MP - rare earth materials
$SMR - sm…↗
Jun 3
Jason Luongo — 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 ma…↗
Jun 1
Kevin Maro — I have initiated a position in $LAC
The Trump administration has a direct equity stake in $LAC.
Let that sink in.
The DOE took a 5% ownership stake in Lithium Americas and a 5%…↗
Jun 1
Jason Luongo — 10 stocks I wish I owned more of:
$TE - solar manufacturing
$ONDS - autonomous defense systems
$NBIS - AI cloud infrastructure
$NOK - telecom and networking
$MP - rare earth mater…↗
May 2026 · 29 mentions
May 31
Mike Investing — President Trump is undefeated in the stock market, & has made many generational callouts such as:
$INTC at $19 & is now up +594%
$DELL at $230 & is now up +96%
$NOW at $81 & is no…↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 30
Jason Luongo — Every correction is a buying opportunity if you have a plan. Here's my watchlist:
$NOK - Nokia
$TSLA - Tesla
$TE - T1 Energy
$AMZN - Amazon
$MP - MP Materials
$NBIS - Nebius Group…↗
Mike Investing — The White House is quite literally telling you to buy rare earth stocks…
Last time this happened was with $INTC in August 25’ which was trading at $18, & is now $95+
US Governmen…↗
Apr 29
Mike Investing — If you’re looking to create generational wealth then these are the stocks to hold:
1. CoreWeave ~ $CRWV
2. AMD ~ $AMD
3. Rocket Lab ~ $RKLB
4. Ondas ~ $ONDS
5. Amazon ~ $AMZN
6. N…↗
Apr 29
Jason Luongo — 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 cha…↗
Jason Luongo — If you're under 35 this correction is a gift.
I'm looking to buy...
$NVDA below $170, AI compute demand sold out through 2027
$AMZN below $200, AWS is the backbone of every AI co…↗
Mar 31
Serenity — 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 impor…↗
Mar 31
Serenity — @RonDeSantis Hi Ron, so there's two different parts to it:
1. Hyperscalers ( $ORCL, $META, $AMZN): They're spending more than they have with profit ( $GOOGL is the rare exception,…↗
Dustin — $UUUU $USAR $MP $UAMY
You cannot have a credible trading bloc without a tariff for non-members of the proposed critical minerals/rare earth bloc of countries. Otherwise, the Chi…↗
Feb 4
Dustin — $TMC $CRML $USAR
!!!! MUST READ !!!! "They think they can turn off the lights on our auto plants and our defence systems whenever they want. Not on my watch. We're going to 'Mine…↗
Feb 3
Dustin — $USAR $CRML $UAMY $MP $TMC
good graphic
Like if you agree! https://t.co/1miBEkRROC↗
Feb 3
Dustin — $CRML $LAC $MP $UAMY $USAR
The United States to Host Critical Minerals Ministerial.
Metal prices are quite critical for our industry. And it was another reason for the last fe…
January 2026 · 4 mentions
Jan 29
Dustin — $USAR $MP $UAMY
Add February 4th,2026 to your calendar!
US to convene 1st critical minerals summit in February 4th
By February 4th, we will see/listen Rare Earths everywhere.…↗
Jan 29
Dustin — $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 res…↗
Jan 26
Leveraged Cat — the last time we had a massive reversal in the rare earth grifts was Oct 14th/15th 2025 $MP $UAMY $AREC $METC $UUUU
definitely one of numerous flashing red lights my brain is pic…↗
The Future Investors — @mvcinvesting We just published the battle between $LYSDY and $MP 🔥👇
https://t.co/s5OECSiNPe↗
Oct 17
The Future Investors — 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗕𝗮𝘁𝘁𝗹𝗲
⚔️ Round 92: $LYSDY vs $MP
Tow leaders in the rare earth race ⛏️
Both are up 𝘁𝗿𝗶𝗽𝗹𝗲 𝗱𝗶𝗴𝗶𝘁𝘀 this year! 🚀
But only one can take the cro…↗
Oct 15
The Future Investors — 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗕𝗮𝘁𝘁𝗹𝗲 - 𝗥𝗼𝘂𝗻𝗱 𝟵𝟮
The 2 biggest rare earth producers in the Western world face off. Same mission: breaking China’s dominance ⛏️🌍
Who’s your long-te…↗
Leveraged Cat — $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…↗
July 2025 · 1 mention
Jul 16
Kuppy — Looks like $MP has just been awarded a ‘Lifetime Achievement in Stock Promotion’ trophy… https://t.co/yAn3h2tIlS↗
— The literal White House is telling you to prioritize these 5 sectors amongst your portfolio…
1. Space ~ $RKLB, $ASTS, $RDW, $PL
2. Neo-Cloud ~ $IREN, $NBIS, $APLD, $CIFR
3. Rare E…
Jason Luongo — These 10 companies will make millionaires by 2030:
1. $IREN - IREN
2. $AMZN - Amazon
3. $TE - T1 Energy
4. $MP - MP Materials
5. $NBIS - Nebius Group
6. $UUUU - Energy Fuels
7. $O…↗
May 24
Paola Rojas 🐝 — Brazil and Australia have a stellar opportunity in rare earths.
Combined, they'd be nearly reaching 30MT REO, having a real shot at challenging China. What an opportunity.
📊 @IE…↗
May 20
Jason Luongo — 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 compa…↗
May 19
Paola Rojas 🐝 — The REE market is experiencing a substantial price spike, the 3rd-highest since 2008.
Current conditions suggest this one still has legs.
Crucial time to get exposure.
📊 @Macq…↗
May 18
Jason Luongo — I generate thousands of dollars each week buying and selling options
Here's the entire framework:
➡️ Hold a base portfolio of high conviction names -
$NVDA $AMZN $NBIS $IREN $RKL…↗
May 18
Paola Rojas 🐝 — Gina Rinehart made some unusual moves as per her latest 13F filing, for this year's Q1.
For clarity, this relates to Hancock Prospecting's $3.3 billion US stock portfolio.
Exposu…↗
May 15
Jason Luongo — 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 need…↗
May 13
Serenity — @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…↗
May 13
Jason Luongo — 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…↗
May 11
Mike Investing — Many are going to miss the largest infrastructure buildout in modern day history…
It’s not chips.
It’s not Models.
Nor it is Applications.
The Energy layer is the next to boom.…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 9
Mike Investing — In 2025 I called out to buy rare earths & nuclear. Many got rich from this…
Now in 2026, I am calling for strong buys on Nuclear & rare earths again. Over 10x potential.
These st…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
May 8
Mike Investing — Rotation within the markets is silently happening…
Money is flowing from Semis, Memory, & Photonics into:
AI infrastructure ~ $IREN, $CRWV, $NBIS
Rare earths ~ $USAR, $MP, $UUUU…↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 5
Jason Luongo — @TedHZhang I’m in $IREN $MP and $UUUU pretty heavily.↗
May 4
Mike Investing — The White House alongside Congress have quiet literally been telling you what sectors to buy:
Rare Earths ~ $USAR, $MP, $UUUU
Neo-cloud ~ $NBIS, $CRWV, $IREN
Memory ~ $MU, $SNDK…↗
May 4
Jason Luongo — 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 yo…↗
May 2
InvestmentGuru — 6 High-Conviction Sectors for the Next Market Cycle
The AI infrastructure buildout is expanding well beyond semiconductors. Here are six sectors I believe deserve serious attention…↗
May 2
Mike Investing — 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 s…↗
May 1
Mike Investing — If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks:
1. Nebius ~ $NBIS
2. CoreWeave ~ $CRWV
3. Ondas ~ $ONDS
4. One Stop Sys ~ $OSS
5.…↗
May 1
Alfonso De Pablos, CMT — 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↗
— If I had to pick 10 stocks to hold until 2030, it would probably be these:
1. NVIDIA - $NVDA
2. IREN - $IREN
3. MP Materials - $MP
4. One Stop Systems - $OSS
5. Rocket Lab - $RKLB…
InvestmentGuru — Rare earth names are starting to see rotation again.
$CRML $UMAY $USAR $TMQ $MP catching flows as the market refocuses on critical minerals, supply chain security, and domestic r…↗
Apr 28
Mike Investing — @SwingsMaster1 My top 2 are also $USAR & $MP.
Looking for around 20/30% upside on both these over the next 4-6 weeks.↗
Apr 28
Mike Investing — The White House is quite literally telling you to buy these 5 sectors…
Rare Earths ~ $USAR, $MP, $CEG
Space ~ $RKLB, $PL, $ASTS, $LUNR
Chips ~ $AMZN, $AMD, $GOOGL, $TSM
AI Infr…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 24
Mike Investing — Earlier this week the Pentagon announced a $1.5T Defense budget…
Here are the top 10 Biggest Winners:
1. $PLTR ~ Palantir
2. $ONDS ~ Ondas
3. $RKLB ~ Rocket Lab
4. $ASTS ~ AST S…↗
Apr 21
Jason Luongo — 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-m…↗
Apr 20
Jason Luongo — SpaceX needs aluminum for Starship's airframe, titanium for Raptor engines, copper for every circuit on board, and rare earths for guidance and propulsion.
These are the companies…↗
Apr 19
InvestmentGuru — $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 s…↗
Apr 19
Mike Investing — The upcoming $2T SpaceX IPO is about to cause a generational rally amongst the full space economy…
Your chance to enter these space sector names below before they squeeze will end…↗
Apr 19
InvestmentGuru — Physical AI play
Silicon / Compute (The Brain)
$NVDA — Owns the full AI stack
$ARM — Royalties on every advanced chip
$AMBA — Edge vision processing
$QCOM — Low-power AI decision…↗
Apr 19
InvestmentGuru — $ISRG — The Blueprint For How Physical AI Gets Monetized
Surgical robotics is Physical AI that already prints recurring revenue. With an installed base exceeding 10,763 systems glo…↗
Apr 19
InvestmentGuru — Physical AI Playbook-
 Wave 1 was digital AI — data centers, GPUs, LLMs.
Wave 2 is Physical AI — robots, drones, AVs.
$NVDA — The God of Physical AI
Every robot OS runs on Nvi…↗
Apr 18
Jason Luongo — Raw Materials & Mining
• $MP ($60.88) — Only scaled rare earth mining and processing operation in the U.S. Pentagon backstopped a $1.25B magnet manufacturing campus with a 10-year…↗
Apr 16
Black Panther Capital — The space economy is getting its own Wall Street sector map now.
Morgan Stanley just published a 60-stock list organized around the space economy; propulsion, alloys, communicatio…↗
Apr 15
Black Panther Capital — NEW Long Idea: $USAR (+96% upside)
China just weaponized 7 rare earth elements.
Everyone bought $MP. $UUUU. $LYSCF.
They’re all wrong layer.
Here’s why, and what the actual pla…↗
Apr 14
InvestmentGuru — 25 Growth Stocks Poised to Be Big Winners -
$IREN – AI infrastructure backbone
$IONQ – quantum computing leader
$RKLB – next-gen aerospace launch
$ASTS – space-based connectivity…↗
Apr 10
Jason Luongo — 5 stocks I wish I owned more of:
1. $ONDS - Drone defense at a single-digit entry. Budget tailwinds haven't even started.
2. $AMZN - AWS alone justifies the price. Everything els…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
— @HelixCapital_ Yes $MP is paramount to national security. Again China has weaponized Rare Earths against us.
It’s incredibly stupid for FT and other news outlets to go and get ril…
Serenity — 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 noth…↗
Mar 24
Jason Luongo — My Q2 2026 watchlist:
$AMZN - AWS powering OpenAI + Anthropic. $200B capex this year. AI infrastructure backbone.
$IREN - $9.7B Microsoft contract ramping. 150K GPUs deploying. C…↗
Serenity — Normally this goes in shower thoughts but will post main timeline today.
$ALOY - Rare earth powders -> high-purity metals. Magnets used in the liquid cooling pumps
$NB - Scandium,…↗
Mar 9
Dustin — $UAMY is at NYSE by Wednesday. This is a big move and catalyst!
$UUUU $CRML $MP https://t.co/3f3mcyKXPA↗
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
Mar 6
BMSInvests — Talk to me about rare earth stocks🧐
The war with Iran has highlighted just how critical they are, interested to hear thoughts on the best plays in the sector ⬇️
$UAMY $MP $USAR…↗
Mike Investing — President Trump announced earlier today a new $12B critical minerals stockpile that’ll be focused on rare earths…
This opens up demand to many U.S. critical metal suppliers which…↗
— Critical metals are already facing shortages, & this will continue to worsen until 2030…
These stocks below will be directly benefited.
Copper:
- Freeport McMoRan ~ $FCX
- Hudbay…
Leveraged Cat — 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↗